Serves as the primary contact for foreign/Thai institutional corporate/distributors and individual clients and ensures all relationship issues are addressed professionally and in a timely manner. This includes ensuring overall client satisfaction and preserving and expanding all assigned client relationships.

Responsibilities:

• Sales pitch with private fund prospects:
  • looking for potential PF prospects
  • preparing proposal in comply with prospects’ term of reference or requirement
  • preparing presentations and working effectively with internal service team 
  • members and fund managers to ensure the achievement of private fund sales
  • established targets
  • participating in prospect meetings and conducting presentations
  • following up until the sales are closed
  • co-ordinate with Legal & Compliance Department to ensure that all contracts and
  • related documents comply with laws and regulations

• Relationship management with clients:
  • establishing and maintaining effective relationships with all clients and contributing account retention
  • being a consultant for private fund clients, investment plan, benchmark, tax aspects, etc.
  • delivering monthly reports to clients
  • arranging and conducting meeting with clients on regular basis to report fund   
  • performance and company’s investment outlook
  • monitoring clients’ private fund portfolios and recommend appropriate asset  
  • allocation solutions to clients in line with client objectives and investment goals  
  • monitoring fund performance
  • updating customer’s profiles / KYC/ CDD / ECDD
• Cross-selling appropriate products
• Servicing and facilitating selling agents/ referral agents’ requirement
  • responsible for pitching and providing information for selling agents/ referral agents
  • support and coordinate with selling agents/ referral agents to close sales of private fund to prospects
  • training and coaching selling agents/ referral agents on product knowledge

• Co-operate with other work units in the company such as Legal, Operations and   Investment    Departments to ensure client satisfaction
• Other assigned duties specified by Head of Provident Fund & Private Fund
• Any other responsibilities/tasks as assigned by the Management from time to time

Qualifications:

• Bachelor’s degree or higher in any field (international program would be an advantage)
• Investment Consultant (IC), Investment Planner (IP)
• CFP preferred
• At least 1-2 years experience in Private Fund business
• Good command of spoken and written English
• An interest in financial products and markets
• Accuracy and attention to detail
• Excellent written and verbal communication as well as presentation skills
• Excellent in computer skill
• Be a strategic thinker with analytical mind
• Positive attitude, willing to learn new things, fast learner
• Ability to work independently and in a team setting
• Ability to multi-task and operate under tight deadlines
• Ability to build & maintain strong relationship with Clients

Contact

Human Resources Department.

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

 About Principal