Total 25 financial planner job vacancies in Customer Service category in Hong Kong

Working hours: Monday to Friday (8:30 am - 5:30 pm)

Key Responsibilities:

• Serve as the point of contact at the front desk in an office environment.
• Answer and manage incoming phone calls in a professional and courteous manner.
• Screen calls and direct them to the appropriate parties as necessary.
• Take and relay accurate messages when required.
• Greet and direct guests and visitors in a polite and professional manner.
• Provide office administrative support, booking of meeting rooms, coordination duties
• Assist with ordering and maintaining office pantry supplies and stationery when required.

Requirements:

• Prior experience in a receptionist role is required
• Excellent communication and interpersonal skills.
• Professional demeanor.
• Ability to multitask and stay organized.
• Admin & computer skills (e.g., Microsoft Office).

Qualified candidates may submit a copy of detailed resume in MS Word format to charissaong@ajconsultancy.com.sg

Charissa Ong Zimin (R1104659)

Email address: charissaong@ajconsultancy.com.sg

AJ Consultancy Services Pte Ltd

EA License No.: 19C9711

Job Description

Roles & Responsibilities

• Provide comprehensive financial services to customers, including account management, credit advisement, and payment solutions.
• Analyze customer financial needs and develop tailored solutions to meet those needs, ensuring a high level of customer satisfaction.
• Manage customer accounts, keeping accurate records of transactions, payments, and any financial arrangements.
• Work closely with the sales and customer service teams to identify opportunities for financial service enhancements and to resolve any customer issues related to billing or payments.
• Educate customers on financial products and services, including the benefits and risks associated with each, to empower them in their financial decision-making.
• Stay abreast of the latest trends and regulations in the financial services industry to provide informed advice and services to customers.
• Collaborate with the finance department to streamline billing and payment processes, ensuring efficiency and compliance with financial policies and regulations.
• Performs other duties as assigned.

Requirements

• 2 to 3 years of experience in customer financial services, banking, or related roles
• Bachelor's degree in Finance, Accounting, Business Administration, or a related field strongly preferred
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in simple terms.
• Proficiency in financial software and systems and Microsoft Office Suite.
• Detail-oriented with strong analytical and problem-solving abilities.
• Ability to handle confidential information with discretion and integrity.
• Customer-focused with a passion for delivering exceptional service and building positive relationships.
• Proficiency in English and an additional Language of Japanese is required.

Job Description

Responsibilities:

• Receptionist duties to attend to public and client servicing calls • Provide administrative support to Financial Adviser business especially life insurance from new business to servicing

• Take care of data entry of Company’s CRM system, maintenance of CRM data and preparation of reports for the purpose of commission payment • Ensure proper storage of data, both hard and soft copies, of FA operations

• Assist Admin Executive in the daily submission of new business to product providers

• Any other duties that may be assigned

Requirements:

• Minimum O level qualifications

• Must be proficient in Microsoft Office: Word and Excel • Must be meticulous and have eye for details in documentation

• Able to work independently as well as in a team Benefits: • Working together with a team • Group Employee benefits • Enjoy a fair work- life balance

• Monday to Friday 9.00am to 6.00pm working hours

We are Singapore’s pioneer financial advisory firm that has been in the industry since 1986. We deal with a variety of platforms – Financial Planning, Investments, Life Insurance, General Insurance, and Group Employee Benefits. Being independent, we also offer a variety of products and services that are of best value and best suited for our clients’ total financial needs.

We are looking for an Administrative Assistant to provide the support required to ensure the smooth running of the business. The role will be assisted by a team who will be there to support you and train you accordingly.

Our Financial Planning Partner is seeking high-calibre professionals ready to transition from traditional sales into a sophisticated wealth management practice. Our Financial Planning partner offers a unique multi-provider ecosystem, empowering you to provide truly unbiased, holistic advice by leveraging solutions from a wide array of leading financial institutions.

You will be guided through a Structured HNW Pathway designed to sharpen your advisory capabilities and expand your reach into the High-Net-Worth and Business segments. Supported by veteran mentorship and cutting-edge digital infrastructure, this is your opportunity to build a sustainable, equity-owning practice within a global framework.

Key Responsibilities

• Strategic Advisory: Deliver professional, needs-based financial planning to individual and corporate clients.
• Portfolio Management: Build and nurture long-term client relationships through bespoke wealth protection, accumulation, and legacy solutions.
• Digital Practice: Utilizing proprietary digital ecosystem with an active lead flow support to scale your client base effectively.
• Competency Excellence: Stay at the forefront of market trends and regulatory changes through our structured continuous learning programs.

What They Look For

• The Entrepreneur: Self-disciplined individuals who view this as building a long-term business.
• The Communicator: Professionals with strong interpersonal skills who can translate complex financial concepts into actionable advice.
• The Career Switcher: We welcome individuals from Banking, Real Estate, or Corporate Sales or Fresh Grads who are looking for a more sustainable and rewarding career path.

Requirements

• Minimum Qualification: GCE A-Level, IB Diploma, or a Polytechnic Diploma/Degree in any discipline (MAS Regulatory Requirement).
• Residency: Due to licensing and regulatory requirements, applicants must be Singapore Citizens or Permanent Residents.

Remuneration & Strategic Benefits

• Transition Support: Monthly Allowance of up to $6,000, * complemented by tiered commissions, incentives, and performance-based bonuses.
• Experienced Pro Track: Enhanced Performance Packages specifically designed for Bankers, Experienced Financial Consultants, and Agency Leaders.
• The Multi-Brand Advantage: Access a wide suite of products from various providers to offer truly unbiased solutions to your clients.
• Resource Ecosystem: Benefit from in-house specialist support, professional legal/tax partnerships, and cutting-edge advisory technology.
• Incentives: Qualification for Annual Overseas Conferences and global industry accolades * Qualification for overseas conferences is subject to meeting the conference criteria
• Work-Life Integration: Enjoy a flexible schedule that empowers you to manage your professional and personal life.

Please send your resume to genevieve@recruitingtalents.sg, shortlisted candidates will be notified.

We are committed to fair and merit-based employment practices. All applicants will be considered based on qualifications, skills, and experience, regardless of age, gender, race, religion, marital status, or family responsibilities.

Job Responsibilities:

·       Manage and resolve customer complaints received through multiple channels within stipulated turnaround times, ensuring fair and timely outcomes.

·       Review investigation findings, assess relevant information, and provide independent recommendations to management on appropriate service recovery actions.

·       Coordinate resolution efforts with customers and cross-functional teams, ensuring effective service recovery and clear communication throughout the process.

·       Handle complex and escalated disputes involving external parties, including mediation and adjudication sessions at FIDReC.

·       Analyze complaint trends and identify process gaps, recommending corrective measures to prevent recurrence and drive continuous improvement.

·       Prepare regular management reports, including monthly and quarterly statistics, trend analyses, and ad-hoc updates for senior leadership.

·       Support section-led initiatives and projects, and remain adaptable to rotational responsibilities within Customer Management to contribute to broader team objectives and professional development.

·       Adhoc tasks and projects as assigned

Job Requirements

·       Minimum Diploma in a related discipline

·       Minimum 3 years of relevant experience within the banking/financial industry

·       Able to start immediately or within short notice

Interested candidates, kindly email your detailed resumes in MS word format to joseph.koh@ambition.com.sg

Attention to Joseph Koh Wei Jie(R1873431)

Shortlisted candidates will be notified

www.ambition.com.sg

EA Registration Number: R1873431

Data provided is for recruitment purposes only

Business Registration Number:200611680D. License Number: 10C5117

Financial Advisory Specialist/ Financial Advisor (M5/M9/ HI, basic up to 5.5K, WFH:3 days, West)

Are you tired of cold calling and weekend roadshows? Join a leading SoutheastAsian fintech platform that is redefining how insurance is bought and sold. We’ve automated the administrative "heavy lifting" so you can focus on what you do best: advising clients and closing deals.

The Opportunity

• Zero Prospecting: Receive 400+ warm, platform-generated leads every month.

• Hybrid Flexibility: Enjoy 3 days Work-From-Home (WFH) per week.

• Stability + Upside: Full-time basic salary plus a highly competitive commission scheme.

Core Responsibilities

• Lead Conversion: Rapidly engage with inbound enquiries to convert interest into issued policies.

• Virtual Advisory: Conduct high-volume needs analyses via phone or video consultations.

• Revenue Growth: Achieve monthly sales targets by optimizing product mix and identifying cross-sell opportunities.

• Client Management: Deliver professional, trustworthy advice and manage post-sale servicing and annual reviews.

Requirements

• Experience: Minimum 2 years in customer service or sales; experience in telesales or call centers is a major plus.

• Licensing: Must possess CMFAS certifications (M5, M9, M9A, HI). Additional certifications (BCP, PGI, M8, etc.) are highly advantageous.

• Tech-Savvy: Proficient with digital tools like Slack, Google Suite, and CRM systems (e.g., Freshworks).

• Mindset: Proactive, organized, and capable of working independently in a fast-paced, data-driven environment.

• Excellent Communication

Why Join Us?

We provide the technology, the marketing support, and a steady stream of daily prospects. If you excel at speed-to-lead response and high-volume sales, this is the most efficient platform to scale your career and income.

Thank you for your interest!

We respect your privacy and all communication will be treated with confidentiality. If you wish to know more about this position or explore other roles, please prepare your updated profile and get in touch with our consultant at winnie.chen(at)manpower.com.sg

Winnie Chen Hsiu-Wen EA License No.: 02C3423 Personnel Registration No.: R1980765

Salary: $5000

Duration: 9 months

Working Days & Hours: Monday – Friday – Office Hours

Location: Raffles

Job Description:

• Account Receivables - Process and send tenant invoice, monitor and follow up on tenant arrears
• Account Payables - Record vendor invoice and process payment
• General Ledger - Prepare journals and finance reports
• Assist with GST, Income Tax and Budget preparation
• Compliance of internal and accounting controls 

Job Requirements: Min Degree in Accountancy or similar w min 3 yrs of relevant experience, preferably in finance industry

Interested candidates, please submit your resume to: allylok@recruitexpress.com.sg

Ally Audrey Lok Xin Woon

Recruit Express Pte Ltd (Healthcare & Lifescience)

Company EA Licence number : 99C4599

Personnel EA License: R21102307

allylok@recruitexpress.com.sg