Business Analyst (Insurance Projects) - IC

Classy Wheeler Limited; Hong Kong; On-site; HKD 390,600 - 502,200; Full time

Job summary

A leading financial services conglomerate in Hong Kong is looking for a Business Analyst specializing in insurance projects. The successful candidate will be responsible for the lifecycle management of projects related to wealth management, requiring strong analytical and problem-solving skills. Responsibilities include gathering user requirements, leading UAT, and introducing a new CRM solution. A bachelor's degree in Finance, Business Administration, or related fields and at least 3 years of relevant experience are essential. Excellent communication skills in English and Chinese are required.

Qualifications

• 3 years of experience in insurance project management or business analysis.
• Performed User Acceptance Testing (UAT) and launched a new web and mobile application.
• Knowledge about insurance operations and CRM use cases.

Responsibilities

• Responsible for lifecycle management of wealth management projects.
• Gather user requirements and translate them into functional specifications.
• Monitor project progress and coordinate with departments and parties.
• Lead continuous improvement and process reengineering.
• Introduce a new CRM solution for wealth management.
• Prepare training materials and provide user training.

Skills

Analytical skills

Problem-solving skills

Communication skills

Attention to detail

Education

Bachelor Degree in Finance, Business Administration, Engineering, e-Commerce

Job description

Business Analyst (Insurance Projects) - IC

Client Description

HK-listed and leading financial services conglomerate

Job Description

• Responsible for the lifecycle management of projects mainly related to wealth management business. The projects will include solutions for (I) relationship manager/insurance agent/IFA/consultant platform, (II) client portal, and (III) operations team solution.
• Gather user requirements, and translate into functional specification documents for development, including UI/UX design.
• Monitor the project progress, and coordinate with cross-functional departments and external parties to ensure on-time project delivery and the deliverables meeting the requirements of different stakeholders.
• Lead the continuous improvement and process reengineering, and apply critical-thinking to discover alternative solutions.
• Work independently to introduce a new customer relationship management (CRM) solution for the wealth management business.
• Prepare training materials and provide training to users.
• Design and document SOP.
• Ensure the continuity of ongoing operations and cater to new user requirements.

Job Requirements

• Bachelor Degree in Finance, Business Administration, Engineering, e-Commerce or related disciplines.
• 3 years of experience in insurance project management / business analysis.
• Strong analytical and problem-solving skills, and attention to detail.
• Independent, self-motivated and multi-tasking.
• Performed UAT and launched a new web and mobile application.
• Knowledge about insurance operations and CRM use cases.
• Excellent communication skills with good command of spoken and written English & Chinese.