Pension Manager Client Relations

Asset Management
Hong Kong
Posted 1 year ago

On behalf of a leading international investment management firm holding assets on behalf of clients amounting to USD 1.2 trillion, we are seeking a strong relationship manager.

As a key member of the relationship team, the successful candidate Primary to work closely with the team to provide efficient, proactive and quality services to HK MPF & ORSO clients.

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.

Apply Online

A valid email address is required.