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- 工作職責 崗位職責： 開發新客戶，維護現有客戶關係，提供專業的方案。 了解客戶需求，為其量身定制產品。 定期回訪客戶，提供保單服務及理賠協助。 參加公司培訓，提升專業知識與銷售技巧。 資格要求： 1.學歷要求：適合DSE 5科合格、大學應屆畢業生、研究生、高才通、優才、IANG及受養人簽證持有者（無需有金融相關經驗)。 2.個人特質：具備良好的學習能力、自我驅動，和強烈的服務意識，能夠在壓力下工作。 3.溝通能力：擁有優秀的口頭及書面表達能力，能夠有效地與客戶進行交流。 有意者請附個人簡歴電郵至 [email protecte...
- ... Medical and Life insurance coverage, including your spouse and children Role Purpose: We are seeking a highly motivated Financial Analyst to be the financial partner for our dynamic Online Business. In this role, you will go beyond traditional reporting to pr...
- 工作職責 - Identify the needs of high-net-worth clients and provide comprehensive financial advice. - Offer risk management, wealth protection, investment, MPF, and retirement planning services. - Develop corporate solutions and employee benefits plans for corporate cli...
- 工作職責 職位描述 # 招聘：高才/IANG/優才 財富管理经理 (Financial Planner Manager) ## 職位概述 大學學士或以上學歷 香港永居/IANG/高才/優才/受養人簽證持有者 良好的客戶服務及溝通技巧 積極主動、富同理心及具備強烈的目標導向 我們提供: 具競爭力的薪酬及績效獎勵 全面的在職培訓及持續發展機會 ## 如何申請 有興趣的候選人請將您的履歷和求職信發送至 [[email protected]]。我們期待著您的加入，與我們一起推動公司未來的發展！
- ...ms to design client acquisition strategies (e.g., personalized financial solution campaigns) Nurture client relationships through omnic... ...treach strategies Client Interaction Experience: Shadow senior advisors during client pitch sessions Lead quarterly educational webina...
- ...ivities, including roadshows, training sessions, and demos for advisors and distribution leaders. Provide project management suppor... ...hange management, operations, or digital transformation within financial services (life insurance experience preferred). Proven trac...
- ...elated to event management; (d) provide secretarial and logistical support to committees and meetings as required; (e) handle financial matters associated with event planning and execution; (f) facilitate effective communication and collaboration with internal an...
- ...e proper internal control procedures are maintained and accounting policies are followed · Ensure the integrity and accuracy of financial and accounting information of the facility · Analyse information and deliver regular reports and updates to Hong Kong Managemen...
- ...problem-solving skills. Comfortable working in a fast-paced environment with tight deadlines. Proficient in Excel and other financial modelling tools. Responsibilities Manage the day-to-day accounting operation of the company in Account team Preparing ye...
- ...g market position is supported by new leadership with a proven track record of success, a long-term strategy to drive growth, and financial strength to continue to capture market share. Our culture of continuous improvement is supported by a global team dedicated to pr...
- ...es including investigating new business capital metrics by risk component under base and stress scenarios, supporting analysis in financial reinsurance solutions for capital optimization. Collaborate on actuarial department projects, offer modelling expertise and an...
- ...luding 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial services, including those of securities, insurance and funds, with a focus on commercial and retail banking as well as global mar...
- ...nternal reinsurance operating guidelines and external regulatory requirements (GL17, GL12, and Cap 41R). Supervise reinsurance financial reporting, monitor and report reinsurance activities and counterparty risks, manage in-force treaties with recommendation, review...
- ...lify prospects for fit with Parcel Pro solution and to schedule appointments. Researches potential customer information (e.g., financial status, products sold, markets, etc.) to ensure viable prospect and to support credit application. Conducts sales visits to pr...
- ...ess and partnership opportunities. Growth Planning: Develop and implement strategic plans focused on sustainable business and financial growth. Opportunity Research: Conduct market research to uncover emerging EMS opportunities and foster long-term relationship...
- 工作職責 Roles And Responsibilities: Provide professional financial services to clients in Hong Kong and the Mainland, including wealth management and portfolio advice, education fund planning, pension planning, investment planning, risk fund planning, team management,...
- ...(Cantonese and Mandarin) ~ Proficient in MS office applications (Word, Excel) ~ Immediately available is highly preferred. ~ Financial/Sales analysis skill is highly preferred. ~ Fresh Graduate are welcome. Data collected will be used for recruitment purpo...
- ...elated to event management; (d) provide secretarial and logistical support to committees and meetings as required; (e) handle financial matters associated with event planning and execution; (f) facilitate effective communication and collaboration with internal an...
- ...luding 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial services, including those of securities, insurance and funds, with a focus on commercial and retail banking as well as global mar...
- ...ervice of which 2 – 3 years are at supervisory level with good knowledge in insurance industry Good knowledge of insurance and financial services Competent knowledge in customer service functions In-depth knowledge of insurance principles and terminology Co...
- ...and ensure accuracy and quality. Support in product implementation to ensure smooth launch of product as scheduled. Conduct financial analysis on special quotation and review illustrations. Responsible to prepare user requirement and preform UAT for system dev...
- ...r minor in (Industrial, Mechanical, or Software) Engineering is highly valued for your systematic approach to problem-solving. Financial Acumen: A background or minor in Finance, or proven experience in cost accounting, budgeting, and financial modeling within an op...
- ...rom internal and external parties regarding middle office matters. Requirement ~ Degree(s) holder in Accounting, Finance or Financial Engineering. CFA or CIPM will be an advantage. ~10 years’ relevant working experience in either MPF or asset management industr...
- ...ounting operations including accounts payable and accounts receivable, vouchers and cheque payments • Handle monthly and yearly financial analysis, cash flow forecasting and budget • Assist CS and administration work • Participate in ad hoc assignments Job Req...
- ...ities 5 day work week Competitive Pay With Quarterly Bonus + Year End Bonus + Company trips Responsibilities Deliver professional financial services: Risk management, Retirement planning, and Wealth accumulation. Build and manage client relationships. Promote our Premi...
- ...tics, Statistics, Marketing or related disciplines At least 1-2 years’ relevant life insurance experience in life insurance or financial industry Basic knowledge in insurance products Excellent knowledge and experience in using Microsoft Office applications (P...
- ...n Hong Kong, Macau, Singapore and Indonesia is a wholly-owned subsidiary of China Life Insurance (Group) Company, China’s largest financial insurance corporation. Responsibilities: Lead and coach the junior staff to support daily operations of designated investme...
- ...luding 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial services, including those of securities, insurance and funds, with a focus on commercial and retail banking as well as global mar...
- Job Duty Job Descriptions : - Provide professional financial services including protection and wealth accumulation products to individual Clients - Provide group and pension solutions to corporate Clients - Expand potential market with active exploration - Plan and...
- ...urrent & new market sectors within the EMS Industry Developing growth strategies and plans which focus on overall business and financial development Conduct research to identify new EMS opportunities and build long term relationships with new customers Prepare...