Responsibilities: On-the-job training to establish related asset and wealth management expertise Prepare customer’s portfolio to achieve client’s long-term financial objectives Prepare different scheme of proposals Identify client objectives and offer appropriate financial consultancy   Requirements: Degree holder or above in all disciplines Energetic and proactive Good command of spoken Cantonese and Mandarin Good communication and interpersonal skills...

Trade & Loan Services Department Senior Trade Services Manager (Job ID: 2389) Responsibilities To manage a team engaged in processing import/export trade finance transactions and factoring , including Factoring in accordance and ensure the prescribed service level standard is achieved. To monitor and control workflow and ensure compliance with regulatory requirements, internal policies and guidelines. To monitor team's performance and suggest system improvements for maximizing productivi...

Trade & Loan Services Department Assistant Manager (Trade Services)  (Job ID: 2391) Responsibilities:  To handle trade services transactions. To perform documents checking according to UCP & other international standard practices. To handle customer enquiries and participate in various business process improvement projects. To ensure compliance with regulatory requirements, internal policies and guidelines, To take up ad-hoc tasks as assigned. Requirements:  Post-secondary graduate. Hold...

Retail Lending Operations Department. Senior Planning & Process Manager (Job ID: 2786) Responsibilities To lead and manage a team and be responsible for the compilation of regulatory reports, e.g. HKMA returns and surveys. To monitor and perform quality checking for Credit Bureau Data Contribution and attained with high accuracy standard. To ensure all reporting are in compliance with regulatory requirements, data accuracy and on time submission. To ensure all reports are delivered in full c...

Retail Lending Operations Department Senior Clerk (Card Operations/Card Authorization) (Job ID: 2785) Responsibilities To handle authorization requests and merchant telephone enquiries. To handle authorization related activities. To perform ad hoc account maintenance. To perform other clerical duties.   Requirements HKCEE/HKDSE or above, with 5 subjects, including Chinese, English and Mathematics, at Level 2/Attained/Grade E or above. Minimum of 1 year’s experience in the banking industry is an ...

Trade & Loan Services Department Assistant Manager (Credit Administration) (Job ID: 2392) Responsibilities To handle credit administration transactions and customer enquiries To prepare loan documentation and ensure condition precedent fulfillment and input of customers’ credit facilities To participate in various projects and carry out intiatives for process improvement To ensure compliance with regulatory requirements, internal policies and guidelines To take up ad-hoc tasks as assigned Re...

East Asia Digital Information Services (Guangdong) Limited. Deputy General Manager – Customer Contact Centres (Job ID: 2782) Responsibilities To be a team member of East Asia Digital Information Services (Guangdong) Limited. To work currently at Mainland China's Guangdong Province under secondment arrangement. To lead the Customer Contact Centres including Hong Kong Hotlines, Mainland Hotlines and Telemarketing. To be responsible for planning, project management and staff development. To mee...

Trade & Loan Services Department Senior Credit Administration Manager (Job ID: 2390) Responsibilities To manage the credit administration team in relation to preparation of loan documentation, controlling condition precedent compliance and maintenance of customers’ credit facilities. To monitor and control workflow to ensure compliance with regulatory requirements, internal policies and guidelines. To monitor team performance and suggest system improvements for maximizing productivity and op...

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...

主要職責 Ÿ 接聽及解答客戶電話(無需 Cold Call)、電郵、WhatsApp一般查詢 Ÿ 向客户提供合適服務建議及跟進查詢安排 Ÿ 一般文書工作，如電腦開單 入職要求 Ÿ 中學程度 Ÿ 良好溝通能力及電話技巧 Ÿ 懂基本電腦操作 (MS Word, Excel) Ÿ 中英文輸入法 Ÿ 對客戶有耐性及有禮貌;能獨立處事;有責任心;具良好的溝通技巧...

* 理財事業企業家 * --代理事業創造你的第一桶金開始 --無限擴展機會 / 晉升管理層,創建自己的代理企業團隊 --工作價值 /  為客建立經濟保障,財富增值傳承,對社會褔利發揮積極影響 AXA 安盛 為財富管理經理提供專業培訓，替客人度身訂造最合適的計劃及服務，包括人壽保險、儲蓄、投資及退休計劃。加入我們，與團隊一起發展客戶網絡以開創成功商機，繼而晉升至團隊管理層，達致收入及個人事業擴展無上限！   你可以 獲得職前及在職培訓，助你晉身成行業內最頂尖的百萬圓桌（MDRT）會員。 透過各類型的專業培訓，配合富有經驗的導師提供個人指導，令你更快掌握成功秘訣。  為客人提供專業理財策劃服務：包括財富管理及分析，風險管理，投資，退休，MPF等。 提供中資產人士資產配置方案，為高端客戶提供遺產規劃意見 管理現有的並持續積極開拓新的高質人際網絡 與快樂團隊工作，work hark & life balance 發掘人才，助人成長， 習團隊 構及發展 專屬津貼240,000-720,000以上及獎金150,000以上 目標成為百萬年薪以上精英   有所想 無所動 只是夢 / 有所想 有...

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...

(香港、九龍及新界區) (具三年以上相關工作經驗) 有意者請按 立即申請  預約面試...

World Family is looking for a presenter who is comfortable in conducting English based workshop in a face to face and online environment. The presenter will be giving adults a tutorial on how to use the English Learning Products for their child.   Requirements: Able to conduct workshop comfortably in a face to face or online environment Great communicator in English A background in teaching is a plus   Pay rate: $400 per workshop   Work schedule & duration of workshop: Able to work on weeken...

(需到內地出差) (具三年以上相關工作經驗) 有意者請按 立即申請  預約面試...

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 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...

底薪 + 優厚佣金 (月入可達3萬或以上) 負責推廣私人貸款及信用卡 中學或以上程度 有電話銷售 / 銷售經驗者可獲優先考慮 工作地點﹕上水   申請資格 中學或以上程度 積極主動，具優質服務態度，自信及良好溝通技巧 有零售 / 銷售 / 客戶服務經驗者可獲優先考慮   員工福利包括 銀行假期 有薪年假及有薪休息日 有薪婚假、侍產假 有薪在職培訓 固定工作時間 良好晉升機會 進修資助...

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 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...