Collaborating with cross-functional teams to deliver strong proposals. Working closely with Sales, Engineering, Procurement, and Project teams to align technical solutions with project requirements.
Engaging vendors and internal experts to validate solutions. Coordinating with approved vendors and stakeholders to ensure technical feasibility and compliance with standards.
Supporting pre-sales discussions and technical clarifications. Preparing technical presentations, responding to tender queries, and proposing optimized solutions to strengthen bids.
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Review new/revised regulatory guidelines, Board Policies, Procedures and product launch documents to ensure alignment with compliance standards.
Design and deliver engaging compliance training programs for employees to promote a proactive risk-aware culture.
Serve as a primary point of contact during internal and external audits, coordinating the gathering of documentation and ensure timely remediation of any audit findings.
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Frontline Support: Serve as a subject matter expert for Investment Counsellors and frontline staff, providing technical product knowledge and suitability guidance.
Training Delivery: Coordinate and deliver training programs to ensure the sales force is equipped to confidently advise clients on capital market products.
Marketing Collaboration: Assist in developing data-driven marketing materials and sales tools designed to boost product penetration and fee revenue.
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Onboarding & Due Diligence: Execute the rigorous due diligence process for new structured products and fixed income instruments, ensuring all offerings meet internal quality and compliance standards.
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