Principal Hong Kong
Principal Hong Kong

Assistant Officer/ Officer / Senior Officer, Pension Operations
Member Relations Consultant
Project Manager, PMO
Customer Service Officer
Customer Experience and Service Assurance Manager
Business Analyst, Information Technology
Assistant Accountant, Corporate 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
Project Manager, PMO
  • Manage projects to successful completion, within agreed upon time frames, within quality requirements and budget constraints
  • As a project manager, model leader expectations (driving change, strategy, and results)
  • Promote and support effective project management processes by utilizing the PFG and BU/SCBU project management standards while balancing project expectations
  • Provide effective project management leadership through effective planning, organizing, decision making, communicating and collaborating skills
  • Contribute to and support Project Management Office, Department and BU/SCBU operational initiatives based on approved timelines
  • Provide leadership and guidance from project management perspective in executing on Company strategy
  • Perform other job related duties and special projects as required
Requirements :
  • University education or equivalent in any discipline, PMI/PMP certification is preferred
  • Minimum 5 yearsˇ¦ of project management experience
  • An effective informal leadership style that delivers results, with ability to work with people at all levels and influence others without formal authority
  • Customer centric attitude with effective communication skills and building and maintaining relationships to facilitate collaboration and communication
  • Proactive, able to work independently and under pressure with tight timeline
  • Organize, able to track progress and alert appropriate people on potential issues and concerns
  • Able to thrive in ambiguous situations and manage stakeholder expectations
  • 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
Customer Experience and Service Assurance Manager
  • Assist senior executives in formulating and implementing customer management strategies and data strategies to derive highest value from customers by exploring their retirement needs, aiming to achieve the business targets, improve customer experience and operational effectiveness
  • Conduct service quality assessments to monitor internal service standard Provide training / coaching sessions to ensure compliance with internal guidelines/ regulatory standard and achievement of customer service excellence
  • Deep-dive study and continuous monitoring in all sorts of customers feedbacks, identify opportunities and formulate action plan
  • Keep abreast of customer service market trend and capture voices of customers
  • Participate in other strategic projects as required
Requirements :
  • University graduate, preferably business-related discipline
  • Minimum 4 years of customer servicing experience in pension/banking/financial industry with at least 1 year in the coaching/supervisory role
  • Customer-oriented mindset with passion to challenge the status quo
  • With quality assurance and training experience
  • A team player with well-polished interpersonal skills and influence skills
  • Good command in both verbal and written English and Chinese (incl. Mandarin)
  • Proficient computer skills in MS Office applications with basic data analytic skills
Business Analyst, Information Technology
  • Conduct quality assurance tests on system jobs or new releases
  • Formulate and facilitate the path to the quality system solutions for the business operations and prepare solution documents
  • Gather user requirements, understand the user and business needs, analyse the requirements and clarify any related issue
  • Provide production and UAT support
  • Act as liaison between business units and IT
  • Coordinate and handle special projects as requested
Requirements :
  • 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 or insurance 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
Assistant Accountant, Corporate Accounting
  • Prepare daily journal entries and reconciliation of accounting balances Prepare payment vouchers and arrange settlement Assist in monthly, quarterly and year end close
  • Assist in preparing internal and external financial reports in timely and accurately manner
  • Assist in coordinating annual independent audit including preparing financial statements which are audited Assist in preparing regulatory filing
  • Assist in the development and maintenance of a strong control environment ensuring integrity and accuracy of reports
  • Perform other job related duties and special projects as required
Requirements :
  • University Graduate in accounting with professional accountancy qualification
  • At least 3 years of accounting/audit experience in financial services sector. Candidates with Big Four audit or transaction service experience are highly preferable
  • Independent, self-motivated and able to meet tight schedules
  • Strong analytical, communication (verbal and written) and interpersonal skills
  • Strong management and organizational skills
  • Hand-on experience in PeopleSoft or SUN accounting system is desirable
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