Senior Officer/ Officer (FIN Operation), Direct COE

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com

For more information about FWD Hong Kong, please visit www.fwd.com.hk/

The Job

• Prepare and maintain regular sales performance reports for RM, call centre and other Direct channels, providing timely business insights to channel heads and senior management.
• Perform business analysis and deliver ad-hoc analytical studies, performance tracking and statistical reporting to support management decision-making.
• Support sales payroll, commission, incentive and compensation administration for call centre, ensuring accuracy, compliance and adherence to internal policies and regulatory requirements.
• Assist in the review, enhancement and implementation of sales compensation schemes, incentive programs and commission structures.
• Monitor campaign and incentive scheme performance, prepare post-campaign analysis and provide recommendations to improve business effectiveness and productivity.
• Maintain call centre operation records and support team administration activities, including attendance, leave records, staff movement and personnel information updates.
• Undertake ad hoc projects and assignments to support business growth and operational excellence.

The Person

• Degree holder in Business Administration, Finance, Statistics, Mathematics, Data Analytics or related disciplines.
• 2-5 years of relevant experience in insurance, financial services, sales planning, distribution support, business analysis or compensation administration.
• Strong analytical mindset with the ability to translate data into meaningful business insights and recommendations.
• Proficient in Microsoft Excel including vlookup, pivot table and PowerPoint; knowledge of Power BI or data visualization tools is an advantage.
• Strong numerical sense with high attention to detail, accuracy and data integrity.
• Strong communication and stakeholder management skills with the ability to work effectively across different teams.
• Ability to maintain confidentiality and handle sensitive information with professionalism.
• Good command of spoken and written English and Chinese.

We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, gender, disability or family status in employment process.