Pension Fund Specialist
6 days ago
Job Description:
The role involves developing business with designated channel partners and prospects referred in establishing and operating their employee retirement schemes. The successful candidate will have a strong background in marketing or client services within the financial industry and a good understanding of the Mandatory Provident Fund (MPF) system and the Occupational Retirement Schemes Ordinance (ORSO).
Key Responsibilities:
- Develop business relationships with channel partners and prospects
- Formulate and implement marketing plans for the corporation
- Provide customer service for pension schemes
- Apply product knowledge to servicing channel partners and customers
- Provide all-round services to channel partners and clients
- Handle client enquiries and complaints
- Provide retirement planning and investment planning services to clients
- Work closely with other departments
- Recommend process improvements
Requirements and Qualifications:
- Bachelor's degree in Finance, Business, or related field
- Minimum 12 years of relevant work experience in marketing or client services within the financial industry
- Pass in the Mandatory Provident Fund (MPF) Examination
- 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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