Corporate Account Manager MPF Consultants

About the role

Here's an exciting opportunity to join Additional Portfolio Management Limited' as an MPF Consultant. In this full-time position based in Kwun Tong, you'll be responsible for providing expert guidance and support to our clients on all things related to the Mandatory Provident Fund (MPF) scheme. Your role will be crucial in ensuring our clients maximise their retirement savings and make the most of their MPF benefits.

What you'll be doing

1. Advising clients on the different MPF schemes and funds available to them
2. Assisting clients with MPF account setup, contribution management, and withdrawal procedures
3. Conducting regular reviews of clients' MPF portfolios to ensure they align with their financial goals and risk profiles
4. Educating clients on MPF regulations, tax implications, and investment options
5. Collaborating with the wider team to develop and implement effective MPF marketing and client engagement strategies
6. Staying up-to-date with changes in MPF legislation and industry best practices

What we're looking for

1. Strong knowledge of the MPF scheme, investment products, and relevant regulations
2. Excellent communication and interpersonal skills to build trust with clients
3. Analytical mindset with the ability to understand and explain complex financial concepts

What we offer

At Additional Portfolio Management Limited', we believe in supporting our employees' growth and development. You'll have access to ongoing training and development opportunities to enhance your skills and knowledge. Our competitive benefits package includes a generous pension scheme, comprehensive health insurance, and a range of well-being initiatives to help you maintain a healthy work-life balance.

Apply now for this exciting opportunity to become an MPF Consultant at Additional Portfolio Management Limited'.