Manager / Assistant Vice President – Employer Solution

BCT Financial Limited; Hong Kong; On-site; HKD 900,000 - 1,800,000; Full time

Job summary

BCT Financial Limited in Hong Kong seeks an experienced client service professional to manage designated pension scheme clients, ensuring service standards and a consultative approach.

You will gather feedback, drive improvements, maintain client engagement through visits, calls and emails, and support eMPF operations. The role requires a bachelor's in finance/business, 8+ years in financial services, MPF exam and HKSI licensing.

Qualifications

• Bachelor’s degree in Finance, Business or related discipline.
• Minimum 8 years of relevant experience in the financial industry.
• Pass in the MPF Examination.
• Holder of relevant SFC license or HKSI licensing (Paper 1,7,8 or equivalent).
• Good understanding of MPF & ORSO, MS Office proficiency, English and Chinese (Putonghua a plus).

Responsibilities

• Serve assigned clients and manage their pension schemes per service standards.
• Support and facilitate client needs related to eMPF operational processes.
• Maintain regular client engagement via visits, calls and emails; resolve daily issues.
• Implement client service strategies aligned with standards and protocols.
• Maintain strong relationships with channel partners for servicing accounts.

Skills

Client management

Bilingual English/Chinese

Regulatory knowledge

Education

Bachelor’s degree in Finance/Business

Tools

MS Office

Job description

This role is to manage and serve designated clients for pension schemes through defined service standards and a consultative service model. Gather and communicate client feedback to drive continuous improvement of products and service capabilities, to achieve client retention.

Key Responsibilities:

• Serve assigned clients in managing their pension schemes in accordance with service standards
• Support and facilitate client needs related to eMPF operational processes
• Maintain regular client engagement through visits, calls, and emails and handle and resolve daily client operational issues
• Implement client service strategies aligned with company service standards and deliver services in compliance with established service protocols
• Maintain strong working relationships with channel partners for servicing assigned client accounts and support client engagement activities
• Assist clients in reviewing retirement and investment portfolios and implement client retention initiatives and report client feedback to senior management
• Take up tasks and projects assigned from time to time

Requirements:

• Bachelor’s degree holder in Finance, Business or related discipline
• Minimum 8 years of relevant work experience in the financial industry
• Pass in the Mandatory Provident Fund (MPF) Examination
• Holder of relevant SFC license or pass in the Hong Kong Securities Institute Licensing Examination (HKSI Paper 1, 7, 8 or equivalent)
• Good understanding of Mandatory Provident Fund (MPF) & Occupational Retirement Schemes Ordinance (ORSO)
• Proficiency in MS Office including MS Word, Excel and PowerPoint
• Good command of written and spoken English and Chinese, fluency in Putonghua is an advantage

For more information about BCT, please visitwww.bcthk.com

(Personal data collected will be used for recruitment purpose only and will be kept strictly confidential)

BCT Group (BCT Financial Limited and Bank Consortium Trust Company Limited) is a leading Hong Kong provider of pension solutions and asset servicing for global investment funds. Our purpose is to create long-term value for our people, our customers and our society empowered through agility, technology and partnerships. We deliver our purpose-led strategy with our values at heart:

"b" - for "bringing value" with innovation and insight

"c" - for building “connectivity” with customers through collaboration

”t" - for being a “trusted” partner of our stakeholders

BCT Group (BCT Financial Limited and Bank Consortium Trust Company Limited) is a leading Hong Kong provider of pension solutions and asset servicing for global investment funds. Our purpose is to create long-term value for our people, our customers and our society empowered through agility, technology and partnerships. We deliver our purpose-led strategy with our values at heart:

"b" - for "bringing value" with innovation and insight

"c" - for building “connectivity” with customers through collaboration

”t" - for being a “trusted” partner of our stakeholders