Corporate Account Manager MPF Consultants

3 days ago


hong kong, Hong Kong SAR China Additional Portfolio Management Limited Full time

About the role Here’s an exciting opportunity to join Additional Portfolio Management Limited as an MPF Consultant. In this full‑time position based in Kwun Tong, you’ll be responsible for providing expert guidance and support to our clients on all things related to the Mandatory Provident Fund (MPF) scheme. Your role will be crucial in ensuring our clients maximise their retirement savings and make the most of their MPF benefits. What you’ll be doing Advising clients on the different MPF schemes and funds available to them Assisting clients with MPF account setup, contribution management, and withdrawal procedures Conducting regular reviews of clients' MPF portfolios to ensure they align with their financial goals and risk profiles Educating clients on MPF regulations, tax implications, and investment options Collaborating with the wider team to develop and implement effective MPF marketing and client engagement strategies Staying up-to-date with changes in MPF legislation and industry best practices What we’re looking for Strong knowledge of the MPF scheme, investment products, and relevant regulations Excellent communication and interpersonal skills to build trust with clients Analytical mindset with the ability to understand and explain complex financial concepts What we offer At Additional Portfolio Management Limited, we believe in supporting our employees’ growth and development. You’ll have access to ongoing training and development opportunities to enhance your skills and knowledge. Our competitive benefits package includes a generous pension scheme, comprehensive health insurance, and a range of well‑being initiatives to help you maintain a healthy work‑life balance. Apply now for this exciting opportunity to become an MPF Consultant at Additional Portfolio Management Limited. #J-18808-Ljbffr


  • MPF Consultant

    4 days ago


    hong kong, Hong Kong SAR China Sun Life Hong Kong Limited Full time

    Sun Life Hong Kong Limited is a leading provider of insurance and wealth management solutions in the region. With a strong focus on innovation and customer service, we are committed to helping our clients achieve their financial goals and secure their future. Our team of dedicated professionals is passionate about making a positive impact in the lives of our...

  • MPF Sales

    4 days ago


    Hong Kong Island, Hong Kong SAR China Conners Consulting Limited Full time

    A reputable trustee organization in Hong Kong seeks an experienced MPF Member Sales/AM to provide MPF consultation, manage corporate client portfolios, and lead team members in fund administration tasks. Candidates should possess 3-5 years of experience in MPF business development or fund accounting and have a good understanding of MPF regulations. Strong...

  • MPF Consultants

    2 days ago


    hong kong, Hong Kong SAR China Additional Portfolio Management Limited Full time

    About the role Here’s an exciting opportunity to join Additional Portfolio Management Limited as an MPF Consultant. In this full‑time position based in Kwun Tong, you’ll be responsible for providing expert guidance and support to our clients on all things related to the Mandatory Provident Fund (MPF) scheme. Your role will be crucial in ensuring our...


  • hong kong, Hong Kong SAR China EC-MPF Financial Services Company Full time

    Corporate Business Management Trainee / Graduate Associate EC MPF Financial Services is a comprehensive company which specialises in corporate MPF consulting services. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services in corporate...


  • hong kong, Hong Kong SAR China Additional Portfolio Management Limited Full time

    A financial services firm in Hong Kong is seeking an MPF Consultant to provide expert guidance on the Mandatory Provident Fund. The role involves advising clients on various MPF schemes, assisting with account management, and conducting portfolio reviews. Candidates should possess strong knowledge of the MPF scheme, excellent communication skills, and an...


  • Hong Kong Island, Hong Kong SAR China Conners Consulting Limited Full time

    MPF Member Sales/AM, Fund Accounting (Pension)*** Our client, a reputable trustee in Hong Kong, is looking for a high calibre to join the group. Responsibilities Explore business opportunity and provide professional MPF consultation service. Manage premier corporate clients’ portfolio through client seminar or worksites marketing. Participate to sales &...

  • Consulting Associate

    2 weeks ago


    hong kong, Hong Kong SAR China GUM | Your MPF & EB Expert | Hong Kong Full time

    Consulting Associate (Relationship Management Trainee Program) Join to apply for the Consulting Associate (Relationship Management Trainee Program) role at GUM | Your MPF & EB Expert | Hong Kong About GUM GUM, previously known as Gain Miles, has re-startup our brands as a prestigious boutique consulting firm in the Health and Wealth Industry in 2022. GUM, as...


  • Hong Kong Island, Hong Kong SAR China Conners Consulting Limited Full time

    Our client is a well‑known MPF trustee, is now looking for a high calibre candidate to join their group. Team Head, MPF Sales / Business Development Responsibilities Lead a team of MPF Sales to explore business opportunity and provide professional MPF consultation service Manage premier individual or corporate clients’ portfolio through client seminar or...


  • hong kong, Hong Kong SAR China EC-MPF Financial Services Company Full time

    A leading financial services provider in Hong Kong is seeking a Corporate Business Management Trainee. The role involves developing strong client relationships and delivering professional MPF fund information and services. Candidates must be innovative, hold a bachelor's degree, and be fluent in Cantonese, English, and Mandarin. This position promises a...


  • hong kong, Hong Kong SAR China Sun Life Hong Kong Limited Full time

    A leading financial services provider is seeking an MPF Consultant in Hong Kong. The role involves providing professional advice on Mandatory Provident Fund schemes, conducting client assessments, and assisting with account management. Candidates should possess excellent communication and problem-solving skills, as well as a keen interest in MPF planning....