Assist in MAS and internal/external audit requirement to Marketing Department, including but not limit to documentation, survey, management/financial reports, and customer/facility info.
Stay abreast of global real estate market trends, investment activity, and industry developments, applying insights to client strategy and portfolio management.
Lead client conversations on family governance, succession, and institutionalisation — converting personal-relationship-based holdings into structured, multi-generational arrangements where appropriate
Sales Planning: Collaborate with team managers to develop monthly plans aimed at achieving or exceeding sales targets for new business acquisition and customer retention.
Minimum SPM qualification (possess at least 3 credits in any subject and 5 passes including BM) with at least 3 years working experience in banking sales or wealth management products