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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Execute paid social media advertising campaigns, including setting budgets, targeting audiences, and analyzing performance.
Monitor social media performance using analytics tools (e.g., Google Analytics, Hootsuite, etc.) and provide monthly reports with key insights and recommendations.
Stay updated on the latest social media trends, platform changes, and emerging technologies to keep the brand relevant.
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Consultative Selling: Conduct on-site inspections and client visits to assess needs, deliver presentations and propose tailored make solutions.
Customer Experience: Act as the primary point of contact for new accounts; urgently resolve client complaints and handle customer's' queries in accordance with company policy.
Sales Administration: Manage day-to-day administrative sales workflows, including drafting proposals, executing service agreements and maintaining the system.
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Sell in assigned promotions and propose customize promotional activities.
Prepare strong selling stories based on inputs from Marketing, Category Marketing and Key Account teams to influence business improvements with all customers.
Monitor and report on post-execution to ensure objectives are met.
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Good understanding of daily operations, service delivery, record management, basic compliance requirements, and stakeholder coordination.
Good communication, interpersonal, problem-solving and reporting skills.
Proficient in Microsoft Office, Power BI or relevant digital systems, with the ability to maintain accurate data, analyse operational trends and prepare reports.
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To actively support efforts to identify credit risk related issues
Organise and maintain proper financial records and documentation with systematic filing. [Full-set accounting experience in a manufacturing environment is preferable]
Collaborate with other departments to ensure timely, accurate, and informative reporting
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