Compliance: Meeting compliance requirements including fulfilling CPD (Continue Professional Development) hours, adhere to high level of professionalism and other criterias as required by authorities
Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
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Ensure all compliance and regulatory requirements are fulfilled while coordinating the collection and verification of supporting documents.
Compile and analyze clients' financial information to prepare net worth assessments and support the development of customized structural planning strategies.
Assist in evaluating client objectives and financial circumstances to recommend appropriate planning solutions.
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Compliance: Meeting compliance requirements including fulfilling CPD (Continue Professional Development) hours, adhere to high level of professionalism and other criterias as required by authorities
Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
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Develop and maintain emergency response plans, evacuation drills, and first-aid readiness programs to ensure organizational preparedness at all times
Ensure safe handling, storage, and movement of goods within warehouse operations, including oversight of forklift operations, traffic management, ergonomics, and contractor safety through permit-to-work systems
Deliver safety inductions, toolbox talks, and ongoing awareness campaigns to educate and engage employees on safety, health, and environmental practices, including Personal Protective Equipment (PPE) usage and safe work procedures
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Negotiate product costs, commercial terms, and development timelines to maximize profitability and achieve business objectives
Drive continuous improvement initiatives with supplier partners to enhance product quality, innovation, and operational efficiency
Partner closely with the Technical Team and Hong Kong Product Development Team to ensure all Own Brand products meet company quality standards and customer expectations
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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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Family Governance & Succession Planning: Conduct interviews and gather stakeholders’ feedback to formulate and finalise the Family Governance presentation, support and review the Family Constitution and other legal documents (Deed of Family Arrangements, Deed of Adherence, Durable Power of Attorney, Will, shareholder succession term sheet) drafting, including preparing asset listing and equalization spreadsheets.
Client Meeting Coordination: Schedule client meetings, prepare and present materials, take minutes, facilitate discussions, and follow up post-meeting with minutes, documentation and updates.
Implementation & Legal Liaison: Engage stakeholders including LAC, tax advisors, trust / company secretary; review and comment on legal drafts; collect implementation documents; assist sign-off and handover documents.
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