What Jobs are available for Custody Services in Malaysia?
Showing 126 Custody Services jobs in Malaysia
Custody Operations Asset Services Analyst
Kuala Lumpur, Kuala Lumpur
Citigroup
Posted 2 days ago
Job Viewed
Job Description
The Custody Operations Asset Services Analyst is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.
**Responsibilities:**
+ This role will manage reconciling and processing positions related to Corporate Action events
+ These activities include revisions of communications, notifications and facilitating postings for Corporate Action or Proxy events
+ Supports a range of products/ services and projects in accordance with established systems and procedures, under general supervision
+ Responsible for routine operational tasks focused on administering defined procedures, analyses and report preparation, and resolving problems that require investigation or research
+ Performs multiple transactions of moderate complexity
+ Applies analytical thinking and knowledge of data analysis tools and methodologies to identify process improvements and support the implementation of projects
+ Interprets data and contributes to recommendations for process improvement, and/or the launch of new products/ services and upgraded platforms
+ Minimizes risk to the bank through knowledge of procedural requirements - understands and monitors errors to suggest solutions to reduce errors, and to adhere to audit and control policies
+ Identifies policy gaps and makes suggestions to support the streamlining of related work processes
+ Timely escalation of all requests / inquiries / issues / errors
+ Develops a good understanding of products and processes, and industry practices and standards
+ Applies a good knowledge of a wide range of specialized administrative/technical skills to monitor, analyze and/or evaluate processes and data; most of the impact is related to the accuracy of tasks performed, and the quality and timeliness of tasks that affect own team and closely related teams
+ Applies a good understanding of how the team and area integrate with others in accomplishing the objectives of the wider team/working group
+ Utilizes good communication and interpersonal skills to interact with colleagues and stakeholders, and to exchange potentially complex/sensitive information
+ May perform other duties as assigned by supervisor
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
+ Able to work on Malaysia Public Holiday
**Qualifications:**
+ Bachelor's degree preferred
+ 0-1 Years Related Experience
+ Individuals at this level exhibit basic executional capabilities and are beginning to take on more responsibility
+ Knowledge of multiple types of investment instruments including: Equity securities, Fixed Income and Asset Backed securities
+ Proficient in MS Office (Excel, Word, Access- is desired)
+ Proven success as a team player
**Education:**
+ Bachelor's/University degree or equivalent experience
---
**Job Family Group:**
Operations - Transaction Services
---
**Job Family:**
Asset Servicing
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**Responsibilities:**
+ This role will manage reconciling and processing positions related to Corporate Action events
+ These activities include revisions of communications, notifications and facilitating postings for Corporate Action or Proxy events
+ Supports a range of products/ services and projects in accordance with established systems and procedures, under general supervision
+ Responsible for routine operational tasks focused on administering defined procedures, analyses and report preparation, and resolving problems that require investigation or research
+ Performs multiple transactions of moderate complexity
+ Applies analytical thinking and knowledge of data analysis tools and methodologies to identify process improvements and support the implementation of projects
+ Interprets data and contributes to recommendations for process improvement, and/or the launch of new products/ services and upgraded platforms
+ Minimizes risk to the bank through knowledge of procedural requirements - understands and monitors errors to suggest solutions to reduce errors, and to adhere to audit and control policies
+ Identifies policy gaps and makes suggestions to support the streamlining of related work processes
+ Timely escalation of all requests / inquiries / issues / errors
+ Develops a good understanding of products and processes, and industry practices and standards
+ Applies a good knowledge of a wide range of specialized administrative/technical skills to monitor, analyze and/or evaluate processes and data; most of the impact is related to the accuracy of tasks performed, and the quality and timeliness of tasks that affect own team and closely related teams
+ Applies a good understanding of how the team and area integrate with others in accomplishing the objectives of the wider team/working group
+ Utilizes good communication and interpersonal skills to interact with colleagues and stakeholders, and to exchange potentially complex/sensitive information
+ May perform other duties as assigned by supervisor
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
+ Able to work on Malaysia Public Holiday
**Qualifications:**
+ Bachelor's degree preferred
+ 0-1 Years Related Experience
+ Individuals at this level exhibit basic executional capabilities and are beginning to take on more responsibility
+ Knowledge of multiple types of investment instruments including: Equity securities, Fixed Income and Asset Backed securities
+ Proficient in MS Office (Excel, Word, Access- is desired)
+ Proven success as a team player
**Education:**
+ Bachelor's/University degree or equivalent experience
---
**Job Family Group:**
Operations - Transaction Services
---
**Job Family:**
Asset Servicing
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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This advertiser has chosen not to accept applicants from your region.
0
Custody Operations Asset Services Analyst
Kuala Lumpur, Kuala Lumpur
Citibank (Switzerland) AG
Posted 1 day ago
Job Viewed
Job Description
# For additional information, please review .The Custody Operations Asset Services Analyst
is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.
**Responsibilities:*** This role will manage reconciling and processing positions related to Corporate Action events* These activities include revisions of communications, notifications and facilitating postings for Corporate Action or Proxy events* Supports a range of products/ services and projects in accordance with established systems and procedures, under general supervision* Responsible for routine operational tasks focused on administering defined procedures, analyses and report preparation, and resolving problems that require investigation or research* Performs multiple transactions of moderate complexity* Applies analytical thinking and knowledge of data analysis tools and methodologies to identify process improvements and support the implementation of projects* Interprets data and contributes to recommendations for process improvement, and/or the launch of new products/ services and upgraded platforms* Minimizes risk to the bank through knowledge of procedural requirements - understands and monitors errors to suggest solutions to reduce errors, and to adhere to audit and control policies* Identifies policy gaps and makes suggestions to support the streamlining of related work processes* Timely escalation of all requests / inquiries / issues / errors* Develops a good understanding of products and processes, and industry practices and standards* Applies a good knowledge of a wide range of specialized administrative/technical skills to monitor, analyze and/or evaluate processes and data; most of the impact is related to the accuracy of tasks performed, and the quality and timeliness of tasks that affect own team and closely related teams* Applies a good understanding of how the team and area integrate with others in accomplishing the objectives of the wider team/working group* Utilizes good communication and interpersonal skills to interact with colleagues and stakeholders, and to exchange potentially complex/sensitive information* May perform other duties as assigned by supervisor* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.* Able to work on Malaysia Public Holiday**Qualifications:*** Bachelor's degree preferred* 0-1 Years Related Experience* Individuals at this level exhibit basic executional capabilities and are beginning to take on more responsibility* Knowledge of multiple types of investment instruments including: Equity securities, Fixed Income and Asset Backed securities* Proficient in MS Office (Excel, Word, Access- is desired)* Proven success as a team player**Education:*** Bachelor’s/University degree or equivalent experience---**Job Family Group:**Operations - Transaction Services---**Job Family:**Asset Servicing---**Time Type:**Full time---**Most Relevant Skills**Please see the requirements listed above.---**Other Relevant Skills**For complementary skills, please see above and/or contact the recruiter.---*Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.**If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review* *.*
*View Citi’s
and the
poster.* #J-18808-Ljbffr
is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.
**Responsibilities:*** This role will manage reconciling and processing positions related to Corporate Action events* These activities include revisions of communications, notifications and facilitating postings for Corporate Action or Proxy events* Supports a range of products/ services and projects in accordance with established systems and procedures, under general supervision* Responsible for routine operational tasks focused on administering defined procedures, analyses and report preparation, and resolving problems that require investigation or research* Performs multiple transactions of moderate complexity* Applies analytical thinking and knowledge of data analysis tools and methodologies to identify process improvements and support the implementation of projects* Interprets data and contributes to recommendations for process improvement, and/or the launch of new products/ services and upgraded platforms* Minimizes risk to the bank through knowledge of procedural requirements - understands and monitors errors to suggest solutions to reduce errors, and to adhere to audit and control policies* Identifies policy gaps and makes suggestions to support the streamlining of related work processes* Timely escalation of all requests / inquiries / issues / errors* Develops a good understanding of products and processes, and industry practices and standards* Applies a good knowledge of a wide range of specialized administrative/technical skills to monitor, analyze and/or evaluate processes and data; most of the impact is related to the accuracy of tasks performed, and the quality and timeliness of tasks that affect own team and closely related teams* Applies a good understanding of how the team and area integrate with others in accomplishing the objectives of the wider team/working group* Utilizes good communication and interpersonal skills to interact with colleagues and stakeholders, and to exchange potentially complex/sensitive information* May perform other duties as assigned by supervisor* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.* Able to work on Malaysia Public Holiday**Qualifications:*** Bachelor's degree preferred* 0-1 Years Related Experience* Individuals at this level exhibit basic executional capabilities and are beginning to take on more responsibility* Knowledge of multiple types of investment instruments including: Equity securities, Fixed Income and Asset Backed securities* Proficient in MS Office (Excel, Word, Access- is desired)* Proven success as a team player**Education:*** Bachelor’s/University degree or equivalent experience---**Job Family Group:**Operations - Transaction Services---**Job Family:**Asset Servicing---**Time Type:**Full time---**Most Relevant Skills**Please see the requirements listed above.---**Other Relevant Skills**For complementary skills, please see above and/or contact the recruiter.---*Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.**If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review* *.*
*View Citi’s
and the
poster.* #J-18808-Ljbffr
Is this job a match or a miss?
This advertiser has chosen not to accept applicants from your region.
1
Custody Operations Asset Services Analyst
Kuala Lumpur, Kuala Lumpur
Citigroup Inc.
Posted 1 day ago
Job Viewed
Job Description
The Custody Operations Asset Services Analyst is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.
Responsibilities
This role will manage reconciling and processing positions related to Corporate Action events
These activities include revisions of communications, notifications and facilitating postings for Corporate Action or Proxy events
Supports a range of products/ services and projects in accordance with established systems and procedures, under general supervision
Responsible for routine operational tasks focused on administering defined procedures, analyses and report preparation, and resolving problems that require investigation or research
Performs multiple transactions of moderate complexity
Applies analytical thinking and knowledge of data analysis tools and methodologies to identify process improvements and support the implementation of projects
Interprets data and contributes to recommendations for process improvement, and/or the launch of new products/ services and upgraded platforms
Minimizes risk to the bank through knowledge of procedural requirements - understands and monitors errors to suggest solutions to reduce errors, and to adhere to audit and control policies
Identifies policy gaps and makes suggestions to support the streamlining of related work processes
Timely escalation of all requests / inquiries / issues / errors
Develops a good understanding of products and processes, and industry practices and standards
Applies a good knowledge of a wide range of specialized administrative/technical skills to monitor, analyze and/or evaluate processes and data; most of the impact is related to the accuracy of tasks performed, and the quality and timeliness of tasks that affect own team and closely related teams
Applies a good understanding of how the team and area integrate with others in accomplishing the objectives of the wider team/working group
Utilizes good communication and interpersonal skills to interact with colleagues and stakeholders, and to exchange potentially complex/sensitive information
May perform other duties as assigned by supervisor
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Able to work on Malaysia Public Holiday
Qualifications
Bachelor's degree preferred
0-1 Years Related Experience
Individuals at this level exhibit basic executional capabilities and are beginning to take on more responsibility
Knowledge of multiple types of investment instruments including: Equity securities, Fixed Income and Asset Backed securities
Proficient in MS Office (Excel, Word, Access- is desired)
Proven success as a team player
Education
Bachelor’s/University degree or equivalent experience
Job Family Group Operations - Transaction Services
Job Family Asset Servicing
Time Type Full time
Most Relevant Skills Please see the requirements listed above.
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
Responsibilities
This role will manage reconciling and processing positions related to Corporate Action events
These activities include revisions of communications, notifications and facilitating postings for Corporate Action or Proxy events
Supports a range of products/ services and projects in accordance with established systems and procedures, under general supervision
Responsible for routine operational tasks focused on administering defined procedures, analyses and report preparation, and resolving problems that require investigation or research
Performs multiple transactions of moderate complexity
Applies analytical thinking and knowledge of data analysis tools and methodologies to identify process improvements and support the implementation of projects
Interprets data and contributes to recommendations for process improvement, and/or the launch of new products/ services and upgraded platforms
Minimizes risk to the bank through knowledge of procedural requirements - understands and monitors errors to suggest solutions to reduce errors, and to adhere to audit and control policies
Identifies policy gaps and makes suggestions to support the streamlining of related work processes
Timely escalation of all requests / inquiries / issues / errors
Develops a good understanding of products and processes, and industry practices and standards
Applies a good knowledge of a wide range of specialized administrative/technical skills to monitor, analyze and/or evaluate processes and data; most of the impact is related to the accuracy of tasks performed, and the quality and timeliness of tasks that affect own team and closely related teams
Applies a good understanding of how the team and area integrate with others in accomplishing the objectives of the wider team/working group
Utilizes good communication and interpersonal skills to interact with colleagues and stakeholders, and to exchange potentially complex/sensitive information
May perform other duties as assigned by supervisor
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Able to work on Malaysia Public Holiday
Qualifications
Bachelor's degree preferred
0-1 Years Related Experience
Individuals at this level exhibit basic executional capabilities and are beginning to take on more responsibility
Knowledge of multiple types of investment instruments including: Equity securities, Fixed Income and Asset Backed securities
Proficient in MS Office (Excel, Word, Access- is desired)
Proven success as a team player
Education
Bachelor’s/University degree or equivalent experience
Job Family Group Operations - Transaction Services
Job Family Asset Servicing
Time Type Full time
Most Relevant Skills Please see the requirements listed above.
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
Is this job a match or a miss?
This advertiser has chosen not to accept applicants from your region.
2
Custody Operations Asset Services Analyst
Kuala Lumpur, Kuala Lumpur
Citi
Posted 1 day ago
Job Viewed
Job Description
Custody Operations Asset Services Analyst Citi Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
The Custody Operations Asset Services Analyst is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.
Responsibilities
This role will manage reconciling and processing positions related to Corporate Action events
These activities include revisions of communications, notifications and facilitating postings for Corporate Action or Proxy events
Supports a range of products/ services and projects in accordance with established systems and procedures, under general supervision
Responsible for routine operational tasks focused on administering defined procedures, analyses and report preparation, and resolving problems that require investigation or research
Performs multiple transactions of moderate complexity
Applies analytical thinking and knowledge of data analysis tools and methodologies to identify process improvements and support the implementation of projects
Interprets data and contributes to recommendations for process improvement, and/or the launch of new products/ services and upgraded platforms
Minimizes risk to the bank through knowledge of procedural requirements - understands and monitors errors to suggest solutions to reduce errors, and to adhere to audit and control policies
Identifies policy gaps and makes suggestions to support the streamlining of related work processes
Timely escalation of all requests / inquiries / issues / errors
Develops a good understanding of products and processes, and industry practices and standards
Applies a good knowledge of a wide range of specialized administrative/technical skills to monitor, analyze and/or evaluate processes and data; most of the impact is related to the accuracy of tasks performed, and the quality and timeliness of tasks that affect own team and closely related teams
Applies a good understanding of how the team and area integrate with others in accomplishing the objectives of the wider team/working group
Utilizes good communication and interpersonal skills to interact with colleagues and stakeholders, and to exchange potentially complex/sensitive information
May perform other duties as assigned by supervisor
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Able to work on Malaysia Public Holiday
Qualifications
Bachelor's degree preferred
0-1 Years Related Experience
Individuals at this level exhibit basic executional capabilities and are beginning to take on more responsibility
Knowledge of multiple types of investment instruments including: Equity securities, Fixed Income and Asset Backed securities
Proficient in MS Office (Excel, Word, Access- is desired)
Proven success as a team player
Education
Bachelor’s/University degree or equivalent experience
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
The Custody Operations Asset Services Analyst is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.
Responsibilities
This role will manage reconciling and processing positions related to Corporate Action events
These activities include revisions of communications, notifications and facilitating postings for Corporate Action or Proxy events
Supports a range of products/ services and projects in accordance with established systems and procedures, under general supervision
Responsible for routine operational tasks focused on administering defined procedures, analyses and report preparation, and resolving problems that require investigation or research
Performs multiple transactions of moderate complexity
Applies analytical thinking and knowledge of data analysis tools and methodologies to identify process improvements and support the implementation of projects
Interprets data and contributes to recommendations for process improvement, and/or the launch of new products/ services and upgraded platforms
Minimizes risk to the bank through knowledge of procedural requirements - understands and monitors errors to suggest solutions to reduce errors, and to adhere to audit and control policies
Identifies policy gaps and makes suggestions to support the streamlining of related work processes
Timely escalation of all requests / inquiries / issues / errors
Develops a good understanding of products and processes, and industry practices and standards
Applies a good knowledge of a wide range of specialized administrative/technical skills to monitor, analyze and/or evaluate processes and data; most of the impact is related to the accuracy of tasks performed, and the quality and timeliness of tasks that affect own team and closely related teams
Applies a good understanding of how the team and area integrate with others in accomplishing the objectives of the wider team/working group
Utilizes good communication and interpersonal skills to interact with colleagues and stakeholders, and to exchange potentially complex/sensitive information
May perform other duties as assigned by supervisor
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Able to work on Malaysia Public Holiday
Qualifications
Bachelor's degree preferred
0-1 Years Related Experience
Individuals at this level exhibit basic executional capabilities and are beginning to take on more responsibility
Knowledge of multiple types of investment instruments including: Equity securities, Fixed Income and Asset Backed securities
Proficient in MS Office (Excel, Word, Access- is desired)
Proven success as a team player
Education
Bachelor’s/University degree or equivalent experience
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
Is this job a match or a miss?
This advertiser has chosen not to accept applicants from your region.
3
Custody Operation Client Services ( AVP)
Kuala Lumpur, Kuala Lumpur
Citigroup Inc.
Posted 3 days ago
Job Viewed
Job Description
Overview The Custody Operation Client Services (AVP) is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities
Manage a portfolio of high-profile clients, ensuring queries are acknowledged, investigated and resolved timely and professionally and in line with departmental standards.
Provide coaching and support to team and serve a point of contact for escalations.
Develop and maintain client portfolio through regular calls and face to face interaction, as needed.
Inform clients about problems (system failures, market issues) and provide regular resolution updates.
Advise on and advocate the implementation of process improvement and reengineering to improve client experience.
Maintain knowledge of new market and regulatory requirements affecting client portfolio/base.
Escalate customer feedback, processing delays and errors appropriately.
Conduct necessary analyses to resolve problems, liaising with internal teams on escalation, as necessary.
Complete tasks such as reviews, audit preparation, capacity planning, reporting and maintain control environment.
Participate in and advise on inquiry-volume reduction, client experience initiatives and cross-departmental initiatives.
Adequately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
6-8 years of Client Service/Custody experience
Relevant Transaction Management/Asset Servicing/Securities Lending experience (business/financial environment) preferred
Demonstrated project management and organizational skills to prioritize multiple tasks
Proven self-reliance and accountability and ability to manage risk
Consistently demonstrate clear and concise written and verbal communication with ability to influence stakeholders
Proven investigative and analytical skills
Consistently deliver high-quality customer service with focus on building client relationships and achieving quality results
Education
Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Most Relevant Skills Please see the requirements listed above.
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
Citigroup is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
Responsibilities
Manage a portfolio of high-profile clients, ensuring queries are acknowledged, investigated and resolved timely and professionally and in line with departmental standards.
Provide coaching and support to team and serve a point of contact for escalations.
Develop and maintain client portfolio through regular calls and face to face interaction, as needed.
Inform clients about problems (system failures, market issues) and provide regular resolution updates.
Advise on and advocate the implementation of process improvement and reengineering to improve client experience.
Maintain knowledge of new market and regulatory requirements affecting client portfolio/base.
Escalate customer feedback, processing delays and errors appropriately.
Conduct necessary analyses to resolve problems, liaising with internal teams on escalation, as necessary.
Complete tasks such as reviews, audit preparation, capacity planning, reporting and maintain control environment.
Participate in and advise on inquiry-volume reduction, client experience initiatives and cross-departmental initiatives.
Adequately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
6-8 years of Client Service/Custody experience
Relevant Transaction Management/Asset Servicing/Securities Lending experience (business/financial environment) preferred
Demonstrated project management and organizational skills to prioritize multiple tasks
Proven self-reliance and accountability and ability to manage risk
Consistently demonstrate clear and concise written and verbal communication with ability to influence stakeholders
Proven investigative and analytical skills
Consistently deliver high-quality customer service with focus on building client relationships and achieving quality results
Education
Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Most Relevant Skills Please see the requirements listed above.
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
Citigroup is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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4
Custody Operation Client Services ( AVP)
Kuala Lumpur, Kuala Lumpur
Citi
Posted 15 days ago
Job Viewed
Job Description
Custody Operation Client Services ( AVP)
Citi Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia The Custody Operation Client Services ( AVP) is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities
Manage a portfolio of high-profile clients, ensuring queries are acknowledged, investigated and resolved timely and professionally and in line with departmental standards. Provide coaching and support to team and serve a point of contact for escalations. Develop and maintain client portfolio through regular calls and face to face interaction, as needed. Inform clients about problems (system failures, market issues) and provide regular resolution updates. Advise on and advocate the implementation of process improvement and reengineering to improve client experience. Maintain knowledge of new market and regulatory requirements affecting client portfolio/base. Escalate customer feedback, processing delays and errors appropriately. Conduct necessary analyses to resolve problems, liaising with internal teams on escalation, as necessary. Complete tasks such as reviews, audit preparation, capacity planning, reporting and maintain control environment. Participate in and advise on inquiry-volume reduction, client experience initiatives and cross-departmental initiatives. Adequately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment, and escalating, managing and reporting control issues with transparency. Qualifications
6-8 years of Client Service/Custody experience Relevant Transaction Management/Asset Servicing/Securities Lending experience (business/financial environment) preferred Demonstrated project management and organizational skills to prioritize multiple tasks Proven self-reliance and accountability and ability to manage risk Clear and concise written and verbal communication with ability to influence stakeholders Proven investigative and analytical skills Consistently deliver high-quality customer service with focus on building client relationships and achieving quality results Education
Bachelor's degree/University degree or equivalent experience This job description provides a high-level overview of the types of work performed. Other job-related duties may be assigned as required. Details
Job Family Group: Private Client Coverage Job Family: Client Services Time Type: Full time Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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Citi Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia The Custody Operation Client Services ( AVP) is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities
Manage a portfolio of high-profile clients, ensuring queries are acknowledged, investigated and resolved timely and professionally and in line with departmental standards. Provide coaching and support to team and serve a point of contact for escalations. Develop and maintain client portfolio through regular calls and face to face interaction, as needed. Inform clients about problems (system failures, market issues) and provide regular resolution updates. Advise on and advocate the implementation of process improvement and reengineering to improve client experience. Maintain knowledge of new market and regulatory requirements affecting client portfolio/base. Escalate customer feedback, processing delays and errors appropriately. Conduct necessary analyses to resolve problems, liaising with internal teams on escalation, as necessary. Complete tasks such as reviews, audit preparation, capacity planning, reporting and maintain control environment. Participate in and advise on inquiry-volume reduction, client experience initiatives and cross-departmental initiatives. Adequately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment, and escalating, managing and reporting control issues with transparency. Qualifications
6-8 years of Client Service/Custody experience Relevant Transaction Management/Asset Servicing/Securities Lending experience (business/financial environment) preferred Demonstrated project management and organizational skills to prioritize multiple tasks Proven self-reliance and accountability and ability to manage risk Clear and concise written and verbal communication with ability to influence stakeholders Proven investigative and analytical skills Consistently deliver high-quality customer service with focus on building client relationships and achieving quality results Education
Bachelor's degree/University degree or equivalent experience This job description provides a high-level overview of the types of work performed. Other job-related duties may be assigned as required. Details
Job Family Group: Private Client Coverage Job Family: Client Services Time Type: Full time Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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5
Executive, Financial Services
Shah Alam, Selangor
UiTM Holdings Sdn Bhd
Posted 2 days ago
Job Viewed
Job Description
Add expected salary to your profile for insights
Perform month-end closing activities, including posting of journal entries.
Monitoring of premium receivable and claims receivables for impairment and recovery.
Responsible for payment processing, including verification, and ensuring payments are processed within the stipulated timeline and following company policies.
Perform bank reconciliations, follow-up, and resolution of open items.
Update and maintain fixed asset register, including posting of entries to the general ledger.
Update standard operating procedures for accounting activities as required.
Assist in the preparation of yearly Group Financial Budgets and Business Plan.
Analyse and report on current financial status.
Coordinate with Head of Company, Finance Manager and Head of Business Unit Team on long-term financial planning.
Compare anticipated and actual results and identify areas of improvement.
Review accounting transactions for data accuracy.
Maintain confidentiality of financial information and investment decisions.
Act as a true business partner by providing financial results to the operational division along with analysis support.
Proudly take a lead in the preparation of annual operating budgets and yearly audited financial statements.
Be the primary contact for the design and maintenance of the budgeting and reporting systems.
Take charge of the development and maintenance of activity costing rates used for profit analysis and be able to provide analysis in support of organisational initiatives.
To perform any other task as directed by the superior.
Requirements
Qualification: Degree or Diploma in Accounting/Finance or a relevant professional qualification.
Minimum 2 – 4 years of working experience in a similar capacity.
Proficient in a full set of accounting.
Self-starter who can work independently and work with all relevant internal teams and external parties if required.
Independent, and the ability to work under pressure with tight deadlines.
Facilitate and practice security, integrity and confidentiality of information.
Attention to fine details, highly analytical and compliance with accounting standards and practices.
A good team player with strong interpersonal skills, mature and able to communicate with all levels of personnel.
Able to work beyond the normal working hours.
Excellent interpersonal, oral and written communication skills.
Adaptable to rapid technology changes.
How to apply Candidates who meet the above requirements and qualifications must email a complete resume/CV containing personal information, the highest academic qualifications (including a copy of the relevant certificates), expected salary, and a passport-size photo to
ONLY SHORTLISTED CANDIDATES WILL BE NOTIFIED
Company Overview UiTM Holdings Sdn Bhd (UHSB) is a wholly-owned investment holding company of Universiti Teknologi MARA. Incorporated on 5 June 2007, UHSB presently manages 8 active subsidiaries with operations spanning across four business divisions namely Energy, Healthcare, Technology and Creative. UHSB acts as a link committed to transforming ideas into action and income generation into wealth creation, and is the gap‑bridging entity mandated to fulfil the wealth creation for UiTM to create investment opportunities and enhance the strategic positioning of the core businesses.
Perks and benefits Medical, Miscellaneous allowance, Dental Hospitalisation & Maternity Benefits, GTL/GPA Insurance
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Perform month-end closing activities, including posting of journal entries.
Monitoring of premium receivable and claims receivables for impairment and recovery.
Responsible for payment processing, including verification, and ensuring payments are processed within the stipulated timeline and following company policies.
Perform bank reconciliations, follow-up, and resolution of open items.
Update and maintain fixed asset register, including posting of entries to the general ledger.
Update standard operating procedures for accounting activities as required.
Assist in the preparation of yearly Group Financial Budgets and Business Plan.
Analyse and report on current financial status.
Coordinate with Head of Company, Finance Manager and Head of Business Unit Team on long-term financial planning.
Compare anticipated and actual results and identify areas of improvement.
Review accounting transactions for data accuracy.
Maintain confidentiality of financial information and investment decisions.
Act as a true business partner by providing financial results to the operational division along with analysis support.
Proudly take a lead in the preparation of annual operating budgets and yearly audited financial statements.
Be the primary contact for the design and maintenance of the budgeting and reporting systems.
Take charge of the development and maintenance of activity costing rates used for profit analysis and be able to provide analysis in support of organisational initiatives.
To perform any other task as directed by the superior.
Requirements
Qualification: Degree or Diploma in Accounting/Finance or a relevant professional qualification.
Minimum 2 – 4 years of working experience in a similar capacity.
Proficient in a full set of accounting.
Self-starter who can work independently and work with all relevant internal teams and external parties if required.
Independent, and the ability to work under pressure with tight deadlines.
Facilitate and practice security, integrity and confidentiality of information.
Attention to fine details, highly analytical and compliance with accounting standards and practices.
A good team player with strong interpersonal skills, mature and able to communicate with all levels of personnel.
Able to work beyond the normal working hours.
Excellent interpersonal, oral and written communication skills.
Adaptable to rapid technology changes.
How to apply Candidates who meet the above requirements and qualifications must email a complete resume/CV containing personal information, the highest academic qualifications (including a copy of the relevant certificates), expected salary, and a passport-size photo to
ONLY SHORTLISTED CANDIDATES WILL BE NOTIFIED
Company Overview UiTM Holdings Sdn Bhd (UHSB) is a wholly-owned investment holding company of Universiti Teknologi MARA. Incorporated on 5 June 2007, UHSB presently manages 8 active subsidiaries with operations spanning across four business divisions namely Energy, Healthcare, Technology and Creative. UHSB acts as a link committed to transforming ideas into action and income generation into wealth creation, and is the gap‑bridging entity mandated to fulfil the wealth creation for UiTM to create investment opportunities and enhance the strategic positioning of the core businesses.
Perks and benefits Medical, Miscellaneous allowance, Dental Hospitalisation & Maternity Benefits, GTL/GPA Insurance
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6
Financial Services Advisor
Kuantan, Pahang
Prudential BSN Takaful Berhad
Posted 3 days ago
Job Viewed
Job Description
2 days ago Be among the first 25 applicants Prudential BSN Takaful Berhad (PruBSN) is Malaysia’s leading family takaful operator known for its customer‑centric approach, multi‑distribution channel strategy, innovative solutions, and technological leadership. We provide a supportive environment that enables our people to find value and meaning in their work while delivering outstanding performance for our customers and communities. PruBSN is committed to robust talent development and training programs, driving leadership, performance and rewards, employee engagement, and fostering a diverse and inclusive workforce. For career opportunities at PruBSN, visit Role Description
This is a full‑time on‑site role for a Sales and Financial Consultant located in Kuantan. The Sales and Financial Consultant will be responsible for providing financial planning, retirement planning, and investment advice to clients. Daily tasks include analyzing financial data, developing financial strategies, and creating investment plans to meet client goals. The role also involves maintaining client relationships and staying updated with financial market trends. Qualifications
Skills in Financial Planning and Retirement Planning Knowledge of Investments and Finance Strong Analytical Skills Excellent communication and interpersonal skills Ability to work effectively in a team Minimum SPM with 2 years working experience Diploma or higher. Fresh graduates are highly encouraged to apply Aged 20 years and above (male or female) Well‑groomed and presentable Seniority level
Entry level Employment type
Full‑time Job function
Finance and Sales Industries
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This is a full‑time on‑site role for a Sales and Financial Consultant located in Kuantan. The Sales and Financial Consultant will be responsible for providing financial planning, retirement planning, and investment advice to clients. Daily tasks include analyzing financial data, developing financial strategies, and creating investment plans to meet client goals. The role also involves maintaining client relationships and staying updated with financial market trends. Qualifications
Skills in Financial Planning and Retirement Planning Knowledge of Investments and Finance Strong Analytical Skills Excellent communication and interpersonal skills Ability to work effectively in a team Minimum SPM with 2 years working experience Diploma or higher. Fresh graduates are highly encouraged to apply Aged 20 years and above (male or female) Well‑groomed and presentable Seniority level
Entry level Employment type
Full‑time Job function
Finance and Sales Industries
Insurance Referrals increase your chances of interviewing at Prudential BSN Takaful Berhad by 2x We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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7
Consumer Financial Services
Selangor, Selangor
Talent Recruit
Posted 4 days ago
Job Viewed
Job Description
About the job Consumer Financial Services
Company Background: We are representing our well-knownbanking clients in their search for a highly motivated and dynamic individual to join their team in the position of Consumer Financial Services. We are looking for a candidate who is passionate about delivering excellent customer service and contributing to the success of a leading bank in the region. Monday - Friday Annual Leaves, Medical Leave Performance bonus Medical Insurance Yearly bonus Job Description: To provide One-Stop and holistic banking solutions to our customers. Offer Professional Wealth Advice - To be part of the leading wealth solutions team in the industry and supported by regional wealth panel. You will be constantly engage with our wealth specialist, sensing the pulse of global economy, and in return offer your professional advice and appropriate financial solutions to our customers, and achieve your revenue target. Be Our Personal and Premier Banking Advocate and Acquire New Customer You will be well involved in events and sales activities in line with the business direction and other sales initiatives. By engaging customers and prospects, you will be the ambassador of the bank to share on the benefit and inviting them to be part of the Personal / Premier Banking. Service - You are expected to proactively engage our customers to establish a good relationship with customers to achieve a growing customer satisfaction in line with aim to improving over customer engagement score on a consistent manner. Compliance You are to adhere diligently on all documentary and processes procedures and requirement. To ensure no lapses in control requirement and submit reports, both statutory and regulatory on a timely manner. To ensure zero defect in account opening, sales transactions execution, loan submission and others. Job Requirements: Diploma and above holder with experience in sales or service experience in the financial or service industry (e.g. of service are Airline, Telco, Hotel, Tourism). Fresh graduates are encouraged to apply. License and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM etc) is an added advantage. Possess strong interest in financial planning, investment, lending, and sales. Strong understanding of both financial and non-financial markets as well as excellent communication and interpersonal skills. Good social networking skill and able to deliver and maintain high quality of customer service. Multi-lingual will be an added advantage. Possesses own transport and willing to travel. Interested candidate may apply online or send your resume to Only shortlisted candidate will be notified
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Company Background: We are representing our well-knownbanking clients in their search for a highly motivated and dynamic individual to join their team in the position of Consumer Financial Services. We are looking for a candidate who is passionate about delivering excellent customer service and contributing to the success of a leading bank in the region. Monday - Friday Annual Leaves, Medical Leave Performance bonus Medical Insurance Yearly bonus Job Description: To provide One-Stop and holistic banking solutions to our customers. Offer Professional Wealth Advice - To be part of the leading wealth solutions team in the industry and supported by regional wealth panel. You will be constantly engage with our wealth specialist, sensing the pulse of global economy, and in return offer your professional advice and appropriate financial solutions to our customers, and achieve your revenue target. Be Our Personal and Premier Banking Advocate and Acquire New Customer You will be well involved in events and sales activities in line with the business direction and other sales initiatives. By engaging customers and prospects, you will be the ambassador of the bank to share on the benefit and inviting them to be part of the Personal / Premier Banking. Service - You are expected to proactively engage our customers to establish a good relationship with customers to achieve a growing customer satisfaction in line with aim to improving over customer engagement score on a consistent manner. Compliance You are to adhere diligently on all documentary and processes procedures and requirement. To ensure no lapses in control requirement and submit reports, both statutory and regulatory on a timely manner. To ensure zero defect in account opening, sales transactions execution, loan submission and others. Job Requirements: Diploma and above holder with experience in sales or service experience in the financial or service industry (e.g. of service are Airline, Telco, Hotel, Tourism). Fresh graduates are encouraged to apply. License and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM etc) is an added advantage. Possess strong interest in financial planning, investment, lending, and sales. Strong understanding of both financial and non-financial markets as well as excellent communication and interpersonal skills. Good social networking skill and able to deliver and maintain high quality of customer service. Multi-lingual will be an added advantage. Possesses own transport and willing to travel. Interested candidate may apply online or send your resume to Only shortlisted candidate will be notified
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8
Financial Services Consultant
Kuala Lumpur, Kuala Lumpur
Qaizer Consultancy
Posted 13 days ago
Job Viewed
Job Description
2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Qaizer Group is a leader in the financial services industry, operating under the new Agency Leaders Corporation (ALC) structure. The vision of "Changing Life Forever" drives our commitment to providing the highest standards of competency, service, and attention to clients and consultants. Qaizer Consultancy has branches in Kuala Lumpur and Melaka, supporting both business partners and clients. Role Description
This is a full-time hybrid role for a Financial Services Consultant at Qaizer Consultancy. The Consultant will be responsible for providing financial services and consulting to clients, requiring analytical skills, finance expertise, and strong communication abilities. The role is based in WP Kuala Lumpur with the flexibility for some remote work. Qualifications
Analytical Skills and Finance expertise Experience in Financial Services and Consulting Ability to work independently and collaboratively Studies in Mass Communication, Marketing, Finance, Economics, Business, or related field Professional certifications (e.g., CFA, CPA) are a plus Seniority level
Entry level Employment type
Full-time Job function
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WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia . Financial Services Consultant (Nationwide)
WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago
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This is a full-time hybrid role for a Financial Services Consultant at Qaizer Consultancy. The Consultant will be responsible for providing financial services and consulting to clients, requiring analytical skills, finance expertise, and strong communication abilities. The role is based in WP Kuala Lumpur with the flexibility for some remote work. Qualifications
Analytical Skills and Finance expertise Experience in Financial Services and Consulting Ability to work independently and collaboratively Studies in Mass Communication, Marketing, Finance, Economics, Business, or related field Professional certifications (e.g., CFA, CPA) are a plus Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Qaizer Consultancy by 2x Get notified about new Financial Services Consultant jobs in
WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia . Financial Services Consultant (Nationwide)
WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago
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9