Senior Client Service & Operations Lead

AMG FINANCIAL GROUP; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

AMG FINANCIAL GROUP is seeking a Senior Officer / Assistant Manager in Wan Chai, Hong Kong to deliver professional client servicing and operational support to advisers and clients. The role focuses on coordinating insurance and trust-related processes and resolving day-to-day issues to enhance service quality.

The successful candidate will contribute to continuous improvement, handle complex cases, and explore digital solutions and AI tools to boost efficiency while maintaining service standards.

Qualifications

• 3–5 years of client servicing or operations experience.
• Experience in insurance, wealth management or financial services preferred.
• Exposure to AI tools to improve business processes is a plus.
• Strong written and spoken English and Chinese (Cantonese) communications.

Responsibilities

• Handle enquiries and servicing requests from clients and advisers with timely, professional responses.
• Coordinate new business applications, policy issuance, policy servicing and related administrative processes.
• Provide operational support for trust-related matters where applicable.
• Liaise with insurers, advisers, service providers and internal departments to drive smooth operations.

Skills

Communication

Interpersonal skills

Problem-solving

Detail-oriented

Teamwork

Leadership potential

Tools

AI tools

Job description

AMG FINANCIAL GROUP is seeking a Senior Officer / Assistant Manager in Wan Chai, Hong Kong to deliver professional client servicing and operational support to advisers and clients. The role focuses on coordinating insurance and trust-related processes and resolving day-to-day issues to enhance service quality.

The successful candidate will contribute to continuous improvement, handle complex cases, and explore digital solutions and AI tools to boost efficiency while maintaining service standards.