Senior Manager, Retirement Services & MPF/ORSO Growth

BOCI-Prudential Asset Management Ltd; Hong Kong Island; On-site; HKD 500,000 - 820,000; Full time

Benefits offered by this job

Competitive remuneration package

Comprehensive fringe benefits

Job summary

BOCI-Prudential Asset Management Ltd invites applications for a Manager/Senior Manager, Retirement Services (Business Development, MPF and ORSO). Lead sales strategy and marketing plans to drive MPF/ORSO distribution across channels and coordinate BD activities and events.

Requirements include a Bachelor’s degree in Business, Finance or Marketing and a minimum of 3 years in sales or business development within banks or financial services.

Qualifications

• Bachelor’s degree in Business, Finance, Marketing or related discipline.
• Minimum 3 years of relevant sales or business development experience in banks or financial services institutions.
• In-depth knowledge of MPF and ORSO regulations and market practices.
• Proven track record in achieving sales targets and developing distribution channels.
• SFC Type 4 and MPF licenses required; CFP or related certifications preferred.
• Proficient in English and Chinese (Cantonese and Mandarin).

Responsibilities

• Develop and execute sales strategies and marketing plan to drive retirement products (MPF and ORSO) distribution through various channels.
• Coordinate business development activities and marketing events for retirement products (MPF and ORSO) for attainment of sales goals and profitability.
• Conduct market analysis and prepare market information and statistical reports to identify trends, opportunities and competitive insights.
• Deliver high-quality pre- and post-sales support to distributors and clients, ensuring excellent service and long-term satisfaction.
• Provide regular sales performance reports and feedback to senior management.
• Arrange training sessions for distributors to deepen product expertise and enhance customer engagement.

Skills

Sales strategy

Channel development

Communication skills

Bilingual (English/Chinese)

Education

Bachelor’s degree in Business/Finance/Marketing

Tools

Microsoft Office

Job description

BOCI-Prudential Asset Management Ltd invites applications for a Manager/Senior Manager, Retirement Services (Business Development, MPF and ORSO). Lead sales strategy and marketing plans to drive MPF/ORSO distribution across channels and coordinate BD activities and events.

Requirements include a Bachelor’s degree in Business, Finance or Marketing and a minimum of 3 years in sales or business development within banks or financial services.