20 Reporting Tools jobs in Hong Kong

Join to apply for the Analyst, Business Intelligence role at United Asia Finance Ltd.

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• Reporting to Chief Analytics Officer and conduct regular customer analysis
• Support business growth through effective targeting and analyzing customer behavior
• Enhance campaign effectiveness by driving event-triggered marketing programmes
• Identify, analyze, and interpret patterns in complex data sets to provide business insights

• Reporting to Chief Analytics Officer and conduct regular customer analysis
• Support business growth through effective targeting and analyzing customer behavior
• Enhance campaign effectiveness by driving event-triggered marketing programmes
• Identify, analyze, and interpret patterns in complex data sets to provide business insights

• University graduate in Statistics, Mathematics, Business Analysis, or a related field
• Experience in business intelligence analysis or database marketing, preferably in the financial sector
• Solid experience in programming languages (e.g., Python, R, SQL)
• Experience in BI reporting tools (e.g., Tableau) is an advantage
• Strong analytical skills with business and numerical sense

• Competitive Basic Salary
• Double Pay
• Performance Bonus

• Annual Leave
• Birthday Leave
• Family-Friendly Leave
• Recreation Leave
• Marriage Leave
• Maternity Leave
• Paternity Leave
• Compassionate Leave

• Life and Accident Insurance Scheme
• Medical Benefits

• Comprehensive on-the-job training
• Learning Sponsorship
• Personal development and growth opportunities

• Diversified Interest Classes
• Company Outing
• Sponsored Gathering
• Marathon Running

Interested parties please send your CV indicating your current salary, expected salary, and availability to Human Resources Department by email to

(Personal data collected will be treated in the strictest confidence and will be handled by authorized personnel for recruitment-related purposes only. Applicants who do not hear from us within 3 months may consider their application unsuccessful, and their data will be destroyed within 24 months of receipt.)

Join to apply for the Director of Business Intelligence role at BTSE

Join to apply for the Director of Business Intelligence role at BTSE

Get AI-powered advice on this job and more exclusive features.

About BTSE

About BTSE

BTSE Group is a global leader in fintech and blockchain technology, anchored by three core business pillars: Exchange, Payments, and Infrastructure Development. Serving over 100 corporate clients worldwide, we provide white-label exchange and payment solutions. Our offerings encompass everything from exchange infrastructure hosting and development to custody, wallets, payments, blockchain integration, trading, and more. We are looking for talented professionals in marketing, operations, customer support, and other departments. The roles offered may be on-site, remote, or hybrid, in collaboration with our local partner.

About The Opportunity

The Director of Business Intelligence (BI) will lead the development and execution of the company’s BI strategy, driving data-driven decision-making across all business units. This role will oversee the design, implementation, and optimization of BI systems, processes, and teams to deliver actionable insights that align with organizational goals. The Director will collaborate with cross-functional leadership to enhance strategic planning, operational efficiency, and market competitiveness, with a focus on leveraging data to support growth in the industry

Responsibilities

• Strategic BI Leadership: Develop and execute a comprehensive BI strategy tailored to the business objectives, ensuring alignment with market dynamics and organizational priorities.
• Deep Business Understanding: Leverage in-depth knowledge of the crypto exchange business, including trading, market trends, and regulatory requirements, to provide relevant and impactful data insights that drive decision-making.
• Cross-Functional Collaboration: Act as the primary liaison with Business Operations (BO) and Product teams, translating business needs into data-driven solutions and fostering strong communication to ensure alignment and actionable outcomes.
• Task Management and Delegation: Assign and oversee data requests from BO and other stakeholders, tasking Data Analysts (DA) and Data Visualizers (DV) to generate insights, dashboards, and reports, while ensuring timely and accurate delivery.
• Team Leadership and Coordination: Manage and mentor a team of Data Analysts, Data Visualizers, and Data Scientists, fostering collaboration across these functions to deliver cohesive BI solutions, including advanced analytics, data models, and visualizations.
• Stakeholder Communication: Present complex data insights and recommendations to C-suite executives, BO, and Product teams in a clear and actionable manner, serving as the voice of data within the organization.
• Continuous Improvement: Drive innovation in BI processes, tools, and methodologies, staying ahead of the industry trends and emerging technologies to enhance data capabilities and team performance.
  
  

• Bachelor’s or Master’s degree in Data Science, Business Analytics, Computer Science, or a related field.
• Experienced in business intelligence, data analytics, or related roles, with experience in a leadership position.
• Proven expertise in BI tools and data platformsUnderstanding of the cryptocurrency, blockchain, or fintech industries, with experience analyzing market and customer data in these sectors.
• Exceptional leadership and team management skills, with a track record of building and scaling high-performing teams.
• Advanced knowledge of data modeling, ETL processes, SQL, and programming languages such as Python or R.
• Excellent communication skills, with the ability to translate complex data insights into actionable business strategies for non-technical stakeholders.
• Experience with data governance, compliance, and security standards, particularly in regulated industries.
• Strategic mindset with a focus on driving business outcomes through data-driven insights
  
  

• Competitive total compensation package
• Various team building programs and company events
• And many more! Apply and let us tell you more!
  
  

• Seniority level Director

• Employment type Full-time

• Job function Business Development and Sales

Referrals increase your chances of interviewing at BTSE by 2x

Get notified about new Director Business Intelligence jobs in Hong Kong, Hong Kong SAR .

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Join to apply for the Asia Business Intelligence Specialist role at Anthesis Group

2 days ago Be among the first 25 applicants

Join to apply for the Asia Business Intelligence Specialist role at Anthesis Group

Department: ESG & Reporting : ESG & Reporting

Location: Hong Kong

Description

Candidates should have proven experience working in a fast-paced research environment, excellent qualitative analytical skills, and a track record of producing high quality research for use in a commercial setting. Candidates should have a strong knowledge of the region’s business and political environments, as well as an innate sense of curiosity about international affairs, public policy and global markets more generally.

Key Responsibilities

The exact responsibilities will vary depending on the role offered. However, we broadly look for the below skills when considering applicants for all our positions:

• Manage complex open source and human intelligence-led investigative assignments (including pre-transactional integrity due diligence checks and other bespoke investigations);
• Write concise and cogent reports that weave in research findings with an in-depth contextualized analysis of key issues and other pertinent findings;
• Deliver written and verbal briefings to senior management and clients on research findings;
• Prepare proposals for new business;
• Support the development of Anthesis Business Intelligence’s human source network in Asia; and
• Once comfortable with Anthesis Business Intelligence’s house style and research methodologies, assist in training new team members and proofreading reports.
  
  

• Fluency reading and writing English in a commercial context and at least one key regional language;
• 1-6 years’ full-time post-graduate work experience in the corporate intelligence industry and/or another relevant investigative background;
• Experience using open source research tools such as LexisNexis and Factiva, as well as regional and language-specific databases and media sources;
• Ability to plan and manage multifaceted research projects from the proposal stage to delivering our work to the client;
• A working knowledge of financial, commercial and legal concepts;
• A bachelor’s degree in a relevant field from an accredited university; and
• Professional proficiency using Microsoft Office Suite.
  
  

• A keen interest in Asian and international affairs and business;
• Outstanding communication and interpersonal skills;
• Ability to work both independently and as part of a team;
• A proactive, can-do mindset and willingness to work outside job specifications when required;
• An ability to thrive under pressure and work to tight deadlines;
• Maintain a high level of professionalism in all areas of work; and
• Respond well to development feedback.

• Seniority level Executive

• Employment type Full-time

• Job function Business Development and Sales

Referrals increase your chances of interviewing at Anthesis Group by 2x

Get notified about new Business Intelligence Specialist jobs in Hong Kong, Hong Kong SAR .

Wan Chai District, Hong Kong SAR 1 week ago

Shenzhen, Guangdong, China CN¥15,000.00-CN¥5,000.00 1 year ago

Shenzhen, Guangdong, China CN 20.00-CN 20.00 1 year ago

Kwun Tong District, Hong Kong SAR 6 days ago

Shenzhen, Guangdong, China CN 5,000.00-CN 5,000.00 1 year ago

Shenzhen, Guangdong, China CN 1,000.00-CN 8,000.00 1 year ago

Shenzhen, Guangdong, China CN 8,000.00-CN 5,000.00 2 years ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Director of Business Intelligence role at BTSE

Join to apply for the Director of Business Intelligence role at BTSE

Get AI-powered advice on this job and more exclusive features.

About BTSE

About BTSE
BTSE Group is a global leader in fintech and blockchain technology, anchored by three core business pillars: Exchange, Payments, and Infrastructure Development. Serving over 100 corporate clients worldwide, we provide white-label exchange and payment solutions. Our offerings encompass everything from exchange infrastructure hosting and development to custody, wallets, payments, blockchain integration, trading, and more. We are looking for talented professionals in marketing, operations, customer support, and other departments. The roles offered may be on-site, remote, or hybrid, in collaboration with our local partner.
About The Opportunity
The Director of Business Intelligence (BI) will lead the development and execution of the company’s BI strategy, driving data-driven decision-making across all business units. This role will oversee the design, implementation, and optimization of BI systems, processes, and teams to deliver actionable insights that align with organizational goals. The Director will collaborate with cross-functional leadership to enhance strategic planning, operational efficiency, and market competitiveness, with a focus on leveraging data to support growth in the industry
Responsibilities

• Strategic BI Leadership: Develop and execute a comprehensive BI strategy tailored to the business objectives, ensuring alignment with market dynamics and organizational priorities.
• Deep Business Understanding: Leverage in-depth knowledge of the crypto exchange business, including trading, market trends, and regulatory requirements, to provide relevant and impactful data insights that drive decision-making.
• Cross-Functional Collaboration: Act as the primary liaison with Business Operations (BO) and Product teams, translating business needs into data-driven solutions and fostering strong communication to ensure alignment and actionable outcomes.
• Task Management and Delegation: Assign and oversee data requests from BO and other stakeholders, tasking Data Analysts (DA) and Data Visualizers (DV) to generate insights, dashboards, and reports, while ensuring timely and accurate delivery.
• Team Leadership and Coordination: Manage and mentor a team of Data Analysts, Data Visualizers, and Data Scientists, fostering collaboration across these functions to deliver cohesive BI solutions, including advanced analytics, data models, and visualizations.
• Stakeholder Communication: Present complex data insights and recommendations to C-suite executives, BO, and Product teams in a clear and actionable manner, serving as the voice of data within the organization.
• Continuous Improvement: Drive innovation in BI processes, tools, and methodologies, staying ahead of the industry trends and emerging technologies to enhance data capabilities and team performance.
  

• Bachelor’s or Master’s degree in Data Science, Business Analytics, Computer Science, or a related field.
• Experienced in business intelligence, data analytics, or related roles, with experience in a leadership position.
• Proven expertise in BI tools and data platformsUnderstanding of the cryptocurrency, blockchain, or fintech industries, with experience analyzing market and customer data in these sectors.
• Exceptional leadership and team management skills, with a track record of building and scaling high-performing teams.
• Advanced knowledge of data modeling, ETL processes, SQL, and programming languages such as Python or R.
• Excellent communication skills, with the ability to translate complex data insights into actionable business strategies for non-technical stakeholders.
• Experience with data governance, compliance, and security standards, particularly in regulated industries.
• Strategic mindset with a focus on driving business outcomes through data-driven insights
  

• Competitive total compensation package
• Various team building programs and company events
• And many more! Apply and let us tell you more!
  

• Seniority level Director

• Employment type Full-time

• Job function Business Development and Sales

Referrals increase your chances of interviewing at BTSE by 2x

Get notified about new Director Business Intelligence jobs in Hong Kong, Hong Kong SAR .

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Asia Business Intelligence Specialist role at Anthesis Group

2 days ago Be among the first 25 applicants

Join to apply for the Asia Business Intelligence Specialist role at Anthesis Group

Department: ESG & Reporting : ESG & Reporting
Location: Hong Kong
Description
Candidates should have proven experience working in a fast-paced research environment, excellent qualitative analytical skills, and a track record of producing high quality research for use in a commercial setting. Candidates should have a strong knowledge of the region’s business and political environments, as well as an innate sense of curiosity about international affairs, public policy and global markets more generally.
Key Responsibilities
The exact responsibilities will vary depending on the role offered. However, we broadly look for the below skills when considering applicants for all our positions:

• Manage complex open source and human intelligence-led investigative assignments (including pre-transactional integrity due diligence checks and other bespoke investigations);
• Write concise and cogent reports that weave in research findings with an in-depth contextualized analysis of key issues and other pertinent findings;
• Deliver written and verbal briefings to senior management and clients on research findings;
• Prepare proposals for new business;
• Support the development of Anthesis Business Intelligence’s human source network in Asia; and
• Once comfortable with Anthesis Business Intelligence’s house style and research methodologies, assist in training new team members and proofreading reports.
  

• Fluency reading and writing English in a commercial context and at least one key regional language;
• 1-6 years’ full-time post-graduate work experience in the corporate intelligence industry and/or another relevant investigative background;
• Experience using open source research tools such as LexisNexis and Factiva, as well as regional and language-specific databases and media sources;
• Ability to plan and manage multifaceted research projects from the proposal stage to delivering our work to the client;
• A working knowledge of financial, commercial and legal concepts;
• A bachelor’s degree in a relevant field from an accredited university; and
• Professional proficiency using Microsoft Office Suite.
  

• A keen interest in Asian and international affairs and business;
• Outstanding communication and interpersonal skills;
• Ability to work both independently and as part of a team;
• A proactive, can-do mindset and willingness to work outside job specifications when required;
• An ability to thrive under pressure and work to tight deadlines;
• Maintain a high level of professionalism in all areas of work; and
• Respond well to development feedback.

• Seniority level Executive

• Employment type Full-time

• Job function Business Development and Sales

Referrals increase your chances of interviewing at Anthesis Group by 2x

Get notified about new Business Intelligence Specialist jobs in Hong Kong, Hong Kong SAR .

Wan Chai District, Hong Kong SAR 1 week ago

Shenzhen, Guangdong, China CN¥15,000.00-CN¥5,000.00 1 year ago

Shenzhen, Guangdong, China CN 20.00-CN 20.00 1 year ago

Kwun Tong District, Hong Kong SAR 6 days ago

Shenzhen, Guangdong, China CN 5,000.00-CN 5,000.00 1 year ago

Shenzhen, Guangdong, China CN 1,000.00-CN 8,000.00 1 year ago

Shenzhen, Guangdong, China CN 8,000.00-CN 5,000.00 2 years ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Anthesis Group

Candidates should have proven experience working in a fast-paced research environment, excellent qualitative analytical skills, and a track record of producing high quality research for use in a commercial setting. Candidates should have a strong knowledge of the region’s business and political environments, as well as an innate sense of curiosity about international affairs, public policy and global markets more generally.

Key Responsibilities

The exact responsibilities will vary depending on the role offered. However, we broadly look for the below skills when considering applicants for all our positions:

• Manage complex open source and human intelligence-led investigative assignments (including pre-transactional integrity due diligence checks and other bespoke investigations);
• Write concise and cogent reports that weave in research findings with an in-depth contextualised analysis of key issues and other pertinent findings;
• Deliver written and verbal briefings to senior management and clients on research findings;
• Prepare proposals for new business;
• Support the development of Anthesis Business Intelligence’s human source network in Asia; and
• Once comfortable with Anthesis Business Intelligence’s house style and research methodologies, assist in training new team members and proofreading reports.

Required Experience and Skills

We require as a minimum these qualifications and experience:

• Fluency reading and writing English in a commercial context and at least one key regional language;
• With 1-6 years’ full-time post-graduate work experience in the corporate intelligence industry and/or another relevant investigative background;
• Experience using open source research tools such as LexisNexis and Factiva, as well as regional and language-specific databases and media sources;
• Ability to plan and manage multifaceted research projects from the proposal stage to delivering our work to the client;
• A working knowledge of financial, commercial and legal concepts;
• A bachelor’s degree in a relevant field from an accredited university; and
• Professional proficiency using Microsoft Office Suite.

Candidates should also have demonstrable skills in the following areas:

• A keen interest in Asian and international affairs and business;
• Outstanding communication and interpersonal skills;
• Ability to work both independently and as part of a team;
• A proactive, can-do mindset and willingness to work outside job specifications when required;
• An ability to thrive under pressure and work to tight deadlines;
• Maintain a high level of professionalism in all areas of work; and
• Respond well to development feedback.

• Seniority level Associate

• Employment type Full-time

• Job function Consulting and Analyst

Referrals increase your chances of interviewing at Anthesis Group by 2x

Central, Hong Kong SAR SGD800.00-SGD1,200.00 4 weeks ago

Islands District, Hong Kong SAR 1 day ago

Wan Chai District, Hong Kong SAR 2 months ago

Shenzhen, Guangdong, China CN¥120.00-CN¥20.00 1 year ago

Hong Kong, Hong Kong SAR HK$40,000.00-HK$5,000.00 4 days ago

Shenzhen, Guangdong, China CN 5,000.00-CN 5,000.00 1 year ago

Hong Kong, Hong Kong SAR HK 30,000.00-HK 40,000.00 5 days ago

Shenzhen, Guangdong, China CN 5,000.00-CN 5,000.00 1 year ago

Kwai Tsing District, Hong Kong SAR 3 weeks ago

Wan Chai District, Hong Kong SAR 3 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Anthesis Group

Candidates should have proven experience working in a fast-paced research environment, excellent qualitative analytical skills, and a track record of producing high quality research for use in a commercial setting. Candidates should have a strong knowledge of the region’s business and political environments, as well as an innate sense of curiosity about international affairs, public policy and global markets more generally.

Key Responsibilities

The exact responsibilities will vary depending on the role offered. However, we broadly look for the below skills when considering applicants for all our positions:

• Manage complex open source and human intelligence-led investigative assignments (including pre-transactional integrity due diligence checks and other bespoke investigations);
• Write concise and cogent reports that weave in research findings with an in-depth contextualised analysis of key issues and other pertinent findings;
• Deliver written and verbal briefings to senior management and clients on research findings;
• Prepare proposals for new business;
• Support the development of Anthesis Business Intelligence’s human source network in Asia; and
• Once comfortable with Anthesis Business Intelligence’s house style and research methodologies, assist in training new team members and proofreading reports.

Required Experience and Skills

We require as a minimum these qualifications and experience:

• Fluency reading and writing English in a commercial context and at least one key regional language;
• With 1-6 years’ full-time post-graduate work experience in the corporate intelligence industry and/or another relevant investigative background;
• Experience using open source research tools such as LexisNexis and Factiva, as well as regional and language-specific databases and media sources;
• Ability to plan and manage multifaceted research projects from the proposal stage to delivering our work to the client;
• A working knowledge of financial, commercial and legal concepts;
• A bachelor’s degree in a relevant field from an accredited university; and
• Professional proficiency using Microsoft Office Suite.

Candidates should also have demonstrable skills in the following areas:

• A keen interest in Asian and international affairs and business;
• Outstanding communication and interpersonal skills;
• Ability to work both independently and as part of a team;
• A proactive, can-do mindset and willingness to work outside job specifications when required;
• An ability to thrive under pressure and work to tight deadlines;
• Maintain a high level of professionalism in all areas of work; and
• Respond well to development feedback.

• Seniority level Associate

• Employment type Full-time

• Job function Consulting and Analyst

Referrals increase your chances of interviewing at Anthesis Group by 2x

Central, Hong Kong SAR SGD800.00-SGD1,200.00 4 weeks ago

Islands District, Hong Kong SAR 1 day ago

Wan Chai District, Hong Kong SAR 2 months ago

Shenzhen, Guangdong, China CN¥120.00-CN¥20.00 1 year ago

Hong Kong, Hong Kong SAR HK$40,000.00-HK$5,000.00 4 days ago

Shenzhen, Guangdong, China CN 5,000.00-CN 5,000.00 1 year ago

Hong Kong, Hong Kong SAR HK 30,000.00-HK 40,000.00 5 days ago

Shenzhen, Guangdong, China CN 5,000.00-CN 5,000.00 1 year ago

Kwai Tsing District, Hong Kong SAR 3 weeks ago

Wan Chai District, Hong Kong SAR 3 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Life & Wealth Management Strategy, Senior Analyst (Senior Officer for data analytics & reporting) role at AIA Hong Kong and Macau

Continue with Google Continue with Google

Join to apply for the Life & Wealth Management Strategy, Senior Analyst (Senior Officer for data analytics & reporting) role at AIA Hong Kong and Macau

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.

So if you believe in inspiring a better future, read on.

About The Role

The jobholder is responsible for driving High Net Worth (HNW) customers' sales growth through handling the premium financing case management and supporting relevant workflows. He / She also helps to provide strategic insights backed by data and develop relevant tools / reports to measure sales performance and campaign effectiveness.

Roles And Responsibilities

Premium Financing Support

• Handle the premium financing arrangements from identifying bank partners, developing the workflow, to the day-to-day case management activities
• Handle premium financing enquires from distribution channels
• Perform internal governance control and prepare sales tracking reports
  
  
  

• Support the development of sales & marketing strategies to achieve growth in both market share and financial performance for HNW & Unit-Linked businesses (ULB)
• Work with sales teams to develop sales tools and channel forecasts to achieve targets in ANP, case count, producer count and other KPIs determined from time to time
• Perform in-depth analysis to generate business insights that help formulate sales strategies
• Support ULB and other proposition development projects and the development of business case
• Deliver tracking reports that leads to action to achieve sales target, providing timely information for sales teams to support their business development
• Perform any other duties and projects as assigned
  
  
  

• University graduate plus 3-4 years’ experience in HNW and/or ULB
• Solid experience in managing premium financing cases and workflow
• Strong capabilities in performing data analysis and generating business insights
• Excellent organizational and communication skills
• Sound knowledge on insurance products, wealth management solutions and the HNW segment
• Ability to work under pressure on multiple priorities
• You are required to obtain relevant licence(s) if your job involves regulated activities
  
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

Referrals increase your chances of interviewing at AIA Hong Kong and Macau by 2x

Continue with Google Continue with Google

Continue with Google Continue with Google

Shenzhen, Guangdong, China
CN¥20,000.00
-
CN¥30,000.00
1 year ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Life & Wealth Management Strategy, Senior Analyst (Senior Officer for data analytics & reporting) role at AIA Hong Kong and Macau

Continue with Google Continue with Google

Join to apply for the Life & Wealth Management Strategy, Senior Analyst (Senior Officer for data analytics & reporting) role at AIA Hong Kong and Macau

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.
It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.
And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.
So if you believe in inspiring a better future, read on.
About The Role
The jobholder is responsible for driving High Net Worth (HNW) customers' sales growth through handling the premium financing case management and supporting relevant workflows. He / She also helps to provide strategic insights backed by data and develop relevant tools / reports to measure sales performance and campaign effectiveness.
Roles And Responsibilities
Premium Financing Support

• Handle the premium financing arrangements from identifying bank partners, developing the workflow, to the day-to-day case management activities
• Handle premium financing enquires from distribution channels
• Perform internal governance control and prepare sales tracking reports
  

• Support the development of sales & marketing strategies to achieve growth in both market share and financial performance for HNW & Unit-Linked businesses (ULB)
• Work with sales teams to develop sales tools and channel forecasts to achieve targets in ANP, case count, producer count and other KPIs determined from time to time
• Perform in-depth analysis to generate business insights that help formulate sales strategies
• Support ULB and other proposition development projects and the development of business case
• Deliver tracking reports that leads to action to achieve sales target, providing timely information for sales teams to support their business development
• Perform any other duties and projects as assigned
  

• University graduate plus 3-4 years’ experience in HNW and/or ULB
• Solid experience in managing premium financing cases and workflow
• Strong capabilities in performing data analysis and generating business insights
• Excellent organizational and communication skills
• Sound knowledge on insurance products, wealth management solutions and the HNW segment
• Ability to work under pressure on multiple priorities
• You are required to obtain relevant licence(s) if your job involves regulated activities
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

Referrals increase your chances of interviewing at AIA Hong Kong and Macau by 2x

Continue with Google Continue with Google

Continue with Google Continue with Google

Shenzhen, Guangdong, China
CN¥20,000.00
-
CN¥30,000.00
1 year ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.