join Well Link Financial Group
Well Link Financial Group is people-oriented and strives for excellence. If you want to join our elite team, you are welcome to send your resume to the mailbox.
Well Link Insurance:careers@wli.com.hk
Well Link Bank:recruit@wlbank.com.mo
Insurance-Assistant General Manager
Job Responsibilities:
· Lead the team to achieve the business targets as assigned by the company
· Formulate and implement business development initiatives to different target segments including local customers and MCV customers
· Able to collaborate with other internal business teams
· Gather market intelligence and contribute to overall product and marketing strategies of Well Link Life
· Develop and implement internal controls and procedures for broker on-boarding, due diligence and compensation management
· Monitor sales and operation functions to ensure all business activities comply with internal and external regulatory requirements
· P& L accountable, prepare sales and budget plans
· Provide sales team management and coach account managers to develop relevant knowledge and skills
Job Requirements:
· 5 year+ experience in brokerage sales/sales management experience
· Solid experience with both Local and MCV markets
· Resourceful
· Good spoken and written English and Mandarin
· Proficiency in MS Word, Excel, PowerPoint
· Strong presentation and relationship management skills
· Helpful, outgoing, independent and flexible
Insurance-Administrative Officer
Job Responsibilities:
· Provide general administrative support to the office daily operation, including office & pantry supplies, equipment maintenance, data entry, expenses claim, documents filing, etc.
· Perform receptionist duties including handling email and phone /walk in enquiries and greeting guests, managing couriers and mails
· Assist to plan, organize and provide coordination support for business meetings, conferences, seminars, visits and events
· Coordinate with internal staff and contractors for job arrangements and follow up actions
· Perform other ad-hoc duties assigned by supervisor
Job Requirements:
· Diploma or above
· Willing to learn and take up responsibility
· Excellent time management, systematic, detail-oriented and result-driven with ability to multi-tasks
· Proactive, flexible, detail-oriented, customer-oriented, good telephone and customer handling skills
· Presentable with outgoing and pleasant personality
· Good command of English, Cantonese and Mandarin
· Proficiency in MS Office, including MS Word and Excel and Chinese word processing
· Immediately available is preferred
Insurance-Risk Analyst
Job Responsibilities:
· Build and enhance risk models and tools to support data-driven decision-making processes
· Analyze large datasets to identify trends, insights, and areas for improvement within the Company risk and control frameworks
· Responsible for second line of defense data quality, ensuring high quality dashboards for key risk and control data are developed and maintained
· Collaborate with various departments to gather and validate risk data for integration into the ERM framework
· Support Chief Risk Officer in maintaining and operating an effective risk governance structure on a day-to-day basis
· Assist in conducting risk assessment, including stress testing and scenario analysis to identify and mitigate risks
· Assist in the Own Risk and Solvency Assessment process
· Prepare risk-related reports and presentations
· Support ad hoc projects and initiatives as directed by the Chief Risk Officer
Job Requirements:
· A degree in Mathematics, Statistics, Actuarial Science or related discipline
· Strong mathematical background with the ability to work effectively with large datasets
· Proficiency in Excel modelling, VBA, or other programming languages (Python, Java, SQL, etc.);
· Familiarity with data visualization tools;
· Good report writing, presentation and verbal communication skills in both English and Mandarin
· Prior experience in risk management, analytics or a related field is an advantage
· Familiarity with enterprise risk management frameworks, regulatory reporting processes, or governance structures is beneficial
· Fresh graduates with a strong academic background and relevant skills are encouraged to apply
Insurance-Business Analyst
Job Responsibilities:
· Assist in Life Operations projects, including preparing requirements to improve workflow, e-Application platform & automation; prepare/conduct UAT etc;
· Participate in drafting operation manuals and guidelines relating to the department;
· Assist management in driving initiatives to uplift operations efficiency and customer experience with application of digital strategy;
· Work effectively and efficiently with cross-functional departments and external parties to ensure projects are delivered on time, within budget and aligned with company strategy;
· Perform any ad-hoc duties as assigned.
Job Requirements:
· Degree holder in any discipline.
· Experience in individual insurance, preferably in operations or project teams.
· Fresh graduates are also welcome to apply.
· Excellent business analysis, problem-solving, and critical thinking skills.
· Strong stakeholder management and communication abilities, with the confidence to influence cross-functional teams.
· Proven track record of delivering operational improvements and implementing new systems and processes.
· Familiarity with business analysis methodologies and tools.
· Ability to translate complex technical information into clear, user-friendly documentation.
· Committed to continuous improvement.
Insurance-Senior Manager, Legal and Compliance
Job Responsibilities:
· Corporate governance and relevant guidelines, Intermediary's conduct related regulations, market conduct, product and marketing related regulations.
· Develop and launch compliance programs (e.g., gap analysis, compliance checklist, risk assessment, etc.), monitor overall compliance therewith, identify deficiencies and recommend improvement and control measures.
· Assist in formulating compliance framework and relevant policies and procedures for the compliance of relevant laws, guidelines, and regulatory requirements.
· Identify and assess the compliance risks associated with the organization's distribution related business activities, including new agents/brokers recruitment/selection/registration, sales conduct, discipline, complaint and any other related matters.
· Develop and implement written compliance policies and guidelines for agency/broker distribution channels on the appropriate implementation of the laws, regulations, rules, code of conduct, standards and best practices.
· Assist to assess the appropriateness of compliance policies, procedures and guidelines related to the distribution channels, ensure a follow-up of any identified deficiencies, make recommendations for amendments, where necessary, and supervise the implementation of corrective measures to mitigate the identified deficiencies.
· Conduct investigation on agents/broker's fraud, mis-selling, compliant from both client and/or regulator.
· Draft and assist in reviewing insurance agents related materials (e.g., contracts, forms, policies, manuals, training deck, etc.) and arrangements.
· Draft company-wide legal and compliance related policies and procedures.
· Monitor and ensure the relevant functions/business units remain compliant with legal and regulatory requirements and other internal policies and procedures.
· Conduct regular compliance update exercise/ review and testing.
· Provide support for the new development and updates on applicable laws, guidelines, and regulatory requirements.
· Assist in preparing and updating compliance training materials and provide regular compliance training to staff.
· Handle General Insurance legal cases, including claims disputes and regulatory compliance, ensuring adherence to relevant GI regulations.
· Review legal documents and contracts, legal provision of insurance policies and related documents.
· Keep updated on key legislations and statutory regulations and their developments that would have impacts on the company's business and assist relevant business functions in revising the Company's policies and procedures accordingly.
· Provide advice and guidance on questions of law and practice in relation to impacts upon the Company, especially focusing on Insurance Ordinance and Personal Data (Privacy) Ordinance.
· Manage General Insurance legal cases, encompassing claims disputes and regulatory compliance, while ensuring adherence to applicable General Insurance regulations.
· Prepare thoroughly for court appearances concerning legal matters, including the drafting of legal documents and organizing case materials.
· Represent the organization in court during legal proceedings.
· Perform other ad hoc / related duties as assigned by management to support Legal and Compliance Department.
Job Requirements:
· Bachelor’s degree in law or related disciplines.
· Minimum of 5 years' relevant experience in compliance related disciplines, preferably from insurance industry.
· Prior experience in managing legal cases related to General Insurance and providing associated legal support is highly preferred.
· Practical experience in company secretarial matters and duties are preferred but not a must.
· Integrity and honesty, self-initiative, independent, detail oriented with good inter-personal skill and strong analytical mind.
· Able to work under pressure and meet deadlines.
· Good command of spoken and written English and Chinese.
· Proficiency in the use of Microsoft Excel, Word and PowerPoint.
· Candidate with less experience will be considered as Manager, Legal and Compliance.
· Immediate availability highly preferred.
Insurance-Customer Service & Policy Administration Officer
Job Responsibilities:
· Manage inbound and outbound hotline services, providing support for customer inquiries and service requests.
· Address customer complaints related to underwriting, policy services, and claims.
· Contact customers for follow-ups and respond to inquiries.
· Assist in the preparation and updating of the Operations Manual.
· Report issues to supervisors and identify potential complaints to improve services.
· Provide support for day-to-day operations and accept additional responsibilities as assigned by supervisors.
· Handle policy administration and renewal within service standards and specified authority.
Job Requirements:
· HKDSE - Level 2 or above in 5 subjects, including Chinese, English, and Mathematics, or equivalent education.
· Insurance Intermediaries Qualifying Examination (IIQE) Paper 1 & 3 qualifications are a must.
· 1-3 years of experience in the life insurance industry, with a strong understanding of policy administration and customer service.
· Familiarity with guidelines from the Hong Kong Insurance Authority, the Anti-Money Laundering and Counter-Terrorist Financing Ordinance, and the Personal Data Privacy Ordinance.
· Proactive, self-driven, with strong collaboration and problem-solving skills.
· Ability to manage complex issues and tight deadlines.
· Excellent written and verbal communication skills.
· Proficient in Microsoft Office (Word, Excel, PowerPoint) and Chinese word processing.