About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves more than 38 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 .

Summary

This position is responsibleforbusinessprocessesinareasof Operation support, System implementation, Coordination and enquiry handling, Commission and administration tasks.

The Job

Provide operational support for daily sales activities across insurance, investment, and MPF business lines
Act as coordinator between frontline channels and operation teams of product providers
Handle client application documentation and ensure completeness and accuracy
Process business submissions including risk assessment, AML and CDD checks
Maintain client database, system records, and physical filing in compliance with regulatory requirements and prepare document sample for various internal and external audit
Communicate and coordinate with internal departments and external stakeholders to ensure smooth operations
Support onboarding and offboarding of frontline channels (e.g. advisors)
Handle customer enquiries and provide after-sales support (administrative, renewal, claims, pending cases)
Perform commission and compensation processing, including liaison with product providers on commission release and reconciliation
Perform administrative duties including licensing, regular reporting, and sample checking
Support manager and team on ad-hoc tasks

The Person

HKCEE / HKDSE / Diploma or above
Minimum 3+ years of working experience
At least 2 years of relevant operational experience in insurance brokerage / IFA industry,preferably in handling agency/sales channel compensation of insurance broker
Experience in handling insurance, MPF and SFC business submissions
Experience with system implementation/system migration /system enhancements
Must have IIQE passed in Paper 1 , 2,3 & 5
Good to havepassedtheMPF IntermediariesExamination andhaveTR license of Type1&4(SFC)
Detail-oriented with strong analytical and problem-solving skills
Well-organized with ability to manage multiple tasks with accuracy under pressure
Strong communication and interpersonal skills (internal and external coordination)
Independent and accountable, with good time management
Team player with a service-oriented mindset
Responsible and reliable
Good command of English, Cantonese, and Mandarin (written and spoken)
Knowledge of insurance brokerage / IFA operational processes
Familiarity with insurance, MPF and investment business submission workflows
Understanding of Hong Kong insurance regulatory framework (e.g., AML / CDD requirements)
Proficiency in Microsoft Office (Excel, Word, PowerPoint) and Chinese word processing
Strong data handling, documentation, and record-management skills

We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

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, gender, disability or family status in employment process.

Senior Officer/Officer, Operations, Financial Planning