Principal Asset Management Co., Ltd.

Independent Financial Advisor (IFA) – Marketing

Principal Asset Management Co., Ltd.
Salary negotiable
Posted on 22 Feb 2021

Independent Financial Advisor (IFA) – Marketing

Principal Asset Management Co., Ltd.

Job Highlights

  • Bachelor's degree or higher in Marketing, Finance
  • Single license certification is a must
  • CFP license is preferable

Job Description

Job Purpose : Manage and coordinate with IFA agents to facilitate the initial sales and after sales support to all IFA agent.

Job Responsibility

  • To properly recruit qualified IFA as per compass plan
  • Lead the development of selling tools for initiatives and create marketing activities / promotions / incentives to boost-up sales volume
  • Conduct marketing plan and suggest new solutions to serve need of IFA agents
  • Keep up with IFA agent’s product demands and requirements.
  • Understands overall existing mutual fund product and competitors in order to provide and advice key sales techniques and selling points that will be used to help IFA agents offer products to end clients.
  • Ensuring that all regulatory compliance issue are settled / met by the SEC, SET and all relevant authorities.
  • Any other responsibilities/tasks as assigned by the Management from time to time.

Qualification :

  • Bachelor's degree or higher in Marketing, Finance and Banking, Business administration or related fields.
  • Single license certification is a must.
  • CFP license is preferable.
  • Minimum 5 years' experience in mutual fund field or wealth management or insurance company is preferable.
  • Good command of English
  • Computer skills especially Ms. Word, PPT and Excel.
  • Ability to work in a team setting.

Job Location: Principal Asset Management Company Limited, 44 CIMB THAI Building 16th Floor Langsuan Road, Lumpini, Pathumwan ,Bangkok, 10330


Human Resources Department.

Tel. 02-686-9512, 02-018-3482

Additional Information

Career Level
Entry Level
Years of Experience
5 years
Job Type
Full Time, Permanent

Company Overview

 About Principal

We help people and companies around the world to build, protect, and advance their financial well-being with our retirement, insurance, and asset management expertise. With innovative ideas and real-life solutions, we help make financial progress towards a more secure financial future possible for clients of all income and portfolio sizes. 

A member of the FORTUNE 500®, Principal has USD $668 billion in assets under management and we serve more than 22 million customers with offices in 19 markets throughout Asia, Australia, Europe, Latin America, and North America. 

Since 2004, Principal has been proud to partner with CIMB in Southeast Asia to help more individuals achieve their long-term financial goals through a wide variety of solutions that include: 

  • Equities
  • Fixed income
  • Cash management
  • Property and REITs
  • Custom portfolio management
  • Pension products

We are looking for a professional dynamic and skilled personnel to join us based in Principal Asset Management Co., Ltd. Thailand (formerly known as CIMB-Principal Asset Management Co., Ltd.) in the following position:

Additional Company Information

Benefits & Others
Dental insurance, Five-day work week, Life insurance, Medical insurance, Performance bonus, Travel allowance