What Jobs are available for Professional Services in Hong Kong?

Showing 57 Professional Services jobs in Hong Kong

Assistant Manager, Professional Services

Tsuen Wan, New Territories $900000 - $1200000 Y Octopus Holdings Limited

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Job Description

Born from Hong Kong's demand for fast, convenient, and reliable payment solutions, Octopus introduced the world's first contactless multi-modal transit payment system in 1997. Since then, this homegrown FinTech company has pioneered innovative payment solutions for urban living across four continents. Our Vision To become the most preferred payment and lifestyle companion that connects customers and business partners through our best-in-class products and services. Our Mission Making everyday life easier. Our Values Customer Centricity, Simplicity & Trustworthiness. Dedicated to addressing customer needs and adapting to evolving market trends, Octopus has broadened its services beyond transportation to encompass retail, e-commerce, cross-border transactions, and travel abroad. Today, we serve approximately 98% of Hong Kong's population, processing around 15 million transactions at more than HK$300 million on average daily. At the heart of our success are our colleagues. We value mutual respect, foster collaboration, and encourage innovation and partnership. Join us and shape the future of payment solutions. Your impact starts here

Job Responsibilities:

  • Proactively collect requirements from Service Providers and System Integrators, and analyze market trends in merchant solutions to provide suggestions for product enhancements to the TEC teams.
  • Provide post-sale support to business units, ensuring solutions meet business needs and requirements.
  • Oversee system integration and type approval tests with partners, ensuring end-to-end completion within agreed timelines.
  • Resolve issues encountered by system integrators during integration by coordinating with technical teams.
  • Develop detection mechanisms and conduct systematic data analysis to identify and address reader operational issues, system integration issues, or merchant frontline issues early. Escalate issues to management as per departmental guidelines.
  • Prepare training documents for Service Providers, including Operating Rules and training materials.
  • Liaise with merchants and partners to resolve cardholder transaction disputes.
  • Handle and resolve merchant complaints within defined service levels.
  • Ensure merchant reader configurations and operating files are up-to-date.
  • Prepare regular work progress reports.
  • Provide on-call support to internal partners and external merchants during non-office hours.

Requirements:

  • Bachelor degree holders in Information, Computer Engineering or related disciplines
  • Minimum 5 years work experience in Information Technology/Merchant Service Support
  • Solid experience in merchant services, account support service, project management and quality assurance process
  • Good communication, people management and project management skills
  • Good knowledge in payment system for transportation, retail and self-service industries
  • Self-motivated, eager to learn and committed to self-development
  • Proficient in spoken and written English and Chinese

We offer successful candidate an attractive remuneration package and excellent career prospects. Interested parties please send your resume, present and expected salary, contact details and quoting the reference number by clicking "Apply Now"

Visit our web site: 

The personal data collected will be used for recruitment purposes only. If you are not contacted by us within six weeks, you may consider your application unsuccessful. Personal data with an unsuccessful applicant will be destroyed 12 months after rejection of the application. During this retention period, you have the right to request for correction or destruction of your personal data at any time. Any request for the correction or destruction of personal data should be addressed in writing to our Human Resources & Administration Department.

We are an equal opportunity employer and will ensure that every job applicant and staff has equal employment opportunities and will not be disadvantaged because of their sex, pregnancy, marital status, family status, disability or race.

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Project Manager, Legal Software Professional Services, Asia

$1200000 - $2400000 Y Thomson Reuters

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Job Description

The role requires the person to work closely with other project team members, peer project managers and partner consulting teams. The person will provide consulting services to external clients, manage and lead projects to successful outcomes for clients and Thomson Reuters, and be the partner to clients by providing deep subject matter expertise and helping them adopt technological change.

About The Role
In this opportunity as
Project Manager, Legal Software Professional Services, Asia
, you will:

  • Manage delivery of Legal Software project implementations for corporates and legal firms across Asia.
  • Drive successful implementation of Thomson Reuters Legal Software products, including HighQ, Contract Express, and Legal Tracker.
  • Establish strong project governance practices for product adoption and retention.
  • Scope, create, and manage Statements-of-Work and workplans to ensure on-time, on-budget project completion.
  • Manage portfolio profitability to meet financial KPIs.
  • Build and leverage strong client relationships for upselling and cross-selling opportunities.
  • Provide leadership and subject matter expertise to clients, engaging with General Counsels and IT departments.

About You
You're a fit for the role of
Project Manager, Legal Software Professional Services, Asia
if you have the following required qualifications:

  • Extensive experience in project management, legal advisory, professional services, or consulting in client-facing roles.
  • Strong background in Legal Tech industry, with experience in technology-enabled transformations.
  • Expertise in implementing technology in legal functions with an understanding of efficiencies and challenges.
  • Deep knowledge of enterprise-scale legal software implementation and legal operations.
  • Strong collaboration skills, with ability to analyze and manage project risks effectively.
  • High analytical skills for quick decision-making in complex situations.
  • Fluent in English and Mandarin; position requires up to 25% travel.

What's in it For You?

  • Hybrid Work Model: We've adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected.
  • Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.
  • Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow's challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.
  • Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
  • Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.
  • Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
  • Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.

About Us
Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news.

We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward.

As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace.

We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here.

Learn more on how to protect yourself from fraudulent job postings here.

More information about Thomson Reuters can be found on

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Senior Vice President, Business and Professional Services (Ref: ISO/08/2025)

$816000 - $1209600 Y 公務員事務局

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Job Description

Job Number:

49502

Department:

Invest Hong Kong

Job Title:

Senior Vice President, Business and Professional Services (Ref: ISO/08/2025)

Salary:

HK$67,850 per month

Entry Requirements:

For details, please refer to Invest Hong Kong's website at

Duties:

For details, please refer to Invest Hong Kong's website at

Terms of Appointment:

For details, please refer to Invest Hong Kong's website at

Fringe Benefits

For details, please refer to Invest Hong Kong's website at

General Notes:

For details, please refer to Invest Hong Kong's website at

How to apply:

For details, please refer to Invest Hong Kong's website at

Contact Address:

INVEST HONG KONG

24/F, Fairmont House, 8 Cotton Tree Drive, Central, Hong Kong

Enquiry Telephone:

Closing Date(dd/mm/yyy):

30/10/ :00:00

Web Site of Department:

Application via Internet:

Available

Advertising Date

29/10/2025

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Clerk (filing) - Professional Environment Services - Hong Kong

$30000 - $60000 Y Deloitte Touche Tohmatsu

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Job Description

About the Business

We are a team of committed office administrative personnel striving to support China firm's operation in contributing to the overall achievement of its business objectives.

This is accomplished by:

Working together with various functions and departments to ensure effective and efficient implementation of office policies and procedures

Providing a pleasant, functional and environmentally responsible working environment to our people to enable them to operate and serve our clients

Delivering a range of general administrative support services to facilitate operation efficiency and service excellence.

Work you'll do
  • Handle courier arrangement, scanning of mails or documents, perform general filing duties
  • Utilize the EMS and Filing Systems to update filing statuses and manage inventory control.
  • Demonstrate general Excel knowledge to prepare summary reports, handle cost allocation, and manage payments.
  • Possess a reasonable command of written English to review files submitted by the Audit team, ensuring the ability to read general summaries, indices, sign-off details, and identify file types. Effective communication with various functions for file status updates and cost approvals is essential.
  • Be physically fit to pack and lift boxes on a daily basis.
  • Support the Mailing team in workflow creation during peak seasons.
  • Handle administration work and ad-hoc assignment

During your tenure with us, you will demonstrate and develop your leadership and professional capabilities in the following areas: Inspiring, Creating purpose, Driving agility, Building diverse capability, Influencing, Collaborating, Delivering value, Building the business, Analytical acumen, Effective communication, Engagement management/delivery excellence, Managing change, Managing quality & risk, Strategic thinking and problem solving, and Tech savviness.

We are looking for someone with

To be considered for this position, you must demonstrate skills and experience in the following areas:

  • Diploma degree or above
  • Minimum 3 years' solid experience in office administration field
  • Able to work independently
  • Good team player with good interpersonal and communication skills
  • Detail-oriented, well-organized and able to work under pressure and meet tight deadlines
  • Proactive, motivated and result-oriented
  • Reasonable Command of written English and Chinese. Good spoken English and Mandarin are an advantage.
Shape your future through impact that matters

For more than 100 years of history, Deloitte witnessed also had the honor to be part of the economic boom in China by providing industry-leading audit & assurance, consulting, risk advisory, financial advisory, tax & business advisory services to nearly 90% of the Fortune Global 500 Chinese companies and thousands of private companies. Deloitte China today carries on our centenary professionalism and strives to become the undisputed leader in professional services in China with strong responsibility and capabilities in digitalization and multidisciplinary services.

Deloitte has been named China's Top Employer since 2006, Universum's Most Attractive Employer in China since 2008, and the Best Workplaces in Greater China since 2019.

All qualified applicants will receive consideration for employment regardless of their background, experience, identity, ability or thinking style, and if you need assistance during the application process for accessibility reasons this is available upon request. The preferred candidate will be subject to background screening by Deloitte China or by their external third-party provider.

Accessibility assistance

If you need assistance or an accommodation during the recruitment  process for accessibility reasons, there will be an opportunity for you to let us know what you need once you begin your application.

Ready to take on new challenges? Apply now

Stay connected for the latest career opportunities, follow us on Deloitte China Social Media.

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Receptionist - Professional Environment Services (Admiralty office) - Hong Kong(314711)

$25000 - $40000 Y Deloitte

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Job Description

Pursue a Career with Impact
At Deloitte China, we are on a mission to nurture and empower our people to become deep subject matter experts. We offer the perfect platform to unleash your full potential and equip you to thrive on challenges, and partner with our clients to solve their most complex problems. A world of opportunities awaits. Start your adventure and journey with us.

About The Business
We are a team of committed office administrative personnel striving to support China firm's operation in contributing to the overall achievement of its business objectives.

This is accomplished by:

Working together with various functions and departments to ensure effective and efficient implementation of office policies and procedures

Providing a pleasant, functional and environmentally responsible working environment to our people to enable them to operate and serve our clients

Delivering a range of general administrative support services to facilitate operation efficiency and service excellence.

Work you'll do

  • Responsible for all-round receptionist general duties
  • Greet guests in professional manner. Monitor visitor access record and maintain security awareness
  • Handle incoming couriers and parcels
  • Answer and redirect incoming calls and phone messages
  • Maintain tidiness of reception, guest seating area and conference rooms
  • Manage meeting rooms bookings and related logistic support
  • Assist with office supply procurement
  • Assist with preparation of room bookings report
  • Handle administration work and ad-hoc duties as assigned

During your tenure with us, you will demonstrate and develop your leadership and professional capabilities in the following areas: Inspiring, Creating purpose, Driving agility, Building diverse capability, Influencing, Collaborating, Delivering value, Building the business, Analytical acumen, Effective communication, Engagement management/delivery excellence, Managing change, Managing quality & risk, Strategic thinking and problem solving, and Tech savviness.

We are looking for someone with
To be considered for this position, you must demonstrate skills and experience in the following areas:

  • Shift duty between 08:00 – 17:00 and 09:00 – 18:00
  • Working location: Admiralty / Quarry Bay / Kwun Tong
  • DSE or above, completion of tertiary education preferred
  • Minimum 3 years' experience in customer service or hospitality. Previous experience with hotel or airline would be added advantage
  • Excellent telephone manner and communication skills
  • Fluent in spoken English, Cantonese and Mandarin
  • Proficiency in Microsoft Office and Chinese Word Processing
  • Pleasant, customer oriented and well-organized

Shape your future through impact that matters
For more than 100 years of history, Deloitte witnessed also had the honor to be part of the economic boom in China by providing industry-leading audit & assurance, consulting, risk advisory, financial advisory, tax & business advisory services to nearly 90% of the Fortune Global 500 Chinese companies and thousands of private companies. Deloitte China today carries on our centenary professionalism and strives to become the undisputed leader in professional services in China with strong responsibility and capabilities in digitalization and multidisciplinary services.

Deloitte has been named China's Top Employer since 2006, Universum's Most Attractive Employer in China since 2008, and the Best Workplaces in Greater China since 2019.

All qualified applicants will receive consideration for employment regardless of their background, experience, identity, ability or thinking style, and if you need assistance during the application process for accessibility reasons this is available upon request. The preferred candidate will be subject to background screening by Deloitte China or by their external third-party provider.

Accessibility assistance
If you need assistance or an accommodation during the recruitment process for accessibility reasons, there will be an opportunity for you to let us know what you need once you begin your application.

Ready to take on new challenges? Apply now

Stay connected for the latest career opportunities, follow us on Deloitte China Social Media.

Why Deloitte China?
Deloitte China delivers a comprehensive range of audit & assurance, consulting, financial advisory, risk advisory and tax services to local, multinational and growth enterprise clients in China.

  • We are the
    world's largest professional services firm
    that changes the world, we lead with purpose and shared values.
  • We are the
    market leader with digital and innovative solutions
    , we create values for client through our multi-disciplinary services.
  • We are recognized as
    Top Employer
    in China by the Top Employers Institute* for 14th consecutive years, and made the top 3 for the first time this year
  • We are certified as one of the
    'Best Workplaces
    in Greater China by Great Place to Work in 2019
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WM Client Management

$70000 - $120000 Y BNP Paribas

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Job Description

Position Purpose

  • Client On-Boarding team's goal is to ensure a global and consistent "first service" is rendered to the clients.
  • This team will be working around 3 main themes: Prioritization of on-boarding, Coordination of the whole process (Risk, Legal and Systems) and production of the Legal documentation and KYC (Collection, Completeness, Conformity and Analysis. The team is also in charge of the regular review process for standard sensitive accounts
  • The team must work as "one team" to ensure a cutting edge on-boarding service to clients and work closely with major functions as well as FO/Markets.
  • Overall, through a dedicated on-boarding team and a single point of contact, the team is responsible for client satisfaction with respect to on-boarding.
  • To facilitate and provide a complete transversal on–boarding service to WM APAC. Producing client risk assessments, client profiles, and due diligence analyses.
  • Providing feedback and escalating issues to the appropriate support functions and management.

Key Responsibilities

Implementation and Process

  • Work closely with Front Office and Account Management team to facilitate the collection of KYC and other relevant documents in accordance with the prevailing account opening procedures and local regulations.
  • To ensure evidence of each customer's identity and other relevant documents are received in order before account opening.
  • Review KYC for new client on-boarding.
  • Perform qualitative and quantitative check on New Account Documentation for all clients
  • Conduct KYC/CDD review on existing clients through periodic review.
  • Ensure all client files are stored and maintained accordingly (electronically and in paper format).
  • Support Front Office queries related to client on boarding and client due diligence process.
  • Prepare regular reports for Management review (account documentation irregularities, monthly statistics).
  • Ensure timely processing of static data updating request.

Team Spirit

  • Work within a team – with an adaptable flexible approach, coordinate with team members and Front Office to resolve complex cases and address issues in a timely manner.
  • Be open to change and support the vision of working in a fully transversal operation

Information Sharing

  • Ability to share information and eventually train new team members.
  • Control and Risk
  • Abide with operational risk procedures and escalate incidents to Seniors where necessary
  • Contribute to the implementation and controls for daily processes and assist with the update of procedures
  • Report and escalate concerns/ issues to Seniors when required

Communication

  • Liaise regularly with the following internal groups to ensure a smooth on boarding process: Compliance, Legal, FO teams, Account Management teams, Client Management team in Singapore/Hong Kong or other support teams within WMHK/WMSG that have any involvement in the Client On-boarding process.

Comply with BNPP Permanent Control Activities

  • Direct contribution to BNPP operational permanent control framework.
  • Contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan
  • Comply with regulatory requirements and internal guideline
  • Contribute to the reporting of all incidents according to the Incident Management System
  • Minimizing operational failure, including but not exclusively, the risk of fraud, by helping to devise, and by implementing, sufficient regular controls
  • Ensuring appropriate escalation to management and/or Permanent Control (or Compliance as appropriate) as soon as an issue is identified

Competencies (Technical / Behavioural)

  • Team player, independent, hardworking, eager to learn and attention to details
  • Client-oriented and high adaptability to changing environment
  • Able to work under pressure and deal with unclear requests as well as a high volume of requests
  • Strong analytical and strong risk sense

Specific Qualifications Required

  • Minimum 3 years of relevant working experience
  • Bachelor's level degree or professional qualification
  • Understand the principles and be familiar with WM products and types of customers
  • Strong understanding of account documentation, due diligence and local Anti-Money Laundering requirements
  • Fluent in English (spoken and written). Good command in Mandarin is a plus (for supporting Taiwan/China Markets).
  • Excellent communication and interpersonal skills
  • Must possess a strong fundamental and technical skills, awareness of operational risk
  • Excellent PC skills, especially in Excel. Knowledge of ACCESS is an advantage.

About BNP PARIBAS
As the leading European Union bank, and one of the world's largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance.

We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all backgrounds, including diversity of origin, age, gender, sexual orientation, gender identity, religion applicants who may be living with a disability. We have a number of internal employee networks in place to empower our staff to act and challenge the status quo.

  • BNP Paribas PRIDE is highly active in favour of the LGBTQIA+ community
  • BNP Paribas MixCity which fosters better representation of women at all levels of the organization
  • Ability, the mutual aid network for employees with a disability or a disabling or chronic illness
  • BNP Paribas CulturAll which celebrates diverse backgrounds

BNP is committed to financing a carbon-neutral economy by 2050. The Group is a founding member of the Net-Zero Banking Alliance and has set up its own Low Carbon Transition Group to support its clients through their energy transitions.

BNP Paribas - Diversity & Inclusion Journey

BNP Paribas - The Bank Of Green Changes

Award Obtained

BNPP has won Top employer Europe award in a 10th consecutive year

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Client Management Professional

$90000 - $120000 Y China Construction Bank (Asia)

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Job Description

Main Responsibilities

  • Collaborate with relevant internal teams to manage clients' queries in a timely manner and ensure clients' satisfaction
  • Act as the main contact on client onboarding and account opening process
  • Provide pre-sales support to sales team and work closely with internal stakeholders including product, project, operation and other relevant teams to deliver high quality client services
  • Maintain good relationship with clients, and identify growth opportunities within existing client accounts as well as developing new relationships
  • Ensure practices comply with relevant regulations and industry standards
  • Manage clients' documentations and database to ensure compliance and efficiency
  • Conduct service review and provide training to clients on the new service

Job Requirements

  • Bachelor's degree in Finance, Business Administration, or related field
  • Minimum 6 years' experience in custody and / or fund related client management or a similar role in financial services
  • Sound knowledge of local/global custody business model, Fund Administration, Trust and Fiduciary services and familiar with related operational flow
  • Independent, self-motivated and able to work under pressure with multiple deadlines
  • Good analytical, organisational, problem resolution and communication skills
  • Good command of written and spoken English and Chinese
  • Well-versed in computer applications such as VBA and other related MS applications
  • Candidate with less experience will also be considered

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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Client Management Professional

$600000 - $800000 Y China Construction Bank (Asia) Corporation Limited

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Job Description

Main Responsibilities
  • Collaborate with relevant internal teams to manage clients' queries in a timely manner and ensure clients' satisfaction
  • Act as the main contact on client onboarding and account opening process
  • Provide pre-sales support to sales team and work closely with internal stakeholders including product, project, operation and other relevant teams to deliver high quality client services
  • Maintain good relationship with clients, and identify growth opportunities within existing client accounts as well as developing new relationships
  • Ensure practices comply with relevant regulations and industry standards
  • Manage clients' documentations and database to ensure compliance and efficiency
  • Conduct service review and provide training to clients on the new service
Job Requirements
  • Bachelor's degree in Finance, Business Administration, or related field
  • Minimum 2 years' experience in custody and / or fund related client management or a similar role in financial services
  • Sound knowledge of local/global custody business model, Fund Administration, Trust and Fiduciary services and familiar with related operational flow
  • Independent, self-motivated and able to work under pressure with multiple deadlines
  • Good analytical, organisational, problem resolution and communication skills
  • Good command of written and spoken English and Chinese
  • Well-versed in computer applications such as VBA and other related MS applications

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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Assistant Client Management Manager

$600000 - $800000 Y HSBC

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Job Description

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Hang Seng Investment Management Limited (HSVM)

Established in 1993, Hang Seng Investment Management Limited ("Hang Seng Investment") is a wholly owned subsidiary of Hang Seng Bank Limited, and is Hong Kong No. 1 exchange-traded fund ("ETF") manager in terms of assets under management. As a Hong Kong based asset management company specializing in managing funds related to mainland China and Hong Kong markets, Hang Seng Investment is committed to providing investors with comprehensive investment management services through investment managers with extensive experience in managing funds (including a series of ETFs and retail funds) and investment portfolios for institutional and private clients. As a leading home-grown asset manager in Hong Kong, Hang Seng Investment has over 30 years of asset management experience.

We are currently seeking a high caliber professional to join our team as Assistant Client Management Manager.

Principal responsibilities

  • Ensure accurate receipt, validation, and routing of fund orders received from clients
  • Coordinate closely with internal teams and transfer agent to ensure orders are handled and managed properly
  • Support the on-boarding and ongoing due diligence reviews on HSVM clients (including fund distributors, direct clients, institutional clients) and ETF Participating Dealers in full compliance of regulatory and Group compliance requirements
  • Coordinate the due diligence requests received from potential and existing HSVM clients and investors.
  • Assist to provide high-quality client services support to HSVM clients and investors
  • Assist to implement business initiatives to achieve better customer experience and projects for fulfilling Group and/or regulatory requirements

Requirements

  • University graduate in Accounting, Finance, Economics, Business Administration or related discipline
  • Fulfillment of the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
  • Minimum 3 years of client services or operations experience in asset management or financial services.
  • Sound understanding of ETFs, investment funds and client requirements
  • Strong self-motivation with the ability to work independently and under pressure
  • Good communication, interpersonal and analytical skills
  • Excellent written and spoken English and Chinese (both Traditional and Simplified Chinese) skills
  • Great sense of ownership and servicing mindset to ensure efficient and effective communication with different stakeholders for business outcomes

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Hong Kong Monetary Authority - Mandatory Reference Checking Scheme.

You'll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

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Account Manager, Client Management

$60000 - $120000 Y Bupa

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Job Description

Responsibilities:

  • To manage medium to jumbo size contracts (group medical insurance) and achieve persistency targets in pursuit of the most favourable terms and profitability to the company
  • To serve agents / brokers / direct clients, maintain good relationship and build a strong customer base
  • To identify business opportunities and generate growth
  • To prepare proposals and presentation materials
  • To handle enquiries and complaints.
  • To update management the business status through regular sales report.
  • To collect market intelligence on competitors' activities including competitors' products, pricing, catalogues, selling tactics, etc.
  • To develop and review marketing materials, e.g., training materials, staff briefing materials, etc. To perform underwriting according to the Company's guidelines and within authorized limits.

Qualifications, Training and Experience:

  • University degree in business or related disciplines
  • Minimum 5 years relevant experience on group medical insurance, with a good understanding of Employee Benefits areas
  • Possess valid insurance license
  • Good presentation skill to handle client meeting and member briefing session
  • Work independently , willing on client facing
  • Co-ordinate within the team or other teams to achieve designated project/initiatives
  • Client management on daily issues and policy level negotiation
  • Fully conversant and Microsoft package (Adobe, Excel, Word etc)
  • Good command in English and Chinese, speaking and written, Mandarin would be a plus

Bupa offers 5 days' work per week and comprehensive remuneration packages including base salary, study assistance plan, company pension plan, life and medical benefit, dental benefit, annual leave, examination leave, etc.

Bupa is an equal opportunity employer and welcomes applications from qualified candidates. Information provided will be treated in strict confidence and only be used for consideration of application with Bupa.

Personal data collected will be used for recruitment purposes only. Only candidates selected for interviews will be contacted. Bupa will be in touch for any opportunities that matches your profile. All personal data of unsuccessful application will be destroyed 24 months from the date of receiving the application.

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