Introducing Your New Company

A leading RegTech firm specializing in AI-driven solutions to combat financial crime is embarking on an innovative journey. Operating out of its Hong Kong office, the company is seeking an Engineer to play a key role in advancing technologies.

Your New Role

As the AI Engineer, the individual will focus on creating and enhancing solutions tailored to regulatory challenges.

• Building LLM applications to support AML/compliance tasks, such as transaction analysis and risk identification.
• Investigating and prototyping new LLM techniques and methodologies.
• Working alongside the product team to identify and meet customer needs effectively.

Your Background

• Proficient in Python, Java, SQL and related tools.
• Well-versed in open-source LLMs
• Experienced in agentic frameworks, prompt design, LLM deployment and database systems.
• Passionate about developing LLM solutions, particularly within the AML field.

What You'll Receive in Return

This position offers a unique chance to contribute to cutting-edge technology in the RegTech space. The individual will collaborate with product teams and industry experts, gaining deep exposure to the evolving landscape of financial crime prevention and AI innovation.

Start Your Search Now

If you have the qualifications and enthusiasm to drive advancements in LLM technology for AML, we invite you to connect with The Upside Group. Please feel free to reach out to learn more about this compelling opportunity.

Introducing Your New Company

As a leading provider of insurance solutions, my client’s Asia Pacific operations are undergoing an exciting transformation. Working out of the Hong Kong Office, they are seeking an Operations and Case Specialist to play a pivotal role in delivering exceptional client service, ensuring operational excellence, and maintaining robust case management standards.

Your New Role

As the Operations and Case Specialist, you will be responsible for managing the end-to-end New Business processes within life insurance business. Your key responsibilities will include:

• Overseeing life insurance application case management, ensuring timely and accurate processing, from new onboarding applications, KYC analysis to fulfillment
• Facilitating seamless client experiences, providing technical guidance to relationship managers and intermediaries while maintaining client satisfaction and retention.
• Managing compliance with internal standards and regulatory requirements, serving as the primary liaison for regulatory inquiries and audits.
• Maintaining and updating detailed records, case reports, policy administration

Your Background

• 7+ years of experience in operations, mid-office, or case management, preferably within the insurance or financial services industry.
• Strong proficiency in life insurance case management, new business processes, and regulatory compliance.
• Effective communication and interpersonal skills to collaborate with relationship managers, intermediaries and brokerages
• Proactive problem-solving abilities and the capacity to manage multiple priorities in a fast-paced environment.
• Proficient in MS Office or case management software for reporting and record-keeping.
• Bachelor’s degree or equivalent in a relevant field (e.g., Business, Economics, or Finance).

What You'll Receive in Return

This role offers an exciting opportunity to contribute to the growth and transformation of HK operations. You will work closely with regional leaders, relationship managers, and external partners, gaining valuable exposure to the life insurance industry’s operational and compliance landscape.

Start Your Search Now

If you possess the required qualifications and are passionate about driving operational efficiency and compliance excellence, we encourage you to reach out to The Upside Group. Please don’t hesitate to contact us to learn more about this exciting opportunity.

Introducing Your New Company

As an esteemed insurance group at the forefront of Asia, this insurance organization stands as a premier choice for top industry talent. With a focus on growth and operational effectiveness in the Asia Pacific region, they are currently seeking skilled HNW Partnership Manager professionals to join their team.

Your New Role

Working closely with the Sales Leadership Team, you will be responsible for overseeing relationship management and client experience.

• Relationship Management: Work closely with sales directors to drive revenue growth within HNW insurance product segment
• Support Sales Director innovative strategies aimed at attracting and retaining high-net-worth clients, enhancing overall client satisfaction and loyalty.
• Client Onboarding: Facilitate a smooth onboarding process for clients, providing guidance and support throughout their journey.

Your Background

To excel in this role, you should possess a minimum of 5+ years of demonstrated success in business development, partnership management, or distribution management roles within the Insurance or Banking industry.

• A drive within Sales & Service, enjoy client meetings & hitting targets
• Prior exposure within the HNW Segment will be an advantage
• Fluency in English & Mandarin for presentations and communications is a plus.

What You'll Receive in Return

This presents an excellent opportunity for career advancement, regional exposure and working closely with APAC senior management.

Start Your Search Now

If you meet the qualifications mentioned above or are interested in similar opportunities, please don't hesitate to contact The Upside Group.

Introducing Your New Company

A well-established Insurance Group with a strong global presence is currently seeking for an Insurance Distribution Professional with extensive exposure within the HNW Segment in Singapore to further enhance their partnerships, portfolio and overall business.

Your New Role

Working closely with the Senior Executive Team, you will be responsible for Partnership Development, Sales Planning and Distribution Management within the HNW Sector.

• Partnership Management: collaborate with business partners to enhance business development efforts within the sales force.
• Strategic Planning: Partner closely with C-Suite to design and execute prioritized partner development activities, sales revenue and HNW product suite.
• Client Retention: Engage with existing client groups to boost retention rates and expand the share of business from current clients by understanding their unique needs and preferences.
• Performance Analysis and Reporting: Continuously analyze campaign results to create insightful reports for Sales Leadership and Marketing Teams on strategic business decisions.

Your Background

To excel in this role, you should possess a minimum of 10+ years of demonstrated success in business development, partnership management, or distribution roles within the Insurance or Banking industry, with a focus on the Singapore HNW Sector

• A proven track record of achieving and exceeding sales targets through strategic HNW partnerships will be highly advantageous.
• Fluency in English & Mandarin for presentations and communications is a plus.
• Executive level of communications & presentation
• Candidates with less experience will be considered for Senior Manager

What You'll Receive in Return

This presents an excellent opportunity for career advancement and strategic development.

Start Your Search Now

If you meet the qualifications mentioned above or are interested in similar opportunities, please don't hesitate to contact The Upside Group.

Introducing Your New Company

As a leading provider of insurance solutions, our Asia Pacific operations are undergoing an exciting transformation. We are seeking an Assistant Manager - Sales Support to play a crucial role in optimizing our distribution and sales growth across the region.

Your New Role

As the Assistant Manager - Sales Support, you will be responsible for managing the end-to-end client experience and driving operational efficiency within our sales support function. Your key responsibilities will include:

• Overseeing case management, ensuring timely and accurate processing of client applications, claims, and policy changes
• Facilitating seamless client onboarding, providing guidance and support throughout the process
• Managing partnership distribution channels, fostering strong relationships and collaboration
• Administering commission payouts, ensuring accurate and timely payments to our distribution partners
• Maintaining and updating policy administration records, ensuring compliance with internal and regulatory requirements

Your Background

• To excel in this role, we are seeking a candidate with the following qualifications:
• 5+ years of experience in a sales support or customer service role, preferably within the insurance industry
• Strong proficiency in case management, client onboarding, and partnership management
• Excellent attention to detail and problem-solving skills to handle complex policy and commission-related inquiries
• Familiarity with insurance industry regulations and compliance requirements
• Effective communication and interpersonal skills to liaise with internal stakeholders and external partners
• Proficient in data analysis and reporting to provide insights and recommendations
• Bachelor's degree or equivalent in a relevant field

What You'll Receive in Return

This role offers an exciting opportunity to contribute to the growth and transformation of our Asia Pacific operations. You will have the chance to work closely with our regional distribution leaders and gain valuable exposure to various aspects of the insurance business.

Start Your Search Now

If you possess the required qualifications and are passionate about driving sales support excellence, we encourage you to reach out to The Upside Group. Please don't hesitate to contact us to learn more about this exciting opportunity.

Introducing Your New Opportunity

My client is seeking for a Senior Underwriting Manager in a leading insurance company. This role is vital in supervising the underwriting team and enhancing operational efficiency while ensuring exceptional customer experiences. You will play a key part in driving strategic initiatives and improving underwriting processes.

Your New Role

• Experienced underwriter specialized within Life & Health Insurance business
• Supervise and lead the underwriting team to achieve KPIs and enhance operational efficiency and HNW Life cases
• Drive strategic projects, including Company Campaigns, Digital Initiatives, and compliance requirements.
• Review and analyze new insurance applications for risk exposure and compliance with guidelines.
• Conduct training for internal/external customers and mentor team members in underwriting practices.

Your Background

• Degree holder with professional insurance qualifications (FLMI, ACS, ALU, or equivalent) and a minimum of 10 years of underwriting experience
• Demonstrated track record within HNW Underwriting Cases for high-net-worth clients and identify EM Risks
• Strong problem-solving skills and ability to analyze data to support sound decision-making.
• Excellent interpersonal and communication skills, with a commitment to compliance and ethics.
• Proficient in Chinese, English, and Mandarin

What You'll Receive in Return

This position offers an exciting opportunity to influence the underwriting processes and enhance your professional skills. Your expertise in underwriting and operational efficiency will be key to your success in this role.

Start Your Search Now

If you are interested in this opportunity or similar roles, we encourage you to reach out to us for further discussions.

Introducing Your New Opportunity

As a premier provider of comprehensive insurance solutions, we are seeking a visionary Head of Business Development to lead their Insurance Partnerships across P&C and Personal Lines. This senior-level role is crucial in shaping their strategic vision, cultivating high-impact relationships, and driving the development of innovative insurance offerings for customers throughout the Greater Bay Area (GBA) and Hong Kong.

Your New Role

• Strategic Leadership: Formulate and execute a forward-thinking strategic plan to enhance insurance partnerships and expand commercial and personal lines products.
• Market Intelligence: Conduct in-depth analysis of market trends, consumer needs, and competitive dynamics to uncover new growth opportunities and drive business expansion.
• Cross-Functional Collaboration: Partner with stakeholders across operations, product development, marketing, and executive management to ensure the seamless delivery of integrated insurance solutions.
• Product Management: Oversee the development and enhancement of insurance products, ensuring they meet market demands and align with customer needs. Collaborate with product teams to innovate and refine offerings.
• Marketing Strategy: Lead the marketing initiatives for insurance products, developing comprehensive go-to-market strategies that effectively communicate key value propositions and drive customer engagement.
• Relationship Management: Establish and nurture robust relationships with key brokers, industry partners, and stakeholders to enhance collaboration and drive mutual growth.
• Market Expansion: Spearhead initiatives to broaden their market reach and deepen partnerships within the GBA and Hong Kong, positioning product offerings as industry-leading.
• Project Oversight: Leverage your project management expertise to lead business development initiatives and strategic partnerships effectively.

Your Background

• Extensive Industry Experience: A robust background in the insurance sector, with a proven track record in business development, particularly in partnerships focusing on commercial and personal lines.
• B2B2C Expertise: Significant experience in developing and executing business strategy framework.
• Market Acumen: Familiarity with the GBA and Hong Kong markets is highly desirable, along with a keen understanding of regional dynamics.
• Multilingual Proficiency: Exceptional communication skills in English, Cantonese, and Mandarin are essential for effective stakeholder engagement.
• Educational Credentials: A bachelor’s degree in a relevant field; an advanced degree is preferred.

What You'll Receive in Return

This is an exciting opportunity to shape the future of their business and contribute to its growth and success. You will have the chance to work in a dynamic and innovative environment, with the support and resources to achieve your goals.

Start Your Search Now

Note that this is a confidential position, and not all details can be immediately shared. If you meet the qualifications mentioned above or are interested in similar opportunities, please don't hesitate to contact us.

Introducing Your New Opportunity

As a key player in the insurance sector, my client is searching for a motivated Distribution Operations Specialist to provide distribution support and operational administration for the sales channel

Your New Role

• Sales Support, be the main contact point between the business development team, operations staff and business partners
• Processing new business insurance applications accurately, ensuring KYC onboarding guidelines are met.
• Work closely with sales & marketing team to on product brochures, promotional events, educational seminars and data management
• Assist in data management, compliance and general sales support upon onboarding new business partners

Your Background

• 5+ years of work experience, ideally within Financial Services, Insurance or Asset Management
• Experienced within MS Suite, Business Administration and Sales Support
• Proficient in written and spoken English, Cantonese, and Mandarin

What You'll Receive in Return

This opportunity allows you to contribute to the growth and success within an insurance company’s distribution network. You will be part of a dynamic work environment that promotes professional development and collaboration.

Start Your Search Now

If you meet the qualifications mentioned above or are interested in similar opportunities, please don't hesitate to contact us.

Introducing Your New Company

As one of the leading commercial insurance companies, this organization is renowned for its innovative and customer-centric product offerings. With a strong emphasis on growth and operational excellence across the Asia Pacific region, they are currently seeking a talented Director of Operations to join their dynamic team.

Your New Role

Overseeing the Customer Operations, you will play a pivotal role in enhancing operational processes, managing the call center, claims, policy and overseeing project management to ensure exceptional customer experiences across all service channels.

Call Center, Claims, Policy Management:

• Overseeing call center, claims and policy operations, ensuring high levels of customer satisfaction and effective resolution of inquiries.
• Ensure efficiency within operations management, provide training and protocols for procceses

Customer Experience:

• Monitoring and analyzing customer feedback to identify areas for improvement and develop strategies to enhance the overall customer experience.
• Establishing and tracking key performance indicators (KPIs) to measure the effectiveness of customer operations initiatives.

Operational Excellence:

• Enhancing and streamlining operational processes to improve efficiency and effectiveness within customer service teams.
• Implementing best practices in customer operations to drive continuous improvement and operational excellence.

Project Management:

• Leading cross-functional projects aimed at improving customer service delivery and operational workflows.
• Collaborating with IT and other departments to implement new technologies and tools that enhance customer interaction.

Your Background

• 10+ years of experience in operations, understanding of general insurance or health products will be an asset
• Proven track record of enhancing operational processes and managing high-performing service teams.
• Strong project management skills with experience in leading cross-functional teams.
• Excellent communication skills in English, Cantonese, and Mandarin. 

What You'll Receive in Return

You will be rewarded with a competitive compensation package, opportunities for career progression, and the chance to work alongside industry experts.

If you possess the required qualifications and are interested in this exciting opportunity, please don't hesitate to reach out to THE UPSIDE GROUP.

Introducing Your New Company

As a leading financial services provider in Asia Pacific, our client is renowned for innovative investment and wealth management solutions. In this Product Propositions role, you will develop and execute a strategic vision for the firm's investment and wealth management product suite.

Your New Role

This role will require you to steer the future of Investment, Funds and Wealth Management propositions to APAC markets.

• Conceptualizing and execution on new, innovative product & propositions within investments, funds, and wealth management products to the Mass Affluent/HNW market segment in Asia
• Developing comprehensive proposition strategies, roadmaps and solutions
• In-depth market knowledge and analysis to identify evolving customer needs and industry trends in the Asia Pacific markets, with a focus on the affluent sector.
• Work in close collaboration with the product development, business development, and marketing on strategic initiatives

Your Background

• 8+ years experience within financial services, asset management, wealth management
• Degree within Business/Finance related, with SFC Licenses.
• Exposure within APAC markets, core region - Hong Kong. Singapore, China, SEA will be an asset.
• Up to date market knowledge of the investment/funds landscape
• Knowledgeable within regulations and policy
• Fluency in English and an Asian Language

• Candidates w/ less experience may be considered for a Manager

What You'll Receive in Return

You will be rewarded with a competitive compensation package, opportunities for career progression, and the chance to work alongside industry experts.

Start Your Search Now

If you possess the required qualifications and are interested in this exciting opportunity, please don't hesitate to reach out to THE UPSIDE GROUP.