Introducing Your New Company

Join a life insurance firm based in Hong Kong, dedicated to delivering innovative financial solutions and protection to individuals and families.

Your New Role

In this pivotal leadership position as Head of Legal and Compliance, you will spearhead the organization's efforts to navigate complex regulatory landscapes, deliver sound legal counsel, and uphold the highest standards of governance. Your primary focus will be on building robust frameworks that safeguard the business while supporting strategic initiatives.

• Gaining deep insights into pertinent laws and rules affecting core operations, and crafting comprehensive guidelines, protocols, and systems to guarantee full adherence to all relevant statutes and oversight demands.
• Keeping abreast of evolving laws, standards, and directives that could influence the firm's activities, spearheading advocacy efforts during policy consultations, and devising implementation strategies to adapt the business accordingly.
• Managing the routine application of local compliance measures in Hong Kong, covering areas like combating financial crimes, preventing bribery, fair competition practices, managing conflicts, sanctions compliance, and protecting personal information.
• Overseeing the upkeep of detailed logs for significant compliance duties and official filings, ensuring all documentation is precise and aligned with operational needs.

On the legal side, you will:

• Offer expert opinions on operational aspects such as product innovation, sales strategies, risk assessment, claims processing, and policy management.
• Prepare, evaluate, and finalize diverse agreements including insurance policies, partnerships with reinsurers, vendor deals, and distribution contracts, confirming they meet legal norms, market standards, and internal directives.

Your Background

• 8+ years of PQE experience
• Proficiency in English and Cantonese is essential
• Solid track record in legal advisory, risk management, and oversight within the insurance field, ideally life products
• Relevant compliance expereince in insurance industry

What You'll Receive in Return

This opportunity offers a competitive compensation package, including attractive salary, performance bonuses, comprehensive health benefits, and retirement plans. You'll enjoy professional development support, flexible working arrangements, and the chance to contribute to a respected institution shaping the future of insurance in Hong Kong.

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 a leading Global Insurance Group at the forefront of Asia, this prestigious organization attracts top-tier talent with its commitment to innovation and growth across the Asia Pacific region. They are currently seeking a skilled Events Management expert to join their dynamic team and drive impactful initiatives.

Your New Role

Working in close partnership with the Marketing and Sales Leadership Teams, you will lead the planning and execution of events to elevate brand presence and foster meaningful customer relationships.

• Event Planning & Coordination: Oversee the end-to-end management of events, coordinating logistics with internal teams and external vendors to ensure flawless execution, both pre-event and onsite.
• Engagement, cultivate strong relationships with event organizers, digital media platforms, and other stakeholders to amplify brand reach and drive engagement.
• Handle team ad-hoc tasks, including invoice processing, budget tracking, and expense reporting for events and campaigns.

Your Background

To succeed in this role, you should have 3+ years of relevant experience in event management, ideally within financial services, banking or hospitality

• A bachelor’s degree in marketing or a related field.
• Strong written and verbal communication skills in English and Chinese; fluency in Mandarin is essential.
• A proactive, enthusiastic approach with the ability to work independently and collaboratively.
• Exceptional organizational skills, attention to detail, and strong interpersonal abilities.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and a proven ability to manage multiple priorities.
• A professional demeanor and a passion for delivering high-quality results.

What You'll Receive in Return

This role offers an exciting opportunity for career growth, regional exposure, and collaboration with senior leadership across the Asia Pacific. You’ll play a key role in shaping the company’s brand and driving its success in a competitive market.

Start Your Search Now

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

For More Information Visit:

https://upsidegroup.co/

Introducing Your New Opportunity

In this key role, you will directly manage the Claims and Policy Administration teams, drive effective, compliant, and customer-focused operations while apply expertise in life insurance processes to support operational efficiency.

Your New Role

• Lead and develop the Claims and Policy Administration teams, setting performance standards, coaching staff, and building operational capability across adjudication, settlement, policy issuance, endorsements, renewals, and servicing.
• Oversee end-to-end processes with hands-on expertise, implementing streamlined workflows, automation, and controls to improve speed, accuracy, fairness, and regulatory compliance.
• Monitor key metrics and trends, deliver insightful reporting, and drive continuous improvements to enhance customer experience and strengthen risk management (including anti-selection and fraud controls).
• Define operational philosophy, update guidelines and ensure robust governance and audit readiness across claims and policy functions.
• Collaborate with IT on system enhancements, provide claims/policy input for new product launches, and deliver training to distribution partners on procedures, regulations, and case knowledge.

Your Background

• University degree (Bachelor’s or higher) in a relevant field
• 10+ years in life insurance operations administration, with specialised experience in claims management and policy administration
• Proven leadership managing claims and/or policy teams within the Hong Kong market
• In-depth knowledge of life insurance operational workflows, regulatory compliance, and risk controls
• Fluency in English and Chinese (Cantonese & Mandarin); professional qualifications (e.g. FLMI) highly preferred

What You'll Receive in Return

This senior leadership position offers significant ownership of core life operations, direct impact on process excellence and team performance.

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 Opportunity

A well-established and growing insurance firm with a strong Hong Kong presence is seeking a dedicated Case Manager oversee efficient case processing, act as the key liaison between distribution channels and operations, along with contributing to ongoing process improvements and transformation initiatives aligned with company goals.

Your New Role

• Oversee end-to-end case & new business submission processing, ensuring timely, accurate handling and smooth progression to policy issuance
• Verify document completeness and accuracy, while acting as the primary liaison between sales/relationship managers and underwriting teams
• Clearly communicate underwriting requirements, decisions, and rationale to distribution channels and resolve related queries or exceptions
• Coordinate with Operations, Compliance, Legal, and Finance on underwriting, compliance screening, policy issuance, and contract issues
• Support process improvements by maintaining up-to-date SOPs, contributing to product launches, leading assigned projects, and collaborating on form/questionnaire/system changes

Your Background

• University degree or equivalent in Business, Insurance, Finance, or a related discipline
• 5+ years of hands-on experience in case management, new business processing, or distribution support within the life insurance sector
• Solid understanding of life insurance underwriting, policy issuance workflows, compliance requirements, and distribution channel operations
• Strong attention to detail, excellent communication and stakeholder management skills, proven ability to handle exceptions under pressure, and proficiency in English and Chinese (Cantonese & Mandarin)

Candidates with less experience will also be considered

What You'll Receive in Return
This is a pivotal operational role with high visibility across distribution and new business operations, offering the chance to influence process efficiency, support business growth, and develop expertise in a stable, forward-looking insurer with opportunities for career progression.

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 Opportunity

A dynamic and progressive insurance organization with a solid presence in Hong Kong is on the lookout for a strategic Senior Manager, Strategic Channel & Propositions. In this influential position, you'll spearhead strategic marketing initiatives spanning distribution channels, product launches, corporate branding, and innovative digital approaches to expand the insurance firm’s presence.

Your New Role

Working closely with executive leadership, you'll define and implement forward-looking marketing plans that span multiple disciplines, delivering measurable growth and stronger market positioning.

• Develop tailored engagement channel distribution strategies and support tools (dashboards, toolkits, training) for brokers, agents, and partners, while aligning marketing with sales leadership to drive channel performance and key business metrics.
• Lead go-to-market and repositioning strategies for the product portfolio, creating differentiated positioning various features into compelling, segment-specific value insurance propositions for high-net-worth and affluent clients.
• Partner with product development teams to execute high-impact launches, leveraging AI-driven segmentation, targeting, and personalization to maximize effectiveness.
• Lead brand strategy, corporate communications, and thought leadership, while overseeing the creation of original multimedia content
• Champion Digital & AI adoption across marketing—automating processes, generating content and customer acquisition.

Your Background

• University degree in Business, Marketing, or related
• 8+ year experience within Insurance or related industry, with a strong track record in channel/distribution marketing, and strategic planning
  Deep knowledge of product positioning, brand building, campaign orchestration, and crafting compelling value propositions
• Proficiency in English and Chinese (Cantonese & Mandarin)
• Solid exposure to Digital & AI Marketing technologies, data analytics, and digital transformation trends

What You'll Receive in Return
This high-profile leadership opportunity provides substantial influence on marketing innovation and direction in a rapidly changing industry, close collaboration with top decision-makers, and clear pathways for ongoing professional growth in a stable, ambitious organization.

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

My client is one of the leading corporate bank. They are currently looking for a Internal Control Manager to oversee and enhance the bank's internal control environment, with a strong emphasis on IT controls within their financial and operational systems.

Your New Role

• Designing, implementing, and monitoring internal control frameworks to mitigate risks across banking processes, focusing on IT systems, data security, and transaction integrity
• Conducting regular assessments of IT controls, including access management, cybersecurity protocols, data privacy, and system reliability, to ensure compliance with banking regulations such as SOX, Basel III, GDPR, and ISO 27001.
• Collaborating with 1st line business units (e.g., corporate banking and operations) and 3rd line internal audit functions to identify control gaps, recommend improvements, and facilitate remediation efforts.
• Developing and delivering training programs on internal controls, with a spotlight on IT-related risks and best practices tailored to the banking sector.

Your Background

• A bachelor's degree in Accounting, Information Systems, Finance, or a related field; advanced degrees or certifications are highly valued.
• 5+ years of experience in internal controls, risk management, or internal audit within the banking or financial services industry, with proven expertise in IT controls (e.g., IT general controls, application controls, and cybersecurity assessments in banking systems).
• Strong preference for CISA (Certified Information Systems Auditor) certification; additional credentials like CIA, CRISC, or CPA are advantageous.
• Candidates from consulting background are welcomed

What You'll Receive

You will enjoy a competitive salary package, performance-based bonuses, comprehensive health benefits and opportunities for professional development.

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

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

Introducing Your New Company

Become a part of a premier international firm leading the charge in worldwide advancements and expansion.

Your New Role

• Oversee comprehensive treasury activities, covering routine cash handling, loan oversight from banks, compliance tracking for loans and agreements, and nurturing ties with banking partners.
• Manage lending and borrowing across affiliates, involving preparation of loan agreements, computing interest rates, processing transactions, and addressing currency risks as necessary.
• Ensure precise and current treasury documentation, including the primary bank account registry, aggregated reports on banking services and fees, and usage monitoring.
• Supervise the establishment and continual upkeep of banking accounts; oversee enterprise online banking systems, encompassing user configuration, permission controls, device token handling, and protective measures.
• Compile and integrate weekly comparisons of actual versus projected cash flows for the enterprise, emphasizing discrepancies and primary influences.
• Aid in the creation, recording, and rollout of treasury guidelines, workflows, and internal safeguards.
• Regularly refine the enterprise's cash projection framework to boost reliability.

Your Background

• Undergraduate qualification in Finance, Accounting, Economics, or an equivalent area.
• Firm comprehension of financial and accounting fundamentals, liquidity oversight, banking account handling, loan paperwork, and allied subjects.
• 3-5 years of pertinent treasury background in a business or global context; expertise in overseeing bank collaborations is beneficial.

What You'll Receive in Return

• Avenues for career enhancement and skill-building.
• Versatile work options.
• Nurturing group dynamic that prioritizes personal-professional harmony.

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 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