KEY PRIMARY RESPONSIBILITIES
- Ensure
compliance with the regulations as set out by the Authorities for all
Pension accounts.
- Enhance
client relationship through Implementation of client servicing strategies
to enhance customer experience.
- Advice
Trustees on changes in the Retirement Benefits legislation and institute
changes in legal documents, contracts and Service Level Agreements.
- Segregate
and prioritize management of key clients, train and supervise account
handlers on management of the accounts.
- Arrange
organize presentations for training sessions including, pre-retirement
training, personal financial management, in-house trustees training
seminars and general member education.
- Organize,
prepare, attend and make presentations on quarterly scheme performances
for Boards of Trustees and Annual General Meetings for members.
- Prepare
calendar of meetings for key clients and Boards of Trustees.
- Assist
to grow business through the different sales channels
- Run
System quality assurance checks and keep system logs, institute
enhancements in current system to include regular regulatory changes and
desirable enhancements.
- Address
enquiries and feedback from clients within the timelines stipulated in the
service charter and/or SLAs signed with respective clients and client
visitation.
ACADEMIC QUALIFICATIONS
Bachelor’s degree in a Business-related degree.
SKILLS AND REQUIREMENTS
- Interpersonal
and Communication skills
- Time
management skills
- Good
negotiation skills
- Good
relationship skills
- Strong
organizational and report-writing abilities.
PROFESSIONAL
QUALIFICATIONS
- TDPK
- CII/IIK
Qualifications will be an added advantage
EXPERIENCE
At least 5 years’ relevant experience
How to Apply
