Senior Officer/Officer, Operations, Financial Planning

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.