<p><strong><span style="text-decoration: underline;">The Company</span></strong></p><p>My client is a world-leading insurance and financial services provider, is redefining the customer experience in Hong Kong. We are looking for a strategic <strong>Senior Manager / Associate Director of Quality Assurance & Service Excellence</strong> to lead the evolution of our Contact Centre training and quality function.</p><p> </p><p>This is not a "check-the-box" training role. This is an opportunity to <strong>close the loop between QA data, customer voice, and agent behaviour</strong>-driving measurable improvements in tNPS, FCR, and complaint reduction.</p><p> </p><p> </p><p><strong><span style="text-decoration: underline;">The Role</span></strong></p><ol><li><strong> Build & Deliver Training Curriculum</strong></li></ol><ul><li>Create a complete training pathway for omnichannel staff (voice, chat, email, social) with clear proficiency milestones-from new hire to expert.</li><li>Deliver engaging classroom and virtual training sessions. You will be on the floor, training regularly.</li><li>Develop job aids: phrasing guides, objection-handling matrices, escalation pathways.</li></ul><p><strong> </strong></p><ol start="2"><li><strong> Use QA to Make Training Better</strong></li></ol><ul><li>Partner with QA to review soft-skill scorecards and calibration results.</li><li>Translate QA gaps into <strong>targeted training sprints and refreshers</strong>-fixing real performance issues.</li><li>Close the loop: If agents are failing on empathy, you build an empathy module.</li></ul><p><strong> </strong></p><ol start="3"><li><strong> Coach & Mentor Agents & Team Leaders</strong></li></ol><ul><li>Establish a coaching framework for 1:1 and small-group sessions.</li><li>Model best-in-class soft skills in every interaction.</li><li>Train the trainers: Upskill Team Leaders to reinforce learning on the floor.</li></ul><p><strong> </strong></p><ol start="4"><li><strong> Measure What Matters</strong></li></ol><ul><li>Track training participation, certification completion, and post-training assessments.</li><li>Measure behavior change: Are QA soft-skill scores improving? Is complaint rates dropping?</li><li>Report to leadership on training impact to tNPS, FCR, and AHT (balanced with quality).</li></ul><p> </p><p> </p><p><strong><span style="text-decoration: underline;">Your Profile</span></strong></p><ul><li><strong>8+ years</strong>in Customer Service, L&D, or Contact Centre operations</li><li><strong>5+ years designing AND delivering soft-skill training</strong>at scale (classroom + virtual)</li><li>Proven success: You can point to a time your training lifted QA scores or reduced complaints</li><li><strong>Insurance industry experience</strong>strongly preferred (omnichannel contact centre)</li><li>Fluent <strong>Cantonese & English</strong></li><li>Bachelor's degree; L&D or coaching certification is a strong plus</li></ul><p> </p><p> </p><p><strong><span style="text-decoration: underline;">Apply Today </span></strong></p><p>To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.</p><p> </p><p><em> </em></p><p><em>Reference No. 67010-0013410592</em></p><p><em>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.</em></p><img src="https://counter.adcourier.com/S2ltYmVybHkuY2hhbi45NDk3Ni4xMDkxNUByaGloay5hcGxpdHJhay5jb20.gif">
<p><strong><span style="text-decoration: underline;">The Company</span></strong></p><p>Our client is looking for a Head of Finance BP to join the team.</p><p> </p><p><strong><span style="text-decoration: underline;">The Role</span></strong></p><ul><li>In charge of the business planning and manage the sales management process to achieve company's target</li><li>Take ownership of the P&L by working closely with various departments</li><li>Help setting and driving meaningful KPI</li><li>Regular reporting to the management team and participate in actions to improve business unit across all channels</li><li>Perform ad-hoc tasks when required</li></ul><p> </p><p><strong><span style="text-decoration: underline;">Your Profile</span></strong></p><ul><li>Bachelor Degree in Finance or related subject</li><li>CPA qualified, CFA is a plus</li><li>At least 8 years of relevant working experience in finance business partnering</li><li>With Big4 auditing background is preferred</li><li>Entrepreneurial mindset. Proactive, driven, able to cope with changes and multi-task</li><li>Excellent communication, interpersonal and stakeholder management skills</li><li>Languages in English, Cantonese and Mandarin</li></ul><p> </p><p><strong><span style="text-decoration: underline;">Apply Today </span></strong></p><p>To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.</p><p><em>Reference Number: 67010-0013419583 </em></p><p><em>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.</em></p><img src="https://counter.adcourier.com/UmF5bW9uZC5wYW5nLjczNTQ4LjEwOTE1QHJoaWhrLmFwbGl0cmFrLmNvbQ.gif">
<p><strong><span style="text-decoration: underline;">The Company</span></strong></p><p>My client is a prominent and respected financial service in Hong Kong, dedicated to securing the financial futures of our clients. They are committed to operational excellence, prudent financial management, and sustainable growth. As we continue to enhance our financial governance and strategic decision-making, we are seeking a meticulous and analytical Financial Analyst to join our dynamic team.</p><p> </p><p> </p><p><strong><span style="text-decoration: underline;">The Role</span></strong></p><p><strong>Management Expense Analysis & Reporting:</strong></p><ul><li>Perform monthly, quarterly, and annual analysis of management expenses against budget, forecast, and prior periods.</li><li>Prepare detailed management expense reports for department heads and senior leadership, highlighting key drivers, variances, and trends.</li><li>Allocate and apportion expenses accurately to relevant departments, business units, and products in accordance with internal policies.</li><li>Budgeting & Forecasting:</li><li>Lead the annual budgeting and periodic reforecasting processes for all management expenses.</li><li>Work closely with budget holders across various departments (e.g., Operations, IT, Marketing, HR) to develop realistic and challenging expense plans.</li><li>Maintain and improve the financial models used for expense forecasting.</li></ul><p><strong> </strong></p><p><strong>Management Expense Analysis & Reporting:</strong></p><ul><li>Perform monthly, quarterly, and annual analysis of management expenses against budget, forecast, and prior periods.</li><li>Prepare detailed management expense reports for department heads and senior leadership, highlighting key drivers, variances, and trends.</li><li>Allocate and apportion expenses accurately to relevant departments, business units, and products in accordance with internal policies.</li></ul><p> </p><p><strong>Budgeting & Forecasting:</strong></p><ul><li>Lead the annual budgeting and periodic reforecasting processes for all management expenses.</li><li>Work closely with budget holders across various departments (e.g., Operations, IT, Marketing, HR) to develop realistic and challenging expense plans.</li><li>Maintain and improve the financial models used for expense forecasting.</li></ul><p> </p><p> </p><p><strong><span style="text-decoration: underline;">Your Profile</span></strong></p><ul><li>Bachelor's degree in Finance, Accounting, Economics, or a related discipline.</li><li>Qualified or part-qualified Accountant (HKICPA, ACCA, CPA, or equivalent) is highly preferred.</li><li>Minimum of 2-4 years of relevant experience in financial analysis, management accounting, or FP&A, preferably within the insurance, financial services, or a large regulated industry.</li><li>Proven expertise in management expense analysis, budgeting, and forecasting is essential.</li><li>Excellent analytical, problem-solving, and attention-to-detail skills.</li><li>Strong communication and interpersonal skills, with the ability to present financial information clearly to non-finance stakeholders.</li><li><strong>Fluency in English and Cantonese is required; </strong></li><li>Self-motivated, proactive, and able to manage multiple priorities in a fast-paced environment.</li></ul><p> </p><p> </p><p><strong><span style="text-decoration: underline;">Apply Today </span></strong></p><p>To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.</p><p> </p><p> </p><p> </p><p><em>Reference No. 67010-0013419562</em></p><p><em>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.</em></p><img src="https://counter.adcourier.com/S2ltYmVybHkuY2hhbi45Mzc1Mi4xMDkxNUByaGloay5hcGxpdHJhay5jb20.gif">
<p><strong><span style="text-decoration: underline;">The Company</span></strong></p><p> A Leading Insurer</p><p> </p><p><strong><span style="text-decoration: underline;">The Role</span></strong></p><p><span style="text-decoration: underline;">Key Accountabilities</span></p><ul><li><strong>Document Digitization:</strong> Prepare, scan, and upload high volumes of insurance documents (new business applications, medical reports, and claims) into the internal Document Management System (DMS).</li><li><strong>Quality Control:</strong> Perform meticulous "eye-balling" checks to ensure scanned images are legible, complete, and meet company clarity standards.</li><li><strong>Indexing & Categorization:</strong> Accurately tag and categorize digital files with correct policy numbers and document codes to ensure easy retrieval by Underwriting and Claims teams.</li><li><strong>Data Integrity:</strong> Ensure data entry associated with scanned documents is 100% accurate, maintaining the "Source of Truth" for customer records.</li><li><strong>Physical Records Management:</strong> Organize and manage the temporary storage and eventual secure disposal or archiving of physical papers in accordance with data retention policies.</li><li><strong>Workflow Collaboration:</strong> Coordinate with various departments to prioritize urgent scans, ensuring strict Turnaround Times (TAT) are met for customer requests.</li></ul><p> </p><p><strong><span style="text-decoration: underline;">Your Profile</span></strong></p><p><span style="text-decoration: underline;">Requirements</span></p><ul><li>Good communication, Interpersonal and Customer Service skills</li><li>Fluent Chinese, English and Putonghua in written and speaking</li><li>Proficient in PC skills, including Microsoft Word, Excel and PowerPoint</li></ul><p> </p><p><strong><span style="text-decoration: underline;">Apply Today </span></strong></p><p>To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.</p><p><em>Reference Number: 67010-0013420384</em></p><p><em>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.</em></p><img src="https://counter.adcourier.com/QWxleC5MYXcuODU4MDAuMTA5MTVAcmhpaGsuYXBsaXRyYWsuY29t.gif">
<p><strong><span style="text-decoration: underline;">The Company</span></strong></p><p>Our client, a HK Private Equity, is seeking a Senior Manager/Controller, Fund Accounting to lead their fund reporting team in Hong Kong. This is a leadership role requiring a seasoned professional to improve reporting standards, provide strategic advice, and oversee a team of three. The role involves close collaboration with senior management, with a focus on enhancing investor reporting and fund operations.</p><p> </p><p> </p><p><strong><span style="text-decoration: underline;">The Role</span></strong></p><ul><li>Lead and manage the fund reporting team, ensuring accuracy and timeliness of deliverables.</li><li>Prepare capital call and distribution notices, as well as investor capital account statements.</li><li>Collaborate with third-party service providers, including auditors, administrators, and external valuers.</li><li>Improve investor reporting protocols, formats, and internal controls.</li><li>Validate investment valuations prepared by the investment team and ensure compliance with standards.</li><li>Oversee post-investment management and assist with investment execution during the investment life cycle.</li><li>Provide strategic advice to senior management and structure deals effectively.</li><li>Develop and implement business analysis, budgets, and cost strategies.</li><li>Ensure operational controls are in place and function effectively.</li></ul><ul><li>Handle ad-hoc projects as assigned.</li></ul><p> </p><p> </p><p><strong><span style="text-decoration: underline;">Your Profile</span></strong></p><ul><li>Qualified Accountant with a university degree in Accounting, Finance, or a related discipline.</li><li>8-10 years or above work experience, with a combination of Big 4 and private equity fund house experience preferred.</li><li>Strong understanding of private market funds and fund reporting.</li><li>Experience in deal structuring, transaction management, and valuations.</li><li>Proficient in improving reporting standards and internal controls.</li><li>Strong leadership and team management skills.</li></ul><ul><li>Excellent communication skills in both English and Chinese (Mandarin and Cantonese).</li></ul><p> </p><p> </p><p><strong><span style="text-decoration: underline;">Apply Today </span></strong></p><p>To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.</p><p> </p><p><em> </em></p><p><em>Reference No. 67010-0013383547 </em></p><p><em>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.</em></p><img src="https://counter.adcourier.com/S2VsbHkud29uZy45NjkxNi4xMDkxNUByaGloay5hcGxpdHJhay5jb20.gif">
<p><strong>The Company</strong><br />Leading Bank in HK</p><p> </p><p><strong>The Role</strong></p><ul><li>Oversee trade dealing & execution (subscriptions, redemptions, switches), NAV cut off controls, price checks, and exception handling.</li><li>Manage investor registration & static data (account opening/maintenance, documentation, standing instructions, FATCA/CRS classification & reporting).</li><li>Supervise cash & settlements, reconciliations, trailer/commission processing, and outstanding items resolution.</li><li>Ensure accurate reporting & statements (contract notes, confirmations, periodic statements) and timely response to distributor/investor queries.</li><li>Manage a high performing team: hiring, onboarding, mentoring, coaching, and career development</li><li>Act as operational point of contact for fund managers, distributors, custodians, and platform partners.</li><li>Run service reviews, handle complex escalations, and ensure SLA/KPI delivery with transparency and proactive communication.</li><li>Partner with Compliance, Risk, Technology, Product, and Finance to resolve issues and deliver change.</li></ul><p> </p><p><strong>Your Profile</strong></p><ul><li>8-12+ years in Transfer Agency / Investor Services (buy side, administrator, or securities services), with 3-5+ years team leadership.</li><li>Strong knowledge of TA processes (dealing, registration, cash, reconciliations, trailer/commission, reporting) and multi jurisdiction operations.</li><li>Demonstrated experience with AML/KYC for investors/distributors and FATCA/CRS obligations.</li><li>Proven track record managing SLAs/KPIs, resolving escalations, and strengthening control environments.</li><li>Hands on with TA/registrar platforms and workflow tools (any major TA system), and strong Excel/MI skills.</li><li>Excellent stakeholder management, written/oral communication, and decision making under pressure.</li></ul><p><br /><strong>Apply Today</strong><br />To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.</p><p><em>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.</em></p><img src="https://counter.adcourier.com/UmVteWEuRXJheWlsUG9vbmhlbi45MjczNi4xMDkxNUByaGloay5hcGxpdHJhay5jb20.gif">
