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/

Your New Company

This Asset Management firm is renowned for its expertise in digital and traditional asset strategies. They are seeking a Head of Compliance to provide expert leadership and oversight for all regulatory matters in an individual contributor role.

Your New Role

• Ensure compliance with Hong Kong SFC regulations, including the Code on Unit Trusts and Mutual Funds.
• Oversee compliance for the product lifecycle, from development to ongoing maintenance.
• Act as the primary liaison with the SFC for fund elated filings and inquiries.
• Review and approve fund offering documents and marketing materials.
• Monitor regulatory developments and communicate impacts to stakeholders.
• Update internal policies and procedures to align with SFC requirements.
• Lead compliance training focused on passive investment products.
• Conduct compliance reviews across front, middle, and back office functions.
• Provide advisory support on product and authorized funds.
• Supervise AML/KYC checks and compliance investigations.
• Design and refine compliance monitoring frameworks for products

Your Background

• Bachelor’s degree in Law, Finance, Business Administration, or a related discipline.
• 10+years of relevant experience, with at least 3 years on authorized fund compliance.
• Strong working knowledge of SFC regulations for funds and experience in the fund authorization process is essential.
• SFC Type 1, 4, and 9 licenses preferred.
• Professional compliance or legal certifications are an advantage.
• Proven experience in reviewing offering documents and coordinating with regulators.
• Excellent communication in English and Chinese

What You'll Receive in Return

Join a forward-thinking investment firm offering exceptional opportunities for professional growth. Be part of a dynamic team shaping the future of digital and traditional asset management while upholding the highest standards of compliance.

Start Your Search Now

Contact ada.cheung@upsidegroup.co to explore this opportunity.

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

Introducing Your New Company

A leading health insurance group in the Asia Pacific region is seeking a dedicated Health Insurance Customer Service Manager to lead a small-scale team in delivering exceptional customer experiences. Renowned for its customer-centric approach, this organization specializes in innovative health insurance solutions, ensuring high satisfaction and compliance with industry standards.

Your New Role

As Customer Service Manager, you will lead a small, dynamic team to deliver outstanding complaint resolution and contact center management for health insurance products

• Lead a team to resolve health insurance complaints, ensuring high customer satisfaction.
• Oversee contact center operations for timely, professional responses to customer inquiries.
• Implement QA processes and lead projects to enhance service delivery and efficiency.
• Train team on health insurance products and complaint handling best practices.

Your Background

• Bachelor’s degree or studies within related field.
• Insurance Intermediaries Qualification Papers
• 7+ years in health insurance customer service, with 3+ year in a supervisory role.
• Strong knowledge of life or health insurance products, with excellent English and Chinese skills.

What You'll Receive in Return

Join a leading health insurance provider and play a pivotal role in shaping customer experiences across the Asia Pacific. Enjoy opportunities for career growth, a collaborative work environment, and the chance to make a meaningful impact in the health insurance industry.

Start Your Search Now

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

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

Your New Company
A leading APAC Insurance company specializing with strong commercial prospects is current growing their business in Hong Kong. Committed to operational excellence, regulatory integrity, and customer-centricity, the company seeking a Director of Operational Governance.

Your New Role

• Oversee AML/non-AML regulatory controls and ensuring compliant procedures and SOPs
• Conduct enterprise-wide risk assessments, fraud reviews, and thematic evaluations, coordinating responses to regulatory inquiries and audits.
• Develop and execute quality assurance programs to assess control effectiveness and operational consistency, leveraging data analytics for enhancements.
• Lead data governance and analytics initiatives, maintaining critical data elements and delivering risk/compliance reports for governance committees.
• Manage the Customer Relationship team to resolve regulator-related complaints efficiently, ensuring high-quality service across multiple channels.

Your Background

• Bachelor’s degree in Business or a related discipline with 10+ years of experience in life insurance operations, focusing on risk and compliance.
• Deep knowledge of AML/CTF, FATCA, CRS, HKIA, AMCM, BMA guidelines, Data Privacy,
• Strong analytical, problem-solving, and stakeholder management skills, with confidence engaging C-suite executives.
• Excellent communication and presentation skills in English and Chinese, with a proactive approach to driving change and teamwork under pressure.

What You'll Receive in Return
Join a dynamic, forward-thinking insurance company offering unparalleled opportunities to shape operational resilience and customer excellence. Be part of a dedicated team driving innovation and compliance in the life insurance industry.

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

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

Introducing Your New Company

A leading insurance provider specializing in individual and group health products across the Asia Pacific region is seeking an experienced Regional Senior Manager to join its dynamic team. This organization delivers innovative insurance solutions, leveraging deep market expertise to drive growth and enhance customer outcomes.

Your New Role

As a Regional Senior Manager - Health Insurance, you will collaborate with regional leadership, distribution partners, and internal teams to drive product strategy, distribution, underwriting, portfolio management, and operational excellence for health insurance products across Asia Pacific (Hong Kong, China and South East Asia).

• Product Strategy and Distribution: Develop and execute innovative product strategies and oversee distribution channels to maximize market penetration and customer reach.
• Underwriting and Portfolio Management: Lead underwriting policies and manage the product line’s P&L to ensure profitability and sustainable growth.
• Operational Leadership: Optimize operational processes, including claims management and compliance, to enhance efficiency and customer experience.

Your Background

To excel, you should have:

• 8+ years of experience in health or medical insurance products
• Expertise in product strategy, distribution, underwriting, and P&L management for individual and group health insurance products.
• Proven ability to drive financial performance and operational improvements in a competitive market.
• Executive-level communication and leadership skills; fluency in English and a regional language.

What You'll Receive in Return

Join a leading health insurance provider, shaping innovative solutions for Asia Pacific markets with significant opportunities for career growth and strategic impact.

Start Your Search Now

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

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

Introducing Your New Company

A leading External Asset Management (EAM) company specializing in High-Net-Worth (HNW) and Ultra-HNW clients in North Asia is seeking an experienced Director to join its pioneering team. This platform delivers tailored financial solutions and family office advisory services, utilizing an open platform to enhance client portfolios and wealth management strategies.

Your New Role

As a Director, you will collaborate with principal families, sponsor families, and senior leadership to drive client acquisition, retention, and portfolio growth for HNW and Ultra-HNW clients.  

• Client Acquisition and Retention: Acquire new clients through company-organized activities and maintain long-term relationships with your existing portfolio via the open platform.
• Financial Advisory: Advise on structured products, private equity, alternative investments, and non-retail insurance solutions, with a focus on portfolio construction and recurring revenue.
• Family Office Advisory: Assist North Asian HNW clients in setting up family offices and serve as their trusted advisor.

Your Background

To excel, you should have:

• 10+ years of sales experience in banking or 5+ years in private banking, family office, or EAM, focusing on HNW/Ultra-HNW clients.
• Expertise in structured products, private equity, alternative investments, and non-retail insurance solutions.
• Proven ability to generate recurring revenue through advisory and portfolio strategies.
• Strong life insurance advisory skills (preferred).
• Executive-level communication skills; fluency in English and Mandarin is a plus.

What You'll Receive in Return

Join the pioneer team of a leading EAM platform, shaping family office advisory for North Asian HNW clients with significant career growth and strategic impact.

Start Your Search Now

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

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