13 Permanent Banking & financial services jobs found in Wilayah Persekutuan

ResponsibilitiesLead and execute complex deals including IPOs, private placements, rights issues, private capital fundraising, and take-private transactions.Oversee comprehensive research, financial modeling, and valuations, while preparing all necessary internal and external documentation.Manage a portfolio split between local Investment Banking coverage and regional ECM/M&A transactions across Southeast Asia. Present findings of due diligence and researc

ResponsibilitiesPerform audits following internal manuals and established methodologies to ensure consistent quality.Gather essential information to assess risks and build effective Audit Work Programs.Evaluate the design and operational effectiveness of mitigating controls.Use standardised software, templates, and data analytics tools for thorough documentation. Draft formal findings and observations. Partner with management to recommend remediation plans

ResponsibilitiesAssist in updating and implementing the Compliance Manual, AML protocols, and Anti-Bribery policies to stay current with changing laws.Monitor unit trust funds and private mandates to ensure strict adherence to internal policies and client requirements.Investigate suspicious customer activities and handle the reporting process for financial intelligence units.Manage the submission of required reports and ensure that all corporate and profes

Key Responsibilities:Outbound Sales: Conduct outbound telemarketing calls to promote a comprehensive suite of banking products and services (deposits, financing, wealth management, etc.).Consultative Selling: Understand customer needs, conduct financial profiling, and recommend tailored banking solutions.Target Achievement: Consistently meet and exceed KPIs and monthly sales performance metrics.Relationship & Pipeline Management: Nurture client relationshi

Key Responsibilities:Sales & Cross-Selling: Achieve and exceed monthly mortgage sales targets while onboarding clients. Actively cross-sell related home insurance products, including MRTA and MRTT.Network Expansion: Proactively identify and develop new business pipelines by establishing strategic alliances with real estate agents, property developers, mortgage brokers, and lawyers.Advisory Services: Conduct comprehensive financial needs analyses to recomme

Key Responsibilities:Portfolio Management: Acquire and manage a portfolio of clients with an AUM ranging from 100k to 3 million.Wealth Advisory: Act as a trusted advisor by analyzing clients' financial goals and matching them with tailored investment strategies to expand their portfolios.Product Promotion: Market a comprehensive suite of retail banking solutions, including unit trusts, bancassurance, treasury products, credit cards, and deposits.Relationsh

about the jobLead the marketing efforts for the branch’s exclusive suite of bancassurance products.Proactively convert branch walk-in traffic and mine the existing banking database to identify high-potential leads.Maintain high visibility through consistent daily sales activities and face-to-face client interactions.Perform deep-dive financial fact-finding and insurance gap analyses to deliver customized protection strategies.Deliver dedicated after-sales

about the companyContact Centre & Operations about the jobMulti-Channel Communication: Managed a high volume of inbound and outbound customer interactions via telephone and digital chat platforms, providing professional and prompt resolutions.Case Management: Utilised CRM systems to meticulously document customer histories, track interaction life cycle, and ensure data integrity for all follow-up actions.Operational Problem Solving: Conducted root-cause an

Responsibilities:Plans, organizes, and monitors workflows and performance in Client Lifecycle Management (KYC) and Account Administration.Ensures all activities comply with AML, Sanctions, KYC policies and internal guidelines.Manages the department and staff members to ensure predetermined targets and optimum performance are achieved.Supervises, guides, and evaluates staff while handling hiring, disciplinary actions, and providing specialized training.Coll

About the JobResponsibilities:Responsible for marketing and promoting a wide range of banking products and services, i.e. unit trusts, insurance, treasury investments, cards, deposits and other retail banking products to potential clients.Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.Analyse and match customers’ financial requirements with

ResponsibilitiesAchieve and exceed monthly mortgage sales targets, onboard clients, and cross sell home insurance loan which is MRTA (Mortgage Reducing Term Assurance) and MRTT (Mortgage Reducing Term Takaful).Identify and develop new business opportunities through alliance tie-ups such as real estate agents, mortgage brokers, developers & lawyers.Conduct financial needs analysis to understand customer requirements and recommend suitable mortgage products.

Responsibilities Oversee assigned client portfolios, making active investment decisions with guidance from leadership.Strive to outperform benchmarks and competitors to meet specific client return targets.Guarantee that all trades and strategies adhere to the Capital Market Services Act 2007, internal policies, and individual client mandates.Create, execute, and monitor clear investment strategies while managing corporate actions like rights or bonus issue

ResponsibilitiesConduct high-quality audits that align with the Group Audit Manual and meet set deadlines.Proactively identify risks to create and implement comprehensive Audit Work Programs.Evaluate how well internal controls are designed and whether they are functioning effectively.Utilize standardized applications, data analytics, and sampling methods to document all audit activities.Write formal observations and issue reports that follow Global Interna