MPF/ORSO Consultant (Client Management Team)

About the Role:We are looking for a dynamic and experienced individual with top one focus to take care of our MPF/ORSO existing block. In this position, you will have to make segmentation for the block (e.g by SME/MNC/industry), and drive client activities per the segmentation. You will also schedule, drive, monitoring and participate those activities working with others sales and marketing team.

Key Responsibilities:

1 ) Maintain GUM MPF and ORSO block against business target, where business target mean maintain the current asset level of the whole block2) Drive MPF and ORSO renewal block growth via different client initiatives and identify up-sell and/or cross-sell opportunity 3) Ensure GUM existing client will have a smooth on-boarding journey and transition to eMPF in coming 6 months

  • Drive and participate client meeting to deliver per defined scope of work for those appointed case

  • Conduct regular reviews of client portfolios to assess performance and recommend improvements.

  • Provide training and support to junior team members on MPF products and best practices.

Qualifications:

  • Bachelors Degree with 3 years of working experience in the MPF/ORSO market

  • With eMPF related knowledge/ exposure will be a big plus

  • Holder of IIQE 1,3 license and MPFA license is highly preferable

  • Proficiency in both spoken and written English/Chinese

  • Clients focus with good communication and interpersonal skills

  • Candidates with more experiences will be considered to Assistant Manager/Manager

  • Immediate availability is highly preferred

We Offer:

  • 5-days work

  • Fun and open working culture without hierarchy - #WorkHardPlayHard philosophy and focus on teamwork

  • Flexible working policy

  • Diversified exposures over institutional, corporate, and individual clients

  • Attractive monthly basic salary and incentive payments

  • Comprehensive fringe benefits including 16 working days annual leave up to 24 days depending on years of services, Extensive Medical and Dental coverage, Training and Licensing Examination Support

  • Family Friendly Policy, including 6 days Family Care Leave, 1 day Birthday leave, etc.

  • Free Life and Health Insurance including both In and Out-patient benefits, Annual Wellness benefits

  • Pension Benefits on top of MPF mandatory contribution


Information :

  • Company : Gain Miles Assurance Consultants Limited
  • Position : MPF/ORSO Consultant (Client Management Team)
  • Location : Kwun Tong, Kowloon Peninsula
  • Country : HK

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Post Date : 2025-06-13 | Expired Date : 2025-07-13