Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Budgeting & Forecasting: Drive the monthly and quarterly financial rolling forecasts, analyzing CAPEX/OPEX spending and updating corporate reporting systems (e.g., COGNOS) to meet global FP&A schedules.
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets