TA - PVD Manager

Benefits

Additional Information

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. We pledge to make Prudential a place where you can Connect, Grow, and Succeed. ROLE PURPOSE: 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 OF THE ROLE: - 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 as may be assigned. - Others assigned by team head and senior leaders. QUALIFICATIONS and EXPERIENCE: - Bachelor's degree in related fields - 3-5 years in asset management company. TECHNICAL/ FUNCTIONAL 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. BEHAVIOURAL COMPETENCIES AND SKILLS: ⦁ 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. Prudential 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.