職位搜尋

職位資料

公司名稱 (英文) : AMG Financial Group Limited
公司名稱 (中文) : 安柏環球金融集團有限公司
職位名稱 : Senior Officer- Client Service & Business Support Officer
空缺數目 : 1
工作種類 : Consulting / Analyst
Insurance
僱用類別 : Full-Time
每週工作日數/ 時數 : 5 working days
工作地點 : HK - Hong Kong Island
工作經驗 : 3 - 5
工作內容 :
  • Handle client and financial adviser enquiries, insurance applications, policy servicing and trust-related matters.
  • Coordinate with insurers, advisers, service providers and internal teams to ensure smooth operations and timely resolution of issues.
  • Review documents, follow up on outstanding cases and ensure accuracy, compliance and service standards. Resolve complex cases, support junior team members and maintain operational records and reports.
  • Improve workflows and operational efficiency
所需資格 :
  • 3-5 years of experience in client servicing or operations, preferably in insurance, wealth management, financial services or trust administration.
  • Good knowledge of insurance applications, policy servicing and documentation requirements. Familiarity with AI tools and digital solutions to improve operational efficiency is an advantage.
  • Strong communication, problem-solving and organizational skills, with the ability to multitask and work independently.
  • Proactive, responsible and customer-focused, with a strong sense of ownership and commitment to service excellence.
  • Proactive, detail-oriented and customer-focused team player with good written and spoken English and Chinese (Cantonese). Proficiency in Korean will be an advantage.
薪酬範圍 : Negotiable
申請方法 :
電郵 : hr_recruitment@amgwealth.com
截止報名日期 : 15/11/2026
聯絡人 : Miss Leung