Principal

Job Listings

 

Here are our current job openings. You can view all open job positions or use the following search form to find jobs that suit your specific career interests. For positions listed as “remote”, these will be limited to locations where Principal has physical presence or existing business operations in the country where the job opening resides. There are complex employment, immigration, and tax laws that Principal must adhere to.

 

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We are an equal opportunity employer and welcome applications from all qualified candidates. All information received will be kept in strict confidentiality and for recruitment purpose only.
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Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 1 week ago(11/27/2022 8:16 PM)
- Perform clerical support such as data entry, data cleaning and document filing - Input a high volume of data from multiple sources into systems - Ensure the accuracy of the data that has been inputted and correct the errors where necessary - Prepare relevant reports with MS Excel - May need to contact Customers to follow up on missing documents or incomplete information
Requisition ID
2022-37785
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 1 week ago(11/27/2022 8:18 PM)
- Perform clerical support such as data entry, data cleaning and document filing - Input a high volume of data from multiple sources into systems - Ensure the accuracy of the data that has been inputted and correct the errors where necessary - Prepare relevant reports with MS Excel - May need to contact Customers to follow up on missing documents or incomplete information
Requisition ID
2022-37784
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 3 weeks ago(11/15/2022 10:20 PM)
- Provide clerical support to Pension Operations team such as data input and filing, quality checking, etc. - Work on data cleansing, input and update data in internal system, both Business as Usual Maker or Checker role. - May need to contact customer to follow up on missing documents or information, and assist in other ad-hoc assignments when required
Requisition ID
2022-37505
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 4 weeks ago(11/11/2022 3:09 AM)
Role and Responsibilities Time Spent (%)   ·        Supervise subordinates and support the managers in managing daily fund money settlement operations, cash position reports and control, to ensure all activities are conducted in compliance with internal and external guideline and regulations. 50%   - Handle collection of contributions and settlement of redemption payments for pension / unit trust products 10%     - Liaise and follow up with Pension & Fund Operations and banks  on receivables and  payables related issues 10%     - Monitor cashflow and bank statements reconciliation on daily and monthly basis 10%     ·        Liaise with Portfolio Managers on cashflow needs and ensure sufficient funding for redemption purposes of investment funds or other operating issues 10%     - Perform other job related duties and ad hoc projects as required 10%  
Requisition ID
2022-37472
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 1 month ago(10/31/2022 1:41 AM)
- - Handle daily administration of retirement schemes and perform customer service related activities - Process and perform checking on daily administration including member enrollments, contributions, terminations, and group changes, etc. in accordance with the approved company procedures, policies and local ordinance and regulations - Maintain accurate records and thorough documentation - Perform follow up with clients via phone call, letters, emails etc. - Train up new joins - - Perform other job related duties or special projects as required
Requisition ID
2022-37403
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 1 month ago(11/1/2022 5:30 AM)
- Handle full set of accounts including daily operations, month end closing and financial analysis. Prepare financial reporting in a timely and accurately manner. Ensure that internal control procedures are established and followed. - Deal with external auditors for the assigned entities, prepare annual audited financial statements and other audit schedules. - Assist in the preparation of monthly forecast and annual budget and assist in enhancing the budget model - Work with India MIS team for the preparation of monthly management reports to regional office and home office - Prepare monthly/quarterly/annual returns for SFC of the assigned entity for regulatory submission - Review and enhance reporting and process flows, strengthen the accounting procedures, systems and compliance aspects - Assist in the preparation of annual consolidation of a group of companies for regulatory reporting - Handle other ad hoc assignments as required
Requisition ID
2022-37340
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 1 month ago(10/31/2022 1:42 AM)
- - Handle daily administration of retirement schemes and perform customer service related activities - Process and perform checking on daily administration including member enrollments, contributions, terminations, and group changes, etc. in accordance with the approved company procedures, policies and local ordinance and regulations - Maintain accurate records and thorough documentation - Perform follow up with clients via phone call, letters, emails etc. - Train up new joins - - Perform other job related duties or special projects as required
Requisition ID
2022-37291
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 2 months ago(10/20/2022 1:23 AM)
- Responsible for employee engagement including development of idea and proposal, planning, organizing and coordinating employee engagement initiatives, staff communication program etc. - Act as an HR business partner for the responsible functions providing professional HR advices to managers for alignment of business objectives.  Ensure proposed solution is aligned with business need, HR management philosophy, policies, regulatory requirements etc and well implemented. - Advise managers on various staff issues such as performance management, managing conflicts in a smooth and efficient manner, support on organizational changes etc. - Ensure timely update or escalate issue to Head of HR with well-thought proposed solution. - Work with business on the hiring plans to meet business needs.  Working closely with HK TA partner to support the recruitment process. - Support Head of HR in workforce planning and analysis. - Use data and insights from various sources to provide ideas and suggestions to achieve business objective. - Assist Head of HR in projects and assigned tasks.
Requisition ID
2022-37240
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 2 weeks ago(11/24/2022 9:56 PM)
We are for an energetic and passionate backend Software Engineer to support pensions / funds operation related projects.  The Software Engineer will participate in the design of the system and to implement solutions and fulfill the business outcome.    What you will experience   The Software Engineer will conduct system design, coding, unit testing as well as preparation of documents in accordance with the standard; reverse engineering the existing system to find out the existing business logic for future system development and also develop detailed program specifications based on general specification.   You will work closely with Solution Architects to design and define overall system and application architecture; also the Business and BAs to understand the requirements and propose viable solution. Meanwhile communicating with Project Managers to ensure not only high-quality, but also on-time and on-budget solutions.   Other responsibilities include:  - Assist Information Technology and user area personnel in developing and maintaining efficient and practical systems. Oversee the completion of or independently complete small, less complex projects - Provide technical assistance to associates as needed. Assist in enforcement of programming standards - Provide non-office hours off duty standby support for production systems when needed - Improve existing and develop additional technical skill needed for the job. Acquire business knowledge regarding financial services
Requisition ID
2022-37225
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 2 months ago(10/20/2022 10:24 PM)
- - Handle daily administration of retirement schemes and perform customer service related activities - Process and perform checking on daily administration including member enrollments, contributions, terminations, and group changes, etc. in accordance with the approved company procedures, policies and local ordinance and regulations - Maintain accurate records and thorough documentation - Perform follow up with clients via phone call, letters, emails etc. - Train up new joins - - Perform other job related duties or special projects as required
Requisition ID
2022-37186
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 1 month ago(11/3/2022 6:22 AM)
We are looking for an experienced Product Specialist to join our Investment Management team. This role offers cross-functional interaction and exposure within Asia Pacific region. What you will experience As a Product Specialist, you will support the Head of Investment Specialist in all communications for Principal’s investment products. You will work closely with sales, product, and portfolio management team in positioning products across multiple channels. You will lead the creation of relevant messages / talking points to support product positioning against market backdrop and key competitor; and produce timely and relevant content for external proposition. Other responsibilities include:  - Represent Principal as a product expert, with knowledge of both Fixed Income and Equity asset classes to help drive business. Engage with clients in the Asia Pacific region. Address and resolve client's product related enquiries. Provide robust investment related support and training to sales, product marketing and other relevant internal parties. - Support the creation of investment market content, asset class thought leadership and product related collaterals. Conduct research on economic events that have an impact on the investment market and specific asset class / product. - Participate in development and implementation of product strategy at both a local and regional product vehicle level, inclusive of the identification of client needs, industry trends and expansion of product solutions and marketing. - Lead and drive product specific projects. Perform other jobs related duties or special projects as required.
Requisition ID
2022-37108
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 2 months ago(10/9/2022 9:35 PM)
- Provide clerical support to Pension Operations team such as data input and filing, quality checking, etc. - Work on data cleansing, input and update data in internal system, both Business as Usual Maker or Checker role. - May need to contact customer to follow up on missing documents or information, and assist in other ad-hoc assignments when required
Requisition ID
2022-37107
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 2 months ago(10/5/2022 12:00 AM)
Job Purpose: Working as a business analyst under Pension Operations, cooperating with PMO, IT and cross department to deliver eMPF and BAU projects.     % of Time Spent Perform end to end BA duties including business requirement elicitation, workflow design, user stories delivery, solution formulation input, test planning and UAT execution, pre and post implementation health check, user training, documentation update and post project review. 100% Close work with operation users, PMO, IT, cross department key stakeholders and vendor to ensure timely deliveries in agreed scope and standard Engage in eMPF project covering workstreams of data migration, target operation model and transition operation arrangement Support Pension projects of BAU enhancements and problem fixing  
Requisition ID
2022-37078
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 2 months ago(10/18/2022 11:29 PM)
The Senior Manager will support Head of Client Relations in developing and managing client relationships and superivsing junior team members.   Other responsibilities include: - Pro-actively develop and manage client relationships, provide customer services to corporate clients. - Develop client retention strategy and ensure the successful execution of retention programs. - Work closely with sales & marketing teams and other external parties in securing new business. - Obtain client’s feedback on products and services and handle complaints. - Conduct client visits and coordinate member seminars regarding the trend of MPF business development, administrative procedures, and MPF investment funds performance. - Lead and train junior team members, including knowledge sharing, coaching, performance appraisals, development plans, salary administration, conflict resolution and etc. Maintain a general, familiar, consistent leadership presence. - Perform other job-related duties and special projects as required.
Requisition ID
2022-37077
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 2 months ago(9/30/2022 2:34 AM)
- - Handle daily administration of retirement schemes and perform customer service related activities - Process and perform checking on daily administration including member enrollments, contributions, terminations, and group changes, etc. in accordance with the approved company procedures, policies and local ordinance and regulations - Maintain accurate records and thorough documentation - Perform follow up with clients via phone call, letters, emails etc. - Train up new joins - - Perform other job related duties or special projects as required
Requisition ID
2022-37032
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 2 months ago(9/30/2022 2:33 AM)
- - Handle daily administration of retirement schemes and perform customer service related activities - Process and perform checking on daily administration including member enrollments, contributions, terminations, and group changes, etc. in accordance with the approved company procedures, policies and local ordinance and regulations - Maintain accurate records and thorough documentation - Perform follow up with clients via phone call, letters, emails etc. - Train up new joins - - Perform other job related duties or special projects as required
Requisition ID
2022-37025
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 2 weeks ago(11/25/2022 3:47 AM)
We are looking for an experienced Programme Manager to support the Head of Project Management Officer in delivering change initiatives across the business and seeking to drive enhanced customer and business outcomes.  These initiatives are strategic transformation programmes/projects which are often cross-functional in nature that contribute towards the strategic goals and visions of the company.    What you will experience   The Programme Manager will drive product change initiatives from initiation, business case creation, planning, design, execution, monitoring, controlling until closure. You will be accountable for the management and delivery of programmes/projects to time, quality and within approved budget. While engaging with product SMEs for identifying impact of new fund products or changes to existing mutual/pension funds products; you will also work closely with wide spectrum of stakeholders and partners, including product development, investment management, investment operations, marketing, compliance, legal, etc. to enable effective programme and project governance.   Other responsibilities include:  - Collation of impact assessment and feedback into project team with regards to feasibility, timelines, and resourcing - Recognizing and mitigating risks, resolving issues, identifying dependencies and pro-actively managing any corrective actions or change requests throughout the lifetime of programmes/projects - Accountable for successful execution of all aspects of business change delivery, including Target Operating Model implementation, solution delivery, training and communication  - Provide regular, accurate and appropriate change reporting and communication to Sponsors and Senior Management to ensure the status of progress and that any associated risks, issues or changes are recognized, understood and managed, with the appropriate escalation when necessary - Ensure the development and distribution of quality project-related documentation to all interested parties - Maintain a positive attitude and act as team player in supporting team activities and initiatives - Assist to build a team with strong business sense and project/change management skills
Requisition ID
2022-36883
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 3 months ago(9/15/2022 9:12 PM)
- Manage daily operations of the production, including liaison with other stakeholders such as BUs, regulator, customers, intermediary, etc. - Participate and / or lead in the process improvement / transformation project such as acting as the contact point, preparing user requirements, manual, conduct training, solution recommendations etc. - Participate and / or lead in some regulatory changes, act as a business lead in the eMPF project, meeting with the MPFA, HKTA, to evaluate the impact to Pension Operations, solution recommendations etc. - Participate in some internal projects or involve in some ad hoc assignments
Requisition ID
2022-36760
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 2 months ago(9/21/2022 11:46 PM)
The Pension Sales Manager - Bank Distribution will build solid relationship with target business partners and perform sales activities independently to achieve assigned sales target.    Other responsibilities include: - Conduct sales activities to achieve assigned sales target - Build sold relationship with assigned business partners, including product training, motivation and regular visits - Portfolio review and analysis   - Handle team task or project assigned - Provide guidance to team members and share market information
Requisition ID
2022-36758
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 2 months ago(9/25/2022 11:01 PM)
- Prospect, sell and service MPF and/or ORSO Retirement Plan to meet standards and objectives. - Solicit new pension business through AXA Agency channels and achieve the company’s sales target - Develop & deliver pension product training - Handle enquiries through pre-sales help desk service - Engage the agency through agency roadshow and tailor-made training workshop - Join the agents for client meetings - Design & execute sales campaigns & activities to boost up MPF sales - Prepare presentation deck & analyze sales figures for management and business partners - Promote among the agency to increase the number of MPF licensees; - Follow up call to encourage non-licensee to get MPF licensee - Join new agents’ orientation to promote the benefits of getting MPF licensee - Work collaboratively with the Sales Support, Pension Operations and Relations Management Team to ensure a smooth take-on of new pension clients - Assist to coordinate and participate into all kinds of sales & marketing activities such as seminars, conferences and promotional events - Provide assistance in the post-sale administrative, enrollment, and customer service support - Comply with regulatory and licensing requirements, internal policies and guidelines
Requisition ID
2022-36669
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 2 months ago(10/6/2022 6:15 AM)
The Member Relations Consultant will build and maintain close business relationship with individual MPF participants. This is a business development role with both sales and Customer Service exposure in Pension Sales & Distribution team.   Other responsibilities include: - Achieve assigned client retention target for MPF members portfolio - Maintain solid relationship with target customers through regular contacts, such as phone calls, face to face/ online meetings. - Conduct MPF presentation to members through seminar and/or on-site help desk - Work collaboratively with different departments to ensure a smooth client on-boarding process and good customer experience 
Requisition ID
2022-36652
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 3 months ago(9/2/2022 2:10 AM)
- To provide good quality of service and ensure service level provide to MPF/ORSO clients are met with the company service pledge
Requisition ID
2022-36540
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 5 months ago(6/30/2022 5:45 AM)
- Solicit new pension business through AXA Agency channels and achieve the company’s sales target - Assist to deliver pension-related training to new agents - Handle enquiries through pre-sales help desk service - Help to engage the agency through agency roadshow and tailor-made training workshop - Join experienced account managers and sales heads for agency client meetings - Assist to design & execute sales campaigns & activities to boost up MPF sales - Prepare presentation deck & analyze sales figures for management and business partners - Promote among the agency to increase the number of MPF licensees; - Follow up call to encourage non-licensee to get MPF license - Join new agents’ orientation to promote the benefits of becoming a registered MPF intermediary - Help to work collaboratively with Sales Support, Pension Operations and Relations Management Team to ensure a smooth onboarding of new pension clients - Assist to coordinate and participate in all kinds of sales & marketing activities such as seminars, conferences and promotional events - Provide assistance in the post-sale administrative, enrollment, and customer service support - Comply with regulatory and licensing requirements, internal policies and guidelines
Requisition ID
2022-35918
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 5 months ago(6/30/2022 1:32 AM)
- To provide good quality of service and ensure service level provide to MPF/ORSO clients are met with the company service pledge
Requisition ID
2022-35361
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 5 months ago(7/15/2022 3:17 AM)
- Handle daily administration of retirement schemes and perform customer service related activities;
Requisition ID
2022-35297
Job Locations HK-Kowloon
Requisition Post Information* : Posted Date 1 month ago(11/2/2022 6:40 AM)
The Sales Manager will be part of Mutual Fund Sales team, developing sales and providing client services for retail distribution channels, including local distribution banks, IFA and insurance agencies in Hong Kong. This is a great opportunity for candidate to grow a sales career in wealth management industry.   Other responsibilities include: - Provide routine product sales training/seminar/briefing to distribution partners & clients. - Managing client services for existing retail distribution partners. - Collaborate with investment specialist team to prepare retail sales deck and training materials.
Requisition ID
2022-35062