Conduct thorough financial needs analysis for clients, assessing their risk tolerance, investment objectives, and time horizons to develop suitable investment strategies.
Prepare and present tailored investment proposals, market updates, and portfolio performance reports to clients in a clear and compelling manner.
Stay abreast of global and local financial market trends, economic indicators, and regulatory changes to provide informed advice and anticipate client needs....
Design and deliver training programs and workshops on performance management principles, tools, and effective feedback techniques.
Analyze performance data and trends to identify areas for improvement and propose solutions to enhance employee performance and engagement.
Collaborate with other HR functions (e.g., Learning & Development, Talent Acquisition) to integrate performance management with broader talent strategies....
To service and strengthen our business relationship with developers, lawyers, Valuers & real estate agents.
Ensure compliance with internal Policies, external Authorities Regulators / Legal / ML- KYC, Credit Policies and Service Standards.
Exercise due care and diligence on matters related Money Laundering and KYC in the day to day operations, which include account opening, reporting suspicions and provide support to superior and subordinates....
