Manager, Client Relations (Pensions)

Hong Kong, Hong Kong
Market Competitive
Jul 29, 2022
Aug 16, 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Key Responsibilities / Duties :
  • 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
  • Manage Investor Service team to maintain good quality client services to members and direct clients.

Work Experience / Knowledge :
  • At least 8 to 10 years prior working experience in the financial services industry, preferably in marketing/asset management sector. Experience in the trustee company and MPF/ORSO industry could be an advantage

Skills / Other Personal Attributes Required :
  • An in-depth understanding of investment funds and its operations
  • Team management skills
  • Basic compliance knowledge
  • Project management skills
  • Excellent interpersonal and communication skills
  • Strong team player, self-motivated, good and positive working attitude, and is able to work under pressure (i.e. working well on both individual and team bases)
  • Lead by example by demonstrating a sense of optimism, ownership and commitment.
  • Excellent organizing and coordinating skills
  • Excellent organizing and coordinating skills Strong attention to detail
  • Demonstrated numeracy and analytical skills
  • Customer-oriented
  • Meticulous and good team player
  • High integrity

Formal Education : (minimum requirement to perform job duties)
  • University degree specializing in Economics, Business or Finance

License/Registration/Certification :
  • SFC License for RA 1 (Dealing in Securities), MPF Intermediaries
  • Chartered Financial Analyst or Chartered Accountant is a distinct advantage
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