Department:

BANK's Techology Operations Strategic Sourcing Team to review and negotiate IT contracts with suppliers on IT initiatives across the Bank.

Job Description:

- Review and negotiate IT contracts with suppliers on IT initiatives across the Bank.
- Working in close collaboration with the Strategic Sourcing & Procurement colleagues, Group Legal and IT stakeholders to protect the Bank and to optimize the value from the supply market.
- Ensure compliance to BANK'S policies, process standards and guidelines.
- Provide advice on contracts, explain impact of contract gaps and mitigate contract risks to the stakeholders effectively and collaboratively.
- Ensure the right risk culture through strong communication lines with stakeholders and colleagues.

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)

Summary

Perform account opening, KYC, periodic review and Enhanced CDD for on-boarding of PEP clients

Duties & Responsibilities:

• Performing enhanced due diligence and reviews of PEP clients including Periodic Review
• Advising on compliance and regulatory issues relating to KYC.
• Liaise with internal clients like AML Front Control/Front office/ operations/external auditors and internal auditors in relation to KYC matters.
• Prepare of periodic management reports
• Ability to identify KYC issues and ensure client meets regulatory and internal requirements before account opening
• Ability to perform KYC reviews and name hits review promptly
• Assessment of risk and daily BAU KYC related matters (i.e. unblocking of transactions)

Requirement:

• 8 years of relevant experience in a Private Bank
• Experience in the onboarding and account opening of PEP clients.
• Knowledge of the Singapore regulations, i.e. Banking Act, SFA, FAA.
• Initiative and able to work independently.
• Strong interpersonal skills and a good team player.
• Strong analytical and evaluative skills and attention to details.

We respect your privacy and all communication will be treated with confidentiality.

If you have meet the job requirements that we are looking for or wish to find out more on this role, please contact us or apply in-confidence to us with you updated MS Word Resume to : kelvin@starcareerconsulting.com

*We regret only shortlisted candidate would be contacted.

Kelvin Lee (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)

Responsibilities:

• Prepare internal management report such as daily monitoring and report calculation, daily regulatory data base calculation;
• Prepare Head Office reports and schedules required by Head Office auditors;
• Prepare MAS regulatory reports, such as MAS 610, MAS 649, MAS 758, MAS 640, etc, and respond to the inquiries related to MAS reports;
• Communicate with the company’s tax agent, provide relevant tax information, and verify the tax agent’s submitted data to ensure accurate and compliant tax filings;
• Communicate with external auditors, provide the necessary data for the audit, and ensure the company’s annual report is properly disclosed;
• Process for staff claims and payment for daily operating expenses;
• Prepare accounting schedules such as Fixed Assets Register and Listing of OPEX;
• Prepare and posting of Journal Entries;
• Other administrative supports.

Requirements:

• Degree in accountancy or related accounting qualifications;
• Minimum 3 years relevant accounting experience in banks;
• Basic understanding of financial products and services;
• Proficient in MS Excel is essential as incumbent need to harness data on daily basis;
• Proficiency in written and spoken English and Chinese as incumbent is required to liaise with colleagues in from mainland China.

Please state your availability, current and expected salary in the resume.

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Eddie Tang | Registration No: R1221129

Duration: 6 Months Contract

Location: Pioneer

Working hours: 8.30am - 5.45pm (Mon - Thurs); 8.30am - 5.15pm (Fri)

• Responsible for providing transactional and administrative support to ensure accurate, effective and efficient operations of Staff Reimbursement Processing.
• Carry out accounting tasks that are related to the actual efficient maintenance and processing of the accounts payable and reimbursement transactions.
• Providing all these services effectively will ensure that municipal finances are accurate and up to date, staffs are paid within established time limits.
• Other ad hoc duties assigned

Requirements:

• Diploma or Degree in Accounting, Finance or other related discipline or equivalent experience with minimum 1 – 2 years of relevant working experience.
• Knowledge of SAP Concur system.
• Good knowledge of Microsoft office applications.

Interested applicants please send your resumes to [email protected]

Jessica Nguyen Huynh Thanh Truc

Recruiter (R23113787)

EA License No. 99C4599

We regret that only shortlisted candidates will be notified.

• Assist the team in handling the company’s day-to-day financial transactions, including but not limited to invoice verification and bill processing,.
• Perform data entry and organize relevant financial data to ensure accuracy and completeness of data.
• Support in the preparation of monthly and annual financial statements.
• Assist in performing financial analysis.
• Provide assistance in the preparation of audit required documents and materials to facilitate the audit process
• Assist in managing the company’s cash flow, including monitoring bank account balances and reconciliation of bank statement.
• Assist in processing employee reimbursements and benefits applications, ensuring compliance with company policies and regulations.
• Assist in other ad-hoc financial projects and special tasks, provide support and assistance as needed.

Job Requirements

• Degree / Diploma in Accountancy, Finance or related
• 1 to 3 years experience in handling or assisting in full set Accounts, Cashflow, Tax computation, Budgeting & Forecasting.
• Basic knowlege of financial regulations and compliance standards
• Good communication and interpersonal skills
• Mandarin speaking to work with chinese boss & associates
• 5 days Hybrid work (4 days office + 1 day work from home)
• Working location at Amoy Street
• Salary up to $5000
• AWS / VB

Interested applicants please send in your MS Word resume. Shortlisted candidates will be contacted very soon. Thank you.

[Job ID: 766341]

Responsibilities:

• Take ownership of the Organizational Risk Management processes to identify and highlight potential high-risk areas for the management team.
• Review documents related to outsourcing and third-party management, including policies, procedures, manuals, and outsourcing registers, to ensure compliance with the new MAS outsourcing Notice and Guidelines.
• Facilitate and support the outsourcing process and framework, ensuring alignment with MAS Outsourcing Guidelines, including the consolidation of outsourcing reports for MAS.
• Assist other departments with new and periodic reviews of third-party management.
• Support the establishment of a New Product Committee to evaluate and review new products or business initiatives.
• Review and maintain the BCM framework to ensure adherence to regulatory requirements.
• Control, facilitate, and consolidate Business Impact Analysis (BIA) and Business Continuity Plan (BCP) results from various business units.
• Plan, coordinate, and conduct BCP testing, including call tree exercises.
• Support the completion of the Residual Risk Assessment by collaborating with business units to identify key risks and controls, evaluate inherent and residual risks, and create mitigation plans as necessary.
• Identify and assess significant operational risk areas and control gaps, working with business units to mitigate risks and improve controls as needed.
• Organize and facilitate Risk Committee and Operational Risk Committee meetings for risk assessment exercises, ensuring action plans are in place for identified key risks.
• Maintain and develop a framework to manage environmental risks in accordance with regulatory expectations, coordinating with relevant departments.
• Assist and support the Head Office in all organizational and operational risk administration and project deliverables.

Requirements:

• Minimum of 4 years of relevant experience, particularly with hands-on involvement in outsourcing and BCP management, within organizational or operational risk management in financial institutions.
• Proficient in Microsoft Excel.
• Basic understanding of financial markets and risk processes, including risk reporting and post-approval monitoring.
• Solid understanding of the risk management process and experience in implementing process controls. Demonstrated experience in applying these methods effectively.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/
EA Personnel Name: Sandy Ng
EA Personnel Registration Number: R24125475
EA License No.: 07C5771

• Overall management of Financial Accounting
• Manage a team of 5 in Finance department
• Manage financial statements, forecasts and reports in accordance with accounting standards and statutory requirements
• In conjunction with Finance Director prepares the financial information for yearly budget as well as the preparation of cost and management accounting matters
• Monitor the Company’s tax affairs and liaise with Company’s tax advisors on all tax related matters
• Monitor and reports on cash flow including long range forecasts
• Liaise with auditors and banks as required
• Review the accuracy and completeness of accounting work in the department

Job Requirements

• Degree holder
• 3 to 5 years relevant experience
• Company is using MS Dynamic 365
• Work location at Bugis , near MRT
• 5 days work (8.30am to 5.30pm)
• Salary $6000 - $7000
• AWS / Performance Bonus

Interested applicants please send in your MS Word resume. Shortlisted candidates will be contacted very soon. Thank you.

Job ID: 624524

Responsibilities:

• Preparation of accurate and timely management reports, including monthly forecast and bi-annual budgeting for SEA regions, including variance analysis and trend analysis
• Assist in the preparation of Bi-Annual budget and monthly forecasts
• Analyse financial performance and KPIs to identify risks and opportunities for improvement
• Collaborate with other departments to gather relevant financial data, ensuring accuracy and timeliness
• Provide analysis and deliver insights that links financial reports to business strategies
• Prepare ad-hoc reports and analysis as required by the management to support decision making on various projects and initiatives
• Any other ad-hoc duties as assigned by manager

Requirements:

• Degree in Accounting/Finance/Business studies
• Over 3 years of Management Reporting and finanicial analysis experience required
• Proficient in Power BI is essential or any other data visualisation tools

To apply, kindly click apply or email updated resume to [email protected]

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities

Please kindly refer to the Privacy Policy of Good Job Creations for your reference:

https://goodjobcreations.com.sg/en/privacy-policy/
EA Personnel name: Chong Gui Feng
EA Personnel Registration Number: R1768033
EA License no.: 07C5771

Key Responsibilities:

• Component Enhancement: Enhance and maintain components within a comprehensive environment for systematic risk trading, utilizing modern C++ and Python, integrated with q/kdb+ for analytics and user interfaces.
• Requirements Analysis: Analyze business requirements with the Equity Line of Business (LOB), and create architectural designs for low latency C++ components, particularly for market making activities.
• Collaboration: Collaborate closely with the Site Reliability Engineering group to ensure industry-leading reliability and scalability of trading solutions.
• Core Development: Lead the core development and testing of low latency components, ensuring optimal performance and minimal downtime.
• Automation Focus: Promote an automation-first mindset across the software development lifecycle, emphasizing shift-left testing practices.
• Team Culture: Foster a responsible and professional culture within project teams, encouraging collaboration and accountability.
• Communication: Communicate effectively with both technical and non-technical stakeholders to ensure alignment and understanding of project objectives.

Key Requirements:

• Minimum of 8 years of extensive experience in C++ development on Linux, with a strong focus on building quantitative electronic trading applications.
• Specific exposure to automated on-exchange market making is preferred.
• Strong programming skills in C++, with practical exposure to Python development.
• Familiarity with Agile software development practices and the ability to implement associated best practices.
• Knowledge of equities, futures, options, and FX asset classes, along with algorithmic trading strategies for these products.
• Familiarity with regulatory requirements for trading in APAC markets.
• Working knowledge of architecting applications for cloud and/or containerized environments.
• Strong communication skills, capable of collaborating effectively with diverse teams and stakeholders.

Are you ready to take your career to the next level in the world of private banking operations? At JPMorgan Chase, we offer you the opportunity to lead product innovation and drive strategic growth. As a Vice President, you'll collaborate with cross-functional teams, influence senior stakeholders, and shape the future of our operations. Join us to enhance your skills, lead impactful projects, and be part of a team that values excellence and innovation.

As a Product Manager - Vice President within our International Private Banking Operations team, you will lead the end-to-end product lifecycle for Actionboards, ensuring seamless integration with our systems. You will develop and communicate a clear product vision, aligning with our operational objectives and target operating model. Collaborating with technology, design, operations, and business stakeholders, you will deliver innovative solutions that drive the adoption of Actionboards across the organization. This role offers you the opportunity to influence senior leadership, drive product improvements, and contribute to a culture of excellence.

Job responsibilities:

• Lead the end-to-end product lifecycle for Actionboards, from ideation to launch, ensuring seamless integration with Transact (T24)

• Develop and communicate a clear product vision and strategy, aligning with operations objectives and Target Operating Model

• Collaborate with cross-functional teams, including Technology, Design, Operations, and Business stakeholders, to deliver innovative solutions

• Prioritize product features and enhancements based on operations feedback and business impact

• Drive the adoption of Actionboards across the organization, providing training and support to ensure successful implementation

• Monitor product performance and user feedback, using data-driven insights to inform product improvements and future development

• Represent the product in senior leadership meetings, providing updates on progress, challenges, and opportunities

Required qualifications, capabilities, and skills:

• At least a Bachelor's Degree in Business, Finance, Technology, or a related field

• Minimum of 8 years of experience in financial services industry with at least 3 years’ experience with Temenos Transact, Transact Explorer and Temenos Explorer

• Proven experience in Temenos product management

• Strong understanding of back-office systems, particularly Temenos' Transact (T24) and Transact Explorer

• Strong knowledge of trade life cycle associated with Equities, Foreign Exchange, Fixed Income or Mutual Funds

• Excellent leadership and communication skills, with the ability to influence and collaborate with senior stakeholders

• Experience in managing complex projects and delivering results in a fast-paced environment

• Strong analytical and problem-solving skills, with a focus on data-driven decision-making

Preferred qualifications, capabilities, and skills:

• Master of Business Administration (MBA) will be an advantage

• Familiarity with User Experience and design thinking principles

• Proven experience in Temenos product management, preferably within financial services or technology

To apply for this position, please use the following URL:

https://ars2.equest.com/?response_id=8e1081b50e71404ac40cd3773d8c58d9

Local Bank

• Basic From $3600 to $4200 + $300 monthly allowance & Incentives
• Paid training will be provided
• Fast track progression in the Banking and Finance industry

Responsibilities:

• Work closely with the team to manage clients’ portfolios, perform financial analysis
• Follow the existing list of clients provided by the company
• Maintain customer loyalty and promote brand identity by providing excellent customer service through regular updates and reviews with customers on financial services/information
• Assisting in wealth preservation and capital growth
• Attend to the walk-in and queuing customers and customize solutions to meet clients’ financial objectives

Requirements:

•Degree or Local Diploma in any discipline
•Good communication skills, strong customer service mindset
• Keen interests in the Banking and Finance industry
• Be proactive, a good listener, and people-oriented
• Willingness to learn as comprehensive training provided

Attractive Basic Salary Package up to $$4200 Basic + $300 Allowance + Commission + Full Employment Benefits + Fast-track Progressions in Bank!

For Fast Response, please Email your updated resume in MS Word format with the following details to [email protected]

1) Last Drawn Salary
2) Expected Salary
3) Recent Photo
4) Reason(s) for Leaving
5) Availability Period
6) References

Steven Chan
Registration No: R1105423
EA License No: 08C5257

Our client is a well-established MNC, market leader in the Industrial Machinery industry. They are looking for a Regional Finance Manager to assist their team for the next phrase of their business. They are located in the Central – easily accessible.

Responsibilities of Regional Finance Manager:

• Ovesee company's accounting and implement strategic Finance department's strategy
• Notify the company’s operational team of unusual accounting fluctuations
• Monitor/Review the company’s account reconciliations
• Monitor the company’s annual audit process
• Handle company matters related to Goods and Services Tax (GST) and taxation
• Evaluate and submit the necessary GST returns on a quarterly basis
• Establish/review internal controls in the Finance team, implementing new controls if required
• Develop and implement effective tax strategies, ensuring compliance and timely filing for all taxes.
• Oversee treasury activities, including cash management and funding options, to optimize costs.
• Analyze financial transactions for risk management and provide investment advice, including creating investment frameworks and conducting due diligence.

Requirements:

• Minimum Degree in Accountancy or other equivalent qualifications/certifications
• Minimum 10 years of relevant MNC working experience, with regional exposure
• Experience in Taxation is required
• Prior exposure in treasury is an added advantage

Interested candidates who wish to apply for the advertised position, please click APPLY NOW or email an updated copy of your resume/cv.

We regret that only shortlisted candidate will be notified.

Email Address: [email protected]

EA License No: 19C9682

EA Personnel No: R22108850

EA Personnel Name: Chan Mun Mun

*This is not a sales role

Shift Timings (Choose One Shift Option):

Option #1: Weekends Shift

Working Hours : 5 working days, 1 rest day and 1 off day per week / 42.5 hours per week

Staggered shift hours : 8.5 working hours between 7 am to 10pm + 1-hour meal break in between

Rest Day and Off Day : Scheduled by Client (1 weekday + 1 weekend, non-consecutive)

Or otherwise advised by the Client

Option #2: AM & PM Shifts + Weekends / Night

- Week 1: Mon 9am-6.30pm/Tues OFF/Wed 9am-6.30pm/Thurs 9am-6.30pm/Fri 9am-6.30pm/SAT OFF/Sun 9am-6.30pm

- Week 2: Mon 12.30-10pm/Tues 12.30-10pm/Wed OFF/Thurs 12.30-10pm/Fri 12.30-10pm/Sat 12.30-10pm/Sun OFF

- Week 3: Mon 2.30pm-12am/Tues 2.30pm-12am/Wed 2.30pm-12am/Thurs OFF/Fri 11pm-8pm/Sat OFF/ Sun 2.30pm-12am

- Week 4: Mon 3.30pm-1am/Tues 3.30pm-1am/Wed 3.30pm-1am/Thurs 3.30pm-1am/Fri OFF/Sat 11pm – 8am/Sun OFF

Job Description

• Inbound call handling for Bank's Accounts Servicing campaigns, products enquiries and helpdesk enquiries
• Customer Fulfillment follow through on case handling and with customers
• Ensure bank's compliance & control standards are observed and met in the execution of customers’ enquiries, transaction requests and maintaining confidentiality of Bank and customers’ information

Job Requirements

• Candidate without relevant experience are welcomed to apply
• Although preferred, previous experience in Call Centre, a financial services or Fraud setting is not essential. Our dedicated onsite Training team will provide you with a specifically designed training programme and support in your new role; and to enable you to develop and provide ongoing training for all team members.
• Possess a positive mindset with a “CAN-DO” attitude a and passion to deliver quality customer service.
• Possess a pleasant voice, excellent comprehension, communication, interpersonal skills and work etiquette.
• Possess good command of written and spoken English.
• Good analytical skills; passion for working and is good in working with numbers.
• Resourceful, proactive, results-driven, attentive to details and a good team player who likes to work in a fast-paced changing environment.
• Passion for working, responsible and with good working attitude.
• Proficient in PC skills including MS Office applications.
• Ability to work on staggered/rotational shifts including weekends and Public Holidays to support 24x7 Contact Centre service operations.

We are currently recruiting for a talented individual to join our team of finance professionals as a Finance Manager. You will be an integral part of the finance function, reporting directly to the Director.

Your responsibilities will encompass covering the full spectrum of accounts and finance functions, which includes:

>> Ensuring the seamless operation of accounting processes and overseeing cash flow management and forecasting.

>> Lead a team of finance staff in compliance to accounting standards, GST regulations and group internal control procedures, as well as other relevant rules and regulations.

>> Overseeing full spectrum of monthly and annual accounts closing and audit.

>> Beyond this, you will be pivotal in maintaining accurate and timely financial reporting, ensuring compliance with Singapore tax regulations and financial reporting standards.

>> You are also responsible for interpreting financial reports, aiding in the annual budget process, and leading financial process enhancement initiatives.

>> Leading and reviewing suppliers and customers transaction, including payments and creditor reconciliations.

>> Liaise with various internal parties such as key account managers and external parties such as bankers, suppliers, sub-contractors and auditors.

>> Assist Managing Director in relation to work related field and any ad hoc assignments.

What We Look For:

>> A degree in Accountancy or a related discipline from a reputable university, accompanied by a CA or equivalent certification.

>> At least 5 years of relevant finance/accounting experience in an FMCG industry.

>> Possess a strong understanding of compliance and financial reporting.

>> Familiarity with Microsoft Dynamics 365 is required.

>> Comfortable with working at Penjuru Road, with 5.5 work week schedule.

>> Your success in this role hinges on your integrity, meticulous attention to detail, and analytical thinking.

>> An inherent knack for collaboration and a positive attitude in teamwork are key attributes.

BDM - We will count on you to:

• Reporting into the Head of Broking develop and execute strategies for new business penetration, with the purpose of gaining broking market share
• Evaluating existing sales practices and processes to enhance delivery and produce results
• Arranging new business meetings, creating and leading sales pitches
• Leading and closing complex sales and tenders
• Researching market trends and industry updates, for the purpose of building market credibility and knowledge
• Building relationships with internal and external stakeholders to ensure trust and long-term relationships conducive to new business activity

Client Manager - We will count on you to:

• Prepare and implement business plans and goals
• Build long-term relationships with key client decision makers and monitor changes within client organizations
• Manage all aspects of account management and service delivery to clients, ensuring client needs are met in line with agreed service standards
• Recognize and document revenue generation, growth, and other opportunities by actively developing additional business from existing portfolios and other sources
• Identify and document successful account retention and defense strategies to ensure business is retained
• Maintain awareness of potentially complicated claim-related matters and assist claims personnel in negotiating equitable claim settlements on behalf of clients.
• Develop meaningful working relationships with insurers through regular contact and liaison to better serve clients

• Client Service Officer (CSO) within the team covering institutional investors active in public markets i.e. asset managers, hedge funds and family offices who trade actively in public markets.
• Support the public markets team RMs in client KYC documentation, account opening and onboarding.
• Assist RMs in fixed deposit (FD) matters such as placements, rollovers, withdrawals.
• Lead the client account maintenance processes, including change of account mandates, multi-currency account (MCA) currency opt-ins, fee debiting, fee waivers, entity/account name changes and account closure procedures
• Be in charge of payments and transactional matters – including RFI queries, manual exceptions, agent bank queries, GIRO rejections.
• Assist RMs in account retagging and data cleanup and maintenance
• Any other adhoc tasks / projects assigned by the RMs/team from time to time on revenue data collation, events, sales, marketing, etc
• Support a smoother end to end journey for customers from onboarding to settlement of trades by working closely with product teams and support units.

Internal ref: 9286

Regards,

Lini

Recruitment Consultant

R22108463

Raffles Place

Mon- Fri 9am-6pm

A Levels: 2200

Dip: $2,600

Deg: $3200-$3500

• Manage daily operations for Individual Life and Health Insurance Services
• Responsible for ensuring that all correspondences provided to policyholders and advisers regarding their applications, are accurate, fast and with complete information.
• Policy Issuance – Creating client under a common client system, creating contract cover applied for, creating life insureds coverage, billing first premium, ensuring compliance with regulations e.g. Anti-Money Laundering (AML), Insurance Act, LIA undertaking.
• Client Level Changes e.g. change in personal particulars, contact details, returned mails.

How to Apply: send your resume and indicate role(s) you want to apply to: [email protected] or telegram @jocelynchan

Jocelyn Chan| Consultant | Recruit Express Pte Ltd (Healthcare & Lifescience) Company EA License number : 99C4599 Personnel EA License: R1331820

Key Accountabilities And Job Functions:
Sanction Screening
1. Perform day-to-day operational activities in relation to Sanctions Screening over voluminous payment transaction processing for inward & outward remittances.
2. Attend to adhoc issues / escalate where applicable
3. Ensure adherence compliance to SOPs, agreed service levels for turnaround/cutoff time, and all relevant policies, standards and guidelines.

Job Duties & responsibilities
1. Support daily business operations for Sanction Screening.
2. Liaising with internal stakeholders with regards to alerts; seeking for additional information; escalating to internal compliance team where applicable
3. Performing daily reconciliation and daily report.

The position required to work shift hour.
Shift work model:
1) 7:00 am to 5:00 pm
2) 12:45 pm to 930 pm

---------------------------

Please refer to U3’s Privacy Notice for Job Applicants/Seekers at https://u3infotech.com/privacy-notice-job-applicants/. When you apply, you voluntarily consent to the collection, use and disclosure of your personal data for recruitment/employment and related purposes.

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.

*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. *Customer Engagement:*

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. *Product Knowledge:*

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. *Sales Targets:*

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. *Documentation and Processing:*

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. *Compliance:*

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. *Problem Resolution:*

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. *Team Collaboration:*

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. *Market Research:*

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. *Training and Development:*

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

*Qualifications:*

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

*Benefits:*

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.

Responsibilities:

1. Customer Engagement:

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge:

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. Sales Targets:

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. Documentation and Processing:

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. Compliance:

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. Problem Resolution:

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. Team Collaboration:

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. Market Research:

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. Training and Development:

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

Qualifications:

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

Benefits:

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.

- 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

Temp Finance Administrator (6 months – extendable or possibility for conversion)

8.30am to 6.00pm

Alexandra

up to 2800

• Generate and send invoices in accordance with scheduled timelines
• Prepare customised reports in accordance with clients’ invoicing requirements
• Prepare reports for vendor payments
• Data entry
• Liaise with clients and vendors on billing matters
• Manage account receivables and payment status follow-ups with clients

How to Apply: send your resume and indicate role(s) you want to apply to: [email protected] or telegram @jocelynchan

Jocelyn Chan| Consultant | Recruit Express Pte Ltd (Healthcare & Lifescience) Company EA License number : 99C4599 Personnel EA License: R1331820