Principal Hong Kong
Principal Hong Kong
Careers

 
Account Manager, Pension Sales & Distribution
Officer / Senior Officer, Pension Operations
Assistant Officer, Fund Accounting & Valuation
Assistant Legal Counsel
Customer Service Officer
Customer Service Officer-Outbound
Customer Service Officer ˇV Walk in Counter
Supervisor, Treasury
Contract Officer, Pension Operations
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
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 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 Legal Counsel
ALC
  • 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 legal advisory and regulatory support for pension and mutual fund products. These include, among other things, drafting, reviewing and making changes to constitutive documents establishing the products as well as to the marketing documents and materials of the products
  • Draft and review various kind of commercial contracts and legal documents
  • 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 companyˇ¦s business. Advise on the appropriate actions need to be taken
  • Provide support to Head of Legal & Compliance as assigned to him/her from time to time. Perform other job related duties and special projects (such as corporate support on regional transactional deal) as required
Requirements:
  • Lawyer qualified in Hong Kong with 1-3 years post qualification experience
  • Experience in 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, application to regulators for authorization of new products, approval of product changes and relevant procedures and filing forms
  • Proficiency in English and Chinese (written and spoken)
  • Effective interpersonal and communication skills and ability to interact with all levels in the company, diligent, pro-active and good working attitude and ethics
  • Adaptable with the ability to work independently and/or work in a team environment, where the need arises
  • Attentive to details and good problem solving skills, self-motivate, well-organized, able to work independently and work under pressure to meet tight deadlines
Customer Service Officer
CSO
  • Taking inbound calls within a call center environment and handle customer inquiries through electronic means
  • Occasion handle of walk-in customers
  • We shall provide training on our in-house pension system and pension products. The role is required to provide service on processing member enrollments, terminations and group changes in accordance with the company procedures, policies and local regulations
  • Maintain accurate records and complete documentation of customer contact center functions
  • Assist in preparing relevant materials in response to client enquiry and requests and provide administrative support to other team within the departments in a professional manner
  • Perform other job related duties and special projects as required
Requirements:
  • Exceptional customer service and listening skills
  • Excellent interpersonal, written and verbal communication skills
  • Good organizational skills and the ability to work effectively as part of a team in a busy customer driven environment
  • Strong analytical abilities to research, extract, summarize, and communicate complex or diverse information preferred
  • Attention to detail; data entry accuracy
  • Demonstrate best in class telephone etiquette
  • Requires knowledge of company products and customer service activity
  • Associate Degree or University graduate or equivalent
  • Experience in handling enquiries for banking/financial services/MPF and ORSO schemes is preferred
  • Experienced candidates will be considered for a senior/supervisor position
  • Good command of spoken & written English and Chinese, Mandarin is a plus
  • Proficient in MS Word, Excel and Powerpoint
  • The role may be required on shift duty
Customer Service Officer-Outbound
CSO-OB
  • Conducting outbound calls within a call center environment
  • We shall provide training on our in-house pension system and pension products. The role is required to provide service on processing member enrollments, terminations and group changes in accordance with the company procedures, policies and local regulations
  • Maintain accurate records and complete documentation of customer contact center functions
  • Assist in preparing relevant materials in response to client enquiry and requests and provide administrative support to other team within the departments in a professional manner
  • Perform other job related duties and special projects as required
Requirements:
  • Exceptional customer service and listening skills
  • Excellent interpersonal, written and verbal communication skills
  • Good organizational skills and the ability to work effectively as part of a team in a busy customer driven environment
  • Attention to detail; data entry accuracy
  • Demonstrate best in class telephone etiquette
  • Requires knowledge of company products and customer service activity
  • Associate Degree or University graduate or equivalent
  • Experience in handling enquiries for banking/financial services/MPF and ORSO schemes is preferred
  • Experienced candidates will be considered for a more senior position
  • Good command of spoken & written English and Chinese, Mandarin is a plus
  • Proficient in MS Word, Excel and Powerpoint
  • The role may be required on shift duty
Customer Service Officer ˇV Walk in Counter
CSO-WI
  • Handle of walk-in customers
  • Maintain accurate records and complete documentation
  • Provide other support service. E.g. handle emails inquires
  • We shall provide training on our in-house pension system and pension products. The role is required to provide service on processing member enrollments, terminations and group changes in accordance with the company procedures, policies and local regulations
  • Assist in preparing relevant materials in response to client enquiry and requests and provide administrative support to other team within the departments in a professional manner
Requirements:
  • Exceptional customer service and listening skills
  • Excellent interpersonal, written and verbal communication skills
  • Good organizational skills and the ability to work effectively as part of a team in a busy customer driven environment
  • Strong analytical abilities to research, extract, summarize, and communicate complex or diverse information preferred
  • Attention to detail; data entry accuracy
  • Requires knowledge of company products and customer service activity
  • Associate Degree or University graduate or equivalent
  • Experience in handling enquiries for banking/financial services/MPF and ORSO schemes is preferred
  • Experienced candidates will be considered for a more senior position
  • Good command of spoken & written English and Chinese, Mandarin is a plus
  • Proficient in MS Word, Excel and Powerpoint
  • The role may be required on shift duty
Supervisor, Treasury
ST
  • Supervise 3 subordinates and support the manager in managing daily operations, control, compliance and UAT projects
  • Handle collection of contributions and settlement of redemption payments for pension / unit trust products
  • Liaise and follow up with Pension & Fund Operations and banks / on receivables / payables related issues
  • Perform cashflow and bank statements reconciliation on daily and monthly basis
  • Perform other job related duties and ad hoc projects as required
Requirements:
  • Post-Secondary graduate or above with at least 4 years relevant working experience in which 1-2 years in supervisory role
  • Strong PC skills including MS Excel
  • Experience in accounts receivable and payable in financial sector is preferred
  • Familiar with internet banking systems is an advantage
  • Attention to details, analytical and problem solving capabilities
  • Willing to work under pressure and tight deadlines
  • Good command of spoken and written English and Chinese
Contract Officer, Pension Operations
PO Contract
  • 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
  • 1 year 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 will be considered as Assistant Officer
  • Fresh graduates will also be considered
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.