Job ref no.: IFA0318
Principal Trust Company (Asia) Limited

Assistant Manager, Pension Sales & Distribution

Principal Trust Company (Asia) Limited

  • 5-day week
  • 13-month pay
  • Dental plan
  • Discretionary bonus
  • Insurance plan
  • Medical plan

Role Description:

  • Solicit new business of MPF and/or ORSO Retirement Plan through distribution channels and achieve the company’s sales target;
  • Further expand the broker and IFA distribution channel and network and increase the number of productive brokers/IFA agents;
  • Pay frequent visits/contacts and provide quality service to enhance relationship with assigned distributors
  • Work collaboratively with the Sales Support, Pension Operations and Relations Management Teams to ensure a smooth take-on of new pension clients;
  • Assist to coordinate and participate in all kinds of sales & marketing activities such as seminars, conferences and promotional events;
  • Provide assistance in the post-sales administrative, enrollment and customer service support;
  • Comply with regulatory and licensing requirements, internal policies and guidelines;
  • Perform other job related duties and special projects as required.


  • University graduate or equivalent;
  • At least 3-4 years of relevant experience in selling pensions or investment related products;
  • Good knowledge on broker and IFA market;
  • Licensed holder of MPFA & SFC is a MUST;
  • Outgoing personality with strong selling and presentation skills;
  • Mature, proactive and able to work independently;
  • Excellent interpersonal and communication skills;
  • Good spoken and written English and Chinese.

Please apply in confidence with full resume, current and expected salary, date of availability and quoting reference no. IFA0318 in the subject line and email to [our mailbox through CTgoodjobs Apply Now ]

We are an equal opportunity employer and welcome applications from all qualified candidates. All information received will be kept in strict confidentiality and for recruitment purpose only.

Only shortlisted candidates will be notified. 

More job information
Job ref no. IFA0318 (CT3113943-01#0102)
  • N/A
Job Function
  • Kwun Tong
Employment Term
  • Permanent
  • Full-time
  • 3 years - 5 years
Career Level
  • Middle management level
  • Degree