Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Financial Control & Governance: Ensure compliance with accounting standards, maintain General Ledger accuracy for GO cost centres, review accruals/journals, lead quarterly reconciliations, and collaborate with external auditors during half-year and annual reviews.
Attend to customers and assist CRMs in various wealth product transactions and account opening as needed or resolve problems highlighted by them immediately and accurately
Strong customer service and relationship-building skills, with the ability to conduct needs-based consultations and provide clear product explanations.
Credit evaluation of Watch List (“WL”) and High Risk (“HR”) accounts, identify area of concerns, recommend appropriate actions/strategies to address the risk factors and conducting site-visit together with BC when necessary.
Relationship Managers (RM) Briefing - Provide assigned RMs/branches/region with market updates and guidance on investment strategies (in line with the house views) as well as updates on changes to investment advisory processes.
Bachelor’s degree in Sustainability, Environmental Management, Communications, Public Relations, Business Administration, Social Sciences or a related field. A postgraduate qualification would be an added advantage.
Plans, organizes, directs and controls the business, operations and administration of the Branch with discretion necessary to fulfill the Bank's goals and policies.
Source for prospective clients for secured lending products through business alliances such as lawyers, insurance agents, real estate agents and any other partner-in-sales.
To assist and coordinate in the risk identification and management activities for airports, departments, and units for Malaysia Airports Holdings Bhd. and the group of companies and to maintain risk management information system, MArs.
System & Media Scheduling: Schedule and monitor clients' airtime bookings, key in sales orders, issue contract confirmations, cross-check broadcast logs, and prepare revenue reports.