About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 34 million customers across 10 markets, including BRI Life in Indonesia. FWD's customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828.

For more information, please visit

For more information about FWD Hong Kong, please visit.

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 licensebrokerfirm. 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

Support the Business Development Team in assisting sales channels for investment brokerage operations under SFC licensing.
Conduct due diligence and onboarding for investment funds maintain the company's approved investment list.
Prepare and distribute monthly fund rankings to all SFC-licensed consultants.
Act as the primary liaison for front-line channels, including Life Agent Advisors and In-house Advisors.
Manage the SFC licensing application process for Life Agents and In-house Advisors.
Organize and track CPT hours for SFC-licensed representatives.
Monitor timely submission of Annual Returns via individual SFC portals.
Drive sales growth and support achievement of sales targets.
Provide business and administrative support to front-line SFC-licensed representatives.
Coordinate ad hoc cross-team projects as required.

The Person

Higher Diploma or above in a relevant discipline
At least 1-2 years of relevant working experience is required.
Positive attitude and detail-oriented.
Proficient in Microsoft Word, Excel, and PowerPoint.
Basic proficiency in English and Chinese writing.
SFC and IA license are an advantage.
Immediate availability is preferred.
Candidate with less experience will be considered as Officer.

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, sex, disability or family status in employment process.

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