MPF Consultant
5 days ago
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 clients and the community we serve. About the role As an MPF Consultant at Sun Life Hong Kong Limited, you will be responsible for providing professional advice and support to clients on Mandatory Provident Fund (MPF) schemes. This full-time position is based in Hung Hom, Kowloon City District, and offers the opportunity to play a key role in helping clients achieve their financial goals through effective MPF planning and management. What you'll be doing Conducting in-depth client needs assessments to understand their financial objectives and MPF requirements Providing expert guidance and recommendations on MPF scheme selection, contribution strategies, and investment options Assisting clients with the setup and ongoing management of their MPF accounts, including fund transfers, contribution adjustments, and withdrawal procedures Staying up-to-date with the latest MPF regulations, market trends, and product developments to ensure clients receive the most accurate and relevant advice Collaborating with the internal team to develop and implement effective client engagement and retention strategies What we're looking for Welcome no experience in the financial services industry, with a strong interest in MPF or retirement planning Proven track record of building and maintaining successful client relationships Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and simple manner Strong problem‑solving and analytical skills, with the ability to provide tailored solutions to meet clients' needs Proficient in the use of relevant MPF software and customer relationship management tools What we offer Competitive salary and performance‑based bonuses Opportunities for professional development and career growth Supportive and collaborative work environment Work‑life balance initiatives, such as flexible work arrangements and wellness programs Working Location Whampoa About the company Sun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate clients. The organization operates in numerous markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of March 31, 2018, the company had total assets under management (AUM) of CDN$979 billion. Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF. Application questions Which of the following statements best describes your right to work in Hong Kong? What's your expected monthly basic salary? How many years’ experience do you have as a Mandatory Provident Fund Consultant? Apply now for this exciting opportunity to join our team and be a part of our continued success. #J-18808-Ljbffr
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MPF Consultants
3 days ago
hong kong, Hong Kong SAR China Additional Portfolio Management Limited Full timeAbout 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...
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Corporate Account Manager MPF Consultants
5 days ago
hong kong, Hong Kong SAR China Additional Portfolio Management Limited Full timeAbout 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...
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MPF Consultant: Retirement Savings Advisor
5 days ago
hong kong, Hong Kong SAR China Additional Portfolio Management Limited Full timeA 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...
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MPF Sales
5 days ago
Hong Kong Island, Hong Kong SAR China Conners Consulting Limited Full timeA 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...
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Head of MPF Sales
5 days ago
Hong Kong Island, Hong Kong SAR China Conners Consulting Limited Full timeA leading MPF trustee in Hong Kong is seeking a Team Head for MPF Sales and Business Development. The ideal candidate will lead a sales team to explore new business opportunities and provide expert consultation services. Required qualifications include a university degree and 8-10 years of experience in MPF business development, coupled with excellent...
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Corporate Business Management Trainee
5 days ago
hong kong, Hong Kong SAR China EC-MPF Financial Services Company Full timeCorporate 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...
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MPF Advisor: Retirement
5 days ago
hong kong, Hong Kong SAR China Sun Life Hong Kong Limited Full timeA 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....
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Hong Kong Island, Hong Kong SAR China Conners Consulting Limited Full timeOur 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...
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MPF Member Sales/AM, Fund Accounting
5 days ago
Hong Kong Island, Hong Kong SAR China Conners Consulting Limited Full timeMPF 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 &...
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MPF Product Strategy Manager
5 days ago
Hong Kong Island, Hong Kong SAR China Conners Consulting Limited Full timeA reputable consulting firm in Hong Kong is seeking an experienced Investment Product Proposition Manager. The successful candidate will lead the development of MPF products, collaborate with asset managers, and design innovative advisory tools. Ideal candidates should possess a bachelor’s degree and 5-8 years of relevant experience in project management...
