SFC RA 1/4/9 Representative

WE GIVE U MORE. http://www.gumhk.com Pioneers GUM, previously known as Gain Miles, has re-startup our brands as a prestigious boutique consulting firm in the Health and Wealth Industry in 2022. GUM, as a MPF expert, pioneered in providing MPF solutions and financial consulting services for over 42 years of market experience and is dedicated to giving you more inspiration, wealth and happiness. Fast-Learning GUM is devoted to creating a fast-learning environment for our staff in which we encourage learning through practice by innovating methods to resolve our clients’ MPF inquiries. We embrace a dynamic and open work environment with a simple organizational structure and proper delegation that facilitates constructive feedbacks and guidance. Team work We truly believe that a mutually supportive and high tolerance for failures atmosphere is conducive to employee autonomy and team performance, where new ideas will be tested by trial and error and staff will be equipped with the necessary skills for uncertainty. People are our greatest assets, our adamant belief is to immerse people-oriented elements into our culture by proactively encouraging the exchange of knowledge and ideas, inheriting experience from our veteran experts and promoting self-initiated learning. We understand career progression is vital to our people, GUM provides ample opportunities and sufficient career mobility to shape job capabilities and cultivate work-specific skills. We are looking for motivated and resilient people to join our GUM Family. Embark on our journey to fulfil your career aspiration and gain full support to unleash your potential for excellence AI-Enabled Production Transformation Help build and enhance AI-assisted workflows to improve the speed, consistency, and quality of sales materials, while driving process efficiency through data-driven problem solving. High-Impact, High-Ownership Role Own critical reporting and production deliverables, ensuring accuracy, timeliness, and continuous process improvement in a fast-paced environment. Cross-Functional Analytical Exposure Work across MPF presentation production, index analytics, market research, and ORSO monitoring, providing broad exposure to data analysis, business insights, and investment-related reporting.

About The Role
We are seeking a proactive and detail-minded Assistant Manager / Senior Officer to support MPF reporting and sales materials production. This role combines hands-on reporting execution with workflow improvement. You will help maintain production quality while supporting the rollout of a standardized AI-enabled deck production process. What Makes This Opportunity Attractive Play a key role in core reporting and production deliverables that directly support management and stakeholders. Contribute to practical AI adoption in day-to-day production workflow Gain exposure across index work, market reporting, data governance, and stakeholder coordination. Strong performers can take ownership quickly and grow across both operations and process transformation.

Key Responsibilities
Manage sales materials production workflow, tracker accuracy, and on-time delivery, while helping build and maintain AI-enabled production standards and controls. Perform and validate Press Release / MPF index calculations accurately, investigate unusual results, and escalate issues promptly. Prepare market analysis reports on schedule with clear, consistent, and accurate reporting quality. Maintain reporting schedules, data integrity, and complete supporting documentation standards. Support periodic ORSO updates, including performance and fee data maintenance and scheme change monitoring. Coordinate effectively with supervisors, internal teams, and external providers to ensure smooth execution. Candidate Profile — What We Look For Relevant experience in MPF/pension reporting, fund operations, investment reporting, or related support functions. Strong Excel and data-checking skills, with practical numerical validation ability. Detail-oriented, organized, and dependable under deadlines. Clear and professional communication with management, team members, and external stakeholders. Practical ability to improve and standardize workflows; experience using AI tools for content production and quality control is an advantage. Qualification Requirements Bachelor's degree in Finance, Economics, Business, Data/Analytics, or related disciplines. Holder of SFC Type 1, Type 4 and Type 9 Representative Licences is preferred. Relevant experience in reporting, operations, or analysis functions related to MPF or investment support. Proficiency in Microsoft Excel and PowerPoint. Good command of written and spoken English and Chinese. Candidates with less experience will be considered for the Senior Officer position.

We Offer
5-day work week. Collaborative and performance-driven team culture. Opportunity to contribute to AI-enabled workflow transformation in a core business function. Competitive remuneration package and staff benefits. Ideal For Candidates Who Want To Take ownership of high-accuracy reporting and production deliverables. Build practical exposure in AI-enabled business workflow transformation. Develop broad experience across analytics, reporting, and stakeholder coordination. Join the GUMbees today Ready to fly high in your career? Interested candidate please submit your full resume with availability, current and expected salary by clicking "Apply Now". All personal data provided will be treated with strictly confidential and will be used for the recruitment process only. Unsuccessful applications will be properly discarded within 3 months.