Responsibilities

• Perform full set of accounting functions among the group
• Assist in preparing various management and analysis reports
• Handle month-end / year end closing independently, including but not limited to the preparation and review of analysis schedules, balance sheet schedules, financial statements, reconciliation statements, management reporting, budgeting and forecasting
• Review and monitor project cost control, prepare performance of cost and variance analysis reports when necessary
• Assist in other general accounting duties when required
• Assist in ad-hoc projects as assigned

Requirements

• Higher Diploma or above in Accounting or related discipline
• At least 2 years’ relevant accounting experience gained in financial industry is highly preferrable
• Proficient in MS Office and accounting software e.g. Flex and Dynamic AX
• Self-motivated, independent, able to work under pressure and meet tight deadlines
• Good command in both spoken and written English and Chinese. Mandarin is an advantage
• Immediately available is highly preferred

Responsibilities:

• Monitor and supervise the process of insurance policy issue 
• Handle fund transactions to ensure they comply with regulatory requirements 
• Prepare monthly commission reports 
• Assist in formulating and implementing policies, guidelines and procedures of Ordinance update 
• Ensure clients are receiving high levels of customer service  
• In-charge of administrative and daily operations
• Manage end-to-end recruitment activities, including registration and renewal of all consultant licenses (such as IA, MPFA, and EAA)
• Ensure that all consultants participate in qualifying MPF Core and non-core CPD activities
• Manage renewal of company licenses, such as those from The Insurance Authority (IA), The Estate Agents Authority (EAA), and Professional Indemnity Insurance; prepare quotations and issue policies
• Prepare E-memos for management approval
• Arrange Zoom, Voov meetings, and product training sessions
• Support the Finance and Accounting department in preparing financial audit reports to ensure smooth processes
• Assist in ad-hoc projects as assigned

Requirement:

• Bachelor degree or above in Sales & Marketing, or any other related disciplines
• 5 years or above experience in wealth management
• Holder of License 1 and 4 is preferred
• Familiar with SFC and PIBA regulations
• Knowledge in bonds, securities, insurance and real estate would be an advantage
• Proficient in MS Office and Chinese Word Processing
• Excellent command in written & spoken in English & Chinese (include Mandarin)

Responsibilities:

• Provide comprehensive and professional support to clients such as handling and resolving client’s enquiries, requests and complaints
• Coordinate with cross-department to enhance operation efficiency and customer experience
• Handle individual and corporate account onboarding procedures include data collection and KYC/CDD
• Assist the daily maintenance and continuous enhancement of customer chat management platform
• Handle ad hoc tasks as assigned

Requirements:

• Higher diploma or above (In Finance or related discipline will be an advantage)
• 1 year of relevant experience in customer service
• Holder of SFC license RA1 and RA2 or equivalent
• Good command of written and spoken English, Cantonese and Mandarin
• Knowledge of Microsoft Office application
• Excellent communication and problem solving skills
• Fresh graduate will also be considered

Job Duties:

• Responsible for executing variety investment orders includes global securities and futures, bonds, funds etc. in efficient and accurate manner 
• Assist to conduct trade surveillance 
• Perform risk control against clients’ account margin level, work closely with Credit Risk Control team 
• Liaise with counterparties in executing trade orders 
• Provide general supports to clients’ enquiries 
• Participate in daily operations 
• Participate in different projects and assigned ad hoc tasks 

Requirements:

• Higher diploma or above in Finance or related discipline 
• 1 year relevant experience (with solid experience in dealing desk will be an advantage) 
• Holder of SFC license RA1 and RA2 or equivalent 
• Proficient in written & spoken English and Chinese 
• Night shift and work on public holidays is required 
• Fresh graduates are welcome

Responsibilities

• Providing differentiated service to customers and contribute to customer retention and growth
• Collaborate with business support and service providers to ensure timely transaction processing and delivery of customer-focused service to exceed customer expectations
• Establish customer relationships, know the customers to gain their confidence and trust, and deliver customer-focused solutions
• Serve as customers’ key contact point in initiating customer instructions and monitoring fund performance

Requirements

• Degree holder in Financial Services, Economics, Business Administration or related disciplines
• Holder of SFC Representative License of Type 1 is an advantage
• Good interpersonal skills, proactive and customer-oriented
• Good command of spoken and written English and Chinese including Putonghua
• Fresh Graduate will also be considered
•  

Job Duties

• Promote mortgage and unsecured loan service to new and existing customers
• Achieve individual and team targets on mortgage lending
• Drive mortgage and unsecured loan business and generate revenue through sales activities
• Provide quality customer services on all mortgage-related matters in professional manner

Requirements

• Diploma or above. Degree holder is preferred
• 2-3 years of relevant experience in Finance, Banking with focus on mortgage loan business
• Licenses in IIQE and Estate Agents are highly preferred
• With strong client network would be an advantage
• Strong communication, presentation and interpersonal skill
• Good command of spoken and written English and Chinese, including Mandarin

As a Client Experience Officer, you will be responsible for developing and maintaining relationships with clients, identifying new opportunities for client growth and development. You will work closely with the Business Strategy team to ensure customer satisfaction and business growth. 

Responsibilities:

• Provide quality service to clients via different channels, including but not limited to daily incoming calls, email queries and live chats 
• Work closely with Marketing on latest products, services and campaigns 
• Understand clients' needs and explore business opportunities
• Monitor customer feedback to maintain customer satisfaction
• Perform administrative duties and consolidate reports for management review

Requirements:

• Bachelor's degree preferred
• Experience in frontline Customer Service or account servicing
• Strong self-motivation and passion for personal growth
• Team player with a mature personality and excellent communication skills
• Holder of Type-3 SFC license is an advantage
• Fresh graduates are welcome

Duties and Responsibilities: 

• Supervise Hong Kong and overseas Sales team on inbound and outbound client activation call performance  
• Explore new business opportunities consistently via multiple channels internally and externally e.g. self-generated, client referrals, etc. 
• Participate in marketing activities and campaigns for client acquisitionand conversion 
• Prepare sales scripts describing EFSG’s services and products with the goal to convert leads into live trading accounts 
• Represent as our EFSG brand ambassador to ensure the business practices align with compliance and regulations 
• Maintain and update sales pipeline reporting for Department Lead 
• Support the team to address inquiries on trading platforms, products, onboarding and funding procedures 
• Evaluate sales workflow and provide necessary trainings regularly 
• Stay informed about financial markets and competitors 

Qualifications: