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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.