Develop business with designated channel partners and prospects referred in establishing and operating their employee retirement scheme
Service selected clients for their pension schemes in compliance with the service standards with a view of reducing scheme transfer-out at minimal level
Handle enquiries and complaints from channel partners and clients and acquire a good understanding of client’s needs
Provide retirement planning and investment planning services to clients, including provision of advice and distribution of offering documents / marketing materials on funds
Assist clients to review retirement portfolio and investment portfolio in light of updated information
Assist in developing business strategy and implementing business plan and relevant business development activities
Support business development functions including project management and product promotion
University graduate major in Finance / Business or a related discipline
Minimum 4 years’ relevant work experience in client services areas within financial institutions
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
Remuneration will be commensurate with qualification and experience. Please send your application with detailed resume indicating both present and expected salary and date of availability to the Human Resources Department, 18/F Cosco Tower, 183 Queen’s Road Central, Hong Kong, or click Apply Now or fax to 23143984.
(Personal data collected will be used for recruitment purpose only and will be kept strictly confidential)
BCT Group (“BCT") comprises Bank Consortium Trust Company Limited (“BCTC") and BCT Financial Limited (“BCTF"), which are wholly owned subsidiaries of Bank Consortium Holding Limited. BCT is a major MPF product provider and one of the largest trust companies in Hong Kong focusing on the provision of pension (including MPF & ORSO) products and asset servicing solutions for pensions and investment funds.
BCTC provides top-tier pension and fund services including trusteeship and administration services for MPF/ORSO and international pension plans as well as global investment funds, QFII and RMB funds. BCTF acts as a sponsor and distributor of pension products whilst providing premier customer services, investment planning and retirement planning services as well as investor education.