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mpf consultant

BEAUTY LOGIC·Others
New
Replied to 5 talents in 7 days
Temporary
HK $30K-60K/Month
No degree required
No experience limit
HK work permit required
9.0 hrs/day, Negotiable working days, Hybrid / WFH

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Work benefits
Gratuity
Flexible working hours
Work from home
Additional subsidies
Insurance plan
Medical plan

Job Description
Job Responsibilities
  • Provide expert advice on retirement planning and Mandatory Provident Fund (MPF) schemes to corporate clients and individuals, ensuring compliance with regulatory standards and best practices.
  • Conduct comprehensive needs assessments to recommend suitable MPF investment strategies, fund options, and risk management solutions tailored to client objectives.
  • Deliver presentations and educational seminars on MPF regulations, benefits, and long-term financial planning to employers, employees, and stakeholders.
  • Collaborate with sales, compliance, and operations teams to support the implementation and administration of MPF schemes for new and existing clients.
  • Maintain up-to-date knowledge of changes in pension legislation, MPF guidelines, and market trends to ensure accurate and timely guidance.

Requirements
  • Bachelor’s degree in finance, business, economics, or a related field; professional qualifications such as CFP, CFA, or relevant MPF practitioner certification are highly desirable.
  • Proven experience in retirement planning, pension consulting, or financial advisory services, preferably within the Hong Kong MPF framework.
  • In-depth understanding of MPF ordinances, trustee operations, investment products, and tax implications related to retirement savings.
  • Strong communication and interpersonal skills, with the ability to explain complex financial concepts clearly to diverse audiences.
  • Proficiency in both written and spoken English and Cantonese; Mandarin is an advantage for broader client engagement.

Benefits
  • Competitive salary package with performance-based incentives and bonuses.
  • Comprehensive medical and dental coverage for employees and eligible dependents.
  • Company-sponsored MPF contribution and opportunities for professional development and certification support.
  • Flexible working arrangements and access to ongoing training programs to enhance career growth.
  • A collaborative work environment with exposure to a wide range of clients and financial institutions.

Languages
English
Cantonese
Mandarin
Skills
Wholesale Banking
Financial Modelling
Money Market

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Sky Wong
Beauty Logic · mpf consultant
Active within 3 days

Job Location

Two Harbour Square-Kwun Tong, Kwun Tong

觀塘偉業街180號

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