Job Description :
Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
Job Description :
Responsible for pension funds monitoring (MPF, ORSO and Macau Pension) on behalf of business
Assist to review fund performance regularly and follow up with relevant parties such as investment managers, internal / external consultants, trustee and authorities when necessary.
Work with stakeholders such as trustee, strategy team, business owner to review various pension platforms and outline development plan such as but not limited to : platform structure, add / remove fund, change investment style etc.
Participate in fund related initiatives such as new fund launch and fund enhancement.
Prepare MIS reports for management and various investment committees
Assist to prepare fund related marketing materials such as performance summary and fund fact sheets for various pension products
Provide support to distribution channels, client services on fund related issues. Act as product specialist and explain to clients or business partners when necessary
Provide investment related trainings / seminars to business partners
Degree Holders (business or finance preferred).
5+ years financial services / MPF experience preferred.
Strong communication and interpersonal skills.
Good presentation skills.
Ability to work in a fast-paced environment, to meet tight deadlines and handle multiple demands.
Good command of written and spoken English and Chinese
Excellent PC skills; especially with Microsoft Excel (knowledge of advanced formulas, pivots, macro / VBA knowledge is a plus), Power Point and Word.
Insurance and Mandatory Provident Fund (MPF) knowledge is advantage
Knowledge of using Lipper and Morningstar is advantage.