Management Trainee
Member Relations Consultant
MPF Administrator
Investment Associate
Manager, Relations Management
Manager, Sales Support & Training
Assistant Officer, Fund Accounting & Valuation
Analyst Programmer
Administrative Assistant
Clerk (6 months contract)
Customer Service Officer
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Management Trainee
C-MT
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- University graduate, preferably holder of MBA
- 2 - 4 years experience in financial and management accounting
- Good analytical and problem-solving skills
- Excellent spoken and written English, Mandarin and Chinese
- Presentable, self-motivated with confidence and maturity
- Occasional travel will be required
- Must have Right of Abode in Hong Kong
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Duties: To assist the senior officers in day-to-day business activities. Through job rotation, to acquire expertise in the practices and procedures in various business units in the Asia Pacific Region.
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Member Relations Consultant
C-MRC
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- College graduate preferable
- 2 years of working experience in finance industry
- Licensed holder of MPFA is a must. Applicants who have SFC or IA licenses would have an added advantage
- Proactive, customer service oriented with excellent telephone manner
- Able to handle stress and work independently
- Good command of both spoken and written English, Chinese and Mandarin
- Immediate availability is preferred
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Duties: Maintain close relations with individual clients by making various nature of outbound call for asset retention and acquisition in respect of pension and mutual fund products; create cross-selling opportunities with existing members; participate in member relations, marketing and promotional activities.
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MPF Administrator
C-AA
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- College graduate or equivalent
- 2 -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 and Word
- Strong communication and customer service skills
- Good command of spoken & written English and Chinese
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Duties: Handle daily administration of retirement schemes and perform customer service related activities.
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Investment Associate
C-IA
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- University graduate in Business Administration, Economics, Accounting or Finance
- 1 to 2 years of experience in asset management or investment fields
- Knowledge in investment research and calculation of fund return performance
- Attentive to details, good numerical and analytical skills
- Good command of spoken & written Chinese & English, Mandarin is a plus
- Familiar with Bloomberg & spreadsheet application
- CFA candidate is an advantage
- SFC license holder is an asset
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Duties: Prepare investment reports; calculate fund returns; conduct fund performance analysis; assist in security dealing, FX and hedging; provide assistance to investment managers and conduct investment related research.
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Manager, Relations Management
C-MRM
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- University graduate
- Minimum 6-8 years experience in client relations management or client servicing in pension or financial sector, of which 2-3 years should be at managerial or supervisory level
- Knowledge in investment products, MPF and ORSO legislation
- Familiar with MPF and ORSO scheme administration
- Excellent written and oral communication skills in English
- Japanese speaking is preferable
- Fluent in Cantonese or Mandarin is an advantage
- Proficient in MS Office applications including Excel, Word, and PowerPoint
- MPF and SFC license holder
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Duties: Lead the team to develop and maintain client relation with corporate client; develop and execute relationship building strategy and program; conduct client visits, organize member seminars and handle complaints.
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Manager, Sales Support & Training
C-MSST
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- University graduate
- Minimum 7 years of relevant experience in pension or financial sector, of which 2 - 3 years should be at supervisory level
- Proactive, presentable and self-motivated
- Able to conduct training independently
- Excellent presentation, interpersonal and communication skills
- Good command of spoken & written Chinese & English, Mandarin is a plus
- Proficient in MS Office applications including Excel, Word, and PowerPoint
- MPF license holder is a must. Applicants who have SFC license is an advantage
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Duties:
Lead a team of sales support & training staff in providing sales and other operational support to the sales teams; organize seminars and conduct training programs for sales force, brokers and alliance partners; coordinate marketing activities including conducting market research on pensions and production of related materials and event management.
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Assistant Officer, Fund Accounting & Valuation
C-AOFA&V
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- College graduate in Accounting, Finance or related disciplines
- 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
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Duties: Responsible for fund valuation and unit prices calculation.
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Analyst Programmer
C-AP
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- Bachelor Degree in Management Information Systems/Computer Science or equivalent
- At least 2 years of development experience preferably in retirement and investment fund industry
- Working knowledge of programming languages such as Visual Basic, .NET and Microsoft SQL 2000 or above
- Project experience in any 3-tier/Web applications development/Crystal Enterprise/Report 10 would be an advantage
- Good knowledge of Windows NT/2000, MS Applications, Crystal Report, Web (HTML, ASP) and other development software
- Good analytical and problem-solving skills
- Excellent communication skills in English, Mandarin and Cantonese
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Duties: Assist in development or maintenance of assigned computer programs.
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Administrative Assistant
C-AA
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- University graduate with formal secretarial training
- 2-3 years relevant experience in supporting senior executives, preferably gained in sizeable financial institutions
- Presentable, mature and tactful, able to work independently and under pressure
- Superb organizing and coordination skills
- Good command of spoken & written English, Chinese and Mandarin
- Excellent interpersonal & communication skills
- Excellent computer skills including Word, Excel & PowerPoint
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Duties: Provide secretarial and daily administrative support to senior executives and officers in the Regional office; assist in travel and hotel arrangement, meetings and conference calls coordination, presentations and reports preparation and composition; require to liaise and work closely with internal departments and overseas office and undertake special and ad hoc assignment as required.
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Clerk (6 months contract)
C-TC
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- Form 7 or above with 1 - 2 years experience preferred
- Preference will be given to candidate with experience in MPF plan administration
- Team player with good communication skills
- Strong PC skills including Chinese Word Processing and MS Office applications
- Good command of spoken and written Chinese and English
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Duties: Data entry, filing, update forms and perform other general clerical duties related to retirement plan administration.
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Customer Service Officer
C-CSO
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- University graduate or equivalent
- 2 to 3 years of customer service experience preferably in pension/MPF business or investment products
- Outgoing, presentable, analytical and self-motivated
- Good command of spoken & written Chinese & English, Mandarin is a plus
- Proficient in MS Office applications including Excel, Word,and PowerPoint
- Excellent telephone manner and customer service attitude
- MPF license holder is an advantage
- Candidates with less experience will be considered as Assistant Customer Service Officer
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Duties: Serve walk-in clients and handle enquiries; conduct client visit and coordinate member seminars with clients; provide administrative support to the department.
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Interested parties please apply with full resume
and expected salary to Human Resources & Office Administration Department
, Principal
Insurance Company (Hong Kong) Limited, Unit 1001-1003, Central Plaza, 18 Harbour Road, Wanchai, Hong Kong OR email to hr_hk@principal.com.
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