Oversee the organization, planning and coordination of sales & marketing activities such as new fund briefings, market update sessions and/or client seminars in order to support the Institutional Unit Trust Adviser (IUTA) distribution channels.
Strengthen rapport with the IUTA distribution channels and actively participate in regional sales review meetings and/or branch manager meetings.
Support the IUTA distribution channels in both retail and corporate sales through joint fieldworks and presentations.
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Support the Senior Audit Manager in planning, leading and executing risk-based audits across finance, corporate and operational functions in accordance with the Institute of Internal Auditors' Global Internal Audit Standards, Internal Audit Manual, relevant regulations and Group policies.
Evaluate the adequacy and effectiveness of internal controls, governance processes and business operations across the Group.
Collaborate with risk, compliance and other second-line functions to enhance governance and risk management frameworks.
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Oversee the organization, planning and coordination of sales & marketing activities such as new fund briefings, market update sessions and/or client seminars in order to support the Institutional Unit Trust Adviser (IUTA) distribution channels.
Strengthen rapport with the IUTA distribution channels and actively participate in regional sales review meetings and/or branch manager meetings.
Support the IUTA distribution channels in both retail and corporate sales through joint fieldworks and presentations.
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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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