Investment Insurance Solutions Specialist (Senior Manager / Associate Director)

In response to strategic business needs and expansion, EDPS Executive is an additional executive arm of EDPS (EA License No. 78592). Founded in 1974, EDPS stands as the premier provider of IT contract staffing solutions in Hong Kong, boasting a long-standing history and esteemed reputation. We are privileged to have been chosen by the Government of HKSAR as one of the largest and most enduring suppliers of IT contract staffing services for nearly 50 years.

Position Overview:
Our client is a leading insurance-based asset manager and a joint venture of two global leading financial institutions with sizable AUM and is a well-established platform.

To cope with expansion, they are hiring Investment Insurance Solutions Specialist  to join their Fixed Income Investment Team.

Investment Insurance Solutions Specialist (VP Grade) 

The role Investment Insurance Solutions Specialist reports to the Head of Fixed Income Investment within the captive asset management company.

Key Responsibilities

Investment & Asset-Liability Advisory

• Deliver sophisticated asset allocation, investment strategy, and asset-liability management (ALM) advisory tailored to Hong Kong-based insurance companies, focusing on HKRBC-driven investment mandates across diverse asset classes.

• Optimize investment portfolios by balancing capital flow requirements, risk-return profiles, liquidity needs, and HKRBC regulatory constraints to enhance capital efficiency

Insurance Product Development

• Provide expertise in product structuring for affiliated Hong Kong insurers, ensuring alignment with HKRBC capital efficiency, profitability, and regulatory compliance.

• Leverage ALM techniques, with a strong emphasis on HKRBC considerations, to enhance product design and integrate investment strategies that support the company's mandate.

Regulatory & Market Insights

• Advise on Hong Kong-specific regulatory frameworks (e.g., Hong Kong Insurance Authority guidelines, HKRBC requirements), accounting standards (e.g., IFRS 9 and IFRS17), and tax implications impacting insurance investments.

• Monitor global insurance investment trends and alternative asset opportunities, with a focus on HKRBC-driven portfolio optimization for Hong Kong-based insurers.

Cross-Functional Collaboration

• Partner with internal teams (investment, compliance, distribution, etc.) within the captive structure to develop customized insurance solutions that align with the mandate for Hong Kong-based insurance companies.

• Ensure seamless execution by aligning strategies with legal, risk, operational, and HKRBC requirements.

Stakeholder Engagement & Mandate Growth

• Engage closely with affiliated Hong Kong-based insurance companies through exceptional client-facing skills, including clear communication, active listening, and relationship-building, to understand their business needs and deliver HKRBC-focused tailored solutions.

• Proactively identify opportunities to expand the mandate and drive long-term growth within the captive asset management framework by leveraging strong presentation and negotiation skills to foster trust and collaboration.

Job Requirements

• 5+ years of experience in asset management, insurance actuary, Big 4 or reputable consultancy firms within a captive or similar structure, with a focus on HKRBC-driven insurance investment solutions and ALM strategies for Hong Kong-based insurers.

• Hands-on experience in designing and implementing investment & ALM strategies under HKRBC for Hong Kong insurers; exposure to regional/global insurers or reinsurers is a plus.

• Deep understanding of life insurance business models in Hong Kong, including regulatory frameworks (e.g., HKIA, HKRBC, IFRS 17, Solvency II), accounting standards, and fund/insurance regulations.

• Strong familiarity with local insurance liabilities, HKRBC capital optimization strategies, and risk-based capital management.

• Master’s degree in Finance, Economics, Actuarial Science, or a related field.

• Professional certifications such as CFA, FRM, MBA, or actuarial qualifications (e.g., FSA, ASA) are highly preferred.

• Fluent in English (written and spoken) is mandatory, with excellent client-facing communication skills to articulate complex investment strategies clearly and persuasively.

• Proficiency in Mandarin or Cantonese is a strong advantage for engaging with Hong Kong-based stakeholders, enhancing client interactions and relationship management.

• Proven ability to build and maintain strong client relationships through empathy, active listening, and tailored solution delivery.

• Exceptional presentation and negotiation skills to effectively communicate HKRBC-driven investment strategies and foster long-term client trust and engagement.

Salary

Salary will be commensurate with qualifications and experience.

Application

Please submit your resume along with your current and expected salary. Personal data collected will be treated confidentially for recruitment purposes. Candidates not invited for an interview within six weeks may consider their applications unsuccessful.

Equal Opportunity Employer

We are an equal opportunity employer and welcome applications from all qualified candidates. Personal data collected will be handled confidentially by authorized personnel for recruitment-related purposes.

Address: Room 1202, 12/F, Harcourt House, 39 Gloucester Road, Wanchai, Hong Kong.

Website: www.edps.com.hk