Recruit Ref: L047225159
Posting Date: 2020-11-21
Money Concepts (Asia) Holdings Ltd

Money Concepts is a global financial institution with rich history in the independent wealth management business of more than 40 years.

Money Concepts (Asia) is holders of SFC license 1/4/9 and insurance broker license, MPF license and property license. Part of the worldwide network of Financial Planning Centers under Money Concepts, keyed to individual, family and business financial planning.

Customer Relations Officer

Responsible for handling local and mainland customers’ inquiries in a timely and professional manner with a customer-orientated mindset

Work closely with Asia sales team members to achieve desired results and support business needs

Assist in sales deal processing and follow ups

Prepare regular performance reports and analyze for manager review

Perform other ad hoc duties as assigned

Banking / Finance / Securities / Investments 
Job Position Level:
Min. Edu. Level Req:
Associate Degree / Higher Diploma 
Total Working Exp:
-- (Monthly)
Wanchai District
  • Five-Day Work
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