Drive product awareness through various channels (panel of external brokers/personal bankers/relationship managers) to build new-to-bank (NTB) sales pipeline and drive the utilization for Share Margin Financing (SMF) business.
Implements the Bank's Compliance frameworks, reviews, and updates policies and procedures to ensure they comply with legal and regulatory requirements.
Define and deep-dive into luxury consumer personas - from our affluent trendsetters to our Ultra-High-Net-Worth private clients—curating specialized journeys for across Private Bank, HLB Priority and Branch Wealth Distribution.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Overall responsible for credit risk management and evaluation of C&C loans within portfolio with minimal accounts turning NPL/High Risk / Watchlist after review.
Candidates should possess strong administrative and organizational skills, including document management, scheduling, and coordination of meetings and activities.
Drive business development initiatives to grow the Private Retirement Scheme (PRS) and Unit Trust (UT) business through the agency distribution channel.
Responsible in managing database backup, recovery, data archiving, performance tuning, capacity forecast, database health monitoring and applying database patches
Oversee the organization, planning and coordination of sales & marketing activities such as new fund briefings, market update sessions and/or client seminars in order to support the Institutional Unit Trust Adviser (IUTA) distribution channels.
Oversee the organization, planning and coordination of sales & marketing activities such as new fund briefings, market update sessions and/or client seminars in order to support the Institutional Unit Trust Adviser (IUTA) distribution channels.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.