Expertise in insurance products and risk management to provide suitable coverage and protection strategies for clients.
Relevant academic background in Finance, Economics, Accounting, Business, or a related field; professional certifications in financial planning or wealth management are an advantage.
Strong analytical, problem-solving, and numerical skills, with attention to detail and accuracy.
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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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