Manager - Business Development (Sales / Business Development, Supervisory)

BCT Group

Hong Kong, HK

3天前

Business Development Key Responsibilities

Develop business with designated channel partners and prospects referred in establishing and operating their employee retirement scheme

Service selected clients for their pension schemes in compliance with the service standards with a view of reducing scheme transfer-out at minimal level

Handle enquiries and complaints from channel partners and clients and acquire a good understanding of client’s needs

Provide retirement planning and investment planning services to clients, including provision of advice and distribution of offering documents / marketing materials on funds

Assist clients to review retirement portfolio and investment portfolio in light of updated information

Assist in developing business strategy and implementing business plan and relevant business development activities

Support business development functions including project management and product promotion

Requirements

University graduate major in Finance / Business or a related discipline

Minimum 6 years’ relevant work experience in client services areas within financial institutions

Good knowledge of MPF and ORSO legislations is an advantage

Good communication and presentation skills

Good command of spoken and written English, Cantonese and Putonghua

Be proactive, self-motivated and independent

Holder of Investment Representative License or has passed the related examination as approved by SFC from time to time

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