Strategic Business Insights Manager

2 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full time
Job Description

We are seeking an experienced Strategic Business Insights Manager to join our team at Classy Wheeler Limited. As a key member of our organization, you will be responsible for the lifecycle management of projects mainly related to wealth management business.

This includes solutions for (I) relationship manager/insurance agent/IFA/consultant platform, (II) client portal, and (III) operations team solution. You will gather user requirements and translate them into functional specification documents for development, including UI/UX design.

Your primary focus will be on monitoring project progress and coordinating with cross-functional departments and external parties to ensure timely project delivery and meet the requirements of different stakeholders.

Key Responsibilities:
  • Gather user requirements and translate them into functional specification documents for development
  • Monitor project progress and coordinate with cross-functional departments and external parties
  • Lead continuous improvement and process reengineering efforts
  • Work independently to introduce new customer relationship management (CRM) solutions
  • Prepare training materials and provide training to users
  • Design and document SOPs
  • Ensure continuity of ongoing operations and cater to new user requirements
Requirements:
  • Bachelor's degree in Finance, Business Administration, Engineering, e-Commerce, or related disciplines
  • At least 3 years of experience in insurance project management/business analysis
  • Strong analytical and problem-solving skills, with attention to detail
  • Independent, self-motivated, and multi-tasking abilities
  • Experience with UAT and launching new web and mobile applications
  • Knowledge of insurance operations and CRM use cases
  • Excellent communication skills with good command of spoken and written English & Chinese

Salary Range: HKD 60,000 - 80,000 per month, depending on experience and qualifications.



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