Pension Fund Manager

3 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
We are seeking an experienced professional to join our team as Assistant Vice President - Business Development (Employer Solution Team).

This role requires strong business acumen, excellent communication skills, and the ability to work effectively in a fast-paced environment.

As a key member of our team, you will be responsible for formulating and implementing retention plans for the corporation.

You will work closely with other departments to deliver high-quality services to our clients, ensuring that their needs are met promptly and efficiently.

Key responsibilities include:

  • Formulating and implementing retention plans for the corporation.
  • Providing all-round services to channel partners and clients in establishing and operating their employee retirement schemes and handling their enquiries and complaints.
  • Servicing clients for their pension schemes in compliance with service standards to reduce scheme transfer-out to a minimal level.
  • Applying knowledge of the products, operations (including operating systems) and related systems to servicing channel partners and clients.
  • Providing retirement planning and investment planning services to clients and assisting them to review retirement portfolio and investment portfolio in the light of updated information.
  • Providing support to clients on the HR system.
  • Assisting Team Head to train team members on the Company's products, operations (including operating systems), internal control procedures and compliance requirements of the department.
  • Motivating team members in achieving the goal set by the Company.
  • Working closely with other departments in the planning and delivery of services and recommending improvement of operational procedures for enhancing efficiency.

To succeed in this role, you will need:

  • Bachelor's degree holder in Finance / Business or related discipline.
  • Minimum 8 years of relevant work experience, with at least 5 years in marketing or client services background in the financial industry.
  • Holder of relevant SFC license or pass in the Hong Kong Securities Institute Licensing Examination (HKSI Paper 1, 7, 8 or equivalent).
  • Pass in the Mandatory Provident Fund (MPF) Examination.
  • Good understanding of Mandatory Provident Fund (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.

Please submit your application, including your resume and cover letter, to [insert contact information]. We look forward to hearing from you.

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