Pension Fund Specialist

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China BCT Group - BCT Financial Ltd & Bank Consortium Trust Co Ltd Full time

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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