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- ...of business ranges from insurance, investment, and retirement to MPF. To cope with our business expansion, we now invite dynamic a... ... Candidates with less experience will be considered as Assistant Officer Attractive salary and fringe benefits, including 5-day work w...
- The Job To assist in preparing training materials and conducting training sessions for MPF intermediaries / their representatives / representatives of trustees and industry associations; To assist in assessing applications for approval of core continuing profess...
- Key Responsibilities: Handle daily MPF Funds transactions and valuation Conduct daily cash and position reconciliations, resol... ... Candidates with less experience will be considered as Assistant Officer Location: Wanchai Salary: Neg for any query, pls call M...
HKD 18k - HKD 35k /月
The Company A leading global bank The Role Perform and monitor daily operational and administration tasks to ensure timely, quality service and compliance with statutory deadlines Assist in preparing statistics for management reporting, review and validate ac...- We are currently seeking a high caliber professional to join our team as Manager, Business Development (MPF), reporting to Head of Sales Distribution and Client Relations. Principal Responsibilities: Lead a team to grow the MPF business and enhance market share. ...
- Contract Officer (MPF case & complaint handling, up to $25k) Responsibilities Deliver timely support to clients regarding issues and complaints related to MPF administration, both verbally and in writing Provide professional responses an...
- Assistant Client Relations Manager (MPF) Insurance Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum ...
- ...on, with substantial exposure to regulated mutual funds, Mandatory Provident Fund (MPF) or Occupational Retirement Schemes Ordinance (ORSO) scheme operations Proficiency in MS Office, including MS Word and Excel Good command of written and spoken English and C...
- 工作職責 Setting up financial planning for clients Help clients achieve financial growth Establish customer service system. ·為客戶提供不同強積金方案，了解市場及行業法規 ·善用團隊與公司資源，運用多元化產品與服務，學習定制風險投資方案 ·領導團隊支援，獲得更加集中的團隊資源 ·積極拓展客戶資源
- 工作職責 handle MPF order follow up
- 工作職責 MPF推廣主任 月薪： 薪金範圍：30,000−60,000 根據個人經驗及業績表現而定。 工作內容： 1.MPF戶口整合及轉轉：協助客戶整合其強積金戶口，提供專業意見以優化資產配置。 負責處理強積金戶口的轉換流程，確保客戶的轉換過程順利無阻。 2.為客戶提供售前、售中及售後一條龍服務： 售前服務：與客戶進行初步接觸，了解其需求及目標。 提供專業的風險評估，幫助客戶了解其投資風險及潛在回報。 售中服務：為客戶度身定製專業專屬的理財方案，包括退休規劃、個人儲蓄及投資分析。 定期與客戶回顧及調整理財方案，確保其符合客戶...
- ...team. If you are looking for a career, not just a job, here is a good opportunity for you. Handle staff and customer inquiries on MPF and Insurance products Manage routine administration tasks and prepare periodic management and financial reports for departments ...
- Job Duty MPF推廣專員 每月薪金範圍：30,000−40,000 根據個人工作經驗、技能及業績表現而定 。 工作內容： 1.協助客戶處理強積金申請文件：協助客戶準備所有所需的強積金申請文件 包括身份證明、工作證明及其他相關文件。確保文件的準確性及完整性。 檢查文件是否符合申請要求，避免申請延誤。 2.跟進客戶個案：定期聯絡客戶，了解其強積金申請進度及需求。透過電話、電子郵件或面談進行聯絡。提供專業意見，解答客戶在申請過程中的疑問。包括解釋強積金相關政策及流程。 3.向經理匯報進度：定期向經理匯報客戶個案進展及遇到的...
- 您是我們的保險營銷團隊尋找的人才 無論您是初入職場的新人，還是渴望轉型的專業人士，只要您具備以下特質，歡迎加入我們的精英營銷團隊： 學歷要求：中六（HKDSE）或以上學歷，國內本科畢業，具備良好數學 及 中/英文 能力，接受已申請高才/優才計劃人仕加入。 (國內學歷須由相關學術機構發出認證證明) 個人特質：積極進取、熱衷於服務客戶、具備團隊合作精神及抗壓能力。 加分項目：持有香港保險中介人牌照（卷一、三）或 願意考取相關資格。 全面的培訓支持 : 專業資格輔導：為未持牌者提供免費考試培訓，助...
- ...e uproar in business, they are expanding the team with new headcounts. As a leader in traditional funds such as Pension Funds, ORSO, MPF Funds, Mutual Funds, they are looking for experienced talent to join the team. Your new employer is hiring a Manager, Fund Accountin...
- 工作職責 MPF Management Manager 強積金管理主任 - 向客戶提供全面的財富管理建議包括個人和企業客戶 - 為客戶進行強積金檢視及轉移整合服務 - 為客戶提供財務計劃，建立資產配置組合 - 領導團隊並實施團隊管理的規劃，建立屬於自己的團隊
- ... marketing experience. - Strong leadership skills with the ability to motivate and manage a team. - communication and negotiation skills. - Proficient in CRM software and Microsoft Office Suite. - Ability to analyze data and make informed decisions based on insights.
- Job Duty 工作範圍 • 學習金融和財富管理方面的知識，並考取各種專業資格，為客戶提供全面的金融和財務建議 • 協助客人登記重整強積金帳戶
- ...egy and COO & Digital Transformation We are currently seeking a high calibre professional to join our team as a Universal Banker MPF. Principal Responsibilities Provide excellent customer service, enabling customers to enjoy the full benefits of our Mandatory...
- Job Duty Job Highlights 加盟獎金及培訓津貼可達HKD17,000, 每月入息高達HKD22,000-50,000或以上 發展潛能，快速晉升事業發展階梯 傲視同儕強積金平台建立客戶網絡，有效工具支援開發客源 您的主要職責: 為客戶提供各項專業的理財方案，強積金咨詢, 風險管理、健康保障、退休計劃及財富累積 建立良好客戶關係，拓展客戶網絡，定期了解他們的財政需要及檢討現有理財計劃 為現有客戶提供優質跟進服務及處理理賠事項 建立及管理專業營業團隊 如果您年輕、有活力和有志於理財事業中長遠發展，並符合以下條件:...
