Officer, Financial Talent Development Center

CTF Life; Hong Kong; On-site; HKD 268,000 - 469,000; Full time

Job summary

Chow Tai Fook Life Insurance Company Limited in Hong Kong is seeking a proactive Training Administrator to manage end-to-end agency training programs, including budgeting, scheduling, venue coordination, material preparation and post-training reporting.

This role ensures activities comply with IA guidelines and CPD requirements, delivers IIQE training, participates in LMS UAT, and provides day-to-day administrative support to the TOE team, coordinating with trainers and internal departments.

Qualifications

• Degree in business, education, human resources, insurance or a related discipline; equivalent relevant experience may also be considered.
• Experience in training coordination or administration is advantageous.
• Good written and verbal communication, coordination and interpersonal skills.
• Proficient with Microsoft Office and ability to prepare and review reports.
• Familiarity with LMS/UAT is beneficial.
• IIQE knowledge or training experience is an advantage.
• Organized, detail-oriented and able to manage multiple tasks and deadlines.
• Comfortable using AI-based productivity tools for content creation and data analysis.

Responsibilities

• Manage end-to-end administration of agency training programs (budgeting, scheduling, venue/resource coordination, material prep, post-training reporting).
• Ensure training activities and materials comply with IA guidelines and CPD requirements; maintain CPD records and documentation.
• Deliver IIQE training sessions and respond to learner questions; keep course materials accurate.
• Participate in LMS UAT by executing test cases, documenting issues, and tracking resolution.
• Provide day-to-day administrative and operational support to the TOE team, liaising with trainers and internal departments.

Skills

Communication skills

MS Office

LMS/UAT familiarity

Project management

Attention to detail

Stakeholder management

Analytical mindset

AI productivity tools

Education

Bachelor's degree in business, education, HR, insurance or related field

Tools

MS Office

LMS

Job description

What the role is?

• Support the end-to-end administration of agency training programs, including budgeting, scheduling, venue and resource coordination, training material preparation, and post-training reporting. Ensure efficient allocation of resources to support both scheduled and ad-hoc training initiatives
• Ensure that all training activities, course content, and supporting materials comply with prevailing Hong Kong insurance industry regulations and guidelines, including the Insurance Authority (IA) Guidelines and Guidance Notes, Continuing Professional Development (CPD) requirements for licensed insurance intermediaries, Insurance Ordinance (Cap. 41) provisions, and relevant codes of conduct issued by the IA. Maintain accurate CPD records, attendance logs, and training documentation for licensee reporting and audit readiness.
• Deliver assigned IIQE training sessions and respond to learners’ questions. Keep course materials accurate and continue to strengthen insurance knowledge.
• Participate in LMS UAT by carrying out assigned test cases, documenting issues, coordinating follow-up and tracking issues through resolution.
• Provide day-to-day administrative and operational support to the TOE team, liaising with trainers and relevant internal departments as required.

What the role is?

• Support the end-to-end administration of agency training programs, including budgeting, scheduling, venue and resource coordination, training material preparation, and post-training reporting. Ensure efficient allocation of resources to support both scheduled and ad-hoc training initiatives
• Ensure that all training activities, course content, and supporting materials comply with prevailing Hong Kong insurance industry regulations and guidelines, including the Insurance Authority (IA) Guidelines and Guidance Notes, Continuing Professional Development (CPD) requirements for licensed insurance intermediaries, Insurance Ordinance (Cap. 41) provisions, and relevant codes of conduct issued by the IA. Maintain accurate CPD records, attendance logs, and training documentation for licensee reporting and audit readiness.
• Deliver assigned IIQE training sessions and respond to learners’ questions. Keep course materials accurate and continue to strengthen insurance knowledge.
• Participate in LMS UAT by carrying out assigned test cases, documenting issues, coordinating follow-up and tracking issues through resolution.
• Provide day-to-day administrative and operational support to the TOE team, liaising with trainers and relevant internal departments as required.

What are we looking for?

• Degree in business, education, human resources, insurance or a related discipline; equivalent relevant experience may also be considered.
• Experience in training coordination, training administration or the insurance or financial services industry is an advantage.
• Good written and verbal communication, coordination and interpersonal skills.
• Proficient in Microsoft Office, particularly Excel, Word and PowerPoint, with the ability to prepare and review reports.
• Familiarity with a Learning Management System (LMS) or user acceptance testing (UAT) is an advantage.
• Basic insurance knowledge or an interest in developing insurance knowledge; IIQE qualification or training experience is an advantage.
• Organized, detail-oriented and collaborative, with the ability to manage multiple tasks and meet deadlines.
• Working knowledge of AI-based productivity tools (e.g., ChatGPT, Copilot, automation tools) for content creation, data analysis, and workflow enhancement.
• Strong organizational and project management skills with the ability to manage multiple concurrent priorities.
• High attention to detail, particularly in CPD tracking, compliance, and regulatory documentation.
• Excellent interpersonal and stakeholder management skills.
• Analytical mindset with the ability to interpret performance data and translate it into actionable insights.
• Self-driven, adaptable, and comfortable working in a fast-paced, target-oriented environment.

Personal Information Collection Statement

At Chow Tai Fook Life Insurance Company Limited (“the Company”) we respect the privacy of your personal data and are committed to fully complying with the Personal Data (Privacy) Ordinance (“the Ordinance”). The personal data that we collect and/or hold (whether contained in this application form or otherwise obtained) includes your personal details, contact information, education and training details, employment details, financial details, and information on your social circumstances. Provision of personal data by you is mandatory for selection purposes. Personal data collected through this application will be used by the Company to assess your suitability to assume the job duties of the position for which you have applied. The Company may not be able to process your application if you fail to provide your personal data. Applicants not contacted within four weeks after the interview / test may consider their application unsuccessful. The information provided will be kept for 2 years for consideration of other suitable posts.