What Jobs are available for Insurance Broker in Hong Kong?
Showing 86 Insurance Broker jobs in Hong Kong
Manager/ AVP, Insurance Broker
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Main Responsibilities:
- To support daily insurance case follow-ups, policy updates and maintain accurate records of insurance applications
- Provide various MIS and production reports / results and exception reports for management and TRs on regular / adhes basis.
- Assist in system enhancements through User Acceptance Testing (UAT)
- Communicate with insurers to update policy values
Maintain the CPD records of all CEs & TRs of the Broker and coordinate the reporting to regulatory bodies on annual basis. - Support the maintenance of digital and physical filing systems for insurance documents
- Conduct random checking on the policy status, values and commission on the daily data feed and rectify with insurers if any discrepancies are found
- Assist in ensuring compliance with internal guidelines, AML procedures, and regulatory requirements
- Daily office management and maintain and replenish all equipment, stationary etc under the Insurance Broker subsidiary.
Requirement:
- University degree or above
- Preferably 1-2years of experience in administrative or operational support roles, especially in insurance or financial services
- Strong organizational skills and attention to details
Strong on MS Office software e.g. MS excel and Rewerpout - Good communication skills; fluency in Mandarin and English is an advantage Willing to work under pressure and tight project time frame with multi-tasking capabilities
Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.
All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank's personal data policies, a copy of which will be provided upon request.
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Responsible Officer, Insurance Broker
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Join Doo Group – Explore α Better Future
Doo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group has seamlessly provided clients with comprehensive products and services across the world. Through a one-stop approach, Doo Group remains committed to helping our clients achieve an ideal financial life while moving towards a better future together
Looking for a New Challenge? Join Us as We Expand Globally
As we continue our global business expansion, we're on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth.
DOO you have what it takes?
What you'll be working on:
- Act as the primary point of contact with the insurance regulatory authority.
- Ensure the firm and its staff adhere to the Insurance Ordinance, Anti-Money Laundering (AML), Data Privacy, and other relevant regulations.
- Maintain the firm's licensing conditions and submit required reports (e.g., financials, compliance audits).
- Implement and review internal policies, procedures, and controls to mitigate regulatory risks.
- Supervise the conduct of licensed insurance brokers/agents to ensure compliance with codes of conduct.
- Monitor sales practices, policy recommendations, and disclosures to prevent mis-selling or conflicts of interest.
- Approve and oversee high-risk transactions (e.g., complex products, large policies).
- Advise senior management on regulatory implications of new products, markets, or partnerships.
- Ensure marketing materials and client communications comply with regulations.
What we're looking for:
- Holds a valid Responsible Officer license from the local regulatory authority
- Bachelor's degree in Law, Finance, Business, or Insurance-related field.
- Minimum 8 years in insurance brokerage/underwriting, with 2+ years in a compliance or supervisory role.
- IIQE Paper I, II, III, IV, V licenses are a MUST.
- Excellent command of both Chinese (Mandarin & Cantonese) and English.
- Deep understanding of the Insurance Ordinance, AML/CFT, GDPR/PDPA, and fiduciary duties.
- Strong leadership and communication skills.
- Experience liaising with regulators and auditors.
- Familiarity with insurance products (e.g., general insurance, life, reinsurance).
What we offer:
- Rewarding career development with regional exposure
- Double pay
- Performance bonus
- Medical insurance
- Five-day work week
- Daily snacks
- Friendly and open work environment with a young, energetic team
Life as DOOers
At Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOO, you'll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.
Unlock your potential with Doo Group. Apply now and step into a role where your impact is celebrated
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Customer Service Executive, Insurance Broker
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Join Doo Group – Explore α Better Future
Doo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group has seamlessly provided clients with comprehensive products and services across the world. Through a one-stop approach, Doo Group remains committed to helping our clients achieve an ideal financial life while moving towards a better future together
Looking for a New Challenge? Join Us as We Expand Globally
As we continue our global business expansion, we're on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth.
DOO you have what it takes?
What you'll be working on:
Customer Relationship Management
- Address potential customer needs and facilitate business transactions through online and offline channels.
- Conduct regular follow-ups on customer requirements, maintain long-term relationships, and promote value-added services such as repeat purchases, additional coverage, or referrals.
Product Explanation and Consultation
- Proficient in Hong Kong insurance products (e.g., critical illness insurance, savings and dividend insurance, universal life insurance, etc.), providing personalized solutions based on customer needs.
- Able to compare the advantages of Hong Kong insurance products and address customer inquiries.
MCV Application Process Management
- Assist customers in preparing insurance application documents, ensuring the application complies with Hong Kong regulatory requirements.
Cross-departmental Collaboration
- Liaise with underwriting, claims, and customer service teams to assist with policy application, renewal, claims, and other related matters.
Compliance and Risk Control
- Ensure sales activities comply with the regulations of the Hong Kong Insurance Authority, avoiding misleading sales or non-compliant promises.
- understand with anti-money laundering policies, verifying the source of customer funds.
Market Research
- Gather insights on different customer preferences and competitor product trends, providing feedback to the company to optimize sales strategies.
Job Requirements:
- Must have passed IIQE Paper 1 & 3 or relevant qualifications.
- Understand with Hong Kong insurance regulations and anti-money laundering policies.
- Fluent in Mandarin, Cantonese and English.
- Customer service experience is required.
- Prior experience in the insurance business is preferred.
- Strong cross-cultural communication skills with customers from both regions, understanding consumer psychology.
- Resilient under pressure, adaptable to frequent travel and non-working hours customer inquiries.
- Strong compliance awareness and high personal integrity.
What we offer:
- Rewarding career development with regional exposure
- Double pay
- Performance bonus
- Medical insurance
- Five-day work week
- Daily snacks
- Friendly and open work environment with a young, energetic team
Life as DOOers
At Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOO, you'll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.
Unlock your potential with Doo Group. Apply now and step into a role where your impact is celebrated
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Operation Head/Senior Operation Manager, Insurance broker
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An insurance broker is looking to hire a senior operation candidate with solid experience in life insurance industry or insurance brokerage firm. Proficiency in both Cantonese and Mandarin is required.
Responsibilities:
Operational and Administrative Management:
- Maintain and update insurance business records, handle policy documentation and manage post-sale services such as premium renewals
- Prepare and deliver weekly business reports and ad-hoc reports as needed
- Update commission schedules, maintain accurate financial ledgers and generate monthly statements for various business partners and channels
- Support the Accounting Team with payments, record-keeping and other relevant administrative tasks
- Provide general administrative and clerical support to the team, ensuring smooth day-to-day operations
Compliance and Corporate Governance:
- Act as company secretary, providing comprehensive company secretarial services, ensuring proper documentation and collaborating with secretarial and audit firms to meet statutory requirements
- Assist the Responsible Officer to regularly review and update policies and procedures, including but not limited to operations and risk control, to ensure full regulatory compliance
- Assist management with additional ad-hoc duties as assigned, ensuring timely and effective completion
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Financial Services
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As a IT Security Manager (1.5 LoD) in the financial services industry, you will play a key role in safeguarding the organization's technology infrastructure and ensuring robust cyber resilience measures are in place.
Client Details
The hiring organization is a well-established entity within the financial services industry, known for its important role in the sector. Operating as a medium-sized company, it provides a stable and professional environment for its employees.
Description
- Oversee and maintain the organization's cybersecurity framework.
- Propose and implement corrective measures for identified risks or areas needing improvement.
- Develop and manage procedures for gathering, analyzing, and sharing cyber threat intelligence.
- Carry out cyber resilience evaluations and contribute to risk reporting metrics.
- Lead the formulation of the company's cyber resilience strategy, interpret relevant controls and regulatory standards, and advise on best practices for implementation.
- Offer cybersecurity guidance on IT architecture and project design.
- Collaborate with stakeholders to plan and manage the cybersecurity budget.
- Supervise the operations of the Security Operations Center (SOC).
- Coordinate with internal and external auditors for cyber resilience reviews and intelligence-led attack simulations (iCAST).
- Serve as the point of contact for regulatory bodies on cybersecurity-related issues.
- Handle other assigned tasks or special projects as required.
Profile
- Bachelor's degree in Information Technology, Cybersecurity, Computer Science, or a related field.
- At least 6 years of experience in cybersecurity, technology risk management, or IT auditing.
- Strong grasp of cybersecurity principles and risk management practices, with broad exposure to Fintech, data protection, and industry standards.
- Knowledgeable in ISO27001, CSA STAR, HKMA CFI 2.0, and other relevant cybersecurity and risk management frameworks.
- Professional certifications such as CISA, CISM, CDPSE, CRISC, CISSP, CEH, CCSP, or similar are highly desirable.
- Effective team collaborator with strong interpersonal and communication abilities.
- Excellent analytical and problem-solving capabilities.
- Proficient in both written and spoken English and Chinese.
Job Offer
- Competitive annual salary in the range of HKD 600,000 to HKD 780,000.
- Generous annual leave entitlement of 20+ days.
- Attractive MPF contribution of 10%.
To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Nicholas Ng on
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Financial Services Manager
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About LHH FESCO
LHH FESCO represents the strategic partnership between the Adecco Group and FESCO Group, combining global expertise with local insights to deliver comprehensive, high-quality human resources services to the Chinese market. As a global brand of the Adecco Group, LHH has pioneered talent solutions—particularly in career transition and mobility—since its establishment in the United States in 1967, building an exemplary track record spanning nearly six decades.
Established in China in 2021, LHH FESCO operates primarily from Shanghai and Beijing, with a nationwide service network. We offer end-to-end services spanning recruitment, talent development, outplacement, and HR operations compliance establishment, helping organizations and individuals overcome development challenges and achieve transformative growth.
Job responsibilities
1. Full process recruitment service
Analyze customer recruitment needs and develop differentiated recruitment solutions (including job profiles, salary benchmarking, channel strategies, etc.).
Lead the search for high-end talents in the financial industry, complete candidate evaluation and recommendation.
Optimize customer recruitment processes using recruitment data.
2. Customer and Project Management
Manage the entire lifecycle of recruitment projects.
Regularly output recruitment analysis reports.
3. Business expansion
Collaborate with internal and external resources to uncover deep customer needs,.
- Participate in business negotiations and assist in designing service pricing models and contract terms.
Knowledge and Skills
• Bachelor's degree or above.
• Over 5 years of experience in financial industry recruitment, serving Chinese clients (such as state-owned banks, top securities firms, and insurance asset management companies).
• amiliar with the talent flow patterns of financial regulatory agencies and licensed institutions, with an active industry talent pool.
Core Skills
• Bilingual ability: Fluent in English/Cantonese.
• Possess communication skills with executives and be able to quickly understand the pain points in hiring for business departments.
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Financial Services Assurance
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Description – External
APAC Data Analytics and Enablement Lead, Assurance (Financial Services)
Internal Rank: Manager
The Covid-19 pandemic is creating seismic challenges around the world. Our purpose, to build a better working world, has never been more important. Life at EY has been transformed dramatically but our strong culture of flexible and remote working has helped EY people navigate new ways of working and remain connected with each other and our clients.
A better working world truly starts with the people at EY who are building it every day. Now more than ever we need talented people from diverse backgrounds to help our clients navigate the complexities of this Transformative Age: people with the passion, curiosity and drive to make things better.
The opportunity
We are looking for an experienced Manager to join the APAC Financial Services Office (FSO) Digital Assurance team in our Hong Kong office to lead a new virtual team of Data Analytics professionals across approximately 10 countries in the APAC region.
This role joins our Assurance Digital team to continue to build our data extraction and analytics capabilities for our digital audit initiatives. You will be using your ETL capabilities and project management experience to support obtaining external financial data for use by audit teams in a dynamic client facing data analytics team, whilst taking the lead on inspiring and fostering a community though a virtual environment across different geographies, languages and cultures in the APAC region.
Responsibilities, Qualifications, Certifications – External
Your key responsibilities
You will deliver results by using data analytics to deal with large, disparate volumes of data to assist your client group gain critical insights. Your ability to evaluate, identify and extract data from complex IT systems will ensure success in this role. You will have a chance to work with large/listed clients and the latest data systems to enjoy a truly rewarding and successful career at EY.
Some everyday responsibilities include:
- Managing multiple stakeholders including monitoring and reporting on local and Area activities and reporting against targets
- Contribution to performance management and monitoring of local market teams
- Deployment of global tools across the FSO Assurance APAC network
- Contribution to certification of new solutions and UAT testing of Global solutions
- Delivery of training both classroom and large-scale webcast
- Helping audit teams and clients to identify and extract required data from complex IT systems
- Extract and transform a variety of client financial data for use in our state of the art audit tools dedicated for audit data analytics in consultation with the audit teams
- Self promote the extraction capabilities of the team to the business and meet market agreed targets for data extraction.
- Using analytical and visualization software to access, transform, integrate, analyze and visualize client data to help solve real problems and provide real business insights through identification of anomalies and unusual patterns and trends in data
- Leading the local market team to manage and deliver on a portfolio of data extractions
- Manage audit innovation projects and use programming tools/ robotics software to automate manual audit tasks for efficiency and cost savings
- Work with local and APAC area wide counterparts to efficiently deliver standard and high quality data analysis
- Develop systems skills on a range of client ERP/ financial systems
- Analyze complex data including bespoke analysis
- Identify opportunities for further work and areas of interest/ added value to clients
Skills And Attributes For Success
We are looking for people with a mix of Business, Accounting and Science, Technology, Engineering or Mathematics skills.
- Demonstrated ability to develop data mapping/data lineage documents and design the ETL process to extract data. Experience with any ETL tools like Alteryx and Monarch
- Demonstrated ability to display complex quantitative data in a simple, intuitive format, and to present findings in a clear and concise manner. Experience with visualization tools preferred, including Spotfire, PowerBI and/or Tableau
- Sound working knowledge of MS SQL Server/ SQL Server Integration Services and/or other database and analytical tools
- Sound working knowledge of MS Excel and all MS Office Suite products
- Experience with transactional data (loans, securities, deposits etc.), general ledger reconciliation a plus.
- Project management experience – managing multiple projects with conflicting demands, timeframes and stakeholders
- Strong writing and oral communication skills, including presentation and soft skills for communicating with senior management, working in project teams and with clients
- Analytical skills working with financial and non-financial data
- Influencing skills
- Ability to confidently report on progress, key issues, blockers and success to leadership
- Experience managing multiple stakeholders across geographies
Ideally, you'll also have
- Experience with Python/ R or other programming languages is a plus
- Experience with AI/RPA/Automation is a plus
- Experience of audit and financial accounting processes/systems preferred
- Experience using data analytics for auditing purposes preferred
What Working At EY Offers
We offer a competitive remuneration package where you'll be rewarded for your performance. In addition, our comprehensive Total Rewards package can be tailored to your individual needs, to give you the freedom to manage your role in a way that's right for you. This includes;
- a variety of flexible working and leave arrangements
- personalized career development including coaching and support to help you build your career and access to formal learning so you can develop the skills you'll need to thrive in the future
- a range of tools and benefits to guide and support your health and wellbeing throughout your entire EY career.
About EY
At EY, we hold a collective commitment to foster an environment where all differences are valued and respected, practices are equitable and everyone experiences a sense of belonging. Through our inclusive leadership behaviours, a variety of internal networks, flexible working and mentoring programs, you will have the support and flexibility to build an exceptional career.
EY is committed to making reasonable adjustments to provide a positive, barrier-free recruitment process for people with disability. If you require any adjustments to the recruitment process in order to equitably participate.
We understand the importance of social distancing at this time so our recruitment and onboarding process will be managed virtually so we can continue to prioritize the safety and wellbeing of EY people, clients, guests and the broader public.
The exceptional EY experience. It's yours to build.
Apply now.
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Accountant - Financial Services
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Job Duties:
- Process and manage all payments, including vendor invoices and family reimbursements.
- Maintain accurate financial records and ensure timely payment processing.
- Reconcile bank statements and monitor cash flow.
- Prepare and analyze financial reports related to payments and expenses.
- Ensure compliance with internal controls and financial policies.
- Support year-end financial audits and other reporting requirements.
- Collaborate with team members to streamline payment processes.
Requirements:
- 2 years of accounting experience, preferably in a family office or similar setting.
- Strong attention to detail and organizational skills.
- Proficient in accounting software and Microsoft Excel.
- Excellent communication and interpersonal skills.
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Paralegal - Financial Services
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We are seeking a paralegal to join our dynamic team and support our F500 clients in financial services:
Key Responsibilities:
Work with our clients to support their legal and compliance functions, ensuring all regulatory and internal requirements are met efficiently and effectively.
- Compliance Support: Assist in the development, implementation, and maintenance of compliance programs, ensuring adherence to regulatory requirements and company policies.
- KYC Management: Conduct and manage Know Your Customer (KYC) processes, including due diligence and verification procedures for new and existing clients.
- Legal Administration: Assist with various legal/administrative tasks such as managing legal correspondence, and supporting the preparation of legal documents and presentations.
- Company Secretarial Duties: When required support company secretarial duties, including filing statutory returns, maintaining company registers, and organizing board meetings.
- Communication: Liaise with internal teams and external stakeholders to ensure effective communication and coordination related to compliance activities.
Qualifications:
- Experience:
2-6 years of relevant experience as a paralegal ideally with experience in compliance work, or compliance professional with relevant experience - Education:
Bachelor's degree or equivalent experience in a related field. Legal academic background is not a must. - Language Skills:
Excellent command of the English language, both written and verbal. Chinese skills is advantageous but not a must. - Attention to Detail:
Strong organizational skills with great attention to detail and accuracy. - Communication:
Positive attitude, excellent communication and interpersonal skills, capable of working collaboratively in a team environment.
Compensation, Benefits & Location:
This role offers a range of competitive compensation and a highly competitive benefits package in the alternative legal services marketplace that includes health benefits and paid time off. Axiomites also get access to professional development resources and learning and development programs. Axiomites work both / either remotely or on site with our clients, depending on theirs and client's preferences.
Axiom is the global leader in high-caliber, on-demand legal talent. Covering North America, the UK, Europe, and APAC, we enable legal departments to drive efficiency and growth and meet the demands of today's business landscape with best in breed alterative legal services.
Axiom is a leader in diversity, inclusion, and social engagement. Diversity is core to our values and we are proud to be an equal opportunity employer. We are proud to be named a best place to work for LGBTQ+ Equality, earning top marks in the 2021 Corporate Equality Index for the second consecutive year. Axiom's legal department is Mansfield certified and is committed to considering at least 50% diverse candidates for leadership roles and outside counsel representation.
Learn more about working at Axiom
.
Equal Opportunity Employer:
Axiom ensures equal employment opportunity in recruitment and employment, without discrimination or harassment on the basis of race, color, nationality, national or ethnic origin, religious creed or belief, political opinion, gender / reassignment, pregnancy or maternity, age, disability, alienage or citizenship status, marital (or civil or other partnership recognized by law) status, genetic predisposition or carrier status, sexual orientation, military service, or any other characteristic protected by applicable law. Axiom prohibits and will not tolerate any such discrimination or harassment.
Accommodation for Individuals with Disabilities
: Upon request and consistent with applicable laws, Axiom will provide reasonable accommodations for individuals with disabilities who require an accommodation to participate in each stage of the recruitment process. To request an accommodation to complete the application form, please contact us at and include "Applicant Accommodation" in the subject line.
Axiom respects your privacy. For an explanation of the kind of information we collect about you and how it is used, our full privacy notice is available at
Employment with Axiom may be contingent upon successful completion of a background check, providing proof of identity, and possessing the necessary legal authorization to work.
By submitting an application, you acknowledge that all information contained therein, and provided at any part of the application process, is correct and accurate to the best of your knowledge.
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Financial Services Officer
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Job Description:
- Greet customers in the bank hall and assist in managing bank hall activities
- Perform and support in account opening function and selling banking loans products
- Define customer needs and refer customers to frontline sales and service staff thereby promoting bank professional image
- Answer customer enquires in order to enhance customer satisfaction and experience
- Support branch administrative and operational duties as required
Job Requirements:
- Secondary education or above or equivalent qualification at HKQF level 2
- Solid experience in sales and customer service function is preferred
- Good command of spoken English, Chinese and Putonghua
- Customer-oriented, proactive with good interpersonal skills to enhance customer relationship
- Passes in MPF, Insurance and Securities Intermediaries Examinations (Qualified under SFO for handling Regulated Activities Type 1 & 4) are preferable
- ECF achievement is the definite advantage
Candidate with more experience will be considered as Assistant Financial Services Manager
"Data held by the Bank relating to employment applications will be kept confidential and used only for consideration of applications. The bank may also refer suitable applicants to other vacancies within the Group. All personal data of unsuccessful applicants will be destroyed after the recruitment exercise. A copy of Personal Information Collection Statement is available upon request."
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