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Senior Officer, On-boarding & Distribution Support

FWD Life Insurance Company (Bermuda) Limited

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2019-01-11
  • Career Level:Middle
  • Location:Sheung Wan
  • Yr(s) of Exp:3 years
  • Qualification:Degree
  • Salary:Salary negotiable
  • Employment Type:Full Time
  • Job Function:Clerical / Admin Staff  Analyst  Order Processing & Operation / Settlement  

Job Description

FWD spans Hong Kong, Macau, Thailand, Indonesia, the Philippines, Singapore, Vietnam and Japan. In Hong Kong, FWD offers life and medical insurance, general insurance, employee benefits, and financial planning. FWD is focused on creating fresh customer experiences, with easy-to-understand and relevant products, supported by digital technology. Through this customer-led approach, FWD aims to become a leading pan-Asian insurer that changes the way people feel about insurance.

FWD is the insurance business of investment group, Pacific Century Group. The life insurance and general insurance operating entities have been assigned strong financial strength ratings by international rating agencies. While FWD Life Insurance Company (Bermuda) Limited has been affirmed ‘A3’ by Moody's and ‘A’ by Fitch, FWD General Insurance Company Limited has also received ‘A’ rating from Fitch, all with a stable outlook.

In Hong Kong & Macau, FWD has been providing quality services to around 534,000 customers with over 730 staff.

If you are looking for a company where can fuel your inspiration and cultivate your expertise, join us on our exciting journey.

The Job:

  • Work closely with Sales team, Legal, Compliance and related stakeholders to ensure governance standard were met on business account management
  • Support new business partner’s on-boarding process and conduct periodic review
  • Perform due diligence check on business partners
  • Comply the on-boarding process with internal and regulatory guidelines
  • Create and maintain the information system to ensure the data is inputted accurately
  • Perform ad-hoc duties

The Person:

  • University graduate in Business Administration or related discipline
  • Good command of both spoken and written English and Chinese
  • At least 3 years of relevant experience in insurance or broker company with knowledge on HKFI registration process  
  • Knowledge on client on-boarding operations and KYC process
  • Proficient in PC applications including Chinese word processing, Word, Excel & PowerPoint
  • Strong compliance mindset
  • Candidate with less experience will be consider as On-boarding Officer

We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, sex, disability or family status in employment process.
 

Company Info

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