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As a Pension Specialist/Account Manager, you will lead the transition into the eMPF era, managing end-to-end scheme operations while driving portfolio growth. You will act as a subject matter expert, balancing technical precision in digital workflows with a consultative approach to client relationship management.
Job Responsibility:
Execute seamless eMPF lifecycles, from digital onboarding and contribution processing to complex investment rebalancing and withdrawals
Serve as the primary point of contact for employer and member inquiries, resolving high-level escalations and providing insightful market updates
Proactively identify cross-selling opportunities within existing portfolios and perform "deep-dives" into current accounts to generate new revenue streams
Draft comprehensive review reports and lead negotiations for new and renewal cases, ensuring 100% adherence to IIQE and company's regulatory standards
Contribute to ad-hoc team initiatives, applying analytical thinking to streamline internal pension processes
Requirements:
Qualified or passed in IIQE Paper I, II, III
Good computer skills including MS Word, Excel and Powerpoint
Minimum 5 years working experience in broker firms or pension providers
Nice to have:
University Degree of any discipline or at least diploma level with pension and finance institution experience preferred