Current jobs related to Associate Relationship Manager, Priority Banking - Klang - Standard Chartered

  • Mgr/avp, Wealth Banking Relationship Manager

    4 months ago

    Klang, Malaysia United Overseas Bank (Malaysia) Bhd Full time

    **About UOB**: United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...

  • Account Executive

    3 months ago

    Klang, Malaysia PRIORITY SCHEME SDN BHD Full time

    **Responsibilities**: - Data entry for full set of accounts (receivables/ receipts, payables/ payments, payroll, etc.) - Ensure timely submission of monthly accounts receivable/ payables aging for review. - Prepare payment documents (cheques, payment vouchers). - Prepare tax invoices, DN, CN(shortage) send statement of accounts to customers and chase for...

  • Finance executive

    2 weeks ago

    Port Klang, Malaysia Priority Synergy Sdn Bhd Full time

    Job Responsibility Pursue overdue debtors, constant follow-up on outstanding invoices and take proactive action. Ensure collections are promptly deposited in a timely manner. Prepare reminder emails/calls on overdue accounts. Update debt status on a weekly basis. Perform monthly bank reconciliation. Maintain petty cash records and cash book data entry....

  • Finance admin executive

    2 weeks ago

    Port Klang, Malaysia Priority Synergy Sdn Bhd Full time

    Job Responsibility Pursue overdue debtors and conduct constant follow-up on outstanding invoices. Ensure collections are promptly deposited in a timely manner. Prepare reminder emails/calls on overdue accounts. Provide updates on debt status on a weekly basis. Perform monthly bank reconciliation. Maintain petty cash records and cash book data entry. Maintain...

  • Finance admin executive

    2 weeks ago

    Pelabuhan Klang, Selangor, Malaysia Priority Synergy Sdn Bhd Full time

    Job Responsibility Pursue overdue debtors and conduct constant follow-up on outstanding invoices. Ensure collections are promptly deposited in a timely manner. Prepare reminder emails/calls on overdue accounts. Provide updates on debt status on a weekly basis. Perform monthly bank reconciliation. Maintain petty cash records and cash book data entry. Maintain...

  • Finance executive

    2 weeks ago

    Pelabuhan Klang, Selangor, Malaysia Priority Synergy Sdn Bhd Full time

    Job Responsibility Pursue overdue debtors, constant follow-up on outstanding invoices and take proactive action. Ensure collections are promptly deposited in a timely manner. Prepare reminder emails/calls on overdue accounts. Update debt status on a weekly basis. Perform monthly bank reconciliation. Maintain petty cash records and cash book data entry....

  • Treasury Manager

    2 weeks ago

    Klang, Selangor, Malaysia Hyred Full time

    About the CompanyHyred is a leading provider of innovative workspace solutions.Overview:We are seeking a highly skilled and detail-oriented Treasury Manager to join our finance team. The successful candidate will be responsible for managing the company's cash flow, treasury operations, and financial risk management. This role is critical to ensuring the...

  • Warehouse Associate

    3 months ago

    Klang, Malaysia Makmur Jaya Full time

    **[FULL-TIME PERMANENT CONTRACT SHOPEE]** Location**:Pulau Indah,Port Klang** (Target Advertisement: Port Klang/Pelabuhan Klang *Peluang anda bekerja di Syarikat E-Commerce Terkenal di Malaysia!* - **Position: Warehouse Associate/Warehouse Operator & Assistant or Materials Handler**: - **Jawatan:Warehouse Associate/Warehouse Operator & Assistant or...

  • Financial Executive Bank Taman Sentosa

    4 months ago

    Klang, Malaysia J Recruit Recruitment Firm Full time

    **Work Benefits** - Basic Salary of RM2300 - RM10,000 with commissions, bonuses, and cash incentives - Yearly incentive trips and performance bonus - Preferential of Banking facility rates - Unlimited Medical Coverage - Permanent Employment **Responsibilities** - **Sell and promote bancassurance products** and identify customer segments for new sales -...

  • Retail Associate

    3 months ago

    Klang, Malaysia CB FRANCHISING SDN BHD Full time

    **Retail Associate** **DUTIES & RESPONSIBILITIES** **Service and Selling** - Create an experience for customers to determine customers’ needs, tailoring the service approach to the individual needs of a customer - Proactively enhance the customer experience by seeking ways to add value in order to ensure customer satisfaction, and create customer loyalty...

  • Warehouse Associate

    3 months ago

    Port Klang, Malaysia Makmur Jaya Full time

    **[FULL-TIME PERMANENT CONTRACT SHOPEE]** Location**:Pulau Indah,Port Klang** (Target Advertisement: Port Klang/Pelabuhan Klang *Peluang anda bekerja di Syarikat E-Commerce Terkenal di Malaysia!* - **Position: Warehouse Associate/Warehouse Operator & Assistant or Materials Handler**: - **Jawatan:Warehouse Associate/Warehouse Operator & Assistant or...

  • Assistant Manager, Treasury

    4 months ago

    Klang, Malaysia Brandt Global Business Services Full time

    Responsible for group's treasury related matters. - Develop and maintain a set of SOPs for team and colleagues to ensure Control objectives are met - To structure funding requirements for the group. - Maintain good relationship and reputation with bankers. - Continuously improve on banking processes and optimizing returns on bank balances. - Optimizing the...

  • Talent Acquisition Specialist

    1 week ago

    Klang, Selangor, Malaysia Healthcare Businesswomen's Association Full time

    About the RoleWe are seeking a highly skilled Talent Acquisition Partner to join our team at the Healthcare Businesswomen's Association. As a Talent Acquisition Partner, you will be responsible for developing and executing a comprehensive recruitment strategy to attract and hire top talent for our organization.Key Responsibilities:Develop and maintain...

  • Sales Manager, Bancassurance

    4 months ago

    Klang, Malaysia ManpowerGroup Full time

    **KEY RESPONSIBLITIES** - Promote, introduce and market a range of life-insurance products to Bank's customer - Plan and strategize sales activities and participate in roadshows/ campaigns organized by Bank/Region - Maintain regular contact with existing customers to foster closer relationship and for referrals - Develop clientele networking list and records...

  • Business Development Manager

    2 weeks ago

    Klang Municipal Council, Malaysia OCBC Full time

    About the RoleThe Business Development Manager will be responsible for engaging and servicing a portfolio of larger business customers in the Klang Valley region. The primary objective is to achieve a desirable revenue growth target by cross-selling and up-selling relevant business banking products that meet the customers' needs.Key ResponsibilitiesRevenue...

  • Outlet Manager

    3 months ago

    Klang, Malaysia Agensi Pekerjaan CityRecruit Sdn Bhd Full time

    **Position Overview** - Manage all outlet & sales job. - Arrange subordinate jobs to fulfill below jobs: Follow and complete items in Outlet Regulation & Outlet Daily Job Scope. Complete all jobs according to Company Outlet KPI (template) **Responsibilities** Outlet Management - Cleaning job and hygiene of floor, cabinet, chiller, store, toilet, equipment...

  • Financial Executive Bank Taman Chi Liung

    4 months ago

    Klang, Malaysia J Recruit Recruitment Firm Full time

    **Work Benefits** - Basic Salary of RM2300 - RM10,000 with commissions, bonuses, and cash incentives - Yearly incentive trips and performance bonus - Preferential of Banking facility rates - Unlimited Medical Coverage - Permanent Employment **Responsibilities** - **Sell and promote bancassurance products** and identify customer segments for new sales -...

  • Business Development Manager

    1 week ago

    Klang Municipal Council, Malaysia OCBC Full time

    {"Job Title": "Relationship Manager, Community Banking – Klang Valley", "Job Description": "Key ResponsibilitiesRevenue Growth – As a key member of our community banking team, you will be responsible for driving revenue growth by identifying and capitalizing on business opportunities with our SME customers. This will involve cross-selling and up-selling...

  • Executive Assistant

    2 months ago

    Klang, Selangor, Malaysia Priority Synergy Sdn Bhd Full time

    Coordination with Customers on requirements and ensure fulfillment of the requirements.Capable of handling all documentation.In-charge of daily shipment coordination and planning.Monitoring the support from Customers Launch Your Career with Us in LogisticsAre you a fresh graduate ready to dive into the world of logistics? Join our team and grow with us Why...

  • Associate, Business Support

    4 months ago

    Klang, Malaysia Great Eastern Malaysia Full time

    Associate, Business Support (GEGM Agency Distribution-Klang) **Discover the GREAT in your career.** As a LIFE company, our customers are at the heart of all that we do. Being one of Asia's leading insurer for over a century, we have built a long-lasting legacy of trust with our customers over many generations. At the foundation of this trust is...

Associate Relationship Manager, Priority Banking

4 months ago

Klang, Malaysia Standard Chartered Full time

**Job**: Retail Banking

**Primary Location**: Asia-Malaysia-Klang

**Schedule**: Full-time

**Employee Status**: Permanent

**Posting Date**: 18/Apr/2024, 9:25:26 PM

**Unposting Date**: Ongoing

**The Role Responsibilities**

**Job Role**

Manage the PB Client portfolio to maximize new business opportunities and deepen existing relationships, while providing quality in service delivery in an efficient operation where risks are well controlled.

Ensure that robust sales process, stringent service standards in compliance with local regulatory requirements are met.

**Key Responsibilities**
- In consultation with the BM / STM, draw up monthly plans for achieving new business and customer acquisition goals committed.
- To foster and deepen client relationship by providing regular market information updates and trend analysis on international equities, unit trust, bonds and other investment instruments and follow up calls / visits to assist them in their investment decisions.
- To conduct regular checks on market trends and competitors’ programme offering and activities. This is to assist / initiate efforts to increase product differentiation and enhance attractiveness of programme.
- To plan, target and cross-sell integrated business financial services to Priority clients who are self-employed professionals and businessmen.

**Strategy**

**In / Outbound ETB Advice and Sales**
- To proactively acquire portfolio AUM of Priority Clients besides Personal clients.
- Engaging and deepening Affluent and hidden Affluent in advisory conversations with analytics support and collaboration with Wealth Specialists.
- Meeting clients when required (at least once a month).
- Prepare and educate clients to interacting via online, Client Centre NTB referrals from clients
- Actively acquire and activate new Affluent / potential Affluent clients referred from ETB clients directly to Relationship Manager, Priority Banking.
- Provide advice to Personal Clients approaching Bank with complex investment needs.

**Business**
- To achieve agreed revenue and new sales targets.
- Agreed service standards to customers.
- 100% Operation control under operation risks guidelines and sales compliance.
- To cascade and live the values.
- To undertake special projects / assignments.
- Non compliance and control weaknesses inherent in the selected samples are detected and duly reported.
- No unsatisfactory compliance reviews and audits on the conduct of CST and record keeping.
- No overdue Control Sample Testing (CST).
- Maintaining robust controls and monitoring actions.

**Processes**

**Engaging and Deepening Activities**

Proactively engaging with the PB Clients by having complete knowledge of the clients in terms of the
- profile and assets
- create analytics-backed next best conversation
- sound knowledge in Needs / Anchor products such as : Wealth & Mortgage, CASA, CC, etc.

To acquire from individual client referrals and actively engaging them during the first 3 months by
- meeting the client in person to discuss on advisory needs (once a month / quarter)
- connect client with specialists
- set up products holding
- conduct / connect for periodic CDD
- conduct fulfilment and activate

Supporting the client on any client-initiated needs by:

- Proactively reaching out to client for advice discussions
- Delivering on transactions, service requests, mobile / online training
- Updating CDD
- Managing Client’s credit situation
- Refer most servicing activities to Client Servicing Managers (as and when request by clients).
- To recommend improvements in operational processes, procedures and products based on customer feedback to ensure constant enhancement of service levels and efficiency.
- To comply with all applicable money laundering prevention procedures and, in particular report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.

**Acquiring on Referrals**
- Act on referral leads assigned within timeline.
- To solicit referrals from other sources.
- To conduct a professional, consultative financial analysis and profiling session with Priority clients by
- Meeting, listening and determining further needs
- Setting up anchor products and initiate cross-sell
- Conduct / connect CDD.
- Educate and conduct initial set-up for online, ATMs, Client Centre and Branch.

**People and Talent**

**Product Broadening**
- Enhanced multi-product Priority knowledge.
- Market and competition knowledge.
- Possess all relevant investment and insurance certifications and licensing.

**Client Engagement**
- Presentation and soft skills tailored to engaging Affluent Clients.
- Internal stakeholder engagement skills.
- Closing deals.
- Ability to drive and manage client interaction.
- Good communication and presentation skills.
- Negotiation and objection handling.
- Client training on digital solutions.

**Journey Completion**
- Discipline and good time management to handle a client portfolio.
- Ability to solve pro