As a key member of Client Relations, the candidate is expected to work closely with the team to provide efficient, proactive and quality services to HK MPF & ORSO clients. Excellent client service will help the company to: - Strengthen bonds with existing clients to increase the chance of securing additional businesses from clients; - Deter termination in case of disappointing investment performance; - Attract new prospects referred directly or indirectly by clients.
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.
Work Experience / Knowledge: 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;
Skills / Other Personal Attributes Required: Fluency in written and oral communication in English and Cantonese. Strong team player with high integrity, self-motivated, committed and positive working attitude; Excellent interpersonal and communication skills, with ability to cooperate in a team environment and work under pressure (individual and team bases) and tight timeline; Analytical and organizational skills to determine the needs of the client and drive feasible solutions; Professional and presentable with ability to host client review meetings face to face; Great attention to details with ability to prioritize, multi-task and project manage; Demonstrate strong numbers aptitude; Proficiency with Microsoft Office (Word, Excel, and PowerPoint).
Formal Education: (minimum requirement to perform job duties) University degree specializing in Economics, Business or Finance;
License/Registration/Certification: (minimum requirement to perform job duties) SFC License for RA 1 (Dealing in Securities); MPF Intermediaries; Chartered Financial Analyst or Chartered Accountant is a distinct advantage.
Invesco is an Equal Opportunity Employer. Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for up to 2 years for future recruitment purposes. When there are vacancies in our subsidiary or associate companies during that period, we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance, job applicants have a right to request access to, and to request correction of, Personal Data in relation to the application. If job applicants wish to exercise these rights, they should contact the Human Resources department.