About this role:

Wells Fargo is seeking a Business Relationship Support Specialist (Bangaldesh coverage) to join our growing Singapore office.

In this role, you will:

• Responsible for providing customer service to a portfolio of bank customers, sharing leadership role with relationship managers.
• Primary servicing responsibility for Bangladesh customers but will cover other geographies subject to business requirement.
• Independently, proactively and effectively manage customer issues, monitors overdrafts, confirms additional source of funds and partners with office management in decision making process.
• Handle complex customer issues which include escalation and resolution.
• Evaluate profitability and risk of designated portfolio.; Monitor accounts, portfolios and loan bookings to assure compliance with regulatory and company requirements.
• Communicates regulatory and company requirements, tracks compliance and reports/ escalates identified issues for resolution.
• Assist with customer onboarding, due diligence and other associated risk management matters where required.
• Act as the customers’ main point of contact for operational questions.
• Manages "owning the customer experience" approach and effectively executes on all standard protocols regarding interactions with customers.
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
• Conducts customer courtesy calls, by phone, promote relationship building and a positive customer experience during customer interactions and identify cross-sell opportunities.
• Provide the same standard of customer care to our internal team members, who may in turn be servicing Wells Fargo’s financial institution customers in various countries across the globe.

Required Qualifications:

• 2+ years of experience in Business Relationship Support, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Knowledge of Bangladesh (Bengali) language is required due to engagement with clients based in Bangladesh.
• Customer service experience in a bank providing international payments services to financial institution clients.
• Knowledge of Bangladesh market and financial institutions clients are essential.
• Excellent English verbal and written communication skills.

Job Expectations:

• Work collaboratively in a small team with a receptive attitude that allows him/ her to take on additional tasks that ensure the smooth running of a small office.
• Build key relationships with both internal partners and external clients.
• Strong time management and prioritization, skills and ability to manage multiple assignments concurrently.
• Exhibit strong attention to detail and organization.
• Proficiency in MS Office applications (Word, Excel & PowerPoint).

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Job Responsibilities

• Proactively identifying and cultivating new clients and sales leads through strategic outreach
• Collaborating closely with clients to understand their needs and create tailored service solutions
• Partnering with the marketing team to plan and execute impactful business development campaigns, client engagement initiatives, and networking events
• Supporting the People & Development teams in managing professional consultants
• Developing innovative approaches for client opportunities and proposals
• Coordinating with global colleagues on cross-selling initiatives and maintaining the Client Relationship Management (CRM) system

Job Requirements

• Diploma holder and above
• Minimum 3 years and above in legal industry with relevant experience in Business Development/Recruitment/Professional Services
• Extensive experience communicating with diverse stakeholders
• Good experience with LinkedIn and CRM tools & Platform

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

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$4000 - $4500
Woodlands Link
5 days Mon to Friday 8.30am to 6pm

Responsibilities:

• Handle full set of accounts, prepare management accounts and audit schedules
• Review subsidiary accounts and analyse variance
• Liaise with external auditor on audit matters and audit schedules
• Experience in using internet banking for payment
• Ad hoc duties as assigned
• Payroll processing

Requirements:

• Minimum Degree in Accountancy or equivalent
• Min 5 years in handling full set of accounts independently
• Familiar with Microsoft 365 Dynamic Business
• Proficient in Ms Excel
• Knowledge of payroll processing with Times Payroll

WhatsApp: +65 9642 0989 (Han)

Email: [email protected]

Chaw Chiaw Han, Reg No：R22106723

The Supreme HR Advisory Pte Ltd, EA No：14c7279

Salary : $3500 - $4,000 + Commission
Working days : Monday - Friday 930am - 630pm
Work Location: Chinatown

Job Responsibilities:

• Develop and maintain long-lasting relationships with clients, providing tailored loan solutions for both personal and corporate needs.
• Identify and cultivate new business opportunities, expanding our client base and generating revenue.
• Evaluate loan applications, assessing creditworthiness and risk, in compliance with company policies and industry regulations.
• Collaborate with the credit and underwriting teams to ensure accurate and timely loan approvals.
• Maintain a thorough understanding of the company's loan products and services, ensuring you can effectively address clients' needs.
• Attend networking events and industry conferences, representing the company and fostering new connections.
• Continuously stay informed of market trends and changes within the financial sector, adapting strategies and services accordingly.

Job Requirements

• With a minimum of 5 years of experience in loans sales or relationship management.
• Proven track record in loans sales, with a strong understanding of both personal and corporate loans.
• Experience in evaluating loan applications and assessing credit risk.
• Familiarity with industry regulations and compliance standards.

Interested applicants can email your CV to [email protected] or whatsapp to +65 89249206

The Supreme HR Advisory Pte. Ltd || 14C7279

Chua Jie Ying (Cai Jie Ying), Evelynn || EA Personnel License R24120580

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

We are the only professional services organisation who has a separate business dedicated exclusively to the financial services marketplace. Join Financial Services (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global perspective. Aligned to key industry groups including asset management, banking and capital markets, insurance and private equity, we provide integrated consulting, assurance, tax and strategy & transaction services.

The Opportunity

Join the Financial Services Risk Management practice and you will provide a well-integrated broad array of risk management services to capital market participants within global banking, capital markets, asset management and insurance. FSRM products and services include Anti-Money Laundering, Regulatory Compliance, Prudential Supervision, Bank Holding Company reporting, Credit Risk/ Capital Adequacy/ Liquidity Risk, Market Risk, Operational Risk, Enterprise Risk, Structured Finance and Quantitative Advisory Services.

With so many offerings, you have the opportunity to develop your career through a broad scope of engagements, mentoring and formal learning. That’s how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities. Sounds interesting? Well, this is just the beginning. Because whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

Skills and Attributes for Success

• Advise clients on financial risk issues in the financial services industry, focusing notably on quantitative analysis.
• Deliver services in market risk, interest rate risk, counterparty credit risk, liquidity risk, model risk management and governance including model development/ validation and implementation, model/system documentation, model benchmarking and system implementation while establishing relationships with client personnel at appropriate levels.
• Review and enhance Client’s Risk Management Framework. Assist Clients on Group Risk Management and support the Board Risk Management Committee in reviewing the risk management across the group.
• Demonstrate technical capabilities and professional knowledge on Credit Risk, Market Risk, Liquidity Risk as well as Treasury.
• Advise clients on end-to-end credit processes
• Design and apply quantitative techniques to help institutions develop and validate financial risk modeling methodologies.
• Formulate/ implement Enterprise Risk Management initiatives including risk quantification and portfolio risk managementPerform the practical application of advanced analytics techniques to help clients solve business problems and complex issues in the financial services industry.
• Apply statistical, economic, financial, or mathematical theories to process input data into quantitative estimates, which are used for identifying and measuring risks, valuing exposures, instruments or positions, conducting stress testing, assessing adequacy of capital, measuring compliance with internal limits, or meeting financial or regulatory reporting requirements.
• Validate and monitor model and scorecard performance and management information system.
• Communicate and interpret technical concepts to both technical and non-technical client stakeholders.
• Consistently deliver quality client services by leading teams, monitoring progress, managing risks and ensuring key stakeholders are kept informed about progress and expected outcomes.

To qualify for the role you must have

• Min 3 years of progressive post-baccalaureate work experience in financial risk management (credit risk, market risk, liquidity risk) and quantitative analysis.
• Bachelor/ Master degree in Mathematics, Statistics, Economics, Engineering, Finance or MBA degree in Finance or a related field.
• CFA and FRM certification will be an added advantage.
• Understanding of design and deployment of logical and physical structures in Banking risk & regulatory area (finance & treasury).
• Detailed understanding of the overall financial risk management lifecycle and the policies, procedures and strategies employed to manage this risk.
• Designing and developing quantitative methods and services for capital markets and derivative products.
• Significant relevant consulting, risk management or business expertise within a Retail/ Commercial or Corporate bank.
• Understanding or experience in following programming languages or tools will be an added advantage: R, MATLAB, Python, SQL, Tableau, Machine Learning etc.
• Experience in following activities:Front Office (FO) pricing models, Market and Counterparty Credit Risk models, liquidity/ interest rate risk models, treasury function models, operational risk models or RWA computation as per Basel III/ IV.
• Statistical and numerical techniques and the principles of the theory of probability and stochastic calculus.
  Functional knowledge related to some of the following: modeling knowledge of term structure, financial risks and derivative products (e.g., equity, FX, commodities, credit and interest rates), risk management, model development, model validation, advanced analytics (e.g., machine learning techniques).
• Functional experience in market risk modeling and associated methodologies and their role in the overall risk management framework.
• Experience in the benchmark rate submission process will be an added advantage
  Develop Probability of Default and Loss Given Default risk rating models for commercial & corporate borrowers
• Develop time series Stress Test models to support capital planning initiatives
• Support performance monitoring and model validation.
• Assist in establishing, monitoring, evaluating and interpreting data with a risk management focus with an understanding of business strategy.
• Demonstrate working knowledge of Credit Risk databases to provide data and analytical support to Senior Management.=
• Perform data manipulation and analysis using SQL, SAS and other tools and present results and recommendations to Credit Risk Management.
• Identify deviations from forecast/expectations and explain variances. Identify risk and/or opportunities.
• Identify opportunities to leverage statistical solutions to solve business problems.
• Present results to Senior and Executive Management.
• Understand and adhere to the clients’ risk and regulatory standards, policies and controls in accordance with the clients’ risk Appetite. Identify risk-related issues needing escalation to management.

What we offer

· Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.

· Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.

· Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.

· Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

The exceptional EY experience. It’s yours to build.

Apply now.

Meta's Small Business Sales team is seeking a Sales Program Manager to drive growth in key APAC markets, primarily focusing on Vietnam with potential expansion to other South East Asia markets in the future.

This role involves directly understanding advertisers' needs in priority markets and collaborating with cross-functional teams across Meta's Small Business Group to create and set up targeted sales initiatives addressing these needs, enabling frontline agents with localized go-to-market activations that complement existing global sales programs.

Responsibilities

• Lead and influence in partnership with cross-functional global and regional teams (product, marketing, marketing science, data science, SSPO, etc.) to develop sales programs accelerating revenue growth in priority markets.
• Develop, execute, and optimize global and regional sales strategies to enhance Meta's performance for advertisers in the market
• Provide data-driven and qualitative insights, representing and driving feedback from sales teams and advertisers to internal partners and vendors
• Design and execute regional sales programs for growth markets in partnership with scaled marketing, 1:1 sales & program teams to drive quarter-over-quarter growth in revenue, product adoption, and customer satisfaction
• Analyze program effectiveness, drive action and thought leadership on enabling advertisers growth across spend tiers, and create a global playbook on localizing sales initiatives in priority markets
• Manage multiple work-streams to drive business growth with end-to-end ownership from ideation to goal attainment

Minimum Qualifications

• 10+ years experience working with sales, digital advertising and program management
• Experience collaborating and communicating with and influencing across regional and global partners
• Problem-solving skills, with the experience to synthesize data or pick up trends from qualitative analysis, validate hypothesis and drive executive-level insight and recommendations
• Powerful storytelling and communication skills, experience to influence senior leadership and establish trusted relationships across teams
• Experience dealing with ambiguity successfully and business development in a fast-paced, fast-growing, and dynamic environment
• Experience managing projects and programs
• Sales or marketing experience within South East Asia markets
• Fluency in English and Vietnamese is essential for success in this role as the sales program manager will interact with businesses whose usual business language is Vietnamese and English

Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today—beyond the constraints of screens, the limits of distance, and even the rules of physics.

Company's Profile
Julian Grey's client provides air conditioning services and a range of installation, maintenance, and ventilation solutions.

Responsibilities

• Manage both existing and new customer accounts, coordinating with subcontractors and internal HVAC technicians.
• Prepare and present quotations, ensuring they meet client needs.
• Achieve or surpass sales targets as set by management.
• Provide pre-sales technical guidance and post-sales support to key clients, offering consultation on technical matters.
• Compile weekly and monthly sales reports for management review.

Follow us for more updates, interview tips!
https://www.instagram.com/juliangreygroup/
https://www.linkedin.com/company/juliangreygroup/
https://www.facebook.com/juliangreygroup/
Our telegram channel for job opportunities - https://t.me/jobopportunitiessg

Please WA Jian Wei @ 87389860

Shortlisted candidates will be notified

Quek Jian Wei

Reg No. R22110928

Julian Grey Corporate Advisory Pte. Ltd.

EA License No: 19C9568

Resource Management

• Develop and maintain resource allocation plans to support project schedules.
• Coordinate with project managers to identify resource requirements, constraints, understand staffing requirements for upcoming projects and assignments.
• Maintain a database of staff skills, qualifications, and availability to facilitate efficient deployment.
• Coordinate the assignment of staff to projects based on their skills, availability, and project requirements
• Monitor and track staff deployments to ensure projects are adequately staffed and resources are effectively utilized.
• Communicate with staff regarding their deployment assignments, including location, duration, and responsibilities.
• Provide support to staff and managers regarding deployment-related issues and conflicts.
• Analyse and Monitor resource utilization and identify opportunities for optimization
• Develop method to measure and ensure adequate staffing levels and skills
• Develop and implement strategies to improve resource allocation and utilization; Evaluate deployment processes and make recommendations for improvement.
• Prepare regular reports on resource allocation and utilization for management review.
• Identify and implement process improvements to enhance resource management practices
• Coordinate with recruitment agencies to ensure timely staffing of projects.
• Manage & maintain relationships with external vendors and staff
• Develop and maintain systems to track staff progress and performance.
• Collaborate with managers to develop individualized training development plans for each position.
• Coordinate with training and development team on training activities to support staff growth.
• Monitor staff engagement and satisfaction levels and identify opportunities to enhance staff morale and motivation.
• Collaborate with managers to address staff performance issues and implement corrective actions.
• Stay current on trends and best practices in staff development and performance management.

Administration

• Assist with day to day operations of the Resource Management functions and duties
• Administration of transfers/movements, performance appraisal reviews, turnover, promotions etc.
• Collaborate with the Business Unit’s Resource Team on the daily resource management’s operational duties
• Conduct orientation and on-boarding of new joiners and integrate them into deployment plans.
• Manage off-boarding processes, exit interviews and clearance
• Ensure accuracy in the maintenance of manpower records in the systems.
• Administer and effectively implement the processes for disciplinary, grievance handling and termination/exit clearance, to ensure compliance with statutory and regulatory requirements
• Prepare monthly reports and recruitment statistics to Management
• Verify and process invoices for all contract manpower
• Any other ad-hoc duties as required or assigned

Requirements:

• Diploma / Degree in Business Administration, Business Studies or equivalent
• Professional HR certification (e.g., SHRM-SCP, SPHR) is a plus
• 2 years in HR Business Partners experience
• Familiarity with Excel and an interest in learning Data Visualization Tools such as Tableau
• Eagerness to engage with unstructured data to derive insights and contribute to solving business problems
• Strong command of the English language, both written and spoken, with the ability to read and comprehend complex materials
• Willingness to develop presentation skills and effectively communicate with stakeholders Prepared to work in a progressive, fast-paced environment
• Ability to comprehend, interpret, and apply the appropriate sections of applicable laws, guidelines, regulations, ordinances, and policies
• Ability to acquire a thorough understanding of the organization's hierarchy, jobs, qualifications, compensation practices, and the administrative practices related to those factors
• Good understanding of common HR practices and Employment related legislation

Please contact Terence at +65 9645 4048 your resume directly for fast response.

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PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394• Reg. R23116141 Le Cong Thang

Company :

CORUM BUTLER is a European Asset Manager with an AUM of more than 8B Euros, focused on Real Estate and High Yield credit fund management.

This internship in Singapore provides an opportunity to gain real-world experience in the fund management industry and to contribute meaningfully to our business development efforts.

Role Overview:

As a Business Development Intern, you will play a key role in supporting the growth of our fund distribution network across Singapore and Asia. Your work will primarily focus on engaging with financial advisors, wealth managers, and private banks to introduce our group and funds, and assist in the fund onboarding process.

Key Responsibilities:

Client Outreach and Relationship Building:

• Proactively contact financial advisors, wealth managers, private banks, placement agents, platforms to introduce our funds and schedule meetings with our team.
• Support in organizing meetings and presentations with potential distribution partners.
• Assist in maintaining and updating client records, ensuring data accuracy and completeness.

Fund Onboarding Support:

• Assist with the fund onboarding process by preparing necessary documentation and coordinating with relevant internal and external stakeholders.
• Ensure timely communication and follow-ups with clients during the onboarding phase.
• Keep up-to-date with regulatory requirements and assist in aligning fund onboarding procedures accordingly.

Market Research and Reporting:

• Conduct market research to identify new business development opportunities and assist in the preparation of competitive analyses.
• Prepare regular reports on outreach activities, client engagement, and onboarding progress for management review.

Requirements:

• Currently pursuing a degree in Finance, Business, Economics, or a related field.
• Strong communication and interpersonal skills with an ability to engage confidently with partners.
• Detail-oriented, organized, and able to manage multiple tasks efficiently.
• Proficiency in MS Office Suite (Excel, Word, PowerPoint).
• Interest in fund management, financial markets, and wealth management services.

Duration: 3 to 6 months, with flexibility based on academic schedule.

• As coordinator, you will work with the Program manager to support the overall PMO for our multiple existing and future collaborations
• Coordinate internal groups in the Firm to shape our next partnership collaborations
• Ensure tight coordination of quarterly steering committees where the relevant groups will demonstrate progress, and track adherence to the KPIs, flagging any discrepancy ahead of time, and helping to find suitable solutions.
• Ensure compliance of our reporting obligations and audit for the various collaborations
• Audit preparation and documentation; computation of grant disbursement with our Finance team; end-of-project audit
• Be the point person for all visits/workshops, working with teams and clients to plan the agenda and aligning on availability of facilities to carry out the visit
• Maintain the CRM system ,keeping the distribution list of newsletters and events current; the CRM would include both internal and external visitors
• Implementation of improvements to the workshop experience based on feedback collected post visits
• Support the managers on team management (interns), including recruitment, onboard training, performance management etc
• Support Finance team on financial performance analysis and review

Qualifications:

• 2+ years professional experience
• Excellent oral communication and facilitation skills, including presentation
• Willing to work in a highly demanding and result-oriented team environment
• Energetic and cooperative personality

Company’s Profile
Julian Grey’s client is a solution provider for security and enterprise applications.

Responsibilities

• Accomplishes strategic objectives by overseeing multiple project activities
• Manage project delivery life-cycle within scope, schedule and budget using sound Project Management processes and standards
• Responsible for end-to-end project management covering requirements gathering and analysis, design, systems / software development, construction, delivery, integration, systems / data migration, testing, commissioning and maintenance services
• Map out the overall project management plan and ensure that the roles and responsibilities, objectives, commitment, deliverables, schedule, critical path and risks are clearly defined and communicated to team members and customers
• Manage project budget and costs with the objective to maximize revenue and margin achievements
• Establish a risk management plan for a structured approach to identify and review potential risks and mitigation actions
• Proactively manage changes in project delivery with proper impact analysis, resolutions and contingencies plan.
• Build a high performance delivery team, and provide effective leadership to the team members
• Maintain a pro-active and responsive relationship with all stakeholders, both internal management and customers, to provide regular and accurate progress updates, problem reporting, escalation and resolution processes
• Participate in pre-sales activities & work with solution team to develop the Request for Proposals (RFP)

Requirements

• Possess at least 3 years' experience in IT project management and have experience with handling government IT projects
• CITPM / PMP certified
• Strong interpersonal and communication skills. Able to provide excellent customer service and ensuring customer satisfaction
• Good team player and willing to work across multiple teams and functions
• Meticulous & goal-oriented to ensure project timelines are adhered to & project goals are met

Follow us for more updates, interview tips!
https://www.instagram.com/juliangreygroup/
https://www.linkedin.com/company/juliangreygroup/
https://www.facebook.com/juliangreygroup/
Our telegram channel for job opportunities - https://t.me/jobopportunitiessg

Please WA Jian Wei @ 87389860
Shortlisted candidates will be notified

Quek Jian Wei
Reg No. R22110928
Julian Grey Corporate Advisory Pte. Ltd.
EA License No: 19C9568

About the Company

Lighthouse Canton is an independent asset manager to institutional investors and private clients, with headquarters in Singapore. Our wealth management business serves ultra-high-net-worth individuals, families, and family offices across their investment, estate, tax, and philanthropic needs. The asset management business offers strong internal product capabilities in hedge funds, private equity, and traditional fundamental analysis-based strategies. Lighthouse Canton has offices in Singapore, Dubai, and Bengaluru India.

We believe in hiring smart and curious people with the highest integrity. We offer talented professionals an opportunity to grow in a collaborative environment, surrounded by driven colleagues, and the opportunity to make an impact from the first day in the organization.

Responsibilities

• Focus on on-going business improvement projects specifically.
  • Creation and fine-tuning processes within the organisation.
  • Participate in system enhancements discussion and its respective UAT.
  • Championing the use of new business processes and systems.
• To work with Team Lead to liaise with external stakeholders for new onboarding of counter parties or to liaise with existing service providers to keep information up to date.
• To work with Client Advisors and Assistant Client Advisors to provide administrative support and maintaining the organisation of client data and records.
• Perform any other ad-hoc projects as assigned by the team.

Qualifications & Skills Required

• Minimally a bachelor's degree in finance, banking, business, and/or related fields.
• Prior internship experience in banks or immigration companies is preferred.
• Strong written and conversational skills in both English and Mandarin.
• Excellent communication and interpersonal skills.
• Detail-oriented with a high degree of accuracy.
• Basic understanding of financial markets and investment principles.

Internship Duration

• Ability to commit to at least a 4-months internship. A 6-months internship is preferred.

about the company
Our client is a leading international bank. They are headhunting for a Supplier Vendor Management where the talent will be required to assist all departments with sourcing and supplier management.

about the job

• act as the point of contact for all liaisons between vendors and internal stakeholders
• sourcing, selection, and managing of vendors
• facilitate vendor risk assessment (including IRQ & DDQ)

skills and experience required

• prior experience in banking/financial institutes handling procurement, outsourcing and vendor management

To apply online please use the 'apply' function. Alternatively, you can email me at [email protected]
(EA: 94C3609/ R1982617)

Introduction:

This is an opportunity to manage a portfolio of clients with business in different sectors. The candidate shall be the main point of contact and coordinate between clients, third party, authority, and co-colleagues

He/she will be directly involved in company set up, provision of corporate as well as accounting, tax, visa/immigration advisory services among others. The candidate will be involved in ad-hoc project to assist the client in accessing both the Singapore and South-East Asian Markets. He/she is also expected to take part in business development activities, in order to find, analyse and evaluate new potential clients/markets.

Principal Accountabilities:

• Handle full suite of incorporation & business support services for clients
• Manage & upkeep excellent client relationship
• Coordinate and complete clients' requests by working closely with colleagues
• Ensure that clients' assignment is completed in a timely manner
• Frequent communication with clients via face-to-face meetings, video conference, emails, or phone call
• Involvement in business development activities
• Ad-hoc projects on client management and business development

Required Skills & Experience

• Degree Holder in Business Administration, Economics, Finance or related studies
• Hands-on experience in accounting, audit and taxation advisory
• Proficiency in written/spoken English
• Candidate who are proficient in European language will have an added advantage as the role maybe required to support client from European countries
• Good knowledge in MS Word, Excel and Power Point​

Attitude Required

• Well-mannered and with excellent interpersonal skills
• Able to work well under pressure
• Can-do attitude with good time management skills
• Able to work well both independently and in teams

Duration: 7- Months Contract, Starting in Jan 2025

Client Background

This leading global real assets investment management firm operates independently as an affiliate of a major commercial real estate services and investment firm. With an investor-operator culture, the firm aims to provide sustainable investment solutions across various real asset categories, geographies, risk profiles, and execution formats, ensuring that its clients, users, employees, and communities thrive.

Responsibilities:

• Support the preparation of customized investor reports, both quarterly and on an ad-hoc basis.
• Contribute to internal reporting, which includes investment summaries, valuations, available funds, and various analytical insights.
• Maintain the database of service providers.
• Update the sustainability and Green Certifications databases for the main APAC fund.
• Assist with the annual data collection and submission process.
• Help with the annual MAS survey submission.
• Perform other assigned tasks as needed.

Requirements:

• Bachelor's degree Finance, Economics, Business or a related field with minimum 3 years experience of relevant experience
• Strong quantitative and analytical skills to assess investment opportunities and performance metrics.
• Solid understanding of financial markets, investment products, portfolio theory, and risk management principles.
• Proficiency in financial modeling and analysis tools, such as Excel, as well as experience with portfolio management software and databases.

Email: [email protected]

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Nurul Amirah | Registration No: R22108940

The role of Business Development Manager in the Data Services Unit plays a crucial role in driving growth, expanding market presence, and ensuring that data services remain competitive and innovative.

Key Responsibilities:

Sales and Revenue Growth:

• Develop and implement business development strategies, sales strategies and pricing strategies to achieve revenue targets.
• Identify and pursue new market and business opportunities within the market data sector.

Client Acquisition:

• Identify and target potential clients in the financial services industry.
• Build and maintain relationships with key decision-makers and stakeholders.

Partnership Development:

• Establish and manage strategic partnerships with other financial institutions, technology providers, and data vendors.
• Negotiate and finalize partnership agreements

Market Research:

• Conduct thorough market research to understand industry trends, competitor activities, and customer needs.
• Use insights to inform business development plans and product innovation.

Reporting and Forecasting:

• Prepare regular reports on business development activities, sales performance, and market trends.
• Analyze data to measure the effectiveness of business development strategies and make adjustments as needed.

Skills and Qualifications:

• Experience: Proven experience in business development, preferably in the financial services or market data industry.
• Networking: Strong networking and relationship-building skills.
• Negotiation: Strong negotiation and deal-closing abilities.
• Communication: Excellent verbal and written communication skills.
• Analytical Skills: Ability to analyze data and trends to inform strategic decisions.

Key Responsibilities:

1. Business Development & Strategy

• Identify new business opportunities and develop strategies for the growth and distribution of structured investment products (e.g., structured notes, derivatives, alternative investments) through IFAs and other distribution channels.
• Build and execute a comprehensive business development plan to increase revenue and market share for structured products.
• Analyze market trends, client needs, and competitor products to ensure the firm’s offerings remain competitive and aligned with market demand.
• Stay up-to-date with regulatory changes, market developments, and emerging investment trends in the structured products space to inform product strategy.

2. Structured Product Development & Management

• Collaborate with the product development and investment teams to design, launch, and optimize structured products that cater to the needs of high-net-worth individuals (HNWIs) and institutional clients.
• Customize solutions for clients by tailoring structured products to match their risk appetite, investment goals, and market outlook.
• Regularly monitor the performance of structured products, gather feedback from clients and IFAs, and identify opportunities for product improvements or new product offerings.

3. IFA Relationship Management & Distribution

• Establish, nurture, and manage relationships with Independent Financial Advisors (IFAs), private bankers, and wealth managers to promote structured products and drive sales.
• Conduct regular training sessions, seminars, and one-on-one meetings with IFAs to enhance product knowledge, increase awareness, and ensure they are equipped to effectively promote the firm’s offerings.
• Serve as a primary point of contact for IFAs, providing ongoing support and guidance to help them meet their clients' investment needs.
• Expand the company’s distribution network by identifying and partnering with new IFAs, brokers, and financial advisors to enhance market penetration.

4. Sales & Revenue Generation

• Develop and implement sales strategies to achieve revenue and business growth targets for structured products within the IFA channel.
• Work closely with sales teams and relationship managers to drive structured product sales through effective client engagement and targeted marketing efforts.
• Track and report on sales performance, pipeline development, and market trends, ensuring that targets are met and exceeded.

5. Client Relationship Management & Solutioning

• Engage directly with high-net-worth clients to understand their financial objectives and tailor structured investment solutions that align with their needs.
• Provide personalized product recommendations, portfolio construction advice, and in-depth product knowledge to ensure clients receive exceptional service and value.
• Strengthen relationships with key clients and partners, acting as a trusted advisor in the wealth management and structured products space.

6. Market & Competitor Analysis

• Conduct thorough market research to understand the competitive landscape and identify emerging trends in structured products and the broader wealth management space.
• Use market intelligence to refine product positioning, pricing strategies, and distribution tactics, ensuring the firm’s products remain differentiated and competitive.
• Prepare and present detailed market reports and insights to senior leadership to inform strategic decision-making.

7. Regulatory Compliance & Risk Management

• Ensure that all structured products and related activities comply with applicable regulatory requirements and internal policies.
• Work closely with legal and compliance teams to monitor regulatory changes, ensuring the company remains in full compliance in all regions of operation.
• Ensure that risks associated with structured products are well understood, communicated, and managed effectively.

8. Reporting & Performance Tracking

• Track and report on product performance, client feedback, sales achievements, and key performance indicators (KPIs) to senior leadership.
• Provide regular updates on the business development efforts, highlighting key opportunities, challenges, and progress towards goals.

9. Qualifications:

Educational Background:

• Bachelor’s degree or higher in Business, Finance, Economics, or related field.
• Advanced certifications such as CFA (Chartered Financial Analyst), CFP (Certified Financial Planner), or other relevant qualifications are highly desirable.

Experience:

• Strong experience in managing and developing relationships with Independent Financial Advisors (IFAs) and other distribution channels.
• Proven track record of achieving sales and business development targets for structured products or similar investment offerings.
• Minimum of 2–5 years of experience in business development, sales, or product management within wealth management or financial services, with a focus on structured products.

Skills & Competencies:

• Strong understanding of structured products, including derivatives, structured notes, and alternative investments.
• Excellent business development, sales, and relationship management skills, with the ability to work closely with IFAs and clients.
• Analytical and strategic thinking abilities, with a focus on identifying market trends and client needs.
• Ability to explain complex financial products in a clear and understandable way to clients and advisors.
• Strong communication, negotiation, and presentation skills, with experience leading training and educational sessions.
• High level of integrity, professionalism, and ability to work independently and within a team.

Other Requirements:

• Self-motivated, target-driven, and results-oriented.
• Excellent networking and relationship-building skills.
• Strong understanding of financial markets, regulations, and investment products.
• Proficient in using CRM software, Microsoft Office Suite, and other relevant business tools.

About the job:

• Acquire New-to-Bank (NTB) High Net Worth individuals.
• Collaborate closely with internal and external stakeholders across the bank to tailor solutions that align with clients’ needs.
• Identify opportunities to promote banking products to both existing and new clients.
• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes, and regulatory requirements.

Skills and experience required:

• Excellent interpersonal and communication skills.
• Proficient in presenting effectively and communicating ideas and concepts.
• Possess a good working attitude, high motivation, and a result-oriented approach.

(EA: 94C3609/ R21103354)

• Manage Customer Requests:

  First point of contact for customers regarding Sales Support requests:

• • Handle information, documentation, questionnaires, enter CRM cases regulatory/quality requests and follow up including reminders.
  • Handle incoming communication (telephone calls, mails, requests, …), forward messages to the right people according to priorities, secure follow-up and check deadlines.
  • Interact with internal functions at local and HQ level to ensure required support.
  • Handle all sample requests and follow-up.
  • Coordinate and follow-up all customer complaints to ensure resolution and closure in best delay- I-CCR tool.
• Provide Administrative Support
  • Screen, prioritize and retrieve relevant information to support the Sales team.
  • Manage Sales Contract, Document Signatures (DSM side), contract storage and annual contract pricing quotation creation when required.
  • Local Microsoft Office Teams Folder maintenance (where needed).
  • Contribute to projects implementation including regional ones.
  • Attending internal meetings (when required).
  • Co-ordinate rebate approval (when required).
  • Review and analyze forecast.
  • Support in CRM use and data hygiene.

• System Support
  • Support new Accounts setup and maintenance in SAP via QUADS
  • Support and onboarding customers to DSM Customer Portal.
  • IBP forecast
  • Sales data in NWP/Power BI

• Take initiative in manager’s absence

Role Title: Head of New Business Operations

Direct Reporting Manager: (Name & current job title) COO with matrix into Chief Underwriting Officer

Role Purpose: The Head of New Business Operations is responsible for operational leadership, service excellence, and admin support across the New Business and Underwriting value chain – everything from the time an application reaches Chubb to when the policy is delivered to the customer.

The role focuses on:

• Leading / defining the operational strategy to improve efficiency/effectiveness across new business and underwriting processes, drive service excellence to ensure we operate in a cost-effective and resilient manner, meeting SLAs/KPIs, and build team capability in each market

Key Responsibilities:

1.Operational Strategy (~30% focus)

• Develop and own the operational strategy for NB&UW – improving efficiency / effectiveness and bringing better customer experience and business outcomes via people / process / technology.
• Own the end-to-end process design / customer journey and be a key conduit for defining requirements and provoking change / digitization. Develop the target state flow / North Star model and provide the challenge (and ultimately requirements) around how we get there. Examples include driving eApplication, straight-through-processing, paperless communication to customers and salesforce.
• Help review change requests (as needed) to ensure clear cost benefit understanding is provided and join/lead governance forums as needed. Create / champion platform changes needed to deliver the desired outcome across the new business process.
• Identify and challenge variations around set-up and ways of working to aid improvement.

2.Service Excellence (~50% focus)

• Oversee new business / underwriting processes across face-to-face, telemarketing, and digital channels.
• Own the delivery of high-quality day-to-day service (aligned to customer & salesforce expectations) and the maturing of operational standards, insights, and quality assurance.
• Own the delivery of regular reporting against KPIs/SLAs in order to drive understanding, awareness, escalations, and actions. KPIs include:

1. eApplication rate
2. Straight-through-acceptance (STA) rate
3. Straight-through-process (STP) rate
4. Underwriter Productivity
5. Referral rate
6. Quality / error rate

• Drive service excellence within country operations teams who provide perform the new business and underwriting activities, admin support, and payment processing along the value chain.
• Support audit point resolution and remediation as required.
• Work closely with the Chief Underwriting Officer and the Underwriting team to identify, agree, and implement actions.

3.Build Capabilities (~20% focus)

• Share operational best practice across the region in terms of operating models, process automation, process re-engineering, digitization, and offshoring.
• Ensure the foundations of roles & responsibilities plus appropriate measures exist to prompt the desired outcomes / thinking / ways of working.
• Provide convenient and value add insights around service and quality metrics and follow up to resolve issues. Produce regular reporting to stakeholders of achievements versus targets. Diagnose underperformance and implement remediation plans.
• Provide ad-hoc business analysis and project management to support change.
• Plus, other duties, projects or functions assigned by the COO and relevant senior stakeholders.
• As a leader of people, ensure individual team members are coached / developed and that they are equipped with the right skills and resources. Establish an environment that promotes Chubb Values, and builds high levels of motivation, morale and integrity.

Experience:

Essential:

• Experience in leading consumer operations teams and process improvement within retail orientated Financial Services (ideally insurance) and can demonstrate the delivery of tangible business benefits / savings.
• Strong Emotional Intelligence (EQ) and ability to network across stakeholders to get things done.
• Experience of working with and engaging others to help bring greater consistency of working.
• Excellent stakeholder management skills and experience of managing within a multi-country matrix environment. Flexible, influential style.
• Personal drive to achieve significant change in relatively short periods of time
• Professional demeanour - executive presence; ability to independently interact with leaders.
• Very Proficient in the use of MS Excel and PowerPoint.
• Process orientated, an organiser with strong planning ability and attention to detail.

Desirable:

• Minimum 10 years’ experience, inc. 5+ years leading operations and/or process improvement
• Knowledge / experience of the insurance lifecycle
• Strong presentation & story-telling skills
• Experience working with and expanding shared service centre operations (in country & offshore)
• Demonstrate flexible and innovative ways of working, with creative / out-of-the-box thinking
• Strategic thinker, proactive and solutions oriented

A successful candidate must be able to demonstrate:

• Excellent communication skills – written and verbal to internal and external stakeholders.
• Ability to decompose complex issues, find solutions and summarise in plain English.
• Passionate about business process, continuous improvement and efficiency.
• Willing to roll her/his sleeves up to get things done.
• Influence, coach, manage stakeholders to get things done and effect change quickly.
• Customer centric attitude and focus.
• Resilience - ability to adapt to/cope with change.
• Ability to multi-task in a fast-paced environment.
• Leadership – driving team members to be accountable and responsible for actions.
• Pro-active interested involvement with department objectives and service levels.
• Excellent organisational skills.
• Effective teamwork within a diverse work environment.
• Ability to manage team workload, morale, staffing issues where appropriate.
• Strong work ethic.

Qualifications:

• Tertiary qualifications
• Lean / Six-Sigma certification a plus, but experience more important.
• Project Management certifications desirable.

High Pay Scheme for Business Development in the Investment and Insurance field!

If you're keen on getting a $6,000 - $9,000 range pay per month,

and you do not mind selling Investments and Insurance,

This could be the job for you!

Flexible Schedule, work at your own pace.

Leads will be provided.

Bonuses are paid every 3 months.

Free company overseas trips.

Training Provided

LIONBROKERS PTE. LTD. | EA License No. 22S1273

EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193

Moomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform – moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds an unique digitalised investment community to connect all users, investors, companies, analysts, media and key opinion leaders.

In Singapore, Moomoo Financial Singapore Pte. Ltd. (www.moomoo.com/sg) offers investment products for trading via the moomoo platforms, and it is a capital markets services licence holder regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In June 2022, Moomoo Singapore became the first digital brokerage to receive all five memberships from the SGX Group for the securities and derivatives markets.

Sales Director (PW), Private Wealth & Institutional Business

Responsibilities:

• Focus on private wealth management segment, including high net worth and family offices. Form good understanding on the wealth management landscape and develop a good network within the segment.
• Develop and implement strategic initiatives to drive business growth, including but not limited to direct prospecting, referring channels and events.
• Develop in-depth understanding on moomoo’s platforms, products and solutions, able to differentiate and match accordingly to Private Wealth clients’ trading and investment needs.
• Initiate and drive internal improvements on platforms, products and solutions to better match the general needs of private wealth clients.
• Plan and work independently to achieve personal sales targets within a team setup, where you can leverage resources among your peers and other teams within the company.
• Maintain good relationship with family offices and HNW clients, and establish long term client retention and partnerships.
  

Requirements:

• At least 3 years of working experience in business development functions facing HNW clients or family offices, focusing on trading/investment products, platforms, or solutions.
• Have experiences dealing with private wealth clients on investment and asset allocation, ect. Being able to advise accordingly.
• Self-driven in sales function and able to manage the whole sales cycle independently.
• Solid knowledge base in multi-assets, compulsory in equities trading. Able to pick up quickly on demonstrating trading/investment platform and solutions.
• Fast learner, effective communicator, and team player.
• Good command of Mandarin is a huge plus
• We offer a comprehensive and holistic work experience and package as follows:
• Competitive compensation, including quarterly commission
• Fun loving and diverse work environment
• Fair working culture

Our client is a multinational electronics company that leads the world in developing cutting-edge technology for the areas of consumer electronics, housing, automotive, industrial, communications, and energy.

• Act as the strategic partner for Customer Service (CS) projects, including SFDC sales cloud and digital analytics initiatives.
• Collaborate with business stakeholders to co-create technology-driven strategies that enhance the digital customer experience.
• Lead the definition and tracking of value cases for IT investments in customer service, focusing on business impact and KPIs.
• Analyse business requirements to identify gaps and opportunities, ensuring alignment with overall business objectives.
• Oversee business analysis and requirement-gathering workshops throughout all project phases to drive successful implementation.

Requirements:

• Bachelor’s degree in technology with experience in IT Business Partnership and a focus on digitalization across various sectors.
• At least 3 years of experience in Post-sales best practices, CRM projects, and hands-on roles as a Business Analyst and Project Manager.
• Excellent communication and presentation skills.

If you are keen to apply for the position, kindly email your detailed resume in MS Word to [email protected]

Please note that only shortlisted candidates will be notified.

For more job opportunities, please visit our website at www.recruit-expert.com

EA Licence: 19C9701

Registration: R24120303

About the company

CGS International Securities Pte. Ltd. (CGS International) is an award-winning and market leading integrated financial services provider, ranked among the top securities houses in Asia.

CGS International taps on our wealth of global and ASEAN insights to offer equities trading, leveraged products, wealth management, investment banking, equities research, Shariah-compliant financing, fixed income, currency and commodities, structured products and prime brokerage services in over 15 countries and regions.

Along with its parent organisation China Galaxy Securities, a leading securities house in China, CGS International is trusted by more than 15 million customers globally.

Job Responsibilities

1. Responsible for the management of the Great China futures team, and conducts the promotion and implementation of relevant regulations, procedures, and standard requirements within the department.
2. Responsible for assisting and supporting the business operations and providing targeted solutions to management issues related to team development, strategic planning, optimizing organizational structures, and improving work efficiency.
3. Handle cost and expenses of futures team, analyze the revenue composition and provide conclusion and recommendations
4. Responsible for tracking futures industry dynamics and key policies. Understand the new product listing dynamics of major exchange and organize the China team to carry out the marketing work of new products.
5. Planning and collaborating with exchanges or relevant third parties to host marketing events online and offline. Organizing the team to participate in the exchange's marketing activities.

Job Requirements

• Excellent (verbal and written) Chinese (Mandarin) and English communication skills is required to liaise with our Chinese counterparts
• Professional level of other major Asia language is an advantage.
• BSc in Finance/Economics/Business or any related degree
• 5 + years of working experience in financial or marketing
• Experience in China state-owned company is preferred.
• Experience in high performing teams and institutions is preferred.
• Deep understanding of both Asian and Western mindsets and ways of doing business.
• Demonstrate strong customer-focused qualities and the ability to give excellent client service.
• Good at communication and teamwork.
• Strong initiative, excellent resource integration ability and business promotion ability.
• Ability to work as a team in a fast paced environment.

High Pay Scheme for Business Development in the Investment and Insurance field!

If you're keen on getting a $6,000 - $9,000 range pay per month,

and you do not mind selling Investments and Insurance,

This could be the job for you!

Flexible Schedule, work at your own pace.

Leads will be provided.

Bonuses are paid every 3 months.

Free company overseas trips.

Training Provided

LIONBROKERS PTE. LTD. | EA License No. 22S1273

EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193