Our client, a well known MPF Trustee in Hong Kong, is looking for a high calibre to join their group.
Responsibilities:
- Develop business by collaborating with designated channel partners and prospects to establish and manage employee retirement schemes
- Ensure excellent service delivery to selected clients, adhering to service standards to minimize scheme transfer-out
- Address enquiries and complaints from channel partners and clients, gaining a thorough understanding of client needs
- Deliver retirement planning and investment services to clients, offering advice and distributing relevant fund documents and marketing materials
- Aid clients in reviewing and adjusting retirement and investment portfolios based on updated information
- Contribute to the development and implementation of business strategies and plans, along with relevant business development activities
- Provide support for business development functions, including project management and promotion of products
Requirements:
- University graduate major in Finance / Business or a related discipline
Minimum 4 years’ relevant work experience in client services areas within financial institutions - Welcome MPF sales in retail banks
- Good knowledge of MPF and ORSO legislations is an advantage
- Good communication and presentation skills
- Good command of spoken and written English, Cantonese and Putonghua
- Be proactive, self-motivated and independent
- Holder of Investment Representative License or has passed the related examination as approved by SFC from time to time
Interested parties please click “Apply Now” or contact Travis Poon at for a confidential discussion.
Only shortlisted candidates will be notified.
Applicants who are not contacted within two weeks may consider their applications unsuccessful.
All data collected will be used for recruitment purpose only & will be used strictly confidential. Conners Consulting Limited
2005 Kai Tak Commercial Building 317 Des Voeux Road Central Hong Kong
Tel:
Website:
Employment Agency Licence No.: 73668
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