Provident Fund Relationship Management Manager
2 weeks ago
**Responsibilities**:
Principal is looking for a well organized multitasker who thrives under pressure to fulfill the
**Provident Fund Relationship Manager** role This role will be
**strategic partner to our clients and provide creative slotions** to help clients achieve their goals. Strong customer focus, effective communication and strategic thinking are key to being successful
**Your day will be filled with**:
- Preparing proposal and presentations in comply with prospects’ term of reference or requirement.
- Establishing and maintaining effective relationships with all clients and contributing account retention.
- Working effectively with internal service team members and fund managers to ensure the achievement of provident fund sales established targets.
- Being a consultant for fund committee and members in provident fund area; for example, investment plan, benchmark, fund articles, tax benefits, etc.
- Monitoring fund performance and updating all required documents in compliance with Law and regulations
- Perform other related tasks and special projects that may be required.
Qualifications:
- Bachelor's degree in any related field.
- Experience in Financial service or investment management industry would be advantage.
- Investment Consultant (IC) License or CFP is required.
- Ability to work independently and in a team setting.
- Demonstrate an ability to multi-task and operate under tight deadlines & pressure.
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