Job Title

Client Service Executive (MPF/PENSIONS) – Investment Banking (Contract)

  • Position:
  • Salary:
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  • Job ID: 03429
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Job Description


  •   Coordinate the business development and client servicing effort for pensions clients in Greater China
  •   Proactively build understanding of the clients organizational structure and investment priorities
  •   Continuously evaluating client needs, designing an organizational approach to relationship management and providing value added services
  •   Manage reporting for the client accounts and assist in compiling presentation materials for internal and external client meetings
  •   Establish and maintain regular communication with institutional sales
  •   Coordinate client requests promptly and accurately
  •   Actively measure and monitor success of client accounts business plan execution
  •   Assist with ad hoc projects as assigned and be responsible for the quality and satisfaction of the project
  •   Consistently seek ways to better service clients and improve internal coordination
  •   Organize and prioritize time and resource to meet goals and expectations
  •   Work closely with the Head to initiate, lead, and participate in regular CR projects



  • University degree specializing in Economics, Business or Finance.
  • Minimum 3 years’ prior working experience in the financial services industry, preferably in marketing/asset management sector with client relationship management experience.
  • Excellent command in English, Cantonese and Mandarin
  • Immediate available is preferred


Interested parties please send your detail resume in MS WORD format with current and expected salary through APPLY FOR THIS JOB.

All data collected will be used for recruitment purpose only & will be used strictly confidential.
Only shortlisted candidates will be notified.

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Client Service Executive (MPF/PENSIONS) – Investment Banking (Contract) (ID: 3429)

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