10 results for Office Manager Financial Services jobs

Manager/Sr Manager, Data Management (Finance Services I Perm)

Hong Kong,
remote
Permanent
50000 - 68000 HKD / Monthly
The CompanyGlobal and reputable bank. The Role<ul><li>Lead and deliver data management initiatives supporting risk and regulatory reporting (e.g. capital, liquidity, risk analytics).</li><li>Ensure data accuracy, completeness, and lineage in compliance with HKMA policies, guidelines, and regulatory expectations.</li><li>Act as a key interface between Risk, Finance, Compliance, and Technology teams on data-related matters.</li><li>Drive process automation and reporting efficiency using tools such as Power BI and Alteryx.</li><li>Support regulatory examinations, internal audits, and ad‑hoc data requests from regulators.</li><li>Establish and enhance data governance frameworks, controls, and documentation.</li><li>Identify data issues, perform root cause analysis, and implement sustainable remediation solutions.</li></ul> Your Profile<ul><li>5+ years of experience in data management, regulatory reporting, risk, or related functions within banking or financial services.</li><li>Solid understanding of HKMA regulations, policies, and reporting standards.</li><li>Hands-on experience with Power BI and Alteryx for data analysis, reporting, and automation.</li><li>Strong knowledge of data quality management, data controls, and governance practices.</li><li>Proven ability to work with large datasets across multiple systems.</li><li>Strong stakeholder management and communication skills.</li><li>Bachelor's degree in Finance, Risk Management, Information Systems, or a related discipline.</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. 67010-0013377599By 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/VmljdG9yaWEuVHNhbmcuODk5NjUuMTA5MTVAcmhpaGsuYXBsaXRyYWsuY29t.gif">
2026-02-04T03:26:08Z

Top Tier PE - Executive Assistant up to 30k

Hong Kong,
remote
Contract
25000 - 30000 HKD / Monthly
The CompanyOur client is a leading financial institution and they are seeking for Office Manager/Executive Assistant to join their team. The Role<ul><li>Administrative Support:</li><ul><li>Provide high-level administrative support to executives.</li><li>Manage calendars, schedule meetings, and coordinate travel arrangements.</li><li>Prepare and draft correspondence, reports, and presentations.</li></ul><li>Office Management:</li><ul><li>Oversee daily office operations and ensure a professional work environment.</li><li>Manage office supplies inventory and order supplies as needed.</li><li>Coordinate with vendors for office maintenance and services.</li></ul><li>Communication:</li><ul><li>Serve as the primary point of contact for internal and external stakeholders.</li><li>Assist in the preparation and dissemination of company communications.</li></ul><li>Project Coordination:</li><ul><li>Support special projects and initiatives as directed by management.</li><li>Organize and facilitate company events and meetings.</li></ul><li>Financial Administration:</li><ul><li>Assist with budget tracking and expense reporting.</li><li>Process invoices and manage office-related financial documentation.</li></ul></ul> Your Profile<ul><li>Education: Bachelor's degree or equivalent experience preferred.</li><li>Experience: 3+ years of experience in an administrative or office management role.</li><li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).</li><li>Excellent organizational and time-management skills.</li><li>Strong written and verbal communication abilities.</li><li>Ability to handle confidential information with discretion.</li><li>Detail-oriented and capable of multitasking effectively.</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. 67010-0013373687 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/QWxleC5MYXcuMjAwNDMuMTA5MTVAcmhpaGsuYXBsaXRyYWsuY29t.gif">
2026-01-29T02:33:06Z

Project Manager (Fund Services & Investment Operations)

Kowloon City, Kowloon City District
remote
Contract
75000 - 100000 HKD / Monthly
The Company We are seeking an experienced Project Manager with a deep understanding of middle office investment operations and fund administration to support a large-scale fund service migration program for a Global Bank. You will be responsible for working with cross-functional teams to define and implement a new target operating model. The Role<ul><li>Define and validate requirements for the new target operating model against current processes, to ensure service levels are maintained, through stakeholder workshops and decision checkpoints.</li><li>Translate complex accounting and operational requirements into actionable plans and communicate these effectively across business and technical teams.</li><li>Lead the business integration workstream with a focus on fund accounting and money movement, ensuring minimal disruption to clients and service continuity.</li><li>Oversee and coordinate activities specific to client accounting operations, including: unit pricing, multicurrency, investment order placement and settlement, fee processing, bank account operations (money-in/money-out), and scheme-level accounting.</li><li>Act as a key liaison between the global bank and the service provider, ensuring timely delivery of agreed milestones.</li><li>Collaborate across multiple teams such as operations, fund accounting, custody, treasury, transfer agency, technology, finance, legal, and compliance teams to ensure alignment on business priorities and risk mitigation.</li><li>Develop and manage detailed project plans, RAID logs, and reporting dashboards.</li><li>Proactively identify and escalate risks, issues, or delays, and drive resolution through appropriate governance channels.</li></ul> Your Profile<ul><li>Proven experience (10+ years) in project management with hands-on knowledge of fund services and investment operations (ideally mutual funds as primary asset class).</li><li>Deep understanding of end-to-end client accounting processes including fund unit pricing, investment order execution, multi-currency transactions, and scheme accounting.</li><li>Product experience defining target operating model for investment operations processes.</li><li>Excellent stakeholder engagement skills with the ability to work cross-functionally.</li><li>Strong organizational and communication skills, with the ability to translate business priorities into clear deliverables and timelines.</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/Q2FsdmluLktlYW4uMjI0MzUuMTA5MTVAcmhpaGsuYXBsaXRyYWsuY29t.gif">
2026-01-05T06:45:47Z

A leading FI - Senior Tax Manager (up to 80k)

Hong Kong,
remote
Permanent
60000 - 80000 HKD / Monthly
The CompanyOur client is a leading FI, and they are seeking for an experienced tax manager to join the team. The RoleTax Compliance & Controversy:<ul><li>Monitor tax compliance status across various business units.</li><li>Review significant tax positions and uncertain tax treatments from business units.</li><li>Track legislative developments impacting group tax positions.</li><li>Support during tax audits, inquiries, and controversy matters.</li></ul> Tax Reporting & Budgeting: <ul><li>Lead group tax reporting for public cycles; manage interactions with external auditors.</li><li>Review tax reporting and budgeting submissions for IFRS compliance and quality.</li><li>Provide technical support for tax accounting matters.</li><li>Assess tax implications from changes in accounting standards.</li></ul> BEPS 2.0 & International Tax Implementation:<ul><li>Support implementation of BEPS 2.0 (Global Minimum Tax).</li><li>Assist business units in domestic minimum tax compliance.</li><li>Monitor global tax transparency trends for compliance readiness.</li><li>Aid in developing tax governance frameworks and transparency requirements.</li></ul> Tax Implications of Group Recharge Model Transformation:<ul><li>Analyze tax implications of group recharges (income tax, VAT, withholding tax, transfer pricing).</li><li>Clarify local documentation requirements for tax deductibility.</li><li>Determine allocation keys and recharge bases, balancing tax efficiency and compliance risks.</li><li>Develop and implement group-wide frameworks and process manuals.</li></ul> Tax Governance, Controls & Technology:<ul><li>Support implementation of standard governance and control processes (e.g., RACI, minimum standards).</li><li>Assist in formulating tax policies, standards, and procedures.</li><li>Drive simplification, automation, and enhancement of tax processes and tools.</li></ul> Corporate Transactions & Tax Planning:<ul><li>Conduct tax analysis for M&A, distribution partnerships, investment, and entity reorganizations.</li><li>Maintain relationships with regional tax industry groups; represent the organization as needed.</li><li>Identify and support tax planning and optimization opportunities.</li></ul> Your Profile <ul><li>Bachelor's degree in Finance, Business Administration, Economics, or a related field.</li><li>1-3 years of experience in investment operations, pension funds, or financial services.</li><li>Strong analytical and problem-solving skills, with attention to detail.</li><li>Proficient in Microsoft Office Suite, especially Excel; experience with investment management software is a plus.</li><li>Excellent communication skills, both verbal and written.</li><li>Ability to work collaboratively in a team-oriented environment.</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.67010-0013378791By 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/QWxleC5MYXcuMDk0NDUuMTA5MTVAcmhpaGsuYXBsaXRyYWsuY29t.gif">
2026-02-05T09:19:41Z

Senior Manager, Distribution Compliance

Hong Kong,
remote
Permanent
75000 - 85000 HKD / Monthly
The CompanyWe are seeking an experienced Senior Manager, Distribution Compliance for a leading life insurance company in Hong Kong. This role will be responsible for ensuring regulatory compliance across all distribution channels, with a focus on the Insurance Authority (IA) requirements, AML regulations, and other relevant financial services regulations. The RoleRegulatory Compliance & Advisory:<ul><li>Interpret and implement IA regulations, guidelines, and circulars</li><li>Provide timely and practical compliance advice to all distribution channels (agency, bancassurance, broker, digital)</li><li>Monitor regulatory developments and assess impact on distribution practices</li></ul> Policy & Procedure Development:<ul><li>Develop and maintain compliance policies, procedures, and controls tailored to different distribution channels</li><li>Implement robust compliance monitoring programs for distribution activities</li><li>Review marketing materials, sales illustrations, and customer communications for compliance</li><li>Ensure all distribution channels (including individual agents, insurance agencies and brokers) are kept abreast of updated regulatory requirements and provide compliance related training to all distribution channels.</li></ul> Monitoring & Surveillance:<ul><li>Conduct regular compliance reviews, thematic audits, and ad-hoc checks of distribution channels</li><li>Monitor sales practices, incentive schemes, and customer complaints for compliance risks</li><li>Implement and manage surveillance systems for detecting and addressing compliance breaches</li></ul> Reporting & Liaison:<ul><li>Prepare accurate regulatory reports and submissions to the IA</li><li>Act as primary compliance contact for regulatory inquiries related to distribution</li><li>Report to senior management, Risk Committee, and board on compliance matters, trends, and issues</li><li></li></ul> Your Profile<ul><li>Degree holder, preferably in the disciplines of Business / Accounting / Law.</li><li>Minimum of 10 years' experience in handling compliance matters.</li><li>Solid compliance knowledge on distribution compliance.</li><li>Responsible, proactive with attention to details and be able to work independently.</li><li>Able to provide constructive compliance advice.</li><li>Ability to work under pressure.</li><li>Strong interpersonal skills and good communication skills to communicate with agents/distributors and regulators in both English and Chinese.</li><li>Good command of written and spoken English and 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: 67010-0013347780By 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/S2ltYmVybHkuY2hhbi40NTk5OS4xMDkxNUByaGloay5hcGxpdHJhay5jb20.gif">
2026-01-08T06:44:42Z

Finance Manager

Hong Kong,
remote
Permanent
40000 - 50000 HKD / Monthly
The CompanyOur client, a global manufacturing group with operations spanning multiple regions, is seeking a high-performing Finance Manager to join their finance team to support their daily operation and ongoing projects. The Role<ul><li>Oversee day-to-day finance operations including accounting, reporting, accounts payable/receivable, and general ledger management.</li><li>Lead, coach, and develop the SSC finance team to ensure high performance and service excellence.</li><li>Manage month-end and year-end closing processes in compliance with internal and external reporting requirements.</li><li>Partner with cross-functional teams to streamline workflows, strengthen controls, and improve operational efficiency.</li></ul> Your Profile<ul><li>Bachelor's degree in Accounting, Finance, or related field; CPA or equivalent certification preferred.</li><li>Solid work experience in supervisory position, with an experience in a multinational manufacturing environment is a plus</li><li>Experience in using Accpac is a plus</li><li>Fluent in English, Mandarin and Cantonese</li><li>Immediately available is 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. Reference No. 67010-0013374561By 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/QW5hc3Rhc2lhLkNoYW4uNTk2MDEuMTA5MTVAcmhpaGsuYXBsaXRyYWsuY29t.gif">
2026-02-02T03:28:30Z

Equity Trade Support Assistant Manager (up to 70K)

Central, Central and Western District
remote
Permanent
50000 - 70000 HKD / Monthly
The CompanyMy client is a leading global institutional trading and investment platform that connects financial institutions with deep, high‑quality liquidity across global markets. It provides advanced electronic execution solutions designed for large, complex trade sizes while minimizing market impact. With a long‑established global network spanning multiple continents, the firm supports equity, fixed‑income, and multi‑asset trading through innovative technology, analytics, and an agency‑only model that prioritizes transparency and efficiency. Now part of a major global financial group, it continues to enhance institutional execution through data‑driven insights, advanced algorithms, and access to broad, natural liquidity pools. The RoleTrade processing and settlement: Ensure all client trades are processed accurately and submitted promptly to custodians, providing day‑to‑day operational support to internal stakeholders.Pre-matching with counterparties: Conduct pre-matching with market and client counterparties to minimize settlement breaks and facilitate timely trade completion.Commission management and reconciliation: Handle monthly commission claims and perform reconciliations across multiple markets, ensuring accuracy and timely resolution of discrepancies.Trade allocation and confirmation: Manage trade collection, allocation, confirmation issuance, and uploads to clearing banks, ensuring seamless internal trade processing.Client onboarding and static data management: Oversee the full onboarding lifecycle and maintain accurate client static data, ensuring smooth setup and adherence to internal controls.Issue resolution and stakeholder coordination: Identify workflow bottlenecks, coordinate with internal/external teams, communicate resolutions to clients, and escalate issues when required.Regulatory and tax reporting: Prepare and complete daily and monthly regulatory, tax, and exchange reporting, ensuring compliance across all jurisdictions.Analytics and reporting: Create and maintain operational statistics for members, including trade allocations, pre-match rates, fail rates, and other key metrics.Process improvement and system enhancements: Propose new procedures, participate in system enhancement initiatives, and drive productivity improvements and STP (straight‑through processing).Project ownership (UAT & enhancements): Take responsibility for assigned projects, including UAT, system development, workflow upgrades, and departmental initiatives.Reconciliations oversight: Ensure timely completion of daily, weekly, and monthly reconciliations to support accurate reporting for senior management.CSA (Commission Sharing Agreements) management: Coordinate CSA requests, working closely with internal teams and client stakeholders to ensure proper setup and processing. Your Profile<ul><li>10+ years of experience in trade support or trade operations</li><li>Knowledge of Cash Equities is preferred</li><li>Familiarity with sell-side and/or buy-side trading floor environments and support functions</li><li>Hands-on experience with middle- and/or back-office processing systems</li><li>Understanding of APAC settlement life cycles</li><li>Strong verbal and written communication skills</li><li>Quick learner with strong enthusiasm and adaptability</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. 67010-0013374556By 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/QW5keS5jaG93LjM4NzA0LjEwOTE1QHJoaWhrLmFwbGl0cmFrLmNvbQ.gif">
2026-01-30T07:34:35Z

Senior IT Operation Manager

Eastern District, Eastern District
remote
Contract
75000 - 80000 HKD / Monthly
The Company We are seeking an experienced IT operation Manager for one of our clients to ensure daily IT operation. The Role<ul><li>Oversee IT Operation Management in all aspects including Business Continuity Planning, Disaster Recovery design/drill/planning, Capacity Planning, Release Management, Service Request workflow/development, Cost optimization, Budget, IT standard/guidelines, etc.</li><li>Lead a team of professionals to perform the team's deliverables.</li><li>Liaise with other IT teams and business departments to facilitate the smooth run of IT Operations.</li><li>Review operating costs, develop control plan and identify cost reduction opportunities.</li><li>Regular track cloud bases operation cost and develop reports.</li><li>Review and liaise with teams to conduct BCP plan for IT department.</li><li>Planning, scheduling, deploying, and controlling IT enterprise software releases to ensure the success of the new applications rollout and/or software upgrades requested by the business while maintaining the integrity of the existing production environment.</li><li>Lead the IT Disaster Recovery drill activities, fulfill regulatory requirements, provide reports and work with business continuity department.</li><li>Lead the capacity planning exercise for budget, business demands and right sizing of IT infrastructure.</li><li>Drive process improvements, automation, standardization, and documentation for all IT operation management areas.</li><li>Act as a contact point for all IT Operation Management affairs.</li><li>Oversee service request form design, development and implementation under the IT service management platform.</li><li>Review and track the service request operation, identify any gap in the entire request process, fix and mitigate any identified issue.</li></ul> Your Profile<ul><li>Bachelor's degree in Computer Science, Information Technology, or related disciplines.</li><li>At least 10 years working experience in IT Operation Management in financial or banking industry with at least 5 years team management experience.</li><li>Experience in coordination work with application developers, IT production support and business department is a must.</li><li>Experience in handling budget, cost control and financial figures for IT infrastructure is a must.</li><li>Experience in evaluating IT cloud infrastructure cost is a plus.</li><li>Experience in implementing IT Service Management process for a sizable organization with experience in Capacity Planning, Service Request, Release and automation tools is a plus.</li><li>Strong in coordination and communication skills with all parties at all levels within an organization.</li><li>Need to provide support during non-office hours but not very frequent.</li><li>A strong problem solver who is able to take initiatives in problem solving.</li><li>Excellent written and verbal communication skills in English with the ability to effectively tailor communication of technical issues to various audiences.</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/RHlsYW4uTGF1LjI4NDYxLjEwOTE1QHJoaWhrLmFwbGl0cmFrLmNvbQ.gif">
2026-01-05T03:43:12Z

Senior Data Scientist (Hedge fund I Perm)

Central and Western District, Central and Western District
remote
Permanent
50000 - 90000 HKD / Monthly
The CompanyLeading hedge fund. The Role<ul><li>Develop and implement predictive models and machine learning algorithms to support trading strategies and portfolio optimization.</li><li>Analyze large, complex datasets from multiple sources to extract actionable insights.</li><li>Collaborate with portfolio managers, quantitative analysts, and engineers to design data-driven solutions.</li><li>Build and maintain robust data pipelines and ensure data integrity for research and production environments.</li><li>Conduct rigorous backtesting and performance evaluation of models and strategies.</li></ul> Your Profile<ul><li>Education: Master's or Ph.D. in Computer Science, Statistics, Mathematics, Engineering, or a related quantitative field.</li><li>Experience: 5-7 years of experience in data science, preferably within financial services, hedge funds, trading environments, or investment banking.</li><li>Technical Skills:</li><li>Proficiency in Python, R, or similar programming languages.</li><li>Strong knowledge of machine learning frameworks (e.g., TensorFlow, PyTorch, Scikit-learn).</li><li>Experience with SQL and big data technologies (e.g., Spark, Hadoop).</li><li>Familiarity with cloud platforms (AWS, Azure, or GCP) is a plus.</li><li>Domain Knowledge: Understanding of financial markets, trading strategies, and risk management concepts.</li><li>Communication: Native-level English proficiency is mandatory.</li><li>Strong problem-solving skills and ability to work under pressure in a dynamic environment.</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. 67010-0013359058 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/VmljdG9yaWEuVHNhbmcuNzE3ODkuMTA5MTVAcmhpaGsuYXBsaXRyYWsuY29t.gif">
2026-01-06T03:52:08Z

Policy Case Management Officer - Contract

Central and Western District, Central and Western District
remote
Contract
25000 - 30000 HKD / Monthly
The CompanyOur client is seeking a detail-oriented and proactive Case Management Specialist to join their dynamic life insurance team. In this role, you will be responsible for facilitating smooth, efficient, and compliant processing of case submissions, serving as a critical link between the sales platform and underwriting team. The Role<ul><li>Ensure timely and accurate processing of all case submissions, check submitted documents for completeness and accuracy.</li><li>Reviewing and monitoring pending cases acts as the primary contact between sales teams and underwriters.</li><li>Communicate and explain underwriting requirements and decisions to Relationship Managers and Distribution partners.</li><li>Liaise with key stakeholders, including Operations, Compliance & Legal, and Finance, regarding underwriting and policy issuance.</li><li>Verify that all cases have undergone compliance screening (as required) prior to policy issuance.</li><li>Resolve issues, handle exceptions, and respond to requests from various departments.</li><li>Assist in addressing policy contract issues promptly and efficiently.</li><li>Ensure Standard Operating Procedures related to case management are current and followed.</li></ul> Your Profile<ul><li>University degree or equivalent in Insurance, Banking, or a related discipline.</li><li>Minimum 5 years' experience in case management or sales support within the life insurance sector.</li><li>IIQE licenses 1, 3, 5 and/or FLMI qualification (or working towards) highly preferred; other relevant insurance licenses considered.</li><li>Strong business acumen, risk awareness, sales quality, and compliance orientation.</li><li>Excellent interpersonal, problem-solving, and teamwork skills.</li><li>Proficient in written and spoken English, Cantonese, and Mandarin.</li><li>Skill in PowerPoint, Excel, MS Office, and Outlook.</li><li>Candidates with more experience may be considered for Manager, Distribution Services and Support.</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: 67010-0013377594By 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/TmljaG9sYXMueWV1bmcuNjcyOTMuMTA5MTVAcmhpaGsuYXBsaXRyYWsuY29t.gif">
2026-02-04T04:41:37Z