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理財顧問索引
保誠為全球首屈一指的保險公司之一,共僱有約800名員工,並為香港提供人壽保險、醫療及一般保險、僱員福利及投資計劃。我們的總辦事處設於中環。為配合我們的業務發展,我們誠邀閣下申請以下職位:(暫時只提供英文資料)

 Actuarial & Finance
 Agency Administration
 Customer Service
 General Insurance & Employee Benefits
 Human Resources & Office Support
 Information Technology
 Legal & Compliance
 Life Administration
 Marketing
 Medical
 Partnership Distribution

Actuarial & Finance
Assistant Manager, Finance Projects
Responsibilities:
  • Managing changes in Finance processes and systems and leading the implementation of these changes across the finance function to deliver the wider business strategies
  • Collaborate with internal / external business partners to devise project plans and implement the changes on a timely manner
  • Deliver quality project deliverables such as implementation plan, solution design, integration and transition plan, etc, for impacted processes on a timely manner.
  • Devise and implement control procedures to assure data integrity and quality assurance of deliverables
  • Coordinate with relevant parties to identify and define business requirements; prepare user requirement; review functional design specification; plan and perform UAT; compile user manual and arrange user training
  • Manage stakeholders effectively to ensure a timely implementation of changes and a smooth transition compliant with corporate governance and regulations

Requirements:
  • Minimum 5 years’ relevant experience of which minimum 2 years at supervisory level
  • Solid project management experience in life insurance finance function, experience in business analyst definitely an advantage
  • Highly organized self-starter with the ability to lead multiple projects and meet deadlines
  • Excellent interpersonal skills and ability to communicate effectively with all levels across organizational boundaries and external partners
  • Able to foster changes and work under pressure
  • Experience in system implementation an advantage
  • Knowledge in life insurance and insurance accounting preferable
  • Excellent in spoken and written English and Cantonese

Assistant Manager, Finance (Treasury Team)
Responsibilities:
  • Assist in planning, implementing and managing changes in investment & treasury operations workflow, finance system, and other finance-related operations
  • Define and analyze change impact in order to provide effective solutions and supports
  • Participate in define business requirements, perform user-acceptance testing, implement changes including interfaces between operating systems and accounting system as well as conduct user training
  • Devise and implement control procedures to enhance data integrity and quality assurance of deliverables
  • Document user specifications, manuals and procedures of workflow processes
  • Perform month-end closing
  • Perform ad hoc task as assigned

Requirements:
  • Qualified accountant with a recognized degree in Finance/ Accounting /Business Commerce
  • Minimum 5 years relevant working experience of finance in major insurance companies and/or large scale project implementation (exposure in insurance industry is definitely an assets)
  • Strong technical knowledge in financial accounting, controls and processes. Knowledge in investment accounting is an asset
  • Working knowledge on SUN Accounting System, treasury system, Macro, Microsoft Office Suite, Visual Basic
  • Strong project management skills and able to multi-tasking
  • Initiative, independent, analytical, patient and able to work under pressure
  • Strong written and verbal language & presentation skills in Cantonese and English

Associate Actuary, Product Management
Responsibilities:
  • Coordination with Local management team, Regional Office, distribution channels and other internal departments on various product development projects in order to align the company’s product initiatives.
  • Perform robust actuarial analysis under various financial reporting measures (including IFRS, EEV, MCEV and ICA basis) and prepare approval document for local management, regional and UK approval.
  • Ongoing monitoring of the profitability / sustainability of in-force products and recommend actions to management through performing appropriate risk / financial analysis.
  • Maintain good working relationship with external counterparties
  • Supervise 2-3 sub-ordinates within the sub-team and provide ongoing coaching on actuarial
  • Handle and recommend solutions to day-to-day operational issues / enquiries / requests raised from distribution channels and other departments

Requirements:
  • Fellow of the Societies of Actuaries or equivalent
  • At least 7 years of relevant experience with minimal of 2 years at supervisory level
  • With good business acumen and self-motivated
  • Excellent financial modeling skills. Knowledge of HK / UK / EEV / MCEV reporting is an advantage
  • Excellent communication and analytical skills and good command of spoken and written English and Chinese.

Actuarial Internship, (July to December 2015)
Responsibilities:
  • Support new product launch with participation in model update and UAT
  • Handle special quotation and handle ad hoc enquiries from other department
  • Assist experience and data analysis investigations within Reporting team
  • Assist valuation team in regular financial reporting of business results across various reporting metrics.
  • Participate in MVA and asset shares calculation, bonus review, SAA review and other projects

Requirements:
  • Students of Actuarial Studies in University
  • SOA Exam P, FM
  • Familiar with programming and PROPHET an advantage
  • Good command of both spoken and written English and Chinese
  • Good analytical and communication skills

Contract Senior Officer, Finance (1 yr Contract)
Responsibilities:
  • Assist in alignment of new accounting standard updates and group reporting requirements in respect of investment accounting
  • Participate in investment related projects by consolidating users requirements and performing user acceptance tests
  • Validate investment valuation and their methodology
  • Perform accounting entries, analytical analysis and reports
  • Participate in month-end closing for treasury and investment items
  • Perform ad-hoc financial related assignments

Requirements:
  • Investment accounting background is a preferable
  • High diploma/ degree in Accounting or Business or related disciplines
  • Student member of professional accounting bodies
  • At least 5 years relevant working experience, preferably gained from financial industry or accounting firms
  • Proficiency in MS Office and other major accounting packages. Knowledge in SUN Accounts is an added advantage.
  • Well written English Must have a strong sense of responsibility and a self motivator.

 


Agency Administration
Manager, Agency Training (Ref.: M/AT)
Responsibilities:
  • Assist the Director to plan, organize & direct resources within the Agency Training Department function to implement & formulate training strategies to address the Agency’ short-term to long-term productivity goals and selling professionalism
  • Review and evaluate learning & development methodologies to cope with agency force growth & emerging demographic characteristics of the Agency
  • Build strategic relationship with agency leaders to learn about training issues & partnership opportunities
  • Lead and manage a team of professional to ensure quality services and training support to agents are delivered
  • Prepare management reports for Section Head and monitor budget and manpower utilization

Requirements:
  • Degree holder with a professional qualification
  • At least 7 years of training experience preferably in agency related aspects with 3 to 5 years supervisory experience
  • Familiar with agency culture and strong project management experience
  • Good understanding of market landscape of insurance, banking and IFA industry
  • Sound knowledge in sales practices and agency management
  • Familiar with the regulatory and compliance of the industry
  • Good analytical, interpersonal & presentation skills
  • Good command of both spoken and written English and Chinese
  • Fluency in Mandarin would be an added advantage
  • Proficient in MS Office

Assistant Manager,Agency Training (Ref:AM/Recruit)
Responsibilities:
  • Assist the Manager to plan and execute the recruitment programs to attract more potential candidates to join the agency force
  • Provide recruitment supports to respective agency leaders in designing and implementing various recruitment tools and recruitment incentives
  • Act as the person-in-charge to organize and hold the recruitment events
  • Foster the connections with universities for campus recruitment and business internship program
  • Prepare and analyse the recruitment incentives progress reports for management review
  • Prepare recruitment data analysis and forecast of recruitment trend

Requirements:
  • Degree holder of any disciplines
  • Hands on experience in organizing event and publication is essential
  • At least 5 years of relevant experience in insurance related aspects with a minimum of 1 year management experience
  • Experience in agency recruitment and familiar with agency culture is preferred
  • Able to handle multiple tasks and meet tight deadlines
  • Excellent interpersonal and communication skills
  • Sensitive to figures & strong analytical skills
  • Detailed mind and the ability to handle uncertainty
  • Good command of both spoken and written English and Chinese

Senior Officer, Agency Training (Ref: SO/Recruit)
Responsibilities:
  • Assist the managers to plan and execute the recruitment programs by developing recruitment tools to attract potential candidates to join the agency force
  • Prepare write up for agency magazine, marketing materials and organize recruitment events
  • Design and implement recruitment incentives and to provide recruitment supports to respective agency leaders
  • Prepare the recruitment incentives tracking reports and perform analysis on relevant recruitment data
  • Foster the connections with universities for campus recruitment and business internship program
  • Candidate with less experience will be considered as Officer

Requirements:
  • Degree holder of any disciplines
  • Hands on experience in organizing event and publication is essential
  • At least 3 years of relevant experience in insurance related aspects
  • Experience in agency recruitment and familiar with agency culture is preferred
  • Able to handle multiple tasks and meet tight deadlines
  • Excellent interpersonal and communication skills
  • Sensitive to figures & strong analytical skills
  • Detailed mind and the ability to handle uncertainty
  • Good command of both spoken and written English and Chinese

Officer, Agency Management (Ref.: OF/AM)
Responsibilities:
  • To assist in implementation and coordination of sales incentive projects and training programs to achieve business objectives
  • To prepare business correspondence, presentation materials and management reports for management and agency force on timely basis
  • To provide support in agency events or company business meetings occasionally
  • To communicate with agency force and other departments and provide supports on timely basic
  • To co-ordinate general office affairs

Requirements:
  • Bachelor Degree in Business, Management or Communications
  • At least 2 years relevant experience in financial industry
  • Proficiency in Microsoft Office, especially MS Excel, Powerpoint, Chinese word processing
  • Good command of both spoken and written English and Chinese
  • Good interpersonal and communication skills

Business Development Executive, China Market
Responsibilities:
  • Conduct professional needs analysis
  • Foster the relationship with the existing policy owners and identify the opportunities for generating long-term and sustainable business growth.
  • Achieve business targets and key performance indicators through creating own tasks and processes to support and implement business development activities.
  • Plan and implement action plans in the provision of a number of aggregated financial services agreed by management
  • Host or participate in the ‘Business Opportunity Presentations’ seminars launched to the financial consultants
  • Conduct training, seminars, and workshops on business practices to enhance the understanding of high-net-worth Chinese customers to the local financial consultants who aspire to seek business opportunities in China.
  • Establish business platforms in the liaison with HK based organizations and institutes with China background

Requirements:
  • Degree holder of any disciplines, preferably in Finance, Economics, and Business, from a university in China
  • Around 2 to 3 years work experience in China
  • Preferably some business development / customer relationship management experience, gained from the financial services industry
  • Native Mandarin speaker; English and Cantonese at working level
  • Strong cultural appreciation of PRC customers
  • A self-starter with good business connections, particularly in the PRC market

Officer, Agency Training (Ref.: OF/TR Admin)
Responsibilities:
  • Implementing, organizing and performing the daily activities of all administrative matters related to Agency Training projects
  • Data entry such as training record including CPD seminars, scheduled classroom training, all training evaluation forms
  • Assist the team supervisor to organize training events
  • Assist the team supervisor to prepare progress report for various training projects
  • Coordinate general office affairs
  • Assist the supervisor to follow up with training enrolment and follow up logistics
  • Handle hotline enquiries

Requirements:
  • Diploma/Higher Diploma holder, preferably with administration background
  • Minimum 2 years relevant working experience in Agency Administration
  • Good interpersonal and communication skills
  • Good command of both spoken and written English and Chinese
  • Proficient in MS Office and Chinese word processing

Officer, Agency Training (Ref.: TO/AT)
Responsibilities:
  • Provide a comprehensive training & sales support to Agency on project basis
  • Assist in the sales training programs
  • Coordinate and deliver basic training course
  • Assist in the production of training manuals and materials
  • Handle training course related enquiries

Requirements:
  • Bachelor Degree, preferably with professional insurance qualifications
  • 2 years of training experience in the insurance industry
  • Fluent in Mandarin would be an advantage
  • Equipped with China Market exposure is preferred
  • Familiar with agency culture and strong project management experience
  • Good knowledge of insurance industry & financial planning profession
  • Good analytical, interpersonal & presentation skills
  • Proficient in MS Office
  • Good command of both spoken and written English and Chinese

Agency Operations - Business Analyst
Responsibilities:
  • Provide support to operation users for facilitation of workflow
  • Liaise between operation users and IT department
  • Drive user requirements and conduct system testing
  • Prepare system operational guideline and procedure
  • Assist to perform ad-hoc and company projects

Requirements:
  • Higher diploma or above, or experience in business re-engineering, operation streamline or MIS reporting
  • Experience in insurance industry is an advantage
  • Multi-tasking, with strong logical and analytical mind, interpersonal and communication skills
  • Proficient in Microsoft application and writing skills are preferable

Assistant Officer, Agency Compensation
Responsibilities:
  • Handle end to end debt collection administrative work, including record management, demand letters preparation, negotiate settlements and check the HKFI registration of ex-agents
  • Appoint collecting agencies to collect debt and assist in debt recovery via legal proceeding if necessary
  • Handle provident fund payments and verify incoming bills, cheques, etc.
  • Respond to agents’ enquiries on credit management perspective
  • Provide support on system enhancement projects and complaint cases handling
  • Prepare analysis reports for debt recovery and work closely with supervisor to monitor the performance of collecting agencies

Requirements:
  • University graduate preferable in Accounting or Finance
  • Experience in credit management / familiar with agency culture would be an advantage
  • Proficient in Microsoft application such as MS-Word, MS-Excel, MS- PowerPoint
  • Fluent in both written and spoken English and Chinese, with conversational Mandarin is highly preferred
  • Able to manage multi-task, with strong logical and analytical mindset
  • Good interpersonal and communication skills

 


Customer Service
Manager, Customer Service (Ref.: M/CS_VIP)
Responsibilities:
  • Assist the Senior Manager by managing the daily operations of center, developing team members’ expertise and providing suggestion for continuous service improvement to achieve operational efficiency and service excellence
  • Oversee the implementation of service enhancement program and new initiatives , provide feedback and analysis from customers’ viewpoint for further improvement
  • Handle high net worth customers’ enquiries and requests on insurance products, and resolve escalated cases in a timely and professional manner
  • Provide one-stop service to high net worth customer by providing identity verification, premium collection, after-sale service and to resolve customer dissatisfaction if necessary
  • Ensure the completion of customers’ requests and applications by performing case management
  • Communicate and coordinate with relevant stakeholders to improve operational efficiency and organizational effectiveness

Requirements:
  • Bachelor degree holder in any discipline, with FLMI & ACS is an added advantage will be an advantage
  • Minimum 10 years of working experience in customer service, preferably with insurance/financial industry/high net worth related exposure
  • Equipped with excellent customer servicing mindset, plus strong problem solving skills
  • Excellent presentation, data analysis and people management skills
  • Customer focused and result oriented, with the ability to work under pressure and in a changing environment
  • Excellent in both written and spoken English and Chinese, fluent in Putonghua is essential
  • Able and enjoy to work with people of diverse backgrounds with good interpersonal skill
  • Hands on MS Office knowledge
  • Shift duty may be required (from Monday to Saturday, no overnight shift is required)

Assistant Manager, Customer Service (Ref: AM/CR)
Responsibilities:
  • Ensure the escalated customer enquiries or complaints are handled properly and accurately in a timely manner, and are complied with regulatory and internal requirements
  • Identify service gaps of each touch point and proactively drive relevant parties to improve customer experience
  • Able to challenge work practices and present options and recommendations on changes and initiatives, which will impact on the customer experience and the business
  • Assist in developing presentations and other communications to translate findings into actionable recommendations and project plans for enhancing customer experience
  • To support implementation or enhancement of Customer Feedback System, procedures and practice, and lead the initiatives of improving customer loyalty and customer experience to participate industry customer service award programs

Requirements:
  • Bachelor Degree in any discipline, with IIQE, FLMI & ACS is an added advantage
  • Over 5 years of experience in customer / sales service environment with customer experience and/or complaint management exposure preferably gained in insurance or financial industry
  • Able and enjoy to work with people of diverse backgrounds with good interpersonal skill
  • Fluency in both English & Chinese (verbal & written skills are essential)
  • Good presentation and problem solving skills with positive and pro-active mindset

Senior Officer,Customer Services(Ref:SO/CSHL)
Responsibilities:
  • Respond to customer feedback in a timely and professional manner
  • Provide and process information in response to their feedback, concerns and requests about insurance products and services
  • Communicate and coordinate with relevant parties to obtain and evaluate all relevant information
  • Resolve customer dissatisfaction and proactively build long term trust with customers
  • Assist in improving operational efficiency and organizational effectiveness
  • Provide other policy servicing support upon required

Requirements:
  • Degree holder with minimum 3 years customer service experience, preferably with experience in handling customer complaints
  • Understanding of insurance is preferred
  • Good writing skills and a pleasant telephone manner are essential
  • Good spoken and written English and Chinese (including Mandarin)
  • Strong problem solving and interpersonal skills
  • Customer focused, high flexibility and able to meet tight deadline
  • Shift duty may be required (from Monday to Saturday)

Customer Service Ambassador (Ref.: CS Ambassador)
Responsibilities:
  • Meet and greet walk-in high net worth customers/agents by managing the queuing order at waiting area in service center
  • Handle simple enquiry/request from walk-in high net worth customers/agents and escalate to on-duty Relationship Manager for servicing if necessary
  • Maintain the tidiness of service center and ensure a sufficiency of service forms and stationary in the service center
  • Collect all incoming mails/forms and provide administrative support to the team whenever necessary
  • Handle ad hoc tasks as assigned within turn-around-time

Requirements:
  • Diploma/Higher Diploma holder with minimum 1 year working experience in customer service environment
  • Exposure in insurance or financial industry will definitely be an advantage
  • Excellent in both written and spoken English and Chinese
  • Fluent in Putonghua and Cantonese is a must
  • Hands on MS Office knowledge
  • Customer focused and result oriented, with the ability to work under pressure and in a changing environment
  • Able and enjoy to work with people of diverse backgrounds with good interpersonal skill
  • Shift duty may be required (from Monday to Saturday, no overnight shift is required)

Senior Officer, Customer Service (Ref.: SO/CS_VIP)
Responsibilities:
  • Provide one-stop service to high net worth customer by providing identity verification, premium collection, after-sale service and to resolve customer dissatisfaction if necessary
  • Handle high net worth customers’ enquiries and requests on insurance products in a timely and professional manner
  • Ensure the completion of customers’ requests and applications by performing case management
  • Build rapport and maintain a long term relationship with high net worth customers and the respective agents
  • Communicate and coordinate with relevant stakeholders to improve operational efficiency and organizational effectiveness
  • Provide administrative support to the team whenever necessary and handle ad hoc tasks as assigned within turn-around-time

Requirements:
  • Bachelor degree holder in any discipline, with FLMI & ACS is an added advantage will be an advantage
  • Minimum 5 years of working experience in customer service, preferably with insurance/financial industry/high net worth related exposure
  • Equipped with excellent servicing mindset, plus strong problem solving skills
  • Excellent in both written and spoken English and Chinese, fluent in Putonghua is essential
  • Customer focused and result oriented, with the ability to work under pressure and in a changing environment
  • Able and enjoy to work with people of diverse backgrounds with good interpersonal skill
  • Hands on MS Office knowledge
  • Shift duty may be required (from Monday to Saturday, occasionally Sunday as requested, no overnight shift is required)

 


General Insurance & Employee Benefits
Assistant Manager, Group Admin. & Medical, GIEB
Responsibilities:
  • Supervise a team to provide underwriting and policy administration services for group medical and life business
  • Lead a team to develop system enhancement for group medical and life businesses
  • Verify data from the handlers and ensure high accuracy rate of processing
  • Assist Team Head on ad-hoc assignments

Requirements:
  • Tertiary educated, preferably with a Bachelor Degree
  • Min 5 years’ experience in underwriting and policy administration service for group medical and life businesses
  • Experience in project management as an advantage
  • Good communication and supervisory skills

Assistant Group Admin and Medical Officer, GIEB
Responsibilities:
  • Handle medical and group insurance policies issuance, renewals, endorsements, amendments, quotations and premium settlement
  • Handle enquiries from customers and intermediaries
  • Provide general support to daily operations
  • Independent, detail-oriented and able to work under pressure

Requirements:
  • F.6 or above, preferably with progress in insurance related qualifications
  • Min. 2 years relevant working experience in insurance industry, experience in medical insurance business will be an advantage
  • Good interpersonal and communication skills
  • Proficient in MS Office application, including word & excel and Chinese typing
  • Good command of both spoken and written English and Chinese

Marketing Officer, GIEB
Responsibilities:
  • Provides effective and efficient marketing and product development support to general insurance and group business
  • Supports the development of new marketing opportunities to achieve business growth
  • Assist to develop new marketing tools by making use of technology
  • Assist in preparing analysis to support product development and marketing activities
  • Provide product training to agents

Requirements:
  • 2 – 4 years related working experience in Marketing
  • Experience in handling marketing activities or product development for insurance products
  • Possessing strong sense in IT and analytical skills
  • Good interpersonal and communication skills
  • Self-motivated and able to meet tight deadline
  • Proficient in MS applications

Asst Policy Admin Officer (Ref.: APAO-GIEB)
Responsibilities:
  • Data capture, review & issue the policy applications, quotations, renewal, endorsements and policy amendments and follow up agent enquiries
  • Ensure all business specifications are complied with in accordance with the underwriting guidelines
  • Provide ad hoc administrative support as necessary

Requirements:
  • F.6 or above, preferably with professional insurance qualifications
  • 2 to 3 years relevant experience in general insurance industry is an advantage. Fresh university graduate will also be considered
  • Self-motivated and detail-oriented
  • Excellent interpersonal and problem solving skills
  • Good communication skills in both English and Chinese
  • Proficient in MS applications

Assistant Medical Claims Officer, GIEB
Responsibilities:
  • Assist for daily operation of individual and group medical insurance businesses
  • Perform medical claims adjudication and underwriting
  • Handle administrative duties and prepare daily reports
  • Assist in developing user requirement and perform user-acceptance testing
  • Provide customer services to clients

Requirements:
  • F.6 or above, preferably with progress in insurance related qualifications
  • Min. 2 years relevant working experience in insurance industry, experience in medical insurance business will be an advantage
  • Good interpersonal and communication skills
  • Proficient in MS Office application, including word & excel and Chinese typing
  • Good command of both spoken and written English and Chinese
  • Candidates with more experiences will consider the position of Medical Claims Officer

 


Human Resources & Office Support
Assistant Manager, Reward
Responsibilities:
  • Manage and control budget, perform budget and headcount analysis
  • Review salary structure and guidelines
  • Advise HRBP and line managers on promotional salary increase
  • Perform AIB and 13th month bonus calculation
  • administer benefit level change for any employee movements
  • propose enhancement or changes and access impact in response to regulatory change
  • collect market data and conduct market benchmarking
  • Calculate final payment. Coordinate with HR Business Partner to ensure termination process is completed
  • Handle employee enquiries independently in relation to the reward policies and programs
  • Design and deliver communication to enhance employee understanding value of total reward package
  • Advise and collaborate with other teams in HR department regarding the ongoing maintenance of C&B programs and identify improvement areas
  • Manage employee compensation insurance renewal as well as any related claims

Requirements:
  • Bachelor Degree
  • 6 years of relevant experience preferably from a MNC or sizable Financial Services organization (candidates with less experience but with potential will be considered for Senior Officer position)
  • Sound knowledge in HK statutory requirements
  • Excellent analytical skills and capable of handling massive data
  • Proficient in MS Excel and Powerpoint
  • Independent and well-organized, with strong communication and inter-personal skills
  • Good team player with collaborative working style and commitment to quality and tight schedule
  • Please email your application to reward.hkg@prudential.com.hk

Senior Officer/Officer, Office Support
Responsibilities:
  • Handle agency entitlement regarding seat assignment, access card, key arrangement, etc
  • Handle agency relocation and daily record updating
  • Handle the telephone and fax line installation, relocation and record updating
  • Handle printed matters checking, refilling and inventory control
  • Handle repair & maintenance service
  • Handle stationery and pantry supply ordering
  • Handle name card printing
  • Handle other office administration duties, such as office cleaning
  • Prepare monthly reports, settle related invoice and handle ad hoc project

Requirements:
  • Diploma holder or above in Business Studies or relevant discipline
  • Minimum 3 years relevant experience gained from sizable company
  • Strong communication and interpersonal skills
  • Mature, independent, customer-oriented
  • Good in Word, Excel, Powerpoint and Chinese Word Processing

Officer, Partnership Operation (Contract)
Responsibilities:
  • Provide business and technical administration support in the replacement of a legacy sales force administration platform with a new distributed channel management system (DCMS)
  • Liaise and collaborate between relevant parties and IT application team to launch DCMS system from department perspective
  • Assist in gathering and preparing of user requirement documents
  • Prepare requirements such as design screen flow and layout to meet different channel business needs
  • Prepare User Acceptance Tests (UAT) Plan and conduct UAT against agreed time frame

Requirements:
  • Diploma / Degree in Business, Management or IT Management
  • 3 years of experience in financial industry, with solid experience in business analysis with good understanding of IT system development (SDLC)
  • Proficiency in Microsoft Office, especially MS excel; knowledge of database system preferable.
  • Fluent Cantonese. Good command of English, spoken and written.
  • Self-initiated, independent and good communication skills.

Contract Manager, Office Support-Agency Office
Responsibilities:
  • Supervise and monitor the operation of agency office including daily administration functions
  • Review and standardize operations at all agency offices
  • Assess potential operation risk on counter service for cash and check distribution
  • Ensure office security including access control system, fire drill
  • Monitor DSE workstation risk assessment
  • Monitor and responsible for staff record and seating plan system of agency office
  • Perform ad-hoc projects, including office set up for new agency offices
  • Service contract renewal of vendors

Requirements:
  • Degree holder or above in Business Administration / Facility Management / Building Services
  • Minimum 6 years relevant experience of which 3 years should be at managerial level gained from sizable company
  • Excellent leadership and project management skills
  • Mature, independent and customer-oriented
  • Good in Word, Excel, Powerpoint and Chinese Word Processing

 


Information Technology
Assistant Manager, Desktop Support
Responsibilities:
  • Manage a team of Desktop Support staff to provide IT Desktop service requests, maintenance, problem troubleshooting and resolution, project work and improvement of processes
  • Supervise the Desktop Support Team in provision of pro-active monitoring, support and troubleshooting with a view to improve the end-users' experience of the systems
  • Set procedures and processes for managing and strengthening the control and efficiency in Desktop Support services in all aspects including but not limited to Asset Inventory and Deployment, Procurement, Vendor Evaluation and Selection, Service Quality, Deliverables and Service Level
  • Manage and perform supervisory duties on a daily basis for the Desktop Support Team and ensure procedures and processes are adhered to
  • Report operational achievements and progress to management on a regular basis including statistical analysis and improvement of action plans

Requirements:
  • Degree in Computer Studies, or an equivalent combination of education and related experience, or related disciplines
  • At least 8 years IT working experience on supporting Microsoft Windows operating system environment, Desktop services and Lotus Notes
  • At least 1 year supervisory level
  • Management experience in leading the technical support, service support, computer operation and desktop support
  • Knowledge on AS/400, UNIX, Windows operating systems, Active Directory, Firewall, Basic Networking, Server operating systems
  • Knowledge of ITIL process

Manager, IT Assurance
Responsibilities:
  • Promote good Information Technology Security practices within the company and ensure that they are applied effectively and accordingly to Regional and regulatory requirements
  • Develop IT security technologies and frameworks in alignment with Information Security guidelines and governance and ensure consistency with regional standards
  • Ensure that the processes for security monitoring are in place; security logs are maintained, reviewed and actions are taken as necessary
  • Coordinate with various departments on the adherence to Prudential Group Information Technology Security Policies & Guidelines
  • Lead the formulation and maintenance of local security procedures and ensure that they are being adhered to Regional IT Security Policies by relevant parties such as conducting risk analysis on all new systems / major enhancements

Requirements:
  • Degree in Computer Studies, or related disciplines
  • At least 10 years IT security or information security (technical) experience on Wintel / UNIX, Workflow, Content Manager, server, database, Lotus Notes administration
  • Broad knowledge of security domains, trends, and technologies (such as threat and vulnerability management, firewall security, identity & access Management, endpoint security, web application security, data loss prevention, encryption, security hardening, secure SDLC)
  • UNIX, relational databases, Lotus Notes and Network
  • Root id management
  • Technical understanding of various platforms (e.g. Windows, Unix, network, database)

Senior Systems Analyst - eSubmission
Responsibilities:
  • Understand business processes and requirements in order to provide effective solutions and support to users.
  • Prepare project schedule and resources requirements, and assist IT Managers to monitor project progress.
  • Conduct systems analysis and design, and co-ordinate testing and implementation activities
  • Establish, enforce and review quality assurance processes and testing strategies to ensure the compliance of corporate technology standard
  • Ensure all projects and applications are delivered with good quality, meeting user requirements, on time and within budget.
  • Ensure the systems development work is performed in accordance with the Systems Development Methodology and guidelines
  • Ensure compliance with Group, PCA, Corporate Governance, IT standards, policies and guidelines.

Requirements:
  • Degree in Computer Studies, or related disciplines
  • Minimum 8 years working experience in Information Technology with at least 2 years as a Systems Analyst
  • Solid experience in implementing projects of various size
  • Experience in dealing with service providers will be an added advantage
  • Insurance or financial systems knowledge
  • Must have proven systems design and problem solving skills
  • Design, development and testing methodologies
  • Strong project governance and IT best practices
  • Web application development knowledge in Java, Websphere
  • Application knowledge in SPRING framework, EJB, J2EE, Hibernate and XML
  • Database knowledge in DB2 or other RDBMS
  • Able to lead a team to complete jobs assigned
  • Good command of both written and spoken English and Chinese

Senior Systems Analyst
Responsibilities:
  • Understand business processes and requirements in order to provide effective solutions and support to users.
  • Prepare project schedule and resources requirements, and assist IT Managers to monitor project progress.
  • Conduct systems analysis and design, and co-ordinate testing and implementation activities
  • Establish, enforce and review quality assurance processes and testing strategies to ensure the compliance of corporate technology standard
  • Ensure the systems development work is performed in accordance with the Systems Development Methodology and guidelines.
  • Handle the audit and compliance requirements.
  • Ensure compliance with Group, PCA, Corporate Governance, IT standards, policies and guidelines.

Requirements:
  • Degree in Computer Studies, or related disciplines
  • Minimum 8 years working experience in Information Technology with at least 2 years as a Systems Analyst
  • Solid experience in implementing projects of various size
  • Experience in dealing with service providers will be an added advantage
  • Insurance or financial systems knowledge
  • Must have proven systems design and problem solving skills
  • Design, development and testing methodologies
  • Strong project governance and IT best practices
  • Web application development knowledge in Java, Websphere
  • Application knowledge in SPRING framework, EJB, J2EE, Hibernate and XML
  • Database knowledge in DB2 or other RDBMS

Senior System Analyst, Esubmission
Responsibilities:
  • Understand business processes and requirements in order to provide effective solutions and support to users.
  • Prepare project schedule and resources requirements, and assist IT Managers to monitor project progress.
  • Conduct systems analysis and design, and co-ordinate testing and implementation activities which include:
  • Ensure unit, system and integration testing are properly performed before implementation
  • Establish, enforce and review quality assurance processes and testing strategies to ensure the compliance of corporate technology standard
  • Ensure the systems development work is performed in accordance with the Systems Development Methodology and guidelines.
  • Vendor selection, relationship management and compliance monitoring.
  • Work out effective solutions with quick turnaround time to minimize business impact due to production problems.

Requirements:
  • Degree in Computer Studies, or related disciplines
  • Minimum 8 years working experience in Information Technology with at least 2 years as a Systems Analyst
  • Solid experience in implementing projects of various size
  • Experience in dealing with service providers and vendor management
  • Insurance or financial systems knowledge
  • Must have proven systems design and problem solving skills
  • Design, development and testing methodologies
  • Strong project governance and IT best practices
  • Experience in EJB, Java/J2EE and XML
  • Experience in WebSphere, Spring framework and DB2 or other RDBMS
  • Experience in mobile application development would be an added advantage
  • Windows and AIX environment

Senior Systems Analyst (IT\AM\ES3 - SFT)
Responsibilities:
  • Understand business processes and requirements in order to provide effective solutions and support to users.
  • Prepare project schedule and resources requirements, and assist IT Managers to monitor project progress.
  • Responsible for customizing, enhancing and maintaining mobile application systems.
  • Responsible for systems analysis and design for projects with greater scope and higher complexity.
  • Lead and guide systems analysts and developers to complete assigned jobs and provide day-to-day system support.
  • Establish and enforce quality assurance processes and testing strategies.

Requirements:
  • Degree in Computer Studies, or related disciplines
  • Minimum 8 years working experience in Information Technology with at least 2 years as a Systems Analyst
  • Solid experience in mobile application development such as iOS and Android
  • Must have proven systems design and problem solving skills
  • Design, development and testing methodologies in mobile and web applications
  • Knowledge in mobile application development such as iOS, Android, Windows Phone and HTML5
  • Experience in EJB, Java/J2EE/Objective-C and XML
  • Experience in WebSphere, Spring framework and DB2 or other RDBMS
  • Experience in mobile application development, deployment and support
  • Linux, Windows and AIX environment
  • Good command of both written and spoken English and Chinese
  • Insurance or financial systems knowledge would be an added advantage
  • Candidate with less experience will be considered as Systems Analyst

Senior Systems Analyst, IT (WEB)
Responsibilities:
  • Understand business processes and requirements in order to provide effective solutions and support to users.
  • Prepare project schedule and resources requirements, and assist IT Managers to monitor project progress.
  • Conduct systems analysis and design, and co-ordinate testing and implementation activities
  • Analyze and assist users in defining requirements
  • Ensure unit, system and integration testing are properly performed before implementation
  • Establish, enforce and review quality assurance processes and testing strategies to ensure the compliance of corporate technology standard
  • Ensure the systems development work is performed in accordance with the Systems Development Methodology and guidelines.
  • Vendor selection, relationship management and compliance monitoring.
  • Work out effective solutions with quick turnaround time to minimize business impact due to production problems.

Requirements:
  • Degree in Computer Studies, or related disciplines
  • Minimum 8 years working experience in Information Technology with at least 2 years as a Systems Analyst
  • Solid experience in implementing projects of various size
  • Experience in dealing with service providers will be an added advantage
  • Insurance or financial systems knowledge
  • Must have proven systems design and problem solving skills
  • Design, development and testing methodologies
  • Web application development knowledge in Java, WebSphere
  • Application knowledge in SPRING framework, EJB, J2EE, Hibernate and XML
  • Database knowledge in DB2 or other RDBMS
  • Good command of both written and spoken English and Chinese
  • Strong interpersonal skills and able to communicate effectively with all levels

Senior Systems Analyst, IT (Data Warehouse)
Responsibilities:
  • Responsible for customizing, enhancing and maintaining application systems.
  • Understand business processes and requirements in order to provide effective solutions and support to users.
  • Reviews and analyzes the user requirements regarding their degree of detail, completeness
  • Responsible to manage the project and leading the vendor and users to complete the project
  • Responsible to the ETL or BI design, reporting and development of the in-house Data Warehouse
  • Prepare project schedule and resources requirements, and assist supervisor to monitor project progress.
  • Conduct systems analysis and design, and co-ordinate testing and implementation activities
  • Work out effective solutions with quick turnaround time to minimize business impact due to production problems.
  • Ensure compliance with Group, PCA, Corporate Governance, IT standards, policies and guidelines.

Requirements:
  • Degree in Computer Studies, or related disciplines
  • Minimum 7 years working experience in Information Technology and minimum with 4 years in Business Intelligence and Data Warehouse tools
  • Solid experience and understanding in data modeling, database management and system development
  • Experience in Oracle, IBM DataStage and IBM Cognos is highly desirable
  • Experience in dealing with service providers will be an added advantage
  • Insurance or financial systems knowledge
  • Must have solid systems design and problem solving skills
  • Good understanding of software development life cycle processes, documentations and methodologies
  • Oracle, IBM DataStage, IBM Cognos and UNIX Shell Script
  • Windows and Unix environment
  • Able to lead a team to complete jobs assigned
  • Good command of both written and spoken English and Chinese
  • Strong interpersonal skills and able to communicate effectively with all levels

Service Support Analyst, Data Centre
Responsibilities:
  • Provide Problem Coordinator role in managing the high severity problem situation with on-going update to management teams and affected users.
  • Provide Change Coordinator role in analyzing the critical changes that will affect the business operations.
  • Compile the asset inventory report, service level report, problems and changes trend analysis, summary and aging reports.
  • Conduct periodic meetings with vendors, review its service contracts, deliverables, service quality and take appropriate actions to meet the defined service level requirement.
  • Analyze the problem records and take necessary actions to prevent any repeated problem that will affect the business operation.
  • Plan, build and implement the knowledge database for providing immediate resolution to the callers.
  • Monitor the Helpdesk, Problem and Change Request logging system for the delegation, assignments and completion of problem tickets.

Requirements:
  • College graduate in IT or above
  • At least 4 years service support experience is a MUST (overseas or local clients helpdesk experience is an advantage)
  • Knowledge of common desktop applications and tools, including Microsoft Windows and Microsoft Office
  • Knowledge of ITIL process

Information Technology Security Analyst
Responsibilities:
  • Weigh business needs against IT security concerns and recommend necessary changes to enhance information systems security.
  • Assist to develop IT security technologies and frameworks, aligned with IT Security guidelines and governance and ensure consistency with regional standards
  • Assist in the formulation and maintenance of IT security procedures
  • Review all systems logs such as data centre access logs, firewall logs, intrusion detection logs and take appropriate actions when necessary
  • Establish IT security-monitoring practices for all platforms across the enterprise.
  • Monitor and assure that policies and procedures related to accuracy, integrity, confidentiality and security are followed
  • Participate in the development, documentation, communication, testing, and periodic review of business continuity and disaster recovery plans.

Requirements:
  • Degree in Computer Studies, or related disciplines
  • At least 6 years experience on UNIX, Workflow, Content Manager, database, Lotus Notes administration
  • Proficient in Information Security Management, IT Security, Project Management
  • Knowledge of Data Encryption, Ethical Hacking, Internet/Intranet, Security Risk
  • Experience in writing security guideline
  • Able to lead a team of operational and technical staff
  • Experience in a finance or insurance setting
  • UNIX, relational databases, Lotus Notes and Network
  • Root id management

System Analyst, Application Management
Responsibilities:
  • Understand business processes and requirements in order to provide effective solutions and support to users.
  • Prepare project schedule and resources requirements, and assist IT Managers to monitor project progress.
  • Conduct systems analysis and design, and co-ordinate testing and implementation activities
  • Work out effective solutions with quick turnaround time to minimize business impact due to production problems.
  • User enquiries are replied in a timely manner through the team's support.
  • Coordinate with users on testing and production support.
  • Handle the audit and compliance requirements.
  • Ensure compliance with Group, PCA, Corporate Governance, IT standards, policies and guidelines.
  • Ensure all statutory requirements are met.

Requirements:
  • Degree in Computer Studies, or related disciplines
  • Minimum 6 years working experience in Information Technology
  • Solid experience in implementing projects of various size
  • Experience in dealing with service providers will be an added advantage
  • Insurance or financial systems knowledge
  • Must have solid systems design and problem solving skills
  • Design, development and testing methodologies
  • Strong project governance and IT best practices
  • Informix, Visual Basic, .Net, J2EE, EJB, Lotus Notes, IBM MQ Workflow
  • Windows and Unix environment
  • RDBMS database structures and design
  • Able to lead a team to complete jobs assigned
  • Able to work with minimal supervision
  • Good command of both written and spoken English and Chinese
  • Strong interpersonal skills and able to communicate effectively with all levels
  • Experience in distribution channel management system is an added advantage

Systems Analyst
Responsibilities:
  • Understand business processes and requirements in order to provide effective solutions and support to users.
  • Prepare project schedule and resources requirements, and assist IT Managers to monitor project progress.
  • Conduct systems analysis and design, and co-ordinate testing and implementation activities which include:
  • Perform impact analysis
  • Prepare systems design specifications
  • Ensure unit, system and integration testing are properly performed before implementation
  • Establish quality assurance processes and testing strategies in accordance to corporate technology standard
  • Ensure the systems development work is performed in accordance with the Systems Development Methodology and guidelines.
  • Work out effective solutions with quick turnaround time to minimize business impact due to production problems.

Requirements:
  • Degree in Computer Studies, or related disciplines
  • Minimum 6 years working experience in Information Technology
  • Solid experience in implementing projects of various size
  • Experience in dealing with service providers will be an added advantage
  • Prefer to have experience on imaging workflow processing, image/document handling, storage and extraction
  • Insurance or financial systems knowledge
  • Must have solid systems design and problem solving skills
  • Strong project governance and IT best practices
  • Knowledge in Visual Basic 6.0, Informix 4GL, VC++, C#.NET and Java J2EE, Windows and Unix environment, RDBMS database structures and design
  • Experience on IBM DB2 and Informix RDBMS is preferable.
  • Good command of both written and spoken English and Chinese

Systems Analyst, Information Technology
Responsibilities:
  • Understand business processes and requirements in order to provide effective solutions and support to users.
  • Prepare project schedule and resources requirements, and assist IT Managers to monitor project progress.
  • Conduct systems analysis and design, and co-ordinate testing and implementation activities which include:
  • Prepare systems design specifications
  • Ensure unit, system and integration testing are properly performed before implementation
  • Establish quality assurance processes and testing strategies in accordance to corporate technology standard
  • Ensure the systems development work is performed in accordance with the Systems Development Methodology and guidelines.
  • Work out effective solutions with quick turnaround time to minimize business impact due to production problems.

Requirements:
  • Degree in Computer Studies, or related disciplines
  • Minimum 6 years working experience in Information Technology
  • Solid experience in implementing projects of various size
  • Experience in dealing with service providers will be an added advantage
  • Prefer to have experience on imaging workflow processing, image/document handling, storage and extraction  Insurance or financial systems knowledge  Must have solid systems design and problem solving skills  Design, development and testing methodologies  Strong project governance and IT best practices  Visual Basic 6.0, Informix 4GL, VC++, C#.NET and Java J2EE  Windows and Unix environment  RDBMS database structures and design  Experience on IBM DB2 and Informix RDBMS is preferable.  Able to lead a team to complete jobs assigned  Good command of both written and spoken English and Chinese  Strong interpersonal skills and able to communicate effectively with all levels

Systems Analyst, IT (Data Warehouse)
Responsibilities:
  • Understand business processes and requirements in order to provide effective solutions and support to users.
  • Responsible to the ETL or BI design, reporting and development of the in-house Data Warehouse
  • Conduct systems analysis and design, and co-ordinate testing and implementation activities
  • Analyze and assist users in defining requirements
  • Ensure unit, system and integration testing are properly performed before implementation
  • Interacting with in-house or vendor’s development team to ensure timely and quality delivery of expected system change
  • Establish quality assurance processes and testing strategies in accordance to corporate technology standard
  • Ensure all projects and applications are delivered with good quality, meeting user requirements, on time and within budget. Development Methodology and guidelines.
  • Ensure compliance with Corporate Governance, IT standards, policies and guidelines.

Requirements:
  • Degree in Computer Studies, or related disciplines
  • Minimum 5 years working experience in Information Technology and minimum with 2 years in Business Intelligence and Data Warehouse tools
  • Solid experience and understanding in data modeling, database management and system development
  • Experience in Oracle, IBM DataStage and IBM Cognos is highly desirable
  • Experience in dealing with service providers will be an added advantage
  • Insurance or financial systems knowledge
  • Good understanding of software development life cycle processes, documentations and methodologies
  • Strong project governance and IT best practices
  • Oracle, IBM DataStage, IBM Cognos and UNIX Shell Script
  • Windows and Unix environment
  • Good command of both written and spoken English and Chinese

 


Legal & Compliance
Manager, Anti-Money Laundering
Responsibilities:
  • Assist senior director to evaluate and formulate policies and procedures
  • Ensure that effective internal controls on AML/CTF and Sanctions are in place.
  • Investigate and report suspicious transactions to relevant regulators and regional office.
  • Conduct regular AML-related compliance review
  • Perform sanction screening and follow-up investigation to prevent violations of local and global sanctions regulations.
  • Provide AML-related advices to staff and agent to ensure they are in full compliance with AML/CTF and Sanctions regulations.
  • Improve staff awareness of obligations under relating AML/CTF
  • Perform AML risk assessment to assist management in identifying and containing money laundering and terrorist financing risks.
  • Assist in preparing annual compliance plan for AML/CTF and Sanctions.
  • Develop and update BCP plan for AML function.
  • Candidates with less experiences will consider the post of Assistant Manager.

Requirements:
  • Degree Holders with knowledge of and training in accountancy, finance or law
  • At least 5 years of compliance or related experience in the financial sector, preferably in AML transaction monitoring in financial institutions
  • Familiar with AML & CTF statutory and regulatory requirements in HK
  • Excellent PC skills in MS office and good command of both spoken and written English
  • Good project management, communication and presentation skill

Assistant AML Manager
Responsibilities:
  • Perform suspicious transactions monitoring on a regular basis to identify suspicious transactions for further investigation.
  • Develop and implement a transaction monitoring program to capture unusual transactions for in-depth review.
  • Evaluate, update and design appropriate red-flag indicators used for generating regular MIS exception reports.
  • Investigate and report all identified suspicious transactions to JFIU and Regional Offices.
  • Handle post-reporting enquiries relating to cases reported to JFIU and Regional Offices.
  • Review daily/monthly alerts generated from automated sanctions/AML screening system.
  • Provide AML/CTF advice to staff of various departments.
  • Provide training to staff and agents to enhance their awareness of AML/CTF.
  • Perform other AML related ad hoc projects as needed.

Requirements:
  • University graduate with a degree in accounting/finance/law or other related discipline(s).
  • Minimum 3-5 years experience in insurance operation, AML transaction monitoring or internal controls.
  • Familiarize with AML/CTF statutory and regulatory requirements in HK.
  • Good command of English and Chinese, both spoken and written.
  • Good PC skills in MS Office.
  • Prompt and systematic decision-making skills with good analytical skills.
  • Sensitive and react to changing regulatory requirement.

 


Life Administration
Manager / Assistant Manager, Life Underwriting
Responsibilities:
  • Underwrite and review life insurance applications in accordance with policy and guidelines with sound decision
  • Manage and coach staff to ensure professional and quality services are delivered
  • Assist management to strengthen the control of the life underwriting operation and improve efficiency
  • Conduct training to agents to enhance mutual communications and facilitate selling process
  • Handle enquiries from distribution channels to facilitate daily operations
  • Lead or participate in projects as required

Requirements:
  • University degree in Business, Statistics, Risk Management or related discipline
  • Solid experience in underwriting with a minimum of 7 years relevant experience in life insurance underwriting of which 3 years in a supervisory role
  • Professional qualification in Life Insurance including FLMI, ACS, medical or nursing qualifications would be highly advantageous
  • Strong interpersonal and communications skills with proficiency in spoken and written English and Chinese
  • Operates with high standards and integrity
  • Able to work in fast-paced environment and be self-driven
  • Familiar with MS Office

Manager,Life Policy Administration
Responsibilities:
  • Assist the Life Policy Administration Head to manage the daily operations to ensure turnaround time and work efficiency
  • Be responsible for all risk management and compliance related projects and assignment e.g. SOX, PDPO
  • Identify areas for improvements, drive and implement changes in Policy Administration for service excellence
  • Prepare training material and conduct training to sales channel
  • Represent the Policy Administration department in the Product Implementation Committee, company projects and other task force to solve production problems
  • Regularly review work flow and procedures in order to implement improvement actions
  • Identify key risk areas in PA and propose recommendation

Requirements:
  • Degree from a recognized University with a professional qualification in Life Insurance such as Fellow of the Life Management Institute (FLMI) or Associate Customer Service (ACS) highly preferred
  • A minimum of 6 years operational experience in individual life insurance
  • Able to build high-performing teams and drive results
  • Proven team management experience
  • Excellent time management and people management skills
  • Able to make sound, high-impact decision under high stressed environment
  • Fluent written and verbal English and Cantonese with knowledge of Mandarin an advantage
  • PC literate, including MS Office, MS Word, Excel, PowerPoint, Chinese Word Processing

Manager, Life Policy Administration
Responsibilities:
  • Assist the Life Policy Administration Head to manage the daily operations to ensure turnaround time and work efficiency
  • Be responsible for Life Policy Administration related projects
  • Identify areas for improvements, drive and implement changes in Policy Administration for service excellence
  • Prepare training material and conduct training to sales channel
  • Regularly review work flow and procedures in order to implement improvement actions

Requirements:
  • Degree from a recognized University with a professional qualification in Life Insurance such as Fellow of the Life Management Institute (FLMI) or Associate Customer Service (ACS) highly preferred
  • A minimum of 6 years operational experience in individual life insurance
  • Able to build high-performing teams and drive results
  • Proven team management experience
  • Excellent time management and people management skills
  • Able to make sound, high-impact decision under high stressed environment
  • Fluent written and verbal English and Cantonese with knowledge of Mandarin an advantage
  • PC literate, including MS Office, MS Word, Excel, PowerPoint, Chinese Word Processing

Manager, Life Claims
Responsibilities:
  • Monitor the claims operational flow, identify areas of improvement, give suggestions and ensure successful implementation for improvement.
  • Approve claims within own claims authority and make recommendation to senior for those claims exceeding own authority limit in line with established standards, procedures and guidance provided
  • Handle enquiries and complaints from customers and agents.
  • Prepare management reports for regular claims statistics and irregular claims trends and ensure successful implementation of procedures to avoid claims abuse.
  • Conduct resources planning, allocate balance of workload among team members and arrange job rotation.
  • Provide claims support in product development / enhancement and annexures drafting
  • Provide training to internal staff and agencies.
  • Contributing to the production of new policy and ensure policy documentation is current and accurate.

Requirements:
  • Degree from a recognized University; professional qualification in Life Insurance including FLMI (Fellow, Life Management Institute), ALHC (Associate, Life and Health Claims), ACS (Associate, Customer Service).
  • Minimum of 10 years claims experience in individual life insurance with solid experience in supervisory / management capacity.
  • Fluent written and verbal English and Cantonese with knowledge of Mandarin an advantage.
  • Proficient in MS Office and Chinese typing.

Assistant Manager, New Business Administration
Responsibilities:
  • Assist Manager to supervise the daily operation of branch offices so as to ensure the smooth running of daily routines in premium collection and cashier office administration
  • Support cashier counter during peak period
  • Check reconciliation report for ensuring the accuracy of all payment transactions and posting at all times.
  • Ensure the cashiering procedures and workflows are adherence to all guidelines and policies laid down by management.
  • Record, produce and prepare routine management reports and audit reports required by the Management for regular performance review and coaching.
  • Give positive feedback and improvement ideas in streamlining and further enhancing the daily operations of Cashier.
  • Provide guidance / training and supervise cashier staff in daily routines.
  • Responsible for system development and modification to meet the changing requirements
  • Participate in ad hoc studies and projects

Requirements:
  • University degree in Business Administration, Management Information System, or a related discipline
  • Minimum 5 years of relevant working experience in life insurance industry, with at least 2 years in management / supervisory level.
  • Professional qualification in Life Insurance such as Fellow of the Life Management Institute (FLMI) highly preferred.
  • Ability to multi-task and handle pressure of a fast-paced environment.
  • Strong organizational and problem-solving skills
  • Excellent interpersonal relation skills
  • Excellent verbal and written communication skills in English and Cantonese (including Mandarin)
  • Good knowledge of application software including MS Excel, MS WORD and MS Powerpoint

Assistant Manager,Life Administration_1Yr Contract
Responsibilities:
  • Responsible for managing and monitoring projects for Policy Administration to support business growth and to align with company directions
  • Communicate with project stakeholders to provide support and involvement required to ensure successful delivery of projects
  • Work closely with users to analyse operation processes and define user requirements
  • Prepare UAT test plan, and conduct UAT activities to ensure enhanced systems meet the requirement specifications
  • Participate in ad-hoc assignments from management
  • Candidates will less experience will be considered as Senior Officer

Requirements:
  • Degree holder with professional qualification in Life Insurance including FLMI (Fellow, Life Management Institute), ACS (Associate, Customer Service)
  • Minimum of 4 years’ relevant experience preferably in life insurance or financial industry
  • Proficiency in Policy Administrations is highly preferable.
  • Sound knowledge of project management and SDLC life cycle
  • Strong analytical, problem solving and decision making skills
  • Good Command in written and spoken Chinese and English
  • High proficiency in MS Office application

Manager, Life Operations Enhancement
Responsibilities:
  • Drive and execute Life Operations projects including project planning, resources allocation, progress monitoring, coordination with key stakeholders, budget control and project reporting
  • Identify possible solutions and advise key stakeholders to select the optimal solution
  • To lead the team to propose & write up business solutions which best fit the end-users' needs and cost-justified
  • Act as communication bridge between LA Department and IT Department
  • Review FDS to ensure development team's deliverable meets user's expectation
  • Assess project risks and develop effective solution with key stakeholders
  • Prepare user readiness for system implementation, including preparation of User Guides and provide system training etc.
  • Post implementation evaluation
  • Produce regular report (including power point presentation) to Management
  • Regular training and coaching to subordinates

Requirements:
  • Degree from a recognized University; professional qualification in Life Insurance an advantage
  • Minimum of 10 years of hands on project experience preferably in insurance and financial industry
  • Professional knowledge of 6-Sigma or LEAN
  • Strong business sense and passion on service improvement
  • Sound knowledge in Life Insurance an advantage
  • Excellent leadership skills
  • Strong change analysis & delivery skills
  • Strong team player and fast learner who is able to meet tight deadline
  • Good observation skills
  • Excellent MS Office (including Excel, Power point, MS Project and CWP)
  • Candidates with less experience will be considered for Assistant Manager position.

Senior Officer / Officer, Life Claims
Responsibilities:
  • Assess and approve claims within own claims authority, make recommendation, and conduct claims investigation where necessary
  • Review long outstanding claims and make decisions within own authority
  • Handle enquiries and complaints from customers, agents (including hotline and walk-in where necessary) and internal staff.
  • Check payment and decline letters where necessary. To sign payment letters where necessary and prepare non-standard payment and decline letters.
  • Assist in monitoring the claims operational flow
  • Regularly prepare operational statistics
  • Support ad hoc projects if required

Requirements:
  • Minimum of 4 years claims experience in individual life insurance.
  • Nursing background (in either local or China) with interest in claims profession will also be considered.
  • Degree from a recognized University
  • FLMI / ALHC qualification is preferred
  • Good analytical, interpersonal and communication skills
  • Proficient in MS Office and Chinese typing

Senior Officer, New Business Administration
Responsibilities:
  • Assist Manager to plan a series of projects and operation processes with objective to enhance operation efficiency
  • Understand the business requirements and liaise with users to gain understanding on the current business processes and flows
  • Represent users to prepare user requirement documents to IT
  • Act as a coordinator between dept and IT in system issues
  • Support to undertake analysis of various business and operational issues including identifying and recommending areas for improvement
  • Assist in preparation of monthly operations reports for management and in ad-hoc underwriting projects
  • Support the daily operation

Requirements:
  • Degree holder in BA or MIS with a minimum of 3 years experience in projects support
  • Highly preferred with FLMI
  • Sound knowledge operations of individual life business
  • Knowledge of Brio Query and Magnum system is an asset
  • Strong analytical, problem solving, decision making skills
  • Able to handle multi-task and pressure under a fast-paced environment
  • A dynamic and proactive attitude is essential
  • Good interpersonal and communication skills
  • Proficient in spoken and written English and Chinese.
  • High proficiency in MS Office applications including VBA, Powepoint and Excel

Senior Officer / Officer, Life Underwriting
Responsibilities:
  • Underwrite and review new applications for individual life according to own underwriting authority
  • Address distribution channels’ enquiries and provide professional and accurate response in accordance with agreed service standard
  • Liaise with distribution channels on pending cases and service requests promptly
  • Provide training to agents to enhance mutual communications and facilitate selling process
  • Participate in ad-hoc projects as required

Requirements:
  • Degree holder with a minimum of 3 years experience in life insurance underwriting
  • Professional qualification in Life Insurance including FLMI (Fellow, Life Management Institute), ACS (Associate, Customer Service), or partial achievement of these qualifications is an advantage
  • Good interpersonal and communication skills
  • Able to work in fast-paced environment and be self-driven
  • Proficient in spoken and written English and Chinese
  • Familiar with MS office

Senior Officer, Life Policy Admin. (Ref. ENQ)
Responsibilities:
  • Provide professional hotline & fax enquiry services to sales channel
  • Investigate and resolve complaints from sales channel
  • Provide face-to-face document verification service to sales channel
  • Prepare hotline & fax enquiry MI reports for manager
  • Back up policy alteration processing during peak period

Requirements:
  • Form 5 or above with at least 4 years working experience in life insurance (any area) / banking industry
  • Excellent interpersonal and problem solving skills
  • Polite and customer oriented
  • Able to work independently and under pressure
  • Excellent written and spoken English & Chinese with good knowledge of Mandarin
  • Proficient in MS Office and Chinese typing

Senior Officer / Officer, Life Claims
Responsibilities:
  • Assess and approve claims within own claims authority, make recommendation, and conduct claims investigation where necessary
  • Review long outstanding claims and make decisions within own authority
  • Handle enquiries and complaints from customers, agents (including hotline and walk-in where necessary) and internal staff.
  • Check payment and decline letters where necessary. To sign payment letters where necessary and prepare non-standard payment and decline letters.
  • Assist in monitoring the claims operational flow
  • Regularly prepare operational statistics
  • Support ad hoc projects if required

Requirements:
  • Minimum of 3 years claims experience in individual life insurance
  • Nursing background (in either local or China) with interest in claims profession will also be considered
  • Degree from a recognized University
  • FLMI / ALHC qualification is preferred
  • Good analytical, interpersonal and communication skills
  • Proficient in MS Office and Chinese typing

Officer, New Business Administration (Ref. HL)
Responsibilities:
  • Respond to agents’ enquiries and provide professional and accurate response in accordance with agreed service standard.
  • Liaise with agents on pending cases and service requests
  • Process data entry for all proposal details.
  • Assist in policy issue and policy schedules matching at month end.
  • Participate in ad-hoc underwriting projects

Requirements:
  • Form 7 or above with min. 3 years experience in handling agency hotline
  • Knowledge in life insurance is a must
  • Customer focused with good interpersonal and communication skills
  • High efficiency and accuracy is required
  • Proficient in spoken and written English and Chinese
  • Familiar with MS office (Chinese Word Processing and Excel)

Officer, Life Policy Administration
Responsibilities:
  • Process policy alternations request and provide control function for processing policy alternations
  • Follow up with agents on pending requirements
  • Update system records and prepare policy endorsements/letters
  • Process financial services and payments for policies
  • Respond to enquiries from agents and clients via verbal / written communication in a professional manner
  • Assist team leader to ensure smooth workflow of the teams

Requirements:
  • Form 5 or above with at least 2 years working experience in life insurance / banking industry
  • Excellent interpersonal and problem solving skills
  • Polite and customer oriented
  • Mature and independent with strong commitment
  • Excellent written and spoken English & Chinese with good knowledge of Mandarin
  • Proficient in MS Office and Chinese typing

Officer / Assistant Officer, Life Policy Admin.
Responsibilities:
  • Provide face-to-face document verification service to sales channel
  • Process policy alteration request
  • Approve policy alternations within authorized approval limit
  • Prepare policy endorsement/letters
  • Follow up with agents on pending requirements
  • Handle enquiries from agents and clients via verbal/written communication in a professional manner

Requirements:
  • Form 5 or above
  • Excellent interpersonal and problem solving skills
  • Mature and independent with strong commitment
  • Polite and customer oriented
  • Innovative and receptive to changes
  • Excellent written and spoken English & Chinese with good knowledge of Mandarin
  • Proficient in MS Office and Chinese typing

Assistant Officer, Cashiering
Responsibilities:
  • Provide quality cashiering counter service to internal and external customers
  • Record payment transactions and ensure accuracy of reconciliation report
  • Perform preliminary checking on new applications in timely and quality manner
  • Screen documentation
  • Handle daily enquiries from agents and customers in a prompt, courteous and accurate manner

Requirements:
  • F. 5 or above with min 1 year relevant experience in retailing, banking / insurance industry
  • Experience in customer services / cashiering is an advantage
  • Customer-oriented with good communication
  • Fast and accurate typing skills with proficiency in MS Office and Chinese word processing
  • Willing to work at different agency offices

Assistant Officer, Claims Administration
Responsibilities:
  • Provide clerical support to claims assessor including document arrangement, data entry, cheque handling and other administrative duties
  • Assist claims assessors to follow up claims document from different parties
  • Record and allocate enquiries to claims assessors
  • Check daily cheque issue report
  • Deliver claims correspondence to agents / clients accurately and on time

Requirements:
  • F. 5 or above with 2 year relevant experience, preferably gained from life insurance industry
  • A good team player who is eager to learn and strive for improvement
  • Attention to details with high accuracy rate
  • Overtime work is required
  • Good communication and interpersonal skills
  • Proficient in MS Office and Chinese typing

Assistant Officer, Cashiering
Responsibilities:
  • Provide quality cashiering counter service to internal and external customers
  • Handle daily enquiries from agents and customers in a prompt, courteous and accurate manner
  • Perform preliminary checking on new applications in timely and quality manner
  • Record payment transactions and ensure accuracy of reconciliation report

Requirements:
  • F. 5 or above with min 1 year relevant experience in retailing, banking / insurance industry
  • Experience in customer services / cashiering is an advantage
  • Customer-oriented with good communication
  • Fast and accurate typing skills with proficiency in MS Office and Chinese word processing
  • Willing to work at different locations (TST/KLN Tong/Central/CWB)

Contract Quality Assurance Analyst (Ref. LOE)
Responsibilities:
  • Manage simple project UAT test plans based on user requirement
  • Co-ordinate, execute test cases and document test results and problem logs
  • Maintain UAT problem log and coordinate with IT for problem resolution and investigation
  • Communicate with users and IT staff on carrying testing related issues
  • Provide user support during user acceptance test.
  • Perform other tasks as assigned by project manager / supervisor

Requirements:
  • Diploma / Degree in Business, Information Systems or related disciplines
  • 1 year’s quality assurance and project related experience in insurance / banking and finance sectors; Fresh graduate with strong aspiration and commitment in quality assurance area will also be considered
  • Capable to comprehend both business knowledge and technical knowledge
  • Good interpersonal, presentation and communication skills with sound business sense and detailed-oriented
  • Good analytical skills, problem solving, time management skill and self motivated
  • Able to handle multi-task in a fast-paced environment
  • Good team player and work independently
  • Good written skill in English, and Good command of spoken English and Chinese

Contract Assistant Project Manager, Life Admin.
Responsibilities:
  • Responsible for managing and monitoring projects to support business growth
  • Prepare regular reporting like service turnaround time and KPI
  • Provide suggestion and recommendation plans for Life Policy Administration or Claims process improvement
  • Participate in ad-hoc assignment for management

Requirements:
  • Degree holder with professional qualification in Life Insurance including FLMI or ACS
  • 5 years relevant experience preferred in insurance or banking industry
  • Good communication and interpersonal skills
  • Good command of both spoken and written English and Chinese
  • Proficiency in Microsoft Office especially in MS Excel and Powerpoint

Part Time Underwriting Trainee
Responsibilities:
  • The incumbent will be responsible for performing underwriting assessment, policy issue, answering simply agents'/customers/ enquiries and handling various underwriting duties

Requirements:
  • Possess strong analytical mind and high attention to details
  • Have strong interpersonal skills and customer service orientation
  • Welcome challenges and be able to work well under pressure
  • Be an excellent communicator with fluency in written and spoken English and Chinese
  • Welcome for all University students who would like to develop your career in Life Insurance Industry.

Contract Admin. Assistant, Life Policy Admin.
Responsibilities:
  • Provide clerical support including data entry, filing and other administrative duties
  • Handle hotline enquiries from agents

Requirements:
  • F. 5 or above with 1 year relevant experience, preferably gained from sizeable company
  • Good communication and interpersonal skills
  • Proficient in MS Office and Chinese typing
  • Fast and accurate typing skills

 


Marketing
Senior Manager, Product Marketing
Responsibilities:
  • Support business development team to develop position statement
  • Manage, update and communiate our key product matrix and their propositions from time to time to both internal and external stakeholders
  • Drive the development of customer facing marketing materials including customers needs for the offer and key benefit statement.
  • Develop compelling proposition and communicate the key benefits in clear and consumer friendly language with important terms and conditions included.
  • Able to clearly understand the needs of channels and collaborate with multiple stakeholders to finetune the proposed propsitions and marketing communication materials.
  • Manage the promotional material budget, ensure costs are contained in an acceptable and reasonable level.
  • In collaboration with business development team to drive product promotion activities from promotion offer idea, promotion approach to communication to customers and agents.

Requirements:
  • University graduates of Marketing Communicates or Business
  • At least 10 years of related working experience
  • Excellent written communications skills both in Chinese and English
  • Highly customer focus with strong ability to understand customers needs and translate internal facing and technical information to customer friendly language
  • Solid experience and proven track record in driving BTL promotion
  • Solid experience in driving collateral design to professional quality
  • Strong knowledge on insurance products
  • Proficient in PC applications
  • Able to work under tight timeline

 


Medical
Assistant Administrative Officer, Medical
Responsibilities:
  • Interact with customers and provide first point of contact in response general enquiries
  • Handle telephone enquiries regarding medical products and/or medical check-up plan details
  • Prepare and follow up medical reports with laboratories
  • Provide administrative support to the team and other ad-hoc duties

Requirements:
  • F5 or above
  • Minimum 2 years relevant experience gain from sizable company
  • Responsible, customer-oriented with good communication skills
  • Knowledge in PC applications
  • Proficiency in spoken English and Mandarin
  • Good PC skills in MS Office
  • Fluent in Putonghua would be an advantage

Clinic Assistant, Medical Centre (Ref.: CA/MED)
Responsibilities:
  • Provide clinical assistant support to doctors including blood taking, injection, etc
  • Perform reception and greeting duties to customers in a professional manner
  • Handle patients’ enquiries and arrange appointments
  • Arrange incoming and outgoing mailings and documentary
  • Dispense and order drugs and supplements, and manage pharmacy stock

Requirements:
  • F.5 or above with min. 1 year experience in clinic service
  • Preferred to equipped with venipuncture skills experience
  • Good interpersonal and communication skills
  • Good command of spoken English and Chinese, knowledge of Mandarin an advantage
  • Proficient in MS Office applications

 


Partnership Distribution
Senior Manager, Partnership Operation(Ref:SM - PO)
Responsibilities:
  • Lead and manage a team of sales administration staff to deliver effective and efficient support to partnership distribution channels
  • Facilitate discussion with bank partners to improve quality of sales administration tasks
  • Establish and reinforce management practices and communication processes to ensure all sales administration staff applying their skills and experience to the appropriate standards
  • Establish measurement and control to monitor staff's performance and ensure deliver of service standards with proper dedication and staff coaching
  • Liaise with Partnership Distribution Department teams and other corporate units to resolve day to day issues
  • Assist to identify areas of improvement within sales administration team and participate in ad hoc projects

Requirements:
  • Degree of equivalent qualification
  • A minimum of 8 years experience with at least 3 years in management role, preferably in insurance or banking industry
  • Effective communication and management skills
  • Proficient in MS Office
  • Good in both written and spoken English. Chinese would be an advantage.

Executive Financial Servcies Manager
Responsibilities:
  • Guaranteed basic salary
  • Uncapped earning potential – commission and bonus
  • Full-time employee status with staff benefits ; life, medical and pension
  • Personal development and growth opportunities
  • Incentive programs
  • Comprehensive training programs
  • Opportunity to attend luxurious overseas conventions

Requirements:
  • You are ideally a degree holder
  • You have passion, energy and commitment to provide professional financial advice and deliver outstanding customer service
  • You are outgoing, dynamic and self-motivated
  • You have proficiency in English, Chinese and Mandarin - You have excellent interpersonal and communication skills

Manager, Partnership Operation
Responsibilities:
  • Lead a team of Business Analysts within the department to manage system enhancements, end-to-end system development life cycle and provide daily system support as defined by management
  • Prepare user requirement documents for IT based on business requirements identified and defined in relation to the processes of PDD operations that channels/department/company specific
  • Review IT functional design specification (FDS) from business perspective to ensure user requested functions are meet
  • Plan and define detailed test cases, monitor UAT progress and manage issues during UAT to ensure project timelines are met with high accuracy
  • Prepare user manual, stakeholder communications and conduct user training sessions

Requirements:
  • Diploma / Degree in Business, Information Systems or Finance
  • At least 5 years’ experience in financial sector, preferably in life insurance
  • Solid experience in business analysis with good understanding of SDLC
  • Sound experience in managing complex retrofitting, particularly in regression tests and negative testing
  • Ability to respond quickly to shifting demands and to work under pressure
  • Proficiency in Microsoft Office, especially MS excel; knowledge of database system preferable.
  • Fluent Cantonese. Good command of English, spoken and written.
  • Self-initiated, independent and good communication skills.

Assistant Manager, Broker & IFA
Responsibilities:
  • Establish good relationship with brokers and IFAs in the market so as to promote the image of the Company in this field
  • Proactively communicate with brokers & IFAs through courtesy visits
  • Hold periodic training seminar to brokers / IFAs on administration and operations procedures
  • Provide support in new business screening, policy and account servicing for business partners
  • Manage the broker hotline and handle enquiries from technical representatives of Brokers and IFAs
  • Handle daily administration to ensure quality deliverable to brokers/IFAs

Requirements:
  • University/College graduate with minimum 3 years relevant working experiences
  • Responsible and team oriented
  • Good presentation, data analysis and problem solving skills
  • PC literate, with good written and spoken English and Cantonese

Assistant Manager, Partnership Operation(Contract)
Responsibilities:
  • Provide business and technical support in the replacement of a legacy sales force administration platform with a new distributed channel management system
  • Prepare user requirement documents based on business requirements in relation to the existing processes of department’s operations
  • Review functional specification from business perspective to ensure user requested functions are meet
  • Prepare test plan, manage and conduct UAT and regression testing against agreed time frame
  • Prepare user manual, stakeholder communications and conduct user training sessions

Requirements:
  • Diploma / Degree in Business, Management or IT Management
  • 5 years of experience in financial industry, with solid experience in business analysis with good understanding of IT system development (SDLC)
  • Proficiency in Microsoft Office, especially MS excel; knowledge of database system preferable.
  • Fluent Cantonese. Good command of English, spoken and written.
  • Self-initiated, independent and good communication skills.

Assistant Manager, Promotions & Marketing
Responsibilities:
  • To participate in plan, develop, implement and monitor customer contest results and process the delivery of customer incentives to support for PDD channel
  • Person in-charge of gift fulfillment logistics of customer offers with vendors, business partners and internal departments
  • Prepare all promotion materials and co-ordinate with MIS team on progress result sharing
  • To answer sales enquiries for marketing programs
  • To manage the processing and servicing expectation of sales staffs and clients by ensuring delivery of the agreed service standards
  • Support sub-channel sales initiative
  • Communicate with internal and external service providers such as event organizer, PR agency and production house, etc
  • Assist in monitor the budget expenses & campaign effectiveness report
  • To participate in planning, co-ordination and execute in any ad hoc projects assigned

Requirements:
  • University graduate, preferably in business discipline
  • Min 3-4 years working experience in insurance, banking or financial field
  • Experience in projects management with detail mind
  • Strong in customer promotion and project management skills
  • Effective communication skill, strong conceptual and analytical skills
  • Strong knowledge of excel and powerpoint presentation

Senior Officer, Partnership Operation
Responsibilities:
  • Provide system supports to department users including sales, bank partners and other back office staff
  • Prepare detailed user requirements document in accordance to department’s business requirements for IT system development/enhancement
  • Conduct regular engagement with sales channels and relevant parties to ensure proposed solution are aligned to their requirement
  • Review functional and technical designs to ensure alignment of department business and IT
  • Prepare UAT test cases and conduct test plans to ensure adequacy of test coverage

Requirements:
  • Diploma / Degree in Business, Management or IT Management
  • Minimum of 3 years’ experience in IT or business system support
  • Proficiency in Microsoft Office, especially MS excel; knowledge of database system preferable.
  • Fluent Cantonese. Good command of English, spoken and written.
  • Self-initiated, independent and good communication skills.

Senior Officer, Training & Development PDD
Responsibilities:
  • To design, co-ordinate and deliver training as required for sales staff under our partnerships distribution channels and for our business partners
  • To organize and plan for various Training Projects and Events as requested from time to time.
  • To be involved in the HKCAA course development process and assist in all related accreditation and logistics.
  • To pro-actively seek best solutions to improve workflow procedures

Requirements:
  • Degree Holder
  • 3-6 years training experience (within financial services or the insurance industry)
  • Frontline sales experience preferable
  • Passes in IIQE, LOMA or other Financial / Investment Exams preferable
  • Strong interpersonal skills
  • Excellent written and verbal communication skills
  • Fluent in English and Cantonese, Mandarin also an advantage

Senior Officer, Partnership Operation (Contract)
Responsibilities:
  • Provide business and technical administration support in the replacement of a legacy sales force administration platform with a new distributed channel management system (DCMS)
  • Liaise and collaborate between relevant parties and IT application team to launch DCMS system from department perspective
  • Assist in gathering and preparing of user requirement documents
  • Prepare requirements such as design screen flow and layout to meet different channel business needs
  • Prepare User Acceptance Tests (UAT) Plan and conduct UAT against agreed time frame

Requirements:
  • Diploma / Degree in Business, Management or IT Management
  • 3-5 years of experience in financial industry, with solid experience in business analysis with good understanding of IT system development (SDLC)
  • Proficiency in Microsoft Office, especially MS excel; knowledge of database system preferable.
  • Fluent Cantonese. Good command of English, spoken and written.
  • Self-initiated, independent and good communication skills.
  • Candidates with less experience will be considered as Officer

Senior Officer, Partnership Operation (Contract)
Responsibilities:
  • Provide business and technical administration support in the replacement of a legacy sales force administration platform with a new distributed channel management system (DCMS)
  • Liaise and collaborate between relevant parties and IT application team to launch DCMS system from department perspective
  • Assist in gathering and preparing of user requirement documents
  • Prepare requirements such as design screen flow and layout to meet different channel business needs
  • Prepare User Acceptance Tests (UAT) Plan and conduct UAT against agreed time frame

Requirements:
  • Diploma / Degree in Business, Management or IT Management
  • 3-5 years of experience in financial industry, with solid experience in business analysis with good understanding of IT system development (SDLC)
  • Proficiency in Microsoft Office, especially MS excel; knowledge of database system preferable.
  • Fluent Cantonese. Good command of English, spoken and written.
  • Self-initiated, independent and good communication skills.

Senior Officer, Training & Development
Responsibilities:
  • To design, co-ordinate and deliver training as required for sales staff under our partnerships distribution channels and for our business partners
  • To organize and plan for various Training Projects and Events as requested from time to time.
  • To be involved in the HKCAA course development process and assist in all related accreditation and logistics.
  • To pro-actively seek best solutions to improve workflow procedures.

Requirements:
  • Degree Holder
  • 3-6 years training experience (within financial services or the insurance industry)
  • Frontline sales experience in Broker & IFA preferable
  • Passes in IIQE, LOMA or other Financial / Investment Exams preferable
  • Strong interpersonal skills
  • Excellent written and verbal communication skills
  • Fluent in English and Cantonese, Mandarin also an advantage

Officer, Promotions & Marketing (Ref:PDD/PM)
Responsibilities:
  • To participate in plan, develop, implement and monitor customer contest results and process the delivery of customer incentives to support for PDD channel
  • Person in-charge of gift fulfillment logistics of customer offers with vendors, business partners and internal departments
  • Prepare all promotion materials and co-ordinate with MIS team on progress result sharing
  • To answer sales enquiries for marketing programs
  • To manage the processing and servicing expectation of sales staffs and clients by ensuring delivery of the agreed service standards
  • Support sub-channel sales initiative
  • Communicate with internal and external service providers such as event organizer, PR agency and production house, etc
  • Assist in monitor the budget expenses & campaign effectiveness report
  • To participate in planning, co-ordination and execute in any ad hoc projects assigned

Requirements:
  • University graduate, preferably in business discipline
  • Min 3-4 years working experience in insurance, banking or financial field
  • Experience in projects management with detail mind
  • Strong in customer promotion and project management skills
  • Effective communication skill, strong conceptual and analytical skills
  • Strong knowledge of excel and powerpoint presentation

Senior Secretary
Responsibilities:
  • Provide secretarial support to the Chief Partnership Distribution Officer
  • Handle daily administrative duties to ensure smooth running of the department
  • Participate to tasks as assigned

Requirements:
  • F.7 or above with formal secretarial training
  • Min. 6 years secretarial experience in serving senior management, preferably gained from sizeable and multi-national organizations
  • Independent, and with good communication and interpersonal skills
  • Excellent command of both spoken and written English and Chinese
  • Proficient in MS Office

 


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