About FWD Group

FWD Group is a pan-Asian life insurance business with more than 11 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. FWD reached its 10-year anniversary in 2023. The company is focused on making the insurance journey simpler, faster and smoother, with innovative propositions and easy-to-understand products, supported by digital technology. Through this customer-led approach, FWD is committed to changing the way people feel about insurance. Visit https://www.fwd.com.hk/

FWD Financial Planning Limited – Corporate Overview

FWD Financial Planning Limited is part of the FWD Group. FWD Group has more than 11 million customers across 10 markets, including some of the fastest-growing insurance markets in the world.

FWD Financial Planning Limited is an expanding SFC, Insurance and MPF license broker firm. We target to attract top-class financial advisers to deliver quality financial planning advices to clients. Guided by the customer-centric principle, the company will ensure our financial advisors to deliver the most suitable advices to the clients in order to meet clients’ financial planning needs.  

The Job:

• Process daily operation in accordance to company’s compliance standard and follow the government regulations

• Liaise with product providers to ensure smooth processing of business

• Act as a product gatekeeper to check and maintain product database both qualitatively and quantitatively

• Assist Operation Manager on advisors enquiries and provide support to advisors

• Digitalize insurance product database to cope with future development and transformation of digital distribution business model

• Ad-hoc projects as required

The Person:

• Degree in any business related disciplines, at least 2-3 years’ experience in in handling administration processes for financial planning businesses

• Familiar with the insurance industry, good network with external product providers & regulatory framework in Hong Kong

• Knowledgeable in digital sector, preferably with experience in mobile solution, mobile apps or digital world, experience in insurance front-line experience a plus

• Good commend of MS Words, Excel & Powerpoint. Knowledge on name-screening system e.g. Refinitive ( World check) or Dow Jones System is an advantage

• Pro-active involvement in trouble shooting

• Being creative in developing new ideas and approaches

• Holding of IIQE paper 1-5 is preferred

• Candidate with less experience will be considered as 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, gender, disability or family status in employment process.