Principal Hong Kong
Principal Hong Kong

Assistant Officer/ Officer / Senior Officer, Pension Operations
Member Relations Consultant
Customer Service Officer
Supervisor, Fund Accounting and Valuation
Supervisor, Marketing and Corporate Communications
Manager, System and Database Management
Assistant Legal Counsel, Asia
Senior Accountant / Assistant Manager, Accounting
Assistant Officer/ Officer / Senior Officer, Pension Operations
  • 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
  • Secondary school graduate or equivalent
  • 1 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
  • Fresh graduates will also be considered
Member Relations Consultant
  • 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 Company’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
  • 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
Customer Service Officer
  • 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 :
  • 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
Supervisor, Fund Accounting and Valuation
  • Supervise team members to ensure timely and accurate valuation of MPF/ ORSO funds and retail unit trusts; and accounting reconciliation;
  • Ensure timely and accurate completing of all fund operational tasks, including regulatory compliance;
  • Participate in system enhancements and user acceptance tests of the fund operational 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;
  • Perform other job related duties or special projects as required.
Requirements :
  • University graduate in Accounting/ Finance or related subjects
  • At least 5 years of relevant experience in fund accounting and valuation, with 1 to 2 years of supervisory experience
  • Professional qualification such as HKICPA (or similar associations) is preferred
  • Strong computer skills including MS Excel and Access
  • Attentive to details, strong organizational and analytical skills
  • Fluent in both spoken and written English and Chinese
Supervisor, Marketing and Corporate Communications
  • Corporate Communications and Media Relations: prepare and execute corporate communications activities including press releases, media interviews, advertorials, bylined articles, media enquiries and FAQs to enhance the companyˇ¦s brand awareness. Develop and maintain close relationship with key regional and local media through active media pitch and media tracking to further strengthen the branding and positive perception of the company
  • Digital Marketing: assist in preparing system user requirements, performing system enhancement with content management for various digital tools including website, Distribution POS tools and mobile app relating to corporate communications. Assist the team to perform other tasks for meeting business goals and requirement as appropriate. Keep abreast of market development and awareness of marketing digital tools for crisis management and brand management perspectives
  • Corporate Awards & Recognitions: assist in planning and implementing with internal stakeholders and supporting organizations of industry awards and sponsorship programs including pitching documents, event logistics, budgeting and vendor selections etc. Monitor potential and effective sponsorship opportunities and valuable award pitching for the company
  • Marketing Collateral: prepare and produce quality marketing materials including corporate profile, presentation deck and other corporate materials. Assist in preparing market research and related market intelligence report as sales supporting tools
  • University graduate in Communications, Journalism or Marketing
  • 3-5 years of experience in marketing and communications, preferably in MPF, insurance or asset management industry
  • Prior experience with media relations highly desired
  • Excellent command of written and spoken English and Chinese. Mandarin is preferred
  • High proficiency in PC knowledge including MS Office and internet applications
  • Good presentation and communication skills
  • Good interpersonal skills
  • Detail-oriented, independent and self-motivated
Manager, System and Database Management
  • Perform systems (Windows/Storage/AD/VDI) and database administration (MSSQL) to ensure the integrity, availability, security, audit (SOX), problem solving and backup / restore. Cyber-security is required
  • Install, control, upgrade and patch for the system and database systems in production, pilot and test environments align with the corporate standard
  • Monitor, maintain and tune the system stored procedure (TSQL) and the Windows script for the greater reliability and performance
  • Work closely with Application Support / Development teams regarding the technical requirements and feasibility test
  • Prepare and update the system and database procedures and documentation for IT Infrastructure team
  • Prepare the DR plan for the system and database and implement the annual DR drill
  • Able to communicate with the US Headquarters for the meeting at day time or night time
  • Perform other job duties and special projects as required
  • Bachelor degree in Computer Science
  • At least 15 year of systems and database management experience preferably in financial industry
  • Working experience in MS SQL 2005 or above, Windows Server 2008 or above, 3Par storage, AD 2012 and MS Hyper-V 2012 or VMWare ESXi 5 or above
  • Project experience in Windows Server, MS SQL, 3Par, AD migration and VMWare migration
  • ITIL, MCDBA and the related industry certificates are expected
  • Good analytical and problem-solving skills and familiar with the ITIL process
  • Self-starter, team player and able to work independently
  • Good communication skills including spoken & written English and Chinese
Assistant Legal Counsel, Asia
  • Assist the Regional Counsel in managing legal projects (M&A, joint ventures, strategic alliances, etc) through preparation of legal memoranda, agreements, correspondence, reports, forms, answering to requests for information, offering guidance and providing assistance in negotiations and presenting alternative solutions to the company and other member companies
  • Act as a liaison between the head office in the US and member companies in the Asia region, filtering corporate messages, policies and procedures, ensuring, wherever possible, consistency with corporate and standards and fostering a strong compliance culture around the Asia region
  • Perform legal research and analysis of regulations, laws, and statutes in relevant Asian markets and advise as to the possible impact of the same on the company or other member companies
  • Handle company secretarial duties including preparation of board resolution, minutes and agenda for the annual general meeting and meetings of the board of directors of the company and other member companies
  • Handle any litigation, labour law issues, complaints or other disputes as and when required
  • Perform other job related duties and special projects as required
  • A law degree or equivalent and qualified to practice law in a common law jurisdiction, plus at least 3 - 5 years of post-qualification private practice and/or in-house legal experience
  • Thorough knowledge of laws and regulations in the area of financial services in relevant Asian markets
  • Knowledge and experience of working with mutual fund, group and pension products, and other investment related products
  • Excellent legal research capability, project management, organizational, negotiation and analytical skills
  • Effective communication and interpersonal skills in dealing with associates at all levels of seniority
  • Highly adaptable with strong ability to work independently and/or work in a team environment, where the need arises
  • Strong command of spoken & written English and Chinese (Putonghua or Cantonese)
Senior Accountant / Assistant Manager, Accounting
  • Assist in overseeing the daily production and month end close Assist in the development and maintenance of a strong control environment ensuring integrity and accuracy of reports. Support team and monitor quality of work.
  • Ensure internal control procedures are established and followed. Prepare and review journal entries and account analysis. Assist in performing monthly, quarterly and year end close and preparing internal and external financial reports in accordance with HK and US accounting standards in timely and accurately manner.
  • Assist in coordinating annual independent audit including preparing financial statements which are audited. Assist in the preparation of the annual budget and quarterly forecast.
  • Continue to develop and maintain all necessary job skills and perform other job related duties and special projects as required.
  • Bachelor degree in accounting with professional accountancy qualification.
  • At least 4-5 years of financial accounting and audit experience with 2-4 years at supervisory level.
  • Possess knowledge in Hong Kong and US accounting standards.
  • Independent, self-motivated and able to meet tight schedules.
  • Strong analytical, communication and interpersonal skills.
  • Hand-on experience in SUN and PeopleSoft accounting system preferred.
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