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Senior Pension And Investment Consultant

Hong Kong, Hong Kong
Last update 2024-05-23
Expires 2024-05-22
ID #2155100583
Senior Pension And Investment Consultant
Hong Kong, Hong Kong,
Modified May 15, 2024


Job Responsibility - Lead client delivery with close management of team effort, focusing on high quality output and in a time efficient approach.

- Attend to day-to-day enquiries from clients or internal counterparts in a responsive manner.

- Contribute to research and intellectual property as part of forming views on investment or retirement trends.

Current areas of interest for includes private markets, sustainable investments and climate transition challenges, as an example.

- Participate as a significant team member with respect to sales by driving new business proposals and extending the range of services provided to retirement and other lines of business' clients as appropriate.

- Interact with internal local and regional team members to contribute to collaborative culture and demonstrate proactive behaviour.

Job Requirements - 6-7 years of proven experience in the investment or pension advisory industry, with some client-facing responsibilities.

- Experience in analytical coverage and dealing with various asset classes, investment vehicles and/or pension structures.

- Sound project management and coaching skills, able to plan ahead to achieve project milestones and execute in a timely manner with strong commitment on quality.

- Strong analytical and technical skills.

Comfortable with conducting comparative analysis, managing large amounts of data in an efficient manner.

Ability to articulate complex and technical information in layman and concise ways through written and verbal communication.

- Good command on MS Office applications (MS-Excel, MS-Word, Outlook).

Strong IT skills and the ability to learn new systems quickly.

- Strong language capabilities in English.

Cantonese and/ or Mandarin would be an added advantage.

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Senior pension and investment consultant

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