Key Responsibilities:

• Develop business with designated channel partners (mainly banks and large brokers / consultants) and prospects referred in establishing and operating their employee retirement schemes
• Assist to formulate and implement marketing plan for the corporation
• Serve clients for their pension schemes in compliance with the service standards
• Apply knowledge of the products, operations (including operating systems) and its related systems to servicing channel partners and customers
• Provide all-round services to channel partners and clients in establishing and operating their employee retirement schemes and handle their enquiries and complaints
• 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
• Work closely with other departments in the planning and delivery of services
• Recommend improvement of operational procedures for enhancing efficiency

Requirements:

• Bachelor’s degree holder in Finance, Business or related discipline
• Minimum 12 years of relevant work experience in marketing or client services background in the financial industry
• Pass in the Mandatory Provident Fund (MPF) Examination
• Holder of relevant Securities and Futures Commission (SFC) license or pass in the Hong Kong Securities Institute Licensing Examination (HKSI Paper 1, 7, 8 or equivalent)
• Good understanding of 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

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