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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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 explain HLB product offering, product promotions and to pre-qualify prospect based on specific credit criteria
To ensure daily and monthly productivity target is achieved and exceed sales performance indicators set by management.
To maintain and uphold service standards ensuring it is complying to the compliance and consistency of Code of Conduct & Ethic policy in cards and personal loan acquisition effort at all times.
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Maintain an updated broad product, competitor and disease knowledge, pharmacy and therapeutic process knowledge in therapeutic area to build professional customer relationships and support sound clinical discussions.
Plan and manage weekly work schedules with Sales Manager to enable an efficient, effective work execution and achieve coverage and frequency targets (quantity & quality) and deliver agreed customer centric activities within operating budget
Develop and implement account plans in collaboration with internal stakeholders for assigned accounts and/or key customers to identify opportunities, gaining commitment from HCPs to identify unmet customer and patient needs and optimize account performance.
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Provide accurate and in-depth analysis to support strategic sales force structure, initiatives, targeting and incentive compensation program.
Implement, monitor and continuously improve sales capability measurement tools and management reporting.
Review and update SFE training materials for work streams such as call planning, incentive planning and field sales reporting; deliver live training as needed.
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Offload production to alternate sites or remote factories where applicable
Serve as a technical translator between the Master Scheduling Team and site production planning, procurement, and engineering teams, ensuring new modules and ERP updates align with operational needs
Assist in ensuring smooth progress of the project through close liaison/ attend meeting with clients. consultants, sub-contractors and relevant authorities;
Assist in arranging workers schedule and material deliveries/logistic;
Product maintenance, including upload, price revision, stock monitoring, content optimization, as well as request and proposal for online stores' design decoration/key category/product banner.
Build and manage KOL and affiliate creators' resources.
Plan and manage the entire process of promoting the online shop's big campaign.
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Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
Degree or Diploma holder
Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs
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Develop and implement financial best practices, systems, and processes to strengthen governance, improve fiscal management, enhance cross-functional collaboration, and optimize workflows.
Ensure compliance with all applicable national and local financial regulations by monitoring legislative changes and implementing necessary policies and procedures.
Collaborate with senior leadership to develop budget proposals, provide financial insights for projects, and ensure compliance with contractual and grant reporting requirements.
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