About the Company:

• A market-leading Taiwanese Bank

About the Job:

• Design customized wealth management solutions for clients with key focus on investment & insurance products. 
• Conduct regular financial analysis and portfolio reviews to maintain and strengthen client relationships.
• Collaborate with colleagues and internal teams to drive cross-selling initiatives and achieve business objectives.

Requirement & Qualification:

• University graduate, preferably with ECF-RWM.
• 2+ years of Sales experience in Wealth Management solution with key focus on Investment & Insurance products. 
• Be mature and self-motivated to work in a fast-paced environment.
• Excellent interpersonal, analytical and problem-solving skills. 
• Candidates with less experience will be considered as Assistant Relationship Managers / Relationship Officers. 

For application / confidential discussion, please contact Keith Kwan on +852 9353-5589 or email: keith.kwan@ipsgroupasia.com.

About the Company:

• A market-leading Insurer focusing on General Insurance

About the Job:

• Lead the Portfolio Management team and perform regular statistical portfolio reviews and analyses on various product lines (with a key focus on Property, EC, Motor, and SME) as well as distribution channels.
• Work closely with the Regional Actuarial team to identify adverse trends and business opportunities, providing senior management with recommendations to enhance sustainable profitable business growth.
• Establish sustainable pricing modules and quotation engines for new and revamped products to achieve cost efficiency.
• Provide technical underwriting support to underwriting and business teams on all classes of GI, with a key focus on Property, EC, Motor, and SME.
• Participate in projects aimed at enhancing data infrastructure to achieve digital transformation.
• Handle enquiries from the regional office and local authorities.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 

Requirement & Qualification:

• University graduate, preferably with ANZIIF / ACII.
• 8+ years of Underwriting experience in Commercial Lines.
• Solid knowledge in portfolio management and underwriting principle & pricing.
• Be mature and self-motivated to work in a fast-paced environment.
• Excellent interpersonal, analytical and problem-solving skills. 

For application / confidential discussion, please contact Keith Kwan on +852 9353-5589 or email: keith.kwan@ipsgroupasia.com.

About the Company:

• A market-leading Consultancy Firm focusing on Pension & Employee Benefit

About the Job:

• Provide B-to-B consultancy services on Pension & Employee Benefit to clients across diversified industries.
• Formulate and execute strategic marketing campaigns to acquire new business. 
• Participate in corporate events (i.e. webinars and conferences) to develop new business.
• Conduct financial analysis and formulate customized corporate solutions for clients.
• Attend and present in meetings with both existing and new clients. 
• Provide mentorship and regular training to junior teammates. 

Requirement & Qualification:

• University graduate, preferably as a registered MPF intermediary.
• 2+ years of Business Development experience in MPF / Pension / Employee Benefit.
• Be mature and self-motivated to work in a fast-paced environment.
• Excellent interpersonal, analytical and problem-solving skills. 
• Candidates with less experience will be considered as Assistant Manager. 

For application / confidential discussion, please contact Keith Kwan on +852 9353-5589 or email: keith.kwan@ipsgroupasia.com.

About the Company:

• A market-leading Insurer focusing on Life Insurance and Employee Benefit

About the Job:

• Prepare and oversee the preparation of accurate and timely financial reports, including HKRBC reports.
• Ensure compliance with HKRBC regulations and reporting requirements.
• Analyze financial risks and assist in developing strategies to mitigate them.
• Liaise with internal and external auditors during audits and ensure timely responses to audit inquiries.
• Identify and implement process improvements for reporting and accounting functions.

Requirement & Qualification:

• University graduate, with HKICPA or equivalent qualification.
• 2+ years of Financial Reporting experience in Life Insurance
• Be mature and self-motivated to work in a fast-paced environment.
• Excellent interpersonal, analytical and problem-solving skills. 
• Big 4 candidates with background in auditing / advisory for life insurance will be considered. 

For application / confidential discussion, please contact Keith Kwan on +852 9353-5589 or email: keith.kwan@ipsgroupasia.com.

About the Company:

• A market-leading Insurer focusing on Life Insurance and Employee Benefit

About the Job:

• Perform Underwriting on Individual Life & Health policies. 
• Participate in underwriting projects of workflow enhancement and guideline revision.
• Handle enquiries from agencies and other internal teams. 
• Provide mentorship and training to junior underwriters. 
• Compile regular reports for management’s reviews. 

Requirement & Qualification:

• University graduate, preferably with FLMI / ICA.
• 5+ years of Underwriting experience in Individual Life.
• Be mature and self-motivated to work in a fast-paced environment.
• Excellent interpersonal, analytical and problem-solving skills. 
• Candidates with less experience will be considered as Senior Officers. 

For application / confidential discussion, please contact Keith Kwan on +852 9353-5589 or email: keith.kwan@ipsgroupasia.com.

About the Company:

• A market-leading Insurer focusing on Life Insurance and Employee Benefit

About the Job:

• Lead a team of Individual Life Underwriting. 
• Perform Underwriting on Individual Life & Health policies, with key focus on Complex / Jumbo cases.
• Manage underwriting projects of automation, system enhancement, guideline revision, etc.
• Participate in projects of product revamp & development and sales & marketing.
• Coordinate and provide regular training and mentorship for the division. 
• Handle enquiries and complaints from in-and-external parties.

Requirement & Qualification:

• University graduate, preferably with FLMI / ICA.
• 8+ years of Underwriting experience in Individual Life.
• Great exposure in technical underwriting and projects.
• Be mature and self-motivated to work in a fast-paced environment.
• Excellent interpersonal, analytical and problem-solving skills. 

For application / confidential discussion, please contact Keith Kwan on +852 9353-5589 or email: keith.kwan@ipsgroupasia.com.

About the Company:

• A market-leading Insurer focusing on Life Insurance and Employee Benefit

About the Job:

• Conduct EDD on high-risk customer onboarding / application requests, including identification and assessment of financial crime risks, reputation risks, and the plausibility and corroboration of the source of wealth.
• Conduct transaction monitoring / investigation and facilitate STR filing.
• Conduct quality checks or assurance reviews of FCC processes.
• Investigate potential fraud, bribery, and corruption cases and conduct health checks proactively.
• Liaise with front office teams and business lines to coordinate assessments and provide final decision recommendations to management regarding whether relationships can be retained / terminated amid changes in risk levels.
• Establish, implement, review, and monitor the internal infrastructure of financial crime compliance to meet regulatory requirements.

Requirement & Qualification:

• University graduate, preferably with ACAMS / AAMLP / CAMLP / CFE.
• 5+ years of FCC experience with solid knowledge in CDD & EDD.
• Be mature and self-motivated to work in a fast-paced environment.
• Excellent interpersonal, analytical and problem-solving skills. 
• Candidates with more experience will be considered as Senior Managers. 

For application / confidential discussion, please contact Keith Kwan on +852 9353-5589 or email: keith.kwan@ipsgroupasia.com.

About the Company:

• A market-leading International Bank

About the Job:

• Design customized wealth management solutions for clients with key focus on investment & insurance products. 
• Conduct regular financial analysis and portfolio reviews to maintain and strengthen client relationships.
• Collaborate with colleagues and internal teams to drive cross-selling initiatives and achieve business objectives.

Requirement & Qualification:

• University graduate, preferably with ECF-RWM.
• 2+ years of Sales experience in Wealth Management solution with key focus on Investment & Insurance products. 
• Be mature and self-motivated to work in a fast-paced environment.
• Excellent interpersonal, analytical and problem-solving skills. 
• Candidates with less experience will be considered as Assistant Relationship Managers / Relationship Officers. 

For application / confidential discussion, please contact Keith Kwan on +852 9353-5589 or email: keith.kwan@ipsgroupasia.com.

About the Company:

• A market-leading Insurer focusing on Life Insurance and Employee Benefit

About the Job:

• Perform Underwriting on Individual Life & Health policies. 
• Participate in underwriting projects of workflow enhancement and guideline revision.
• Handle enquiries from agencies and other internal teams. 
• Provide mentorship and training to junior underwriters. 
• Compile regular reports for management’s reviews. 

Requirement & Qualification:

• University graduate, preferably with FLMI / ICA.
• 5+ years of Underwriting experience in Individual Life.
• Be mature and self-motivated to work in a fast-paced environment.
• Excellent interpersonal, analytical and problem-solving skills. 
• Candidates with less experience will be considered as Senior Officers. 

For application / confidential discussion, please contact Keith Kwan on +852 9353-5589 or email: keith.kwan@ipsgroupasia.com.

About the Company:

• A market-leading Insurer focusing on Life Insurance and Employee Benefit

About the Job:

• Lead a team of Individual Life Underwriting. 
• Perform Underwriting on Individual Life & Health policies, with key focus on Complex / Jumbo cases.
• Manage underwriting projects of automation, system enhancement, guideline revision, etc.
• Participate in projects of product revamp & development and sales & marketing.
• Coordinate and provide regular training and mentorship for the division. 
• Handle enquiries and complaints from in-and-external parties.

Requirement & Qualification:

• University graduate, preferably with FLMI / ICA.
• 8+ years of Underwriting experience in Individual Life.
• Great exposure in technical underwriting and projects.
• Be mature and self-motivated to work in a fast-paced environment.
• Excellent interpersonal, analytical and problem-solving skills. 

For application / confidential discussion, please contact Keith Kwan on +852 9353-5589 or email: keith.kwan@ipsgroupasia.com.