Pension Manager Client Relations

Key Responsibilities

• Ensure efficient, proactive and quality service to existing HK MPF & ORSO clients by the team. Be responsible for overall satisfaction level of clients;

• Identify opportunities to streamline existing procedures/ operation platform for uptake and on-going servicing of clients and communications with other teams/departments;

• Initiate, prepare and continuously review/maintain marketing materials, presentations, reports and member education materials for clients;

• Hold performance reviews with clients independently and address their concerns;

• Conduct member briefing sessions;

• Liaise with trustee and administrator pertaining to initial set up of new schemes and changes to existing schemes;

• Assist sales team in preparation of Respond to Requests for Proposal (RFP) for all institutional products offered by the company to clients in the region;

• Maintain excellent relationship with consultants;

• Work closely with the Head to initiate, lead, and participate in regular CR projects (annual road show, employer luncheon, member pension forum, employer/employee survey and bowling event; bi-annual webcast; quarterly newsletter and employer seminar);

• Responsible for ad hoc projects as assigned and be responsible for the overall quality and satisfaction of the project;

• Maintain a harmonious and upbeat team spirit;

• Coach and develop junior staff to ensure that there is a pool of expertise available;

• Make decisions aligned with the company's mission, strategy and benefits.

Basic Qualifications

• University degree specializing in Economics, Business or Finance;

• Solid 7+ years (4 years for Assistant Manager) Pension Client Relations working experience within the financial services industry, preferably in marketing/asset management sector. Experience in the trustee company and MPF/ORSO industry could be an advantage;

• Processes of good understanding of institutional asset management industry, regulation and needs of institutional clients;

• Fluency in written and oral communication in English and Cantonese.

License Requirement

• SFC License for RA 1 (Dealing in Securities);

• MPF Intermediaries;

• Chartered Financial Analyst or Chartered Accountant is a distinct advantage.