Set mandates and benchmarks for all the Company’s Investment portfolios and monitor execution of all mandates to ensure adherences to all MAS as well as internal limits and investment requirements. Responsible for portfolio analytics to support performance measurement and review against benchmarks, investment solutioning and investment analysis.
Utilize internal investment analytics and monitoring reporting from Asset Owner perspective to enable strategic discussions to enhance competitiveness of our insurance product as well as new product development.
Facilitate investment governance and control including monitoring asset exposures, investment risk limits, investment/portfolio mandate monitoring and all internal control assessment. Facilitate monthly investment sign-off to support month-end closing and regular regulatory filing to external parties and regulators
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Ensure information received from the local business units complies with Group standards for both financial and management reporting.
Prepare analytical review and other financial reporting deliverables for IFRS, EV, HKRBC, LCSM, HKFRS, Bermuda and management reporting.
Support Group Office and local business units on relevant Group financial reporting and analysis matters by providing timely and satisfactory response on all queries to enable business decisions.
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Identify, investigate, and escalate potential fraud, abuse, or leakage risks, working closely with the Fraud Investigation Unit and relevant stakeholders to support effective risk mitigation.
Manage claims requiring additional information by preparing clear, professional, and compliant correspondence to claimants, healthcare providers, and third parties, ensuring timely follow‑ups and resolution.
Resolve payment discrepancies and suspense items through coordination with Finance, customers, and internal teams to ensure accurate and timely settlement.
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Ensure claims are processed within defined turnaround time (TAT), productivity, and quality benchmarks, balancing speed with accuracy and service excellence.
Identify, investigate, and escalate potential fraud, abuse, or leakage risks, working closely with the Fraud Investigation Unit and relevant stakeholders to support effective risk mitigation.
Manage claims requiring additional information by preparing clear, professional, and compliant correspondence to claimants, healthcare providers, and third parties, ensuring timely follow‑ups and resolution.
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Provides support on project execution such as preparing user requirements, quality control and coordinates with stakeholders to ensure the smooth and timely delivery on project
Adjudicate problem solutioning between stakeholders; offer technical expertise to identify fact based solutioning.
Prepare Test requirement and test environment to ensure that it is comprehensive and meet the User Acceptance Test (UAT) needs.
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Develop relationship across the entire bank partnership chain ie. corporate banking team, wealth management team, regional managers, branch managers, business managers, cross-selling executives, product champions etc. to obtain referrals from bank partners for EB leads.
Perform sales activities either face-to-face or virtually from prospecting, proposal generation, presentation, negotiation until sales closure and on-boarding.
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Support Group and Local Finance and Investment Operations teams, and other relevant stakeholders on daily investment accounting matters as well as projects and initiatives.
Assess, recommend and implement improvements in investment accounting processes and systems to improve effectiveness and efficiency of daily processing, including interdependencies with upstream/downstream processes and systems and incorporation of changes onto Business Process Manuals.
University Degree in Accountancy or related fields.
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Support employee movement activities including hires, job changes, internal transfers, resignations, and terminations.
Monitor and follow up on payroll‑related aging items such as job changes, terminations, and expiring contracts to ensure timely processing before Payroll integration is cut off.
Perform OCR validation and other periodic checks to support payroll and downstream accuracy.
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