Swiss Privilege, the unique wealth management arm of the AXA Group in Hong Kong, provides prestige and professional financial services to high net-worth customers. We are now looking for a successful person to play a vital role in our consultancy sales force.ABOUT AXA HONG KONGAXA Hong Kong, a member...

Swiss Privilege, the unique wealth management arm of the AXA Group in Hong Kong, provides prestige and professional financial services to high net-worth customers. We are now looking for a successful person to play a vital role in our consultancy sales force.

ABOUT AXA HONG KONG

AXA Hong Kong, a member of the AXA Group, prides itself of serving over 1 million customers3 in Hong Kong and Macau. Besides being one of the largest health protection providers in Hong Kong, it is also the number 1 General Insurance provider4 and the number 1 insurance brand worldwide for the tenth consecutive year5.

AXA Hong Kong has a clear goal of ‘empowering people to live a better life’. This is reflected in everything we do. AXA Hong Kong is one of the most diversified insurers providing full range coverage for individual and commercial customers. We offer all-round, integrated solutions across Life, Health and Property & Casualty to address all their insurance needs.

AXA Hong Kong leverages on Big Data and AI to transform end-to-end customer experience, making insurance simpler and more personal. As an innovative insurer, we continue to drive innovation notably in health and protection, supporting customers in prevention, treatment and recovery.

We also believe it is our inherent responsibility to support the communities we operate in. AXA Foundation is our flagship corporate social responsibility programme covering all of our efforts in promoting health, education and community support to create positive and lasting impact to Hong Kong.

1 As of 25 July 2018

2 As of 31 December 2017

3 Including customers of AXA China Region Insurance Company Limited, AXA China Region Insurance Company (Bermuda) Limited (incorporated in Bermuda with limited liability), and AXA General Insurance Hong Kong Limited

4 Based on 2017 Insurance Authority market share statistics represented by overall gross premiums

5 Interbrand Best Global Brand 2018 (By brand value)

Senior Officer – Wealth Management Planning

Job level Senior
Work exp Minimum 7 Years
Education Bachelor Degree
Location
Within Hong Kong, Wanchai
Employment type Full Time
Benefits 5-day week, Competitive pay, Medical plan
Industry Financial Services / Investment / Securities
Job function Banking / Finance > Asset Management
Sales / Business Development / Customer Service > Business Development
Sales / Business Development / Customer Service > Sales Management
Published On 28/09/2019
ref. SCMPWMP10072019

We are looking for suitable candidate with following key responsibilities:

  • Prepare regular and ad hoc management and sales reports for Management’s review
  • Perform data mining and business analysis, identify exceptional trend and make process improvement recommendation to Management
  • Perform financial modeling, scenario and sensitivity analysis for sales incentive proposals
  • Support budget monitoring and expense reconciliation, identify and followup on irregular charges. Assist annual operation budget review and approval
  • Database management with timely and proper filing system in accordance with guidelines
  • Support projects and new initiatives 

 

Requirements:

  • University Degree in Finance, Actuarial Science, Statistics or equivalent
  • Minimum 6 years working experience, with at least 3 years in data analysis or performance management
  • Excellent analytical skills with attention to details
  • High capacity to organize and prioritize assignments with autonomy
  • Good communication and interpersonal skills
  • Good command of spoken and written English
  • Advanced skills in MS Excel and PowerPoint, knowledge of Life AS400 a plus 

 

We offer:

  • Attractive remuneration package
  • Long-term career prospect 

 

Please send full resume and quoting SCMPWMP10072019" by clicking or fax to 2865 2306. For enquiry, please call 2864 5618 or 2864 5637 

The information provided by applicants will be treated in strict confidence and used solely for recruitment purpose. All applicants’ information will be destroyed after 12 months.

For enquiry, please call 2864 5618 or 2864 5637. Please send full resume with quoting “SCMPVP100317" by clicking or fax to 2865 2306.

Note: Candidates with less experience can be considered for the position of Senior Manager.

The information provided by applicants will be treated in strict confidence and used solely for recruitment purpose. All applicants’ information will be destroyed after 12 months.