Main Responsibilities
Strategy
Execute the strategic client service and retention plan for the Corporate Life & Pensions Division under the guidance of the Team Leader.
Support the implementation of business growth initiatives by identifying cross-selling and upselling opportunities across pension and investment products.
Conduct market intelligence on pension and investment trends to inform client engagement and investment communication strategies.
Support management in analyzing client portfolios to enhance service efficiency and strengthen business relationships.
Relationship Management
Serve as the primary point of contact for assigned pension scheme clients, trustees, and members, ensuring consistent, timely, and professional communication.
Coordinate onboarding for new schemes and ensure compliance with documentation and RBA requirements.
Facilitate member education sessions, trustee meetings, and client briefings to promote awareness and confidence in Jubilee Life's products and services
Maintain proactive client communication through periodic updates, newsletters, and feedback sessions.
Develop and nurture long-term relationships with corporate clients, enhancing retention and satisfaction levels.
Operational Excellence
Collaborate with internal departments (Pension Operations, Finance, Legal, IT) to ensure efficient service delivery,
query resolution, and timely response to client requests.
Monitor contribution collections, benefit processing, and reconciliations in coordination with relevant teams to meet
agreed turnaround times.
Support the preparation and review of scheme reports, benefit statements, and other client deliverables.
Maintain accurate and up-to-date client records, service logs, and meeting documentation in line with operational policies.
Coordinate with external administrators and auditors to ensure timely submission of reports and compliance
Skills and Competency Development Index: 100% compliance with your training plan annually to support personal
and professional growth, ensuring alignment with career paths and future challenges.
Cultural Alignment Index (CAI): Attain the Company's CAI target score by embedding Jubilee's values (e.g., innovation, teamwork, excellence) into project execution and team dynamics.
Conflict Resolution: Address interpersonal or project-related conflicts constructively, maintaining team morale and focus on shared goals.
Resource Advocacy: Communicate needs (e.g., tools, training, support) to supervisors to ensure personal and team success.
Key Competencies
Relationship Management & Stakeholder Engagement
Investment Awareness & Analytical Thinking
Customer Service Orientation
Report Writing & Presentation Skills
Knowledge of Pension Regulations and RBA Guidelines
Attention to Detail & Data Accuracy
Teamwork and Collaboration
Ethical Integrity and Professionalism
Academic Background & Relevant Qualifications
Bachelor's degree in Business Administration, Finance, Economics, or Actuarial Science from a recognized institution.
Professional certifications in pensions, financial planning, or customer relationship management (e.g., CRM, TDPK, CII, CIFA, CISI, or RBA-accredited programs) are highly desirable.
A Master's degree will be an added advantage.
Minimum of 4 - 6 years of experience in client relationship management, preferably within life insurance, pension administration, or fund management.
Demonstrated experience in managing institutional clients, pension schemes, or investment accounts.
Proven track record in client reporting, investment communication, and regulatory compliance.
Strong analytical and problem-solving abilities with attention to accuracy and detail.