Senior Officer / Assistant Manager – Client Service & Business Support

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

Senior Officer / Assistant Manager - Client Service & Business Support

Communication is essential between staff, advisers and management; it brings mutual understanding and trust to AMG.

Appreciation is vital to a harmonious and friendly working environment, it cultivates a cooperative and supportive atmosphere among us.

Respect is a necessity for partnership and all kind of good relationships.
Communication,AppreciationandMutual Respectformed our unique "Culture of CAR".

Position Summary:

We are seeking a Senior Officer / Assistant Manager - Client Service & Business Support to provide professional client servicing and operational support to our financial advisers and clients.

The successful candidate will play a key role in coordinating insurance and trust-related business processes, managing client servicing matters, resolving operational issues and ensuring efficient day-to-day operations.

This position offers an opportunity to take on greater responsibilities and contribute to the continuous improvement of our service quality and operational efficiency, including the adoption of new technologies.

Job Responsibilities:

• Handle enquiries and servicing requests from clients and financial advisers, ensuring timely and professional responses.
• Manage and coordinate new business applications, policy issuance, policy servicing and other insurance-related administrative processes.
• Provide operational and administrative support for trust-related matters, where applicable.
• Liaise with insurance companies, financial advisers, trust service providers and internal departments to facilitate smooth business operations and resolve outstanding matters.
• Review and verify application forms, supporting documents and client records to ensure accuracy, completeness and compliance with internal procedures.
• Handle complex servicing cases, operational issues and escalations, providing practical and timely solutions.
• Monitor outstanding cases and follow up proactively to ensure service standards and turnaround times are maintained.
• Support the implementation and enhancement of operational workflows, internal procedures and service delivery standards.
• Explore opportunities to leverage digital solutions and AI tools to enhance operational efficiency and service quality.
• Provide guidance and support to junior team members, where appropriate.
• Prepare operational reports, maintain accurate records and undertake ad hoc assignments or projects as required.

Job Requirements:

• At least 3-5 years of relevant experience in client servicing, business support or operations, preferably within the insurance, wealth management or financial services industry.
• Experience in insurance brokerage, independent financial advisory (IFA), insurance policy administration or trust-related operations, trust administration or trust servicing would be an advantage.
• Exposure to AI tools and applications, particularly in improving business processes, operational efficiency or administrative workflows is preferred.
• Good understanding of insurance application procedures, policy servicing processes and related documentation requirements.
• Strong communication, interpersonal and problem-solving skills, with the ability to work effectively with clients, advisers and business partners.
• Detail-oriented, well-organised and capable of managing multiple tasks and priorities independently.
• Proactive, responsible and customer-focused, with a strong sense of ownership and commitment to service excellence.
• Good command of written and spoken English and Chinese (Cantonese).
• A good team player with a positive attitude and willingness to support continuous improvement.
• Candidates with more extensive experience and demonstrated leadership capabilities may be considered for the Assistant Manager position.

Location: Wan Chai District, Hong Kong

Awards & Recognition

"Institute of Financial Planners of Hong Kong (IFPHK)"

"Corporate Financial Education Leadership - Gold Award 2021"

"IFA OF THE YEAR 2016-2021"

"The Hong Kong Council of Social Service"

"Caring Company Award 2005-2021"

"MEDIAZONE GROUP"

"The Hong Kong Polytechnic University"

"Honorary Life Member"

"INTERNATIONAL ADVISER"

"BEST PRACTICE ADVISER AWARDS 2019"

"Best Adviser Firm by Region Award"

"INTERNATIONAL ADVISER"

"BEST PRACTICE ADVISER AWARDS 2018"

"Excellence in Client Service Award"