Key Responsibilities

• Assist to formulate and implement retention plan for the corporation
• Provide all-round services to channel partners and clients in establishing and operating their employee retirement schemes and handle their enquiries and complaints
• Serve clients for their pension schemes in compliance with the service standards with a view to reducing scheme transfer-out to a minimal level.  Help build up and maintain a fine corporate image and reputation of the Company in its servicing capabilities and culture
• Apply knowledge of the products, operations (including operating systems) and its related systems to servicing channel partners and clients
• Provide retirement planning and investment planning services to clients and assist them to review retirement portfolio and investment portfolio in the light of updated information
• Provide support to clients on the HR system
• Assist Team Head to train team members on the Company’s products, operations (including operating systems), internal control procedures and compliance requirements of the department
• Motivate the team members in achieving the goal set by the Company
• Work closely with other departments in the planning and delivery of services and recommend improvement of operational procedures for enhancing efficiency

Requirements

• Bachelor’s degree holder in Finance / Business or related discipline
• Minimum 8 years of relevant work experience, with at least 5 years in marketing or client services background in the financial industry
• Holder of relevant SFC license or pass in the Hong Kong Securities Institute Licensing Examination (HKSI Paper 1, 7, 8 or equivalent)
• Pass in the Mandatory Provident Fund (MPF) Examination
• Good understanding of Mandatory Provident Fund (MPF) & Occupational Retirement Schemes Ordinance (ORSO)
• Proficient in MS Office including MS Word, Excel and PowerPoint
• Good command of written and spoken English and Chinese, fluency in Putonghua is an advantage