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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Plan, create, and schedule social media content for TikTok and Facebook.
Produce short videos, reels, and posters related to healthcare education, promotions, and clinic activities.
Collaborate with the marketing team and clinic staff for real-life content creation (testimonials, community programs, consultations – with consent).
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Menguruskan set lengkap perakaunan syarikat (Full Set: AP, AR, GL, Bank Reconciliation, Fixed Assets).
Menyediakan Penyata Kewangan Bulanan (Management Accounts: P&L, Balance Sheet, Cash Flow) tepat pada tarikh tutup (cut-off).
Mengendalikan proses transisi rekod perakaunan dari Enterprise ke Sdn Bhd termasuk opening balances, asset acquisition, dan inter-company/director balances.
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Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;
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 as deemed fit for Branch Ops;
Learn and use I-Pads/other devices (if applicable to branch) for customer service/ cross selling;
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· Prepare preliminary land-lot layout plans, subdivision sketches, access/road reserve options and plot arrangement drawings based on geran/title, survey information, land area and internal development requirements.
· Convert information from geran, survey plans, site sketches, Google Earth/Maps and consultant inputs into clean CAD drawings and presentation-ready layout plans.
· Check basic land details including lot number, mukim/daerah, area, boundaries, access, neighbouring lots and relevant title restrictions where provided.
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