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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To prepare and organize Annual General Meetings / Extraordinary General Meetings for the respective development.
To comply ISOP for Quality Management System effectiveness and to ensure compliances to the respective development.
To conduct daily walkabouts within the assigned development and identifying areas of concern to the Developer / Joint Management Body / Management Corporation.
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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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Good command of English, Bahasa Malaysia, and Mandarin.
Meticulous, proactive and accountable, with positive attitude, good communication, and time management skills.
Responsibilities: To support the Group's company secretarial function and governance practices; to ensure timely and accurate preparation, execution, submission, and maintenance of all statutory documents in compliance with the Companies Act 2016, Bursa Malaysia Main Market Listing Requirements, and other regulatory frameworks; to organise and attend Board and Shareholder meetings, including preparing agendas and minutes.
Reporting support: Help prepare campaign performance reports and post campaign wrap ups, pulling together data and insights for clients and internal review.
Team collaboration: Support a positive, organised team environment, sharing updates proactively and stepping in whenever the team needs an extra hand.
Client relationships and account growth: Maintain strong day to day relationships with clients, understanding their needs and ensuring a smooth experience across campaigns. Look for opportunities to upsell current clients and grow the account over time.
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Balance Sheet Reconciliations: Perform regular, detailed reconciliations of bank accounts, fixed assets, intercompany balances, and prepayments to identify and resolve discrepancies.
Fixed Asset Management: Maintain the fixed asset register, tracking acquisitions, disposals, and monthly depreciation schedules.
Financial Reporting Support: Assist in the preparation of accurate financial statements (Balance Sheet, Income Statement) and supplementary schedules for management review.
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In charged in member’s point management for better customer retention. Explore in members strategic rewards to build lasting customer relationships.
Analyze customer behavior to select premium redemption items and ensuring program mechanics align with customer preferences and business goal.
Manage members cards, including account merging and points adjustment. Collaborate with creative designers to shape program visuals and communication materials.
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