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Automate Wealth Management Limited (AWM) has focused on automobile insurance since its inception, providing car owners with suitable insurance options. To support the company's business development, we are now recruiting new members to provide even better services to our customers

Job vacancies

Customer Service Officer

Job Description: Main Responsibilities

  • Answering and responding to general customer inquiries via phone, WhatsApp, and email

  • Follow up on customers' car insurance inquiries and provide them with quotes

  • General clerical work, such as computerized invoicing and database management

Job Requirements

  • Secondary school graduation or above (those with insurance intermediary qualifications (Volume 1 and Volume 2 preferred))

  • At least one year of customer service experience

  • Good communication skills and English/Chinese

  • Proficient in computer operation (MS Word, Excel)

  • Chinese and English input methods (Quick Cangjie)

  • Detail-oriented, able to work independently, and responsible

  • In-service training

Staff Benefits and welfare

  • Negotiable

Business Development Officer

What we do:
To provide financial solution to existing clients, including but not limit to

  • Risk Management

  • Retirement Planning

  • Asset Allocation

  • Estate Planning

  • Corporate Planning

Job Description: Main Responsibilities

  • Provide all-rounded financial solutions and services to existing clients

  • Establish effective working relationship with internal teams on service delivery management for clients

  • Maintain good relationship with clients

  • Provide after-sales and financial consulting services

Job Requirements

  • Passionate in private client service sector

  • Target-oriented, self-motivated, willing to accept challenges and results driven

  • Effective communication and interpersonal skills

  • Attention to details, with superior organizational skills and ability to prioritize tasks

  • Experience in financial / motor industry will be an advantage

  • Fresh graduates / IANG / Slasher is welcome

  • Valid insurance license holder of IIQE Paper 1, 2 & 3 preferred

Staff Benefits and welfare

  • Attractive incentive

  • On-the-job training

  • Promising career ladder

Interested applicants should send their resumes to [email protected]

The information provided by applicants will be kept confidential and used only for recruitment purposes