Administer and manage matters relating to wills, wasiat, trusts, and estate administration in accordance with established procedures and regulatory requirements
Liaise with clients, beneficiaries, solicitors, government agencies, and other stakeholders to facilitate estate administration processes
Prepare and maintain accurate documentation, records, and reports related to trust and estate matters
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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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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 identify and acquire new clients, expanding RHB Bank's customer base.
Conduct comprehensive financial needs analysis for individual clients, including reviewing their current financial situation, risk tolerance, and future aspirations.
Develop and present customized financial plans and solutions, including but not limited to investment products, insurance, loans, and other banking services, aligning with clients' objectives and RHB Bank's product offerings.
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Manage manufacturing and delivery of IT application change requests and enhancements internally and with SBU Engagement Manager/SMEs to ensure alignment with Business requirements and system performance expectations.
Develop technical solutions within the boundaries of the existing application and technology ecosystem.
Work closely with the Squad Lead to develop and manage deliverables, work plans, and delivery timelines.
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