Corporate Client Service, Senior Advisor

Supervise Sub-Teams

Supervise sub-team(s) to meet or exceed the client retention and service-to-sales targets, key performance benchmarks, as well as compliance and customer service standards

Responsibilities:

Provide customer service and administration to the assigned portfolio

• Ensure operating procedures, practices, reporting and controls comply with regulatory requirements per ORSO, MPF and AMCM
• Review and handle MPFA enquiries with an aim to provide an efficient and consistent reply to regulator

Ensure meeting or exceeding the client retention and service-to-sales targets, key performance benchmarks, as well as compliance and customer service standards

• Identify areas of improvement and streamline the existing procedures and process to enhance customer experience

Identify areas of improvement and streamline the existing procedures and workflows (amongst others, the handling of MPF enquiries) focusing on EODB and efficiency to enhance customer experience, and to strengthen control

• Work closely with Team Leader of ERM & MPFA Enquiry Team, BST, MIS and respective module owners to implement the streamlined initiatives aiming to align with AIAPT's strategic goals and industry development
• Provide regular progress update to Team Leader of ERM & MPFA Enquiry Team on the streamlined initiatives

Provide support to Team Leader in coaching and supervising junior staff towards client-focused and seeks continuous improvement

• Assist team members in prioritizing tasks and assist Team Leader in arranging resources within the team including arrangement for account hand-over

Perform any other duties and projects as assigned

Job Requirements:

• University graduate is preferred with minimum 5 years customer services/operations experience
• Good knowledge on MPF/ORSO retirement schemes, group insurance and investment products
• Self-motivated and customer orientated
• Good communication and interpersonal skills
• Outgoing personality with good presentation skills
• Good time management and organization skills
• Good staff coaching skills
• Proficient in both spoken and written Chinese and English

Others:

• You are preferred to obtain the license of Insurance Authority (IA) (Paper 1, 2, and 3) or Mandatory Provident Fund Schemes Authority (MPFA) (Paper 4)
• Ensure team members who perform regulated activities have obtained the relevant licenses and fulfilled the licensing requirements

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