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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Ensure smooth day-to-day administrative operations while fostering a high-performing and service-oriented team culture.
Liaise professionally with internal employees, government agencies, clients, suppliers, and external stakeholders.
Oversee administrative and facility management functions including canteen operations, employee dormitories, landscaping and cleaning services, on-site security, and workplace cleanliness and orderliness.
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To carry out and implement daily sales activities as per the SOP sales order procedures and work instructions.
To attend and follow up with the overseas project prospect, customer and agent trade enquiries.
To implement overseas project prospect pre-qualifying administration and arrange for posting of catalogues, corner samples and price proposal to the potential prospect.
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Arrange and oversee lorry periodic maintenance, inspections, and servicing schedules, including statutory renewals such as road tax, insurance, and PUSPAKOM inspections.
Handle unplanned vehicle breakdowns, including roadside assistance and coordination of replacement arrangements.
Monitor and track fleet movement to ensure timely and safe deliveries.
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