Job ref no.: JR00048325
BestServe Financial Ltd

Analyst, Financial Planning & Analysis, Wealth and Pensions

BestServe Financial Ltd

Job Responsibilities

  • Responsible for producing monthly pension and group business financial analysis and Key Performance Indicators update including sales, VNB and net income
  • Provide insightful explanation of the company’s financial performance to support senior management and influence strategic decisions and directions
  • Assist in the ad hoc projects and major W&P business undertakings for providing inputs in respect of W&P cost and expenses analysis
  • Develop the customer segmentation analysis to support direct marketing/retention initiatives
  • Deliver the experience studies and review/monitor assumptions

Job Requirements

  • University graduate in Quantitative Finance, Risk Management, Statistics, Accounting, Finance, or similar subjects
  • 2-3 years relevant working experience preferably with financial analysis or actuarial experience in pension and group industry
  • General knowledge of financial assumptions of pension and group insurance products in Hong Kong
  • technical ability to build and maintain sophisticated financial model to aid management analyses and problem resolution
  • Good interpersonal, verbal and written communication skills
  • Proficient in Microsoft Word/ Excel/ PowerPoint/ Access (VBA, SQL)
  • Familiar with visualization tool e.g. Tableau

We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

More job information
Job ref no. JR00048325
Job Function
  • Hunghom
Employment Term
  • Permanent
  • Full-time
  • 2 years - 3 years
Career Level
  • Non-management level
  • Degree
  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Insurance plan
  • Medical plan