Responsibilities
* Client Engagement & Expansion
o Expand the company's clientele by attracting new users through app installations and registrations, and fostering account engagement through transactions.
o Identify, cultivate, and oversee relationships with both prospective and existing clients, maintaining consistent communication and rapport.
* Partnership & Collaboration
o Offer proactive guidance to clients based on their investment goals, aligning tailored product offerings with their unique requirements.
o Facilitate clients' seamless transition through a digital onboarding and Know Your Customer (KYC) process, ensuring smooth user integration.
o Highlight the diverse capabilities of the company's wealth technology platform to clients across Southeast Asia.
o Lead initiatives to promote adoption of the digital wealth platform, providing education, guidance, and support to encourage client utilization.
o Analyze user behavior and collaborate with internal teams (e.g., Chief Investment Officer team, client support team) to deliver personalized wealth management advice in accordance with clients' investment objectives.
* Compliance & Governance
o Uphold compliance with regulatory standards, ensuring all transactions adhere to legal guidelines governing banking operations and customer interactions.
o Safeguard the company's integrity and reputation when representing it externally.
o Ensure adherence to regulatory mandates and company policies, maintaining ethical conduct in all activities.
