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agent / Senior agent - Wealth Management Planning (ref: JDWMP12012018):Swiss Privilege

وصف الوظيفة:

Swiss Privilege

Swiss Privilege , the unique wealth management arm of the AXA Group in Hong Kong, provides prestige and professional financial services to high net worth customers. We are now looking for a prosperous person to play a vital function in our sales support functions.

The AXA Group is a worldwide leader in insurance and asset management, with 166,000 employees serving 107 million clients in 64 countries. In 2016, IFRS revenues amounted to Euro 100.2 billion and IFRS underlying earnings to Euro 5.7 billion. AXA had Euro 1,429 billion assets under management as of December 31, 2016.


AXA Hong Kong, a member of the AXA Group, prides itself of serving over 1 million customers1 in Hong Kong and Macau. Besides being one of the largest health protection providers in Hong Kong, Information technology is also the number 1 General Insurance provider2 and a market leader in motor insurance.

AXA Hong Kong is committed to the on-going development and enhancement of our life & savings, health, property & casualty, wealth management and retirement solutions in order to satisfy the different needs of our individual and corporate customers.

We believe Information technology is our inherent responsibility to support the communities we operate in, hence creating a sustainable business via constant and considerable contribution in the dimensions of health, environment and the community.

1 Including customers of AXA China Region Insurance Company Limited, AXA China Region Insurance Company (Bermuda) Limited (incorporated in Bermuda with limited licapability), and AXA General Insurance Hong Kong Limited

2 located on 2015 Office of the Commissioner of Insurance market share statistics represented by overall gross premiums

agent / Senior agent - Wealth Management Planning (ref: JDWMP12012018)

jobsDB Ref. JHK100003005897881

Employer Ref. JDWMP12012018
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We are seeking for appropriate candidate with following key Job responsibilities:
    Prepare regular and ad hoc management and sales reports for Management’s review
    Perform data mining and business analysis, identify exceptional trend and make process improvement recommendation to Management
    Support budget monitoring and expense reconciliation, identify and followup on irregular charges. Assist annual operation budget review and approval
    Database management with timely and proper filing system in conformity with internal and regulatory guidelines
    Support projects and new initiatives

    University Degree in Finance, Actuarial Science, Statistics or equivalent
    At least 3 years significant practice in data analysis or performance management
    Excellent analytical expertise with attention to details
    High capacity to organize and prioritize assignments with autonomy
    Good communication and interpersonal expertise
    Good command of spoken and written English
    Advanced expertise in MS Excel and PowerPoint, expertise of Life AS400 a plus

We offer:
    Attractive remuneration package
    Long-term career prospect

Please send full resume and quoting “ JDWMP12012018 " by clicking " Apply Now " or fax to 2865 2306 .
For enquiry, please call 2864 5618 or 2864 5637.

The information provided by candidates will be treated in strict confidence and used solely for recruitment purpose. All candidates’ information will be destroyed after 12 months.

jobsDB will send your application for review directly to Swiss Privilege

Career Level


Yr(s) of Exp

3 years




Financial Services

Job Function

Banking / Finance > Financial Services
Banking / Finance > Others
Professional Services > Business Analysis / Data Analysis


Not Specified


income negotiable

Employment Type

Full Time, Permanent


تصنيف الوظيفة: الوسائط المتعددة / الإنترنت [ عرض كافة مهام من هذه الفئة: الوسائط المتعددة / الإنترنت  ]
اللغة المتطلبات:
نوع العمل:
راتب: غير محدد
الأكاديمي درجة: غير محدد
تجربة (سنوات): غير محدد
مكان الوظيفة: Other
نوع المؤسسة صاحب العمل
تاريخ التسجيل: 02/13/2018 / Viewed 3 times
معلومات الاتصال
شركة: Swiss Privilege

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