Reporting to the Outlet Chef/Restaurant Manager, you will assist in ensuring the smooth running of kitchen/ service operations in various aspects. A fast track career progression to Assistant Outlet Chef/Outlet Chef/ Outlet Manager, through a comprehensive training programme.

Responsibilities:

• Assist the Outlet Chef/ Outlet Manager in-charge in ensuring the smooth running of kitchen/ service operations.
• Responsible for food preparation, cooking and keeping the kitchen an equipment clean
• Meeting food quality expectations of customers
• Responsible for assisting the Outlet Chef in planning staff duty roster, preparing and cooking of food
• Assist Outlet Chef in ordering food for the week
• Ensure that there is little wastage in food preparation
• Make decisions on issues such as recruitment, discipline, termination of employment, performance assessment and reward.
• Solicit feedback from customers and staff, for areas of improvement and incorporate useful suggestions into operations
• Monitor outlet’s expenses, making sure that all costs are within the budget. Feedback regularly to Area Manager regarding any discrepancies or adjustments in the budgets
• Plan staff duty schedule for service crew and ensure sufficient staff, whilst minimizing costs. Organize staff stations each day
• Supervise operations in outlet and serve customers when required
• Handle cashiering, tally cash register and bank in cash daily
• Supervise cash flow and handle petty cash payments
• Handle customer complaints, maintaining good customer relationships
• Any other tasks as and when assigned by Management

Requirements:

• Degree in any faculty
• Experience in the kitchen environment will be preferred
• Has good exposure to Italian food
• Always keen to get feedback for improvement
• Mature and has good leadership skills
• Able to lead, train, manage and motivate staff
• Required to work on off-office hours as and when required
• Required to work in other outlets as and when required

Responsibilities:

1. Portfolio Analysis:

- Conduct in-depth analysis of investment portfolios, assessing performance metrics and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. Market Research:

- Stay abreast of financial market trends, economic indicators, and industry developments.

- Analyze market data to provide insights into investment strategies and potential risks.

3. Client Interaction:

- Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.

- Provide regular updates on portfolio performance and recommend adjustments based on client objectives.

4. Asset Allocation:

- Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.

- Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.

5. Due Diligence:

- Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.

- Prepare comprehensive reports outlining investment recommendations and associated risks.

6. Regulatory Compliance:

- Ensure compliance with relevant financial regulations and internal policies.

- Stay informed about changes in regulatory requirements and industry best practices.

7. Performance Reporting:

- Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.

- Analyze performance metrics and make recommendations for optimizing portfolio performance.

8. Relationship Management:

- Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.

- Collaborate with internal teams, including financial advisors and risk management, to enhance client satisfaction.

9. Technology Utilization:

- Leverage financial software and tools for data analysis, risk assessment, and portfolio management.

- Stay current on advancements in financial technology to enhance operational efficiency.

10. Continual Learning:

- Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.

- Pursue relevant certifications to enhance knowledge and credibility in the field.

Qualifications:

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

Investment Management Associate:

- Represent a top Global Bank

- Portfolio Management (Unit Trusts and Funds)

- Update investors on market movements

- Onboarding of new investors through Business Development

- Attend monthly investment monthly fund house talks and market updates (fully funded by company)

- Relationship Management with existing clients and external stakeholders

Training provided:

- Training by more than 30 Global Asset Managers such as BlackRock, JP Morgan, Goldman Sachs, Franklin Templeton, Schroders

- In-house training by professional and external trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Leadership Training

Why Join Us:

- Clear career progression

- Competitive salary

- Collaborative environment

- Monthly and Quarterly Incentives (Monetary and Non-Monetary)

Requirements:

- Able to work and communicate well in a highly collaborative environment

- Team Player

- Bachelor's Degree

- Go getter

- Candidates with a background in Wealth Management or Banking & Financial Services would have an added advantage

Buildings now have multiple waste management and recycling equipment that are expected to operate 24 hours a day with minimal downtime. We are looking for technicians that will be stationed on-site to conduct the following:

Key Responsibilities

1. Maintenance and Repair of on-site food waste treatment system(s).

- Requires basic mechanical and electrical engineering knowledge

- Willingness to handle the odour from food waste - don't worry, we all get used to the smell after awhile

- Personnel required to clear chokages, if any.

2. Engage in operations of on-site food waste treatment system(s).

- For premises that have the tenants bringing the food waste directly to the system and feeding it in themselves, our on-site personnel just need to make sure tenants are using the system properly and that majority of what they provide is food waste

- For premises where the tenants only bring the food waste to the bin centre and leave it there, our on-site personnel must conduct the transfer of the food waste via automatic lifters to the food waste treatment system.

- For premises where we need to bring the food waste from the tenant outlets to the bin centre together with our cleaning partners, our on-site personnel must assist in the whole process (ie push a big bin to the tenants, they will empty their food waste into the bin, and then push the bin back to the bin centre)

3. Managing all other equipment in bin centre

- For projects where our company has to handle other equipment in the bin centre, personnel has to oversee proper usage of all equipment

- Personnel to conduct area cleaning of bin centre to ensure all recyclables are stored neatly

Key Skills

1. Technical skills - NITEC level know how in mechanical, electronics, and/or electrical engineering is a must

2. People and communication skills - you will be site client's first point of contact with us

Other details

- Direct report to site(s) at North East Area

- 5.5 days week

Our Client’s Service/Product: Supply Chain/3PL

The Responsibilities:

Manage Inventory Performance

• Perform daily/weekly/monthly reconciliation between client SAP and internal company WMS; report operations performance on inventory transaction accuracy
• Drive timely correction of system errors. Investigate errors and drive improvement in inventory process to achieve 100% accuracy

Manage EDI Failures

• Investigate failure, report out findings
• Implement interim controls
• Work with internal IT to resolve issue
• Understand the impact of work practice on EDI errors
• Drive improvement

Drive Compliance

• Maintain list of all client’s procedures
• Ensure company’s instructions/procedures are aligned with client’s procedures
• Ensure company’s operations managers update/review RCA (Root Cause Analysis) submitted by operations.
• Challenge the RCA to get to the real root cause.
• Challenge the CAPA to ensure CAPA address the root cause.
• Ensure RCA and CAPA submitted to client is a good quality RCA/CAPA

KPI and SLA Governance

• Review KPI data, ensure accuracy of reported performance
• Review operational issues reported. Trend the issues and drive improvement (actual improvement should be executed by the respective operation managers)
• Track all defined SLA
• Report SLA performance
• Work with company’s operations managers to improve SLA capability
• Drive SLA performance

Biling Management

• Set up internal process to track services provided
• Ensure adherence with client’s contracted rates and billing formats
• Ensure proper record keeping
• Verify activity/ transaction data to ensure billing accuracy
• Provide activity-based quotations for ad-hoc service/ projects

Productivity and Efficiency

• Review activities and time standards
• Analyze operating model to confirm if deployed crew is able to support business requirement
• Identify productivity and efficiency improvement opportunities
• Provide quarterly assessment and recommendations to client and company’s management

Manage Customer Complaints

• Lead investigations and report findings
• Ensure company’s operations implement CAPA timely
• Act as main custodian for any IT-related matter pertaining to warehouses management/inventory system
• Client-related projects or other duties as assigned

The Requirements:

• Experience in 3PL industry
• Experience in using SAP warehouse management
• Experience in liaising with clients
• Experience in supervising and managing a team

More Information:

• Working Hours: 8am to 5.45pm
• Company shuttle bus provided at Gul Circle MRT station

RGF Privacy Policy - https://www.singapore.rgf-professional.com/privacy-policy

Disclaimer: The Company complies with the Tripartite Guidelines on Fair Employment Practices (TGFEP), including the prevailing guidelines on recruitment. All qualified applicants will be considered for the position regardless of their age, race, religion, nationality, marital status, or family responsibilities. A more detailed discussion of the TGFEP is available on the Tripartite Alliance for Fair and Progressive Employment Practices (TAFEP) website at https://www.tal.sg/tafep

JO Reference: 105366

Job Title:

Fund Management Associate:

- Represent a Top global bank

- Portfolio Construction and Portfolio Management

- Update investors on market movements

- Business Development to onboard new investors

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Leading a Team of associates after 1 year

Training provided

- Monthly investment training by TOP fund houses (JP Morgan, Goldman Sachs, Franklin Templeton etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Management training

Requirements:

- Go Getter

- Able to communicate well with clients

- Teamplayer

- Polytechnic diploma / Full 'A' Level Cert / Degree

- Grads are welcome

- No experience

Job Title:

Fund Management Associate:

- Represent a Top global bank

- Portfolio Construction and Portfolio Management

- Update investors on market movements

- Business Development to onboard new investors

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Leading a Team of associates after 1 year

Training provided

- Monthly investment training by TOP fund houses (JP Morgan, Goldman Sachs, Franklin Templeton etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Management training

Requirements:

- Go Getter

- Able to communicate well with clients

- Teamplayer

- Polytechnic diploma / Full 'A' Level Cert / Degree

- Grads are welcome

- No experience

Responsibilities of the Job:

• Immediate handling of incoming vessel purchase orders
• Send orders to appropriate suppliers for quotes.
• Price negotiations and order follow-up with suppliers
• Evaluate incoming quotations and confirm supplier selection following Superintendent/Technical Manager or higher authority permission.
• To work closely with the warehouse and suppliers to ensure on-time delivery.
• Send instructions to the supplier.
• Keep the vessels and Vessel Managers informed of any delivery.
• Contact with the port agents of the vessel
• Clearance through customs
• Based on the practical arrangements made by the Vessel Manager, make the necessary official bookings for service and repairs.
• Maintain and update the supplier's database across many platforms.

Requirements for the Position:

• A self-motivated worker with at least three years of experience in the marine industry is required.
• Have initiative and the ability to multitask
  resourceful and skilled at negotiating
• IT savvy
• Capable at working with ERP

Senior Manager, Property Management

To ensure the efficient and smooth operation of all matters relating to maintenance and management of the properties.

Responsible for preserving the good condition of the infrastructure that they are safe and well maintained and functioning.

Responsibilities

· Fully responsible for the day-to-day operation of the building, ensuring all facilities are always fully operational.

· Schedule, coordinate and supervise all maintenance functions to the highest standard expected for the client and the subsidiary proprietors.

· Plan, co-ordinate and facilitate council meetings and Annual General meetings.

· Manage and supervise all maintenance and administrative staff assigned to the complex/building.

· Manage and review all vendor contracts, agreements and insurance before their expiry and recommend renewal or call for quotation/ tender

· Ensure all contract works/ routine servicing is carried out accordingly as specified in their contract’s agreement.

· Maintain continuous contact and communication with vendor contractors, clients and staff.

Requirements

· 5 years’ experience in managing condominium / building preferably with high end residences

· Diploma/Degree in Estate Management, Facilities / Hospitality / Business preferably familiarity with BMSMA

· Strong communication and negotiation skills

· Exhibit organizational and leadership skills

· Well organize and able to optimize cost, space and equipment while working within the budgeted operational costs

· Able to handle pressure, multiple tasks, prioritize and manage time effectively

· Able to handle all levels of people with a customer service-oriented mindset

The ideal candidate will have a strong background in hospitality management, excellent leadership skills, and a passion for delivering exceptional guest experiences. You will be hands-on involved in operations and ensure that operations run smoothly and efficiently. If you are a motivated and results-driven individual with a passion for hospitality, we would love to hear from you.

• Oversee daily operations of the building.
• Room hygiene inspections, facility inspections, inspection of carpark and perimeters for cleanliness.
• Liaise with vendors and billings with accounts.
• Coordinate with housekeeping, and maintenance departments.
• Develop and implement operational policies and procedures.
• Ensure cleanliness and presentation of facility
• Address guest complaints and concerns.
• Coordinate with other departments to ensure smooth operations.
• Oversee inventory management and ordering of supplies.

Responsibilities

• Product Management – Data analytics on the business drivers of the Cash Management product
• Product Development – Working on new products/projects to be launched for the Cash Management franchise, including documentation, UAT testing and process flow/commercialization once live

Requirements

• Good experience and knowledge in transaction banking and cash management preferred
• Good and broad knowledge on payment clearing, payment file formats MT/ISO20022, SEPA and SWIFT
• Good knowledge on accounting/settlement
• Basic knowledge on acquisition and reporting for cash management
• Hands-on experience in testing end-to-end payment systems

Investment Management Associate:

- Represent a top Global Bank

- Portfolio Management (Unit Trusts and Funds)

- Update investors on market movements

- Onboarding of new investors through Business Development

- Attend monthly investment monthly fund house talks and market updates (fully funded by company)

- Relationship Management with existing clients and external stakeholders

Training provided:

- Training by more than 30 Global Asset Managers such as BlackRock, JP Morgan, Goldman Sachs, Franklin Templeton, Schroders

- In-house training by professional and external trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Leadership Training

Why Join Us:

- Clear career progression

- Competitive salary

- Collaborative environment

- Monthly and Quarterly Incentives (Monetary and Non-Monetary)

Requirements:

- Able to work and communicate well in a highly collaborative environment

- Team Player

- Bachelor's Degree

- Go getter

- Candidates with a background in Wealth Management or Banking & Financial Services would have an added advantage

• Assists Project Manager in the co-ordination of project management activities to ensure that projects are executed in a smooth and effective manner;
• Attends external project kick-off meetings, meetings with consultants as well as technical and co-ordination meetings, daily project meetings and internal project closure meeting;
• Assists Project Manager in carrying out all shop drawings and submission with Drafting Department;
• Assists Project Manager in carrying out risk assessment and other risk management activities; makes recommendations on risk control measures; communicating risk assessment to all workers;
• Ensures all contractors are safety inducted and issued with Permit before work commencement;
• Ensures the adherence to the safe work procedure (SWP) established; to inform project manager or project director of any shortcoming in the SWP or risk control measures implemented;
• Ensures the familiarization with the scope of works;
• Resolves site problems proactively in a timely manner and seeks advice from Project Manager as appropriate;
• Ensures the timely preparation of project progress and other reports;
• Follows up on all aspects of QA/QC matters; records all defects works and ensure proper documentation;
• Co-ordinates daily activities of workers’ duties and to ensure that they are performed in a proper manner;
• Makes daily checks on work progress, housekeeping and safety implementation on site with safety personnel;
• Assists in cost control by cutting materials wastage, reducing labour cost, usage of tools and equipment, etc;
• Assists the Project Manager in conducting Mass Tool Box meeting with safety personnel;
• Ensures proper project documentation including email communication;
• Assists in promoting good team morale and team spirit in the project team;
• Strong in Structural work

Responsibilities:

1. Portfolio Analysis:

- Conduct in-depth analysis of investment portfolios, assessing performance metrics and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. Market Research:

- Stay abreast of financial market trends, economic indicators, and industry developments.

- Analyze market data to provide insights into investment strategies and potential risks.

3. Client Interaction:

- Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.

- Provide regular updates on portfolio performance and recommend adjustments based on client objectives.

4. Asset Allocation:

- Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.

- Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.

5. Due Diligence:

- Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.

- Prepare comprehensive reports outlining investment recommendations and associated risks.

6. Regulatory Compliance:

- Ensure compliance with relevant financial regulations and internal policies.

- Stay informed about changes in regulatory requirements and industry best practices.

7. Performance Reporting:

- Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.

- Analyze performance metrics and make recommendations for optimizing portfolio performance.

8. Relationship Management:

- Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.

- Collaborate with internal teams, including financial advisors and risk management, to enhance client satisfaction.

9. Technology Utilization:

- Leverage financial software and tools for data analysis, risk assessment, and portfolio management.

- Stay current on advancements in financial technology to enhance operational efficiency.

10. Continual Learning:

- Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.

- Pursue relevant certifications to enhance knowledge and credibility in the field.

Qualifications:

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

Job Title:

Fund Management Associate:

- Represent a Top global bank

- Portfolio Construction and Portfolio Management

- Update investors on market movements

- Business Development to onboard new investors

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Leading a Team of associates after 1 year

Training provided

- Monthly investment training by TOP fund houses (JP Morgan, Goldman Sachs, Franklin Templeton etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Management training

Requirements:

- Go Getter

- Able to communicate well with clients

- Teamplayer

- Polytechnic diploma / Full 'A' Level Cert / Degree

- Grads are welcome

- No experience

*Responsibilities:*

1. *Portfolio Analysis:*

- Conduct in-depth analysis of investment portfolios and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. *Market Research:*

- Stay abreast of financial market trends, economic indicators, and industry developments.

- Analyze market data to provide insights into investment strategies and potential risks.

3. *Client Interaction:*

- Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.

- Provide regular updates on portfolio performance and recommend adjustments based on client objectives.

4. *Asset Allocation:*

- Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.

- Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.

5. *Due Diligence:*

- Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.

6. *Regulatory Compliance:*

- Ensure compliance with relevant financial regulations and internal policies.

- Stay informed about changes in regulatory requirements and industry best practices.

7. *Performance Reporting:*

- Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.

- Make recommendations for optimizing portfolio performance.

8. *Relationship Management:*

- Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.

9. *Technology Utilization:

- Stay current on advancements in financial technology to enhance operational efficiency.

10. *Continual Learning:*

- Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.

- Pursue relevant certifications to enhance knowledge and credibility in the field.

*Qualifications:*

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

*Responsibilities:*

1. *Portfolio Analysis:*

- Conduct in-depth analysis of investment portfolios and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. *Market Research:*

- Stay abreast of financial market trends, economic indicators, and industry developments.

- Analyze market data to provide insights into investment strategies and potential risks.

3. *Client Interaction:*

- Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.

- Provide regular updates on portfolio performance and recommend adjustments based on client objectives.

4. *Asset Allocation:*

- Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.

- Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.

5. *Due Diligence:*

- Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.

6. *Regulatory Compliance:*

- Ensure compliance with relevant financial regulations and internal policies.

- Stay informed about changes in regulatory requirements and industry best practices.

7. *Performance Reporting:*

- Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.

- Make recommendations for optimizing portfolio performance.

8. *Relationship Management:*

- Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.

9. *Technology Utilization:

- Stay current on advancements in financial technology to enhance operational efficiency.

10. *Continual Learning:*

- Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.

- Pursue relevant certifications to enhance knowledge and credibility in the field.

*Qualifications:*

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

Job Description

- Represent a top Global Bank

- Portfolio Construction and Portfolio Management

- Update clients on market movements and the economy

- Business Development to onboard mass affluent and high net worth clients

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Introduction of Wealth Management tools to clients

- Customised career progression (Sales or Management Track)

Training Provided

- Monthly investment training by more than 30 Global Asset Managers (JP Morgan, Goldman Sachs, Franklin Templeton, BlackRock etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- Communications training

- Management training

- Structured training to put you on the path of success

Requirements

- Go Getter

- Excellent communication skills

- Highly motivated individuals who work well in a team

- Local Diploma / Full 'A' Level Cert / Degree

- Candidates with a background in Wealth Management or Sales would have an added advantage

Job Description:

· Work closely with the Manager.

· Monitor outlet’s expenses, making sure that all costs are within the budget.

· Assist manager to plan staff duty schedule for service crew and ensure sufficient staff and monthly management reports

· Make every effort to let customers feel welcome with friendly and uncompromising service.

· Supervise operations in outlet and serve customers.

· Handle customer complaints, maintaining good customer relationships.

· Progressively master the skills to run restaurant operations.

· Receive training and perform duties in various sections of company’s operations.

· Gain deep and thorough knowledge of the company’s restaurant operation by rotating on each position;

· Solicit feedback from customers and staff, for areas of improvement and incorporate useful suggestions into operations.

· Perform ad-hoc duties as assigned by superior.

Requirement：

· Bachelor degree or above

· Able to work on split shifts, weekends, and public holidays

· Service oriented and passionate working in F&B industry

· Possess good communication and interpersonal skills

· PC literate, well-organized and self-motivated

· Bilingual in English and Mandarin to communicate with customers

Responsibilities:

• Station at Outlets / Showrooms / Offices
• Perform Sales and Marketing functions at Retail Outlets / Showrooms / Sales Offices.
• Provide customer service to all customers.
• Complete all assigned tasks and assisting with day-to-day operations.
• Participate in meetings, workshops, and other learning opportunities.
• Observe and learn from experienced staff members.
• Understand company policies, protocols, and processes.
• Take detailed notes and liaising with Managers, Supervisors, and other senior staff.
• Fulfil any requirements and meeting goals set out at the start of the traineeship.
• Adhere to all company regulations, and health and safety codes.
• Prepare documents and updating records.
• Learn about conflict resolution and sitting in on disciplinary hearings.
• Travel to different outlets and participating in daily operations as required.

Requirements:

• Bachelor's degree in any disciplines or relevant.
• Strong critical thinking and analytical skills
• Good leadership, communication and interpersonal skills
• Able to work effectively both individually and in a team
• Proactive and inquisitive mindset with a desire to learn, question and contribute in a fast-paced environment.
• Proficient in Microsoft Office
• Able to work on rotation shifts / weekends / Public Holidays.

Responsibilities:

1. Portfolio Analysis:

- Conduct in-depth analysis of investment portfolios, assessing performance metrics and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. Market Research:

- Stay abreast of financial market trends, economic indicators, and industry developments.

- Analyze market data to provide insights into investment strategies and potential risks.

3. Client Interaction:

- Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.

- Provide regular updates on portfolio performance and recommend adjustments based on client objectives.

4. Asset Allocation:

- Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.

- Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.

5. Due Diligence:

- Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.

- Prepare comprehensive reports outlining investment recommendations and associated risks.

6. Regulatory Compliance:

- Ensure compliance with relevant financial regulations and internal policies.

- Stay informed about changes in regulatory requirements and industry best practices.

7. Performance Reporting:

- Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.

- Analyze performance metrics and make recommendations for optimizing portfolio performance.

8. Relationship Management:

- Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.

- Collaborate with internal teams, including financial advisors and risk management, to enhance client satisfaction.

9. Technology Utilization:

- Leverage financial software and tools for data analysis, risk assessment, and portfolio management.

- Stay current on advancements in financial technology to enhance operational efficiency.

10. Continual Learning:

- Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.

- Pursue relevant certifications to enhance knowledge and credibility in the field.

Qualifications:

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

Job Description

- Represent a top Global Bank

- Portfolio Construction and Portfolio Management

- Update clients on market movements and the economy

- Business Development to onboard mass affluent and high net worth clients

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Introduction of Wealth Management tools to clients

- Customised career progression (Sales or Management Track)

Training Provided

- Monthly investment training by more than 30 Global Asset Managers (JP Morgan, Goldman Sachs, Franklin Templeton, BlackRock etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- Communications training

- Management training

- Structured training to put you on the path of success

Requirements

- Go Getter

- Excellent communication skills

- Highly motivated individuals who work well in a team

- Local Diploma / Full 'A' Level Cert / Degree

- Candidates with a background in Wealth Management or Sales would have an added advantage

*Responsibilities:*

1. *Portfolio Analysis:*

- Conduct in-depth analysis of investment portfolios and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. *Market Research:*

- Stay abreast of financial market trends, economic indicators, and industry developments.

- Analyze market data to provide insights into investment strategies and potential risks.

3. *Client Interaction:*

- Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.

- Provide regular updates on portfolio performance and recommend adjustments based on client objectives.

4. *Asset Allocation:*

- Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.

- Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.

5. *Due Diligence:*

- Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.

6. *Regulatory Compliance:*

- Ensure compliance with relevant financial regulations and internal policies.

- Stay informed about changes in regulatory requirements and industry best practices.

7. *Performance Reporting:*

- Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.

- Make recommendations for optimizing portfolio performance.

8. *Relationship Management:*

- Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.

9. *Technology Utilization:

- Stay current on advancements in financial technology to enhance operational efficiency.

10. *Continual Learning:*

- Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.

- Pursue relevant certifications to enhance knowledge and credibility in the field.

*Qualifications:*

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

Cost Tracking and Analysis:

• Monitor and track costs across projects, operations, and logistics functions to ensure alignment with key stakeholders
• Perform monthly cost analyses to compare actuals against budgets, identifying variances and ends to support strategic decision-making.

Budgeting and Forecasting Support:

• Collaborate across departments to assist in forecasting activities, and help to develop and maintain cost-effective budgets.
• Prepare accurate cost forecasts and contribute to the budgeting process to support financial planning.

Reporting:

• Produce and provide regular reports on costs, budgets, and variances to keep stakeholders informed and facilitate transparency.
• Generate insightful cost and expenditure reports to support proactive cost management,

Project Cost Management:

• Manage project-specific cost tracking to ensure expenditures stay within budgeted limits and align with financial goals.
• Conduct spot checks on cargo and post-project cost reviews to assess profitability, addressing overspending when identified.

Invoicing and Activity Tracking:

• Generation and processing of invoices, Keeping and maintaining records of contracts, sales agreements, services, and activities are in cost tracker accurately.
• Support accounts receivable (AR) tracking by updating records and ensuring timely invoicing.
• Organize and document all invoices for easy access and retrieval.

Customer Service and Issue Resolution:

• Address customer inquiries and disputes about invoices, handling adjustments, and clarifying incorrect charges.
• Collaborate with finance, operations, and customer care to resolve invoicing issues promptly and enhance customer satisfaction.

At Summit Planners Crusaders Pte. Ltd., we empower individuals and businesses to achieve their financial goals with confidence and clarity. As a leading financial planning and wealth management firm, we pride ourselves on delivering innovative strategies, personalized solutions, and a commitment to long-term client success.

We are seeking a dynamic and motivated Wealth Management Specialist to join our team. If you are passionate about financial planning, building meaningful client relationships, and driving impactful results, we’d love to hear from you.

Key Responsibilities:

• Client Portfolio Management: Develop, manage, and optimize tailored financial portfolios for clients, ensuring alignment with their goals and risk tolerance.
• Financial Analysis & Strategy: Conduct in-depth assessments of clients’ financial situations and create comprehensive strategies for wealth growth, preservation, and transfer.
• Investment Advisory: Provide expert advice on investment products, insurance plans, retirement solutions, and other wealth-building tools.
• Relationship Building: Cultivate and maintain strong client relationships through regular communication, reviews, and proactive updates on market trends.
• Market Expertise: Stay informed about global financial markets, economic trends, and regulatory changes to provide timely, relevant advice.
• Team Collaboration: Work closely with internal teams to deliver a seamless and holistic financial planning experience.

Qualifications and Skills:

• Educational Background: Degree in Finance, Business Administration, Economics, or a related field. Professional certifications (e.g., CFP, CFA, or equivalent) are highly valued. Local Diploma are welcome.
• Experience: Proven track record in financial advisory, wealth management, or related roles. Fresh gradcate are welcome for junior role.
• Communication: Exceptional interpersonal, presentation, and negotiation skills.
• Analytical Ability: Strong quantitative skills with the ability to interpret complex financial data and market insights.
• Client-Centric: A genuine passion for helping clients achieve their financial aspirations.
• Self-Driven: Highly motivated, goal-oriented, and capable of working independently or as part of a team.

What We Offer:

• Growth Opportunities: Clear career progression pathways and access to advanced training programs.
• Supportive Environment: A collaborative team culture that fosters innovation and professional development.
• Attractive Compensation: Competitive salary package with performance incentives and bonuses.
• Work-Life Balance: Flexible working arrangements and employee wellness initiatives.
• Recognition: Be part of a reputable company that values excellence, ethics, and client satisfaction.

How to Apply:
If you’re ready to take your career in wealth management to new heights, submit your resume and a cover letter to [email protected] with the subject line: Application for Wealth Management Specialist – Your Full Name or click Apply Now.

Join Summit Planners Crusaders Pte. Ltd., and help us shape brighter financial futures for our clients and community.