Insurance Projects BA — Wealth CRM & UX Lead

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

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.