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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To develop new business relationships by identifying suitable prospects and using various means of communication and visits to seek out suitable business opportunities. Understand Know-Your-Customer processes involved and carry out proper due diligence when on-boarding a new customer.
To perform financial & risk analysis, evaluation and decision-making and to submit well written credit presentations/memos/proposals for approval by the relevant Approving Authority based on the rules, regulations, policies, procedures and guidelines of the Bank and those of relevant regulatory authorities, as applicable.
Coordinate with other product lines, departments and units for overall development of the portfolio including tapping on cross-selling opportunities as well as ensuring prompt and proper delivery of relevant services.
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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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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.
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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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.