Associate Director, Corporate Client Service

FIND YOUR 'BETTER' AT AIA

We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we'd love to hear from you.

About the Role
- Lead the Corporate Solutions AML team to perform full range of Anti-Money Laundering (AML) / Counter-Financing Terrorism (CFT) related activities for ensuring that the operations are complying with statutory, regulatory and internal requirements, and support other ad hoc customer service projects when necessary
- Lead the Complaints & Enquiries and Pension team to ensure that enquiries and complaints from Hong Kong and Macau regulators and customers are properly addressed. Oversee pension administration processing across the MPF, Macau and ORSO pension businesses to ensure smooth and compliant operations.
- Provide support to other ad hoc customer service projects as needed.

Responsibilities:

Manage the AML/CTF line 1 team and perform AML/CTF assessment on pension and group insurance business

• Manage onshore and offshore team to conduct AML/CTF assessment effectively to strike a balance between business timeline/needs and guidelines
• Perform AML/CFT risk assessment
• Comment on the CDD/EDD reviews of customer onboarding, high risk customers and triggering events conducted by business lines
• Review sanction parties, PEP and adverse media related exceptions
• Investigate suspicious transaction alerts generated by system
• Conduct periodic compliance assurance checks
• Prepare suspicious transaction reporting to internal / external parties
• Conduct internal AML/CFT training
• Provide AML/CFT advisory to business stakeholders in daily operations
• Work with internal governance team on different governance and control activities including annual review, audit and guideline setting
• Prepare internal/external reports to senior management, regulators, tax authority and Head Office
• Establish effective tracking on AML process and monitor the situation
• Regularly review and streamline the process to achieve efficiency
• Implement control procedures on any risk areas identified and to provide expertise and technical advice to team members and work effectively with Business Support Team to fine-tune and standardize procedures and workflow

Manage Complaints & Enquiries and Pension administration team

• Oversee customer services and daily operations for the assigned portfolio/ distribution channel
• Provide satisfactory customer service and administration services to the assigned portfolio
• Review and sign-off clients communication materials e.g. letters/trust deeds/ reports/ statements/ presentation materials
• Monitor client retention and service-to-sales activities such as up-selling retail products/ promoting our client retention programs etc
• Ensure achievement of client retention and service-to-sales targets
• Maintain close client relationship and take precautionary measures whenever necessary to retain the portfolio
• Suggest and review responses to regulators and/or customer complaints
• Implement control procedures to minimize risk and complaints from regulators and customer complaints
• Serve as one of AIA's key spokespersons to participate in and provide comments or feedback on matters related to, but not limited to, the MPFA, eMPF vendors, HKTA, and AMCM.

Ad hoc projects

• Lead and coordinate on projects / assignments
• Effectively allocate resources among teams
• Perform any other duties and projects as designated by Head of Corporate Client Service
• Support Head of Corporate Client Service for ad hoc tasks

Job Requirements:

• University graduate or equivalent with minimum 15 years operations or customer services experience of which 5 years in managerial positions.
• Relevant qualification in CAMS, Associate AML Professional (AAMLP)/ Certified AML Professional (CAMLP) will be an advantage
• Minimum 15 years of relevant experience, preferably with exposure to corporate banking or insurance (first line of defense), along with solid knowledge of AML/CFT and pension operations experience gained from reputable life insurance companies.
• Experience in corporate business / group insurance / pension
• Good leadership skills
• Good team player and able to work independently
• Strong Analytical ability, problem solving and communication skills
• Proficient in both spoken & written English & Chinese
• Proficiency in PC skills
• Experience in setting the strategic priorities is preferred
• Ability to understand business issues, and collaborated closely optimally with various departments;
• Exceptional organisation and motivational skills, including attention to detail
• Great teammate and willing to go extra mile to enable team success

Others:

• You are preferred to obtain the license of Insurance Authority (IA) (Paper 1,2,3) or Mandatory Provident Fund Schemes Authority (MPFA) (Paper 4)

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

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