Customer service Financial Planning Jobs

subClassification: Financial Planning

classification: Banking & Financial Services

Kwun Tong, Kwun Tong District

An expanding financial advisory business
HNW client on-boarding and maintenance services
Handling enquiries from oversea clients & partners

8d ago

Listed one day ago

Financial Planner

at Jobsdb - SmartHire

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Get this job & get HKD2,000 from Jobsdb!
Attractive commission scheme, Monthly bonus, Year-end performance bonus
Fresh graduate is welcome

1d ago

Listed one hour ago

OK Finance - Customer Services Representative

at Dah Sing Financial Group

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Greet and welcome walk-in & phone-in customers
Perform loan processing and administrative duties
Experience in Consumer Finance/banking industry is preferable

1h ago

Listed seven days ago

OK Finance - Customer Services Representative

at Dah Sing Financial Group

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Hyatt Regency Hong Kong, Tsim Sha Tsui

Greet and welcome walk-in & phone-in customers
Perform loan processing and administrative duties
Experience in Consumer Finance/banking industry is preferable

7d ago

Listed four hours ago

Welcome Ambassador

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Central, Central and Western District

5-Day Work Week
Daily 10:00 AM - 8:00 PM
Maintain positive rapport with customers

4h ago

Listed twelve hours ago

(大量)初級銀行職位 (無需經驗) 歡迎應屆(大專/大學)畢業生申請 HK$15 - 17K

at Searching Pro Limited

This is a Full time job

$15,000 – $18,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at Eternity Wealth Consultancy Company Limited

高級文憑或以上，主修會計, 工商管理及銀行和金融
Operations Assistant, Compliance Officer, Assistant Accounting Officer,
五天工作, 每天工作8小時，無須輪班工作

12h ago

Listed twenty two hours ago

IMMIGRATION CONSULTANCY

This is a Full time job

$14,000 – $16,999 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at Magic Compass Securities Limited

HK$15,000 – 30,000 /month (negotiable)
Fresh graduation is welcome
Sales background will be an advantage

22h ago

Listed two days ago

Settlement Assistant / Officer (5 Days Work & Bonus, IANG/QMAS/TTPS Welcome)

This is a Full time job

Wan Chai District

subClassification: Financial Planning

classification: Banking & Financial Services

at Prosperity Wealth Management Company

All rounded securities, Settlement, Back Office Support
Min. 2 Exp in Settlement/Finance/Account, Degree holder
Performance Bonus, 5 Days Work, Medical, Birthday Leave

2d ago

Listed one day ago

高才、优才财富管理及保障经理 Management Trainee, Wealth Management & Protection

This is a Full time job

North Point, Eastern District

subClassification: Financial Planning

classification: Banking & Financial Services

Central and Western District

• 专为国内高端客户提供专业的财务策划服务，包括人寿保险、储蓄、投资及退休计划
• 建立良好的客户关系、发展客户网络以开创商机
• 发展及管理高学历专业财务策划团队

1d ago

Listed three hours ago

Asset Management Consultant/Trainee

at Recruitment Focus Centre

This is a Full time job

$20,000 – $29,999 per month

subClassification: Financial Planning

classification: Banking & Financial Services

Salary with commission
Business development opportunities
Professional career progression

3h ago

Listed thirteen days ago

OK Finance - Customer Services Representative

at Dah Sing Financial Group

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Greet and welcome walk-in & phone-in customers
Perform loan processing and administrative duties
Experience in Consumer Finance/banking industry is preferable

13d ago

Listed three days ago

Senior Wealth Planning Advisor - Private Banking and Trust Services

at Hang Seng Bank Ltd

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Eternity Wealth Consultancy Company Limited

Leading domestic bank
Fantastic opportunity in wealth management
Holistic offering on health and well-being

3d ago

Listed three days ago

IMMIGRATION CONSULTANCY

This is a Full time job

$14,000 – $16,999 per month

subClassification: Financial Planning

classification: Banking & Financial Services

Central and Western District

HK$15,000 – 30,000 /month (negotiable)
Fresh graduation is welcome
Sales background will be an advantage

3d ago

Listed one day ago

Asset Management Consultant/Trainee

at Talent Recruitment Company

This is a Full time job

$20,000 – $29,999 per month

subClassification: Financial Planning

classification: Banking & Financial Services

Ngau Tau Kok, Kwun Tong District

Salary with Commission
Education and Development Opportunities
Professional Career Progression

1d ago

Listed one hour ago

Management Trainee/Investment Internship Program

at CMH Consultancy Company

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Purepro Water Hong Kong Limited

Professional financial training
IANG is welcomed
Fresh graduated is welcomed

1h ago

Listed seventeen days ago

Customer Service Officer 客戶服務主任

This is a Full time job

Siu Sai Wan, Eastern District

subClassification: Financial Planning

classification: Banking & Financial Services

at The Haider Family Office Limited

17d ago

Listed five hours ago

Family Financial Planning Consultant

This is a Full time job

$30,000 – $44,999 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at AEON CREDIT SERVICE (ASIA) CO., LTD.

Comprehensive Financial Planning
Welcome TTPS / IANG / Fresh Graduates
Well Established Platform & Support Provided

5h ago

Listed three days ago

理財策劃保險高級經理 / 理財策劃保險經理 Senior Wealth Insurance Specialist / Wealth Insurance...

This is a Full time job

Causeway Bay, Wan Chai District

subClassification: Financial Planning

classification: Banking & Financial Services

at Portfolio Management District (HK) Limited

AEON x 安達人壽. 在分行網絡銷售，不用外出工作.
理財策劃保險高級經理 / 理財策劃保險經理
公司提供大量客源, 公司提供12間分行網絡 + 大型展覽活動

3d ago

Listed twenty four minutes ago

Wealth Management Manager

This is a Full time job

Quarry Bay, Eastern District

$30,000 – $45,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at 魅力國際公司 CHARM AGENCY COMPANY

promising career path
an opportunity to learn medical knowledge and different tax rules in the UK
Hands-on practice

24m ago

Listed one day ago

財富管理經理/財務策劃經理

This is a Full time job

$10,000 – $15,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

Tai Koo, Eastern District

1d ago

Listed three days ago

Asset Management & Investment Trainee (TTPS, Fresh Grad & IANG are welcome)

at I Connect Company

This is a Full time job

$20,000 – $30,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

Central and Western District

Study Allowance for professional qualification
Full range of wealth management products and services
Grade A office location

3d ago

Listed four days ago

Asset Management Consultant/Trainee

at Recruitment Focus Centre

This is a Full time job

$20,000 – $29,999 per month

subClassification: Financial Planning

classification: Banking & Financial Services

Kwun Tong, Kwun Tong District

Salary with commission
Business development opportunities
Professional career progression

4d ago

Listed one day ago

Business Development Manager / Executive / Associate

at Oceanx Technology Limited

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Prudential Hong Kong Limited

Invite young talent to join our Business Development team
Selling world-class HK developed ECM/BPM
Attractive salary, comm. and employee stock option

1d ago

Listed two days ago

Financial Consultant (Welcome graduates/experienced)

This is a Full time job

$35,000 – $50,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at Eternity Wealth Consultancy Company Limited

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

2d ago

Listed six days ago

IMMIGRATION CONSULTANCY

This is a Full time job

$14,000 – $16,999 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at M&F Asset Management Limited

HK$15,000 – 30,000 /month (negotiable)
Fresh graduation is welcome
Sales background will be an advantage

6d ago

Listed two days ago

Settlement Officer / Associate / Trainee (IANG and Fresh Graduate welcome)

This is a Full time job

Central, Central and Western District

subClassification: Financial Planning

classification: Banking & Financial Services

Causeway Bay, Wan Chai District

Daily Settlement
Fresh Graduate welcome
Friendly working environment

2d ago

Listed three days ago

(高才通/ IANG 签证优先) 全职财富策划雇问 Full Time Wealth Management Consultant

at Han Hao

This is a Full time job

$39,999 – $59,999 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at CCKW Financial Consultant Co.

3d ago

Listed two days ago

Business Management Intern, Financial Planning (畢業生優先 /無相關經驗要求)

This is a Full time job

Causeway Bay, Wan Chai District

$45,999 – $68,999 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at The Haider Family Office Limited

學士硕士團隊，EMBA Instructor，屢獲殊榮
覆蓋投資管理、環球經濟資訊，深耕金融保險行業
市場領導地位，新人花紅，行業最優Package

2d ago

Listed two days ago

Greater China Family Financial Specialist (HK Based)

This is a Full time job

Quarry Bay, Eastern District

$30,000 – $44,999 per month

subClassification: Financial Planning

classification: Banking & Financial Services

Sai Ying Pun, Central and Western District

Financial Advice & Solution for China Families
Focus on Greater China Markets
Welcome TTPS / IANG / Fresh Graduates

2d ago

Listed one day ago

Financial Planning Consultant (Application only for Hong Kong ID card Holder)

at JOHNL

This is a Part time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Magic Compass Securities Limited

1d ago

Listed eight days ago

Settlement Assistant / Officer (5 Days Work & Bonus, IANG/QMAS/TTPS Welcome)

This is a Full time job

Wan Chai District

subClassification: Financial Planning

classification: Banking & Financial Services

at WallStone Partners & Company Limited

All rounded securities, Settlement, Back Office Support
Min. 2 Exp in Settlement/Finance/Account, Degree holder
Performance Bonus, 5 Days Work, Medical, Birthday Leave

8d ago

Listed sixteen days ago

Retail Banking/Insurance Company – CS Call Centre (Non-sale Post) (18k - 25k)

This is a Full time job

Mong Kok, Yau Tsim Mong District

$18,000 – $25,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services