Grow the Existing to Bank (ETB) SME base of retail community businesses (Sole Prop, Partnerships, or Sdn Bhds with Annual Sales Turnover (AST) of below RM 10m to grow product holdings and profitabilit
Conduct Due Diligence and KYC: Ensure thorough Customer Due Diligence (CDD) and Know-Your-Customer (KYC) checks are performed prior to onboarding existing-to-bank entities, guaranteeing compliance with mandatory banking policies and procedures.
Manage and grow a portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients through holistic wealth management and private banking solutions.