About this role
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- Job Description
- Manage and maintain relationships with corporate and institutional clients for Provident Fund (PVD) services
- Recruit new corporate clients and grow existing accounts to achieve target AUM and fee income
- Prepare and present proposals in accordance with clients’ TOR to secure PVD mandates
- Provide tailor-made Provident Fund solutions to meet clients’ needs
- Advise clients on fund setup, fund changes, and PVD communication/promotion to employees
- Coordinate fund performance updates and reports as required
- Ensure full compliance with applicable laws, regulations, and internal policies
- Qualifications
- Bachelor’s degree or higher in Business Administration or related fields
- Investment Planner License required; CFP license is an advantage
- Experience in Asset Management business, especially private fund and/or provident fund marketing
- Strong corporate or institutional client-facing experience
- Excellent communication and interpersonal skills
- Ability to work independently, multitask, and manage priorities effectively
- We're committed to bringing passion and customer focus to the business.
- If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.
