Marketing Strategy
Digital Marketing
Campaign Management
Brand Management
Content Creation
SEO/SEM
Market Research
Team Leadership
Budget Management
Data Analysis
Communication Skills
Client Relations
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Key Responsibilities and Accountabilities
Functional (Job Responsibilities)• 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.• Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.• Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).Organizational (Organizational Responsibilities)• Building and maintaining close relationships with relevant stakeholders and supporting internal functions.• Adhere to department Standard Operating Procedures (SOP) in complying with audit, compliance, and regulatory guidelines.• Perform other responsibilities or projects assigned under the Group or Bank’s initiatives.Jobholder RequirementsEducation/Qualification• Minimum a Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field.• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements....
Assist customers in selecting appropriate products, including OTC medications, health supplements, personal care items, and other pharmacy-related products.
Provide basic advice for managing minor ailments such as colds, allergies, and general wellness needs.
Refer complex health inquiries or prescription-related questions to the Health Advisor or pharmacist for further guidance....
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....
Develop and implement business development strategies aligned with Company growth and revenue targets.
Identify and evaluate new business opportunities from government agencies, GLCs, private sector organisations, corporate clients and other potential clients.
Monitor market trends, procurement plans and upcoming opportunities....