Responsibilities:
- Sales pitch with provident fund prospects:
- Preparing proposal in comply with prospects’ term of reference or requirements and co-operate with C&R for the registration process for provident fund.
- Participating in prospect meetings and conducting presentations
- Working effectively with internal service team members and fund managers to ensure the achievement of provident fund sales and following up until the sales are closed.
- Relationship management with clients:
- Establishing and maintaining effective relationships with all clients, contributing account retention and monitoring fund performance.
- Being a consultant for private fund clients, provident fund committee and members in provident fund; for example, investment plan, benchmark, fund articles, tax benefits, etc.
- Improving services in response to clients’ feedback including Meeting & Workshop arranging and conducting meeting with provident fund clients on regular basis to report fund performance and company’s investment outlook
- Arranging and conducting provident fund member annual meeting at least once a year to report fund balance sheet & financial statement, fund performance, investment outlook, regulations and tax update.
- Identifying opportunities for greater profits including cross-selling appropriate products.
- Co-operate with other work units in the company such as Legal, Operations and Investment Departments to ensure client satisfaction.
- Any other responsibilities/tasks as assigned by head of Provident Fund & Private Fund or the Management from time to time.
Qualifications
- Bachelor’s degree or higher in any field (international program would be an advantage)
- At least 1 year experience in PVD or related field with 1-2 years in PVD
- Required Investment Consultant (IC) or Investment Planner (IP)License is a must and CFP is preferred.
- Excellent written and verbal communication in both Thai and English.
- Have Analytical skills, advisory and presentation skills, investment planning skills.
- Ability to work independently and in a team setting, detailed oriented, multi-task skill and operate under tight deadlines.
