Provident Fund Specialist (Manager Level)

Responsibilities: 
     To assist Head of Provident Fund & Private Fund for overall success of the Provident Fund Advisory Model Project. 
     To be responsible in proposing Fund Committee and/or employer the appropriate plan benefits for their employees. 
     Help employers; help their members to help themselves. Lead them to better outcomes for their PVD saving. 
     Provide Provident Fund members Education and tools on Retirement Readiness Concepts, Replacement Ratios and Asset Allocation Strategies. 
     Support and coordinate with Provident Fund Marketing team to service both Prospects & existing Clients. 
     Provide educational workshop to Provident Fund Members, training them to understand about investment options. 
     To support and responsible for acquiring a new Provident Fund & Private Fund Prospect. 
     Other assigned duties specified by Head of Provident Fund & Private Fund. 
     Any other responsibilities/tasks as assigned by the Management from time to time. 
     
Basic Qualifications: 
     Bachelor’s degree in Finance or related fields. 
     Investment Planner (IP License) or Single License is a must (CFP License would be advantage). 
     CFA/CISA level 1 or above is an advantage. 
     Ability to conduct/present training to a variety audience. 
     Excellence written and verbal communication skills both Thai and English. 
     Ability to work independently and in a team setting. 
     Strong working knowledge of Microsoft Office. 

Job Location:

Principal Asset Management Company Limited

44 CIMB THAI Building 16th Floor Langsuan Road, Lumpini, Pathumwan, Bangkok, 10330