Branch Distribution & Services Department Branch - Relationship Manager (Job ID: 1907) Responsibilities: To build long-term relationships with customers To identify customers' needs and match their needs with appropriate products and services To acquire new customers through sales and marketing activities To coordinate in-branch and off-site promotions Requirements: University graduates preferred, with a minimum of 4 years' banking experience providing financial services to retail cu...

Branch Distribution & Services Department Branch - Relationship Officer (Job ID: 2714) Responsibilities To build long-term relationships with customers To identify customers' needs and match their needs with appropriate products and services To acquire new customers through sales and marketing activities To coordinate in-branch and off-site promotions Requirements University graduates preferred, with a minimum of 2 years' banking experience providing financial services to retail cust...

Branch Distribution & Services Department Cross Border Relationship Manager (Job ID: 2638) Responsibilities To promote retail banking and wealth management products to retail Cross Border customers To acquire new Cross Border customers through sales and marketing activities, and identify potential business opportunities for sustainable business growth To provide differentiated services for customers, maximize business acquisition and enhance the Bank’s image To establish long-term relationsh...

Branch Distribution & Services Department Branch - Team Head, Relationship Manager  (Job ID: 2631 ) Responsibilities To be a team member of Branch Distribution & Services Department To implement business plans to lead team to achieve preset sales targets and objectives To generate new business for the branch To identify customers’ needs and match their needs with appropriate products and services To provide high quality customer service and professional advise in the best interests of cu...

Branch Distribution & Services Department Cross Border Business Management Manager (Job ID: 2675)       Responsibilities To assist Team Head to formulate and implement business strategies in driving two-way business referral and revenue growth To drive to increase uptake of bank product & services of Mainland and Overseas customers To achieve the overall business target and generate extra revenue contribution from Mainland and Overseas customers To consolidate stakeholders' feedback ...

Branch Distribution & Services Department Insurance Specialist - Branch (Job ID: 1295) Responsibilities: To promote insurance products at branches i.e. maximize bancassurance business, execute related department strategies and business plans, and drive marketing programs as well as optimize sales preparation and operations To provide training to frontline sales staff on insurance product knowledge, market updates, and selling skills To arrange mentors to newly joined sales staff To monitor s...

Job Responsibilities:- (a) Responsible for AR/treasury functions; (b) Prepare invoice, account statement and supporting documents and deliver to customer in an efficient and timely way; (c) Keep constant communication with internal and external parties regarding invoice queries and disputes with their accounts; (d) Provide support on accounting matters and assist in month-end closing; (e) Perform ad hoc tasks as assigned; and (f) Report to Accountant. Job Requirements:- (a) Degree or Higher Dipl...

☆ Job Highlights ☆ Mainly promote MPF, ORSO , Corporate aoount and PA Account Maximize customer satisfaction through General insurance and Life insurance product and services Full training so you can specialised in MPF, General Insurance and Personal insurance for both corporate and personal clients   -Work experience in any sector is helpful but not necessary -Flexible working day & time -Unlimited commission + Attractive (quarterly and yearly) bonuses -Statable Financial Allowance for begi...

財策新一代 / 專業創未來 工作範圍 為客戶提供一站式專業的理財策劃分析和方案 與客戶建立及維繫良好關係、開發及擴展客戶網路 推廣各類型保險、儲蓄及基金產品、MPF等 建立屬於自己的團隊  入職要求 中學畢業或同等學歷 樂於學習及接受挑戰、不甘平凡 具企業家精神態度 良好溝通技巧  待遇及福利 支援考保險牌並豁免考試費及牌照費 提供專業在職培訓並獲資歷架構承認 優厚佣金及花紅 專業發展及明確進升機會 彈性工作時間 表現優異者可獲邀出席公司海外旅遊業務會議  如有興趣者，請電郵履歷表或致電96336822約見 !!!!!!!!!!! 疫 情 關 係，可 視 像 Interview !!!!!!!!!!!...

Responsibilities Support on formulating and enhancing credit policy of Credit Card Responsible for monitoring Credit Card portfolio including acquisition quality and portfolio performance Perform comprehensive analysis of Credit Card portfolio Support other risk functions to identify potential areas of improvement in credit policies, product offers, customer segments, credit procedures, and portfolio management Prepare periodic reports to monitor the portfolio performance, acquisition quality, p...

Responsibilities Support daily branch operation Perform loan processing and administrative duties Handle customers’ enquires and complaints Support sales and marketing promotion activities Assist in cashier duties   Requirements Secondary graduate or above Minimum 1 year relevant working is preferable With telemarketing / customer service experience in Finance Company / Employment Agency is an advantage Knowledge in MS applications is a must Excellent in written and spoken English and Tagalog (F...

Responsibilities Assist in new product development and existing products & services enhancement to improve customer experience and maintain competitiveness Drive customer retention and cross-selling programs to maintain the portfolio and lengthen customer relationship Work with vendors, internal departments and frontline to ensure smooth roll-out and quality implementation of new product and marketing programs Ensure the smooth and on-time handling of customer redemption Conduct program eval...

Responsibilities Participate in project planning, resources management, risk assessment, requirement analysis, testing and lifecycle management Responsible to control the implementation progress and establish the follow-up improvement scheme Lead team members on communication with stakeholders, work quality and efficiency Assist daily system support and maintenance to ensure computer systems are running smoothly and to fix problems Collaborate with internal and external stakeholders to execute s...

Responsibilities Assist in developing marketing and advertising campaigns for personal loan Liaise with creative, media, social media, online & PR agencies and direct deal vendors for developing advertising and creative executions Monitor campaign schedule with creative agency/media agency to ensure timely roll-out of marketing campaigns in quality and accuracy Handle and manage the creative and artwork development of marketing collaterals for marketing and advertising campaigns to ensure co...

Responsibilities: Greet & welcome all walk in customers in branch Perform administrative duties e.g. photocopying & filing Assist in branch operation Handle customers’ enquiries & requests   Requirements: Form 5 / DSE graduate or above Fluent in written and spoken English is must Sunday work is a must Good interpersonal & communication skills Undergraduate / Fresh graduate will be also considered...

生活顧問 / 財策經理 / 商業夥伴 / 強積金專員 為什麼選擇我們／Why Us 我們是一群90後的國際化年青團隊，以嶄新的管理方式操作，沒有辦公室政治，沒有階級之分，我們重視團隊每一份子，用心聆聽及因材施教，大家務求以專業，以人爲本的態度，改變人們舊有對行業的錯誤觀念和印象，並成爲社會全新的理財伙伴，同時達到各自心中目標。我們擁有不同年資的MDRT 會員, 現誠邀你加入我們的團隊，如果你願意嘗試，我們會毫不保留地協助你和教導你，引領你到正確的方向。 我們帶給客戶／We do  分享正確理財觀念 ／Educate individual and corporate clients about investment and insurance concept 提供適當理財產品給客戶 /Recommend suitable products to different clients 為客人提供跟進保單服務包括索償保單回顧提供專業意見 /Professional Opinions and Service, including Claims and Policy Review 管理強積金及 /...

2020之「AXA安盛業務管理培訓生計劃」現已正式開始接受報名。 透過多元化活動及工作坊，協助擁有創業理想之大專生掌握營商知識及技巧，務求令一眾實習生有一個既充實又愉快的學習體驗，亦能從中加深對理財策劃工作的理解，為將來踏上創富之路作準備！ 部 份課程內容 : 個人形象工作坊 性格与事業工作坊 成功創業者親身分享 創業家體驗營 個人體感挑戰賽 財富管理工作 理財策劃事業發展講座 聯合拜訪客戶(實戰) 計劃對象 : 現就讀全日制大專生或以上之學生 (包括IANG) 歡迎2020年畢業生 特別適合創業不甘平凡的年輕人, 如何於在學期間打好創業基礎並即時可賺取可觀收入  費用全免並獲頒發 實習証書 及津貼加表現獎金，傑出表現者更可邀出席海外旅遊機會 查詢及報名 : 聯系項目經理蔡先生96336822或電郵，名額有限，...

彈性工作時間，掌控自己人生節奏，歡迎各位斜桿族加入 工作機遇： 完善在職培訓： 免費持續進修，包括香港職歷架構認可的證書課程及各項專業資格考試費用。 師徒制 : 由各個本港百萬圓桌會成員（MDRT）／MDRT超級會員 ( COT ，年薪為MDRT的三倍)／頂尖會員（TOT，年薪為MDRT的六倍）培訓，為你的事業打下堅實基礎。 工作內容 : 透過專業知識為客戶度身訂做合適的保險或理財計畫，過程中需涉及複式利率和金融知識的應用。 為客戶提供優質而可靠的服務，發展長遠互信關係。 為客戶管理強積金帳戶。 為客戶提供一般保險服務，同時照顧公司客戶的保險需要。 薪酬 : 目標收入：港幣60萬 p.a. 保證 年度花紅和 保證 季度花紅 特別假期安排：每年最少兩次 免費 公司旅遊機會 百萬圓桌會成員特別獎金 特快晉升階梯，兩年內可晉升經理。 入職要求 : 副學士或以上學歷 2019年畢業生優先取錄 歡迎国內交流生 擁有內地背景或人際網絡有限考慮 良好溝通和社交技巧 思想正面，不甘平凡 查詢 電或whatsapp 96336822 蔡先生...

Job description and responsibilities Provide comprehensive Financial and Investment advice to clients. Identify clients’ needs and establish appropriate plans/retirement schemes. Legacy planning to High Net Worth individuals. Team building and participating in own career development.   Entry Requirements Associate Degree or above HK I.D Card holder and Welcome Mainland China Fresh Graduates with IANG student Energetic with Entrepreneurship Passionate, independent, self-motivated Experience in Ba...

Responsibilities Assist in developing marketing and advertising campaigns for personal loan Liaise with creative, media, social media, online & PR agencies and direct deal vendors for developing advertising and creative executions Monitor campaign schedule with creative agency/media agency to ensure timely roll-out of marketing campaigns in quality and accuracy Handle and manage the creative and artwork development of marketing collaterals for marketing and advertising campaigns to ensure co...