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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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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Financial Reporting & Operations: Handle full sets of accounts, assist in preparing financial reports, and maintain supporting schedules.
Accounts Payable (AP) & Receivables (AR): Oversee AR collection, follow up on outstanding payments, process AP invoices, and ensure timely vendor payments.
Reconciliation & Month-End: Conduct bank reconciliations, AR/AP reconciliations, and assist with smooth month-end closing procedures.
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Perform daily sales operations: Provide administrative support including data entry, invoice distribution, Salesforce activity tracking, and recordkeeping to ensure efficient team operations
Support sales documentation and reporting: Assist with preparing contracts, proposals, RFP responses, client call summaries, and booking and loyalty reports
Generate and qualify new business leads: Research, identify, and evaluate unmanaged and prospect accounts to build and maintain a qualified pipeline
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Calendar and schedule management - Manage the Director’s calendar, coordinate appointments, resolve scheduling conflicts, and ensure adequate preparation time for meetings and commitments.
Communications and correspondence - Screen and coordinate meeting requests, calls, and correspondence. Draft or prepare routine communications on behalf of the Director when required.
Travel and logistics - Arrange business travel, including flights, accommodation, transport, and itineraries. Organize supporting documents and assist with travel expense submissions.
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Full Sets of Accounts: Manage daily AP, AR, and GL transactions, prepare Journal Vouchers, and assist in monthly and year-end closing.
Receivables & Invoicing: Issue customer invoices, credit notes, and monthly Statements of Account (SOA); follow up on outstanding receivables to ensure healthy cash flow.
Payments & Reconciliations: Perform monthly bank reconciliations, process payment vouchers and petty cash, and verify monthly HR payroll reports against payout figures.
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Structured 12-month program with comprehensive training on both investment and insurance
Mentoring and guidance from industry experts, nurturing your professional growth
Providing the necessary skills and knowledge to excel in being a Personal Banker and progressing in your career thereafter towards being a future Priority Banking Relationship Manager
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Manage international shipment by liaising with supplier and forwarders for cargo readiness and shipment schedules.
Interface with internal/external freight forwarders, logistics providers, customs brokers, and other functional areas to coordinate incoming and outgoing shipment.
Able to handle Sea Freight Imp + Exp (FCL/LCL) and all shipment documents.
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Proactively identify and approach prospects for GGCC's commercial revenue streams — advertising spaces, sponsorships, event booth rentals, naming rights, and any other ancillary income opportunities.
Build and manage a pipeline of corporate clients and brand partners; track leads, follow-ups, and deal status consistently.
Prepare compelling sales proposals, sponsorship packages, and advertising rate cards tailored to each prospect's objectives.
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