北 極 星 顧 問 有 限 公 司
Polaris Consultancy Limited
Job Categories
Insurance - Life
Post:  Assistant Officer (Client Management)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Support client management team to build strong and trusted relationships with VIP clients in order to maintain the VIP portfolio
  • Prepare regular, ad hoc VIP reports and other client/business reports
  • Arrange materials order and delivery
  • Co-ordinate souvenirs and materials inventory and delivery
  • Presentation preparation
  • Support relationship managers on client management including enquiry handling and client communication sessions
  • Support regular / ad hoc projects
  • Customer-oriented mindset and strong problem-solving attitude
  • Good command of spoken and written English and Chinese
  • Strong computer skills including softwares, include Word, Excel and PowerPoint

Requirements:
  • Bachelor Degree, preferable in Business Administration or related disciplines
  • Minimum 3-4 years of working experience, preferably in the pensions and group insurance field as well as the functions including report preparation, client servicing, sales and marketing
  • Experience in sales or worksite marketing is preferred
  • Able to handle projects independently

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Assistant Claims Manager
Salary:  negotiable

For a listed insurance company.

Responsibilities:
  • To assist the superior(s) for managing the claims team
  • To provide quality claims services to both internal and external customers
  • Handling day-to-day claims operations, preparation of various management reports, adjudicating claims cases with prescribed limit
  • Conducting claims related training to internal and external customers.
  • To assist in departmental projects/initiatives to ensure continuous improvement of the claims services.

Requirements:
  • Degree holder, preferably with professional insurance qualification (e.g. FLMI or CFP).
  • 5 years of relevant working experience in life claims (at least 2 years at supervisory level)
  • Good communication skill with customer-centric mindset
  • Strong analytical and problem solving skills
  • Able to work under high pressure with professional business acumen
  • Familiar with MS Word, Excel & PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Claims Manager
Salary:  negotiable

For a life insurance company.

Responsibilities:
  • To assist the Department Head for managing the claims team
  • To provide quality claims services to both internal and external customers including day-to-day claims operations, preparation of various management reports, adjudicating claims cases with prescribed limit and conducting claims related training to internal and external customers.
  • To assist in departmental projects/initiatives to ensure continuous improvement of the claims services.

Requirements:
  • Degree holder, preferably with professional insurance qualification (e.g. FLMI or CFP).
  • 7 years of relevant working experience in life or medical claims (at least 3 years at supervisory level)
  • Good communication skill with customer-centric mindset
  • Strong analytical and problem solving skills
  • Able to work under high pressure with professional business acumen
  • Familiar with MS Word, Excel & PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Actuarial Assistant/Actuarial Associate
Salary:  negotiable

For a listed insurance company.

Responsibilities:
  • Assisting for one or more aspects of the actuarial functions including valuation and asset-liability management.

Job Scope:
  • Support IFRS17 implementation and smooth transition to BAU production
  • Support HKRBC implementation and smooth transition to BAU production
  • * Area of main focus will be subject to candidate’s experience and business need

Requirements:
  • Qualified or nearly qualified actuary with degree in Actuarial Science, Mathematics or Statistics or equivalent
  • 1-3 years actuarial experience in life insurance industry
  • Strong interpersonal, problem solving and time management skills
  • Able to work under pressure & overtime
  • Knowledge of GGY Axis is a definite advantage
  • Excellent working knowledge in Excel & Access
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2022-11-27 at 5pm
Office Administration/Estate Management
Post:  Administration Assistant
Salary:  15K - 20K

For a listed financial company.

Responsibilities:
  • Providing reception services,
  • Assisting the superior in performing general office administrative support
  • Handle other ad-hoc projects.

Requirements:
  • F.7 or above
  • Minimum 2 years experience in office administrative support
  • Able to work independently and organized
  • Good sense of responsibility and interpersonal skills
  • Willing to work under pressure and beyond normal working hours
  • Conversant in MS Work, Excel and Chinese Word Processing
  • Good command of written and spoken in English and Chinese (Cantonese & Mandarin)

Last updated on 2022-11-27 at 5pm
Office Administration/Estate Management
Post:  Administration Assistant (6-month Contract)
Salary:  15K - 20K

for a listed financial company.

Responsibilities:
  • Supporting IT inventory management, procurement process, fixed assets control system, facilities management projects
  • Performing general office administrative support
  • Handle other ad-hoc projects

Requirements:
  • F.7 or above
  • Minimum 2 years experience in office administrative support
  • Able to work independently and organized
  • Good sense of responsibility and interpersonal skills
  • Willing to work under pressure and beyond normal working hours
  • Conversant in MS Work, Excel and Chinese Word Processing
  • Good command of written and spoken in English and Chinese (Cantonese & Mandarin)

Last updated on 2022-11-27 at 5pm
Office Administration/Estate Management
Post:  Administration Officer
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • To supervise a team of 3 in providing full spectrum of office administrative support, includes office equipment & facilities maintenance, cleaning services, AV equipment, multi-function device and regular housekeeping, fixed asset management, safety office environment maintenance, etc.
  • To liaise with Building Management office (e.g. fire drill, office safety), service providers, contractors for all the office facility maintenance and service improvement
  • Handling procurement of office appliances, equipment & sundries; including travelling and accommodation
  • To participate in Ad hoc project as assigned and act as the BCP Coordinator
  • Support / back up reception desk if required

Requirements:
  • Degree holder
  • Minimum 5 years or above experience in office administration with good exposure in office administration.
  • Proficiency in MS Word, MS Excel, MS PowerPoint and Chinese Word processing

Preferred skills
  • Applies knowledge of company processes, systems and procedures and ability to utilize a broad range of administrative skills
  • Capable of building networks with suppliers and service vendors
  • Planning and organizing skills
  • Communication skills both in written and verbal
  • People management skills
  • Building people capability

Last updated on 2022-11-27 at 5pm
Insurance - GI
Post:  Administrative Assistant/Officer (GI marketing team) - 2 vacancies
Salary:  negotiable

For an international broker.
Position offered depends on the individual's experience.

Responsibilities:
  • Provide administrative and general support to marketing team (including system input, scanning, electronic data filing, mailing, policy issuance…etc)
  • Monitor policies/endorsements/declarations to/from insurers/clients
  • Prepare renewal and quotation slips
  • To assist in ad-hoc duties when required

Requirements:
  • University graduate or professional qualification in general insurance
  • At least 2 years of general insurance experience preferably in broking firm
  • With IIQE Paper 1 & 2 qualification will be an advantage
  • Proficiency in MS Office (Word, Excel, PowerPoint and Chinese word processing)
  • Good communication skills, proactive and willing to take initiative
  • Proficiency in written and spoken English, Cantonese and Mandarin
  • Immediately available is highly preferred

Last updated on 2022-11-27 at 5pm
Insurance - Pension
Post:  Administrator II/I (MPF Operations Support) - 6 months contract
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Perform administrative duties for the set up of Employer or Employee MPF accounts effectively and accurately.
  • Perform data capture and update client 's contact information under MPF accounts.
  • Manage assigned MPF scheme accounts ensuring regulatory and service requirements are complied with.
  • Handle customers’ enquiries in a timely and professional manner
  • Assist in filing and routine work within the team
  • Participate in ad-hoc projects if any

Requirements:
  • Form 7 and above
  • 1 - 2 YEARS working experience within pension industry, fresh graduate will be considered as </b>Administrator </b>
  • Customer oriented, initiative with positive working attitude
  • Good typing skills (both English and Chinese)
  • Good communication skills in English & Cantonese
  • Good problem solving skills with client-centric mindset
  • Good PC skills in MS Word & Excel.

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Agency Development Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • To assist the department head to devise the business development strategies,
  • Monitor agency production progress
  • Maintain the sales momentum of agency force,
  • Execute recruitment project to recruit more high profile candidates,
  • Coordinate different agency events and meeting with different internal departments.

Requirements:
  • Degree in Business Admin, Marketing or Finance
  • 7 years working experience preferably in life insurance industry
  • Positive, target-oriented, passionate and energetic
  • Excellent interpersonal and presentation skills
  • Good mastery of MS PowerPoint, MS Word, MS Excel, knowledge of Chinese character input is critical
  • Excellent language proficiency including spoken and written English and Chinese

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Assistant Business Development Manager (Life & Health (Broker and IFA channel)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Provide professional and efficient support to business partners including consultants and maintain a strong relationship with them
  • Manage assigned Financial Intermediaries and to generate sales growth to achieve sales target
  • Explore & develop new sales opportunity
  • Perform a consultancy role in helping strategic partners to establish or build up their sales team in insurance products
  • Conduct sales training and product briefing to the intermediaries

Requirements:
  • University Degree
  • At least 8 years in sales and marketing experience in life insurance with solid exposure to Broker and IFA channel
  • With at least 4 years experience as business development manager role
  • Proven sales record in the FI channel
  • Fluent in Mandarin (both speaking and writing) and English

Last updated on 2022-11-27 at 5pm
Insurance - Pension
Post:  Assistant Manager (Compliance)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • To assist the Senior Compliance Manager to oversee the compliance control
  • Give advice to strategic initiatives of the Business Unit
  • Work with Business Unit to ensure compliance with local and corporate requirements
  • Assist to execute compliance program, compliance assurance

Requirements:
  • Bachelor's degree and with at least 5 years of experience or an equivalent combination of education and experience
  • Preferably in the field of Pension/MPF/Insurance
  • Knowledge of Hong Kong legislation, especially MPF, ORSO, AML and PDPO regulations.
  • Working understanding of theory and principles in compliance control.

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Assistant Manager (L&H Strategic Operational Initiatives Project)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Assisting Project Managers to execute and manage projects in order to deliver on the Client for Life strategy, included but not limited to strategic and digital initiatives in Life Operations,
  • Process re-engineering and automation to streamline work processes and improve client experience.
  • Partner with stakeholders within Life Operations Departments to implement system enhancement projects for better operational efficiency or fulfillment of regulatory requirements and compliance governance
  • Roll out strategic and digital projects as planned
  • Ad-hoc support/tasks as required

Requirements:
  • Bachelor degree holder, preferably in Business Administration or Information Systems
  • At least 5-8 years in Life Insurance industry with extensive knowledge in life products and operations
  • Solid experience in business analysis (e.g. prepare user requirement documents. perform user acceptance test etc.)
  • Self-driven with proven track record to deliver initiatives, with good analytical and problem solving skills
  • Excellent communication and interpersonal skills
  • Strong PC skills including MS Word, Excel, PowerPoint, Visio & MS Project
  • Proficient in both spoken & written English and Chinese

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Assistant Manager (Policy Administration Services )
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • To support the team to provide excellent policy services to our business partners
  • Handle enquiries and ad hoc project
  • To develop and improve the workflow and procedures
  • To support her immediate supervisor to work closely with the Legal team to seek for premium financing approval on different entity and not only limited to bank
  • To support her immediate supervisor to work closely with the Compliance team to resolve AML concerns at case level and review from time to time market practice to seek for alignment on AML requirement with competitors

Requirement:
  • Minimum of 5 years' relevant experience in the life insurance industry, with exposure in insurance policy administration and customer service a definite advantage
  • Knowledge of life insurance products and solid understanding of insurance operations
  • Professional qualification eg LOMA or equivalent will be an advantage
  • Good communication skills
  • Good interpersonal skills
  • Active problem solving skills
  • Good computer skill
-High level of customer mindset with dedication to deliver exceptional quality services
Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Assistant Manager (Service Management)
Salary:  negotiable

For an international life insurance company.

Responsibilities:
  • An experienced Continuous Service Improvement and Governance professional to continually improve the effectiveness and efficiency of IT processes and services, in line with the concept of continual improvement adopted in IT Transformation Plan.
  • Defining, measuring and trending KPIs and process metrics.
  • Gathering and analyzing requirements to improve existing Service Now Tool.
  • Developing, managing, and maintaining the CSI process and associated procedures.
  • Liaison with multiple groups (including technology and non-technology) to ensure service level targets are met, customer satisfaction remains high, and escalations occur in a timely manner
  • Liaison with multiple groups (including technology and non-technology) to ensure SNOW requirements are validated and implementation is planned in a timely manner
  • Carries out tracking of backlog related to ITIL process ( e.g.: Service request, CMDB)

Requirements:
  • University Graduate and above from Information Technology/Business Management discipline
  • Over 5 years of experience in IT field with at least 3 years in Service Management
  • ITIL V3/V4 Certification in ITIL Continual Service Improvement module
  • Ability to Conduct Continuous Service Improvement activities, prepare reporting and operational reviews (including analysis of SLAs) and provide full instrumentation of vital processes to drive transparency and accountability
  • Strong communication, collaboration, and inter-personnel skills
  • Strong influencing and negotiation skills to get buy-ins from the business stakeholders and Regional and Corporate
  • Excellent analytical skills

Last updated on 2022-11-27 at 5pm
IT
Post:  Assistant Manager (Testing Centre, Pensions Operations)
Salary:  negotiable

Responsibilities:
  • Test scope definition: Gathering input on MPF business scenarios from business representatives and manage creation of test cases and acceptance criteria. Validate test case selection and obtain sign off from business leaders and test lead on scope. Document end-to-end test strategy and oversee documentation of any associated requirements as necessary.
  • Test execution preparation: Oversee identification of test data across a team of testers and plan for execution in detail. Define requirements for test environment/data refresh and collaborate with appropriate project managers to fulfill requirements. Oversee resource plan and provide resource support requirements to Project Management Office and business leadership
  • Test execution: Oversee end-to-end test execution across a team of testers and facilitate resolution of issues relating to the testing. Coordinate with key stakeholders to execute testing in accordance to timeline
  • Cutover verification coordination: Coordinate cutover verification planning and aggregate verification activities from business representatives. Facilitate cutover verification preparation and document high level activities and resource requirements in provided templates. Coordinate team resources during cutover and facilitate / oversee execution. Report cutover verification completion to Project Management Office and facilitate escalation / resolution of issues.

Requirements:
  • University Degree with solid working experience in Testing Planning (experience in end-to-end testing and cut-over is a plus)
  • Assertive and able to build professional relationships with a variety of different teams and clients
  • Experience in pensions system implementation or data migration will be an advantage
  • Experience of Microsoft Office software (Word, Excel, PowerPoint, Visio)
  • Excellent written and verbal communication skills including negotiation, diplomacy and facilitation skills

Last updated on 2022-11-27 at 5pm
Accounts
Post:  Assistant Manager/ Senior Accountant (Regulatory Reporting)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Maintain new reporting tools for RBC
  • Prepare and maintain the reporting format as required by IA
  • Ensure control process is in place for the reporting process
  • Generate and consolidate the financial statements as per IA’s timeline
  • Assist in developing standardized reports using EFDW / excel
  • Assist in UAT
  • Any ad hoc tasks as required

Requirements:
  • Degree holder in Accounting or equivalent
  • Completed HKICPA, ACCA examinations or equivalent is preferred
  • At least 5 years of experience in accounting field, preferably from insurance industry
  • Proficient in MS Excel
  • Able to handle tight timelines, willing to work independently and under pressure
  • Pro-active, strong communication and interpersonal skills
  • Excellent in written and spoken English
  • Experience in SUN and SAP accounting systems is an advantage

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Assistant Marketing Manager/Senior Officer (Contract)
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Assisting the manager in planning and organizing all product marketing in line with the company’s marketing strategy.
  • Participate in monitoring market trends, conducting market research and analysis for business planning.
  • Update and maintain the marketing collaterals for all channels in order to meet the latest internal and/or regulatory requirement
  • Assist in organizing marketing events and campaigns to achieve the objectives set under the company's marketing strategies

Requirements:
  • Degree in Marketing/ Finance or equivalent
  • A minimum of 4 to 5 years of experience in marketing/marketing communication with a reputable financial institute
  • Independent working experience in handling marketing collateral production
  • Solid working experience in implementation of customer promotions and marketing campaigns
  • Update and maintain the marketing collaterals for all channels in order to meet the latest internal and/or regulatory requirement
  • Assist in organizing marketing events and campaigns to achieve the objectives set under the company's marketing strategies
  • Previous exposure in product marketing will be a definite advantage
  • Detailed -oriented with the capability of multi-tasking under tight deadline
  • Out-going personality, self-motivated and good team player
  • Working closely with design agencies and assisting with new product launches
  • Conversant in MS Words, Excel, PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)
  • Candidate with less experience will be considered as Senior Marketing Officer (Contract)

Last updated on 2022-11-27 at 5pm
Insurance - Group EB
Post:  Assistant Officer (Group Client Management)
Salary:  negotiable

Client: a listed financial company.

Responsibilities:
  • Build & strengthen relationship with the existing group VIP clients through regular visits, conducting member briefing and providing review services
  • Provide proactive renewal support to our agents and brokers on the renewal quotation and negotiate the renewal package with agents, brokers and clients
  • Handle end-to-end renewal process for the assigned cases such as preparing renewal quotation, providing underwriting suggestions and recommendations on benefit design based on the claim data analysis and clients' needs.
  • Partner with all stakeholders to secure renewal of group policies and follow through the subsequent renewal documents with the clients and Group Administration teams, ensure the delivery and quality of renewal service is aligned as agreed with our clients.
  • Provide support to the distribution channels and Sales Team for new business cases
  • Handle general enquiries from intermediaries & clients and act as a bridge between the client and operations team for resolving the administrative or claims issues.
  • Prepare regular & ad-hoc reports and assist in ad-hoc projects whereas required

Requirements:
  • Bachelor Degree with a 3 years experience in group insurance, candidate with underwriting knowledge is preferable
  • Passed in IIQE Paper 1 & 3
  • Excellent presentation, communication and negotiation skills
  • Sensitive to figures and able to make recommendations based on the claim data analysis
  • Good team player & able to work independently and under pressure
  • Proficient in MS Excel, PowerPoint and Word

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Assistant Officer (Underwriting)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Process new applications of all insurance products into system accurately for underwriting
  • Close long pending cases at month-beginning
  • Distribute incoming fax
  • Handle agent’s reply through emails
  • Register medical reports/labs test report
  • Prepare document of Attending Physician Statement & follow up
  • Handle reimbursement for medical bills
  • Prepare policy contracts & arrange delivery
  • Data Capture in system

Requirements:
  • Holder of Diploma of Secondary Education (DSE) or equivalent
  • 2 years working experience in clerical function of insurance industry
  • Good customer service mindset
  • Produce good quality of work and adhere to works standards
  • Able to work well in a team

Last updated on 2022-11-27 at 5pm
Accounts
Post:  Assistant Scheme Accountant (Fund Accounting)
Salary:  negotiable

For international insurance companies.

Responsibilities
  • Perform daily finance tasks in accordance with prevailing procedures and timelines including placing investment order/ fund transfer instruction after reconciling with all supporting documents / reports
  • Updating unit prices in system for contributions allocation / benefit payment for retirement fund members
  • Review payment requisition and prepare payment cheques
  • Perform reconciliations for supervisor’s preparation of monthly reports for trustees
  • Assist in the preparation of year-end financial statements and audit schedules
  • Assist in handling system enhancement projects
  • Provision of timely information for preparing financial related management reports to facilitate monitoring of schemes
  • Handle group tasks and rotation jobs

Requirement:
  • Diploma in Finance/ Accounting or any equivalent disciplines
  • At least 3 year of working experience in finance or accounting field. Candidates with pension related experience are preferred.
  • Attentive to details, organized with good numerical sense
  • Proficient in MS Office applications. Strong Excel skills such as Pivot Tables and/or VBA Macros will be a plus.
  • Familiar with Access will also help
  • Good communication skills in both English and Chinese

Last updated on 2022-11-27 at 5pm
Insurance - Group EB
Post:  Associate (Channel Operations and Sales Support)
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Execute on channel administration including new business partners on boarding, maintenance and licensing
  • Responsible for administration of sales support to business partners including training, sales & marketing materials, premium items and other sales support items
  • Manage enquiries from business partners regarding sales and administration support
  • Provide support on business quality control and execution
  • Responsible for general department administration and preparation of channel reports
  • Assist in the implementation of sales support initiatives, channel communication and marketing program


Requirements:
  • High diploma or above
  • Minimum 4 years of relevant working experience
  • Proficient in major MS Office tools
  • Able to handle multiple tasks simultaneously and independently
  • Strong problem solving and communication skills
  • Good in written and spoken English and Chinese, fluent in Mandarin and English.

Last updated on 2022-11-27 at 5pm
IT
Post:  Business Analyst (Contract)
Salary:  negotiable

for a listed financial company.

Contract period: until till Dec 2021

Responsibilities:
  • Managing business specifications process to ensure that user requirements are properly specified
  • Assisting team leaders to maintain effective communication within the team
  • To ensure the team can operate efficiently and effectively.
  • Provide technical support for conducting a board of mix analyses, which result in realizable improvements in customer experience, service quality, operational efficiency and business production
  • Prepare various business analysis, market intelligence and management reports
  • Recommend solutions by identifying costs and realistic benefits of different approaches to assist business determine best course of actions for improvement
  • Implement approved recommendations with business and IT and assist planning, guiding, organizing and monitoring implementation projects to effect changes for improvement and to obtain planned benefits
  • Ensure adequate controls in the reengineered or improved processes to meet audit requirements and corporate governance.

Requirements:
  • University or above, preferably in Business Statistics, Computer Science, Information System Management or related subjects with at least one insurance professional qualification (FLMI, PMP)
  • Understanding of insurance business operation, system and technology applications acquired through a minimum of 2 years management experience in insurance industry
  • Experience with complex data from multiple source, database marketing and database management is essential
  • Proficiency in using SQL, OLAP cubes, Access and VBA, other MS office applications, especially in Excel is a MUST
  • Possess good interpersonal skill, initiative and strong analytical mind and is able to work with minimum supervision and guidance.

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Case Management Manager
Salary:  negotiable

For a listed life insurance company.

Responsibilities:
  • Reporting to the Head of Underwriting and New Business
  • To provide best-in-class services to premium clients
  • To provide case management support to the internal and external working partners to facilitate the business process.
Requirements:
  • Degree holder and preferably with professional insurance qualification (e.g. CFP/FLMI, IIQE Paper I, III and V)
  • 7 years relevant working experience preferably gained from banking or insurance industry
  • Excellent communication and interpersonal skills
  • Presentable, aggressive and self-motivated
  • Able to work under pressure
  • Excellent computer skills in MS office
  • Good command of written and spoken in English and Chinese (Cantonese & Mandarin).

Last updated on 2022-11-27 at 5pm
Company Secretarial, Legal, Compliance
Post:  Company Secretary Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
Reporting to Chief Legal Officer, the incumbent is expected to:
  • handle full spectrum of company secretarial duties to the Company and its Board of Directors in a professional and timely way
  • handle and deal with enquiries on company secretarial services and other regulatory/statutory compliance matters
  • liaise with internal clients and external lawyers on company secretarial related matters
  • formulate internal policies and guidelines for the Company in accordance with the statutory requirements, company secretary standards or Group standards
  • stay abreast of the changes to the relevant legislation and regulatory requirements and assess the impact on the Company’s business operations to ensure compliance
  • take up projects or other ad hoc assignments as requested from time to time

Requirements:
  • Bachelor degree in law or related discipline
  • Associate member of ICSA / HKICS
  • Minimum 8 years of company secretarial experience in insurance/financial institutions
  • Working knowledge in Insurance Ordinance, Banking Ordinance, Securities and Futures Ordinance, good understanding of the Hong Kong regulatory framework in respect of insurance/financial institutions is preferred
  • Good interpersonal, communication, analytical and bilingual drafting skills
  • Detail-minded, self-motivated and able to work in fast paced environment
  • A good team player, able to work proactively and independently
  • Proficient in spoken and written English and Chinese (Cantonese and Mandarin)

Last updated on 2022-11-27 at 5pm
Company Secretarial, Legal, Compliance
Post:  Compliance Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Reporting to the Head of Compliance
  • To maintain compliance programs in addressing market conduct, regulatory and internal requirements including but not limited to sales compliance, personal data privacy and FATCA and CRS
  • To support to new business initiatives and cultivate compliance awareness through organizing compliance training and review programs
  • To develop and monitor compliance to ensure that the company’s operations are in compliance with statutory, regulatory and internal requirements

Requirements:
  • Bachelor degree in Law, Risk Management, Business Administration or related disciplines.
  • Minimum 8 years relevant experience in life insurance compliance function.
  • Working knowledge in Insurance Ordinance, Securities and Futures Ordinance, good understanding of Hong Kong insurance regulatory framework and experience in dealing with regulators is preferred.
  • Preference will be given to those with solid experience in market conduct, product and marketing materials review.
  • Good interpersonal, communication, analytical and bilingual drafting skills
  • Detail-minded, mature, confident, self-motivated and able to work in fast paced environment.
  • A good team player & able to work proactively & independently.
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin).

Last updated on 2022-11-27 at 5pm
IT
Post:  Contract Assistant Manager (System & Process)
Salary:  negotiable

For a listed financial company.

Contract period: until till Dec 2021

Responsibilities:
  • Coordinating with different parties and participating in various operations transformation project, system
  • Enhancement and system testing (UAT) to maintain and ensure smooth system operation
  • Be responsible for system related investigation and support.

Requirements:
  • Degree holder with major in Business Studies, Information System, Insurance or relevant disciplines
  • 5 years or above working experience in operations transformation, policy administration or system testing (UAT), of which 1 – 2 years in supervisory level
  • Strong analytical and problem solving skills
  • Excellent interpersonal and communication skills
  • Familiar with MS Word, Excel & PowerPoint
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Corporate Distribution Manager
Salary:  negotiable

For a listed life insurance company.

Responsibilities:
  • Providing account services to existing institutional partner on corporate life insurance products,
  • Developing and promoting new corporate insurance product
  • Providing support to the departmental operation.

Requirements:
  • Degree holder with professional insurance qualification (e.g. FLMI or CFP).
  • Minimum 3 years business development experience with focus on life insurance products
  • Excellent sales drive to achieve optimal results and yet able to maintain business ethics
  • Able to work under high pressure with professional business acumen
  • Highly adaptable to changes with flexible and positive working attitude
  • Familiar with MS Word, Excel & PowerPoint
  • Excellent written and verbal communication skills in both English and Chinese (Cantonese and Mandarin)
  • Preference will be given to candidate with broker channel management experience

Last updated on 2022-11-27 at 5pm
Insurance - Pension
Post:  Customer Service (Representative/Senior Representative/Officer
Salary:  16K - 25K

For a listed financial company.

Senior Client Service Representative or Officer position for more experience

Responsibilities:
  • Handle MPF & ORSO enquiries through hotlines and e-mails
  • Follow up customer enquiries and feedback with good quality standard
  • Ensure the delivery of service meet with our service standard & comply with regulatory requirements

Requirement:
  • Diploma holder or above
  • Minimum 1 year of customer service related working experience in banking and financial industries
  • Customer focused with positive attitude & communication skills
  • Good command of spoken and written English and Chinese (Mandarin preferred)
  • Candidate with more experience will be considered for Senior Client Service Representative or Officerposition

Last updated on 2022-11-27 at 5pm
Insurance - Pension
Post:  Customer Service Hotline (Representative) - few posts
Salary:  15K - 22K

For a listed financial company.

Responsibilities:
  • Handle MPF & ORSO enquiries through hotlines and e-mails
  • Follow up customer enquiries and feedback with good quality standard
  • Ensure the delivery of service meet with our service standard & comply with regulatory requirements

Requirements:
  • Diploma holder or above
  • Minimum 1 year of customer service related working experience in banking and financial industries
  • Customer focused with positive attitude & communication skills
  • Good command of spoken and written English and Chinese (Mandarin preferred)
  • Candidates with more experience will be considered for Senior Client Service Representative position

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Customer Services Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Supervising the daily operation of hotline team to provide quality and timely services to customers, either internal and external from different distribution channel
  • Assisting in various initiatives in alignment with Company’s strategic development for excellent customer experience and operational efficiency

Requirements:
  • Degree or above in relevant disciplines with professional insurance qualifications (FLMI, ACS)
  • 6 years or above working experience and preferably 3 years at supervisory level in life insurance with solid customer relationship management experience
  • Excellent customer-service mindset with effective interpersonal and communication skill
  • Patient, attentive to details with good problem solving and organizing skills
  • Positive, attentive to details and good organizing skills
  • Conversant with MS Word, Excel and Chinese Word Processing
  • Proficient in spoken & written English and Chinese
  • Preference will be given to candidates with good command of spoken Mandarin; proficiency in other Chinese dialects will be an asset

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Customer Services Officer (few posts)
Salary:  negotiable

For a listed insurance company.

Responsibilities:
  • Handling enquiries / feedback of customer and bank representatives and delivering quality customer service.

Requirements:
  • Bachelor Degree ( holding professional insurance qualification (e.g. IIQE, FLMI) is definitely an advantage)
  • 1-2 years working experience in life insurance with solid customer relationship management experience
  • Excellent customer-service mindset with effective interpersonal and communication skill
  • Good team player, able to work independently and willing to work overtime
  • Positive, attentive to details and good organizing skills.
  • Conversant with MS Word, Excel and Chinese Word Processing
  • Proficient in spoken & written English and Chinese
  • Preference will be given to candidates with good command of spoken Mandarin; proficiency in other Chinese dialects will be an asset

Last updated on 2022-11-27 at 5pm
HR
Post:  Human Resources Officer / Senior Officer
Salary:  negotiable

For a listed financial company.

**depending on the individual's experience, the position will be Human Resources Officer / Senior Officer.

Responsibilities:
  • Be responsible for providing full range administration support to the department, supporting HR operational activities and assisting in various projects as required.

Requirements:
  • Diploma with 5 years of relevant working experience
  • Good interpersonal and communication skills.
  • Attentive to details and able to work under pressure and meet the tight project deadlines
  • Mature mindset with good multi-tasking skills
  • Familiar with MS Word (including Chinese word processing), Excel & PowerPoint
  • Good written and verbal communication skills in both English and Chinese (Cantonese and Mandarin)
  • More experience would be considered for Senior HR Officer.

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Life Claims – Senior Officer/Officer
Salary:  negotiable

For a life insurance company.

Responsibilities
  • handling daily claims cases within authorized limit
  • answering enquiries and providing claims support to the agents and customers
Requirements:
  • Degree holder with professional insurance qualification (e.g. FLMI or ICA).
  • 3 years of relevant working experience and experience in supervisory level is preferred.
  • Strong analytical and problem solving skills.
  • Excellent interpersonal and communication skills.
  • Willing to work under pressure & overtime.
  • Preference will be given to those with experience in handling large amount medical cases.
  • Familiar with MS Word, Excel & PowerPoint.
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin).
  • Candidates with more experience will be considered for the position of “Senior Officer”

Last updated on 2022-11-27 at 5pm
Insurance - Group EB
Post:  Manager (Business Development)
Salary:  negotiable

For a listed financial company.

Responsibilities
  • Manage the distribution channel to promote he company's Pensions & Group products to potential clients
  • Achieve sales targets by the Company
  • Expand the distribution channel by increasing productivity and no. of productive distributors
  • Setup sales target and determine expense allocation
  • Supervise subordinate to implement sales & marketing strategies to the distribution channel
  • Design and implement sales & marketing strategies to distribution channel as well as the subsequent monitoring and status update
  • Make recommendation on product/services development / enhancement to ensure the competitiveness of the Company’s products in the market
  • Handle the ad-hoc projects as assigned from time to time

Requirements
  • University Degree, Major in marketing / Business Admin preferred
  • At least 8 year relevant experience with 2 - 3 years in managerial role
  • Solid working knowledge of MPF & Group Insurance and understand of current market situation
  • Extensive experience of distribution channel management
  • Strong skills in leadership, negotiations, relationship building, communication and execution
  • Excellent presentation skill
  • Ability to make recommendation for improvement based on holistic view
  • Aggressive to grow business (with Profit)
  • Strong ability to lead change and work under pressure
  • Strong understanding of customer needs and behaviors
  • Good spoken and written English and Chinese
  • Use of computer software incl. words, excel and PowerPoint

Package: basic salary plus quarterly incentive bonus
Last updated on 2022-11-27 at 5pm
IT
Post:  Manager (Technology Risk Business Analyst)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Governing, guiding and performing pro-active internal control self-assessment activities across our group
  • Handling technology risk management and ensuring regulatory mandated technology controls are operating effectively for our insurance business
  • Assisting business/supporting functions on technology risk identification, assessment, control or mitigation and reporting, monitoring on remediation plans to address warning key risk indicators
  • Performing regular and ad-hoc risk and control assessments to validate effectiveness of controls and provide recommendations
  • Reviewing existing company policies and procedures, identifying gaps against regulatory requirements, industry best practice and guidance of professionals bodies, e.g.TM-E-1, TM-G-1 and GL20.

Requirements:
  • A university degree in IT, Business Administration or related disciplines with at least 5 years of relevant work experience in risk management, risk control, audit, regulatory policies or compliance, preferably within Financial Services
  • An in-depth understanding of Hong Kong regulatory requirements including HKMA, IA and other relevant regulatory requirements
  • Solid experience in technology risk management, corporate governance or internal control is highly preferred
  • A good team player who enjoys working with people collaboratively at all levels of the organization; and with senior business executives under pressure to meet tight deadlines
  • Experienced in data analysis, validation and presentation of results (MS Excel, MS PowerPoint, Tableau)
  • Excellent interpersonal, analytical and bilingual drafting skills
  • Detail-minded, mature, confident, self-motivated with experience in effectively negotiating with and influencing others in a matrix environment
  • Certification in CISA/ CISSP/ CISM or any other relation qualification will be advantageous
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2022-11-27 at 5pm
Accounts
Post:  Manager/ Senior Manager (Regulatory Reporting)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Involve in the development of new reporting tools for RBC
  • Maintain and adjust the reporting format as required by IA
  • Document the process flow for the report generation
  • Ensure control process is in place for the reporting process
  • Develop standardized reports using EFDW / excel
  • Review the financial statements as per IA’s timeline
  • Review the UAT result
  • Any ad hoc tasks as required

Requirements:
  • Degree holder in accounting or equivalent
  • Completed HKICPA, ACCA examinations or equivalent
  • At least 7 years of experience in accounting field, preferably from insurance industry
  • Proficient in MS Excel
  • Able to handle tight timelines, willing to work independently and under pressure
  • Pro-active, strong communication and interpersonal skills
  • Excellent in written and spoken English
  • Experience in SUN and SAP accounting systems is an advantage

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Marketing Manager (1-year Contract)
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Contribute to brand equity building for brand new wellness initiatives
  • Drive marketing campaigns and initiatives from planning to execution, tracking to analysis.
  • Drive creative strategies for communicating our messages/narratives and support overall related campaign execution.
  • Support PR communications on wellness initiatives branding
  • Work closely with cross-functional teams in driving holistic messaging and excellence
  • Develop customer friendly marketing collaterals
  • Controls and implements the approved budgets and marketing plans to achieve business objectives including P&L
Requirements:
  • University graduate, marketing disciplines preferred
  • Minimum 6-8 years of experience in marketing or communications
  • Solid experience in developing integrated marketing strategies and activities, social and digital in particular
  • Excellent interpersonal skills and presentation skills
  • Good command of both spoken and written English and Chinese
  • Great sense of ownership and growth mindset
  • Able to work independently as well as part of a dynamic team
  • Able to think creatively, manage multi-tasks, work under tight timeframe and meet strict deadlines
  • Less experience will be considered as Assistant Manager

Last updated on 2022-11-27 at 5pm
IT
Post:  Officer (Operations Transformation) - contract
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Coordinating with different parties and participating in operations transformation projects,
  • Providing support to system testing (UAT) and data analysis to maintain and ensure smooth system operation
  • Providing administration support to the department as assigned.

Requirements:
  • Diploma or above, with relevant professional qualifications
  • 3 years or above relevant working experience
  • Strong analytical and problem solving skills
  • Excellent interpersonal and communication skills
  • Familiar with MS Word, Excel & PowerPoint. Proficiency in using SQL will be an advantage
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2022-11-27 at 5pm
Insurance - Pension
Post:  Officer (Pensions Administration)
Salary:  negotiable

For a Listed financial company.

Responsibilities:
  • Perform checking on other team members' work and manage assigned MPF scheme accounts within service requirement and regulatory guidelines.
  • Able to make recommendations and execute process streamlining and service improvement initiatives
  • Resolve enquiries from clients and escalate client issues or complaints in a timely manner.
  • Coach and mentor junior employees within the team to achieve departmental goals
  • Participate in ad-hoc projects if any

Requirements:
  • Form 7 and above
  • 4 - 5 years working experience within pension industry
  • Good communication skills in English & Cantonese
  • Good problem solving skills with client-centric mindset
  • Proficient in Word, Excel and Access

Last updated on 2022-11-27 at 5pm
Insurance - GI
Post:  Officer (Reinsurance) - Fresh Graduate
Salary:  15K - 18K

For a listed international broker.

Responsibilities:
  • Handle the enquiries from Cedants and Reinsurers
  • Treaty account booking
  • Monitor and follow up the outstanding documents and correspondence
  • Support document preparation including Cover Note, Slip, Reinsurance Agreement, Schedule & Addendum..etc
  • Other administration support related to reinsurance business

Requirements:
  • Diploma holder or above
  • With at least 1-3 years of experience in the reinsurance industry, preferably in broking firm
  • Passed in IIQE Papers 1, 2 & 3 qualification will be an advantage
  • Proficiency in MS Office (Word, Excel, PowerPoint)
  • Good communication skills, proactive, willing to take initiative and have marketing sense
  • Proficiency in written and spoken English, Cantonese and Mandarin
  • Immediately available is highly preferred

Last updated on 2022-11-27 at 5pm
Insurance - Pension
Post:  Pension Operation (Issue Management Unit)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Review issues/ incidents escalated by all stakeholders under for both IT and non-IT issues in daily basis.
  • Work closely with Operation, Quality Assurance and IT team to review the root cause of each issue, follow up and monitor action items including remedy action, short term work around, long term fix with the issue reporters and relevant business units.
  • Scan email box and manage all incoming and outgoing emails in daily basis
  • Consolidate the Issue Log and prepare incident report for material and breach case within internal TAT
  • Prepare & join regular meeting (2-3/per week) for issues’ risk assessment & calibration and join daily stand-up meeting with IT
  • Prepare meeting minutes and summary to stakeholders and Senior Management within internal TAT

Requirements:
  • Bachelor’s degree holder
  • Minimum 2 years working experience or with relevant retirement operation experience
  • Good PC skills in Word, Excel and PowerPoint
  • Fluent in English and Cantonese
  • Good communication skill

Last updated on 2022-11-27 at 5pm
IT
Post:  Pensions Business Analyst (1 Year Renewable Contract)
Salary:  negotiable

For a listed financial company.

Key Role
Be responsible for providing support, analyzing, evaluating business needs and coordinating system transformation project to ensure smooth implementation. They also recognize opportunities for process improvement, create new processes and documentation, publish project documentation, and assist in testing.

Responsibilities:
  • Collect, analyze and document business requirements and working closely with business users, IT and vendors to formulate and implement solutions to cope with business needs
  • Assist in the re-engineering, improvement or replacement of business processes and associated technology
  • Take ownership of project issues and engage the appropriate resources to reach solution
  • Provide input to facilitate business users, IT and vendor for system quality assurance process
  • Provide production support and solution to key stakeholders to meet operation and regulatory requirements
  • Coordinate the rollout of system solutions with business users, IT and vendors

Requirements
  • Bachelor Degree in Computer Studies or Information System or other related disciplines
  • Minimum 6 years working experience as a Business Analyst or System Analyst, preferably in pensions industry
  • Technical knowhow in Group Retirement Benefit or Wealth Management system applications development and implementation
  • Experience in data analysis and / or imaging & workflow system is preferred
  • In-depth experience with Microsoft Office products (Word, Excel, PowerPoint, Visio)
  • Microsoft Access and/or SQL experience strongly preferred
  • Excellent verbal and written communication skills
  • Fluent in spoken and written English and Chinese

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Policy Administration Officer
Salary:  negotiable

For a listed insurance company.

Responsibilities:
  • Be responsible for providing life insurance policy services to our clients relating to various types of policy changes in a timely and professional manner in compliance with regulatory & business requirements,
  • Handling data capture and providing administration support to the department.

Requirements:
  • Diploma holder or above
  • 3 years’ experience or above in policy administration gained from life insurance company. HD/Degree fresh graduates will also be considered
  • Well organized and detail minded
  • Strong interpersonal and communication skills
  • Familiar with MS Word, Excel, PowerPoint and Chinese typing
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)

Last updated on 2022-11-27 at 5pm
IT
Post:  Project Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Manages projects on behalf of the project owner / sponsor on a day-to-day basis
  • Responsible for project definition (Scope, objective, constraints, assumptions, benefits, issues and risks) and manages change to scope
  • Reports to the project owner/sponsor on project progress
  • Monitors and reports on the progress of project at regular intervals
  • Responsible for management of project inter-dependencies
  • Develops and maintains to holistic project plan and project budget
  • Overseeing contract management and negotiation (as relevant to the project)
  • Managing supplier / partner relationships
  • Maintain project documentation and formal handover on completion
  • Overall responsibility for the management all external and internal resources in relation to the project
  • Motivates project team resource (Business Analysts, Business ‘Subject Matter Experts’ and relevant IT staff, vendors)
  • Logs and update issues, risks meeting minutes under the project directory
  • Takes end to end responsibility for coordinating business, Finance, legal / compliance and IT resource including security to achieve project outcomes
  • Coordinates benefits realization planning
  • Manage risk and issue mitigation strategy
  • Regular reporting and in-charge of key meetings and communication of progress e.g. Steering Committee Meeting, working committee meeting and issue meeting etc.

Requirement:
  • Bachelor degree holder
  • Proven record in project management
  • Solid working experience in MPF and ORSO business sector
  • Experience with managing MPF related projects will be an advantage
  • PMI/PMO certification is highly desirable

Last updated on 2022-11-27 at 5pm
Accounts
Post:  Senior Accountant (Financial Reporting)
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Handle month end closing, prepare journal entries
  • Ensure the monthly financial reports, reconciliation and analysis are prepared timely and accurately
  • Participate in IFRS 17 implementation and UAT
  • Handle queries from different counterparties
  • Assist in annual audit and SOX audit
  • Support ad hoc matters as assigned

Requirements:
  • Degree holder in Accounting or equivalent
  • Completed HKICPA, ACCA examinations or equivalent is preferred
  • At least 4 years of experience in accounting field, preferably from insurance industry
  • Proficient in MS Excel
  • Able to handle tight timelines, willing to work independently and under pressure
  • Pro-active, strong communication and interpersonal skills
  • Excellent in written and spoken English
  • Experience in SUN and SAP accounting systems is an advantage

Last updated on 2022-11-27 at 5pm
Insurance - Pension
Post:  Senior Business Analyst
Salary:  negotiable

For listed financial company.

Responsibilities:
  • Lead assigned projects by ensuring requirements meet business & company objectives; driving and challenging assumptions as needed
  • Elicit requirements using interviews, document analysis, requirements workshops, surveys, business process descriptions, use cases, scenarios, and task and workflow analysis for projects
  • Identify and document constraints, assumptions and risks associated with business requirements
  • Critically analyse business requirements and challenge business units on assumptions to ensure project scope is delivered
  • Ensure ownership and traceability of business requirements through the project life cycle
  • Engage with business stakeholders through the project lifecycle with clear & timely communications to ensure that requirements are delivered with common understanding
  • Instrumental in providing specific guidance & mentorship on methodologies, techniques & skill set for business analysis resources
  • Demonstrate strong disciplines of BA methodology
  • Provide a point of contact for BA’s for quality assurance, technical questions and skill uplift
  • Lead projects in providing quality review, standards & guidance for deliverables required
  • Work closely and collaboratively with internal stakeholders
  • Collaborate with other IT domains as appropriate
  • Keep abreast of business domain’s strategy, business plan and latest industrial trends
  • Focused job responsibility to educate/mentor business analysts to improve overall competency

Requirements:
  • Degree holder in Information Technology, Business or related area
  • Minimum 5 years' of relevant working experience, preferably gained within insurance
  • Strong background in business analysis or system analysis and with excellent grasp of project analysis
  • BABOK Certification or industry recognised training would be an advantage
  • Have a strong analytical mind with excellent relationship management
  • Excellent verbal and written communication skills and the ability to interact professionally with diverse group of stakeholders
  • Experience in using Pensions Administration System is a plus (not mandatory)

Last updated on 2022-11-27 at 5pm
IT
Post:  Senior Business Analyst (Information Technology)
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Collect business requirements for the purpose of facilitating effective software system development using different techniques such as interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, tasks and workflow analysis.
  • Critically evaluate information gathered from multiple sources, reconcile conflicts, distinguish user requests from the underlying true needs, provides added-value advice to formulate the requirements to ensure alignment with company objective and IT strategy.
  • Proactively communicate and collaborate with external and internal parties to analyze information needs and functional requirements and deliver required documents in view of our enterprise-wide methodology.
  • Drive and challenge business units on their assumptions of how they will successfully execute their plans.
  • Successfully engage in multiple initiatives simultaneously
  • Serves as the conduit between the customer community (internal and external customers) and IT team through which requirements flow and establish the technical vision on usability and performance needs.
  • Work with business units and stakeholders to prepare relevant documentation such as BRD, test plan, process flowchart, operating procedures, migration plan, cost and benefit analysis for justification, etc.
  • Build close relationship with colleagues from different business units, vendors and any other stakeholders to ensure the project / initiative would be accomplished effectively and provide value-added advices.

Requirements:
  • Degree holder in information system or a related discipline
  • Minimum 7 years' solid business analyst experience for financial services industry
  • Strong analytical, retirement scheme product and project management skills required.
  • Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts.
  • Understanding on technology trend and best possible application in business world
  • Ability to work under a matrix reporting structure
  • Hands-on experience and sound knowledge of MPF or related retirement scheme operations is an advantage
  • Experience with software development using .Net and Java and Progress technology is definitely an advantage

Last updated on 2022-11-27 at 5pm
IT
Post:  Senior Business Analyst/Business Analyst
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Collaborating with various internal business users in identifying analysis needs,
  • Facilitating users to prepare user requirements and communicating the results and insight for continued improvement,
  • Assisting project managers to prepare various business analysis, market intelligence and management reports,
  • Providing technical support for conducting a board of mix analyses which includes customer portfolio, segmentation, predictive models, ad-hoc projects and conducting User Acceptance Tests (UAT) for various system enhancements.
  • Provide team's administrative works and other assigned tasks.

Requirements:
  • University or above , preferably in Business Statistics, Computer Science, Information System Management or related disciplines
  • With a minimum of 2 years’ work experience in Life Insurance Industry or financial institution
  • Experience in handling complex data from multiple sources, database marketing and database management is highly preferred
  • Proficiency in using SQL and other MS office applications, especially in Excel
  • Fast learner, good team player, independent, ability to handle multiple tasks and functional topic simultaneously
  • Strong data analytical skills and the ability to operate effectively with ambiguous and incomplete data
  • Adaptability and flexibility to respond quickly to changing priorities
  • Excellent Problem solving, interpersonal and organizational skills
  • Proficient in English, Chinese and Mandarin are required
  • Candidate with more experience will be considered as Senior Business Analyst

Last updated on 2022-11-27 at 5pm
Insurance - Pension
Post:  Senior Manager (Pensions Operations)
Salary:  negotiable

Client: a listed financial company.

Responsibilities:
  • Manage a team of employee ensuring MPF operation team provides accurate and timely service aligning with business and regulatory requirements.
  • Manage and drive team productivity to achieve/exceed the respective service level agreement.
  • Streamline the workflow so as to improve efficiency and effectiveness, improving client service and compile with statutory requirement.
  • Develop, coach and provide development opportunities for team members.

Requirements:
  • A recognized Bachelor Degree holder or equivalent.
  • At least 10 years’ experience in pension industry.
  • A deep and thorough understanding about the MPF business and operation, as well as the prevailing regulations that could have an impact to the operation.
  • Strong in analytical, problem solving and communication skills.
  • A good interpretation of the organization dynamics and be able to translate them into management policies, procedures and actions to meet the requirements
  • Amiable personality and ability to communicate the direction effectively to peers and stakeholders
  • Strong problem solving skills with client-centric mindset.
  • Solid team management skills.
  • Proficiency in spoken and written English and Chinese.
  • Good PC skills in MS Word & Excel. Candidate with skill in Access is preferable

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Senior Manager (Policy Administration Services)
Salary:  negotiable

For an international life insurance company.

Responsibilities:
  • Oversee daily operation of policy administration to maintain service level with accuracy and uplift client experience
  • Identify and implement system and service enhancement for process streamlining
  • Provide training and coaching to subordinates to cope with business and market changes with updated procedures and documentation
  • Lead and drive team to adapt changes with flexibility and competence
  • Support ad-hoc project when required

Requirements:
  • University graduate or above
  • LOMA / FLMI holder
  • Possess at least 8 years of solid policy administration experience in life insurance industry
  • Proficient knowledge in insurance products, process and regulatory requirements (e.g. AML, FATCA, CRS)
  • Proven team leading experience with strong influencing skills
  • Sound communication and interpersonal skills with good written and spoken languages in English, Chinese and Mandarin
  • Independent with strong sense of accountability and willing to take up challenge
Proficient in MS office applications and Chinese typing
Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Senior Officer (Agency Promotion & Communications)
Salary:  negotiable

For an international insurance company.

Responsibilities:
  • Support the person-in-charge of various agency events including large scales seminars, awards presentation ceremonies, management meetings and etc.
  • Develop creative ideas for planning and organizing events
  • Work closely with internal and external parties to ensure smooth and good execution of every initiatives.
  • Proactively drive positive results of assigned agency initiatives
  • Support logistic and material arrangement for all agency events and meetings
  • Enhance agency engagement through social media tools, direct communication with agency members and secretaries
  • Prepare presentation material for management
  • Handle ad hoc agency related projects assigned by Supervisor

Requirements:
  • Bachelor Degree holder in marketing, event management or business related disciplines
  • At least 4 years working experience in marketing / event management / design and demonstrated accomplishments in bringing to market dynamic
  • Strong communication skills and detail-minded
  • Be able to work independently in a fast-paced working environment in a timely manner
  • Proficient in copywriting skills in English & Chinese
  • Proficient in MS Office including Words, Excel, PowerPoint and Chinese word processing

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Senior Officer, Client Service Delivery
Salary:  negotiable

for a listed financial company.

Responsibilities:
  • Handle enquiries for walk-in clients and agents to meet our service pledge
  • Handle inbound calls and emails from external and internal parties
  • Handle daily enquiries from consultants and customers with efficient manner
  • Participate in projects, liaise with other departments and UAT assignments
  • Prepare reports for management review

Requirements:
  • Diploma or above in any discipline
  • Minimum of 3 years in client service, experience in life insurance is a must
  • Holder of IIQE paper 1, 3 and 5 is preferable
  • Good writing skill in Chinese & English
  • Client-centric with good communication and interpersonal skills

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Senior Policy Administration Officer/Officer
Salary:  negotiable

for a listed life insurance company.

Requirement:
  • Providing life insurance policy services to our clients
  • Handling policy changes, reinstatement, surrender, etc. in a timely and professional manner in compliance with regulatory and business requirements.

Requirements:
  • Diploma holder or above
  • 5 years policy administration experience in life insurance industry
  • Well organized and detail minded
  • Strong interpersonal and communication skills
  • Familiar with MS Word, Excel, PowerPoint and Chinese typing
  • Proficient in spoken & written English & Chinese (Cantonese & Mandarin)
  • Candidate with less experience will be considered as Officer

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Senior Product Development Manager
Salary:  negotiable

For a listed Insurance.
  • *Candidates with less experience will also be considered as <b>Manager/Assistant Manager</b) role.

Responsibilities:
  • Formulate product strategies to fulfill customer, channel needs and company missions
  • Identify technological trends and evolving social behaviors, analyze market intelligence to understand market trends in products, services and customer journeys
  • Lead the product creation and development cycle, from ideation and research, to implementation
  • Ensure services, product offerings and benefit illustrations are all functioning as designed to maximize customer satisfaction as well as commercial development
  • Adapt exceptional communication and organizational skills to support internal and external stakeholders
  • Lead and nurture staff to groom the team

Requirements:
  • You are customer-obsessed, have a strong passion for and ambition to do good for the society and thrive in a highly collaborative environment. In addition, you:
  • Have at least 8-years of working experience in the insurance industry, preferably in the areas of product development, product marketing, channel development or actuarial
  • Have good communication skills, ability to handle change and actively drive performance
  • Are agile and have strong execution capabilities, able to build collaboration
  • Are bottom line orientated, analytical and strategic thinker
  • Are detailed oriented with strong presentation skills
  • Have bachelor’s degree or similar qualification

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Senior Proposition and Partnership Manager
Salary:  negotiable

For a listed financial company.

Responsibilities:
  • Take lead of proposition development and medium-long term strategic roadmap of digital initiative
  • Be the champion of partnership development and business cases formulation
  • Lead a small team, covering research & insights, UXUI design, and proposition development functions
  • Formulate a seamless user journey and intuitive interface design of digital initiative
  • Stay abreast of the latest digital and innovation deployment and the latest regulations change in the fintech/ insurtech space
  • Oversee and facilitate digital product development when required
  • Bachelor degree or above in marketing, business administration or other relevant disciplines
  • At least 8 years of relevant experience in digital insurance/ proposition formulation/ strategic partnership development experience
  • Have sufficient knowledge and experience in customer and stakeholder centric approach for proposition formulation
  • Excellent communications, interpersonal and presentation skills
  • Passionate individual who want to drive changes and deliver additional values to the company, customers and stakeholders
  • Able to extract key messages of a complex issue and present it in a clear and storytelling way
  • Team player, self-motivated, result-oriented and highly independent.
  • Candidates with less experienced will be considered as Proposition and Partnership Manager

Last updated on 2022-11-27 at 5pm
Insurance - Group EB
Post:  Senior Specialist (Business Development )
Salary:  negotiable

For a listed financial Company.

Responsibilities:
  • Achieve sales targets as assigned by working with distribution channels in developing Pensions & Group business
  • Provide input for formulating sales & marketing strategies and responsible for the subsequent implementation
  • Handle the ad-hoc projects as assigned from time to time
  • Compile regular sales reports to management and distribution channels for business review

Requirements:
  • University Degree, Major in Marketing / Business Admin preferred
  • At least 4 years' experience in pension & group sales, preferably with experience in distribution channel sales operation
  • Excellent presentation and negotiation skills
  • Aggressive to grow business (with Profit)
  • Successfully to build strong connection with distribution channel & clients
  • Competent PC knowledge, includes Excel, Word and PowerPoint
  • Good command of English and Chinese in both spoken and written

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Senor Officer/Officer (Client Marketing / Product Marketing)
Salary:  negotiable

for a life insurance company.

Responsibilities:
  • Liaise & work collaboratively with operation, finance, vendors & IT to perform end-to-end client incentive program fulfillment, including get clearance on the campaign request, perform checking and validate the eligible fulfillment list, then book the expense with finance, blast out client communications & perform health check.
  • Perform campaign sales tracking report on a weekly basis for management review & for monthly budget accrual purpose
  • Work closely with internal business development, IT, operations, legal & compliance & external vendors to prepare the draft and the development of marketing collaterals for clients & channel communications on program activities.
  • Monitor industry trends, competitors moves and positioning for shaping of necessary marketing responses & to create business insights.
  • Perform team administration duties, prepare monthly accrual and manage budget throughout the financial year.

Requirements:
  • University graduate in any business and marketing-related subjects
  • 4-5 years experience in marketing and preferably with experience in handling client campaigns / segmentation programs in insurance / bank / telecommunication company
  • Strong execution skills, detailed-oriented & strong logical mindset
  • Excellent coordination skills & multi-tasking
  • Good interpersonal skills and able to deliver accurate work
  • Basic computer skills, especially good at Excel
  • Candidate with less experience will be considered as Officer

Last updated on 2022-11-27 at 5pm
Insurance - Pension
Post:  Supervisor (Pensions Operations MPF & ORSO)
Salary:  negotiable

  • *Position offer depending on the individual's experience.

Responsibilities:
  • Perform or review most of MPF/ORSO business processes and approves various business transactions up to predefined authority limits.
  • Review majority processing transactions for working partner(s).
  • Ensure the completion of business transactions according to the service standards and statutory timeline.
  • Make recommendations and execute process streamlining and service improvement initiatives.
  • Coach and mentor junior staff so as to achieve the service standard and department objectives.
  • Handle and resolve complicated issues or complaints and escalate to manager in a timely manner.
  • Perform daily MPF administration functions of transfer-in/out processing.
  • Update relevant administration / imaging system and control log timely and accurately
  • Handle UAT and ad-hoc project as required.
  • Report any irregularities to manager promptly.

Requirements:
  • HKDSE (Hong Kong Diploma of Secondary Education) holder / Form 7 graduate or above
  • At least 5 years of relevant experience in MPF industry.
  • Knowledge of MPF, customer service principle and retirement fund operations.
  • Good in analytical , planning and organizing skills.
  • Customer focused, with good problem-solving and communication skills
  • Attention to details
  • Able to work independently and under pressure
  • Good PC skills in MS Word & Excel.
  • Good command of both written and spoken English and Chinese

Last updated on 2022-11-27 at 5pm
Insurance - Pension
Post:  Supervisor/Officer (MPF)
Salary:  negotiable

  • *Position offer depending on the individual's experience.

Responsibilities:
  • Perform or review most of MPF business processes and approves various business transactions up to predefined authority limits.
  • Ensure the completion of business transactions according to the service standards and statutory timeline.
  • Coach and mentor junior staff so as to achieve the service standard and department objectives.
  • Handle and resolve complicated issues or complaints and escalate to manager in a timely manner.
  • Perform daily MPF administration functions of contribution, employer enrolment and data and member/preserved member enrolment and data change.
  • Handle UAT and ad-hoc project as required.
  • Report any irregularities to manager promptly.

Requirements:
  • HKDSE (Hong Kong Diploma of Secondary Education) holder / Form 7 graduate or above
  • At least 5 years of relevant experience in MPF industry.
  • Knowledge of MPF, customer service principle and retirement fund operations.
  • Good in analytical, planning and organizing skills.
  • Customer focused, with good problem-solving and communication skills
  • Attention to details
  • Able to work independently and under pressure
  • Good PC skills in MS Word & Excel. Candidate with skill in Access is preferable
  • Good command of both written and spoken English and Chinese

Last updated on 2022-11-27 at 5pm
Insurance - Pension
Post:  Supervisor/Officer - Pensions Operation (Full Set)
Salary:  negotiable

Key Role:
Full set of Pensions operation.
Position offer depending on the individual's experience.

Responsibilities:
  • Able to perform daily processing transaction for MPF accounts within service requirement and regulatory guidelines with minimal supervision.
  • Able to verify junior staff processed transaction and provide alert them if have any issue which may breach of service standard.
  • Ensure all relate operation processing transactions are completed within service standards and statutory timeline
  • Coach and mentor junior staff so as to achieve the service standard and department objectives.
  • Handle and resolve complicated issues or complaints and escalate to manager in a timely manner.
  • Liaise with clients on completion of business processes
  • Registration and dispatch of documents
  • Handle UAT or ad-hoc projects as required.

Requirements:
  • HKDSE (Hong Kong Diploma of Secondary Education) holder / Form 7 graduate or above
  • At least 5 years of relevant experience in MPF industry.
  • Knowledge of MPF, customer service principle and retirement fund operations.
  • Good in analytical , planning and organizing skills.
  • Customer focused, with good problem-solving and communication skills
  • Attention to details
  • Able to work independently and under pressure
  • Good PC skills in MS Word & Excel. Candidate with skill in Access is preferable
  • Good command of both written and spoken English and Chinese

Last updated on 2022-11-27 at 5pm
Insurance - Life
Post:  Underwriting Manager
Salary:  negotiable

For a listed life insurance.

Responsibilities:
  • Reporting to Department Head, the incumbent will be responsible for:
  • Perform underwriting assessment on new business application and review suggest cases from underwriters, including large amount and complex cases
  • Assist to monitor and manage underwriting performance standard
  • Review and recommend the current workflow and systems to ensure consistency of underwriting decisions is comply with the Company’s operation guidelines
  • Maintain relationships with and delivers quality customer services to internal and external stakeholders
  • Participate in the product development cycle in giving comments and advice from underwriting perspective
  • Assist to develop and coach underwriters

Requirements:
  • Degree holder with professional insurance qualification (e.g. FLMI or ICA).
  • 8 years of underwriting experience in life insurance company, with project handling experience
  • Strong analytical and problem-solving skills
  • Excellent leadership, interpersonal and communication skills
  • Open-minded, flexible and always strive for improvement

Last updated on 2022-11-27 at 5pm