Job Purpose:

Develop and manage client relationship and perform customer service related duties.

Responsibilities

• Handle phone inquiries to scheme participants and provide visits to clients of our pension fund products in a timely, accurate and courteous manner and including any follow up correspondence
• Develop and implement client retention plan/program
• Closely liaise with Sales & Distribution for securing clients and developing client relationship and assist sales staff to close the business deals in respect of administration-related issues
• Conduct ER & EE enrolment meetings in respect of administrative procedures
• Conduct/Coordinate seminars & workshops for both internal and external customers regarding the trend of MPF business development/procedures
• Provide assistance to ad-hoc projects assigned by management (e.g. for default contribution)
• Review current pension administrative practice and obtain customer’s comment to existing service provided in order to recommend streamlining proposal
• Maintain accurate records and thorough documentation of all related functions
• Perform other job-related duties and special projects as required

Requirement

• University graduate or equivalent
• At least 2 years of customer service experience preferably in pension/MPF business or investment products
• Outgoing, presentable, analytical and self-motivated
• Capable of handling client relations independently
• Good command of spoken & written Chinese & English, Mandarin is a plus
• Proficient in MS Office applications including Excel, Word, and PowerPoint
• HKSI 1,7,8 license holder is an advantage

Please apply in confidence with full resume, current and expected salary and date of availability in the subject line and email to pihkhrbp @principal.com

We are an equal opportunity employer and welcome applications from all qualified candidates. All information received will be kept in strict confidentiality and for recruitment purpose only.

Only shortlisted candidates will be notified.

Principal Financial Group® (Nasdaq: PFG) is a global financial company with over 18,000 employees^ passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, we’re helping more than 50 million customers^ plan, insure, invest, and retire, while working to improve our planet, support the communities where we do business, and build a diverse, inclusive workforce.

In Hong Kong for over two decades, we’re a provider of investment and retirement solutions covering pension schemes & products as well as mutual funds. We combine our capabilities in global investment management, leading retirement and asset allocation expertise to provide people and companies the financial tools, resources and information they need to achieve greater financial security and live their best life.  Our investment products are well recognized in the asset management industry for many years.  We’ve been awarded “Good MPF Employer Award” for consecutive years by MPFA for our dedication and continuous effort in enhancing better retirement protection for employees.  As a socially responsible employer, we’ve gained the “Caring Company” recognition for over 10 years to recognize our commitment in Caring for the Community, Employees and Environment.

If you are looking for a place where you are empowered to contribute and grow continuously, here is the opportunity - we are looking for high caliber talents to join our Hong Kong operation and grow with us.  To find out more, please visit us at www.principal.com.hk

^ As of December 31, 2021