Senior Officer, Transaction Support, Expense Management and Procurement, Investment

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-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. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com

For more information about FWD Hong Kong, please visit www.fwd.com.hk/

The Job

• Support front-end transaction administration tasks, including KYC coordination, onboarding procedures, document collection, internal routing, status tracking, and communication with relevant internal and external stakeholders

• Assist with new investment onboarding by coordinating information requests, maintaining onboarding checklists, following up on outstanding items, and ensuring required documentation is properly completed and filed

• Provide support in handling documentation and administrative requirements from internal and external counterparties

• Prepare, update, and maintain regular reports, trackers, management updates, and administrative records to support team operations and transaction administration

• Manage expense processing and submissions for Investment, including invoice handling, expense claims, payment follow-ups, procurement requests, vendor onboarding, and coordination with finance and procurement teams

• Support team administration, including maintaining contact lists as necessary, distribution lists, filing records, approval logs, procurement documentation, and other administrative registers

• Provide day-to-day administrative and business support to the investment team, including meeting arrangements, support in preparing meeting materials as necessary, logistics, and follow-up on administrative matters

The Person

• Relevant experience in team administration, business support, transaction administration, expense processing, procurement, or a related support function

• Experience arranging meetings, coordinating logistics, preparing materials, managing schedules, and dealing professionally with internal and external counterparties

• Experience supporting new business onboarding, initial KYC processes, counterparty documentation, account opening, or similar front-end transaction administration tasks

• Able to handle documentation accurately with a strong mindset of confidentiality, follow up on counterparty requirements, maintain trackers, organize files, and ensure records are complete and up to date

• Good communication and interpersonal skills, with the confidence to liaise with internal teams, external counterparties, vendors, service providers, and other stakeholders

• A strong team player with a positive “can do” attitude, willingness to learn, and readiness to support the broader team wherever needed

• Proficient in Microsoft Outlook, Excel, PowerPoint, and Word; familiarity with expense management, procurement, workflow, or document management systems is advantageous

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.