7 results for Finance Officer Insurance jobs

A Leading life insurer - Insurance Solutions Centre Officer

Hong Kong,
remote
Contract
22000 - 25000 HKD / Monthly
The CompanyA Leading life insurer The RoleCore Responsibilities<ul><li>Perform services for customers and sales channel personnel e.g. agents, brokers, IFA, bank partners at remote Customer Centres </li><li>Execute additional tasks like handling frontline counter enquiries, preparing replies to letters, emails, faxes, quotations, retrieval of documents, preparation works for accounts analysis</li><li>Assist in checking and proceeding New Business application pre-approval acceptance for all new business application submission at remote Customer Centres</li><li>Promoting Company products to new prospects</li><li>Collect and express concerns, feedbacks and suggestions from customers and help to improve overall satisfaction</li><li>Provide initiatives towards improving existing operating practices (drafting procedures and processes)</li><li>Express concerns and suggestions regarding employee satisfaction and help to improve overall satisfaction within the team</li><li>Responsible for the timely and correct follow up on complaints and requests from customers</li><li>Be proactive and alert of the correct use of the software and hardware in use with the team</li><li>File all related documents properly</li><li>Comply with all company guidelines</li></ul> Your ProfileQualifications & ExperienceProfessional Background<ul><li>University degree holder</li><li>Proficient in Cantonese, English and Mandarin</li><li>Depends on position. Between 1-5 years work experience in financial institutions, preferably with experience in Bank or Customer Service area</li><li>Excellent Customer Service and Telephone manners</li><li>Excellent communication skills and problem-solving abilities</li><li>Good organizing and planning skills</li><li>Industry-wide recognized certificate(s) of insurance studies</li><li>IIQE papers 1, 3 & 5</li></ul> Apply Today To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.Reference Number: 67010-0013460680By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: <a href="https://www.roberthalf.com/hk/en/privacy">https://www.roberthalf.com/hk/en/privacy</a>. Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.<img src="https://counter.adcourier.com/QWxleC5MYXcuMTY2MTEuMTA5MTVAcmhpaGsuYXBsaXRyYWsuY29t.gif">
2026-07-07T04:12:33Z

Technical Project Manager - (Scrum Master/Insurance)

Central and Western District, Central and Western District
remote
Contract
45000 - 60000 HKD / Monthly
The Company Our client is a well-established insurance company with a strong market presence, committed to delivering reliable and customer-focused insurance solutions.The Role <ul><li>Lead the delivery of digital products, platforms, and transformation initiatives from requirements gathering through implementation and post-production support, ensuring delivery within scope, timeline, and quality expectations.</li><li>Define delivery approaches, manage project plans, milestones, dependencies, and change requests, while maintaining effective governance and project documentation.</li><li>Act as the key liaison between business stakeholders, UI/UX teams, IT, and external vendors to drive alignment, communication, and project execution.</li><li>Oversee SIT, UAT, release readiness, and launch activities, ensuring issues are tracked, prioritized, and resolved in a timely manner.</li><li>Prepare management reports, maintain project dashboards and delivery artefacts, and support operational readiness, training coordination, and onboarding activities.</li></ul>Your Profile<ul><li>5+ years of technology delivery and digital project management experience within insurance or financial services.</li><li>Strong understanding of the end-to-end project delivery lifecycle, from requirements through implementation and support.</li><li>Hands-on experience with Agile/hybrid methodologies and tools such as Jira and Confluence.</li><li>Proven stakeholder management skills, working closely with business users, IT teams, vendors, and governance bodies.</li><li>Strong ownership mindset with solid problem-solving skills; PMP and Scrum certifications are highly preferred.</li></ul> Apply Today To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: <a href="https://www.roberthalf.com/hk/en/privacy">https://www.roberthalf.com/hk/en/privacy</a>. Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.<img src="https://counter.adcourier.com/U29leS5Iby40Mjk1MS4xMDkxNUByaGloay5hcGxpdHJhay5jb20.gif">
2026-06-30T08:24:02Z

EDD Officer - Contract

Hong Kong,
remote
Contract
22000 - 35000 HKD / Monthly
The CompanyOur client is a leading financial services firm within the insurance/banking sector, known for its strong market presence and ongoing investment in digital and system transformation initiatives, and is looking for EDD Officer to join a dynamic team. This role will focus on client onboarding and enhanced due diligence (EDD) within the line of defense, ensuring compliance with AML/KYC regulatory requirements. The Role<ul><li>Perform client onboarding and conduct Enhanced Due Diligence (EDD) for new and existing clients</li><li>Review KYC documentation and ensure completeness in line with internal policies and regulatory standards</li><li>Conduct risk assessments, including source of wealth/funds checks and adverse media screening</li><li>Identify and escalate potential AML/CFT risks</li><li>Support line of defense activities, working closely with Compliance and business teams</li><li>Ensure accurate documentation and proper audit trail for all onboarding cases</li></ul> Your Profile<ul><li>Minimum 2 years of AML/KYC/EDD experience within banking or insurance</li><li>Strong understanding of AML/CFT regulations and client onboarding processes</li><li>Hands-on experience in EDD reviews and high-risk client assessments</li><li>Detail-oriented with strong analytical skills</li><li>Able to work independently and meet tight deadlines</li><li>Good communication skills in English; Chinese</li></ul> Apply Today To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted. Reference Number: 67010-0013459919 By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: <a href="https://www.roberthalf.com/hk/en/privacy">https://www.roberthalf.com/hk/en/privacy</a>. Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.<img src="https://counter.adcourier.com/TmljaG9sYXMueWV1bmcuNTE5NDAuMTA5MTVAcmhpaGsuYXBsaXRyYWsuY29t.gif">
2026-06-24T10:14:44Z

Customer Service Officer - Contract

Hong Kong,
remote
Contract
20000 - 25000 HKD / Monthly
The CompanyOur client is a leading international wealth management organization with a strong global presence, dedicated to delivering exceptional financial solutions and client services. They are seeking a customer-focused and detail-oriented Customer Service Officer to join their team and provide excellent support to clients throughout their service journey. The Role<ul><li>Handle inbound and outbound calls, emails, and customer enquiries in a professional and timely manner.</li><li>Respond to customer enquiries and service requests accurately, ensuring a high level of customer satisfaction.</li><li>Manage customer complaints effectively, ensuring timely resolution and a positive customer experience.</li><li>Review and process customer service requests accurately and within established service standards</li><li>Liaise with customers and external service providers to obtain required information and facilitate request resolution.</li><li>Coordinate with repair centres, logistics partners, and other service providers to ensure smooth end-to-end service delivery.</li></ul> Your Profile<ul><li>Diploma or above in Business Administration, Customer Service, Communications, or related disciplines.</li><li>1-3 years of customer service, contact center, or operations experience.</li><li>Experience in financial services, wealth management, insurance, or banking is an advantage.</li><li>Strong communication and interpersonal skills.</li><li>Customer-oriented with excellent problem-solving abilities.</li><li>Good command of spoken and written English and Chinese (Cantonese and Mandarin).</li></ul> Apply Today To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted. Reference Number: 67010-0013481603By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: <a href="https://www.roberthalf.com/hk/en/privacy">https://www.roberthalf.com/hk/en/privacy</a>. Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.<img src="https://counter.adcourier.com/TmljaG9sYXMueWV1bmcuMDY5NDkuMTA5MTVAcmhpaGsuYXBsaXRyYWsuY29t.gif">
2026-08-11T03:00:13Z

Asia Marketing Manager/ Senior Manager - up to 75k

Hong Kong,
remote
Permanent
65000 - 75000 HKD / Monthly
The CompanyOur client is a prestigious, top-tier global investment management firm with a newly expanded platform following a recent strategic acquisition. They are renowned for their strong investment culture, prioritizing partnership, transparency, and client-centric decision-making. This is an exciting time to join as they integrate two powerhouse firms into a unified global leader. The Role <ul><li>Strategic Planning:Develop and execute strategic marketing plans tailored to the Asia institutional and intermediary channels, including institutional investors, private banks, insurance companies, wealth managers, and financial advisors.</li><li>Campaign Management:Lead integrated marketing campaigns and events (both physical and digital) to promote the firm's brand and investment capabilities within the region.</li><li>Content & Collateral:Oversee the local funds literature hierarchy and the development of thought leadership and product materials. Collaborate with internal subject matter experts and external writers to ensure timely delivery.</li><li>Awards & Recognition:Manage industry award submissions to promote the firm's asset class capabilities and products.</li><li>Localization:Support Chinese language translations and materials required for successful local market execution.</li><li>Performance Measurement:Track, measure, and report on the effectiveness of all marketing activities, using data-driven insights to inform future strategy.</li><li>Stakeholder Collaboration:Work closely with global, regional, and local stakeholders, ensuring seamless execution of global projects.</li></ul> Your Profile <ul><li>Experience:5-7 years of solid experience in asset management or related financial marketing, specifically covering the Asian region.</li><li>Industry Knowledge:Strong understanding of the asset management industry, portfolio management concepts, and products across different asset classes.</li><li>Channel Expertise:Proven experience working with the Hong Kong and Singapore markets, with a strong awareness of local regulatory requirements.</li><li>Marketing Skills:Demonstrable ability to implement multi-channel marketing strategies, including advertising, events, and content development.</li><li>Project Management:Excellent organizational and problem-solving skills with the ability to manage multiple projects simultaneously and meet tight deadlines.</li><li>Communication:Excellent oral and written communication skills in both English and Chinese (Proficiency in Mandarin and Simplified Chinese is a distinct advantage).</li><li>Soft Skills:A collaborative team player who is highly efficient, creative, and capable of working independently. Must be detail-oriented and able to work under pressure.</li></ul> Apply Today To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted. Reference Number: 67010-0013470980By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: <a href="https://www.roberthalf.com/hk/en/privacy">https://www.roberthalf.com/hk/en/privacy</a>. Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.<img src="https://counter.adcourier.com/S2ltYmVybHkuY2hhbi4xNjk1Mi4xMDkxNUByaGloay5hcGxpdHJhay5jb20.gif">
2026-07-15T08:55:49Z

Regional Director of M&A / Investment (HKD1.5-2m)

Hong Kong,
remote
Permanent
1500000 - 2200000 HKD / Yearly
The CompanyA global MNC is looking for a high-caliber Director of M&A/Investment to help drive the Asia Pacific/Greater China business expansions. The Role<ul><li>Lead the identification, assessment and execution of M&A transactions, strategic investments, divestitures, joint ventures and partnership opportunities across APAC.</li><li>Drive corporate development initiatives with a strong focus on Greater China and broader North Asia markets.</li><li>Develop and maintain a robust pipeline of investment and acquisition opportunities aligned with strategic business objectives.</li><li>Evaluate market trends, competitive dynamics and emerging opportunities across the media, entertainment, gaming, technology and digital content sectors.</li><li>Build detailed financial models, valuation analyses and investment cases to support decision making.</li><li>Lead commercial, financial and strategic due diligence processes.</li><li>Structure, negotiate and execute transactions in collaboration with internal stakeholders and external advisors.</li><li>Prepare investment committee materials, board presentations and executive-level recommendations.</li><li>Manage relationships with founders, entrepreneurs, investment banks, private equity firms, venture capital investors and industry participants.</li><li>Partner with business leaders to support post-transaction integration and value creation initiatives.</li><li>Monitor portfolio investments and strategic partnerships where applicable.</li></ul> Your Profile <ul><li>Approximately 8-15 years of relevant experience gained from:</li><li>Investment Banking M&A (TMT, Media, Entertainment or Gaming coverage);</li><li>Private Equity, Growth Equity or Principal Investment platforms;</li><li>Corporate/Business Development, Strategic Investments or Corporate Finance functions within relevant industries</li><li>Demonstrated transaction experience across acquisitions, minority investments, strategic partnerships and joint ventures.</li><li>Strong understanding of the China market, including industry landscape, key participants and regulatory considerations.</li><li>Prior APAC regional exposure is strongly preferred</li><li>Excellent commercial judgment, negotiation and stakeholder management skills</li></ul> Apply Today To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted. Reference no.: 67010-0013480759 By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: <a href="https://www.roberthalf.com/hk/en/privacy">https://www.roberthalf.com/hk/en/privacy</a>. Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.<img src="https://counter.adcourier.com/bWFyY28udGFtLjE3MTUwLjEwOTE1QHJoaWhrLmFwbGl0cmFrLmNvbQ.gif">
2026-08-03T01:32:12Z

Assistant Relationship Manager (Family Office)

Hong Kong,
remote
Permanent
40000 - 70000 HKD / Monthly
The RoleClient Relationship Management: Support the COO and Head of Business Development in managing client relationships by responding to inquiries, preparing client documentation, and coordinating meetings and follow-ups.UHNW Client Coverage: Assist Investment Representatives in servicing Ultra-High-Net-Worth (UHNW) clients, helping to build and maintain long-term, high-quality, and tailored client relationships.Trade Execution & Lifecycle Management: Manage the full trade lifecycle, including pre-trade suitability and eligibility checks, risk disclosure delivery, trade booking, and settlement, ensuring accuracy and compliance with internal policies and regulatory requirements.Account Onboarding & Management: Facilitate the onboarding of new clients by preparing account opening documentation, conducting document verification, and ensuring compliance with applicable regulatory standards and KYC requirements.Reporting & Analysis: Prepare client portfolio reports, investment summaries, presentations, and management reports to support client servicing and business activities.Compliance & Risk Management: Ensure all activities are conducted in accordance with internal policies, operational procedures, and relevant regulatory requirements, while proactively identifying and escalating potential risks.Cross-Functional Coordination: Act as a key liaison between clients, investment representatives, operations, compliance, and other internal stakeholders to ensure seamless communication and efficient service delivery.Operational Support: Provide administrative and operational support to the investment and relationship management teams, contributing to the overall efficiency and effectiveness of client service operations. Your Profile<ul><li>Bachelor's degree in finance, business administration, or a related field (preferred).</li><li>5-10 years experience in private banking or wealth management is an advantage.</li><li>Strong organizational skills with the ability to multitask and prioritize e</li><li>Excellent communication skills in Mandarin and English</li><li>High attention to detail and accuracy in handling sensitive information.</li><li>Knowledge of financial products and services is a plus.</li></ul> Apply Today To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted. Reference No. 67010-0013453117By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: <a href="https://www.roberthalf.com/hk/en/privacy">https://www.roberthalf.com/hk/en/privacy</a>. Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.<img src="https://counter.adcourier.com/RGVyZWsuTmdhaS43OTQ4Ny4xMDkxNUByaGloay5hcGxpdHJhay5jb20.gif">
2026-06-29T05:37:52Z