Corporate Planning Executive (1-Year Contract)

Location: Novena Hopsital

Salary: (subject to experience)

Contract Duration: 1 Year

Annual Leave: 21 days

Job Requirements:

Strong writing and communication skills.

Ability to assist in corporate planning activities, including documentation, communication, and report writing.

Good understanding of corporate planning processes and methodologies, ideally from a structured or multinational environment.

How to Apply: Send your resume to:

• Logistics for the meetings are well coordinated and materials are disseminated accurately on a timely basis
• Collaborate with the CEO and senior leadership to develop and refine strategic plans for the four key transformations.
• Conduct research and analysis to identify best practices and innovative approaches in each transformation area, where necessary.
• Work with workgroup leads to establish and oversee cross-functional workgroups for each transformation area.
• Define clear roles, responsibilities, and expectations for workgroup members.
• Facilitate productive discussions and decision-making processes within workgroups.
• Ensure the development of comprehensive roadmaps and action plans for transformation initiative.
• Work with workgroups and ensure the setting of SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals and objectives for the transformation initiatives.
• Develop key performance indicators (KPIs) to measure progress and success.

For interested candidates, please send your updated resume:

Email: [email protected]

Whatsapp: 96503173

Telegram: @jesswongie

Jessie Wong Yuan Si

R2197171

Recruit Express Pte Ltd (Healthcare & Lifesciences Division)

EA License: 99C4599

Responsibilities

• Planning and Implementing of Electrical, lighting control system and Hotel Guestroom System
• Testing and commissioning of lighting control system and motion sensors
• Project Management

Requirements

• 1-2 years working experience in Electrical, Lighting / CCTV / building automation
• Working experience with Lutron, KNX Lighting Control Systems
• Ability to communicate effectively
• Self-motivated and able to work independently
• NITEC/Diploma/Degree in Electrical/Electronic/Information Technology/ Computer Science or equivalent

Digipixel is a Cyber Trust (Tier 2) Certified digital agency, specialising in web solutions, eCommerce development, branding, and cybersecurity-focused digital marketing.

As a Pre-Approved Vendor under IMDA’s SMEs Go Digital initiative, we are recognised for delivering secure, scalable, and innovative eCommerce solutions that empower businesses to excel in Singapore’s dynamic digital economy.

Key Responsibilities

• Manage the end-to-end coordination of multiple projects, ensuring deliverables are on time and within scope.
• Create and maintain project schedules, resource allocations, and budgets.
• Collaborate with internal teams (design, development, marketing) to ensure seamless execution.
• Monitor project progress and identify potential risks or delays, implementing solutions proactively.
• Maintain comprehensive project documentation, including meeting notes, project plans, and status updates.
• Act as the primary liaison between internal teams and clients for project-related matters.

Required Skills and Qualifications

• Technical Skills: Experience with project management tools like ClickUp.
• Soft Skills: Excellent organizational and multitasking abilities.
• Experience: 2–3 years in project management or coordination, preferably in a digital agency or IT environment.
• Tools Proficiency: Familiarity with web development or digital marketing processes is a bonus.

RESPONSIBILITIES

• Assist in the planning and coordination of project activities, including scheduling meetings, preparing agendas, PowerPoint presentation and documenting minutes.
• Coordinate with internal and external stakeholders, to ensure timely delivery of project deliverables and resolve any issues or conflicts that may arise.
• Monitor project progress and identify potential risks or deviations from the plan, escalating to Service Delivery Manager (SDM), Project Director (PD) any necessary requirement from customers.
• Plan, track and monitor the tasks assigned to the managers, team leaders and members
• Clear and open communication with customers on operations and project issues or clarifications.
• Assist in creating of PowerPoint presentation and Excel documents.
• Provide administrative support as needed, such as managing project-related correspondence and other ad-hoc duties.

Interested candidates, please click on the following link to begin your job search journey and submit your curriculum vitae (CV) directly through the official PERSOLKELLY job application platform - GO.

This is in partnership with Employment and Employability Institute Pte Ltd (“e2i”). e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives. By applying for this role, you consent to e2i’s PDPA.

By sending us your personal data and CV, you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for account creation in GO and the purposes set out in the Privacy Policy https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with GO’s Terms of Use https://go.persolkelly.com/Tac and the Privacy Policy. If you wish to withdraw your consent, please email us at [email protected]. Please feel free to contact us if you have any queries.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394• Reg. <R24124925> <Chow Xuan Ling>

On behalf of our client, a large banking financial institution, we are inviting candidates to apply for the position of Wealth Planning Managers. Fresh graduates / candidates with 1 – 2 years of prior sales experience, please do not hesitate to apply to us.

The shortlisted applicants can look forward to providing a sound wealth management and financial advisory services and helping customers make informed decisions about their money in order to achieve their life goals. The array of products and services would include loans, credit cards, investment and unit trusts, insurance, and priority banking.

Job Responsibilities:

• To serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.
• You are expected to seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
• You should possess sound financial knowledge and provide holistic financial planning advice to the customers. To identify suitable financial solutions offered by the bank to meet their financial goals.
• You need to have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business.
• You should always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.
• You are expected to achieve a balanced scorecard set by the company.

Job Requirements:

• A diploma/degree in any discipline. Fresh graduates are welcome to apply.
• Good sense of urgency and willingness to work on a flexible schedule that includes weekends
• A passion for banking and wealth management
• Excellent communication and listening skills
• Confidence and presentation skills
• Ability to explain complex information clearly and simply

Only shortlisted candidates will be notified.

Please email a copy of your detailed resume to chally@talentsis.com.sg for immediate processing.

(EA Reg No: 20C0312)

Responsibilities:

· Coordinate with consultants and clients.

· Monitor and report on project progress. Investigate and highlight potential issues to the management in a timely method.

· Liaise with project site teams and ensure timely completion of activities.

· Monitor procurement of project-related services and materials.

· Responsible for planning and supervising the site progress and coordination with Sub-Contractor / Clients.

· Attend site meetings & liaise with clients on all project issues.

· Ensure timely delivery & keep track of all incoming materials for assigned projects.

· Any other duties as assigned by Director.

Requirements:

· Candidate must possess at least a Diploma in any field.

· Work experience preferably in the Construction or Interior design industry.

· Understanding of architectural trades.

· Proficient in AutoCAD will be added advantage.

· Ability to work independently and communicate with all levels.

· Good personality with good integrity and a strong sense of responsibility.

· Hardworking and willing to learn.

Job Description

· Organise work at construction site for Pumps & System or cooling towers for commercial and industrial applications

· Scheduling of work and planning of duty roster

· Manage workers

· Monitor and report to management on the progress of projects

· Assist with on-stie rectification works when required

· Ferry workers to and from job site

· Implement safety measures

· Liaise with and follow up on issues raised at job site

Requirements

· Candidate should preferably have relevant qualification in electrical / mechanical or other related engineering field

· Technically based and have experience working in Construction sites.

· At least 1 to 2 Year(s) of working experience in the construction industry.

· Preferably have prior experience supervising a team of workers

· Preferably have experience with scheduling of work and planning duty roster

· Able to lead, plan, coordinate, communicate with relevant site stakeholders to execute work

· Must possess class 3 drivinglicense

Responsibilities:

• Collaborate with project managers to develop execution plans, track project progress, and resolve issues.
• Support communication with clients to advance project progress.
• Collect, organize, and publish project data and analysis reports.
• Organize and participate in project meetings, compiling meeting records and following up on tasks.
• Assist in team building, client reception, and administrative tasks.

Qualifications:

• Bachelor's degree or higher in English, Computer Science, Software Engineering, Electronic Engineering, or Telecommunication Engineering.
• Familiarity with software development processes and project management systems.
• Proactive, responsible, and able to work independently and in teams.
• Excellent communication skills and proficiency in office software.
• Strong written and verbal communication skills in Japanese and English or Strong written and verbal communication skills in Japanese and Chinese.

Mandatory Skills

• Possess a degree in a related field.
• Proven experience in business management and operations. Preferred experience within a technology function of financial services firm.
• Strong analytical and critical-thinking skills with the ability to translate complex data into actionable insights (proven ability to bring order to unstructured problems).
• Excellent communication and interpersonal skills, with the ability to collaborate across departments and communicate effectively with stakeholders at all levels.
• Project management experience, demonstrating the ability to lead cross-functional teams to successful project completion.
• In-depth knowledge of technology areas such as infrastructure and platform services, service management, technology operations.
• Proficiency in data analysis tools and software for strategic decision support.
• High level of adaptability, creativity, and strategic thinking to navigate a dynamic business environment.
• Strong organizational skills and attention to detail.
• Proficient in MS Office applications such as MS Word, Excel, PowerPoint, SharePoint, and JIRA.
• Independent and highly motivated team player with a positive work attitude and strong interpersonal skills.

Mandatory Skills

• Possess a degree in a related field.
• Proven experience in business management and operations. Preferred experience within a technology function of financial services firm.
• Strong analytical and critical-thinking skills with the ability to translate complex data into actionable insights (proven ability to bring order to unstructured problems).
• Excellent communication and interpersonal skills, with the ability to collaborate across departments and communicate effectively with stakeholders at all levels.
• Project management experience, demonstrating the ability to lead cross-functional teams to successful project completion.
• In-depth knowledge of technology areas such as infrastructure and platform services, service management, technology operations.
• Proficiency in data analysis tools and software for strategic decision support.
• High level of adaptability, creativity, and strategic thinking to navigate a dynamic business environment.
• Strong organizational skills and attention to detail.
• Proficient in MS Office applications such as MS Word, Excel, PowerPoint, SharePoint, and JIRA.
• Independent and highly motivated team player with a positive work attitude and strong interpersonal skills.

• Possess a Master's Degree in Civil Engineering from a recognised university.
• At least 10 years of specialised construction and 5 years of experience on major project management for segmental construction by self-launching girders.
• Familiar with balanced cantilever construction methodology and have experience in segments pre-casting and post-tensioning.
• Experience in Project Reporting and Contract Administration as well as working in a joint-venture environment.
• Ability to travel in Asia and Europe.
• Fluent in English
• An understanding of French will be an added asset as the job requires frequent communication with our Company's headquarters in France.

General Manager Job Description Template

We are looking for a self-motivated and results-driven general manager to direct and manage our organization's business activities and to develop and implement effective business strategies and programs.The successful candidate for this role should possess excellent communication skills, superior knowledge of business functions, exceptional budgeting, and finance skills, and strong leadership qualities.

General Manager Responsibilities

· Oversee day-to-day operations, assign weekly performance goals and ensure their completion, and accomplish your own goals

· Recruit, onboard, and train high-performing employees to achieve objectives for sales, profitability, and market share

· Develop strategic plan for optimized productivity

· Review and improve organizational effectiveness by developing processes, overseeing employees, establishing a highly motivational work environment, and implementing innovative changes

· Adhere to company standards for excellence and quality

· Seek out opportunities for expansion and growth by developing new business relationships

· Provide guidance and feedback to help others strengthen specific knowledge/skill areas

· Maintain project timelines to ensure tasks are accomplished effectively

· Develop, implement, and maintain budgetary and resource allocation plans

· Delegate responsibilities to the best-qualified employees and enforce all policies, procedures, standards, specifications, guidelines, training programs, and cultural values

· Resolve internal staff conflicts efficiently and to the mutual benefit of all involved

General Manager Required skills and qualifications

• Degree in business management or any related field.
• Good knowledge of different business functions
• Proven success in a managerial role
• Strong decision-making ability
• Excellent communication, collaboration, and delegation skills
• Proven ability to develop and achieve financial plans
• Ability to motivate and lead employees, and hold them accountable
• Strong working knowledge of operational procedures
• Meticulous attention to detail.
• The ability to work under pressure.
• Availability to work within opening hours (e.g. evenings, holidays, weekends).

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

We are Korean Style restaurant dedicated to delivering high-quality dining experiences. We are now looking for a dynamic and experienced professional to join our team as a Marketing & Brand Management Specialist, focusing on marketing promotion, outlet operations, and brand development.

Position: Marketing & Brand Management Specialist / Maeketing Manager

Key Responsibilities

1. Marketing & Promotion : Plan and execute online and offline marketing campaigns to increase brand visibility. Manage social media platforms, create engaging content, and enhance audience interaction.
   
2. Brand Development : Assist in formulating brand strategies to ensure a consistent and enhanced brand image. Develop marketing materials, promotional content, and brand-related documents.
   
3. Franchise Support : Provide operational and marketing support to franchise partners. Assist franchise stores in improving their marketing strategies and operational processes to maintain brand standards.
   
4. Outlet Operations : Oversee daily front desk operations to ensure smooth customer service. Coordinate with the front desk team to handle customer inquiries and feedback efficiently.
   

Requirements

1. Diploma or degree in Marketing, Business Administration, or related fields.
2. At least 2 years of experience in marketing or brand management in the F&B industry, with prior experience in franchise management being a plus.
3. Strong communication, planning, and execution skills, with the ability to independently manage projects.
4. Proven team management skills and the ability to coordinate internal and external resources effectively.
5. Proactive, innovative, and able to work under pressure.

Looking for somewhere fun, supportive where you can grow, develop and make a impact? Well, check us out!

We are a leading marketing and sales company in S.E.A, that works with both national and international MNCs, to help them boost their brand awareness and market shares.

What we do:

• Increase brand awareness and market share of our client
• Develop your communication skills
• Build your leadership capabilities

Benefits:

• Travelling opportunities to different markets eg Taiwan, Hong Kong, US, Australia, KL (based on performance)
• 1 to 1 mentorship and guidance
• Personal development workshops

Who we are looking for:

• Hardworking individuals
• Great learning attitude

Are you the one we are looking for? Apply now to get started!

• Procurement & Category Management Experience
• Stakeholders Management
• Possess a Degree

Responsibilities

• Comply and uphold the integrity of the Group’s Procurement policy and procedure
• Responsible for managing assigned Categories
• Manages the Source-to-Pay (S2P) process including sourcing of vendors, ITQ/ Tender, bid clarifications, negotiations, issue PO and facilitate vendor payment
• Administer Purchase Orders and Contracts.
• Perform analysis and evaluation of vendors’ proposals.
• Negotiate with shortlisted vendors for best prices, delivery time, delivery term, payment term and other Contractual terms
• Manage vendors, cost, quality and delivery performance.
• Provide support and guidance to stakeholders with regard to Procurement policy and procedures.
• Maintain documentation of all purchases and ensure traceability for audit.
• Follow up with vendors to ensure on-time delivery or any discrepancies.
• Identify cost saving opportunities and Term Contracts.
• Monthly reporting to Management.
• Maintain Contract database and ensure expiring Contracts are renewed timely.
• Any other ad-hoc duties as assigned

Requirements:

• Possess a Degree / Degree
• Possess minimum 5 years of related Procurement & Category Management experience
• Prior experience in sourcing of vendors and formulation of Contracts
• Possess sound knowledge of Contract Terms and Conditions
• Skilled in negotiations with vendors
• Ability to adapt business requirements and acquire Category/ product knowledge through close engagement with stakeholders
• Resourceful, meticulous and accurate with numbers
• Proactive with a strategic mindset and hands-on attitude

To apply please click on the APPLY NOW button or email your resume with the following details inside your resume for faster processing:

• Reason for leaving each past & current employment

• Salary drawn for each past & current employment

• Expected Salary

• Earliest availability date

We regret only shortlisted candidates will be notified. By submitting any application or résumé to us, you will be deemed to have agreed and consented to us collecting, using, retaining and disclosing your personal information to prospective employers for their consideration.

Yoong Poh Feng

EA License | 14C7092

EA Registration Number | R1105076

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

Our client is an well-known leader in the Fund Management space. They are currently looking for a Compliance Executive to be based in Singapore.

The Role

• The role is responsible for implementation of Compliance and AML/CFT program and managing the full range of matters related to compliance, governance, AML/CFT, compliance risk assessment, STR related investigations and compliance/AMLCFT training.
• The compliance Officer reports to the Head of Compliance on on-going compliance status and on any findings of infringements and its recommended actions.
• The Compliance Officer provides regulatory advisory relating to all guidelines to all compliance related enquiries form business units/ member offices.
• Compliance Officer acts as Money Laundering Reporting Officer (MLRO) to submit Suspicious Transaction Report (STR)

To Qualify

• Degree in law, business, finance or compliance related disciplines
• Minimum 2 - 4 years of relevant experience within the Management Advisory/ Financial Services/ Investment industries
• Experience in a compliance function, preferably gained from accounting, corporate secretarial, management services, banking/ financial services and shared services firms
• Extensive regulatory knowledge (AML/CFT, CRS, PDPA, KYC guidelines, etc.)
• Experience in background check such as AML/CFT screening, KYC/CDD, applications
• Experience in performing Risk Assessment
• Good interpersonal, influencing and networking skills
• Ability to work independently as well as good team player
• Knowledge of Microsoft Office such as Excel, Word and PowerPoint
• Ability to multi-task and stay focused on the big picture while addressing daily issues
• Ability to identify problems and issues and apply problem solving skills to provide solutions
• Ability to prioritize work and meet deadlines

To Apply

If you feel your experience and professionalism can make an impact with this firm, please submit your details resume to [email protected] / 6645 4540.

Personal data provided by job applicants will be used strictly in accordance with the employer's personal data policies, a copy of which will be provided.

*Only shortlisted candidate will be notified.

Registration No. R1658237 | EA License No. 11C3510 | Drake International

You may also register at our company website https://sgjobs.drakeintl.com/jobs/

Or like us on Facebook www.facebook.com/drakesgtemp/ for more job opportunity!!!

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

• Assist to create good working environment and develop subordinates by identifying areas that needs training and action to support it
• Orientate and train employees so as to ensure that each individual has a complete understanding of the company’s policies by using the operations training manual
• Ensure daily opening and closing duties in the outlet are properly executed
• Manage, direct and co-ordinate all operation-related activities in a proficient and pleasant method
• Maintain high level of customer service as per QSC standards
• Ensure overall store image is maintained and the brand is well represented at all times
• Monitor opening and closing duties of the outlet
• Communicate daily and act as liaison between operations staff and management
• Ensure that POS system is operational and accurate at all times
• Provide co-ordination and services for both kitchen and service
• NITEC/Diploma/Degree in Business/F&B Management/Hospitality/Tourism or equivalent
• At least 1 year(s) of similar working experiences
• Proficiency in MS Office application
• Excellent interpersonal and communication skills
• Positive attitude with ability to influence positively
• Able to work on weekends

Job Description:

• Assist to review and update training records/documents
• Assist with programme logistics (recording of sessions, updating of attendance etc.)
• Other ad-hoc duties as assigned

Job Description:

• Similar Prior Experience preferred

Work Arrangment:

• Location: Upper Pickering Street
• Contract Period: 3 months

* Exact contract duration will be determined upon confirmation of start date

EA License No.: 96C4864

Reg. No.: R22110485 SHANICE LIM XIN NI

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, 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.