SCBAM-SCBAM – Relationship Management – Provident Fund (Senior Associate)

Job Description

• Manage and maintain relationships with corporate and institutional clients for Provident Fund (PVD) services
• Recruit new corporate clients and grow existing accounts to achieve target AUM and fee income
• Prepare and present proposals in accordance with clients’ TOR to secure PVD mandates
• Provide tailor-made Provident Fund solutions to meet clients’ needs
• Advise clients on fund setup, fund changes, and PVD communication/promotion to employees
• Coordinate fund performance updates and reports as required
• Ensure full compliance with applicable laws, regulations, and internal policies

Qualifications

• Bachelor’s degree or higher in Business Administration or related fields
• Investment Planner License required; CFP license is an advantage
• Experience in Asset Management business, especially private fund and/or provident fund marketing
• Strong corporate or institutional client-facing experience
• Excellent communication and interpersonal skills
• Ability to work independently, multitask, and manage priorities effectively