TA - PVD Manager
ประกาศจากแหล่งภายนอกคุณสมัครได้โดยตรง — เราจะพาคุณไปยังหน้าสมัครงานของบริษัท ไม่ต้องสมัครสมาชิก ไม่มีคนกลาง ไม่ต้องล็อกอิน ThaiJobz
รายละเอียดงาน
About the Company
Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people's career ambitions.
About the Role
To maintain correct member records including member information, contributions, resignation, allocation, rebalance, transfers and account balances and ensure effective execution aligned with company objectives.
Key Responsibilities
- Maintain accurate member records, including personal details, contributions, resignations, allocations, rebalancing, transfers, and account balances
- Process change requests in the transfer agency system and coordinate resolution of member inquiries
- Execute trades and manage account opening and transaction processing for PVD clients and internal business units
- Record client risk assessments and monitor transactions for compliance and accuracy
- Provide the guidance to support investment policy decisions aligned with individual member needs
- Ensure timely and accurate reconciliation of transactions and resolve discrepancies promptly
- Collaborate with internal teams and external stakeholders to deliver high-quality member services
- Others assigned by team head and senior leaders
Qualifications
- Bachelor's degree in related fields
- 3-5 years in asset management company
Technical Skills
- Strong knowledge of Provident Fund operations, including account opening, contributions, transfers, and reconciliation
- Expertise in AML/KYC compliance, transaction monitoring, and risk assessment
- Proficiency in Microsoft Office and TA-related systems
Skills and Competencies
- Attention to Detail: Ensure accuracy in member records and compliance documentation
- Problem-Solving: Address operational issues promptly
- Time Management: Handle multiple tasks under strict deadlines
- Communication Skills: Interact effectively with internal teams and external stakeholders
คุณสมบัติผู้สมัคร
- ประสบการณ์
- 3-5 ปี
- การศึกษา
- ไม่ระบุ
