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.
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