Oversee the daily operations of the branch, ensuring efficient customer service, cashiering, and administrative processes.
Act as the Person-in-Charge (PIC) in the absence of the Branch Manager and ensure smooth branch operations.
Ensure compliance with company policies, Standard Operating Procedures (SOPs), and regulatory requirements while maintaining accurate documentation and audit readiness.
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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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