Preferably Cantonese, English or Mandarin (Preferred)
As MPF (Mandatory Provident Fund Schemes) enters the 20th year since it first implemented in 2000, more than 850 billion of wealth has been created, providing retirement cover for more than 85% of Hong Kong work force. Together with the recent launch of tax-deductible voluntary contribution arrangement, demand for MPF advisory has become increasingly strong. We are recruiting for this position to cope with the strong market demand and rapid business growth.
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Develop and maintain cordial customer relationship and provide quality customer services
Promote financial and investment products to customers base on their needs.
Support the strategic planning for business expansion, including development of new customer segments, niche products, new markets and sales channels.
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Ensure the accurate preparation of monthly investment reporting and address any quarterly or ad-hoc financial queries.
Take ownership of the preparation and submission of Insurance Authority (IA) regulatory reports, including monthly, quarterly, and annual returns.
Develop internal models and execute quarterly/annual Risk-Based Capital (RBC) valuations, solvency margin calculations, and RBC Pillar 3 Public Disclosures.
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Develop and maintain cordial customer relationship and provide quality customer services
Promote financial and investment products to customers base on their needs.
Support the strategic planning for business expansion, including development of new customer segments, niche products, new markets and sales channels.
...
Identify & address credit risks, propose appropriate credit control measures.
Monitor aged balances to minimize bad debt risks.
For long overdue accounts, including issuing and or sending reminder letters, NOD (Notice of Demand), iLOD (Internal Letter of Demand), external LOD (Letter of Demand) etc.
...
Identify & address credit risks, propose appropriate credit control measures.
Monitor aged balances to minimize bad debt risks.
For long overdue accounts, including issuing and or sending reminder letters, NOD (Notice of Demand), iLOD (Internal Letter of Demand), external LOD (Letter of Demand) etc.
...