Support Project Managers in planning and managing IT projects across banking applications, digital banking, payments, infrastructure, cybersecurity, and other technology initiatives.
Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
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Provide exemplary customer service to High Net Worth Clients and contribute to expected levels of CSAT (Customer Satisfaction) scores;
Accept and process transactions (deposits, withdrawals, Remittances, ANSB and any other products launched by the Bank) in a timely and accurate manner while;
Carry clear targets for specific products – CASA and FD Book growth and account opening, cross selling of PL, Credit Cards, Portfolio Sales and ASBF Funding and any other product
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Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
...
Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
...
Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
...
Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
...
Company Description FinAIMS is a financial services company established in 2018, committed to helping clients achieve their financial goals at every stage of life. Backed by more than 50 years of combined industry experience, the team offers a wide range of financial services that support long-term financial well-being. The company focuses on creating a lasting positive impact for clients and team members through strong values, passion, and client-centric service. FinAIMS provides continuous professional development, exposure to personal finance management, and opportunities to explore a career in financial consulting or earn additional income. Interested individuals can learn more about career opportunities and services by visiting https://finaims.com/.
Role Description
FinAIMS is looking for an Investment & Business Intern who is curious about financial markets, investments and how a financial services business operates.
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Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
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Day-to-Day Accounting: Record daily financial transactions, prepare journal entries, and maintain the general ledger system (FULL SET).
Month-End & Year-End Close: Execute month-end and year-end closing activities, including accruals, prepayments, and intercompany transactions within strict deadlines.
Balance Sheet Reconciliations: Prepare and review monthly balance sheet schedules and bank reconciliations to ensure accuracy and resolve variances promptly.
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Company Description FinAIMS is a financial services company established in 2018, committed to helping clients achieve their financial goals at every stage of life. Backed by more than 50 years of combined industry experience, the team offers a wide range of financial services that support long-term financial well-being. The company focuses on creating a lasting positive impact for clients and team members through strong values, passion, and client-centric service. FinAIMS provides continuous professional development, exposure to personal finance management, and opportunities to explore a career in financial consulting or earn additional income. Interested individuals can learn more about career opportunities and services by visiting https://finaims.com/.
Role Description
FinAIMS is looking for an Investment & Business Intern who is curious about financial markets, investments and how a financial services business operates.
...