JOB PURPOSE

A Creative Lead is responsible for driving creativity and producing visually compelling digital content—including graphics, videos, animations, and other multimedia assets—tailored to the needs of the brand and business. This role oversees and maintains the company’s Corporate Identity (CI) Guidelines, ensuring consistent and high-quality brand expression across all platforms.

As a key innovator, the Creative Lead actively integrates technology and AI tools into daily design workflows to enhance creativity, improve efficiency, and elevate the overall quality of deliverables. The role requires both strategic thinking and hands-on execution, handling end-to-end creative and design tasks.

By strengthening brand identity, elevating user experience, and creating impactful visual communication across websites, social media, and digital campaigns, the Creative Lead plays a critical role in driving engagement and supporting business and marketing growth.

EDUCATION

Mid-level in Graphic Design, Multimedia, or software engineering is preferred; or a related field (or equivalent experience).

Experience: 3-5 year of extensive experience with Illustrator, Photoshop, InDesign, and Adobe Premier Pro and/or Final Cut Pro, or other relevant tools.

CERTIFICATIONS/REGULATORY CERTIFICATIONS

Key-in any certification/s required for the job (if any)

Graphic Designer

Software Engineering

PART 3: KEY ACCOUNTABILITIES & OUTCOMES

I

Principle Accountabilities

Describe the key activities that you are expected to achieve. Start with the most important

Outcomes/ deliverables targeted

Accountability

Supporting Activities

Outcome/ deliverables

Design and Visual Storytelling

·         Design and produce the company’s brand collateral, white papers, videos, infographics, social media visuals, email templates, event materials, direct mailers, advertising, promotional materials, and any other assets used in internal and external communications. This includes thoroughly proofreading and checking for typos, ensuring accuracy and brand consistency, and proactively sharing creative input and recommendations to elevate the overall quality and effectiveness of all deliverables.

·         Manage the entire graphic design production process including visual concepts and/or mockups, design, production, revision, and final file preparation.

·         High-quality, visually consistent brand assets that strictly follow the CI Guideline.

·         Error-free deliverables with no typos, formatting issues, or inconsistencies across channels.

·         Creative, modern, and functional designs that enhance brand perception and user experience.

·         Timely delivery of all design materials to support campaigns, events, and business requests.

·         A library of updated and reusable design templates to support efficiency and consistency across teams.

Video Editor

·         Edit and manipulate video footage to create visually engaging and cohesive videos for YouTube and other Social media channels.

·         Understand the narrative and objectives of the video content and develop a storytelling approach through effective sequencing and editing techniques.

·         Collaborate with line manager and others to develop concepts, storyboards, interview guides.

·         High-quality, visually cohesive videos optimized for social channels.

·         Clear, compelling storytelling that aligns with the narrative, objectives, and brand tone.

·         Smooth pacing, clean transitions, and polished editing that enhance viewer engagement and retention.

·         Videos delivered on time to support marketing campaigns, content calendars, or event timelines.

Technology & AI Tools Adoption

·         Identify, evaluate, and implement emerging design technologies and AI tools to enhance creative workflows (e.g., AI-assisted design, automation tools, asset generation platforms).

·         Integrate AI capabilities into day-to-day design tasks such as ideation, layout optimization, video editing, and content adaptation.

·         Train and guide internal stakeholders on using selected tools when necessary (e.g., AI templates, automated branding tools, digital asset systems).

·         Monitor industry trends and continuously assess new technologies for potential adoption.

·         Increased efficiency and faster turnaround time for design and content production.

·         Higher-quality, more innovative creative outputs supported by advanced tools.

·         Reduced manual workload through automation, allowing more focus on creativity and strategic design tasks.

Others

·         Willing to help team members when needed and provide support to the Team Head with additional tasks as required.

Accountability 

Supporting Activities

Outcome/ deliverables

Challenges

Manage and responsibilities

• Oversee all activities of the Customer Service and Business Support departments.
• Develop and implement customer service strategies aligned with the company’s business objectives.
• Manage customer service channels including call center, email, live chat, mobile app, and in-branch support.
• Train and guide staff on securities products, legal compliance, transaction operations, and professional customer service skills.
• Handle complex customer complaints and issues related to accounts and transactions.
• Collaborate with relevant departments (Product, Operations, IT, Compliance, BCCO, etc.) to improve processes and customer service solutions.
• Establish performance indicators (KPIs), evaluate work effectiveness, and implement measures to enhance productivity.
• Monitor compliance with regulations, policies, and service quality standards.

• Ensure efficient and synchronized operations of both departments to meet established objectives.
• Build and develop a competent workforce to effectively meet job requirements.
• Achieve KPIs on time, improving work efficiency and service quality.
• Fully comply with internal regulations, policies, and quality standards to minimize errors and risks.
• Enhance customer experience.

• Management skills

Project management

• Participate in projects related to the Customer Service and Business Support departments.
• Ensure timely progress and delivery of assigned projects.
• Collaborate with relevant departments to ensure projects are completed on schedule.

• Adhere to project deadlines

• Solve project issues skill.

Processes and procedures builder

• Responsible for developing guidelines related to the Retail Banking Division.
• Contribute to process improvements to enhance the quality of Business Support operations.
• Manage all payments related to product fees, service fees, refunds, and handle products within the Retail Banking Division.
• Ensure compliance in all approvals.
• Provide timely reports as requested.
• Try to automate at least two processes or procedures within the Business Support/Customer Service departments.

• Clear processes/guidelines that effectively support end-users.

Others tasks/ad-hoc tasks

• Perform other tasks as assigned by the Head of Retail Brokerage

• Build recruitment plans for Introducers according to target groups (online & offline) and regions.
• Develop career roadmaps and growth plans for GrowBuddy (Buddies successfully converted to Introducers).
• Organize onboarding programs and introduce models and policies to Introducers & GrowBuddy. Manage, maintain relationships, and drive activities among Introducers & Buddies.

• Achieve Introducer recruitment targets.
• Achieve conversion targets from Buddies to Introducers. Build a widespread network of Introducers & GrowBuddy across multiple provinces and cities.

• Design development pathways for Introducers (from new → professional → leader).
• Design development pathways for GrowBuddy (from existing clients → Buddy → Introducer).
• Define criteria, KPIs, and benefits for each level. Implement 1-on-1 coaching, group mentoring, and e-learning programs to guide long-term development.
• Propose reward and incentive mechanisms to strengthen engagement and loyalty.

• Build a motivated and sustainably developing Introducer & GrowBuddy network.
• Increase retention and promotion rates over time.

• Develop and implement online/offline training programs for Introducers & GrowBuddy on securities knowledge, company products and services, and customer consulting skills.
• Organize investment workshops and seminars in various provinces/cities.

• Introducers & GrowBuddy gain foundational knowledge and confidence in client consulting.
• Increase the active rate of clients developed through the Introducer & GrowBuddy network.

• Work alongside Introducers & GrowBuddy in approaching, consulting, and assisting clients in account opening and trading.
• Coordinate with relevant departments to provide tools and materials.

• Increase the number of new accounts and active clients from the Introducer & GrowBuddy network.
• Achieve transaction volume and revenue targets (KPI).

• Monitor the performance of Introducers & GrowBuddy (number of clients, active rate, revenue, and income).
• Propose engagement and performance improvement policies.
• Provide periodic reports on the performance of the Introducer & GrowBuddy network.
• Conduct regular evaluations to recommend contract renewals or performance improvement plans.

• Transparent and effective evaluation system for Introducers & GrowBuddy.
• Timely policies to improve performance and retention.

• Collect actual needs from Introducers & GrowBuddy on data, management tools, and working platforms.
• Participate in system development projects (performance dashboards, e-learning, sales support mobile apps).
• Contribute feedback, conduct UAT testing, and coordinate implementation of new features.

• Systems/platforms developed align with actual needs.
• Introducers & GrowBuddy are equipped with digital tools to enhance their efficiency in business development and client servicing.

Accountability 

Supporting Activities

Outcome/ deliverables

Credit analysis & Bond Assessment

• Conduct credit due diligence and risk assessment on corporate bond issuers, including financial statements, capital structure, cash flow, and repayment capacity.
• Analyze government bonds, corporate bonds, and other fixed-income instruments.
• Perform internal credit rating and scoring for each issuance.

• Accurate internal credit ratings and risk opinions delivered on time.
• Clear recommendation on risk assessment for bond products.

Credit risk & Margin

• System & Limit Management: Update purchasing power, margin ratios, and limits in the system; review and maintain the marginable stock list.
• Account Monitoring: Track margin account status, market movements, and concentration risks (single counter & single client exposure).
• Risk Control & Actions: Notify brokers/customers of margin calls; coordinate with relevant departments to initiate forced sales; send SMS notifications to clients.
• Advisory & Support: Provide credit advisory/guidance to business units.
• Reporting & Compliance: Prepare reports for local/regional management and regulatory authorities.

• Purchasing power for clients updated in time.
• Margin ratio, limits are correctly and timely updated.
• Highlight potential risk.
• SMS, email sent to related people.
• Full information on force selling sent to relevant department.
• Risk comment, recommendation.
• Report sufficiently & correctly sent to related stakeholders.
• Review marginable stock list on schedule..

Implement Risk projects

• Make detail plans and collaborate with related parties to implement the projects.

• All assigned projects done.

System enhancement

• Detect and describe detailed bugs/ problems of system to manager/ project team.
• Collaborate with other departments to find out solutions to solve problems/ enhance system.

• System enhanced.

Report & data storage

• Prepare periodical reports for local, regional management and regulators.
• Export and store daily data.

• Fully reports to be sent to related parties in time.
• Sufficient & duly storage of data.

Non- Financial Risk Management (Supporting role)

• Operational Risk: Support ORO in conducting RCSA, KRI & IMDC.
• BCM: Support risk team in conducting analysis & Assessment process (BIA, RA), Exercises (DRE, CTE, CSE, LSO, DRE).
• Information risk: support in conducting periodical premises sweep, surprise check and reports.

• RCSA, KRI are conducted as planned.
• Analysis & Assessment process; Exercises are done.
• Premises sweep, surprise check and reports are done.

Performs other duties as assigned by Head of Risk

• As requested.

• All duties are well done.