Develop and originate new borrowing relationships which involve in-depth understanding of the clients (Know Your Customer) and negotiation on key issues including but not limited to facility structure, pricing, security arrangement, covenants and terms and conditions.
Primarily responsible to manage the relationship from a portfolio of Privilege Banking (PB) customers in their daily transaction and service request. Resolve PB customers’ issues and advise them accordingly to ensure that the customer service level at branch is upheld at all times.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Sustainability Strategy & Regulatory Compliance: Supports the implementation of BPMB Group's sustainability and MIND frameworks, ensuring alignment with regulatory requirements, national priorities, and relevant sustainability standards.
Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;
Define and deep-dive into luxury consumer personas - from our affluent trendsetters to our Ultra-High-Net-Worth private clients—curating specialized journeys for across Private Bank, HLB Priority and Branch Wealth Distribution.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Format Portfolio Innovation & Optimization: Architect and drive a multi-format physical network strategy that modernizes traditional footprints. Focus on shifting the portfolio toward next-generation, flexible formats (e.g., Meet@HLB, Non-Cash Service Hubs/SAH) to maximize community engagement, optimize unit economics, and improve overall network agility.
Drive product awareness through various channels (panel of external brokers/personal bankers/relationship managers) to build new-to-bank (NTB) sales pipeline and drive the utilization for Share Margin Financing (SMF) business.