Vice President

5 days ago


Hong Kong Island, Hong Kong SAR China BCT Group - BCT Financial Ltd & Bank Consortium Trust Co Ltd Full time
Vice President - Business Development (Corporate Solution Team)
  • 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
Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Business Development and Sales

Industries

Pension Funds and Financial Services

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