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Officer/Senior Officer, Wealth Management Planning ( 1 year contract)


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Officer/Senior Officer, Wealth Management Planning ( 1 year contract)



Technical Skills

  • Analytics
  • Budgets
  • Business Analytics
  • Costing
  • Data Analysis
  • Data Mining
  • Database Administration
  • Filing
  • Management Reporting
  • Microsoft Excel
  • Microsoft Powerpoint
  • Performance Management
  • Process Improvement
  • Reconciliations
  • Sales
  • Statistics

Job Description

Officer/Senior Officer, Wealth Management Planning ( 1 year contract)

Location: HONG KONG

Prepare management and sales reports

  • Prepare regular and ad hoc management reports for Management’s review and action
  • Prepare various sales performance tracking reports for Sales Management’s review and action
  • Prepare sales incentive validation reports and payment sign-off

Perform data mining and business analysis

  • Provide analysis on management reports, identify root cause or cost driver and to make recommendation for improvement
  • Provide feedback on result of data analysis, either regular or ad hoc, and to share insights on exceptional trend for Management’s attention
  • Implement process improvement ideas, include report enhancement and automation
Support budget monitoring and expense reconciliation
  • Monitor Channel expenses against budgets and loadings
  • Perform monthly reconciliation on Channel expenses, identify and follow up on irregular charges 
  • Assist review and approval of annual operation budget
Database management
  • Uphold timely and proper filing system for all approval papers and documentation
  • Ensure data maintenance comply with internal and regulatory guidelines
Support projects and new initiatives
  • Participate and contribute to Channel projects or new sales initiatives for achievement of planned deliverables


  • University degree in Finance, Actuarial Science, Statistics or equivalent
  • Min 3 years of relevant experience in data analysis or performance management
  • Excellent analytical skills with attention to details
  • High capacity to organize and prioritize assignments with autonomy
  • Strong interpersonal and communication skills
  • Good command of spoken and written English
  • Advanced skills in MS Excel and PowerPoint
  • Knowledge of Life AS400 a plus
Employment TypeFull-time
Education LevelBachelor
AXAInsurance and Reinsurance

42/F., AXA Tower, Landmark East, 100 How Ming Street, Kwun Tong

directions_walk8 mins walk from Kwun Tong Station