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/

Introducing Your New Opportunity

As a key player in the insurance sector, my client is searching for a motivated Distribution Support Specialist to provide distribution and channel support.

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

Candidates with less experience may be considered

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

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/

Your New Company

A leading Hong Kong-based insurance company, specializing in Life Insurance products. Committed to regulatory excellence and integrity, the company seeks a Head of Compliance to lead regulatory oversight and ensure adherence to all statutory and industry standards.

Your New Role

• Ensure compliance with regulations (e.g., Insurance Ordinance, Anti-Money Laundering and Counter-Terrorist Financing Ordinance).
• Act as Key Person in Control Function (Compliance) under the Insurance Ordinance, if approved by the Insurance Authority.
• Develop and maintain compliance programs, including risk identification, monitoring, audits, and mitigation.
• Update compliance policies and procedures.
• Build a robust compliance monitoring framework.
• Advise staff on regulatory compliance risks for clients, products, and services.
• Review first-line defense policies for regulatory alignment.
• Promote compliance culture through training.
• Support business units to ensure staff and agents meet compliance standards.

Your Background

• Bachelor’s degree in Law, Accounting, or a related discipline, with relevant compliance training.
• 10+ years’ experience in compliance, risk, or legal roles within Life insurance or financial institutions.
• Meets ‘fit and proper’ standards set by regulatory authorities.
• Excellent communication and interpersonal skills, engaging executives and frontline staff.
• Strong stakeholder management and collaboration in regulatory, risk, and control areas.

What You'll Receive in Return

Join a forward-thinking insurance company offering exceptional opportunities for professional growth. Be part of a dedicated team shaping the future of insurance 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

As an esteemed Private Wealth Management company at the forefront of Asia, this organization stands as a premier choice for HNW, Family Offices and Wealth Advisory Services. With a focus on in the Asia Pacific region, they are currently seeking skilled a Partnership Manager to join their team.

Your New Role

Working closely within the business development team, you will be responsible for overseeing relationship management and client experience with HNW clientele.

• Relationship Management: Work closely with Business Development Directors to drive portfolio growth across Asia Pacific Markets
• Provide advisory and consultation on tax, financial, estate planning and more
• 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 7+ years of demonstrated success working with HNW customers, with a strong technical expertise and advisory skills

• Experienced within Accounting, Tax or Trusts in Big Four or Accounting Firm
• Excellent communications and presentation with corporate clients or family offices
• Prior exposure within consulting firms will be an advantage
• Fluency in English, Cantonese & Mandarin

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 contact The Upside Group.

UPSIDEGROUP.CO

Your New Company

As a growing leader within Asia’s asset management sector, this organization is a top destination for industry talent, driving innovation and excellence in Digital and traditional investments. They are seeking a skilled an Investment Professional to join their dynamic asset management team, contributing to pioneering Digital Currency ETF and Investment strategies.

Your New Role

• Asset Management & Investment Strategy: Lead the daily management of Digital Currency/Bitcoin ETFs within the asset management framework, ensuring compliance with SFC.
• Spearhead or contribute significantly to the design and management of active ETFs and private investment funds, encompassing both crypto and traditional assets. Analyze market trends to develop and execute sophisticated investment policies, strategies, and asset allocation plans to optimize portfolio performance.
• Risk Management & Compliance: Conduct thorough investment risk assessments and implement robust risk management strategies to protect client assets.
• Market Intelligence & Innovation: Leverage deep expertise in asset management to tackle complex investment challenges, fostering cross-market collaboration
• Active investment fund management or significant involvement in fund product development within asset management

Your Background

• Bachelor’s degree in Finance, Business, or a related discipline.  Along with relevant certifications such as CFA or equivalent
• 5+ years of proven experience in ETF management
• Licensed as an SFC Responsible Officer (Type 9).
• Strong understanding of the SFO, Fund Manager Code of Conduct, and Code on Unit Trusts and Mutual Funds.
• Passion for opportunities in crypto, digital assets within an asset management framework.
• Fluency in written and spoken English, Cantonese, and Mandarin.

What You'll Receive in Return

Join a forward-thinking asset management organization offering exceptional career growth. Be part of a vibrant team shaping the future of crypto and traditional asset management.

Start Your Search Now

Contact THE UPSIDE GROUP to explore this opportunity.

For More Information

Visit: https://upsidegroup.co/

Introducing Your New Company

As a leading financial services group at the forefront of Asia, this organization is a top destination for industry talent, driving innovation and excellence. They are seeking talented Data Scientists to join their dynamic team, focusing on analytics and data engineering to deliver cutting-edge solutions.

Your New Role

• Data Science & Analytics: Build and deploy high-quality machine learning models using Python, including traditional and Generative AI solutions tailored to business needs. Conduct exploratory data analysis, advanced feature engineering, and assess data sources to align with project goals. Maintain clear documentation for transparency and reproducibility, while proactively updating models and staying ahead of industry trends.
• Data Engineering & Synergy: Support the development of robust data pipelines for seamless integration and enhance data governance and quality standards. Evaluate data tools and platforms, providing actionable insights to improve data practices across teams and drive synergy.
• Market Intelligence & Innovation: Leverage expertise in data science and analytics to support business challenges, fostering cross-market collaboration and contributing to innovative strategies that drive revenue and operational efficiency.

Your Background

• MA/BA within Data Science, Mathematics, Stats or Computer Science or a related field.
• 5+ years of experience in data science and machine learning, with expertise in Python and ML libraries and DevOps workflows.
• Hands-on experience with Generative AI frameworks and their applications.
• Proficiency in data engineering tools and cloud platforms
• Strong problem-solving, analytical, and collaborative skills, with a proactive approach to learning and innovation.

What You'll Receive in Return

Join a forward-thinking organization offering career growth, regional exposure, and the opportunity to work with APAC senior management on innovative data-driven solutions.

Start Your Search Now

Contact THE UPSIDE GROUP to explore this opportunity.

For More Information

Visit: https://upsidegroup.co/