To provide high-quality service, attend to any ad-hoc queries received from transfer agent, fund manager, clients and internal team, including appropriate investigation, follow-up and escalation when required.
Advise clients on a range of RHB Bank's products and services, including deposits, loans, unit trusts, insurance products, and other investment instruments.
Advise clients on various investment options, including unit trusts, fixed deposits, bonds, and other wealth management products, ensuring alignment with their financial objectives.
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
Develop executive-ready materials and management briefings, distilling complex financial and business developments into concise and impactful narratives.
Coordinate due diligence, internal approval processes, documentation and closing activities, working closely with internal stakeholders and external advisers.
Perform review and analysis to identify improvement opportunities related to finance processes, automation, controls and governance. This includes identifying and organising findings from the review, analysing their root causes, providing solutions to the findings as well as supporting the implementation of proposed solutions
Process ward upgrade and downgrade requests, including explaining the differences in ward charges and subsidy implications, to ensure appropriate utilisation of government subsidies.
Key internal stakeholders - Internal Audit, Group Compliance, Group Risk, Group Legal, Group Ops & Technology, Enterprise Business Continuity Management,
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
Foster close working relationship with key stakeholders in Head Office and other locations (in particular Hong Kong) for consistent control framework and alignment of test steps/methodologies.
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
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
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