Jobs Companies Prudential plc Distribution - Private Fund, Institution & HNW Manager

Über diese Distribution - Private Fund, Institution & HNW Manager Stelle bei Prudential plc

Prudential plc · Vor Ort · EITH I Bangkok - @ Mitrtown Office 9/F

Eastspring is a global asset manager with Asia at its core. We create a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career ambitions. We pledge to make Eastspring a place where you can Connect, Grow and Succeed.

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KEY RESPONSIBILITIES OF THE ROLE:
• Drive Fund Growth: Increase fund size to meet organizational targets.
• Product & Service Presentation: Prepare and present Private Fund, Institution & HNW and services to Fund Committees and members.
• Client Relationship Management: Maintain strong relationships with clients and ensure high satisfaction.
• Marketing & Communication: Update provident fund materials and execute marketing processes effectively.
• Client Advisory: Respond to inquiries and provide accurate information on Private Fund, Institution & HNW and related services.
• Regulatory Coordination: Work with Client Service team to submit required data to the SEC (e.g., fund setup, amendments).
• System Development Support: Provide input for designing and improving client service systems to enhance customer experience.
• Digital Platform Enhancement: Lead re-design initiatives for FundLink M Choice Online and Life Path Scheme.
• Event Management: Organize meetings, seminars, training sessions, and annual gatherings for Fund Committees and members.
• Cross-Functional Collaboration: Coordinate with Investment, Registrar, Client Service, Branding, IT, and other teams to support client needs.
• Corporate Engagement: Participate in company events such as Mutual Fund, Provident Fund, and LTF/RMF booths.
• Reporting & Budgeting: Prepare special monthly client reports, update monthly budgets, and calculate referral fees for agents. -Provide all important marketing data to Division HeadOthers as assigned
• Others assigned by team head and senior leaders.
QUALIFICATIONS and EXPERIENCE:
• Bachelor's degree in related fields
• 3-5 years in provident funds or asset management industry.
TECHNICAL/ FUNCTIONAL SKILLS:
• Expertise in institutional investment industry.
• Single license required
• Portfolio management; Regulatory compliance; Strategic business development
BEHAVIOURAL COMPETENCIES AND SKILLS:
• Strategic Leadership
• Analytical Thinking
• Negotiation
• Relationship Management

 

Eastspring is an equal opportunity employer.  We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.

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Über Prudential plc

We are Prudential. For every life, we are partners. For every future, we are protectors. Prudential plc provides life and health insurance and asset management to 17 million customers across 20 markets in Asia and Africa. We are headquartered in Hong Kong and have dual primary listings on the Stock Exchange of Hong Kong and the London Stock Exchange. We are focused on four strategic regions: Greater China, ASEAN, India and Africa. Our customers are served by around 55,000 agents and more than 200 bank partners. Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America or with the Prudential A

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