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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Act as 1st line to identify new opportunities by pre-screening lending requests and structuring loan proposals that work for both the client and Bank.
Facilitate loan application for the client and ensure a seamless client experience throughout the engagement journey.
Support RMs to submit the Portfolio Financing new loan applications (credit write-ups + supporting materials), renewals and amendments to Credit, and ensure all relevant info are captured on the applications / credit write up for completeness.
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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.
...
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.
...
Prepare and learn to get your required licenses and professional qualifications, fully supported by the company, to enable you to operate legally and competently in a frontline sales capacity.
A Learner's Mindset: A strong aptitude and eagerness for continuous learning, adapting quickly to new information and industry changes.
Objective Decision-Making: The ability to be comfortable to absorb information and make objective decisions that are data-driven and strategically sound.
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You will be working in a newly set-up technology centre located in Kuala Lumpur as part of Technology and Operations to deliver innovative financial technology solutions that enable business growth and technology transformation.
Develop, enhance, and maintain Investment & Wealth applications.