Are you passionate about building relationships, helping people achieve their financial goals, and growing your career in the insurance industry? Join our dynamic team and take your career to the next level!
Job Responsibilities• Identify and develop new business opportunities through networking, referrals, and prospecting activities.• Build and maintain strong relationships with potential and existing clients.• Conduct financial needs analysis and provide suitable insurance and financial planning solutions.• Present and explain insurance products and services to clients professionally.• Follow up on leads and convert prospects into long-term clients.• Provide excellent after-sales service and continuous support to clients.• Participate in marketing campaigns, roadshows, and business development activities.• Stay updated on industry trends, market developments, and company products.
Serve as the primary point of contact for customer inquiries via phone, email, and chat, providing timely and accurate information about products and services.
Effectively troubleshoot and resolve customer issues, demonstrating strong problem-solving skills and a patient, empathetic approach.
Proactively identify opportunities to enhance the customer experience and escalate complex issues to the appropriate departments when necessary.
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Are you passionate about building relationships, helping people achieve their financial goals, and growing your career in the insurance industry? Join our dynamic team and take your career to the next level!
Job Responsibilities• Identify and develop new business opportunities through networking, referrals, and prospecting activities.• Build and maintain strong relationships with potential and existing clients.• Conduct financial needs analysis and provide suitable insurance and financial planning solutions.• Present and explain insurance products and services to clients professionally.• Follow up on leads and convert prospects into long-term clients.• Provide excellent after-sales service and continuous support to clients.• Participate in marketing campaigns, roadshows, and business development activities.• Stay updated on industry trends, market developments, and company products.
If you are looking to excel and make a difference, take a closer look at us…
Key Responsibilities and AccountabilitiesFunctional (Job Responsibilities)• 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.• Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.• Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).Organizational (Organizational Responsibilities)• Building and maintaining close relationships with relevant stakeholders and supporting internal functions.• Adhere to department Standard Operating Procedures (SOP) in complying with audit, compliance, and regulatory guidelines.• Perform other responsibilities or projects assigned under the Group or Bank’s initiatives.Jobholder RequirementsEducation/Qualification• Minimum a Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field.• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements.Experience• Wealth Executive: 0 - 2 years of sales experience in financial services.• Senior Wealth Executive / Associate Wealth Manager: 3 years and above of relevant experience in wealth management or priority banking.Special Skills• Strong analytical and problem-solving skills with a focus on financial planning.• Excellent communication and interpersonal skills to build trust with high-net-worth clients.• Proactive, self-starting attitude with a strong drive for results.
Prepare Full Set of Accounts of the Joint Venture Company.
To plan, review, implement, maintain financial accounting costing and billing systems, including development of effective financial policies and procedures
To prepare financial analysis, feasibility studies, forecasts and tax planning.
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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.
...
Prepare Full Set of Accounts of the Joint Venture Company.
To plan, review, implement, maintain financial accounting costing and billing systems, including development of effective financial policies and procedures.
To prepare financial analysis, feasibility studies, forecasts and tax planning.
...
Support the day-to-day commercial operations of the mixed-use development, including marketing, leasing, tenant management, events, and facility coordination.
Coordinate marketing campaigns, promotional activities, branding initiatives, and social media content to enhance brand awareness, visitor traffic, and tenant engagement.
Manage event space enquiries and coordinate venue bookings, activations, roadshows, launches, and community events.
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Maintain credit transfer records and ensure compliance with University policies and procedures.
Coordinate and manage domestic and international student admissions, ensuring accurate application processing, complete documentation, data integrity, confidentiality, and compliance with University policies, procedures, and service standards.
Ensure that Application Management System is maintained and applied appropriately to capture important information for reporting purposes
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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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