Financial Planning, Settlements, Client Services Jobs

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Find banking & financial services jobs such as branch staff, investment banking and financial planning positions. Search for stockbroking employment or a career in corporate finance.

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client service manager jobs

customer service jobs

client service officer jobs

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Listed one hour ago

Summer Internship Programme 2024

at Sun Life Hong Kong Limited

This is a Part time job

Hung Hom, Kowloon City District

$3,000 – $4,000 per month

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Selected candidates will provided every month $3000 Allowance
Hiring priority will be given to potential candidates
Certificate will be awarded

1h ago

Be an early applicant

Listed four hours ago

Officer / Senior Officer, Banking Services (1-year Contract)

at China CITIC Bank International Limited

This is a Contract/Temp job

Tsim Sha Tsui, Yau Tsim Mong District

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

Handle account opening and loan documentation
Co-ordinate and obtain reports on customers
1-2 years' banking experience

4h ago

Listed five hours ago

Customer Services /Marketing Officer

at Manulife (International) Limited

This is a Full time job

Ngau Tau Kok, Kwun Tong District

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

Provide Customer Services, Sales & Marketing support
5 day work week & youthful working environment
$15000-$25000 plus discretionary bonuses

5h ago

Be an early applicant

Listed one day ago

Front office - Remittance (Deposit Team)

This is a Full time job

Admiralty, Central and Western District

subClassification: SettlementsSettlements

classification: Banking & Financial Services(Banking & Financial Services)

KOREAN SPEAKING
5-DAY WORK WEEK
ORSO SCHEME / MEDICAL INSURANCE

1d ago

Listed eleven hours ago

Senior Officer, Client Servicing

at Quality HealthCare Medical Services Ltd

This is a Full time job

Kwun Tong, Kwun Tong District

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

5-Day work week, 16 Days AL, Medical Benefits, Discretionary Bonus
Flexible Working Hour, Work Life Balance and Young Energetic Team
B2B Account Management Experience is an advantage

11h ago

Listed seven hours ago

Client Onboarding Dept – Officer

at Quam Securities Limited

This is a Full time job

Sheung Wan, Central and Western District

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

5 days workweek in Sheung Wan
Education Allowance, Medical, Dental and Insurance
Financial Services Industry

7h ago

Listed four hours ago

Assistant Relationship Manager

This is a Contract/Temp job

Central and Western District

$23k - $25k p.a.

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

Asssit RM for KYC and account opening process
Responsible for client management & cross-selling
1 Year renewable contract

4h ago

Be an early applicant

Listed four hours ago

Customer Service Office - up to 21K, banking

This is a Full time job

Central and Western District

$20k - $21k p.a.

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

Assist clients to open e-banking accounts
Handle simple enquiries from customers
1 Year renewable contract

4h ago

Be an early applicant

Listed five hours ago

Assistant Director – Settlement

at Webull Securities Limited

This is a Full time job

Tsim Sha Tsui, Yau Tsim Mong District

subClassification: SettlementsSettlements

classification: Banking & Financial Services(Banking & Financial Services)

Online Brokerage Firm/ Fintech Company
Assistant Director - Settlement
Competitive Remuneration Package

5h ago

Be an early applicant

Listed one hour ago

Management Trainee Program 2024

at Sun Life Hong Kong Limited

This is a Full time job

Hung Hom, Kowloon City District

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

1h ago

Be an early applicant

Listed two hours ago

Distribution Operations Clerk (Investment field)

at Peoplus Recruitment

This is a Full time job

Admiralty, Central and Western District

subClassification: SettlementsSettlements

classification: Banking & Financial Services(Banking & Financial Services)

Clerical support to investment operation team
Good PC knowledge and English skills
Immediately available is an advantage

2h ago

Be an early applicant

Listed ten hours ago

VP, Financial Planning & Control

at Captiare Limited

This is a Full time job

Central and Western District

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Major regional bank recruiting for a VP in Financial Planning and Control
To assist the team head of IT department in budget planning and control
To Develop financial policies and plans

10h ago

Listed two days ago

Client Accountant

at Clement C W Chan & Co

This is a Full time job

Wan Chai District

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

5-days work week, bank holiday Medical insurance Discretionary bonus
Overtime compensation benefit 11 days Annual leave & birthday leave

2d ago

Listed six hours ago

Manager - Payment Team, Global Technology & Operation

at Haitong International Management Services Company Limited

This is a Full time job

Wong Chuk Hang, Southern District

subClassification: SettlementsSettlements

classification: Banking & Financial Services(Banking & Financial Services)

6h ago

Be an early applicant

Listed eleven hours ago

Financial Consultant/Financial Planning Manager (Welcome graduates)

This is a Full time job

Ngau Tau Kok, Kwun Tong District

$14,000 – $21,000 per month

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Free overseas conferences
High commission
Monthly bonus, Year-end bonus

11h ago

Be an early applicant

Listed one hour ago

Summer Internship Programme 2024

at Sun Life Hong Kong Limited

This is a Part time job

Hung Hom, Kowloon City District

$3,000 – $4,000 per month

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

1h ago

Be an early applicant

Listed two days ago

Summer Internship Programme 2024

at Sun Life Hong Kong Limited

This is a Part time job

Hung Hom, Kowloon City District

$3,000 – $4,000 per month

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Selected candidates will provided every month $3000 Allowance
Hiring priority will be given to potential candidates
Certificate will be awarded

2d ago

Listed one day ago

大學生財策實習計劃 / Summer Internship Program

at Elite Financial Planning Consultancy Limited

This is a Full time job

Fortress Hill, Eastern District

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

獲 AIA 500強上市公司實習經歷
具備行業認受性的實習證書
優秀學員可獲獎學金HK$2,000

1d ago

Be an early applicant

Listed twelve hours ago

ASSO, Private Banking Operation Support

at BOC International Holdings Ltd

This is a Full time job

Sheung Wan, Central and Western District

subClassification: SettlementsSettlements

classification: Banking & Financial Services(Banking & Financial Services)

Minimum 2~5 years working experience in supporting Fixed Income, OTC Derivatives
Familiar with both Ops and middle office support
Ability to work in a team environment and interact with all levels of the organi

12h ago

Listed six hours ago

Operations Specialist - OTC Derivatives

at China International Capital Corporation (International) Ltd

This is a Full time job

Hong Kong Island

subClassification: SettlementsSettlements

classification: Banking & Financial Services(Banking & Financial Services)

6h ago

Listed one day ago

Wealth management manager (IANG/TTPS/QMAS) at Totalpro Platform

at Jobsdb - SmartHire

This is a Full time job

Tai Koo, Eastern District

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Get this job & get HKD2,000 from Jobsdb!
Performance bonus, Professional training, Work from home
Degree holder in any disciplines is preferred.

1d ago

Expiring soon

Listed twelve hours ago

Analyst, OTC - Derivatives Structured Product, Business Operation

at BOC International Holdings Ltd

This is a Full time job

Sheung Wan, Central and Western District

subClassification: SettlementsSettlements

classification: Banking & Financial Services(Banking & Financial Services)

With at least 1 year experience in banking/finance industry.
Ability to work in a team environment and interact with all levels of the organi
Rigorous attention to detail and accuracy on numerical calculations;

12h ago

Listed one day ago

Management Trainee Program (Bachelor's Degree Preferred)

at Sun Life Hong Kong Limited

This is a Full time job

Hung Hom, Kowloon City District

$24,000 – $35,999 per month

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Welcome Fresh Graduates, IANG, QMAS, TTAS, Internship
Basic salary + Commission + Bonus + Company Trips
Young Vibe with 14 days-AL + BL + 5-half days work per week

1d ago

Be an early applicant

Listed one day ago

Wealth Management Graduate Trainee

at IPP Wealth Advisers Limited

This is a Full time job

Tsim Sha Tsui, Yau Tsim Mong District

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Comprehensive training of Wealth Management and Investment
Exposure to wide-range international financial institutions
Unique and proven system for fresh graduates to start up their own career

1d ago

Listed two days ago

All Round Financial Service Internship Program

This is a Part time job

Sai Ying Pun, Central and Western District

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Comprehensive on-job training provided
Experience the financial field
Flexible working hours

2d ago

Listed ten hours ago

Settlement VP(leading Securities)

at Links international

This is a Full time job

Central and Western District

$35k - $45k p.m.

subClassification: SettlementsSettlements

classification: Banking & Financial Services(Banking & Financial Services)

IPO and placement settlements
repo and derivatives settlements
HK, CN, US, JP, SG and TH markets

10h ago

Be an early applicant

Listed one day ago

Financial Consultant (Welcome graduates/experienced)

at Prudential Hong Kong Limited

This is a Full time job

Tsim Sha Tsui, Yau Tsim Mong District

$35,000 – $50,000 per month

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Attractive package (Commission+Bonus)
All-rounded training program,flexible working hour
Supportive team, diversified background and culture

1d ago

Listed ten hours ago

Manager - Settlement & Corporate Action

at Robert Half Hong Kong Limited

This is a Full time job

Central and Western District

subClassification: SettlementsSettlements

classification: Banking & Financial Services(Banking & Financial Services)

New Headcount
Top-tier Securities Firm
Stable Platform and Good Bonus

10h ago

Listed five days ago

Senior Officer, Securities & Fiduciary Svs Ops (Custodian & Settlement), Technol

at DBS Bank (Hong Kong) Limited

This is a Full time job

Science Park, Tai Po District

subClassification: SettlementsSettlements

classification: Banking & Financial Services(Banking & Financial Services)

5d ago

Listed one day ago

AIA Wealth Management Trainee/ Wealth Management Internship (Local/ IANG...

at King Fung & Co.

This is a Part time job

Tsim Sha Tsui, Yau Tsim Mong District

$17,000 – $25,000 per month

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Basic salary+ commission + bonus
Fresh graduates are welcome
Excellent career path to management level

1d ago

Be an early applicant

Listed one day ago

Wealth Management Manager 財富管理經理

at Universal Wealthy Limited

This is a Full time job

Kwun Tong, Kwun Tong District

$30,000 – $44,999 per month

subClassification: SettlementsSettlements

classification: Banking & Financial Services(Banking & Financial Services)

1d ago

Be an early applicant

Listed seven hours ago

Wealth Management Planning Internship (Mainland graduates entilted to...

at Chu Chun Kau Kenneth

This is a Part time job

Tsim Sha Tsui, Yau Tsim Mong District

$4,000 – $6,000 per month

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

7h ago

Be an early applicant

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