Associate Director , Trustee Relationship Management, Pensions, Markets & Securities Services

Role Purpose

A Team Leader role to manage a team and handle day to day client management functions for Pensions client including Occupational Retirement Schemes (ORSO), Pooled Retirement Funds Schemes (PRF) and Mandatory Provident Fund Schemes (MPF) clients.

Principal Accountabilities:

• Maintain a good relationship with ORSO and MPF clients
• Communicate and coordinate with clients on regulatory reporting
• Liaise with clients including internal relevant parties e.g., legal, compliance team to resolve clients' requests or enquiries
• Provide support to clients on new products or service launch
• Handle pension projects including project coordination, liaison and execution, projects include eMPF and the migration of ORSO administration function to the outsourcing third party
• Act as a project manager represents from trustee business perspective.

Knowledge & Experience / Qualifications

• University degree holder
• Must have solid pension related experience, including projects experience
• Familiar with ORSO and MPF related Ordinance
• Customer-focused and able to handle multiple tasks
• Able to work under pressure and meet tight deadlines
• Proficient PC skills especially on Powerpoint
• Good interpersonal and communication skills, including excellent written and spoken Chinese and English, and Putonghua is a plus
• Self starter, flexible and a good team player.

Opening up a world of opportunity

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Issued by The Hongkong and Shanghai Banking Corporation Limited.

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