- Sales Performance reporting - Weekly HNW sales reporting across all channels
- DE2 tracking and reporting, including quarterly PDC reporting (by notation)
- Review and Validate DE2 requests raised by BDMs before further approvals, ensuring supporting documentation is sighted and collated for all requests
- Cost Centre expense tracking, monitoring (actual vs budget) and monthly reporting
- Support and review EAFs preparation
- Collate SOPs for the new HNW department, and support the development of new SOPs, custodian for HNW dept SOPs
- Manage 2027 budgeting cycle (usually starts in August)
- Expense management
- Trend analysis, data interpretation, story boardingand commentaries for management review
- Review all SOP and develop controls report
- Annual audit
- Any other projects/tasks assigned
Joy Yeow Zhi Qian
(CEI Registration No: R2096261)
Recruit Express Pte Ltd (EA Licence No: 99C4599