Provide trust servicing insights and cater for clients existing and future funding requirements.
Ensure the transactions or businesses comply with internal and external regulatory framework/guidelines/policies/procedures.
Responsible for building relationships and networking with existing and new clients.
To grow a clientele base using internal referrals, clients referrals, marketing leads and self- generated leads, while maintaining a high standard of service quality and compliance in our industry.
Be proactive to update clients on important matters and events such as news, and newsletter that might affect the relationship.
To build and deepen client relationships and cross service based on clients needs.
To give presentations to clients and work partners.
Assist in carrying out servicing tasks to meet company objectives, milestones and timelines.
Share knowledge, skills and experience with team members to guide and assist team development.
Manages, acquires, grows, and deepens business partners relationships through effective relationship management and total financial solutions.
To give servicing presentations to clients and business partners.
Supports any ad hoc assignment.
Job Requirements:
Candidate must possess at least a Bachelor's Degree/Post-Graduate Diploma/Professional Degree in Finance/Accountancy/Banking or equivalent.
Preferably manager specialized in Banking/Financial Services or equivalent. Those who have a network of high net worth and ultra-high net worth (UHNW) clientele will have a significant advantage.
At least 8 Year(s) of working experience in the related field is required for this position.
Required language(s): English, Mandarin, and Bahasa Malaysia.
