Officer / Senior Officer – Operatio
AMG Wealth Management Limited
- Company Industries:Financial Services
Job Information
- Post Date:2022-09-07
- Career Level:Middle
- Location:Sai Ying Pun
- Yr(s) of Exp:2 years
- Qualification:School Certificate
- Employment Type:Full Time, Permanent
- Job Function:Insurance Claims Officer Insurance Agent / Broker Banking / Finance Order Processing
- Benefits:Dental insurance, Medical insurance, Performance bonus, Five-day work week
Job Description
Job Responsibilities:
- Liaise with different internal departments and external parties for business support process.
- Supervise and support for record keeping purpose, such as data entry, scanning and filing etc.
- Liaise with financial advisers on pending cases and service requests.
- Handle financial advisers' enquiries and provide professional and accurate response with service standard.
- Assist in preparation of monthly operations reports for management purposes.
Job Requirements:
- Diploma in Business Administration or other related disciplines.
- Minimum 2 years working experience in the business support and administration area.
- Relevant IFA working experience is a definite plus.
- Good command of both spoken and written English and Chinese. Fluent in Putonghua is an advantage.
- Candidate with more experience will be considered as Senior Officer.
- Self-motivated, independent and able to work under pressure.
- Excellent presentation, communication and interpersonal skills.
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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