Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
Focus on growing the Islamic products through effective relationship management and acquisition of new-to-bank clients.
Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
Managerial Responsibilities
Collaborate closely with Branch to align Bumi segment growth strategies with overall bank-level targets and Shariah governance parameters.
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