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Manager/ Assistant Manager (Agent & Direct Sales) – Business Development (BCT-BD08)

BCT Financial Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-08-27
  • Career Level:Middle
  • Location:Sheung Wan
  • Yr(s) of Exp:5 years
  • Qualification:Non-Degree Tertiary
  • Employment Type:Full Time, Permanent
  • Job Function:Banking / Finance  Financial Services  Sales  CS & Business Devpt  Business Development
  • Benefits:Life insurance, Medical insurance, Five-day work week

Job Description

Key Responsibilities:

  • Develop and build different distribution channels, including agent, direct and government sector by establishing and implementing business strategies to achieve the sales targets as assigned
  • Deepen relationships with the agents by conducting regular meetings and trainings to them
  • Participate in all kinds of events/seminar and identify potential clients. Making follow up calls/visits to make these cold leads to become warm or BCT clients.
  • Perform and complete all stages of the sales flow independently, including prospecting, presenting, probing, penetrating and post-servicing
  • Serve selected clients for their pension schemes in compliance with the service standards
  • Handle enquiries and complaints from assigned channel and clients.  Acquire a good understanding of client’s needs with a view to enhancing the product and operational capabilities
  • Work collaboratively with other teams and departments to ensure a smooth take-on of new and existing clients
  • Perform administrative duties related to the team’s initiatives and generate reports
  • Take up tasks and projects as assigned from time to time

Requirements:

  • Diploma holder or above; preferably university graduate in business discipline
  • Minimum 6 years’ work experience in banking and financial industries; preferably with MPF customer servicing experience
  • Maintain Investment Representative License or having passed the related examinations as approved by SFC from time to time
  • Passed MPF Intermediaries Examination
  • Strong initiative, aggressive, good customer service and result-oriented
  • Good understanding of MPF & ORSO an added advantage
  • Proficiency in MS Office application
  • Good command of spoken and written English and Chinese (including Putonghua)
  • Candidates with less experience will be considered as Assistant Manager

Remuneration will be commensurate with qualification and experience. Please send your application with detailed resume indicating both present and expected salary and date of availability to the Human Resources Department, 18/F Cosco Tower, 183 Queen’s Road Central, Hong Kong, or click 'Apply Now' or fax to 23143984.

(Personal data collected will be used for recruitment purpose only and will be kept strictly confidential)

Company Info

BCT Group (“BCT”), comprising BCT Financial Limited (BCTF) and Bank Consortium Trust Company Limited (BCTC), is a key provider of MPF/ORSO products and best-in-class asset servicing for investment funds and pensions with BCTC being one of the largest trust companies in Hong Kong. Founded in 1999 by a group of renowned banks in Hong Kong, the shareholder group currently comprises 8 reputable financial institutions with long history of serving the public.
BCTF acts as a sponsor and distributor of pension products whilst providing customer service, investment and retirement planning services as well as investor education.
BCTC offers one-stop trustee, administrator and custodian services for MPF/ORSO, international pension plans as well as global investment funds, QFII and RMB funds.

BCT 銀聯集團由「銀聯金融有限公司」(「BCTF」) 與「銀聯信託有限公司」 (「BCTC」)組成,為強積金/職業退休計劃、投資基金及退休金行政管理方案的主要供應商,而BCTC更是香港其中一家最具規模的信託公司。股東集團由多間香港歷史悠久的銀行於1999年成立,現時由8家享負盛名的金融機構組成。
BCTF為退休產品擔任專業的保薦人及分銷商,並提供客戶服務、投資及退休策劃,以及投資者教育等服務。
BCTC為強積金/職業退休計劃、國際退休金計劃、環球投資基金、合格境外機構投資者基金、人民幣基金提供一站式的信託,行政管理及受託服務。
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