Bank Consortium Trust Company Limited

Manager/ Assistant Manager (Middle Sales) – Business Development (Sales / Business Development, Supervisory) (BB-4D198)

Found in: Neuvoo HK

Key Responsibilities
  • Develop segmentation strategy by using non-face-to-face means to establish and deepen relationships with the agents
  • Handle agency and clients’ enquiries and complaints as raised from hotline, WhatsApp and email, and acquire a good understanding of client’s needs with a view to enhancing the product and operational capabilities for the group of companies
  • Follow up the outstanding document and information with clients/ agents
  • Conduct and redesign various corporate trainings, including licensing training, product training, sales workshop and CPD training for channel partners
  • Serve selected clients for their pension schemes in compliance with the service standards with a view of reducing scheme transfer-out at minimal level
  • Help build up and maintain a professional corporate image and reputation of group of companies in its servicing capabilities and culture
  • Assist to co-ordinate and participate in all kinds of events and seminars
  • Comply with regulatory and licensing requirements, internal policies and guidelines
  • Requirements
  • Diploma or above, preferably university graduate in business discipline
  • Minimum 4-5 years’ relevant work experience in client services areas within pension/financial industry, with at least 1-2 years working experience at supervisory level.
  • Maintain Investment Representative License/or having passed the related examination as approved by SFC from time to time
  • Good understanding of MPF & ORSO an added advantage
  • Strong initiative with good customer service orientation
  • Strong in MS office (Excel, Word and PowerPoint)
  • Good command of spoken and written English and Chinese
  • Job Category: Sales / Business Development Job Level: Supervisory

    calendar_today4 days ago


    info Full-time

    location_on Hong Kong

    work Bank Consortium Trust Company Limited

    I expressly authorise the Terms and Conditions

    Similar jobs