To provide appropriate financial solutions to our Premier Banking customers and expand the Premier Franchise by acquiring new Premier Banking customers via various marketing initiatives.
To plan, organize, participate and execute event and sales activities inline with the Premier Banking business direction and related sales initiatives.
To provide excellent customer experience to our Premier Banking customers at all touch points via 3 distinctive service elements ie cared for, excellent and enhanced value.
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Develop and implement portfolio management strategies that optimise returns whilst managing risk in accordance with client mandates and regulatory requirements
Monitor and analyse portfolio performance against established benchmarks and key performance indicators
Conduct comprehensive investment analysis and due diligence on potential investment opportunities across various asset classes
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Ensure the company complies with the Capital Markets and Services Act 2007 (CMSA), SC Licensing Handbook, Guidelines on Compliance Function for Fund Management Companies, AML/CFT requirements and other applicable regulations.
Prepare and submit all regulatory returns, notifications and reports to the Securities Commission Malaysia.
Act as the primary liaison with the SC, external auditors, internal auditors, trustee, fund partners and other regulatory stakeholders.
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You shall prepare and/or assist in the preparing full set of accounts for UCSI Group of Companies, especially on Accounts Receivable, Issuing of Inter-company debit/credit notes, Maintenance of various Deposit accounts (receivables and payables), Contra accounts, Accruals, Advances, Intercompany Balances within the Group, Trade & Sundry debtors and the Fixed Assets Register.
Responsible for all areas relating to financial reporting including developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements.
Able to meet tight deadlines and a multitude of accounting activities including general ledger preparation, financial reporting, and yearend audit preparation and the support of budget and forecast activities. Work with the supervisor to endure a clean and timely year end audit.
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