Principal Hong Kong
Principal Hong Kong
Careers

 
Account Manager, Pension Sales & Distribution
Member Relations Consultant, Pension Sales & Distribution
Officer / Senior Officer, Pension Operations
Assistant Legal Counsel
Assistant Officer, Fund Accounting & Valuation
Assistant Officer / Officer, Document Management
Member Relations Consultant (Sales Support)
Account Manager, Pension Sales & Distribution
AM, PSD
  • 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
  • Pay frequent visits/contacts and provide quality service to enhance relationship with assigned distributors
  • Work collaboratively with the Sales Support, Pension Operations and Relations Management Teams to ensure a smooth take-on of new pension clients
  • Assist to coordinate and participate in all kinds of sales & marketing activities such as seminars, conferences and promotional events
  • Provide assistance in the post-sales administrative, enrollment and customer service support
  • Comply with regulatory and licensing requirements, internal policies and guidelines
  • Perform other job related duties and special projects as required
Requirements:
  • University graduate or equivalent
  • At least 2 years of relevant experience in selling pensions or investment related products
  • Licensed holder of MPFA is a MUST
  • Outgoing personality with strong selling and presentation skills
  • Mature, proactive and able to work independently
  • Excellent interpersonal and communication skills
  • Good spoken and written English and Chinese
  • Candidates with more experience will be considered as Senior Account Manager
Member Relations Consultant, Pension Sales & Distribution
MRC, PS&D
  • Assure retention of existing business by performing necessary service on assigned cases
  • Create cross-selling opportunities with existing members
  • Build up and maintain close business relationship with individual MPF participants aiming to help delivering the Companyˇ¦s client retention initiatives
  • Enhance relationship with individual members and provision of quality services
  • Work collaboratively with Marketing, Pension Operations and Relations Management Teams to ensure a smooth take-on of new pension clients
  • Assist to coordinate and participate into all kinds of sales & marketing activities such as seminars, conferences and promotional events
  • Provide assistance in the post-sales administration, enrollment and customer service support
  • Comply with regulatory and licensing requirements, internal policies and guidelines
  • Perform other job related duties and special projects as required
Requirements:
  • Tertiary education or equivalent in any discipline
  • 1 - 2 years of telemarketing or customer service experience in financial industry
  • Knowledge in MPF or pension products is a an advantage
  • Licensed holder of MPFA is a MUST
  • Customer-oriented with excellent interpersonal skills
  • Proactive, able to work independently and under pressure
  • Good command of both spoken and written English and Chinese
Officer / Senior Officer, Pension Operations
O/SO, PensOps
  • Handle daily administration of retirement schemes and perform customer service related activities
  • Process member enrollments, terminations, and group changes in accordance with the approved company procedures, policies and local regulations
  • Maintain accurate records and thorough documentation
  • Perform clerical support such as data input
  • Perform other job related duties or special projects as required
Requirements:
  • Secondary school graduate or equivalent
  • 2 to 3 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
  • Candidates with less or more experience will be considered as Assistant Officer or Senior Officer
Assistant Legal Counsel
ALC, L&C
  • Provide legal advisory and regulatory support for pension and mutual fund products. These include drafting, reviewing and making changes to constitutive documents of the products.
  • Liaise with relevant regulators for authorization of new products and approval of product changes; keep abreast of regulatory updates in the MPF, mutual fund and insurance industries as well as other changes in laws and regulations that might impact the company’s business. Advise on the appropriate actions need to be taken.
  • Draft and review various kind of commercial contracts and legal documents.
  • Handle company secretarial work including preparation of board resolutions, minutes, agenda for board meetings and filing of relevant forms.
  • Arrange and/or attend various internal committees meeting, prepare agenda and minutes.
  • Provide support to Senior Legal Counsel as assigned to him/her from time to time. Perform other job related duties and special projects as required.
Requirements:
  • Lawyer qualified in Hong Kong with 1-3 years post qualification experience.
  • Experience in company secretarial work.
  • Experience in the MPF industry; knowledge of the MPF and SFC regulations and codes is an advantage.
  • Proven experience in drafting.
  • Proficiency in English and Chinese (written and spoken).
  • Effective interpersonal and communication skills.
  • Adaptable with the ability to work independently and/or work in a team environment, where the need arises.
Assistant Officer, Fund Accounting & Valuation
AO,FAV
  • Responsible for fund accounting and other relevant fund operational tasks
  • Perform daily fund valuation and accounting reconciliation
  • Responsible for periodic accounting and regulatory reports preparation
  • Assist in year-end audit
  • Perform other job related duties or special projects as required
Requirements:
  • University graduate in Accounting, Finance or related disciplines
  • Preferably 1 year of working experience
  • Student membership in HKICPA (or similar associations) is preferred
  • Strong computer skills including MS Excel and Access
  • Attentive to details, strong organizational and analytical skills
  • Good command of both spoken & written English & Chinese
Assistant Officer / Officer, Document Management
AO/O_DMC
  • 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
  • Perform other job related duties and projects as required
Requirements:
  • Secondary School graduate or equivalent
  • At least 3-4 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 command of spoken & written Chinese and English
  • Good communication and interpersonal skills
Member Relations Consultant (Sales Support)
MR_SS
  • Build up and maintain close business relationship with individual MPF participants aiming to help delivering the Companyˇ¦s client retention initiatives
  • Enhance relationship with individual members and provision of quality services
  • Work collaboratively with Marketing, Pension Operations and Relations Management Teams to ensure a smooth take-on of new pension clients
  • Assist to coordinate and participate into all kinds of sales & marketing activities such as seminars, conferences and promotional events
  • Provide assistance in the post-sales administration, enrollment and customer service support
  • Comply with regulatory and licensing requirements, internal policies and guidelines
  • Handle account opening documents
  • Check and review the accuracy of client related documentations
  • Provide all-round sales support in Member Relations Team
  • Perform other job related duties and special projects as required
Requirements:
  • Tertiary education or equivalent in any discipline
  • 1 - 2 years of telemarketing or customer service experience in financial industry
  • Knowledge in MPF or pension products is an advantage
  • Licensed holder of MPFA is a MUST
  • Customer-oriented with excellent interpersonal skills
  • Proactive, able to work independently and under pressure
  • Good command of both spoken and written English and Chinese
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.