CS Strategy & Portfolio Management, Specialist job opportunity at AIA Group.

Home Jobs In Hong Kong Tag: Specialist CS Strategy & Portfolio Management, Specialist position at AIA Group


DatePosted 22 Days Ago bot
AIA Group CS Strategy & Portfolio Management, Specialist
Experience: 5-years
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:

Specialist

Copy Link Report
degreeGeneral
loacation Hong Kong, HK-AIA Hong Kong & Macau, Hong Kong
loacation Hong Kong, HK-..........Hong Kong

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030. And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business. Sound like you? Then read on. About the Role Responsible for conveying front-office commercial intent as clear, executable instructions to the back office, ensuring operational accuracy and efficiency, risk control, and effective coordination across teams Responsibilities: Prepare and support employee benefits checklist preparation for Account Executives by translating the sales offers into accurate, complete operational inputs on checklists Support the ongoing review of the end-to-end employee benefits checklist process with key stakeholders by providing operational feedback, documenting user requirements and change requests for IT on workflow enhancements. Review supplementary documents to identify gaps, discrepancies, and missing information and follow up with Intermediaries/Account Executives/ Underwriters/Middle Office Coordinate with cross-functional teams, e.g. Account Executives, Underwriters, Middle Office, Corporate Client Services, etc. to clarify requirements and resolve issues to eliminate ambiguity and inconsistencies Maintain and update a sign-off governance framework with log, including maintaining appropriate approval records of each checklist from all required parties (e.g. Underwriters & Account Executives) Act as a key go-to-person to address enquiries related to the checklists Liaise with Account Executives and the Middle Office to keep the benefit version of the proposal current, accurately reflecting all agreed commercial and operational changes Ensure the checklist is kept current in the administration system with a detailed change log Inform and align the key changes on checklists to the impacted stakeholders in a timely manner Support pre-checklist activities e.g. AML pre-screening Support the Middle Office team for BAU operations, particularly during peak seasons and when necessary Participate in ad-hoc projects and other duties as assigned to support Middle Office objectives. ​ Requirements: Bachelor’s degree with over 5 years of relevant experience in Corporate Solutions/Employee Benefits/Operations, or related field Prior experience in Middle Office or Sales Support roles in insurance or financial services industry preferred Prior experience as a people manager in Insurance Operations or Middle Office preferred Operational mindset: Able to translate front-end sales languages into executable operational instructions; Proactively anticipate and address potential blockers to operations caused by incorrect or missing input Sales familiarity: Understand the Employee Benefits products, sales offers and requirements Stakeholder management: Coordinate cross-functionally, resolve conflicts, and follow up proactively with key stakeholders Detail orientation: Quickly identify gaps, discrepancies, and inconsistencies of input across different sources Problem-solving ability: Proactively address challenges and propose solutions Strong communication skills: Able to articulate issues clearly and collaborate across teams Quality-driven: Commit to delivering accurate, complete, and high-quality outputs Time management: Handle multiple priorities and meet deadlines in a fast-paced environment Others: You are required to obtain relevant license if your job involves in regulated activities Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives. You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Other Ai Matches

Medical Claims Assessor (Hong Kong Market) - Mandarin Speaking Applicants are expected to have a solid experience in handling Job related tasks
Medical Technologist Applicants are expected to have a solid experience in handling Job related tasks
Legal Counsel Applicants are expected to have a solid experience in handling Job related tasks
（高级）经理，契约管理 Applicants are expected to have a solid experience in handling Job related tasks
Business Audit, Consultant Applicants are expected to have a solid experience in handling Consultant related tasks
Syariah Actuary Applicants are expected to have a solid experience in handling Job related tasks
Investment Chief Compliance Officer & Chief Risk Officer Applicants are expected to have a solid experience in handling Job related tasks
Senior Manager, Business & Financial Reporting Applicants are expected to have a solid experience in handling Business & Financial Reporting related tasks
Equity, Principal Applicants are expected to have a solid experience in handling Principal related tasks
Policy Owner Service, Specialist Applicants are expected to have a solid experience in handling Specialist related tasks
Middleware Platform, Consultant Applicants are expected to have a solid experience in handling Consultant related tasks
Customer Centres, Analyst (Virtual Branch) Applicants are expected to have a solid experience in handling Analyst (Virtual Branch) related tasks
Senior Manager, Business Development & Fund Advisory Applicants are expected to have a solid experience in handling Business Development & Fund Advisory related tasks
Corporate Sales Executive Applicants are expected to have a solid experience in handling Job related tasks
2026 AIA Group Office Summer Internship Program – Group Risk & Compliance Applicants are expected to have a solid experience in handling Job related tasks
Lead Analyst, Digital Distribution Solution Applicants are expected to have a solid experience in handling Digital Distribution Solution related tasks
Senior Analyst, Information Security Applicants are expected to have a solid experience in handling Information Security related tasks
Digital Experience, Principal Applicants are expected to have a solid experience in handling Principal related tasks
Operations Data Governance & Data Strategy, Senior Analyst Applicants are expected to have a solid experience in handling Senior Analyst related tasks
Bancassurance Sales, Analyst Applicants are expected to have a solid experience in handling Analyst related tasks
Actuarial - IFRS 17 Senior Manager Applicants are expected to have a solid experience in handling Job related tasks
Clinic Nurse Applicants are expected to have a solid experience in handling Job related tasks
Executive - Call Centre Applicants are expected to have a solid experience in handling Job related tasks