Assist in the preparation of financial statements and management reports, ensuring accuracy and adherence to accounting standards.
Communicate with clients under the supervision of experienced staff to gather information, clarify details, and provide updates on assigned tasks.
Assist senior auditors in conducting financial statement audits by gathering and organizing audit evidence, performing tests of controls, and documenting audit procedures.
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Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
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Foster customer relationship by adopting an advisory role to provide value added services.
Provide after sales service to strengthen relationships and ensure consistent delivery of superior banking experience.
Ensure customer loyalty and promote brand identity by providing excellent customer service through regular contact with clients, keeping abreast of latest updates and conducting reviews on usage of our range of products.
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Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
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Consolidate sales performance reports for Centre Manager
Assist in events and campaigns (coordinating, merchandise)
Attend to walk-in or call-in clients (e.g inquiries on transactional banking, membership services, product offered, account balances, currency rates) and if necessary direct to RMs
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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.
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Manage and support business partners such as insurance/takaful operators, financial advisory companies, and banks through training, joint fieldwork, and roadshows
Oversee the hiring and onboarding of quality agents and business partners
Provide ongoing support and assistance to business partners to strengthen collaboration and performance
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Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals.
To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base.
Advise clients on various investment options, including unit trusts, fixed deposits, bonds, and other wealth management products, ensuring alignment with their financial objectives.
Cross-sell and up-sell suitable banking products and services to existing clients based on identified needs.