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Senior Client Relations Officer

Principal Investment & Retirement Services Limited

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2022-06-30
  • Career Level:Entry Level
  • Location:Kwun Tong
  • Yr(s) of Exp:2 years
  • Qualification:Degree
  • Employment Type:Full Time, Permanent
  • Job Function:Banking / Finance  Financial Services  Sales  CS & Business Devpt  Account Servicing&nbs
  • Benefits:Dental insurance, Double pay, Life insurance, Medical insurance, Performance bonus, Five-day work week

Job Description

The Client Relations Officer will be part of Co-branded Sales team, you will support the team to achieve business sales target.

Other responsibilities include:

  • Conduct client visits and coordinate member seminars regarding the trend of MPF business development, administrative procedures, and MPF investment funds performance
  • Contribute to growth of new PA/ER sales through members seminar of assigned corporate clients and support sales team to pitch for new employer scheme sign-up
  • Develop client retention strategy and ensure the successful execution of retention programs
  • Assist ad-hoc projects assigned
  • Assist the less experienced RM staff to visit the selected corporate clients
Essential Skills, Experience and Competencies
  • 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

What We Offer

Principal offers employees a competitive package and a comprehensive range of benefits to help meeting your needs now and in the future, including:

  • 5-Day Work Week
  • Year-end Payment
  • Discretionary Bonus
  • Birthday Leave
  • Medical Plan
  • Life Insurance
  • Pension Scheme
  • Employee Stock Purchase Plan
  • And Growth Opportunities!

Company Info

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
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