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Assistant Manager – Operatio

AMG Wealth Management Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-08-23
  • Career Level:Middle
  • Location:Sai Ying Pun
  • Yr(s) of Exp:3 years
  • Qualification:Degree
  • Employment Type:Full Time, Permanent
  • Job Function:Insurance  Insurance Agent / Broker  Banking / Finance  Order Processing & Operation / Settlement&
  • Benefits:Dental insurance, Medical insurance, Performance bonus, Five-day work week

Job Description

Welcome to join our AMG Family

We believe………..

Communication is essential between staff, advisers and management; it brings mutual understanding and trust to AMG.

Appreciation is vital to a harmonious and friendly working environment, it cultivates a cooperative and supportive atmosphere among us.

Respect is a necessity for partnership and all kind of good relationships. Communication, Appreciation and Mutual Respect formed our unique “Culture of CAR”.

Job Responsibilities:

  • Assist Operation Manager to manage operations related matters with internal and external parties.
  • Provide supervision to Operation team to ensure smooth operation and deliver high quality of customer services to both internal and external parties.
  • Process and approve new business of Wealth Management division.
  • Manage and support financial advisers including new application, policy servicing, payment related questions and other enquiries.
  • Respond to financial advisers’ enquiries and provide professional and accurate response in accordance to agreed service standard.
  • Liaise with financial advisers on pending cases and service requests.
  • Prepare monthly operations reports for management purposes.
  • Handle ad-hoc projects and being the liaison to cooperate with different internal departments as well as external parties for business support purposes.

Job Requirements:

  • Degree or diploma in Business Administration or other related disciplines.
  • Minimum 5 years working experience which at least 2 years at supervising level.
  • Relevant IFA working experience is a definite plus.
  • Be proactive with good communication skill, customer focused and interpersonal skills.
  • Ability to work under pressure and cooperate with people at all level.
  • Excellent bi-lingual creative writing and communication skills in English and Chinese.
  • Candidate with less experience will be considered as Senior Officer.
Location: Western District, Hong Kong (Sai Ying Pun MTR)

Interested parties, please send full resume by clicking "Apply Now" or mail to Human Resource Department at 40/F, 118 Connaught Road West, HONG KONG.

Personal data collected will be used for recruitment purpose only.

Company Info

AMG FINANCIAL GROUP is one of the leading providers of wealth management and financial advisory services in Hong Kong. 

2016 - 2020《BENCHMARK》
IFA OF THE YEAR AWARDS

2010, 2012 - 2020《BENCHMARK》
WEALTH MANAGEMENT AWARDS

2018《INTERNATIONAL ADVISER》
EXCELLENCE IN CLIENT SERVICE AWARD

2019《INTERNATIONAL ADVISER》
BEST ADVISER FIRM BY REGION (HK) AWARD

2009 - 2020《Mediazone Group》
HONG KONG MOST VALUABLE COMPANIES AWARD

2005 - 2021《Hong Kong Council of Social Service》
CARING COMPANY AWARDS

2020 - 2021《Chartered Insurance Institute – Personal Finance Society》
PROFESSIONAL ASSOCIATE FIRM

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