Insurance 保險

$10k - 20k, $20k - 30k, $30k - 40k, $40k - 50k, Bank 銀行業, Investment 投資, M06DJ

HSBC & HSBC Life 澳門招聘

 

香港上海滙豐銀行 The Hongkong and Shanghai Banking Corporation Limited

Established in 1972, HSBC Macau Branch offers a comprehensive range of banking services to its customers. Its retail banking and wealth management business focuses on the HSBC Premier service, which is HSBC's global wealth management proposition, offering unique banking and wealth management services to local citizens and customers with international background or needs. Its commercial banking includes import / export financing, commercial loans, payment and cash management, trade and supply chain, and SME banking services.

職位空缺 JOB OPENINGS:

Digital Platform and Channel Manager – RBW - Macau

Key Accountabilities / Impact on Business:

  • Manage the overall platform release plan and governance for ATM channel, Public Website, Online and Mobile Banking, and other digital platforms of MMO WPB Digital Product with Global Digital Foundation and Digital Platform Enabler

  • Manage the risk and control for MMO WPB Digital Platform, Self-Service Channels and Public Website with 2LoDs, CITRO and Risk and Control team

  • Work closely with different Value Stream to manage and enhance the digital journeys and Self-Service channels

  • Define communication plan for servicing nature to address the regulation for digital platforms and review communication material for digital platforms to ensure consistency and accuracy. Ensure consistency both within and across documents, brands and sub brands

  • Review customer insight from app stores, NPS and frontline, as well as work with frontline and production support team to triage production case and customers complaints

  • Participate and provide support in initiatives to improve processing efficiencies which may involve managing re-engineering initiatives and automation enhancement

  • Support and drive business initiatives/activities across products and cross business lines and cross borders to add value to the business

  • This role will play a transformational role in the business by re-imagining the role of channels

  • Manage the distribution strategy to support an offline business and reconstruct it for a digital & mobile-first world with a customer centric focus. This will require innovation on customer targeting models and channels & formats of distribution

  • Working closely with Products and Proposition teams, the candidate will use their expertise in online media, digital commerce & HSBC Digital as a Channel (DaaC) operations to bring their strategy to life

Experience, Skills and Qualification:

  • Good understanding of user experience and mobile app/web best practice

  • Subject matter expertise of channel, including technical, commercial, marketplace and customer considerations

  • Innovative – the ability to approach things differently or do different things to deliver goals

  • Strong communication skills, both written and verbal, to explain complex or technical issues

  • Good relationship management skills to satisfy a wide range of internal and external customers with conflicting priorities

  • Excellent time management and prioritisation of projects and tasks

  • High levels of resilience and self-motivation

  • Basic understanding of coding

General Banking Officer - RBW Macau

Key Accountabilities / Impact on Business:

  • Ensure that banking hall environment is friendly, efficient & professional, with effective merchandising.

  • Providing one-stop personal banking services, handling customers’ enquiries and resolving customers’ complaints promptly, efficiently and professionally.

  • Support GBM / BM on executing and implementing S&S plan for the branch and ensures the performance objective are achieved.

  • Support and complete the CDD/EDD/RFI related reviews and documentations with good quality and critical thinkings

  • Collect market intelligence, & report customer feedback, usage, receptiveness etc.

  • Comply with financial crime risk guideline, observe Group Compliance Policy and maintain awareness of operational risk and minimize the likelihood of it occurring.

  • Complete the data entry and the processing of documents on new business intakes received.

  • Providing consistent high level service delivery and efficiency to Premier and general banking customers.

  • Work collaboratively and communicating persuasively, emphasizing teamwork, diversity and knowledge sharing with working parties.

  • Assist in driving the Bank’s value and build a customer centric and risk adverse culture

  • Comply with all sales regulations and operation guidelines/procedures by ensuring all compliance requirements, both internal and external are adhered to

  • Support Premier Center/Premier Counter improvement initiatives, providing customer feedback of our service and ensuring compliance with statutory / audit requirements

Experience, Skills and Qualification:

  • Customer service focused mindset

  • Prior banking industry experience would be preferable

  • Fluent in spoken and written in English, Chinese and Putonghua

  • Good communication and interpersonal skills

  • Aspired to develop your career in sales and servicing roles at retail branches

Counter Services Officer - RBW - Macau

Key Accountabilities / Impact on Business:

  • Provide exceptional customer service ensure that we are friendly, efficient & professional and attentively address their needs

  • Accurately conduct the cash transactions and verify for any forgeries and discrepancies

  • Manage cash flow by recording all cash and coin transactions

  • Identify opportunities to perform business referrals to sales team by understanding the customers’ needs

  • Support the CSM / BM in developing & implementing S&S plan for the branch. Ensures the performance objective set are achieved

  • Support to implement and execute FCR activities and complete the RFI/CDD with quality and critical thinking as well as promptly raising UAR when unusual transactions were identified.

  • Assist in driving the Bank’s value and build a customer centric and risk adverse culture

  • Work collaboratively and communicating persuasively, emphasizing teamwork, diversity and knowledge sharing with working parties

  • Comply with all regulations and operation guidelines/procedures by ensuring all compliance requirements, both internal and external are adhered to

  • To contribute the continuous improvement of the Bank’s service

  • Ensure compliance with statutory / audit requirements

Qualifications:

  • Customer-service focused mindset

  • Preferably with general understanding of bank products and services

  • Prior banking industry experience would be preferable

  • Good communication skill in English and Chinese is preferred

  • Good communication skill and basic computer knowledge

  • To be considered for this role, the relevant rights to work in Macau is required

Apprentice / Internship Program

Description:

HSBC is one of the world’s largest banking and financial services organizations. We serve more than 40 million customers across a network that covers 64 countries and territories.

We aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and economies to prosper, and ultimately helping people to fulfil their hopes and realize their ambitions.

We are seeking energetic and responsible Apprentice to join our Bank. The Programme is for students looking to gain practical experience and build the skills needed for a long and successful career in banking. We also look to the programme to provide a pipeline of talent for our management programmes and entry-level permanent roles.

Job roles & Responsibilities:

  • Understand the overall concept and functionality aspect of the department.

  • Perform administrative duties to support the smooth operations flows within the department, eg manage database and records.

  • Co-ordinate and participate in bank activities and networking events.

  • Shadow position within the department as part of “on the job training” for a variety of duties.

Job Requirements:

  • College student, preferably with discipline of Business Administration or equivalent.

  • Proficient computer skills including Microsoft Office suite of Word, Excel, PowerPoint.

  • Self-directed and able to work with less supervisor.

  • Good communication skill.

  • Keen to learn new knowledge and adaptive.

  • Long-term relationship for 6 months and above preferable.

  • Year 2 - Year 3 Student preferable.

OUR BENEFITS

We offer comprehensive and competitive remuneration package with benefits proposition to meet diverse needs of workforce:

  • Pension Fund

  • Medical insurance covering dependents and wellness

  • 18 days and above Annual leave

  • Bank holidays

  • Birthday leave, Festival early leave, Parental leave, Examination leave etc.

  • Preferential Banking Offers

  • Employee Education Benefits Program

  • Learning programs & Development Opportunities

Interested candidates, please apply directly via:

https://portal.careers.hsbc.com/careers?location=Macau

Manager, Performance, COO Office

Key Accountabilities / Impact on Business

  • Strategy Planning and Change Execution – support strategy planning and change management, either internally or externally driven, on a continuous improvement basis

  • Service Performance Management – supporting with managing any “services” delivered to business, with appropriate benchmarks, metrics and reporting on efficiency, effectiveness and success of those “services”

  • Governance & Documentation – provide support in ensuring appropriate and consistent governance is developed and implemented with robust documentation and supporting management• People agenda – support development and execution of people engagement plan for GCOO and wider Macau teams

  • Continue to improve the oversight and governance of third-party management to enable more forward-looking governance environment as well as support the ongoing management of third-party engagements

  • External engagement – including planning and executing CSR calendar, and supporting industry association’s activities

  • Ad hoc initiatives/ requests from time to time in support of CEO/ COO/ Performance team.

Job Requirements

  • Extensive experience in banking/ financial services, preferably in a global organization

  • Educated to graduate degree level in business management related field or associated relevant business experience

  • Knowledge with proven experience preferred in financial budgeting, strategic planning, communication, and people management processes• Proven project management experience with an ability to influence senior stakeholders

  • Previous background of working in a matrix organization structure; ability to persuade individuals at different levels

  • Strong data analytics skills is an advantage

  • Good verbal and written communications skills required in English; other language abilities are advantageous

  • Good application of MS Office, with sound knowledge in MS Excel, MS PowerPoint; Additional data management skills such as excel VBA or programming capability will be preferred.

OUR BENEFIT

We offer comprehensive and competitive remuneration package with benefits proposition to meet diverse needs of workforce:

  • Pension Fund

  • Medical insurance covering dependents and wellness

  • 18 days and above Annual leave

  • Bank holidays

  • Birthday leave, Festival early leave, Parental leave, Examination leave etc.

  • Preferential Banking Offers

  • Employee Education Benefits Program

  • Learning programs & Development Opportunities

You’ll achieve more when you join HSBC.

Interested candidates, please apply directly via:

https://apply.careers.hsbc.com/job-invite/55040/

Business Performance Management Manage

We are currently seeking an experienced professional to join our team in the role of Business Performance Management Manager

Key Accountabilities / Impact on Business

  • Plan, prepare and monitor the overall business performance in RBW including financial MI (FRP, monthly forecast submission, on the ground financial related submission, etc) and cost control monitoring activities.

  • Support and plan the implementation of staff incentive framework

  • Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.• Build and maintain awareness and accountability for overall business performance in RBW

  • Be open, dependable and connected to ensure the alignment with stakeholders to deliver business strategies and objectives.

  • Work collaboratively and communicating persuasively, emphasizing teamwork, diversity and knowledge sharing with working parties.

  • Support to implement operational and process re-engineering and enhancement initiatives

  • Contribute to effective product management per Group strategy to drive efficiency

Job requirements

  • The job holder must be innovative, self-motivated and a critical thinker. He/she should have good interpersonal and communication skills and the ability think and react quickly and positively when facing unusual situations. He/she is expected to be creative, flexible and able to work within guidelines provided.

  • This job roles is vital to the development of RBWM business in terms of supporting functions.

  • University graduate (with major in Finance/Accounting preferable)• Sound knowledge and experience on Business Finance

  • Good planning, analytical, project management and interpersonal skills

OUR BENEFIT

We offer comprehensive and competitive remuneration package with benefits proposition to meet diverse needs of workforce:

  • Pension Fund

  • Medical insurance covering dependents and wellness

  • 18 days and above Annual leave

  • Bank holidays

  • Birthday leave, Festival early leave, Parental leave, Examination leave etc.

  • Preferential Banking Offers

  • Employee Education Benefits Program

  • Learning programs & Development Opportunities

You’ll achieve more when you join HSBC.

Interested candidates, please apply directly via:

https://apply.careers.hsbc.com/job-invite/54765/

Assistant Vice President

We are currently seeking an experienced professional to join our team in the role of Assistant Vice President.

Key Accountabilities / Impact on Business

  • Manage a portfolio of inbound GNB relationships in Macau, focusing on revenue growth, business development and risk management.

  • Originate and develop new GNB clients, with emphasis on cross-border opportunities between Macau and other countries.

  • Maximise relationship returns through strong account planning, disciplined sales/service execution, and wallet-share deepening for borrowing and non-borrowing customers.

  • Deliver client solutions by partnering closely with product teams, with key focus on Transactional Banking (GPS/GTS/MSS), Global Liquidity and Cash Management, Global Trade and Receivable Finance, Global Markets.

  • Maintain effective stakeholder management, including coordination with overseas HSBC Global Relationship Managers and key internal/external partners.

  • Apply credit and industry expertise to support sound lending decisions, ongoing monitoring, and portfolio quality.

  • Ensure compliance with Global Standards and local regulations, including GS-CDD/CDD, and uphold strong Financial Crime Risk controls across onboarding and ongoing relationship management.

Job Requirements

  • Bachelor’s degree or above; an Accounting or Finance degree is preferred.

  • Strong customer-centric mindset, with 2–3 years’ banking experience in wholesale banking (front-line or client-facing support experience preferred).

  • Demonstrated ability to deliver outcomes, with a solid foundation in banking products and services and a willingness to broaden product knowledge.

  • Good command of English, Cantonese and Mandarin.

  • Strong communication and presentation skills, with the ability to engage effectively with internal stakeholders and clients.

OUR BENEFIT

We offer comprehensive and competitive remuneration package with benefits proposition to meet diverse needs of workforce:

  • Pension Fund

  • Medical insurance covering dependents and wellness

  • 18 days and above Annual leave

  • Bank holidays

  • Birthday leave, Festival early leave, Parental leave, Examination leave etc.

  • Preferential Banking Offers

  • Employee Education Benefits Program

  • Learning programs & Development Opportunities

You’ll achieve more when you join HSBC.

Interested candidates, please apply directly via:

https://apply.careers.hsbc.com/job-invite/53275/

Manager Human Resources

We are currently seeking an experienced professional to join our team in the role of Manager Human Resources.

Key Accountabilities / Impact on Business:

  • Support to deliver the local people agenda in line with people strategy, ensuring strong execution across the employee lifecycle.

  • Maintain HSBC recruitment standards in a competitive labour market, co-ordinating end-to-end hiring activities and managing recruitment agency support where required.

  • Co-ordinate learning and development initiatives and employee engagement activities to strengthen capability, high performance, engagement and retention.• Support implementation of transformation and initiatives locally, driving adoption of processes, systems and ways of working.

  • Monitor and report key metrics and insights in partnership with the business to support workforce planning and decision-making.

  • Partner with Business Risk Control stakeholders to maintain an effective control environment, including risk mitigation activities and control matrix requirements.

  • Ensure compliance with internal policies/procedures and local legal/regulatory requirements, including accurate people records and required reporting.

  • Manage third-party vendors locally, including onboarding, supplier records, SLA/performance tracking, resolution and supporting regular review, and maintain audit-ready documentation

  • Co-ordinate vendor invoicing and payments by validating charges against agreed terms and ensuring correct cost allocation

Job Requirements:

  • University graduate, preferably with a degree in Human Resources, Organizational Psychology or a Business related discipline

  • With broad generalist human resources experience ideally in finance or banking

  • Good interpersonal, influencing and communication skills to interface with managers and colleagues at all levels across businesses and the region. Cantonese and/or Mandarin language skills will be required

  • Broad knowledge of human resources practices and policies is essential. Understanding of legal and regulatory frameworks in financial services in Macau will be an advantage

  • Challenge thought processes, encourage consideration of different perspectives, and encourage empathy to help leaders understand the behaviors of others.

OUR BENEFIT

We offer comprehensive and competitive remuneration package with benefits proposition to meet diverse needs of workforce:

  • Pension Fund

  • Medical insurance covering dependents and wellness

  • 18 days and above Annual leave

  • Bank holidays

  • Birthday leave, Festival early leave, Parental leave, Examination leave etc.

  • Preferential Banking Offers

  • Employee Education Benefits Program

  • Learning programs & Development Opportunities

You’ll achieve more when you join HSBC.

Interested candidates, please apply directly via:

https://apply.careers.hsbc.com/job-invite/57400/

IT Assistant Manager

We are currently seeking an experienced professional to join our team in the role of IT Assistant Manager.

Key Accountabilities / Impact on Business:

  • Triage IT incidents by assessing impact and urgency, escalating to relevant stakeholders, coordinating immediate recovery actions, and providing regular status updates throughout the event lifecycle.

  • Collaborate with system owners to perform root cause analysis, define and implement remediation and improvement plans, and track progress to completion with clear milestones and governance.

  • Maintain and operate local IT risk management procedures, ensuring they remain current, consistently applied, and aligned with the applicable control environment.• Ensure technology risk practices satisfy regulatory expectations and internal audit requirements, with appropriate evidence, traceability, and readiness for review.

  • Partner with Risk Steward to prepare and submit regulatory risk assessment and gap analysis on cyber security and electronic banking systems, ensuring alignment with global standards and compliance with local regulatory requirements.

  • Manage the technology risk issue register by maintaining clear ownership, agreed target dates, documented remediation plans, and auditable evidence to support timely and effective closure.

Job Requirements:

  • University degree in Computer Science or related discipline.

  • Over 6 years of experience in a relevant IT discipline. Prior exposure to cybersecurity and/or the financial services industry is desirable.

  • Strong incident analyst and problem-solving skill.• Good understanding of the ITIL, SLA, OLA and IT Cyber Security.

  • Capable to manage communications effectively including the capacity to articulate technical solutions for business’ understanding.

  • Strong team spirit, quality oriented and attentive to details.

  • Non-office hour and weekend support may require for handle incident and planned change.

  • Proficiency in both English and Mandarin.

OUR BENEFIT

We offer comprehensive and competitive remuneration package with benefits proposition to meet diverse needs of workforce:

  • Pension Fund

  • Medical insurance covering dependents and wellness

  • 18 days and above Annual leave

  • Bank holidays

  • Birthday leave, Festival early leave, Parental leave, Examination leave etc.

  • Preferential Banking Offers

  • Employee Education Benefits Program

  • Learning programs & Development Opportunities

You’ll achieve more when you join HSBC.

Interested candidates, please apply directly via:

https://apply.careers.hsbc.com/job-invite/57920/

You’ll achieve more when you join HSBC.

www.hsbc.com/careers

Please scan the QR code for our career opportunities and applications:

 

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.


 

HSBC Life (International) Limited – Macau Branch

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC Life is a world-class institution where you can specialise in Insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make. At HSBC Life we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific region.

Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realise the full potential of being part of HSBC.

Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

We are currently seeking an experienced professional to join our team in the role of Insurance Specialist - HSBC Life

職位空缺 JOB OPENINGS:

Manager, Operations and Customer Service

Role holders will carry out activities that will include most of the following:

  • Lead Macau Operations and Customer Service team to deliver best-in-class customer servicing experience across insurance policy lifecycle, covering New Business, Policy Services and Claims

  • Optimize daily branch operations and ensure seamless executions, partnering with relevant stakeholders in Macau and Hong Kong, while ensuring full adherence to regulatory requirements and internal controls

  • Drive transformative improvement initiatives to improve customer journey by identifying pain points and root causes with actionable solutions

  • Oversee the regulatory related filings to AMCM

Key Accountabilities / Impact on Business:

  • Deliver high-quality customer servicing activities across New Business, Policy Services and Claims, meeting agreed service standards and customer outcomes

  • Ensure operations are conducted in compliance with Group requirements and local regulatory obligations, supported by robust internal controls and effective quality assurance

  • Regularly review and enhance administrative procedures to improve efficiency, reduce risk, and strengthen customer experience

  • Own and coordinate AMCM filings and company record maintenance, ensuring accuracy, completeness, and timeliness through close partnership with relevant stakeholders

  • Drive system and process enhancements to support business growth, service scalability, and improved turnaround times

  • Lead and develop the Macau operations team, ensuring appropriate capacity, capability, and performance management

  • Maintain strong working relationships with Macau branch stakeholders and HSBC Life Hong Kong teams, providing effective communication, escalation, and management information

Experience, Skills and Qualification:

  • Degree graduate in business or a related field

  • Proven experience in life insurance operations and customer service, with people leadership experience

  • Track record of delivering process improvement and change initiatives with measurable outcomes

  • Strong planning, problem-solving and organizational skills

  • Self-motivated and proactive with the ability to prioritize with limited guidance

  • Excellent interpersonal, negotiating and influencing skills

Wealth Planning Specialist – HSBC Life, Macau

滙豐人壽保險 - 理財策劃顧問

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC Life is a world-class institution where you can specialise in Insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make. At HSBC Life we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific region.

Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realise the full potential of being part of HSBC.

Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

We are currently seeking an experienced professional to join our team in the role of Wealth Planning Specialist.

滙豐保險是一家世界一流的機構,您可以在這裡專注於保險,但可以享受成為領先的全球性國際銀行所帶來的優勢。保險關乎人,也關乎他們的承諾。在滙豐保險,我們通過為整個亞太地區的客戶提供各種各樣的人壽保險產品和服務,幫助兌現這些承諾。

Principal Accountabilities 主要職責

  • Provide specialist advice to customers on appropriate insurance solutions and support end to end insurance sales journey in order to ensure the insurance/ protection needs of customers are well fulfilled

    為客戶提供合適保險解決方案的專業建議,及在整個銷售過程提供支援,以確保充分滿足客戶的保險/保護需求

  • Identify and capture business opportunity from affinity/ customer referrals by supporting promotion booth / making outbound call.

    透過親緣關係/客戶推薦,及不同渠道如促銷攤位 / 進行電話對外銷售中發掘機會

  • Provide referral leads to Macau Branch staffs from identifying customer’s other wealth needs, or onboarding the non-bank customer

    以了解客戶的其他財富需求,或為非銀行客戶提供服務,為澳門分行的工作人員提供轉介

  • Manage customer’s insurance portfolio to ensure the highest rate of customer satisfaction and persistency

    管理客戶的保險組合,以確保最高的客戶滿意度和可持續性

  • Observe feedback from customers/ working partners and provide insight for streamlining process and coming up with new ideas on product solutions

    觀察客戶 / 工作夥伴的反饋,以提供意見精簡流程並改善產品解決方案

  • Developing business plans and formulating business strategies with sales leaders and implement the sales tactics assigned

    與主管一起制定業務計劃並製定業務戰略,執行分配的銷售策略

  • Collaborate with Branch Managers to effectively mobilize resources to delivery insurance solution for fulfilling the needs of customers

    與分行經理合作,有效調動資源以提交滿足客戶需求的保險解決方案

  • Promoting and enhancing the brand and image of HSBC Life and the Bank

    促進和提升滙豐保險和銀行的品牌和形象

  • Ensure that the service delivered by various branches are being benchmarked and are of top quality

    確保對各分行提供的服務進行基準測試,並達到最高質量

Qualifications 工作經驗要求

  • University Degree Holder

    大學學位持有人或同等學歷

  • Passed Insurance Intermediaries Qualifying Examination Paper 1, 3 and 5 is preferred

    持有有效保險中介人資格考試卷一、三 和 五

  • Experience in business development, client servicing or distribution support within banking or life insurance or other customer servicing industries

    有於銀行或人壽保險從事業務發展,客戶服務, 分銷工作等相關經驗

  • Knowledge in Life Insurance Products is preferred

    對人壽保險產品有透徹的了解

  • Strong coaching skills and strong business acumen

    敏銳的商業洞察力及有能力輔導團隊

  • Solid knowledge in driving and implementing business strategy

    有能力幫助推動與實施企業戰略

  • Strong proficiency in Microsoft Office

    熟悉Microsoft Office之操作如EXCEL、WORD等

  • Excellent Communications and Interpersonal Skills

    工作主動,具有良好的溝通能力、創新思維,及團隊協作意識

  • Fluent in English, Cantonese and Mandarin

    具流利的廣東話、普通話、英文語言能力

  • Candidate with less relevant experience may be considered for the position of Assistant Wealth Planning Specialist.

    具備較少相關經驗的候選人,將獲考慮聘任為助理財富策劃顧問

  • To be considered for this role, the relevant rights to work in Macau

    要被考慮這個職位,相關人士必須為有權利於澳門工作。

To be considered for this role, the relevant rights to work in Macau

要被考慮這個職位,相關人士必須為有權利於澳門工作。

Interested candidates, please apply directly via:

https://portal.careers.hsbc.com/careers?location=Macau

You’ll achieve more when you join HSBC.

www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited / HSBC Life (International) Limited.


You’ll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

$10k - 20k, $20k - 30k, $30k - 40k, $40k - 50k, Investment 投資, I-JSCM1, Urgent Hiring 急聘職位, M07CJ

閩信保險有限公司 (澳門分行) 招聘

 

誠聘以下職位:

澳門分行 - 助理經理

工作職責:

  • 協助分行經理管理分行的日常營運,持續梳理及優化作業流程,監督各項保險業務高效運作。

  • 嚴格遵循澳門金融管理局(AMCM)及相關監管機構之法規及指引,確保分行所有銷售及營運行為均符合法規要求。

  • 密切關注澳門保險市場趨勢及最新動態,洞察並挖掘市場潛在需求,向管理層提出具競爭力且可行的新產品開發,以及服務優化建議。

  • 推廣各類一般保險產品,策劃符合澳門本地客戶需求的宣傳推廣方案與行動計畫,並提供專業的行銷和核保支援。

  • 為銷售人員提供產品知識、銷售技巧、核保規範及合規培訓,引領團隊推動業務拓展及客戶服務。

  • 定期拜訪重點合作夥伴及企業客戶,建立並維持合作關係,鞏固業務基礎。

  • 積極配合並執行公司或上級指派之各項專案事務。

職位要求:

  • 必須為澳門永久性居民

  • 本科或以上學歷

  • 持有英國特許保險學會(ACII) 或澳大利亞及紐西蘭金融與保險學會(ANZIIF)資格者優先考慮

  • 具備8年保險業相關經驗,其中包含至少3年主管級管理經驗

  • 熟悉各類保險產品條款及具備出色解說能力者;具備與AMCM應對溝通經驗者優先考慮。

  • 以目標為導向,積極主動,具高度責任感;善於人際交往,擁有優秀的溝通協調能力與顧客服務意識

  • 具備敏銳的市場觸覺與扎實的銷售技巧

  • 熟練MS Office等文書軟體操作(Word、Excel)

  • 良好的中英文寫作能力,流利普通話、英文、及廣東話優先考慮

提供年終雙薪、12天年假、醫療及牙科福利、勤工獎、加班津貼、每週5天工作及享有銀行假期。

有意應徵者,可電郵個人中文履歷至 macau_recruitment@mxic.com.hk

或辦公時間致電:(853) 6696 6452

澳門分行 - 助理主任

工作職責:

  • 業務拓展與管道開發:協助拓展澳門財產保險業務,主動發掘潛在客戶及合作管道,積極引進新業務,擴大公司市場佔有率。

  • 產品推廣與行銷支援:協助推廣一般保險產品,向客戶清晰講解產品特點、保障範圍及優勢,提供專業的行銷支援。

  • 客戶服務與全流程跟進:提供全面的客戶服務,涵蓋售前諮詢、報價準備、投保手續辦理,以及售後的保單維護、續保跟進、理賠協助等工作。

  • 保單營運與文書處理:負責投保檔、保單及續保資料的整理與規範歸檔;密切跟進保費繳付情況,確保業務流程順暢高效。

  • 市場訊息搜集與回饋:定期搜集市場訊息、競爭對手動態及客戶需求變化,並向上級彙報,為優化業務策略提供參考依據。

  • 專項執行與交辦事項:高效完成部門主管交辦的其他臨時性任務、行政支持或專案項目。

職位要求:

  • 大專或本科以上學歷; 保險、工商管理或相關領域的學科優先考慮

  • 具備2-3年或以上保險業務拓展相關工作經驗者優先

  • 具備優良銷售技巧、人際交往能力與客戶服務意識; 工作態度積極主動、責任心強及高效處理日常工作

  • 熟練MS Office等文書軟體操作(Word、Excel

  • 良好的中英文寫作能力,流利普通話、英文、及廣東話優先考慮

提供 12 天年假、醫療及牙科福利、勤工獎、加班津貼及每週5天工作及享有銀行假期。

有意應徵者,可電郵個人中文履歷至 macau_recruitment@mxic.com.hk

或辦公時間致電:(853) 6696 6452

$10k - 20k, $20k - 30k, $30k - 40k, I-JSCM1, Investment 投資, Urgent Hiring 急聘職位, M06DJ

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$10k - 20k, $20k - 30k, $30k - 40k, $40k - 50k, $50k - 100k, I-JSCM1, Admin 行政, M06CJ

Fidelidade Macau 忠誠保險澳門招聘

忠誠保險 macau jobscall.me recruitment ad 澳門招聘-01.jpg
 

忠誠保險(Fidelidade – Companhia de Seguros, S.A.)是歐洲歷史最悠久的保險公司之一。忠誠保險是由 Fidelidade-Mundial 及 Império-Bonança 兩間保險公司合併而成,其公司起源於1808年。

忠誠保險自1999年起在澳門特別行政區開始發展人壽保險(包括私人退休基金)及非人壽保險業務。在澳門,忠誠保險積極為客戶提供最多元化的保險服務及為個人及企業客戶提供最佳的保障方案。

Fidelidade – Companhia de Seguros, S.A. (hereinafter referred to as “Fidelidade”) is one of the oldest insurance companies in Europe. Fidelidade arises from the merger between two insurance companies, Fidelidade-Mundial and Império-Bonança whose origins date back to the year 1808.

In the Macau SAR, Fidelidade is duly authorized to perform insurance activities through two branches for life (including private pension funds) and non-life insurance businesses since 1999. Fidelidade has been servicing Macau with a diversified range of solutions for the protection of individual customers and companies.

Know more about us 了解更多: https://www.fidelidade.com.mo/

職位空缺 OPEN POSITIONS

商務部 - 經理 Commercial Department - Manager

Ref. no.: FM.03.082026

職位內容 Responsibilities

  • 監控及管理商務部日常運作, 主要負責發展保險經紀及商業客戶

  • 部署和執行公司業務增長戰略

  • 與客戶經紀人建立並保持良好的關係

  • 尋找不同的業務發展渠道和機會

  • 分析不同銷售報告來到衡量目標實現情況

  • 分析數據並創建報告以確定業務增長領域

  • 激勵團隊成員共同完成銷售目標

  • Oversee daily operations of the Commercial departments, focusing in corporate and broker channels

  • Deploy and execute company strategies

  • Develop and maintain strong relationships with clients and brokers

  • Identify opportunities for new business development

  • Review performance and sales reports to measure productivity and goal achievement

  • Analyze data and create reports to identify areas of business growth

  • Motivate team members to collectively achieve business objectives

職位要求 Job Requirements

  • 工商管理,金融學相關學士學位

  • 必須擁有最少 4 年管理及保險銷售經驗

  • 有良好溝通和演講技巧

  • 解決問題的能力強

  • 有能力於壓力下工作

  • 精通英語,普通話及粵語

  • ACII ,ANZIIF或其他保險專業資格者優先

  • 澳門居民優先

  • Degree holder in Business Administration or related disciplines

  • Minimum of 4 years’ track record in insurance sales and management skills

  • Excellent in negotiation, presentation, and communication skills

  • Strong problem-solving abilities

  • Ability to work under pressure

  • Proficiency in English and Chinese (Cantonese and Putonghua)

  • Professional qualifications such as ACII or ANZIF is an advantage

  • Macau ID holder preferred

投資總監 Chief Investment Officer

Ref. no.: FM.02.082026

職位內容 Responsibilities

  • 制定並執行公司整體投資策略,確保投資方向與保險負債特性、風險偏好聲明及資本充足要求相一致,並符合公司長期發展目標

  • 全面管理公司投資組合,涵蓋固定收益、上市股票、私募債權、基金、結構性產品及不動產相關投資,對投資表現負最終責任

  • 主導資產負債管理(ALM),統籌資產久期、收益目標及流動性安排,支持分紅、儲蓄及萬用壽險產品的收益承諾

  • 建立並持續完善投資治理框架、投資政策聲明及風險限額體系,確保符合澳門金融管理局及集團的監管與合規要求

  • 管理投資相關的監管資本計提(HKRBC/償付能力框架),在風險可控前提下優化資本效率與風險調整後回報

  • 甄選、委任及監督外部基金管理人、託管行及投資顧問,定期評估其表現、費用合理性與風險控制

  • 主導投資項目的盡職調查與交易結構設計,包括歐洲私募債權、結構性融資、基金專戶及保費融資相關資產

  • 與精算、財務及風險管理部門緊密協作,支持IFRS 9/IFRS 17下的投資估值、會計分類及財務報告

  • 定期向管理委員會、董事會及集團投資委員會匯報投資表現、風險狀況與市場展望

  • 評估創新型投資機會(包括私募信用策略、數字資產產品等),推動投資端與產品端的策略協同

  • Develop and execute the company's overall investment strategy, ensuring alignment with the liability profile, risk appetite statement and capital adequacy requirements in support of long-term corporate objectives

  • Manage the company's investment portfolio across fixed income, listed equities, private debt, funds, structured products and real-estate-related investments, with ultimate accountability for investment performance

  • Lead asset-liability management (ALM), coordinating asset duration, yield targets and liquidity planning to support the crediting commitments of participating, savings and universal life products

  • Establish and continuously enhance the investment governance framework, investment policy statement and risk limit system, ensuring compliance with AMCM and group regulatory requirements

  • Manage investment-related regulatory capital charges (HKRBC/solvency framework), optimizing capital efficiency and risk-adjusted returns within a controlled risk envelope

  • Select, appoint and oversee external fund managers, custodians and investment advisors, reviewing their performance, fee reasonableness and risk controls on a regular basis

  • Lead due diligence and transaction structuring for cross-border investments, including European private debt, structured finance, managed accounts and premium-financing-related assets

  • Work closely with actuarial, finance and risk management teams to support investment valuation, accounting classification and financial reporting under IFRS 9/IFRS 17

  • Report regularly to the Executive Committee, the Board and the group investment committee on investment performance, risk profile and market outlook

  • Evaluate innovative investment opportunities (including alternative credit strategies and digital-asset-linked products), driving strategic synergy between the investment and product functions

職位要求 Requirements

  • 大學畢業或以上,主修金融、經濟、統計或相關範疇;持有CFA、FRM等專業資格優先

  • 七年以上資產管理、保險投資或跨境投資相關經驗,其中至少五年擔任投資管理或團隊負責人職位,並有良好的業績記錄

  • 熟悉保險資金運用邏輯及資本管理框架(HKRBC/償付能力II),具監管資本計提及風險偏好聲明制定經驗優先

  • 具備跨資產類別的實操經驗,包括固定收益、私募債權、結構性產品及基金投資,過往在國際大型基金公司或保險資產管理公司工作經驗優先

  • 熟悉跨境投資架構與合規要求,具香港證監會持牌業務、愛爾蘭/盧森堡基金結構經驗者優先

  • 具歐洲市場投資或盡職調查經驗優先;熟悉葡萄牙/歐洲保險集團運作者尤佳

  • 出色的財務建模、估值及投資分析能力,能獨立完成交易結構設計與敏感性分析

  • 具有優秀的溝通匯報能力,能向董事會及集團層面清晰呈報投資策略、組合表現與風險狀況

  • 流利的英語和中文書寫及溝通能力;懂粵語,普通話優先考慮

  • 持有澳門居民身份證或香港居民身份優先

  • Degree holder or above in Finance, Economics, Mathematics or related disciplines; CFA, FRM or equivalent professional qualifications preferred

  • 7+ years of experience in asset management, insurance investment or cross-border investment, with at least 5 years in an investment management or team leader capacity and a proven track record

  • Solid understanding of insurance capital deployment and capital management frameworks (HKRBC/Solvency II); experience in regulatory capital charges and risk appetite statement development preferred

  • Hands-on experience across asset classes, including fixed income, private debt, structured products and fund investments;experience in global asset managers or insurance asset managers preferred

  • Familiar with cross-border investment structures and compliance requirements; experience with Hong Kong SFC-licensed businesses and Irish/Luxembourg fund structures preferred

  • European market investment or due diligence experience preferred; familiarity with Portuguese/European insurance group operations a strong plus

  • Outstanding financial modelling, valuation and investment analysis skills, with the ability to independently design transaction structures and run sensitivity analyses

  • Excellent communication and reporting skills, with the ability to clearly present investment strategy, portfolio performance and risk profile to the Board and group level

  • Proficiency in written and spoken English and Chinese; knowledge of Cantonese and Mandarin would be preferable

  • Macau ID or Hong Kong residency preferred

商務部 - 助理總經理 / 副總經理 Commercial Department - Assistant General Manager / Deputy General Manager

Ref. no.: FM.01.082026

職位內容Responsibilities

  • 監控及管理商務部和銀行保險部門的日常運作

  • 部署和執行業務增長戰略

  • 與客戶、銀行代理和經紀人建立並保持良好的關係

  • 尋找不同的業務發展渠道和機會

  • 分析不同銷售報告來到衡量目標實現情況

  • 激勵團隊成員共同完成銷售目標

  • Oversee daily operations of the Commercial and Bancassurance departments

  • Deploy and execute company strategies

  • Develop and maintain strong relationships with clients, banks, agents, and brokers

  • Identify opportunities for new business development

  • Review performance and sales reports to measure productivity and goal achievement

  • Motivate team members to collectively achieve business objectives

職位要求Requirements

  • 工商管理,金融學相關學士學位

  • 必須擁有最少 10 年管理及保險銷售經驗

  • 具有最少 5 年管理經驗

  • 擁有豐富銷售管理,渠道開發,直銷和戰略設計方面經驗

  • 有良好溝通和演講技巧

  • 解決問題的能力強

  • 在能力於壓力下工作

  • 精通英語,普通話及粵語

  • FLMI或AAII其他保險專業資格者優先

  • 澳門居民優先

  • Degree holder in Business Administration or related disciplines

  • Minimum of 10 years’ track record in insurance sales and management skills

  • Minimum of 5 years’ working experience in senior role

  • Solid experience in sales management, channel development, direct selling, and strategy design

  • Excellent in negotiation, presentation, and communication skills

  • Strong problem-solving abilities

  • Ability to work under pressure

  • Proficiency in English and Chinese (Cantonese and Putonghua)

  • Professional qualifications such as FLMI and AAII is an advantage

  • Macau ID holder preferred

商務部 - 助理主任 / 主任 Commercial Department - Assistant Officer / Officer

Ref. no.: FM.03.072026

職位內容 Responsibilities

  • 負責處理商務部的日常工作

  • 與客戶合作夥伴建立並保持良好的關係

  • 推廣保險產品推動銷售

  • 為客戶合作夥伴提供優質和專業的客戶服務

  • 及時回應客戶合作夥伴查詢

  • 與內部保持緊密合作,確保提供優秀的服務

  • Support the daily operations of the Commercial department

  • Build and develop relationship with clients, intermediaries and partners

  • Promote insurance products to drive sales

  • Deliver quality and professional customer service

  • Respond to client enquiries in a timely manner

  • Liaise and work closely with back office to ensure excellence in service delivery 

職位要求 Requirements

  • 大學畢業或以上,主修財務、金融或相關範疇

  • 具銀行保險產品銷售經驗優先

  • 良好中英文書寫及溝通能力 (懂普通話優先)

  • 良好人際交往及演示技巧

  • 需性格開朗,主動及處事以客為尊

  • 善於與團隊建立良好的合作關係並能於壓力下工作

  • University graduate or above in business, finance, or related disciplines

  • Experience in insurance sales and relationship management preferred

  • Good command of spoken and written English and Chinese (Putonghua speaking preferred)

  • Strong interpersonal and presentation skills

  • Outgoing, self-motivated and client oriented

  • Able to work in a team and under pressure

管理委員會 - 執行董事 Executive Committee - Executive Director

Ref. no.: FM.02.062026

職位內容Responsibilities

  • 制定和實施促進公司使命的策略

  • 為達成公司既定的目標和目的制定全面的商業計劃,參與公司發展策略的制定,確保公司履行當中的信託責任,並以投資者和員工的最佳利益為行動準則

  • 向核下的管理部門提供指導和輔助以建立高效的領導團隊

  • 確保公司的日常營運和長期策略計劃符合既定政策,遵循道德規範和法律要求

  • 對公司投資計劃進行指導和監督

  • 建立並維持與股東、合作夥伴及外部政府機構之間的信任關係

  • 以提升公司形象為目標,擔任公司的公開演講和公共關係代表

  • 針對管理報告進行分析,並落實能夠提升公司財務及非財務狀況的相關措施

  • Develop and implement strategies aiming to promote the organization’s mission

  • Create complete business plans for the attainment of goals and objectives, participating with is vision for the key strategic plans, ensuring the company fulfills its fiduciary duty, acting in the best interests of its investors and employees

  • Build an effective team of leaders by providing guidance and coaching to department managers

  • Ensure adherence of the company’s daily activities and long-term plans to established policies, legal guidelines respecting ethical standards

  • Direct and oversee investments

  • Forge and maintain trust with shareholders, partners and external authorities

  • Act as the public speaker and public relations representative of the company in ways that strengthen its profile

  • Analyze management reports and decide on measures that add value to the company's financial and non-financial situation

職位要求Requirements

  • 大學畢業或以上,主修數學、精算學、金融或相關範疇

  • 擁有至少八到十年的管理經驗,並在執行董事或類似職位上有良好的業績記錄

  • 擁有十五年以上的精算、風險管理和財務管理經驗優先

  • 擁有多樣化的技術工作經驗及涵蓋多個領域,包括:保險產品的定價和風險評估、精算估值和報告、資產和負債管理、企業風險管理、風險評估和控制、資本管理(HKRBC/償付能力 II)、風險偏好聲明的制定、國際財務報告準則和投資組合管理

  • 具有制定策略和計劃的經驗

  • 對公司財務狀況及績效評估標準具備深入的理解

  • 對公司的治理原則和最佳管理方法有全面的認識

  • 較強的分析能力和解決問題的能力

  • 具有優秀的組織和領導能力

  • 流利的英語和葡萄牙語書寫和溝通能力;懂中文優先考慮

  • 具有較強的技術性和項目管理技巧

  • 出色的溝通和公開演講技巧

  • 持有澳門居民身份證優先

  • Higher degree in Mathematics, Actuarial Science, Finance or any other relevant fields

  • Minimum 8-10 years’ managerial experience and proven track record as Executive Director or similar roles

  • 15+ years in actuarial, risk and financial management will be preferable

  • Diversified technical work experience covering a wide range of area including pricing and risk assessment of insurance products, actuarial valuation and reporting, asset and liability management, enterprise risk management, risk assessment and control, capital management (HKRBC/Solvency II), development of risk appetite statement, IFRS and investment portfolio management

  • Experience in developing strategies and plans

  • Strong understanding of corporate finance and measures of performance

  • In depth knowledge of corporate governance principles and managerial best practices

  • Strong analytical abilities and problem-solving skills

  • Outstanding organization and leadership abilities

  • Proficiency in written and spoken and written English and Portuguese; knowledge of Chinese would be preferable

  • Strong technical and project management skills

  • Excellent communication and public speaking skills

  • Macau ID preferred

資訊管理部 Management Information Systems Department (MIS)

Ref. no.: FM.01.062026

職位內容Responsibilities

  • 通過使用商業智能工具去開發及制定數據總覽頁、數據視覺化和報告,以支持數據驅動決策

  • 協助製作定期的財務、營運和其他分析報告

  • 為政府機構和其他相關單位提供所需的資料

  • 編制公司的預算及財務預測

  • 收集、管理和分析業務和行業數據,以識別趨勢、風險和機會

  • 處理直屬上級委派的工作

  • Support data-driven decision making by developing dashboards, visualizations, and reports using business intelligence tools

  • Assist in the preparation of periodic financial, operational and analytical reports

  • Provide necessary information for government entities and other stakeholders

  • Prepare the company’s budget forecasts and financial projection

  • Collect, manage, and analyse business and industry data to identify trends, risks, and opportunities

  • Other ad hoc assignments assigned by the supervisor

職位要求Requirements

  • 大學畢業或以上,主修資訊管理、數據分析、工商管理、統計、金融、會計或相關專業

  • 至少一年相關工作經驗,保險業或銀行業優先考慮

  • 具備會計及財務投資的基本知識

  • 懂得使用Power BI的使用經驗者優先

  • 具備 SQL 或資料庫管理知識者優先

  • 熟練運用Microsoft Excel和PowerPoint

  • 具良好的分析和資料解讀能力,以及問題解決、組織和溝通能力

  • 積極主動,能獨立工作,並在壓力下完成任務

  • 良好的中英文書寫及溝通能力

  • University degree or above in Management Information Systems, Data Analytics, Business Administration, Statistics, Finance, Accounting, or related fields

  • Minimum 1 year of relevant working experience, preferably in the insurance or banking sectors

  • Knowledge of accounting and investment principles

  • Experience with data visualization tools (e.g., Power BI, or similar) is an advantage

  • Knowledge of SQL or database management is a plus

  • Proficient in Microsoft Excel and PowerPoint

  • Strong analytical and data interpretation skills, combined with problem-solving, organizational, and communication abilities

  • Self-motivated, proactive, and able to work independently under pressure

  • Good command of English and Chinese

理賠部 - 高級經理 Claims Department - Senior Manager

Ref. no.: FM.04.022026

職位內容 Responsibilities

  • 處理人壽和非人壽業務的理賠

  • 負責實施、維護和監控所有理賠結算流程,確保符合公司標準和程序

  • 監控和控制所有理賠結算,確保為未決理賠支付預留充足資金,以維持公司償付能力

  • 評估理賠情況,並向管理階層提出支付建議

  • 監控理賠趨勢,並向高階管理層和其他部門提供必要的統計資料和報告

  • 向保險管理機關提交統計報告,例如員工賠償保險、汽車保險和醫療事故保險等的索賠資料

  • 指導外部專業人員(如理賠員、勘察員和律師)處理保險範圍、調查和最終理賠事宜,包括直接參與理賠結算中的法庭/調解和仲裁

  • 採取一切可能的追償途徑,包括及時向被保險人追回免賠額,並管理代位求償活動

  • 定期檢討準備金設定政策,確保其充足

  • 發起和/或參加禮節性拜訪,與重要業務夥伴會面

  • 制定並向所有理賠人員實施理賠指南/理賠手冊

  • 定期檢視理賠管理政策和程序,確保其充分性和效率,並定期更新理賠手冊

  • 為理賠人員提供培訓

  • 開發/改進理賠系統,以確保公司在處理理賠的有效性和效率

  • 定期監控理賠服務標準

  • Claims Handling in both life and non-life business

  • To implement, maintain and monitor all claims settlement of portfolio to ensure compliance with company standards and procedures

  • To monitor and control all claims settlement to ensure adequate provision is made for outstanding claims payment for solvency

  • To evaluate, and make recommendations on Claims Settlement if claims to management

  • To monitor trends in claims and provide necessary statistical information and reports for senior management and other departments

  • Preparation of statistical report to the insurance authority, i.e. claims data of Employees Compensation Insurance, Motor Insurance and Medical Malpractice Insurance, etc.

  • To provide instruction to external professionals like adjusters, surveyors and lawyers with respect to coverage, investigation and ultimate settlement including direct participation in court/mediation and arbitration in claim settlement

  • To pursue all avenues of recovery including timely recovery of deductibles from insured and to manage subrogation activities

  • To review policy on setting reserves on a regular basis to ensure adequacy

  • Initiating and /or attending courtesy visits to meet with important business partners,

  • To develop and implement claims guidelines/claims manual to all claims staff

  • To review policy and procedure regarding claims management on a regular basis to ensure adequacy and efficiency and to update claims manual on a regular basis

  • To provide training for claims staff

  • To develop /revamp claims system to ensure company’s effectiveness and efficiency in handling claims

  • To monitor claims services standard from time to time

職位要求 Requirements

  • 大學畢業或以上學歷

  • 10 年以上理賠管理經驗

  • 良好英文及中文的溝通及書寫能力

  • 良好電腦操作技能及文書處理能力,尤其Word 及Excel

  • 優秀的溝通及人際交往能力

  • 良好的分析及理解能力

  • 以客戶為先、積極主動

  • 細心、主動、獨立,並能在壓力下工作

  • 熟悉保險產品和相關法律知識

  • University graduate or above

  • 10 years’ experience in claims management

  • Good command of spoken and written English and Chinese

  • Good knowledge of PC applications, especially Word and Excel

  • Effective communication and interpersonal skills

  • Good analytical and comprehension skills

  • Customer-oriented, pleasant personality

  • Detail-oriented, proactive, independent, and able to work under pressure

  • Familiar with insurance products and legal knowledge

精算部 - 高級精算師 Actuarial Department - Senior Manager, Actuarial

Ref. no.: FM.03.022026

職位內容 Responsibilities

監督整個產品和精算功能,工作重點如下:

  • 編製精算估值報告

  • 協助上級管理公司的精算職能

  • 確保專案按時、按預算並達到所需的品質標準完成。

  • 為產品審批委員會和高級管理層提供戰略性的精算建議

  • 制定和實施公司政策和程序

  • 確保精算工作符合監管要求和法規

  • 帶領公司精算團隊並提供指導和培訓

  • 預測金融趨勢並分析相關風險

  • 持續關注和分析保險業的發展趨勢

  • 作為管理層去提供戰略規劃和參與決策制定

  • 監督、制定和批准定價模型、費率建議和產品獲利能力分析

Oversee the whole product and actuarial functions with the following focus:

  • Preparation of actuarial valuation reports

  • Assist the supervisor actuarial functions of the company

  • Ensure that projects are completed on time, within budget, and to the required quality standards

  • Provide strategic actuarial advice to the product approval committee and senior management

  • Develop and implement company policies and procedures

  • Ensure compliance with all regulatory requirements

  • Lead the actuarial team and provide guidance and training

  • Prepare financial forecasts and analyze financial risks

  • Monitor and analyze trends in the insurance sector

  • Participate in strategic planning and decision-making at executive level

  • Oversee, develop, and approve pricing models, rate recommendations, and product profitability analysis

職位要求 Requirements

  • 澳門居民

  • 8年以上的非人壽保險精算從業經驗,以及至少5年以上擔任高級精算職位

  • 擁有以下專業精算資格:英國精算師 (FIA)、澳大利亞精算師 (FIAA)、北美精算師 (FSA) 或其他與上述專業精算組織相當及被澳門金融管理局所認可之資格

  • 在產品開發方面擁有豐富的經驗

  • 大學畢業或更高學歷,主修數學、精算學或統計學專業等相關範疇

  • 具備英文及澳門特別行政區任一種正式語文(葡文或中文) 書寫和口語能力

  • Be a Macau SAR Resident

  • 8 + years of experience in non-life actuarial and at least 5 years of professional experience as a senior actuary

  • Fellow of the Institute and Faculty of Actuaries, United Kingdom (FIA); or Fellow of the Institute of Actuaries of Australia (FIAA); or Fellow of the Society of Actuaries, United States of America (FSA), or a qualification that may be accepted by the AMCM if it is comparable to those previously mentioned

  • Solid experience in product development

  • Higher education in Mathematics, Actuarial Science or Statistics

  • Ability to communicate in English and at least one of the official languages ​​(Portuguese or Chinese) (written and spoken)

退休金部 - 銷售經理 Pension Fund Department - Sales Manager

Ref. no.: FM.02.092025

職位內容 Responsibilities

  • 制定並執行有效的退休金產品銷售策略

  • 識別並鎖定關鍵客戶群,並專注於企業和個人客戶

  • 達到年度目標

  • 與企業客戶和經銷商建立及維持長期合作關係

  • 向客戶進行退休金計劃的推廣和諮詢

  • 滿足客戶需求和處理客戶顧慮,確保客戶滿意度和保留率

  • 此職位直接匯報給業務發展部及需定時完成業務發展部指派的工作

  • Develop and execute effective sales strategies for our pension fund products.

  • Identify and target key client segments, focusing on corporations and individuals.

  • Achieve annual targets.

  • Build and maintain long-term partnerships with corporate clients and distributors.

  • Conduct presentations and consultations of pension schemes to clients.

  • Ensure client satisfaction and retention by addressing their needs and concerns.

  • This role requires direct reporting to Business Development Department and shall fulfill duties delegated by Business Development Department.

職位要求 Requirements

  • 大學本科或以上學歷,主修金融、市場營銷、傳播學

  • 3年商業銷售,業務發展/退休基金經驗,具金融服務或人壽保險業優先

  • 對退休金產品和市場動態有深入了解

  • 卓越的溝通和表達技巧

  • 能夠與利害關係人建立並維持良好關係

  • University degree or above, majoring in Finance, Marketing, Communications.

  • 3 years’ experience in commercial sales, business development/Pension Fund, preferably within the financial services or life insurance industry.

  • Strong understanding of pension products and market dynamics.

  • Excellent communication and presentation skills.

  • Ability to build and maintain relationships with key stakeholders.

申請職位 Application

Interested parties please send a full resume with a recent photo to HR@fidelidade.com.mo OR submit it in our Office Address at Av. Praia Grande 567, BNU Building 14/F, Macau (China), Monday to Friday (09:00 – 17:30).

有興趣人士請將履歷連同近照電郵至 HR@fidelidade.com.mo 或於辦公時間 (週一至五,09:00-17:30) 親身提交至忠誠保險辦公室 - 澳門南灣大馬路567號大西洋銀行大廈 14 樓

*Personal data collected will be used for recruitment related purposes only.

$10k - 20k, $20k - 30k, $30k - 40k, I-JSCM1, Bank 銀行業, M05BJ, Freelance 兼職, JSCMPT3

MIC 澳門保險股份有限公司 / MPFM 澳門退休基金管理股份有限公司招聘

 

澳門保險股份有限公司 / 澳門退休基金管理股份有限公司
Macau Insurance Company Limited / Macau Pension Fund Management Company Limited

公司簡介:

Macau Insurance Company Limited and Macau Pension Fund Management Company Limited, subsidiaries of Dah Sing Financial Group, were established in Macau in 1984 and 2017 respectively. We are one of the largest insurance companies in Macau.

Know more about us: http://www.mic.com.mo/cn/index.php

Business Development

  • Assistant Manager


Information Technology

  • Manager / Officer

  • System Analyst

  • Web Project Programmer / Part-Time Programmer


Underwriting and Reinsurance

  • Senior Officer


Others

  • Administration Manager / Officer

  • Assistant Digital Marketing Manager

  • Finance Manager / Officer

Application:

The successful candidate will be offered a highly competitive remuneration package that includes double pay, performance bonus, leave and various fringe benefits. Please send your résumé including present and expected salary to:

Human Resources Department
Macau Insurance Company
Avenida da Praia Grande No. 594, Edificio BCM, 7/F, Macau

Fax: 8791 0423 or E-mail: career@mic.com.mo

(All information provided will be treated in strict confidence and used solely for recruitment purpose.)