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Officer / Senior Officer – Wealth Management Planning (Till the end of 2018)

Swiss Privilege

  • Company Industries:Financial Services

Job Information

  • Post Date:2018-03-21
  • Career Level:Middle
  • Location:Not Specified
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Financial Services  Others  Business Analysis / Data Analysis  

Job Description

We are looking for suitable candidate with following key responsibilities:

  • Prepare regular and ad hoc management and sales reports for Management’s review
  • Perform data mining and business analysis, identify exceptional trend and make process improvement recommendation to Management
  • Support budget monitoring and expense reconciliation, identify and followup on irregular charges.  Assist annual operation budget review and approval
  • Database management with timely and proper filing system in accordance with internal and regulatory guidelines
  • Support projects and new initiatives

Requirements:

  • University Degree in Finance, Actuarial Science, Statistics or equivalent
  • At least 3 years relevant experience in data analysis or performance management
  • Excellent analytical skills with attention to details
  • High capacity to organize and prioritize assignments with autonomy
  • Good communication and interpersonal skills
  • Good command of spoken and written English
  • Advanced skills in MS Excel and PowerPoint, knowledge of Life AS400 a plus

We offer:

  • Attractive remuneration package
  • Long-term career prospect

Please send full resume and quoting “JDWMP13032018" by clicking "Apply Now" or fax to 2865 2306.

For enquiry, please call 2864 5618 or 2864 5637.

The information provided by applicants will be treated in strict confidence and used solely for recruitment purpose. All applicants’ information will be destroyed after 12 months.

Company Info

Swiss Privilege, the unique wealth management arm of the AXA Group in Hong Kong, provides prestige and professional financial services to high net-worth customers. We are now looking for a successful person to play a vital role in our consultancy sales team.

About AXA Hong Kong and Macau

AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 57 markets, 160,000 employees and serving 108 million customers worldwide. Our purpose is to act for human progress by protecting what matters.

As one of the most diversified insurers offering integrated solutions across Life, Health and Property & Casualty, our goal is to be the insurance and healthy living partner to the individuals, businesses and community we serve.   

At the core of our service commitment is continuous product innovation and customer experience enrichment, which is achieved through actively listening to our customers and leveraging technology and digital transformation.

We embrace our responsibility to be a force for good to create shared value for our community. We are proud to be the first insurer in Hong Kong and Macau to address the important need of mental health through our holistic wellness platform “AXA BetterMe”, available via our mobile app Emma by AXA to not just our customers, but also the community at large. We will continue to foster social progress through our product offerings and community investment to support the sustainable development of Hong Kong and Macau.

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