Investment 投資

$10k - 20k, $20k - 30k, $30k - 40k, Bank 銀行業, CS 客戶服務, GM 綜合管理, IT 資訊科技, Investment 投資, M07BJ

澳門中銀招聘

 

  澳門中銀以“分行+子行”雙牌照運營的格局,致力為澳門社會和廣大客戶提供優質的金融服務。秉承“根植澳門 · 服務澳門”的經營宗旨,積極踐行本地主流銀行的責任與擔當,發揮澳門中銀的雙平台優勢,助力推動澳門特區經濟適度多元發展,支持大灣區、深合區、一帶一路建設。

 

基本條件

  1. 認同本行 “愛國愛澳、愛行敬業” 企業文化;

  2. 學士或以上學歷;

  3. 具良好的學習能力、綜合分析能力、組織協調能力、溝通能力、抗壓能力;

  4. 具良好的中、英文水平及口語能力,熟悉辦公室軟件操作;

  5. 品行端正,樂於助人,儀表端莊;

  6. 具與職位要求相對應的工作經驗。

職位空缺:

  • 2026年秋季校園招聘(綜合基礎崗)

  • 2026年秋季校園招聘(信息科技崗)

  • 司庫分析員

  • 司庫交易員

  • 財務分析師

  • 安保專員

  • 客戶經理(大灣區業務)

  • 客戶經理助理

  • 營業網點綜合服務專員

  • 合規經理(交易甄別)

  • 數據庫管理員

  • 現金處理員

  • 客戶經理(公司金融)

  • 客戶經理(跨境金融)

  • 客戶經理(金融機構)

  • 客戶經理(個人金融)


2026年秋季校園招聘(綜合基礎崗)

招聘對象:2025年1月1日至2026年7月31日之應屆畢業生

職位要求:

  • 能流暢使用粵語交流;

  • 具經濟金融、財務會計、管理等學位,或具碩士研究生及以上學歷者,同等條件下優先考慮。

工作職責:

  • 根據銀行發展戰略目標,於營業網點或業務部門開展工作,協助支持拓展銀行業務及完成各項任務指標;

  • 協助對各類業務進行資料收集、整理及撰寫報告等工作;

  • 熟悉銀行產品和服務,協助為客戶解決問題、處理客戶投訴等相關工作;

  • 遵守銀行相關法規和內部規定,確保工作的合規性;

  • 承辦銀行交辦的其他工作。

2026年秋季校園招聘(信息科技崗)

招聘對象:2025年1月1日至2026年7月31日之應屆畢業生

職位要求:

  • 具計算機或相關專業大學本科及以上學歷,具碩士研究生及以上學歷者,同等條件下優先考慮;

  • 具計算機程式設計語言(如:Java,JavaScript,C,C++,PHP等)的應用能力,或具應用系統開發經歷者,同等條件下優先考慮。

工作職責:

  • 協助跟進銀行應用系統的需求分析、功能設計、研究,引入市場上成熟的科技產品及系統;

  • 參與銀行、外部技術供應商協調,推進銀行應用系統的研發、測試及投產;

  • 協助各類應用系統、資料分析平台的日常維護、故障跟進及性能優化工作;

  • 定期跟蹤外部資訊科技的發展趨勢,為銀行業務創新提供意見和技術解決方案;

  • 維護網路安全,監控及保障系統安全運作;

  • 承辦銀行交辦的其他工作。

司庫分析員

職位要求:

  • 具良好的溝通能力和報告撰寫能力;

  • 具良好的團隊精神,和一定抗壓能力;

  • 具經濟、金融、會計、統計、數學、計算機等相關專業者優先考慮;

  • 具兩年或以上相關領域工作經驗者優先考慮;

  • 持有 CFA、CPA、FRM 等專業資格者優先考慮;

  • 具備良好的編程能力 (如Python、SQL、C++) 或編程相關專業資格者優先考慮。

工作職責:

  • 負責監測、計量和評估銀行流動性、利率匯率等相關風險狀況,確保符合監管要求和內部政策;

  • 制定和完善資產負債相關風險管理制度、流程和應急計劃,組織開展壓力測試和應急演練;

  • 負責銀行資本管理,監測、計量和評估銀行資本充足情況,開展銀行內部資本充足評估程序(ICAAP),確保符合監管要求和內部政策;

  • 編制銀行年度資本規劃,監測規劃執行等情況;

  • 負責司庫業務風險管理,監測、計量和評估司庫業務風險狀況,確保符合監管和內部管理要求;

  • 制定和完善司庫業務相關風控合規制度和流程,開展反洗錢盡調工作,確保符合管理要求;

  • 負責上級交辦的其他工作事項。

司庫交易員

職位要求:

  • 具良好的溝通能力和報告撰寫能力;

  • 具良好的團隊精神,和一定抗壓能力;

  • 具經濟、金融、會計、統計、數學、計算機等相關專業者優先考慮;

  • 具兩年或以上相關領域工作經驗者優先考慮;

  • 持有 CFA、CPA、FRM 等專業資格者優先考慮;

  • 具備良好的編程能力 (如Python、SQL、C++) 或編程相關專業資格者優先考慮。

工作職責:

  • 負責銀行債券投資,一級市場認購和二級市場債券交易工作;

  • 負責銀行債券投資組合管理,動態平衡組合結構,監測、計量和評估投資組合風險,開展投後監控工作,持續跟蹤投資標的、信用主體和相關市場發展情況;

  • 負責銀行流動性管理,綜合運用貨幣市場和外匯市場工具,開展資金頭寸和流動性管理,編制和執行資金計劃;

  • 負責開展高流動性組合管理,動態調節組合結構,確保符合監管要求和內部政策;

  • 開拓和維護資金交易網絡,持續完善流動性管理渠道;

  • 負責上級交辦的其他工作事項。

財務分析師

職位要求:

  • 具三年或以上財務會計管理相關工作經驗,掌握財務分析及財務資源管理等知識;

  • 持有CPA、CFA、FRM等專業資格者優先考慮;

  • 掌握數據分析工具者優先考慮。

工作職責:

  • 負責財務預算管理,協助制訂經營計劃目標及配套管理措施,對計劃執行情況進行監測分析;

  • 負責單位考核管理,協助制訂單位考核方 案,對單位考核情況進行分析;

  • 負責財務資源管理,協助制訂業務費用及固定資產配置政策,監控分析財務資源使用情況;

  • 負責財務開支管理,協助制訂財務開支管理制度,規範落實財務開支流程和標準等管理要求;

  • 承辦上級交辦的其他工作事項。

安保專員

職位要求:

  • 具安保相關工作經驗,具銀行相關工作經驗者優先考慮;

  • 熟練掌握一般辦公室監控軟件的應用操作;

  • 具較好的安保業務理解能力和數據敏銳度,善於發現、探索並獨立解決問題;

  • 具良好的學習能力、報告撰寫能力、溝通能力及團隊合作精神;

  • 能接受非工作時間回行處理突發情況;

  • 具資訊科技、信息管理、數學、金融工程等相關專業學歷背景者優先考慮。

工作職責:

  • 負責跟進執行各項安保、消防安全、電子監控等相關工作;

  • 協助制定和落實銀行安保設備的管理、維護及保養工作,以科技思維就銀行安全管理提出優化建議;

  • 負責與科技部門、對外供應商接洽購置各類安保設備,保障銀行業務正常運行;

  • 負責監督安保人員及對於可疑情況及緊急狀況作及時報告;

  • 保持與治安警察局、司法警察局和消防局的緊密聯繫,按需提供協助;

  • 協助制定和落實安保及消防安全相關管理制度和計劃;

  • 完成上級交辦的其他工作。

客戶經理(大灣區業務)

職位要求:

  • 具三年或以上公司業務工作經驗,對大灣區市場及政策有一定了解,熟悉銀行業務產品和流程;

  • 具有較强的數據分析、市場分析、風險計量監控能力、授信客戶行業分析、股東結構分析、財務狀況分析、還款現金流測算等能力;

  • 具金融、經濟、會計等相關專業學歷背景者優先考慮;

  • 持有FRM、CFA、CPA等相關專業資格者優先考慮。

工作職責:

  • 負責營銷及服務大灣區企業客戶,發掘客戶潛在需求,為客戶設計綜合金融服務或產品方案;

  • 負責對大灣區企業客戶財務數據及經營情況、市場環境等進行分析,撰寫相關的財務分析、行業分析報告;

  • 了解大灣區企業客戶、市場情況,做好風險管理、反洗錢審查等工作,並提出業務政策或風控措施的建議;

  • 維護客戶關係,及時了解客戶最新資信情況。

客戶經理助理

職位要求:

  • 認同本行“愛國愛澳、愛行敬業”企業文化;

  • 學士或以上學歷,具相關工作經驗;

  • 具良好的學習能力、綜合分析能力、組織協調能力、溝通能力、抗壓能力;

  • 具良好中、英文書寫及口語能力,熟悉辦公室軟件操作;

  • 品行端正,樂於助人,儀表端莊。

工作職責:

  • 協助部門/營業網點客戶經理辦理各類金融業務,包括但不限於個人金融、公司金融等範疇;

  • 負責營銷支援類工作,協助客戶經理進行產品推介及完善資料整理等工作;

  • 向客戶反饋產品相關市場動態,了解客戶潛在的金融需求,同時協助將市場及客戶的建議適時反饋給產品及業務部門;

  • 整理及分析各類業務資料及文檔;

  • 承辦上級交辦的其他工作事項。

營業網點綜合服務專員

職位要求:

  • 認同本行“愛國愛澳、愛行敬業”企業文化;

  • 學士或以上學歷,具相關工作經驗;

  • 具良好的學習能力、綜合分析能力、組織協調能力、溝通能力、抗壓能力;

  • 具良好中、英文書寫及口語能力,熟悉辦公室軟件操作;

  • 品行端正,樂於助人,儀表端莊。

工作職責:

  • 負責為營業網點客戶提供現金、非現金的櫃檯服務(包括人工櫃檯及智能櫃檯);

  • 協助進行產品營銷推介及支援工作;

  • 協助處理營業網點合規反洗錢相關工作;

  • 承辦上級交辦的其他工作。

合規經理(交易甄別)

職位要求:

  • 具三年或以上交易甄別、監測分析及可疑舉報等反洗錢相關工作經驗;

  • 具數據提取及加工能力,熟悉SQL等編程工 具及數據庫;

  • 具金融、法律相關專業知識者優先考慮;

  • 持有 CAMS 等相關專業資格者優先考慮。

工作職責:

  • 負責可疑交易舉報管理工作,包括系統預警、人工舉報案例分析處理等;

  • 負責分析、制定、落實監控模型需求,提出優化建議;

  • 協助制定反洗錢、合規監控等制度辦法,對有關落實情況進行回顧,提出改進優化意見;

  • 承辦上級交辦的其他工作事項。

數據庫管理員

職位要求:

  • 具資訊科技等相關專業學士或以上學歷;

  • 具數據庫運維及管理等相關工作經驗;

  • 熟悉DB2、Oracle、MySQL、Sybase等數據庫架構;

  • 熟悉Unix/Linux儲存、網路等相關知識,並掌握基本操作技能;

  • 了解數據庫系統配置及性能優化流程,對數據庫優化,架構設計有研究和實踐經驗者優先考慮;

  • 具系統或數據庫自動化運維平台建設經驗者優先考慮。

工作職責:

  • 負責應用系統數據庫的運維相關工作;

  • 負責跟進數據庫及相關件的架構設計和運維管理;

  • 負責參與應用系統設計,推動應用系統數據庫性能優化;

  • 負責數據庫及大數據相關運維平台的設計及日常運維管理工作;

  • 承辦上級交辦的其他工作事項。

現金處理員

職位要求:

  • 具有相關工作經驗;

  • 具較強的風險意識、抗壓能力,能適應高強度作業環境及重複性工作;

  • 具良好的體格,能搬運重物;

  • 良好的溝通表達能力,懂辦公室軟件基礎操作;

  • 具良好的服務意識及團隊協作精神。

工作職責:

  • 負責現金類實物的清點、分類、包裝、搬運等規範化流程操作;

  • 嚴格遵守銀行內部操作流程及風險控制標準,準確處理現金類實物;

  • 協助現金類業務相關的文件整理、數據錄入及檔案管理工作;

  • 承辦上級交辦的其他工作。

客戶經理(公司金融)

職位內容

  • 負責營銷及服務公司客戶,發掘客戶潛在需求,為客戶提供全面性綜合金融服務;

  • 負責對公司客戶財務數據及經營情況、市場環境等進行分析,並撰寫相關報告;

  • 負責管理公司授信客戶,分析授信客戶的行 業、股權結構、財務狀况、還款現金流測算等;

  • 負責金 融產品 (包括但不限於存、貸、結算、衍生品、債務資本市場等)的營銷工作;

  • 承辦上級交辦的其他工作事項。

職位要求

  • 具三年或以上獨立管理大型公司授信客戶相關工作經驗,熟悉大公司授信業務流程,了解跨境、貿易融資等產品;

  • 具較強的數據分析、市場分析、風險計量監控能力,授信客戶行業分析、股東結構分析、財務狀況分析、還款現金流測算等能力;

  • 熟悉內地業務、政策、法規,對澳門經濟、銀行業務發展方向有一定認識;

  • 具裝備製造、融資租賃、綜合酒店等業務經驗者優先考慮;

  • 持有 FRM、CFA、CPA 等相關專業資格者優先考慮。

客戶經理(跨境金融)

職位內容

  • 負責營銷及服務跨境企業客戶,發掘客戶潛在需求;

  • 負責為跨境企業客戶設計合適的綜合金融服務方案,包括貿易融資、併購貸款、結構化融資、銀團等;

  • 負責協調業務或賬戶服務落地,管理日常客戶業務;

  • 承辦上級交辦的其他工作事項。

職位要求

  • 具三年或以上跨境金融相關工作經驗,能獨立完成客戶財務分析、行業分析、經營情況分析、授信風險分析等;

  • 具較強的數據分析、市場分析、風險計量監控能力,授信客戶行業分析、股東結構分析、財務狀況分析、還款現金流測算等能力;

  • 熟悉公司金融相關業務知識,對內地、香港等地區金融市場、跨境金融政策有較深入了解;

  • 具良好的葡語能力者優先考慮;

  • 具國際大型銀行 / 投資銀行 / 投資機構等工作經驗者優先考慮;

  • 持有 FRM、CFA、CPA 等相關專業資格者優先考慮。

客戶經理(金融機構)

職位內容

  • 負責開拓本地、跨境潛在目標金融機構客戶(包括銀行及非銀行金融機構類);

  • 負責為客戶提供專業、優質、一體化的金融服務,提升客戶滿意度;

  • 了解客戶、市場情況,做好風險管理、反洗錢審查等工作;

  • 承辦上級交辦的其他工作事項。

職位要求

  • 具三年或以上金融機構相關工作經驗;

  • 熟悉金融機構業務及金融市場產品;

  • 能獨立為客戶設計業務方案並提供專業服務;

  • 具有金融、會計和反洗錢相關專業知識者優先考慮。

客戶經理(個人金融)

職位內容

  • 為客戶提供綜合性金融服務,開展金融產品營銷工作,包括但不限於財富管理、消費信貸、中小企服務等;

  • 定期反饋客戶金融產品的市場動態,根據客戶需求推薦合適的產品及服務;

  • 根據銀行反洗錢相關要求,落實內控合規檢查及風險防範等工作;

  • 承辦上級交辦的其他工作事項。

職位要求

  • 具三年或以上金融機構相關工作經驗,熟悉本地銀行個人金融產品及服務;

  • 具良好的客戶營銷拓展能力及服務意識;

  • 具理財、保險、反洗錢等相關專業資格優先考慮。

申請方式

點擊以下連結 https://career.bocmacau.com 在線申請。

APPLY NOW 立即在線申請 ➔

$10k - 20k, $20k - 30k, $30k - 40k, I-JSCM1, Investment 投資, Freelance 兼職, JSCMPT5, M05BJ

APLUS 招聘:高中畢業即可,月薪3萬+|提供專業培訓

 

APLUS 團隊文化

核心精神:「卓越共創,智贏未來」

APLUS 團隊以專業、創新、協作為基石, 匯聚來自不同領域的人才,致力打造一支高績效、高凝聚力的精英團隊。我們相信,卓越的成就來自於持續的積累與團隊的共贏,因此我們鼓勵成員不斷突破自我,攜手創造更大的價值 。

APLUS 團隊理念

誠信、專業、積極、務實,致力發展團隊,引領有志之士培育成為企業家.

團隊願景與使命

APLUS 團隊將持續吸納高端人才,以『專業誠信』為根基,打造港澳最頂尖的財富管理團隊。

在這裡,我們提供:

✨ 業界頂尖的培訓資源與成長路徑
✨ 開放包容的團隊氛圍與精英共事機會
✨ 具競爭力的薪酬與快速晉升通道

合適求職者將享有優厚員工福利:

  • 福利制度:享有勞工假、部分政府公眾假期、年終獎金及公司活動等

  • 穩定的薪酬:根據經驗和表現,提供具競爭力的薪酬(底薪另加佣金及花紅)

  • 良好的工作氛圍:團隊合作,營造友善的工作環境

  • 每年有半個月海外免費旅遊及學習的機會;工作優良者,可獲得晉升機會 (待遇更優)

  • 職業成長機會:提供專業培訓,工作時間內能持續提升知識技能

1、行政協調助理

職責:

  • 安排及協調會議、行程與會議紀錄

  • 協助處理日常行政事務,如檔案整理、檔案管理

  • 處理公司內外部通訊

  • 協助高層處理日常事務,提供行政支持

  • 協調各部門之間的溝通與合作

要求:

  • 持有澳門身份證大學畢業以上學歷

  • 熟悉電腦文書工作(WORD,EXCEL,PPT)

  • 具備團隊精神、認真負責、善於溝通

2、創意策劃助理(兼職)

職責:

  • 負責社交媒體(FB、IG、微信、抖音等) 的短視頻策劃

  • 拍攝協助、剪輯及發佈影片 

要求:

  • 具備基礎視頻剪輯能力(熟悉  CapCut、 Premiere、 Final Cut Pro  等工具更佳)

  • 有社交媒體運營或內容創作相關經驗者優先

 

3、財富管理經理

兩年達至100萬年薪
加入港澳TOP5%精英團隊

專屬資源支持:

  1. 高端客戶資源對接

  2. 國際認證培訓全額資助

  3. 清晰晉升路徑:5年總監培養計劃

職責:

  • 根據不同客戶的需求,管理客戶投資、分析及制定計劃書等。

  • 透過專業分析及最新的市場資訊,為客戶提供專業諮詢服務。

  • 拓展業務市場及客戶管道。

  • 管理及組建營業團隊。

要求:

  • 大學畢業或以上,有工作經驗優先。

  • 良好的表達能力及溝通能力。

  • 持有澳門身份證。

4、財務策劃顧問

首年保底 30 萬 + 無限佣金

創業級支持:

  1. 免費專業培訓+客戶資源庫

  2. 彈性工作模式

  3. 國際交流機會

職責:

  • 向客戶提供財富管理及理財計劃

  • 根據客戶不同的需求,分析及制定計劃書等

  • 透過專業分析及最新的市場資訊,為客戶提專業諮詢服務  

要求:

  • 持有澳門身份證

  • 高中畢業以上學歷

  • 善於與人溝通

  • 願意挑戰自我能力

 

5、私人助理

高層身邊的關鍵角色

成長優勢:

  1. 參與核心決策過程

  2. 全方位管理能力培養

職責:

  • 協助處理老闆日常工作事務

  • 協調各部門工作(需外勤工作)

  • 熟悉電腦文書工作(WORD,EXCEL,PPT)

要求:

  • 持有澳門身份證 大學畢業以上學歷

  • 具備團隊精神、認真負責、善於溝通

  • 有私家 / 電單車牌優先

 

6、實習培訓生

港澳最搶手金融實習機會

獲得:

  1. 導師 1 對 1 指導

  2. 優異者直接轉正

  3. 實習津貼可達8,000

職責:

  • 參與部門日常工作及會議。

  • 體驗不同工作職務, 探索適合自己職業理想的工作崗位

  • 學習不同範疇的知識,深入瞭解市場動向

要求:

  • 大三大四學生優先,相關專業背景優先

  • 持有澳門身份證 

 

*申請方式:

  • 如果你期待一份能夠發揮組織能力的工作,並希望在穩定的環境中實現職業成長,請立即將你的簡歷發送給我們!

  • 有意者可將個人履歷、薪金要求電郵至 aplus.recruit100@gmail.com

  • WeChat:a28111761

  • WhatsApp:6300 8213

  • 聯絡電話:6300 8213(馨尤)

申請人提供的資料會絕對保密及只用作招聘用途。


快速預約面試:

$10k - 20k, $20k - 30k, GM 綜合管理, Investment 投資, M06CJ

A&P Investment Fund Management 澳門招聘

 

A&P成立於2023年,作為澳門首家獲許可開設的投資基金管理公司,我們一直致力於制定本地基金行業標準,凝聚和培養本地優秀人才,憑籍豐厚的專業知識 , 為本地客戶提供高品質財富增值服務。

我們一向秉持著公司創始人所倡導的“安全、穩健、戰略性”三大核心理念:以資本保值為優先,研究和資訊技術為基礎 ,恪守嚴格的價值分析和資產分配原則,在保障資本安全下聚焦於穩定妥善的戰略投資,努力投入到風險管理最理想的回報組合。

Founded in 2023, A&P is establishing the standards of the Fund Industry in Macau by being the first licensed Investment Fund Management Company, contributing to our vision of local talent managing our own financial solutions.

Our core principles emanate always from our philosophy expounded by the founders for Safe, Sound, and Strategic: Prioritizing capital preservation, we focus on sound and strategic investments based on rigorous value analysis and capital allocation principles, for once security of capital is ensured, we then channel our efforts into the best risk-return profiles.

Executive Manager to the CEO

Our CEO is seeking a highly capable and trusted Executive Manager to act as a force multiplier and strategic partner. This is not a traditional administrative role; it is a central hub in the organization, requiring exceptional initiative, sharp intellect, and unwavering discretion.

You will be the key support system for the CEO, managing both external and internal matters to ensure seamless operation and strategic alignment. This is a unique opportunity to have a front-row seat to the inner workings of a growing company and to directly impact its success.

Key Responsibilities:

  • Strategic Support: Act as a gatekeeper, representative, and extension of the CEO. Prepare briefs, agendas, and presentations for board meetings, investor calls, and high-level negotiations.

  • External Liaison: Serve as a primary point of contact for key external partners, clients, and stakeholders. Represent the CEO with professionalism and poise.

  • Internal Coordination: Streamline communication and execution across departments. Ensure leadership teams are aligned with the CEO's vision and priorities. Facilitate key meetings and follow up on action items.

  • Initiative & Project Management: Lead and manage special projects on behalf of the CEO, from initial research to implementation, often with minimal supervision.

  • Communication Drafting: Draft, review, and edit high-level communications, including emails, reports, speeches, and proposals.

The Ideal Candidate:

  • A Self-Starter: You are outgoing, resourceful, and don't wait to be told what to do. You anticipate needs and solve problems before they arise.

  • An Exceptional Communicator: You are fluent in both English and Mandarin, with exceptional written and verbal skills in both languages.

  • Academically Accomplished: You hold a university degree from a recognized institution.

  • Business-Savvy: Prior experience in or strong knowledge of the banking or financial services industry is a significant advantage. You understand business fundamentals and can grasp complex concepts quickly.

  • Discreet & Professional: You handle sensitive information with the utmost confidentiality and integrity.

What We Offer:

  • An unparalleled opportunity for professional growth and mentorship from a seasoned CEO.

  • Exposure to high-level strategic decision-making and a wide network of industry leaders.

  • A competitive compensation and benefits package.

  • A central role in a dynamic and ambitious company.

Senior Analyst

Job Overview:

We seek an Senior Analyst to join investment team in Macau. The primary responsibility is to support investment research and investment decision making. This is a long-term opportunity to join one of the fastest growing businesses in the region with an aggressive plan to keep acquiring and innovating with talent at its core.

Job Responsibilities:

  • Responsible for performing industry and company research, financial analysis, due diligence, financial modelling and valuation activities.

  • Preparing investment recommendation memorandums and other supporting analysis materials to investment committee.

  • Monitor financial markets, current events, and economic factors (e.g., interest rates, inflation, and geopolitical developments) to proactively identify opportunities, trends, or threats in fixed income sectors.

  • Assist in cash management and short-term investments, optimizing cash portfolios while managing bank capacity and exposure limits.

  • Working with senior team members in transaction execution.

  • Coordinate with post-investment team on monitoring performance of portfolio companies.

  • Complying with any internal and external regulations and company’s policies and procedures.

  • Interact with internal and external parties and regulatory bodies, to facilitate other ongoing portfolio activities.

Job Requirements:

  • Bachelor’s degree or higher in Finance, Economics or related disciplines.

  • CFA or related qualification preferred.

  • Minimum 3 years of experience in experience in investment banking, consulting, big four accounting firm (transaction services), research or private equity or other relevant experience.

  • Strong analytical, quantitative skills with solid financial modelling and valuation experience is required.

  • Strong communication and interpersonal skills, and able to form effective working relationships.

  • Proactive in taking responsibilities and able to multi-task.

  • Passionate and motivated to contribute to investment field.

  • Fluent in English (written and spoken); proficiency in Cantonese or Mandarin is advantageous. Portuguese language skills are a plus.

  • Capability of working closely with team members and delivering quality work under tight schedules.

Fund Operations Associate

Job Overview:

We seek a detail-oriented Fund Operations Associate based in Macau. The primary responsibility is to lead daily operations for the investment vehicles managed by the firm. This is a long-term opportunity to join one of the fastest growing businesses in the region with an aggressive plan to keep acquiring and innovating with talent at its core.

Job Responsibilities:

  • Manage daily fund operations and reporting, including reconciliations for trades, positions, cash, subscriptions/redemptions, NAV calculations and reconciliations, capital calls, distributions, and cash management.

  • Support oversight of fund lifecycle activities from product launch to termination, ensuring compliance with legal agreements.

  • Process and validate NAV calculations, financial statements, and investor reports prepared by fund administrators.

  • Coordinate with third-party service providers (custodians, auditors, transfer agents, fund administrators) to resolve discrepancies and streamline processes.

  • Collaborate with relevant internal stakeholders to address registration, audits, and ad hoc reporting requirements.

  • Monitor portfolio performance for investment vehicles, tracking financial metrics and project milestones.

  • Identify and escalate operational or financial risks in investment vehicles, proposing mitigation strategies.

  • Prepare regular post-investment management reports, synthesizing performance data, risks, and recommendations.

  • Collaborate with internal teams to execute post-investment actions (e.g., governance updates, exit planning).

  • Assist in designing and implementing operational workflows to enhance efficiency, accuracy, and scalability.

Job Requirements:

  • Degree holder in Business, finance, accounting, or related disciplines.

  • CPA or related qualification preferred.

  • Experience: 1–3 years in fund operations, asset servicing, or related fields in financial institutions; exposure to private equity/venture capital funds and experience at a reputable accounting/audit firm (e.g., Big Four) is a plus.

  • Strong understanding of fund structures, fund accounting principles, and financial reporting.

  • Proficiency in Excel; knowledge of Excel VBA or Python is a plus.

  • Strong analytical, problem-solving, and negotiation abilities.

  • Entrepreneurial mindset with a hands-on approach to multitasking in fast-paced environments.

  • Fluent in English (written and spoken); proficiency in Cantonese or Mandarin is advantageous. Portuguese language skills are a plus.

  • Proactive learner with a commitment to teamwork, compliance, and operational integrity.


Relationship Manager

Job Overview:

We seek a high-performance Relationship Manager based in Macau. The primary responsibility is to grow revenue and manage client relationships. This is a long-term opportunity to join one of the fastest growing businesses in the region with an aggressive plan to keep acquiring and innovating with talent at its core.

Job Responsibilities:

  • Building and drive strong relationships with distribution channels, institutional clients, high-net-worth individuals, and wealth management partners.

  • Achieve the assigned sales targets and budgets.

  • Work closely with investment management team and present the fund product offering to identified clients.

  • Formulate sales and marketing strategy by keeping abreast of the current market trend.

  • Structure tailored investment solutions by coordinating with internal teams to cater client’s need.

  • Conduct seminars and product presentations for target clients and strategic partners.

Job Requirements:

  • Degree holder in Business, finance or related disciplines.

  • CFA or related qualification preferred.

  • Minimum 8 years of experience in fund sales, distribution sales, institutional sales or Wealth management with reputable asset managers or financial institutions.

  • Solid sales track record with proven success in closing institutional clients preferred.

  • Entrepreneurial mindset with self-starter personality, highly motivated and ability to excel in a team-oriented environment

  • Fluent in English, Cantonese and Mandarin (written and spoken) is a MUST. Portuguese language skills are a plus.

  • A solid understanding of asset management is essential, along with a passion for the industry.


Benefits 員工福利

Annual Leave, Sick Leave, Public and Bank Holidays, SSF, i.e.

包括但不限於有薪年假、有薪病假、澳門公眾及銀行假期、社保基金等


申請方式 Application:

有意申請者請將最新中英文履歷發送至 recruitment@apfund.mo

Interest parties please send your most recent CV(Both Chinese and English) to: recruitment@apfund.mo

$10k - 20k, $20k - 30k, $30k - 40k, Investment 投資, M07BJ

JULIE FINANCIAL GROUP 澳門招聘

1J-01.jpg
 

1. 財富管理經理

工作內容:

  • 根據不同客戶的需求,為客戶量身定制專屬計劃書

  • 管理客戶投資,為客戶提供高素質服務

  • 分析市場趨勢,主動拓展業務市場及客戶管道

職位要求:

  • 持有澳門身份證(歡迎新移民)

  • 大學本科畢業或以上學歷,專業不限

  • 良好的表達能力及溝通能力

  • 能獨立完成工作

薪酬福利:

  • 良好的內部晉升制度

  • 每月底薪加上極具吸引力的傭金及年終花紅

  • 免費在職專業培訓

  • 參加不同海外會議機會

2. 財務策劃顧問

工作內容:

  • 為客戶提供專業的理財諮詢服務

  • 建立與維繫客戶關係

  • 學習不同層面的知識,深入瞭解市場動向

職位要求:

  • 持有澳門身份證(歡迎新移民)

  • 高中畢業或以上學歷,專業不限

  • 良好的表達能力及溝通能力

薪酬福利:

  • 良好的內部晉升制度

  • 每月底薪加上極具吸引力的傭金及年終花紅

  • 免費在職專業培訓

  • 參加不同海外會議機會

3. 人事經理

*薪金面議

工作內容:

  • 負責公司 招聘 / 內部培訓 / 人才培養

職位要求:

  • 持有澳門身份證

  • 大學畢業及以上學歷

  • 具備團隊合作精神及獨立作業能力並善於溝通表達

  • 熟練Excel、Word 和 PowerPoint 等電腦技能

  • 有相關工作經驗者優先

4. 經理助理/秘書

*薪金面議

工作內容:

  • 一般文書處理

職位要求:

  • 熟悉電腦軟件MicrosoftOffice操作

  • 學習能力強

  • 有責任心能獨立處事

申請方式:

有興趣者請將履歷電郵到 MDRT123456@gmail.com,並注明申請職位。

招聘熱線:(853) 8981 3567 聯繫萬小姐查詢。

所收集之個人資料絕對保密,只會用作招募及與其相關之用途,不會轉交至未經授權的第三者。


立即網上預約面試:

$10k - 20k, $20k - 30k, $30k - 40k, $40k - 50k, Bank 銀行業, Investment 投資, M06DJ

HSBC & HSBC Life 澳門招聘

 

香港上海滙豐銀行 The Hongkong and Shanghai Banking Corporation Limited

Established in 1972, HSBC Macau Branch offers a comprehensive range of banking services to its customers. Its retail banking and wealth management business focuses on the HSBC Premier service, which is HSBC's global wealth management proposition, offering unique banking and wealth management services to local citizens and customers with international background or needs. Its commercial banking includes import / export financing, commercial loans, payment and cash management, trade and supply chain, and SME banking services.

職位空缺 JOB OPENINGS:

Head of Business Risk and Performance Services - GCOO - Macau

Principal Accountabilities:

  • Active and engaged member of the Macau Chief Operating Officer (COO) senior leadership team. Provide leadership driving the people agenda, developing/influencing and role modelling the HSBC values.

  • Define and execute HSBC’s global business risk and resilience strategy, aligning with regulatory expectations and business goals.

  • Drive a risk aware culture, ensuring proactive identification and mitigation of operational, third party and security risks.

  • Support the Macau COO to effectively manage the risk and control environment, providing insight on control effectiveness and emerging risk – a key priority in driving the Banks’ strategy, coordination and agreement of strategic plans across Macau, development and implementation of HSBC’s Governance and Organizational Design and processes, as well as manage the Macau COO’s commitments across governance forums.

  • Oversee Financial Performance and Cost Optimization relating to GCOO by managing budgeting, forecasting, and cost controls, including tracking operational losses, driving efficiency, and ensuring robust challenge mechanisms are in place.

  • Enable Strategic Workforce Planning by partnering with stakeholders to align resource and capacity planning with transformation goals.

  • Act as a Strategic Business Partner by serving as the primary point of contact for audit, financial planning, and governance, enabling collaborative delivery across the broader Operations and Product landscape.

  • Coordinating and managing special projects and high priority initiatives on behalf of the COO head incl. identifying, leading and supporting delivery of initiatives to improve operational efficiency.

  • Support COO to define and deliver the People agenda across GCOO Macau team.

  • Develop strong advisory controls relationship with the Chief Operating Officer and Chief Executive Officer for Macau as well as leaders across Business and Infrastructure teams. Represent risk and controls management to Executive Management in Macau as and when needed

  • Engage with regulators and industry bodies to shape and influence resilience standards and emerging risks.

  • Responsible for managing xLoB / xEntity Operational Resilience deliverables to meet HSBC Macau Chief Operating Officer, Chief Risk Officer, and Chief Executive Officer’s accountabilities.

  • Accountable to HSBC Macau and play a key role in supporting the transition of Operational Resilience from Programme delivery to Business as Usual (BAU).

  • Take ownership for establishing the new Business Risk functional capabilities, focusing on outcomes, proactive risk mitigation and investment and benefits returns

  • Drive the development and adoption of technology techniques and to enhance the bank’s approach to the mitigation of non-financial risks

  • Drive connectivity and collaboration across the enterprise, to drive integrated resilience capabilities including Controls, Business Continuity and Incident Management, Protective Security, and all Non-Financial Risks.

  • Oversee the Chief Control Office, embedding a robust risk and control framework across GCOO.

  • Oversee Group third-party risk vs. appetite working with Business and Infrastructure Non-Financial Risk teams on remediation of Third-Party risk

  • Oversee the readiness across the ServCo Group entities for resolution and recovery events in line with regulatory requirements.

  • Deputies for the Macau COO in various risk and control forums as and when needed

Qualifications:

  • Extensive experience in financial industry with prior experience in managerial role

  • Proactive in developing ideas, continuously searching for improvements in techniques which add value to the business and has full responsibility for implementation

  • Previous experience in Risk Management within a global organisation, working across cultures.

  • Strong leadership and ability to actively motive his/her team members

  • Proven experience in financial budgeting, strategic planning, communication and people management processes.

  • Ability to present complex issues confidently and concisely to Senior Management using simple language

  • Comprehensive knowledge of the external environment (risk, regulatory, political, competitors etc.).

  • Outstanding relationship management, collaboration and influencing skills with experience of positive, challenging interactions with senior executives across multiple functions.

  • Ability to build senior relationships by communicating, influencing and negotiating effectively with senior executives, non-executives, regulators, third parties and internal management teams.

  • Ability to use initiative to resolve issues, whilst dealing with a diverse range of stakeholders and team members, distributed across functions and locations.

  • Good verbal and written communication skills required in English; other language abilities are advantageous.

Interested candidates, please apply directly via:

https://mycareer.hsbc.com/ExternalApply?pipelineId=277476

Head of Wholesale Ops - GCOO - Macau

Principal Responsibilities:

  • Through consultation with Senior WSB Managers and conducting random checks/streamlining procedures

  • By transforming the way of working through innovation & technology

  • By analyzing running costs and productivity trends in related to WPB transactions and supplier transactions

  • By managing cost efficiency and meet FRP targets

  • By providing effective service to existing customers/communicating customer interest in services outside his/her own to other departments /branches

  • By resolving customer enquiries and complaints and maintaining contacts with customers of the Bank

  • By making effective us of available resources through cross-utilization, fine-tuning work procedures & process improvement

  • By planning staff training and promoting teamwork through organizing regular meetings to facilitate effective internal communications and walking the job, planning staff career development and succession planning in the team

  • By safeguard the security of the Bank’s financial and physical assets by compliant to BIM, audit reports and the local Monetary Authority’s regulations. Ensure controls are effective and proactively mitigate operational risks and within business risk appetite.

  • By controlling main stock of all security documentation and ensure banking physical records are compliant to record retention

  • By monitoring and oversighting the performance of internal and external outsourcing parties and ensuring quality service is provided according to defined standard

Job Requirements:

  • BA degree holder in any subject

  • Relevant experience in financial industry with prior experience in supervisory role

  • Strong leadership and ability to actively motive his/her team members

  • Capacity and high creativity in solving operational and personnel problems

  • Demonstrate a strong focus on process improvement and controls

  • Strong stakeholder management

  • Strong project management and execution focus extremely organized and effective at time management

Interested candidates, please apply directly via:

https://mycareer.hsbc.com/external?pipelineId=276069

Manager WPB Ops - GCOO - Macau

Job Roles & Responsibilities:

  • Independently perform operational tasks within the Bank as may be assigned by manager

  • Manage the delivery and execution of E2E process on Credit Cards, Mortgage and other banking services.

  • Ensure KPI continually met and manage Business expectation

  • Maintain standards in production quality, service level and financial performance

  • Ensure all works strictly comply to local and global regulation and compliance

  • Resolving or escalating issues with operational effectiveness in a timely and appropriate manner

  • Support Head of WPB Ops to perform MI reporting and operational procedures review

  • Proactively seek out opportunities to drive process streamlining, digitization and transformation initiatives and actively participate in local / regional projects as local representation.

Job Requirements:

  • Over 5 years of experience in financial industry, related to Cards Operation would be advantage

  • Strong project management and execution focus extremely organized and effective at time management

  • Excellent written and verbal communication skills, in both Chinese and English

  • Good commercial sense and excellent customer services mindset

  • Able to work under stress and strains and be change oriented

  • Good interpersonal skills and able to work collaboratively across functional and business lines

  • Analytical and detail oriented

  • Good team player and multi-tasks

Interested candidates, please apply directly via:

https://mycareer.hsbc.com/ExternalApply?pipelineId=262865

Manager GPS Ops - GCOO - Macau

Principal Accountabilities:

  • Independently perform operational tasks within the Bank as may be assigned by manager

  • Manage the delivery and execution of E2E process on Payments, cheques and other banking services.

  • Ensure KPI continually met and manage Business expectation

  • Maintain standards in production quality, service level and financial performance

  • Ensure all works strictly comply to local and global regulation and compliance

  • Resolving or escalating issues with operational effectiveness in a timely and appropriate manner\

  • Support Head of GPS Ops to perform MI reporting and operational procedures review

  • Proactively seek out opportunities to drive process streamlining, digitization and transformation initiatives and actively participate in local / regional projects as local representation.

Qualifications:

  • Over 5 years of experience in financial industry, related to Payments Operation would be advantage

  • Strong project management and execution focus extremely organized and effective at time management

  • Excellent written and verbal communication skills, in both Chinese and English

  • Good commercial sense and excellent customer services mindset

  • Able to work under stress and strains and be change oriented

  • Good interpersonal skills and able to work collaboratively across functional and business lines

  • Analytical and detail oriented

  • Good team player and multi-tasks

Interested candidates, please apply directly via:

https://mycareer.hsbc.com/ExternalApply?pipelineId=277477

Premier Relationship Mgr I - RBWM - Macau

The main roles of the job holder ensure the successful implementation of business strategies and Retail Banking & Wealth Management (RBWM)’s profitability through achievement of customer retention, growth of high value targeted customers, business goals of the branch and customer satisfaction as well as to support the implementation of all Global Standard and AML related activities / initiatives.

Job Roles & Responsibilities:

  • To contribute to the Bank’s service and sales goals and profitability by proactively growing the HP portfolio through regular meeting as per customer needs, and achieving RBIF scheme

  • To contribute to the growth of customer portfolio by initiating proactive customer contacts to build, cement and reinforce relationship with own portfolio customers.

  • Manage existing relationship with those high-net-worth customers by obtaining net new funds and develop new relationships from clients.

  • Acquire new Premier relationship and manage all aspects of a portfolio of Premier custom relationships.

  • Comply with Global guidance and financial crime activities, observe Group Compliance Policy and maintain awareness of operational risk and minimize the likelihood of it occurring.

  • Complete the CDD/EDD reviews promptly with quality outcome

Qualifications:

  • 2-3 years banking experience

  • Customer service focused mindset

  • Possess good knowledge of WPB products including general banking insurance through internal accreditation and external regulatory requirement (AMCM) to obtain Insurance License

  • Good selling and presentation skills

  • Fluent in spoken and written in English, Chinese and Putonghua

  • Good communication and interpersonal skills

Interested candidates, please apply directly via:

https://mycareer.hsbc.com/ExternalApply?pipelineId=276988

General Banking Officer (BDO) - WPB - Macau

Job Roles & Responsibilities:

  • Support the GBM / BM in developing & implementing S&S plan for the branch. Ensures the performance objective set under RBIF scheme are achieved.

  • Identify potential customers with HMLs, credit cards, Premier a/c, PIB and general insurance products

  • Ensure that banking hall environment is friendly, efficient & professional, with effective merchandising.

  • Collect market intelligence, & report customer feedback, usage, receptiveness etc to BM.

  • By providing consistently high level or service delivery and efficiency to Premier and general banking customers.

  • By providing one-stop personal banking services, handling customers’ enquiries and resolving customers’ complaints efficiently and professionally.

  • Work collaboratively and communicating persuasively, emphasizing teamwork, diversity and knowledge sharing with working parties.

  • Assist in driving the Bank’s value and build a customer centric and risk adverse culture

  • To contribute the continuous improvement of the Bank’s service & sales processes and standards

  • To support Premier Center/Premier Counter improvement initiatives, providing customer feedback of our service and ensuring compliance with statutory / audit requirements

Job Requirements:

  • Customer service focused mindset

  • Prior banking industry experience would be preferable

  • Fluent in spoken and written in English, Chinese and Putonghua

  • Good communication and interpersonal skills

  • Aspired to develop your career in sales and servicing roles at retail branches

Interested candidates, please apply directly via:

https://mycareer.hsbc.com/ExternalApply?pipelineId=209452

Counter Services Officer - RBWM - Macau

Key Accountabilities / Impact on Business:

  • Provide exceptional customer service ensure that we are friendly, efficient & professional and attentively address their needs

  • Accurately conduct the cash transactions and verify for any forgeries and discrepancies

  • Manage cash flow by recording all cash and coin transactions

  • Identify opportunities to perform business referrals to sales team by understanding the customers’ needs

  • Support the CSM / BM in developing & implementing S&S plan for the branch. Ensures the performance objective set are achieved

  • Support to implement and execute FCR activities and complete the RFI/CDD with quality and critical thinking as well as promptly raising UAR when unusual transactions were identified.

  • Assist in driving the Bank’s value and build a customer centric and risk adverse culture

  • Work collaboratively and communicating persuasively, emphasizing teamwork, diversity and knowledge sharing with working parties

  • Comply with all regulations and operation guidelines/procedures by ensuring all compliance requirements, both internal and external are adhered to

  • To contribute the continuous improvement of the Bank’s service

  • Ensure compliance with statutory / audit requirements

Qualifications:

  • Customer-service focused mindset

  • Preferably with general understanding of bank products and services

  • Prior banking industry experience would be preferable

  • Good communication skill in English and Chinese is preferred

  • Good communication skill and basic computer knowledge

  • To be considered for this role, the relevant rights to work in Macau is required

Interested candidates, please apply directly via:

https://mycareer.hsbc.com/ExternalApply?pipelineId=186396

Apprentice Programme (Part-Time basis)

Job Roles & Responsibilities:

  • Understand the overall concept and functionality aspect of the department

  • Perform administrative duties to support the smooth operations flows within the department, e.g. manage database and records

  • Co-ordinate and participate in bank activities and networking events

  • Shadow position within the department as part of “on the job training” for a variety of duties

Job Requirements:

  • Year 2 - Year 3 College Student or Master Student preferable

  • Proficient computer skills including Microsoft Office suite of Word, Excel, PowerPoint

  • Self-directed and able to work with less supervisor

  • Good communication skill

  • Keen to learn new knowledge and adaptive

  • Long-term relationship for 6 months and above preferable

  • Macau Resident

Interested candidates, please apply directly via:

https://mycareer.hsbc.com/ExternalApply?pipelineId=186397

OUR BENEFIT

We offer comprehensive and competitive remuneration package with benefits proposition to meet diverse needs of workforce:

  • Pension Fund

  • Medical insurance covering dependents and wellness

  • 18 days and above Annual leave

  • Bank holidays

  • Birthday leave, Festival early leave, Parental leave, Examination leave etc.

  • Preferential Banking Offers

  • Employee Education Benefits Program

  • Learning programs & Development Opportunities

You’ll achieve more when you join HSBC.

www.hsbc.com/careers

Please scan the QR code for our career opportunities and applications:

 

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.


 

HSBC Life (International) Limited – Macau Branch

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC Life is a world-class institution where you can specialise in Insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make. At HSBC Life we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific region.

Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realise the full potential of being part of HSBC.

Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

We are currently seeking an experienced professional to join our team in the role of Insurance Specialist - HSBC Life


職位空缺 JOB OPENINGS:

Head of Business Management, HSBC Life Macau

The Head of Business Management will oversee the operations of our Macau insurance business, ensuring seamless branch operations, efficient resource utilization, effective risk management and high staff engagement. This senior leadership role will focus on managing branch networks, property and facilities, administrative and operational processes, management information systems, cost control, and staff performance to drive operational efficiency and support business objectives. The ideal candidate is an experienced operational leader with deep insurance industry knowledge, strong analytical skills, and a proven ability to optimize processes and engage teams.

Principal responsibilities

  • Branch Management: Oversee the operations of Macau office, ensuring consistent service delivery, compliance with company standards, and alignment with business goals.

  • Insurance Administration Oversight: Streamline processes, including workflow management, documentation, and internal operations, to enhance efficiency.

  • Staff Engagement and Development: Foster a high-performance culture by leading staff engagement initiatives, including training programs, performance management, and employee retention strategies to boost morale and productivity.

  • Management Information: Oversee the development and maintenance of MI system to provide accurate, timely, and actionable data for decision-making, ensuring robust reporting on operational performance, sales, and customer metrics.

  • Cost and Resource Control: Implement strategies to optimize operational budgets, control costs, allocate resources effectively, ensuring financial discipline with high service quality.

  • Customer Experience: Oversee operational aspects of customer experience, ensuring seamless delivery of services across channels to enhance satisfaction and retention.

  • Regulatory Compliance: Ensure operational processes comply with Macau’s regulations, collaborating with compliance teams to implement efficient workflows.

  • Technology Integration: Drive the adoption of operational technologies to enhance efficiency and reduce costs.

  • Performance Monitoring: Establish & track operational KPIs, e.g.: cost-to-income ratios and staff productivity, to ensure continuous improvement and alignment with business objectives.

  • Stakeholder Collaboration: Work closely with internal teams (e.g., underwriting, claims, IT, HR) and external vendors to ensure operational alignment and support business growth.

  • Risk Management: Identify and mitigate operational risks, including process inefficiencies, resource constraints, and compliance gaps, to ensure business continuity and resilience.

Requirements

  • Bachelor’s degree in Business, Finance or a related field.

  • Proven track record of managing branch operations, property management, or administrative functions in the insurance sector.

  • Strong experience in cost control, resource management, and operational budgeting.

  • Expertise in developing & utilizing MI systems for operational reporting and decision-making.

  • Demonstrated success in staff engagement, leadership, and fostering a high-performance culture.

  • Deep understanding of the Macau insurance market and its regulatory environment.

  • Exceptional leadership, communication, and stakeholder management skills.

  • Strong analytical and problem-solving skills, with a data-driven approach to optimizing operations.

  • Fluency in English; proficiency in Cantonese and/or Mandarin is highly desirable.

You’ll achieve more when you join HSBC Life.

Interested candidates, please apply directly via:

https://mycareer.hsbc.com/ExternalApply?pipelineId=279217

Assistant Manager, Operations and Customer Service - HSBC Life, Macau

Principal responsibilities:

  • Assist manager in maintaining a smooth, effective and efficient daily operations of the department

  • Maintain daily smooth and efficient operational function of customer servicing, policy servicing and claims

  • Handle enquiries and provide services to customers at service counter and hotline

  • Assist timely filing to regulators

  • Manage projects and initiatives, ensuring timely completion and alignment with company goals.

  • Communicate project status and updates to stakeholders regularly

  • Ensure timely delivery of quality services by meeting departmental benchmarks

  • Perform other duties periodically assigned by supervisors in order to meet operational and other requirements

  • Handle letters, reports and documents to maintain standard of guideline and aware of exception or irregularities promptly

Requirements:

  • University degree holder

  • Minimum 5 years of working experience in financial institutions and customer service related areas

  • Solid knowledge in insurance products

  • Effective analytical and problem solving skills

  • Excellent communications and interpersonal skills

  • Fluent in English, Cantonese and Mandarin

  • Computer-literacy

  • Self-motivated and able to work independently

Interested candidates, please apply directly via:

https://mycareer.hsbc.com/ExternalApply?pipelineId=223671

Wealth Planning Specialist - HSBC Life, Macau 澳門滙豐保險 - 財富策劃顧問

Job Roles & Responsibilities:

  • Provide specialist advice to customers on appropriate insurance solutions and support end to end insurance sales journey in order to ensure the insurance/ protection needs of customers are well fulfilled

    為客戶提供合適保險解決方案的專業建議,及在整個銷售過程提供支援,以確保充分滿足客戶的保險/保護需求

  • Identify and capture business opportunity from affinity/ customer referrals by supporting promotion booth / making outbound call.

    透過親緣關係/客戶推薦,及不同渠道如促銷攤位 / 進行電話對外銷售中發掘機會

  • Provide referral leads to Macau Branch staffs from identifying customer’s other wealth needs, or onboarding the non-bank customer

    以了解客戶的其他財富需求,或為非銀行客戶提供服務,為澳門分行的工作人員提供轉介

  • Manage customer’s insurance portfolio to ensure the highest rate of customer satisfaction and persistency

    管理客戶的保險組合,以確保最高的客戶滿意度和可持續性

  • Observe feedback from customers/ working partners and provide insight for streamlining process and coming up with new ideas on product solutions

    觀察客戶 / 工作夥伴的反饋,以提供意見精簡流程並改善產品解決方案

  • Developing business plans and formulating business strategies with sales leaders and implement the sales tactics assigned

    與主管一起制定業務計劃並製定業務戰略,執行分配的銷售策略

  • Collaborate with Branch Managers to effectively mobilize resources to delivery insurance solution for fulfilling the needs of customers

    與分行經理合作,有效調動資源以提交滿足客戶需求的保險解決方案

  • Promoting and enhancing the brand and image of HSBC Life and the Bank

    促進和提升滙豐保險和銀行的品牌和形象

  • Ensure that the service delivered by various branches are being benchmarked and are of top quality

    確保對各分行提供的服務進行基準測試,並達到最高質量

Qualifications and Requirements:

  • University Degree Holder

    大學學位持有人或同等學歷

  • Passed Insurance Intermediaries Qualifying Examination Paper 1, 3 and 5 is preferred

    持有有效保險中介人資格考試卷一、三 和 五

  • Experience in business development, client servicing or distribution support within banking or life insurance or other customer servicing industries

    有於銀行或人壽保險從事業務發展,客戶服務, 分銷工作等相關經驗

  • Knowledge in Life Insurance Products is preferred

    對人壽保險產品有透徹的了解

  • Strong coaching skills and strong business acumen

    敏銳的商業洞察力及有能力輔導團隊

  • Solid knowledge in driving and implementing business strategy

    有能力幫助推動與實施企業戰略

  • Strong proficiency in Microsoft Office

    熟悉Microsoft Office之操作如EXCEL、WORD等

  • Excellent Communications and Interpersonal Skills

    工作主動,具有良好的溝通能力、創新思維,及團隊協作意識

  • Fluent in English, Cantonese and Mandarin

    具流利的廣東話、普通話、英文語言能力

  • Candidate with less relevant experience may be considered for the position of Assistant Wealth Planning Specialist.

    具備較少相關經驗的候選人,將獲考慮聘任為助理財富策劃顧問

  • To be considered for this role, the relevant rights to work in Macau

    要被考慮這個職位,相關人士必須為有權利於澳門工作。

Interested candidates, please apply directly via:

https://portal.careers.hsbc.com/careers?location=Macau&pid=563774607839360&domain=hsbc.com&sort_by=relevance


You’ll achieve more when you join HSBC.

www.hsbc.com/careers

Please scan the QR code for our career opportunities and applications:

 

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited / HSBC Life (International) Limited.

APPLY NOW

You’ll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.