Perform and initiate annual compliance review plan, taking into consideration of the following: 208 branches nationwideHealth checks for business/functional areas across the bankGap assessments on new and/or revised regulatory requirementsForward-looking, current or emerging risk relating to regulations across all sectorsNew regulations that have been issued and/or updated by the regulators and fully implemented by the Bank within the past yearPast incidences / non-compliances
Always keep abreast with the latest regulatory updates, trends and best practices.
Collaborate with management to appropriately evaluate and investigate compliance issues/concerns identified during the review.
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Perform and initiate annual compliance review plan, taking into consideration of the following: 208 branches nationwideHealth checks for business/functional areas across the bankGap assessments on new and/or revised regulatory requirementsForward-looking, current or emerging risk relating to regulations across all sectorsNew regulations that have been issued and/or updated by the regulators and fully implemented by the Bank within the past yearPast incidences / non-compliances
Always keep abreast with the latest regulatory updates, trends and best practices.
Collaborate with management to appropriately evaluate and investigate compliance issues/concerns identified during the review.
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Drive the development, enhancement, and commercialization of receivables and collection products across the Transaction Banking portfolio.
Oversee the design and implementation of collection solutions, including domestic and cross-border collections, instant payments, and real-time settlement capabilities.
Collaborate with internal and external stakeholders to develop tailored solutions for corporate, SME, and government clients.
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Drive the development, enhancement, and commercialization of payment products and solutions across the Transaction Banking portfolio.
Oversee the design and implementation of payment solutions, including domestic and cross-border payments, instant payments, and real-time settlement capabilities.
Collaborate with internal and external stakeholders to develop tailored payment solutions for corporate, SME, and government clients.
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Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
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Proactively acquire, develop, and retain a portfolio of affluent and high-net-worth individual clients, focusing on building long-term relationships.
Conduct in-depth financial needs analysis for clients, understanding their financial goals, risk appetite, and investment objectives.
Develop and present comprehensive financial plans and solutions, encompassing a wide range of Premier Banking products and services (e.g., investments, wealth management, insurance, loans, deposits).
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Acquire new credit card customers through various sales activities such as roadshows, corporate sales counters, personal appointments, and sales blitzes.
Achieve assigned personal sales targets.
Key in application details and upload supporting documents into the Flash System accurately and promptly.
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Proactively identify and engage with potential and existing clients to understand their financial needs and objectives.
Conduct comprehensive financial needs analysis, including assessing risk tolerance, investment horizons, and financial aspirations.
Develop and present personalized financial plans and recommendations covering areas such as savings, investments, insurance, retirement planning, and wealth management.
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Support the development and maintenance of strong relationships with large corporate clients by understanding their business and financial needs.
Assist in preparing credit proposals, financial analyses, and supporting documentation in compliance with internal policies and regulatory requirements.
Conduct market and industry research to identify business opportunities, emerging trends, and competitive developments.
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