Regional Wealth Management Operations Support
If you are looking to excel and make a difference, take a closer look at us…
Job Responsibilities:
Processing Priority Banking application, Priority Banking system Tagging/un-tagging received from all Priority Banking Centers and nationwide branches within TAT of 2 working days.
To ensure TAT is met for PFS Marketing on Ad-hoc request such as Reassignment & Retagging of RM portfolio and bulk tagging of RM.
Ensure issuance of PB Debit Card (with name embossed) within TAT of 2 working days.
To ensure all Customer Report & Request Form received from all PBCs and nationwide branches are attended immediately such as replacement of PB Debit card changing of withdrawal limit & retail purchase limit, tagging/un-tagging of account for PB Debit card
Tag Fax Baking Applications and ensure issuance of confirmation letter to PB customers
Ensure timely Weekly/monthly Reporting to PFS Marketing on PB applications for RM’s incentive purposes
To ensure the PB leads is attended on time by the PBC RMs to manage customer expectations.
To ensure all pre-transaction compliance call backs are performed as per SOP
Execute Control Self-Assessment (CSA) of the department
Perform call back to customers on confirmation of product disclosure and compliance in accordance to the Customer Risk Profiling framework, this includes call back to the Vulnerable Investors (VI) and daily checking of VI report to ensure no VI is left unattended.
Ensure TAT of ad-hoc investigations and findings are met
Support Business Unit Compliance Representatives (BUCR) of Retail Wealth Management Services (RWMS) and other compliance representatives that may liaise with for the function and role.
Develop and carry out an efficient documentation and filing system to ensure all important documentation are organized and up-to-date.
Job Requirements:
Malaysian citizen
Minimum Diploma or Undergraduate degree in Accounting/Banking/Investment/Finance or a related field from any recognized colleges or university.
Good command of English and Chinese (both oral and written)
Excellent interpersonal skills.
Highly motivated and result-driven
Proficient in MS Office such as PowerPoint, Excel, and Words
Problem-solving skills – good at troubleshooting and resourceful
What’s next?
Once you’ve applied online, our team will carefully review your application. Due to a high volume of applications, we appreciate your patience to allow for a fair and timely review process.
Should you be shortlisted for the role, we will send you an invitation via email for an interview. You can also check on your application status by logging into your candidate account.