Money Concepts (Asia) Holdings Ltd 香港招聘

Money Concepts is a global financial institution with rich history in the independent wealth management business of more than 35 years.

Money Concepts (Asia) is part of the worldwide network of Financial Planning Centers under Money Concepts, keyed to individual, family and business financial planning

Secretary / 秘書 (Salary: HK$15,000 - $18,000 Per Month)

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  • Provide administrative / secretarial support

  • Update company policies as required

  • Assist in arranging company functions

  • Prepare client meeting report and documents follow up Database management

  • Provide Customer services and assist the President

  • 提供秘書工作,更新公司政策,準備客戶會議文件及報告,提供客戶服務及協助會長處理日常事務,資料庫管理

Customer Service Officer / 客戶服務員 (Salary: HK$12,000 - $18,000 Per Month)

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  • Provide quality client support service to Financial Consultants

  • Prepare proposals

  • Follow up clients' enquires

  • Prepare meeting report and arrange meeting schedules

  • Build up good relationship with clients

  • Some promotion duties may be required

  • 提供客戶支援,準備會議計劃書及報告,跟進客戶查詢及建立良好關係, 公司宣傳工作

Marketing Officer / 業務發展員 (Salary: HK$12,000 - $18,000 Per Month)

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  • Handle external and public relations

  • Prepare marketing materials and proposals

  • Prepare articels

  • Press releases, communication materials

  • Organize promotion and events

  • Assist in market research

  • Participate in ad hoc projects

  • 處理公關事務,組織宣傳及活動, 準備新聞稿及傳媒材料, 進行市場研究


  • Handle daily accounting functions

  • Prepare management accounts in Hong Kong

  • Assist in liaison with external auditor and tax filing

  • Handle other ad hoc assignments as required

Part Time Clerk / 臨時文員 (Salary: HK$40 - $60 Per Hour)

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  • Reception duties, handle incoming calls.

  • Filing, photocopying, order materials and supplies.

  • Provide administrative / secretarial support, handle general clerical duties

  • Provide customer services, assist the President

  • 負責接待,文書處理及提供日常行政支援

Work Location :  Hong Kong-HK Island