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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Experience• Wealth Executive: 0 - 2 years of sales experience in financial services.• Senior Wealth Executive / Associate Wealth Manager: 3 years and above of relevant experience in wealth management or priority banking.
Special Skills• Strong analytical and problem-solving skills with a focus on financial planning.• Excellent communication and interpersonal skills to build trust with high-net-worth clients.• Proactive, self-starting attitude with a strong drive for results.
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.
...
Ensure Performance Monitoring and Reporting (PMR) activities are carried out in accordance with KBC refinery procedures and applicable legal requirements.
Monitor environmental compliance and advise Management on areas of non-compliance with applicable State and Federal laws, regulations or company policies.
Proactively identify and resolve environmental-related issues that may result in compounds, enforcement actions and/or legal action by regulatory authorities.
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Conduct and promote HSE awareness, knowledge and information to all parties engaged at the site through toolbox meetings, trainings, briefings and any appropriate communication media and/or engagement activities.
Responsible for carrying out regular and ad hoc safety inspections and audits of office premises, workshops, laboratory, worksites, warehouse / stores and other facilities to detect existing and/or potential hazards or risks and to establish and implement corrective and preventive procedures.
Take pro-active measures to identify hazards, assess the risk and then implement suitable control measures to eliminate all dangers.
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Conduct and promote HSE awareness, knowledge and information to all parties engaged at the site through toolbox meetings, trainings, briefings and any appropriate communication media and/or engagement activities.
Responsible for carrying out regular and ad hoc safety inspections and audits of office premises, workshops, laboratory, worksites, warehouse / stores and other facilities to detect existing and/or potential hazards or risks and to establish and implement corrective and preventive procedures.
Take pro-active measures to identify hazards, assess the risk and then implement suitable control measures to eliminate all dangers.
...