About FWD Group
FWD Group is a pan-Asian life and health insurance business that serves approximately 30 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and digitally enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance.
For more information, please visit
For more information about FWD Hong Kong, please visit .
The Job
Manage Investment Compliance by using Bloomberg Asset and Investment Management function (AIM)
Establish rules in Bloomberg CMGR function to provide automated control on investment management activities and update regularly in view of investment mandate revisions and implementation of new restrictions
Monitor breaches and incidents in relation to investment management and report to Asset and Liabilities Management Committee (ALMCO)
Maintain proper records of the monitoring and trade approvals in Bloomberg Violation Manager (VMGR) function
Liaise with stakeholders and regulators on fulfilling regulatory requirements
Develop and provide investment compliance training to stakeholders
Support the development of data analytics projects to enhance monitoring
The Person
University graduate with 5-8 years relevant experience in insurance industry
Hands on experience and knowledge on investment products and processes
Professional qualifications such as CFA and FRM is preferred
Knowledge of Hong Kong legislation, especially IA, SFC and MPFA regulations
Experience in Bloomberg AIM and Compliance Manager (CMGR) function
A committed team player and able to liaise with different stakeholders
Strong financial risk management mindset with overall concepts of processes and controls
Candidates with less experience may be considered as Analyst or Senior Analyst
We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.
Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, gender, disability or family status in employment process.
Financial Analyst • Millennium City, Hong Kong