Principal Hong Kong
Principal Hong Kong
Careers

 
Customer Service Officer (Trainee)
Analyst Programmer
Supervisor, Fund Accounting & Valuation
Financial Analyst
Account Manager, Pension Sales and Distribution
Senior Manager, Marketing & Corporate Communications
MPF Administrator
Administrator / Senior Administrator, Document Management
Receptionist
Business Analyst
Customer Service Officer (Trainee)
C-CSO(T)
  • Higher Diploma or above, Degree Holder is highly preferable
  • Preferably 1 year of working experience (summer job experience would also be considered)
  • Experience in Call Centre or Hotline is an advantage
  • Good communication and interpersonal skills
  • Considerable knowledge of customer service principles, practices and attitude
  • Proactive, good telephone manner & customer-oriented
  • Holder of MPF intermediary license and SFC license is preferable
  • Senior position may offer to the right candidate
Duties:
  • Establish good customer relationship by offering high quality of service
  • Deliver quality service to meet the productivity benchmark and service standards
  • Update customers profile, call result statistics and necessary information in the format of excel, access or clients system in web base
  • Report customers comments to superior for service improvement or follow up with client
Analyst Programmer
C-AP
  • College or university graduate in Management Information System or Computer Science
  • Development experience in financial industry would be an advantage
  • Working experience in VB.NET, ASP.NET and MS SQL 2000 or above
  • Project experience in 3-tier/Web/Mobile applications development/Crystal Enterprise/Report 10
  • Good analytical and problem solving skills
  • Self-starter, team player and able to work independently
  • Good communication skills including spoken and written English and Chinese
Duties: Assist in development or maintenance of assigned computer programs.
Supervisor, Fund Accounting & Valuation
C-SFA&V (FV)
  • University graduate in Accounting, Finance or related disciplines
  • At least 5 years of relevant experience in fund accounting and valuation with 1 to 2 years at supervisory level
  • Professional qualification such as HKICPA is preferred
  • Strong computer skills including MS Excel and Access
  • Attentive to details, strong organizational and analytical skills
  • Good command of both spoken and written English and Chinese
Duties:
  • Supervise the fund valuation team to ensure timely and accurate valuation of MPF/ORSO funds and unit trusts
  • Ensure timely and accurate completing of all fund operational tasks, including regulatory compliance
  • Participate in system enhancements and user acceptance tests of the valuation system with an aim to improve efficiency and productivity
  • Prepare regular reporting to internal and external parties and ensure the timeliness and accuracy of the reports
Financial Analyst
C-FA
  • Bachelor degree or above in Accounting/Finance
  • 3 years or more experience from asset management or finance industry
  • Experienced with accounting and enterprise software would be advantageous (Hyperion, PeopleSoft etc.)
  • Knowledgeable in valuation and discounted cash flow
  • Proficiency in MS Excel (Advance level), Word & Power Point
  • Fluent English and Mandarin, both written and verbal
  • Excellent interpersonal skills, ability to answer queries from HQ and overseas offices
  • Independent, self-motivated, attention to details, able to meet tight deadlines, solid analytical and problem solving skills
Duties:
  • Report to Regional Director of Finance and take up the full range of finance and accounting responsibility for the region
  • Perform budgeting, forecasting and variance analysis for Asia business units
  • Prepare and reconcile monthly management reports across 7 countries in the APAC market
  • Evaluate profit and loss, monitor sales and objectives to improve business performance
  • Provide assessment analysis on new business investment proposals
  • Conduct research on pension/asset management markets and competitors
Account Manager, Pension Sales and Distribution
C-AMPS&D
  • University graduate preferable. Diploma or Associate Degree holder would also be considered
  • 1 to 2 years of sales or tele-sales experience with MPF or financial products sales experience is an advantage
  • Mature, proactive and able to work independently
  • An outgoing personality with strong selling and presentation skills
  • Excellent interpersonal and communication skills including spoken & written English and Chinese
  • Holder of MPF intermediary license and SFC license is a must
Duties:
  • Solicit new business of MPF and/or ORSO Retirement Plan through distribution channels and achieve the company sales target
  • Further expand the brokers/alliance distribution channel and network and increase the number of productive brokers/agents
  • Enhance relationship with assigned distributors and provision of quality services and pay frequent visits/contacts with assigned distributors
  • Participate in sales & marketing activities including seminars, conferences and promotional events
Senior Manager, Marketing & Corporate Communications
C-SMMCC
  • University graduate in Business Administration, majoring in Marketing or related discipline
  • At least 7-10 years relevant experience, preferably in the financial or investment industry, 3 years of which should be at management level
  • Holder of SFC and MPF licenses preferred
  • Experience in strategic, marketing planning and project management
  • Solid knowledge in financial services, retirement and mutual fund products
  • Strong leadership, presentation, negotiation and problem solving skills
  • Creative, flexible and open-minded
  • Excellent spoken and written communication skills in both English and Chinese. Fluent in Mandarin would be an added advantage
Duties:
  • Formulate and implement marketing, communication and branding strategies in alignment with corporate strategies
  • Plan and organize advertising campaigns, promotional activities, community relations and corporate events
  • Establish and maintain solid relationship with media and PR agencies
  • Develop advertising, public relations, sales promotion and sales training activities to support the sales and distribution channels
  • Develop and coordinate in the preparation of various marketing materials such as brochures, product leaflets, fund fact sheets, newsletter, and presentation materials
  • Conduct market research, surveys & other market analysis
  • Assist in product formulation and development
  • Work with the Sales team to develop and launch product promotion programs
MPF Administrator
C-A1/A2
  • Secondary school graduate or equivalent
  • 1 to 4 years of relevant experience in MPF and/or ORSO schemes administration
  • Self-starter, team player and attentive to details
  • Strong analytical skills and good at PC applications especially Excel, Word and PowerPoint
  • Strong communication and customer service skills
  • Good command of spoken and written English and Chinese
Duties: Handle daily administration of retirement schemes and perform customer service related activities.
Administrator / Senior Administrator, Document Management
C-A/SA (DMT)
  • Secondary school graduate or equivalent
  • 1 to 4 years of experience in managing workflow and document management systems
  • Good analytical skills and proficient in MS Office applications
  • Self-starter, team player and attentive to details
  • Good communication and interpersonal skills
  • Good command of spoken and written English and Chinese
Duties:
  • Handle document scanning, indexing and mailing activities for MPF products
  • Perform quality checking of indexed documents and prepare administration reports
  • Assist in reconciliation of works in relation to Electronic Portability Automation Services System (ePASS)
  • Assist in user acceptance test in relation to document management
Receptionist
C-RC
  • Form 7 or above with commercial training or equivalent required
  • 1 to 2 years of experience in related field
  • Basic knowledge of PCs and word processing with minimum 35-40 wpm typing skills
  • Good organizational, interpersonal and office skills
  • Tactful, courteous and able to maintain confidentiality
  • Excellent telephone manner and customer service attitude
  • Good oral and written communication in both Chinese and English
Duties:
  • Coordinate and maintain the front desk functions include operating the telephone console and voice mail system
  • Receive all company visitors in courteous manner and coordinate all mail services
  • Monitor postage and parcel expenses
  • Maintain appearance of lobby and conference rooms
  • Provide back-up services to entire administrative team in all services including filing, stationery ordering and maintenance for office equipment
Business Analyst
C-BA
  • University graduate in Management Information System, Computer Science or related disciplines
  • At least 2 years of relevant experience in Business Analyst role preferably in financial, retirement or investment funds industry
  • Strong analytical, problem solving, and presentation skills
  • Self-starter, attentive to details and able to work independently
  • Good communication skills including spoken & written English and Chinese, Mandarin is a plus
Duties:
  • Gather user requirements, understand the user and business needs, analyse the requirements and clarify any related issue
  • Formulate and facilitate the path to the quality system solutions for the business operations and prepare solution documents
  • Conduct quality assurance tests on system jobs or new releases
  • Act as liaison between business units and IT
  • Provide production and UAT support
  • Coordinate and handle special projects as requested
Interested parties please apply with full resume and expected salary to Human Resources Department, Principal Trust Company (Asia) Limited, Unit 1001-1003, Central Plaza, 18 Harbour Road, Wanchai, Hong Kong OR email to hr_hk@principal.com.