Responsible for all treasury income line including structured products, retail bonds & foreign exchange. To manage a Portfolio of High Net-Worth Individuals (HNWI) clients and cater their investments needs. To establish, develop, and maintain strong business and client relationships.To provide timely market information & generate sound investment ideas that fit into client's portfolio and in line with the bank market outlook via treasury solutions.Conduct trainings & couching for Premier Relationship Manager to improve their competency in treasury products.

Key Performance Indicator (KPI): Similar job scope as an Acquisition Relationship Manager. However, all wealth products KPI such as Bancassurance and Unit Trust targets is increased by 30 percent.Farmer: Mainly to drive revenue for the branch premier segment by seeking out to existing Premier customers by introducing the latest wealth product. For example, closed-ended funds to cater to all High Net Worth Individual (HNWI).Training: Always on a constant flow of training and retooling of products on a monthly basis to enhance product knowledge and pitching skills. E-Learning & tests are compulsory to be completed for all staff to ensure all prudent risk is taken. Yearly Shariah examination is conducted to all staff to ensure no miss selling is conducted.

Wealth Advice & Planning: Constantly engage with our wealth & Investment specialist, sensing the pulse of global economy, and in return offer professional advice and appropriate financial solutions to all Premier Banking customers.Acquire and upgrading New Premier Banking (PB) Customers: Involved in events and sales activities in line with the Premier Banking business directions. Being the ambassador of the bank by engaging customers and prospects to share on the benefits and inviting them to be part of the Premier Banking. Services: Proactively engage with all PB customers to establish a good relationship with customers to achieve satisfaction in line with the aim to consistently improve customer engagement score. Cross-cultural Events: Planning and execution of External Premier Events with major fund house such as CIMB Bank, RHB Bank, Affin Hwang Capital, and TA Securities. Assisted and executed Premier Movie launch with MBO for all OCBC Al-Amin Premier clients.Compliance: Diligence adherence on all documentation and processes procedures and requirement. To ensure no lapses in control requirement and regulatory in a timely manner. To ensure zero defect in account opening, sales transactions execution.

Campus Visits: Organizing campus visits for all Malaysian Schools to provide insight and motivate potential leads in pursuing higher education.Open Day/Extended Counseling Hours (OD/EC): Planning and managing the participation of all faculties in HELP University ensuring face-to-face interaction with prospective students.Cross-cultural Events: Planning and execution of cross-cultural events. A collaborative initiated by master drummer Levis Pragasam, Red Bull and HELP University to create awareness on the environment and the importance of recycling (Green Beat).Education Fairs: In charge of planning, and executing HELP University’s participation in all major education fairs organized by Facon, The STAR, and Sureworks.Inter-Departmental Events: Planning, and execution of inter-departmental events such as IT Tech Day, Psychology Convention, National Accounting Quiz Competition, National English Debate, and School Magazine Workshops.Sponsorship Events: Organizing events involving Transparency International Malaysia, Teachers Training, Ministry Of Education Training, Pejabat Pelajaran Daerah (PPD), and Home School Mini Conferences.Financial Planning & Budgeting: In charge of developing reports for requirements such as ISO processes, Purchasing Orders, Bursary procedures, F&B, transportation, and travelling procedures ensuring ISO qualifications adherence.Inventory Management: Tabulations of Inventory list is created for monitoring and tracking of stock count to ensure all department brochures are in stock on a daily basis.Prospectus Development & Digitization: Digitization of physical collateral such as brochures, flyers, and posters to ensure optimum cost effectiveness, as well as reaching a wider target audience.

Operations: Oversaw the training of all junior trainees, ensuring to meet the organizations standards of operations and product quality behind the bar. Product development and operations are monitored on a daily basis. Facilitated the operations and executive teams in working together to maintain the wellness of the shop on a daily basis.Executive: Closely worked with senior Baristas who report on operations on a regular basis, ensuring that all executive decisions and work is conducted effectively. Generated monthly and yearly outlines to ensure goals are met within the stipulated time frame. Maintained good rapport with vendors and suppliers, ensuring products and material are of the best quality and are delivered within the shortest period of time available.Accounts: Monitored sales to ensure targets are met on a daily basis. Managed cost planning of overall operations on a monthly basis, ensuring that budgets are not exceeded. Compiled an inventory list to monitor leakages and to cut cost of raw materials. Ensured that the asset checklists are filled in on a monthly basis. Oversaw monthly stock take checks for all materials and products.Front of House: Ensured that the executive teams effectively managed the finance, housekeeping, supply and operations of the coffee shop. Supply and management is closely monitored with the help of executive team and junior trainees.Mentor: Facilitated the assessment of junior trainees for promotion. Ensured that baristas were assessed on coffee production skills, food and beverage hygiene, and customer service skills.

Operations: Weekly basis handling of payroll, petty cash, ordering of supplies and stock, stock count, roster scheduling, Bar and Kitchen SOP. Weekly meetings/updates conducted with full & part-time staffs.Accounts: Accounts tracker, analysis of products, sales and expenses, and costing are recorded on a daily basis. Ensuring leakage is at its minimum. Key element is to fully understand your product and fine-tune skills to optimize customer satisfaction.Development: Research and development is done frequently to improve product quality and necessary skillsets to better cater for the target market. Most recent products developed are the Cold Brew and Brew Bar (Kinto Series).The Grumpyvagen, Coffee Truck: Converting a transportation van into a coffee van, a form of publicity and promotion for The Grumpy Cyclist Cafe. Attending and organizing major cycling events (Le Tour De Langkawi).