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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Troubleshooting issues and resolve problems whenever they arise.
Conduct client relations with high standard of service to attain client satisfaction and retention.
Ensure all deals are in compliance with the rules and regulations set out by the Securities Commission, Bursa Malaysia Securities Berhad, Bank Negara Malaysia and other relevant regulatory authorities.
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Ensure acceptable asset quality of existing portfolio by being pro-active and up-to-date in terms of market intelligence in relation to accounts and industry of portfolio management.
Work closely with product partners including Trade Services, Global Markets, and Deposit & Liability Management in order to meet financial and banking requirements of clients in a wholesome manner.
Ensure that banking facilities offered to clients are structured in compliance with credit lending policies.
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Write credit applications for new account acquisition and ensure timely review and renewal of existing accounts.
Ensure acceptable asset quality of existing portfolio by being pro-active and up-to-date in terms of market intelligence in relation to accounts and industry of portfolio managed.
Work closely with product partners including Trade Services, Global Markets, and Deposit & Liability Management in order to meet financial and banking requirements of clients in a wholesome manner.
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To structure viable financing solutions for client , conducting pre-sanction visits with applicants , identifying pertinent credit-related issues and account management for post approval works.
To comply with all relevant rules and regulations governing the Bank's business.
To collaborate with product specialists in enhancing utilizing of banking facilities, including by not limited to Trade, Forex and Cash Management Solutions.
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Troubleshooting issues and resolve problems whenever they arise.
Conduct client relations with high standard of service to attain client satisfaction and retention.
Ensure all deals are in compliance with the rules and regulations set out by the Securities Commission, Bursa Malaysia Securities Berhad, Bank Negara Malaysia and other relevant regulatory authorities.
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