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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Collaborate with the Purchase Assistant to determine safety stock levels and maximum inventory for common stock items, ensuring uninterrupted supplies.
Maintain catalogues and certificates for product categories under your charge.
Upload all prices to Navision and ensure pricing information is up-to-date for Purchase Assistant to place Purchase Orders.
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Develop and recommend operating policies, procedures, and best practices for the finance department to ensure compliance with established standards and regulatory requirements
Collaborate with cross-functional teams to coordinate efforts in resolving financial problems and maintaining effective liaison between departments
Conduct credit policy reviews and make informed recommendations regarding credit decisions, write-offs, and allowances based on thorough analysis
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Develop and recommend operating policies, procedures, and best practices for the finance department to ensure compliance with established standards and regulatory requirements
Collaborate with cross-functional teams to coordinate efforts in resolving financial problems and maintaining effective liaison between departments
Conduct credit policy reviews and make informed recommendations regarding credit decisions, write-offs, and allowances based on thorough analysis
...
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.
...