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Officer (Client Relationship Management) – Omni Channel Management (BCT-OCM07)

BCT Financial Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-10-14
  • Career Level:Entry Level
  • Location:Sheung Wan
  • Yr(s) of Exp:3 years
  • Qualification:Non-Degree Tertiary
  • Employment Type:Full Time, Permanent
  • Job Function:Banking / Finance  Financial Services  Sales  CS & Business Devpt  Call Centre
  • Benefits:Life insurance, Medical insurance, Five-day work week

Job Description

Key Responsibilities:

  • Promote the products and services of the Company and meet the targets of all calling programs
  • Explore business opportunities through providing professional MPF consultation service
  • Provide retirement planning and investment planning services to clients and manage their portfolio through loyalty and retention programs
  • Perform administrative duties related to the calling programs and provide reports for management review
  • Participate to sales & service events and activities

Requirements:

  • Tertiary educated 
  • At least 4 years’ experience in sales and account servicing
  • Basic understanding of the MPF business and up-to-date product knowledge
  • Team player with mature personality and excellent communication skills
  • Passed in MPF Intermediaries Examination and HKSI Examination Paper 1,7, 8
  • Candidates with less experience will be considered as Officer  

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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