905 Banking Specialist jobs in Hong Kong

Responsibilities:

• Assess clients' financial goals and risk profiles to recommend tailored insurance solutions

• Conduct joint meetings with Relationship Managers to present proposals and close sales.

• Identify and capture insurance opportunities within the bank's client base, especially among HNWI

• Expand the insurance portfolio through proactive client engagement and referrals.

• Stay updated on product features, market trends, and regulatory changes.

• Provide training and coaching to Relationship Managers on insurance products and sales techniques.
• Ensure all insurance recommendations comply with internal policies and regulatory standards.
• Maintain accurate documentation and uphold high standards of conduct.

Requirements:

• University degree in Finance, Business, or related field.
• Professional certifications such as CFP, CFA, or IIQE (for Hong Kong) preferred.
• Minimum 5 years of experience in insurance sales, ideally within private or semi-private banking.
• Strong interpersonal and presentation skills.
• Proven track record in meeting sales targets and delivering client satisfaction.

2 days ago Be among the first 25 applicants

Direct message the job poster from Fosun Wealth Holdings

• Perform institutional account opening and document checking according to the internal guidelines and ensure full compliance under rules and regulations.
• Handle and follow up Institutional clients’ enquiries, liaise with external parties and internal staff based on feedbacks gathered from clients.
• Ensure timely, complete and accurate documentation review for all client account opening records (including both individuals and corporates).
• Work closely with front & back office teams to establish and enforce service procedures, policies and standards.
• Handle clients’ inquiries and complaints.
• Conduct periodic review of the existing client information.
• Design and implement operational procedures complied with internal guidelines and relevant regulatory requirements.
• Handle Ad-hoc tasks as required.

• Degree holder in Business, Finance or other related disciplines.
• At least 1+ years working experience in Client Onboarding and CDD / KYC / AML in investment and securities business.
• SFC type 1 license holder / pass of relevant papers.
• Excellent in client service mindset and interpersonal communication skill. Proficient in MS Office applications (e.g. Word, Excel, PowerPoint) and Chinese word processing.
• Good command of written and spoken English and Chinese, fluency in Putonghua. Candidate with more experience will be considered as Senior Customer Service Officer.

• Entry level

• Full-time

• Finance, Strategy/Planning, and Consulting

• Investment Banking, Financial Services, and Business Consulting and Services

Location: Central & Western District, Hong Kong SAR

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2 days ago Be among the first 25 applicants

Direct message the job poster from Fosun Wealth Holdings

• Perform institutional account opening and document checking according to the internal guidelines and ensure full compliance under rules and regulations.
• Handle and follow up Institutional clients’ enquiries, liaise with external parties and internal staff based on feedbacks gathered from clients.
• Ensure timely, complete and accurate documentation review for all client account opening records (including both individuals and corporates).
• Work closely with front & back office teams to establish and enforce service procedures, policies and standards.
• Handle clients’ inquiries and complaints.
• Conduct periodic review of the existing client information.
• Design and implement operational procedures complied with internal guidelines and relevant regulatory requirements.
• Handle Ad-hoc tasks as required.

• Degree holder in Business, Finance or other related disciplines.
• At least 1+ years working experience in Client Onboarding and CDD / KYC / AML in investment and securities business.
• SFC type 1 license holder / pass of relevant papers.
• Excellent in client service mindset and interpersonal communication skill. Proficient in MS Office applications (e.g. Word, Excel, PowerPoint) and Chinese word processing.
• Good command of written and spoken English and Chinese, fluency in Putonghua. Candidate with more experience will be considered as Senior Customer Service Officer.

• Entry level

• Full-time

• Finance, Strategy/Planning, and Consulting

• Investment Banking, Financial Services, and Business Consulting and Services

Location: Central & Western District, Hong Kong SAR

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Overview

Our client is a well-established financial institution hiring a Hotline Customer Service professional to join their team. This role focuses on client engagement through phone and digital channels, supporting pension funds and retirement services.

• Respond to MPF and ORSO-related inquiries via hotline and digital platforms in excellent customer service standard
• Process transactions including fund transfers, withdrawals, and scheme consolidations
• Provide clear explanations of scheme benefits, investment options, and procedures
• Resolve complex client cases by coordinating with internal departments
• Promote digital self-service tools and retirement planning resources
• Collaborate with compliance and operations teams to address client needs

• Bachelor's degree in a business-related discipline
• 2–6 years of experience in banking or financial services, ideally in a call centre or customer service role
• MPF Examination pass is preferred
• Holder of relevant SFC license or HKSI Paper 1, 7, 8 (or equivalent)
• Familiarity with MPF and ORSO schemes is an advantage
• Strong communication skills in English, Cantonese, and Mandarin
• Candidates with less experience will be considered for Officer level
• Candidates may obtain the required licenses after onboarding

How to apply: If you are interested in this role, please click "APPLY" or send your updated CV to Only shortlisted candidates will be notified. All personal data collected will be kept strictly confidential and will be used solely for recruitment purposes.

For more job openings, please visit

#ConnectedGroup #Stayconnected

Our client is a well-established financial institution hiring a Hotline Customer Service professional to join their team. This role focuses on client engagement through phone and digital channels, supporting pension funds and retirement services.

• Respond to MPF and ORSO-related inquiries via hotline and digital platforms in excellent customer service standard
• Process transactions including fund transfers, withdrawals, and scheme consolidations
• Provide clear explanations of scheme benefits, investment options, and procedures
• Resolve complex client cases by coordinating with internal departments
• Promote digital self-service tools and retirement planning resources
• Collaborate with compliance and operations teams to address client needs

• Bachelor's degree in a business-related discipline
• 2–6 years of experience in banking or financial services, ideally in a call centre or customer service role
• MPF Examination pass is preferred
• Holder of relevant SFC license or HKSI Paper 1, 7, 8 (or equivalent)
• Familiarity with MPF and ORSO schemes is an advantage
• Strong communication skills in English, Cantonese, and Mandarin
• Candidates with less experience will be considered for Officer level
• Candidates may obtain the required licenses after onboarding

How to apply: If you are interested in this role, please click "APPLY" or send your updated CV to Only shortlisted candidates will be notified. All personal data collected will be kept strictly confidential and will be used solely for recruitment purposes.

For more job openings, please visit

#ConnectedGroup #Stayconnected

A fast-growing Fintech is hiring for their Customer Services team

You will connect consumers to financial institutions to help them get the best personal loans.

Client Details

Fast-growing Fintech.

Description

• Be the customer's main point of contact and ensure that their loan application, queries, expectations or issues are dealt with timely and in adherence to our CX principles and goals
• To liaise between customers and partners, to ensure optimal matching between the two
• To execute on and achieve sales targets, and help drive the most optimal outcomes for the borrowers we serve
• To develop & nurture customer relations based on CX principles and through consistent and active communication, and excellent post-application support

Profile

• Fresh graduate welcome
• Experience in customer success or customer-facing sales is an advantage
• Outstanding negotiation and communication skills
• A mentality and attitude that thrives on being in a very fast-paced environment and part of a team of high-achieving individuals
• Patience, persistence and persuasiveness
• Fluent in English and Cantonese

Job Offer

Competitive package and growth opportunity.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact June Kwong on

Duties :

• Handle daily merchandising activities and order follow up ;
• Maintain good relationship and smooth communication with customers and suppliers ;
• Handle ad-hoc assignment as assigned

Requirements:

1. At least 2 years of hands-on experience in working closely with users to collect the data, in business intelligence implementation and data warehouse related projects.
2. Strong sense of responsibility, independent and detailed mind.  With ability to work with multi-tasking & work efficiency;
3. Proficiency in MS office, good command of both written and spoken English and Chinese ;
4. Oversee the customer service team, ensuring high-quality service.
5. Applicant with more experience in the garment field as well.

We offer competitive compensation and benefits package to the suitable candidate. Interested parties are welcome to send your full resume with PRESENT and EXPECTED SALARY and AVAILABILITY by clicking "Apply Now".  All personal data will be used for recruitment purpose only.

客戶服務及銷售助理 - 花店

中西花店 Anglo Chinese Florist Limited位於中環區已79年, 我們誠邀一位熱心友善的您加入我們的團隊,擔任客戶服務及銷售助理, 負責為我們的顧客提供卓越的購物體驗。

您的工作

• 以熱情友善的態度接待顧客, 包括WhatsApp, 電郵等訂單、處理投訴
• 協助顧客挑選合適的花藝/植物產品
• 處理顧客下單及付款程序, 做報價單
• 主動WhatsApp email及致電客戶以更新客戶紀錄及提醒節日優惠
• 根據需要協助團隊文書及其他雜項工作

我們期待您擁有

• 良好的客戶服務態度及溝通技巧
• 熟悉零售或花藝行業的工作經驗優先
• 精通中文(廣東話)及英語優先
• 細心、耐心及富責任心
• 具團隊合作精神
• 主動學習

我們提供

• 具吸引力的薪酬待遇
• 員工培訓及發展機會
• 員工折扣優惠
• 中西醫及基本牙醫醫療
• 每月業績獎金及旺季酌情性獎金

如您有興趣,歡迎立即遞交您的履歷。我們期待與您合作,一起創造美好的顧客體驗。

職責:

• 透過電話 / Whatsapp / Email 處理訂單,並確保訂單紀錄正確
• 處理客戶查詢及任何跟進事宜
• 以電話/ 電郵為客戶提供服務,維持良好客戶關係
• 執行主管安排的其他工作

資歷:

• 中五或以上程度
• 良好電話禮儀、溝通技巧及解難能力
• 懂閱讀及書寫中英文
• 熟悉電腦應用軟件,如MS Office和中英文輸入
• 歡迎其他行業人士或應届畢業生加入

工作時間及待遇:

• 星期一至六 (5 天日間輪班):上午8時至下午6時或上午8時半至下午6時半,每週工作5天,每天工作9小時
• 月薪$15,000 - $18,000, 酌情花紅、表現獎金、培訓津貼、醫療福利、有薪年假10日起、生日假、有薪婚假及恩恤假、侍產假20日、太古集團購物優惠、廠內飲品任飲、免費廠車服務、員工康樂活動

以下其中一個申請方法:

1. 按"Quick Apply" 提交履歷表申請, 註明現時及期望薪金, 最快上班日期

2. 招聘熱線:

*申請人所提交之個人資料將絕對保密及只作招聘用途。所有個人資料將在招聘後銷毀。

Responsibilities:

• Make outbound / inbound calls for customer order taking and maintain accurate order records
• Handle customers' enquiries and all follow up matters
• Provide customer services via phone and e-mail
• Perform ad hoc duties as assigned

Requirements:

• Form 5 or above
• Good telephone manner, communication and problem-solving skills
• Good command of written and spoken English and Chinese
• Proficient in using MS Office and Chinese word processing
• Recent graduates and candidates from other industries are also welcome

Interested parties please submit your resume with current and expected salary and your availability by clicking 'Quick Apply'.

*Personal data provided are treated in strictest confidence and for recruitment purposes only.  All information will be destroyed after the process completed.*