Assistant MPF Business Manager - MPF Department

Position Summary

The incumbent will be responsible for assisting the Senior MPF Business Manager/ Team Head in planning, directing, coordinating and  organizing MPF marketing activities, and capturing new business.

Responsibilities

• Achieve / exceed individual sales target in light of meeting the needs of customers
• Comply with budget assigned including to implement the business strategies, control the expenditure and achieve the cost containment target
• Visit the customers and provide on-site services on the member enrolments and asset transfers
• Introduce products and services to meet the needs of customers whom will be provided with clear and accurate information and kept informed throughout the sales process
• Capture new business from the existing customers, such as the MPF business of the group companies, new branches and their referrals
• Call on the potential customers to capture new MPF business
• Ensure standardized practice in disclosing products and services information, features, risks, fees and charges to customers throughout the sales process
• Ensure all procedures are in compliance with all policies, rules, guidelines, requirements prescribed by regulators as well as the Bank
• Work together with the marketing officers of BEA branches and business departments on soliciting new business for the Bank and MPF Department
• Refer prospects to BEA branches and business departments for further developments on other banking services

Requirements

• University graduate, preferably major in Business Administration, Marketing; or related discipline
• Passes in the MPF Intermediaries Examination and Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer
• Pass in the Insurance Intermediaries Qualifying Examination is an advantage
• Preferable over 1 year experience in sales or marketing
• Self-motivated, hard-working and independent
• Good communication and presentation skills
• Good knowledge of MS Office
• Proficient in both spoken and written English and Chinese

This position is subject to the Mandatory Reference Checking (MRC) Scheme which is implemented by the Hong Kong Monetary Authority (HKMA). In the event of BEA proceeding with a potential offer, you are obligated to give consent for the bank to conduct reference checks with your previous employers as part of the final assessment of your suitability for this role. For more details, please visit The Hong Kong Association of Banks (HKAB)’s website under the Industry Guidelines for FAQs regarding In-Scope Individuals in the MRC Scheme. Further information can also be provided on request.