• Implement sales and marketing activities, including developing new business opportunities, executing sales promotions, trade activities, and product pricing strategies for the Malaysian market.
• Coordinate with Customer Experience (CX) personnel to ensure the timely availability and delivery of products to customers.
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Ensuring the operations meet the targeted Service Level Agreement (SLA) by general management by exhibiting your problem solving and employee coaching/training skills wherever needed
Provide daily data reports & identify potential improvements to existing processes to reduce bottlenecks & improve the efficiency of your team
Legally allowed to work in Sarawak based on respective state law requirements
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Advise clients on various financial products such as savings accounts, fixed deposits, unit trusts, insurance policies, loans, and wealth management solutions.
Build and maintain strong, long-term relationships with clients, providing ongoing financial guidance and excellent customer service.
Monitor and review client portfolios regularly, making adjustments as necessary to adapt to changing market conditions and client circumstances.
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Provide timely market updates and investment insights, coordinating with dealing and product teams where required.
Manage client portfolios, trading activity, settlement, credit exposure, and risk parameters in accordance with Bank policies.
Acquire and activate clients to achieve assigned revenue and relationship KPIs, with focus on wallet share expansion, multi-asset penetration, and recurring revenue growth.
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