退休金部 - 主任/高級主任 Pension Fund Department - Officer/ Senior Officer  

Ref. no.: FM.06.082024

職位內容Responsibilities

• 協助處理退休金部的日常工作
• 協助撰寫及檢閱監管及商業報告
• 與客戶合作夥伴建立並保持良好的關係
• 支援銷售流程及提供客戶服務
• 為合作夥伴及銀行職員提供培訓
• 及時回應客戶合作夥伴查詢
• 與內部保持緊密合作，確保提供優秀的服務
• Support the daily operations of the Pension Fund department
• Assist and prepare regulatory and business reports
• Build and develop relationship with clients, intermediaries and partners
• Support whole sales process and client service
• Training support strategic partners and bank staff
• Respond to client enquiries in a timely manner
• Liaise and work closely with back office to ensure excellence in service delivery 

職位要求 Requirements

• 大學畢業或以上，主修財務、金融或相關範疇
• 具有兩年或以上的投資、會計､或保險工作經驗
• 良好中英文書寫及溝通能力
• 具有效率之溝通及人際交往能力
• 勤奮、積極、主動並能在壓力下完成工作
• 熟悉辦公室電腦軟件操作，尤其PowerPoint 及Excel
• University graduate or above in finance or related disciplines
• Experience in investment, accounting, insurance field with minimum 2 years’ experience
• Good command of spoken and written English and Chinese
• Effective communication and interpersonal skills
• Self-motivated, proactive, and able to work under pressure
• Good knowledge of PC applications, especially PowerPoint and Excel