Actively participate in troubleshooting and providing support when operational issues or disruptions occur.
Work closely with customer service teams and other relevant departments to support efficient operations.
Understand and utilize order management and customer management tools such as SAP, BOTs, and Salesforce (SFDC) to improve operational efficiency and accuracy.
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Develop, maintain and implement compliance policies, guidelines and training to keep the group compliant with applicable laws, regulations and industry guidelines.
Keep abreast of industry developments, emerging trends and new product/service launches, and assess their regulatory and compliance implications.
Support responses to due diligence requests from clients, partners and investors, working with functions across the group.
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Candidates should possess planning, time management, and organizational skills to handle multiple prospects, follow up consistently, and meet sales targets.
Candidates should possess self-motivation and resilience, with the ability to work independently in a commission-based, performance-driven environment.
Relevant experience in insurance, takaful, banking, or financial services sales is an advantage.
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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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Assigns work to fellow / subordinate team members based on section of assignment that you are taking lead role, while perform quality assurance reviews of work papers
Work with team members to meet or exceed targeted utilisation hours
Assist with team management and administrative matters
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Family Governance & Succession Planning: Conduct interviews and gather stakeholders’ feedback to formulate and finalise the Family Governance presentation, support and review the Family Constitution and other legal documents (Deed of Family Arrangements, Deed of Adherence, Durable Power of Attorney, Will, shareholder succession term sheet) drafting, including preparing asset listing and equalization spreadsheets.
Client Meeting Coordination: Schedule client meetings, prepare and present materials, take minutes, facilitate discussions, and follow up post-meeting with minutes, documentation and updates.
Implementation & Legal Liaison: Engage stakeholders including LAC, tax advisors, trust / company secretary; review and comment on legal drafts; collect implementation documents; assist sign-off and handover documents.
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Family Governance & Succession Planning: Conduct interviews and gather stakeholders’ feedback to formulate and finalise the Family Governance presentation, support and review the Family Constitution and other legal documents (Deed of Family Arrangements, Deed of Adherence, Durable Power of Attorney, Will, shareholder succession term sheet) drafting, including preparing asset listing and equalization spreadsheets.
Client Meeting Coordination: Schedule client meetings, prepare and present materials, take minutes, facilitate discussions, and follow up post-meeting with minutes, documentation and updates.
Implementation & Legal Liaison: Engage stakeholders including LAC, tax advisors, trust / company secretary; review and comment on legal drafts; collect implementation documents; assist sign-off and handover documents.
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