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 sales activities for assigned businesses/territories, including product portfolios and marketing plan introductions, order taking, marketing display set-ups and in-store merchandising
Prepare quotation/tender prices, delivery and commercial terms, in accordance with company policies
Report on the activities and products of the competitors via inputs to the competition reports
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