Corporate Client Service, Senior Advisor

Leadingnation Hong Kong, HK

Published 2026-02-03

Description

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 e MPF 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.

Location

Hong Kong
Hong Kong
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Attributes

Job type Full time
Contract type Permanent
Salary type Monthly
Occupation Corporate client service, senior advisor
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Leadingnation
Leadingnation
118390 active jobs
Registered 2023-08-27
Hong Kong
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