Pension Client Strategy AVP

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

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.