At Principal, we invest in what matters. And building dedicated teams is where it all begins. We’re drawn to people who bring outstanding perspectives, passion, and expertise to help us advance the financial security and well-being of our customers. We also aim to transform our growing business and drive positive change in the communities where we live and work.

When we invest in you, and you invest in us, great things happen.

We are looking for a Provident Fund Relationship Manager in Thailand to serves as the primary contact for corporate clients, state enterprise clients to ensure 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. 

What You’ll Do:
 

• Sales pitch with provident fund prospects:

-  Preparing proposal in comply with prospects’ term of reference or requirements and co-operate with C&R for the registration process for provident fund.

- Participating in prospect meetings and conducting presentations

- Working effectively with internal service team members and fund managers to ensure the achievement of provident fund sales and following up until the sales are closed.

- Complete onboarding process (KYC and AML)

• Relationship management with clients:

 - Establishing and maintaining effective relationships with all clients, contributing account retention and monitoring fund performance.

- Being a consultant for provident fund clients, provident fund committee and members in provident fund; for example, investment plan, benchmark, fund articles, tax benefits, online service, educational session for fund committee / members, etc.

• Improving services in response to clients’ feedback including Meeting & Workshop arranging and conducting meeting with provident fund clients on regular basis to report fund performance and company’s investment outlook
• Arranging and conducting provident fund member annual meeting at least once a year to report fund balance sheet & financial statement, fund performance, investment outlook, regulations and tax update.
• Update and review Provident Fund Fact Sheet and distribute to Fund Committee / members within the timeframe
• Identifying opportunities for greater profits including cross-selling appropriate products.
• Co-operate with other work units in the company such as Provident Fund Registrar, Legal, Operations and Investment Departments to ensure client satisfaction.
• Any other responsibilities/tasks as assigned by head of Provident Fund & Private Fund or the Management from time to time.

Who You Are:

• Bachelor’s degree or higher in any field (international program would be an advantage)
• At least 1 year experience in PVD or related field with 1-2 years in PVD
• Required Investment Consultant (IC) or Investment Planner (IP)License is a must and CFP is preferred.
• Excellent written and verbal communication in both Thai and English.
• Have Analytical skills, advisory and presentation skills, investment planning skills.
• Ability to work independently and in a team setting, detailed oriented, multi-task skill and operate under tight deadlines.

Job Location: near BTS Chidlom (Hybrid Workplace)

Who We Are

Principal Financial Group is a Fortune 500 global leader in financial services specializing in insurance, retirement, and asset management. We have 18,000 employees and 51 million customers around the world with over $714B in assets under management.