Introducing Your New Company

A fast growing commercial bank with a strong presence in Hong Kong is expanding its branch network and strengthening its governance framework. With a solid reputation for stability and growth, the bank is committed to maintaining the highest standards of compliance and risk management in line with HKMA expectations.

Key responsibilities include:

• Building and maintaining the branch compliance management system, delivering daily compliance advice, pre-transaction reviews, and regular staff training
• Leading internal control assessments and preparing internal control evaluation reports
• Drafting, updating, and coordinating branch-level policies and procedures
• Managing regulatory reporting, examinations, and ongoing communication with the HKMA and other authorities
• Overseeing case prevention, employee behavior screening, and anti-money laundering controls

Your Background

• Bachelor’s degree or above in Law, Economics, Finance, or related disciplines
• Minimum 5–8 years of compliance or internal control experience within commercial banking
• In-depth knowledge of Hong Kong’s financial regulatory environment and HKMA supervisory requirements
• Strong analytical mindset, excellent communication and influencing skills
• Proven ability to work under pressure, prioritize effectively, and coordinate across departments
• Fluent in written and spoken English and Chinese (Mandarin and Cantonese)

What You'll Receive in Return

• Competitive base salary with discretionary performance bonus
• Comprehensive medical coverage and MPF
• Structured career progression within a fast-growing banking platform in Hong Kong
• Direct exposure to senior management and Head Office

Start Your Search Now Contact ada.cheung@upsidegroup.co to explore this opportunity.

For More Information Visit: https://upsidegroup.co/

Introducing Your New Opportunity

A well-established and profitable life insurance group with a strong Hong Kong footprint is looking for a seasoned Qualified Actuary to work hand-in-hand with the Department Head and own the entire product & pricing development.

Your New Role

• Reporting to the Department Head to shape and execute on product & pricing strategy, ensuring all initiatives are profitable, on-strategy and within risk appetite
• Own the full pricing lifecycle: profitability testing, risk assessments, reinsurance evaluation and negotiation for new and existing products
• Deliver clear, high-quality profitability and customer-outcome reports that meet Group and local regulatory standards
• Provide commercial challenge and fresh ideas to the overall market strategy and product development pipeline
• Build, enhance and maintain pricing tools and models (Excel/VBA and actuarial software) while overseeing the policy concessions process

Your Background

• Fully qualified actuary (FIA/FSA or equivalent)
• Degree in actuarial science or a related quantitative field
• At least 8 years of hands-on pricing and product development experience in life insurance
• Strong understanding of Hong Kong insurance products, regulations and market dynamics, with proven senior stakeholder influence
• Advanced Excel/VBA skills plus experience with actuarial modelling platforms; fluent in English and Chinese (Cantonese & Mandarin)

What You'll Receive in Return
This is a high-visibility, strategic role offering direct access to senior leadership, genuine influence on profitability and product direction, and excellent long-term career progression within a stable and forward-thinking insurer.

Start Your Search Now
Contact Jason.Kwong@upsidegroup.co to discuss this opportunity in complete confidence.

For More Information Visit:
https://upsidegroup.co/

Introducing Your New Company

Introducing Your New Opportunity

As a well-established player in the pension and retirement consulting industry, my client is seeking a proactive Pension Operations & Administration expert to lead in delivering accurate, compliant, and member-focused MPF/ORSO administration services.

Your New Role

• Oversee pension administration operations (contributions, valuations, benefit payments, transfers, and member reporting) to ensure high service standards, fast turnaround times
• Drive renewal process for corporate MPF/ORSO schemes: review terms, coordinate with employers and intermediaries, ensure timely execution
• Develop, update, and enforce operational SOPs; identify inefficiencies and implement process improvements to boost productivity and accuracy.
• Lead procedure and system enhancement projects (including UAT and gathering user requirements)
• Coach and develop the team while fostering strong relationships with scheme sponsors, fund managers, and members.

Your Background

• Bachelor’s degree required
• Minimum 8 years of solid hands-on experience in MPF/pension administration & operations
• Strong knowledge of Hong Kong retirement schemes and MPFA regulatory requirements
• Excellent communication skills with fluency in written and spoken English and Cantonese (Mandarin is a plus)

What You'll Receive in Return

This is a rare chance to lead pension operations for a respected institution, drive real improvements in member experience, and grow your career within a supportive and professional environment that values work-life balance and long-term development.

Start Your Search Now

Contact Jason.Kwong@upsidegroup.co to explore this opportunity in complete confidence.

For More Information Visit:

https://upsidegroup.co/

• Manage end-to-end operational processes, from daily valuations and trade settlements to month-end accounting and reconciliations, while reducing operational risk.
• Track performance metrics, spot deviations, and enhance improvements to maintain top-tier service standards and regulatory compliance.
• Collaborated with legal, administrators, prime brokers, custodians, audit teams to ensure compliance.
• Refine and document operational procedures; pinpoint bottlenecks and implement smarter workflows to boost throughput and cut errors.
• Spearhead system upgrades and process enhancements (including UAT and requirements gathering)

• Bachelor’s degree in relevant field
• 5+ years of experience within investment related sector
• Advanced skills in Excel, Word, PowerPoint
• Business Intelligence and Reporting programs
• Fluent in written and spoken English and Chinese

Introducing Your New Opportunity

As a key player in the insurance sector, my client is searching for a motivated Policy Administration Manager to lead onshore and offshore in delivering efficient, compliant and customer-centric individual policy administration.

Your New Role

• Oversee onshore/offshore Individual Policy Administration to maximize customer service, minimize turnaround times, ensure KPI compliance, AML review and maintain robust regulatory/internal controls.
• Monitor KPIs, analyze variances, and initiate corrective actions to deliver high-quality, customer-satisfying services.
• Develop, update, and enforce operational SOPs; continuously identify inefficiencies and streamline processes for enhanced productivity and service quality.
• Initiate procedure/system improvements (including UATs and user requirements); collaborate with cross-functional teams and stakeholders to support business growth and project timelines.

Your Background

• Bachelor’s degree required
• 5+ years’ solid on-the-job experience in managing policy administration operations
• Experience in Life or Health  insurance would be an advantage
• Good communication skills, fluency in written and spoken English, Cantonese, Mandarin

Candidates with less experience may be considered for Assistant Manager

What You'll Receive in Return

This opportunity allows you to drive operational excellence and innovation within a leading insurance company’s policy administration function. You will be part of a dynamic, multilingual work environment that promotes professional development.

Start Your Search Now

Contact Jason.Kwong@upsidegroup.co to explore this opportunity.

For More Information Visit:

https://upsidegroup.co/

Introducing Your New Company

Join a dynamic and innovative financial institution at the forefront of the cryptocurrency and blockchain industry. Our client offers an exciting opportunity to contribute to a rapidly evolving sector.

Your New Role

As an Internal Control Specialist, you will play a pivotal role in building, maintaining, and continuously optimizing the company’s internal control system, covering group management and business operations.

• Developing and updating group internal control matrix, policies, processes, and standards, clearly defining departmental control responsibilities and driving policy implementation.
• Conducting regular assessments of the internal control system’s effectiveness, proposing optimization plans, and leading rectification efforts.
• Collaborating with risk management and security teams to perform comprehensive company-wide risk assessments, categorizing and prioritizing risks, and formulating process-based mitigation strategies.
• Conducting targeted internal control audits (e.g., expense management, procurement, fund security, and approval workflows).

Your Background

• A Bachelor’s degree or higher from a recognized university, preferably in Law, Finance, Computer Science, or a related field, with over 5 years of experience in internal control or internal audit.
• Native in Mandarin or fluent in mandarin is preferred
• Familiarity with the cryptocurrency industry, including DeFi and on-chain data tracking.
• Basic knowledge of blockchain technology, with the ability to understand smart contract logic or trading system architecture.
• CPA certification is highly desirable, with preference given to candidates with internal control experience in exchanges, payment institutions, or hedge funds.

What You'll Receive in Return This role offers a unique opportunity to shape the internal control framework of a leading organization in the fast-paced cryptocurrency industry. You’ll work in a collaborative, innovative environment with access to cutting-edge technologies and a chance to grow your expertise in blockchain and DeFi.

Start Your Search Now Contact ada.cheung@upsidegroup.co to explore this opportunity.

For More Information Visit: https://upsidegroup.co/

Introducing Your New Company
Join a dynamic global insurance leader committed to innovation and excellence in risk management. My client thrives on fostering a collaborative environment, empowering professionals to drive strategic initiatives that balance risk and opportunity.

Your New Role
As a key contributor to the control team, you will spearhead the design, implementation, and oversight of my client's Asset-Liability Optimization framework. 

• Overseeing asset-liability alignment initiatives, providing strategic insights to the Risk Oversight Board and monthly Risk Operations Task Force.
• Building and maintaining the Economic Capital Model, integrating life components and utilizing advanced stochastic simulation tools.
• Preparing and validating life elements for regulatory and rating agency submissions to ensure compliance and accuracy.
• Managing and enhancing the Internal Control System, ensuring that risk controls for investments, asset-liability, and life insurance are effectively designed, implemented, and regularly refined.

Your Background

• With actuarial qualification (e.g., FSA, FIA) and 2+ years of post-qualification experience.
• 8+ years in actuarial science, risk management, or financial strategy within financial services
• Candidates from consulting firm are welcomed
• Knowledge of risk-based capital frameworks (e.g., HKRBC, Solvency II).

What You'll Receive in Return
This is an opportunity to join a forward-thinking organization where your expertise will drive impactful outcomes. 

Start Your Search Now
Contact ada.cheung@upsidegroup.co to explore this opportunity.

For More Information Visit: https://upsidegroup.co/

Introducing Your New Company
As an emerging brokerage in Hong Kong, this organization is a top choice for exceptional talent, known for its commitment to growth and excellence in the Asia Pacific region. They are seeking talented Account Management professionals to drive client retention, renewals, and new business development for Employee Benefits and General Insurance portfolios in Hong Kong.

Your New Role

• Developing and executing strategies to enhance client retention and achieve high renewal rates for Employee Benefits and General Insurance portfolios.
• dentifying and pursuing new business opportunities to expand corporate client accounts in the Hong Kong market.
• Providing professional broking services, delivering customized Employee Benefits and General Insurance solutions to meet client needs and boost retention.
• Building and maintaining strong relationships with clients, insurers, and brokers to secure renewals and foster business growth.
• Collaborating with operations, product, and marketing teams to align retention strategies and create innovative offerings that drive renewals and new business.

Your Background

• To excel in this role, you should have 10+ years of experience in Employee Benefits and/or General Insurance, gained in a broking firm or insurance company, with a proven track record in retention, renewals, and new business development in Hong Kong.
• Deep knowledge of the Hong Kong insurance market is essential.
• Exceptional communication and interpersonal skills, with fluency in written and spoken English and Cantonese, are required.
• Proficiency in MS Office applications, including Word, Excel, and Chinese Word Processing, is necessary.

What You'll Receive in Return
Join a leading insurance provider and play a pivotal role in shaping client experiences and driving growth in the Hong Kong market. Enjoy opportunities for career advancement, a collaborative work environment, and the chance to make a meaningful impact in the insurance industry.

Start Your Search Now
Contact Jason.Kwong@upsidegroup.co to explore this opportunity.

For More Information Visit: https://upsidegroup.co/

Introducing Your New Company
As a leading insurance group in Asia, this organization is a top destination for industry talent, renowned for its focus on growth and excellence in the Asia Pacific region. They are seeking dynamic Partnership Lead to drive their business development and broker partnership distribution strategy, specifically for their Universal Life products.

Your New Role
In this role, you will lead the business development and partnership strategy to enhance the distribution of universal life insurance products through broker channels. Your key responsibilities will include:

• Identifying, building, and managing strategic relationships with brokers to boost universal life product sales.
• Developing and implementing targeted business development strategies and action plans to achieve sales and distribution goals.
• Leveraging expertise in universal life insurance products to drive broker engagement and adoption.
• Analyzing market trends, competitor offerings, and client needs to uncover new broker partnership opportunities.
• Creating and delivering persuasive presentations, proposals, and training materials to empower broker partners.

Your Background

• To succeed, you should have 8+ years of proven success in business development, partnership management, within the insurance or banking industry, with a focus on universal life products
• A strong track record or reaching targets through broker partnerships.
• Fluency in English, Cantonese, and Mandarin for presentations and communications is essential.

What You'll Receive in Return
Join a premier insurance provider and play a key role in driving the success of universal life products across Asia Pacific. Benefit from career growth opportunities, a collaborative environment, and the chance to make a significant impact in the insurance industry.

Start Your Search Now
Contact Jason.Kwong@upsidegroup.co to explore this opportunity.

For More Information Visit: https://upsidegroup.co/