Provides brand team support in an efficient, professional manner in the team. This role includes but not limited to: -
Event planning and coordination, that includes, where applicable, facilitate and manage RFQs, RDAs, material due diligence process management, identifying vendors to solicit quotations (as per procurement SOP) and vendor creation / management; logistic arrangements for meetings (hotels, flight, transportation, meals, etc.; prepare agreements and documents related to events e.g., consultancy agreements, HCO agreements etc;. Events includes both internal and external events for internal ZPT team and/or external (HCOs, PO, societies)
Vendor management, whereby applicable, facilitate and manage RFQs, RDAs, material due diligence process management, identifying vendors to solicit quotations (as per procurement SOP) and vendor creation / management.
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Provides brand team support in an efficient, professional manner in the team. This role includes but not limited to: -
Event planning and coordination, that includes, where applicable, facilitate and manage RFQs, RDAs, material due diligence process management, identifying vendors to solicit quotations (as per procurement SOP) and vendor creation / management; logistic arrangements for meetings (hotels, flight, transportation, meals, etc.; prepare agreements and documents related to events e.g., consultancy agreements, HCO agreements etc;. Events includes both internal and external events for internal ZPT team and/or external (HCOs, PO, societies)
Vendor management, whereby applicable, facilitate and manage RFQs, RDAs, material due diligence process management, identifying vendors to solicit quotations (as per procurement SOP) and vendor creation / management.
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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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Execute end-to-end warehouse operations by assisting in the receiving, storing, and issuing of materials in compliance with company procedures and quality standards.
Manage goods movement by ensuring materials are correctly labeled, stored, and handled according to established SOPs and inventory control procedures.
Support inventory control through participation in cycle counts, physical inventory checks, and the maintenance of accurate record updates.
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Execute end-to-end warehouse operations by assisting in the receiving, storing, and issuing of materials in compliance with company procedures and quality standards.
Manage goods movement by ensuring materials are correctly labeled, stored, and handled according to established SOPs and inventory control procedures.
Support inventory control through participation in cycle counts, physical inventory checks, and the maintenance of accurate record updates.
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Manage accounts payable and receivable activities, including invoice processing, payments, collections, bank reconciliations, and maintaining accurate records.
Support tax, e-invoicing, audit, and regulatory compliance requirements while ensuring adherence to company policies and procedures.
Maintain accurate financial records and support month-end reporting activities.
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Draft and schedule class timetables to ensure effective resource planning and compliance with established procedures.
Liaise with the Facilities Department on classroom bookings based on budgeted student enrolment for each programme and resolve any related issues promptly.
Assist in venues arrangement for events and additional or replacement classes upon HOP approval.
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We are looking for a responsible, detail-oriented and hands-on Account Executive to join our Finance & Accounts team.
This role will be responsible for the day-to-day management of Accounts Receivable (AR), Accounts Payable (AP), e-commerce accounting transactions, bank reconciliation, payment processing and general accounting administration.
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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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Responsible to prepare/update training content, arrange and planning, regularly conduct product trainings for external customers including developers, consultants, architect, contractors, institutions (CSR training)
Responsible to develops & administers training programs for employees & customers.
Responsible to creates training content that related to customer needs and requirements.
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Responsible for the full spectrum of HR functions including recruitment, C&B, performance management, training & development, payroll processing and other HR administration
To conduct an effective disciplinary process
To prepare HR related reports accurately and timely manner including headcount and movement
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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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Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
To actively cross selling Banking/Financial products.
Assess/evaluate and propose credit applications diligently.
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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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