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 support the Region's RSH Assets by conducting product briefing, training and engagement with ASM/SC ASB. PFCs, BMs and other sales personnel at distribution channels.
The Customer Relationship Executive (CRE) is responsible for managing customer relationships throughout the vehicle sales and after-sales process. The role focuses on ensuring high customer satisfaction, supporting sales activities, handling inquiries, and maintaining long-term customer loyalty.
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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