Corporate Client Service, Senior Advisor

At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone.

It's about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

About the Role

To satisfy the eMPF portal control requirements, meet or exceed the client retention target, as well as compliance and customer service standards

Responsibilities:

• Assist in the approval and review process on the high-risk transactions and/or customers of the pension business
• Provide advice on CDD for client onboarding of the pension business
• Prepare suspicious transaction reports as requested by Compliance
• Liaise with external vender on company search report extraction
• Prepare the required materials for QA testing or internal/external audit
• Prepare MIS reports for the submission to compliance and senior management review
• Liaise with internal departments to gather data for consolidation to the report/questionnaire from regulators
• Provide supports to UAT testing of new/updated system
• Assist on any task assigned by the supervisor
• Identify areas of improvement and streamline the existing procedures and workflows and efficiency to enhance customer experience, and to strengthen control
• Provide support to the supervisor in coaching, training and supervising junior staff / outsourced service provider

Job Requirements:

• University graduate is preferred
• With minimum 5 years customer services/operations experience
• AML experience is highly preferred
• Good knowledge on MPF/ORSO retirement schemes, group insurance products
• Self-motivated and customer orientated
• Detail oriented
• Must be a team player
• Good communication and interpersonal skills
• Good time management and organization skills
• Good PC skills
• Proficient in both spoken and written Chinese and English

Others:

• You are required to obtain relevant license if your job involves in regulated activities

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

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.