To focus on building up investment knowledge in the sales teams with a focus on Associate Relationship Managers
To develop wealth platforms and sales tools, ensure execution and usage.
To build RM skillset in delivering the needs and aspiration of affluent clients, particularly in wealth solutions, financial planning and legacy planning.
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Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
Building and maintaining close relationships with relevant stakeholders and supporting internal functions.
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Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
Building and maintaining close relationships with relevant stakeholders and supporting internal functions.
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Participating in and contributing to the development of technical/business approaches and/or the recommendation of current system enhancements.
Understanding the underlying technologies and applications utilized to direct how to design, develop, test, and implement priority technology requirements.
Developing the overall campaign/marketing application process, technical, functional, and programmers specifications.
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