金融人 Financian

金融人 Financian 一個專門為金融業精英、獵頭及人事部而設嘅資源共享平台。
務求令各方以 一個專門為金融業精英、獵頭及人事部而設嘅資源共享平台。
務求令各方以最有效嘅渠道（金融人）搵到好工／好員工！

移左民都可以坐係到有百萬年薪？想創造多一個收入？點樣將自己的人脈轉化為價值？立即聯絡HenryK@jatrecruit.com或係下面留言啦😉 #幫到人更加幫到你自己
20/11/2022

移左民都可以坐係到有百萬年薪？
想創造多一個收入？
點樣將自己的人脈轉化為價值？
立即聯絡[email protected]
或係下面留言啦😉

#幫到人更加幫到你自己

06/12/2019

Our client, one of Hong Kong’s largest listed financial institution, is currently seeking a high caliber professional to join their Customer Contact Centre as 𝗦𝗲𝗻𝗶𝗼𝗿 𝗕𝗮𝗻𝗸𝗶𝗻𝗴 𝗦𝗮𝗹𝗲𝘀 𝗥𝗲𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝘃𝗲

𝗥𝗘𝗦𝗣𝗢𝗡𝗦𝗜𝗕𝗜𝗟𝗜𝗧𝗜𝗘𝗦

💥 Conduct sales activities and recommend appropriate general banking solutions to customers in a professional manner

💥 Handle customer enquiries and cross-sell extensive ranges of financial products

💥 Contribute to achieve the team’s service and sales objectives

💥 Support the Company’s initiatives when necessary

💥 Ensure the selling processes are in compliance with the Company’s policies and all applicable regulatory guidelines

𝗥𝗘𝗤𝗨𝗜𝗥𝗘𝗠𝗘𝗡𝗧𝗦

🎯 At least 5 subjects at Grade E / Level 2 / “Attained” or above in the HKCEE / HKDSE, including Chinese, English and Mathematics

🎯 Passes in the Insurance Intermediaries Qualifying Examinations (IIQE) Paper 1, 2 and 3 and Hong Kong Securities and Investment (HKSI) Paper 1, 7 and 8 preferred.

🎯 Minimum 1 year of sales / telemarketing experience, with exposure in financial projects an advantage

🎯 Strong sales and customer service orientation, with good communication and phone skills

🎯 Proficiency in both English and Chinese, with proficiency in Putonghua an advantage

🎯 High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Our client offers 💰𝐀𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐯𝐞 𝐑𝐞𝐦𝐮𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐏𝐚𝐜𝐤𝐚𝐠𝐞💰 to the right candidate.

Interested party please 👉𝐌𝐄𝐒𝐒𝐀𝐆𝐄 𝐔𝐒👈 for further discussions.

04/10/2019

Our client, one of Hong Kong’s largest listed financial institution, is currently seeking a high caliber professional to join their 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗦𝗲𝗰𝘁𝗼𝗿 𝗮𝘀 𝗠𝗮𝗻𝗮𝗴𝗲𝗿.

𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀:

💥 Support initiatives for business advancement in areas such as customer experience, sales, client relationship, staff development and internal process improvement

💥 Monitor metrics and performance indicators to maintain and enhance service quality levels and give advice on remedial action

💥 Assist revenue generating teams (such as Relationship Managers, Sales Managers, Portfolio Managers) with servicing support for customers

💥 Ensure customer complaints are duly forwarded to senior management or regulatory bodies or the Group as appropriate and in line with relevant policies

𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀:

🎯 University graduate with degree preferably in business administration, management and marketing related discipline; MBA degree-holder is a plus

🎯 Minimum 5 years’ experience in retail banking and wealth management, with at least 2 years in insurance business at managerial role

🎯 An in-depth knowledge of customer experience management and journey transformation

🎯 Strong drive in innovation and transformation

🎯 Excellent interpersonal, communication and presentation skills with proficiency in both English and Chinese

🎯 Good knowledge of application software

🎯 Great sense of ownership and servicing mindset to ensure efficient and effective customer service process

Our client offers 💰𝐀𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐯𝐞 𝐑𝐞𝐦𝐮𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐏𝐚𝐜𝐤𝐚𝐠𝐞💰 to the right candidate.

Interested party please 👉𝐌𝐄𝐒𝐒𝐀𝐆𝐄 𝐔𝐒👈 for further discussions.

16/09/2019

Our client, one of Hong Kong’s largest listed financial institution, is currently seeking a high caliber professional to join their Private Banking Department – Private Banking and Trust Services as 𝗦𝗲𝗻𝗶𝗼𝗿 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 / 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗠𝗮𝗻𝗮𝗴𝗲𝗿.

Responsibilities:

💥 Manage and develop portfolio of private banking clients

💥 Provide investment advice and deliver premium service to customers and execute their orders

💥 Perform investment portfolios analysis, monitor the performance and make necessary recommendation on portfolio re-allocation

💥 Manage the credit quality and monitor the exposure of customers’ loan portfolios

💥 Work with internal departments to solicit business referrals

Requirements :

🎯 University degree in relevant disciplines OR other relevant professional qualifications such as CFP or CFA

🎯 Minimum of 6 years’ banking experience, with good knowledge of investment products

🎯 Passes in HKSI licensing examinations

🎯 Strong communication, interpersonal, analytical and relationship management skills

🎯 Strong sales orientation and ability to work under pressure

🎯 Proficiency in both English and Chinese, fluency in Putonghua an advantage

🎯 High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Our client offers 💰𝐀𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐯𝐞 𝐑𝐞𝐦𝐮𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐏𝐚𝐜𝐤𝐚𝐠𝐞💰 to the right candidate.

Interested party please 👉𝐌𝐄𝐒𝐒𝐀𝐆𝐄 𝐔𝐒👈 for further discussions.

11/09/2019

Our client, one of Hong Kong’s largest listed financial institution, is currently seeking a high caliber professional to join their Corporate Banking Department as 𝗔𝘀𝘀𝗶𝘀𝘁𝗮𝗻𝘁 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗠𝗮𝗻𝗮𝗴𝗲𝗿.

Responsibilities:

� Manage and develop portfolio of corporate clients with an aim to deepen and broaden relationship with them

� Prepare credit proposals and approve credit facilities in accordance with relevant governing authorities

� Proactively conduct due diligent review to ensure credit quality

� Cross-sell a full range of banking products

� Provide guidance, coaching and support to junior members of the team

Requirements :

� University degree in Business Management, Banking, Finance or other relevant disciplines or equivalent, relevant professional qualification is a plus

� Minimum of 3 years’ experience in relationship management, preferably in financial institutions

� Passes in HKSI and relevant insurance licensing examinations preferred

� Strong communication, interpersonal and analytical skills

� Strong self-motivation and drive to succeed, with ability to work under pressure

� Proficiency in both English and Chinese, fluency in Putonghua an advantage

� High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Our client offers �𝐀𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐯𝐞 𝐑𝐞𝐦𝐮𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐏𝐚𝐜𝐤𝐚𝐠𝐞� to the right candidate.

Interested party please �𝐌𝐄𝐒𝐒𝐀𝐆𝐄 𝐔𝐒� for further discussions.

30/08/2019

Our client, one of Hong Kong’s largest listed financial institution, is currently seeking a high caliber professional to join their branch network as 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐒𝐚𝐥𝐞𝐬 𝐌𝐚𝐧𝐚𝐠𝐞𝐫. Candidate with solid exposure to PRC market may be invited to join the Cross Border Banking Services Team.

𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬:

💥 Formulate and implement sales strategic plans to achieve life insurance business targets assigned to the branch network

💥 Devise and drive tactical programs to elevate the professionalism and consultative selling skills of our sales staff.

💥 Support Area Insurance Manager/Branch Manager in formulating and implementing sales directives and drive relevant marketing activities for insurance business

💥 Ensure sales staffs are capable of cross-selling various types of insurance products and delivering innovative products to our customers

💥 Implement the Group’s compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relationships with regulating authorities

𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬:

🎯 University degree in a related discipline or other relevant qualifications such as CFA, CFP or CFMP an advantage

🎯 At least 5 years of insurance sales experience

🎯 Good communication, interpersonal and analytical skills

🎯 Strong self-motivation and drive to succeed, with ability to work under pressure

🎯 Proficiency in both English and Chinese

🎯 High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

🎯 Work location will be subject to change and to be decided by Line Management upon joining.

Our client offers 💰𝐀𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐯𝐞 𝐑𝐞𝐦𝐮𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐏𝐚𝐜𝐤𝐚𝐠𝐞💰 (up to $𝟓𝟓𝐊) to the right candidate.

Interested party please 👉𝐌𝐄𝐒𝐒𝐀𝐆𝐄 𝐔𝐒👈 for further discussions.

12/07/2019

Our client, one of Hong Kong’s largest listed financial institution, is currently seeking a high caliber professional to join their Private Banking and Trust Services Department as 𝗧𝗿𝘂𝘀𝘁 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗠𝗮𝗻𝗮𝗴𝗲𝗿

Responsibilities 🎯

Handle daily trust administration work in respect of different type of trusts and estate accounts etc. in accordance with Bank’s policies and procedures.

Build up and maintain long term client relationships to cater for wealth planning needs.

Ensure the Company’s trust operations are in strict compliance with all regulatory requirements and internal guidelines.

Requirements ✔️

Degree in Business Administration, Law, Accounting or related disciplines

Professional qualification in Society of Trust and Estate Practitioners (STEP) is a 𝗠𝗨𝗦𝗧

Minimum 8 years’ experience and extensive network in major bank or legal / accounting firm, with good knowledge of trust /estate/probate administration an advantage

Able to work independently with minimum supervision

Strong self-motivation, customer service orientation and attentiveness to detail

Good relationship management, communication, interpersonal and analytical skills

Proficiency in English and Chinese

Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes

Our client offers 💰𝐀𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐯𝐞 𝐑𝐞𝐦𝐮𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐏𝐚𝐜𝐤𝐚𝐠𝐞💰 with monthly basic salary up to 🤩$𝟱𝟱𝗞 🤩 to the right candidate.

Interested party please 👉𝐌𝐄𝐒𝐒𝐀𝐆𝐄 𝐔𝐒👈 for further discussions.


09/07/2019

Our client, one of Hong Kong’s largest listed financial institution, is currently seeking a high caliber professional to join their Private Banking and Trust Services Department as 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 𝐀𝐝𝐯𝐢𝐬𝐨𝐫

𝐏𝐫𝐢𝐧𝐜𝐢𝐩𝐚𝐥 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬 🎯

Develop and maintain close relationship with customers and provide them with professional trust services to solicit new trust business in accordance with the Company’s policies and conducting legal review of trust documents etc.

Support, train up and raise the professionalism of frontline staff in trust knowledge and work closely with different lines of business to identify new trust business opportunities.

Implement business / pricing strategies as well as keep abreast of the latest market situation and development.

𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬 ✔️

University degree in Law, Accounting or related disciplines with a professional qualification in Society of Trust and Estate Practitioners (STEP) is a 𝗠𝗨𝗦𝗧.

Minimum 8 years of experience in trust services with a major bank trustee or an accounting firm with supervisory experience

Good knowledge of sales and marketing of trust business and/or customer service.

Extensive network in legal, taxation and trust fields.

Good relationship management, communication, interpersonal and analytical skills.

Strong self-motivation and ability to work under pressure

Proficiency in both English and Chinese, with proficiency in Putonghua an advantage

Our client offers 💰𝐀𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐯𝐞 𝐑𝐞𝐦𝐮𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐏𝐚𝐜𝐤𝐚𝐠𝐞💰 to the right candidate.

Interested party please 👉𝐌𝐄𝐒𝐒𝐀𝐆𝐄 𝐔𝐒👈 for further discussions.

08/07/2019

不久前朋友開玩笑跟我說，想成為年薪百萬的人要具備6個特徵:長得胖、老得快、皺紋多、頭髮白、壓力大、沒時間。聽完之後我個心離一離。

05/07/2019

Our client, a global health service leader, has the following 𝗩𝗔𝗖𝗔𝗡𝗖𝗬 - Senior Officer, Personal Choice

🎯 𝐉𝐨𝐛 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬

Support the delivery of the Company’s visions and strategies

Conduct employee benefit plan presentation to clients and members as well as promote health insurance plans in workplace

Assist members to bridge the gaps in their risk exposure and recommend on relevant insurance protection solutions matched to members’ needs

Cross-sell and up-sell various types of insurance products to achieve assigned sales targets

✔️ 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬

Minimum 2 years' experience in insurance agency or telemarketing

Experience in health insurance products is essential

Detail-oriented, organized and able to work under pressure

Strong communication and interpersonal skills

IIQE Paper 1,2,3 are required

𝐀𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐯𝐞 𝐑𝐞𝐦𝐮𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐏𝐚𝐜𝐤𝐚𝐠𝐞 will be offered to the right candidate.

Interested party please 𝗠𝗘𝗦𝗦𝗔𝗚𝗘 𝗨𝗦 for further discussion.

21/06/2019

Our client, a leading local bank, is looking for a high caliber to join their Commercial Credit Department as a Credit Manager

𝐑𝐎𝐋𝐄 𝐃𝐄𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍𝐒 🎯

In this role, you will be responsible for providing independent assessment of credit proposals originated from the Company’s Commercial Banking Division, ensuring that such proposals adhere to regulatory and policy guidelines and the Company’s credit standards, before approving or submitting to higher levels for further approval. You will also be responsible for post-approval monitoring of the relevant client portfolio and other credit-related duties

𝐑𝐄𝐐𝐔𝐈𝐑𝐄𝐌𝐄𝐍𝐓𝐒

To meet the challenges, you should have the following qualifications and attributes:

✔️Degree holder with minimum 5 years of credit related experience in commercial banking

✔️ Self-motivated and independent with an analytical mindset

✔️Comfortable to deal with details

✔️ Good credit assessment skill, with sound knowledge in commercial banking loan products and proficiency in analyzing complex groups

✔️ Good verbal and written communication skills, and good team player

💰 Our client offers 𝐀𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐯𝐞 𝐑𝐞𝐦𝐮𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐏𝐚𝐜𝐤𝐚𝐠𝐞 to the right candidate. Interested party please 𝐌𝐄𝐒𝐒𝐀𝐆𝐄 𝐔𝐒 for further discussions.

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Hong Kong

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Saturday 09:00 - 17:00

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