Pension Management Consultant (Fresh Grad/IANG/Mandarin speaking Welcome)

We are a leading financial services firm that has been helping individuals and families achieve their financial goals for over 20 years. Our mission is to empower our clients to make informed decisions and build lasting wealth. With a team of experienced professionals and a commitment to excellence, we strive to provide personalised, comprehensive financial solutions tailored to each client's unique needs. Key responsibilities Assessing clients' current pension arrangements and retirement readiness, conducting comprehensive financial analysis to identify gaps and opportunities Conducting regular reviews of pension portfolios and recommending adjustments to optimise performance and ensure alignment with changing client needs Liaising with pension providers, trustees and other financial professionals to facilitate smooth implementation of pension strategies Preparing detailed pension management reports and presenting findings to clients in a clear and accessible manner Staying abreast of changes in pension legislation and tax regulations, ensuring advice remains compliant and up-to-date Building and maintaining strong client relationships through professional communication and exceptional service delivery Requirement • Relevant professional qualifications in financial planning or pension management, such as Diploma in Financial Planning (DFP) or equivalent recognised credentials • Minimum of 1-2 years' experience working in pension planning, financial advisory or a related role within the financial services sector • Comprehensive knowledge of pension legislation, tax implications and retirement planning strategies • Strong analytical and numerical skills with the ability to interpret complex financial data and communicate findings effectively • Excellent client-facing skills with the ability to build trust and rapport with clients from diverse backgrounds Apply now If you are a skilled Pension Management Consultant seeking a rewarding opportunity with a progr