[Job ID: 520708]

The Offshore Banking Relationship Manager (HNW) is responsible for managing and growing a portfolio of high-net-worth (HNW) clients in the offshore banking space. This role focuses on providing a range of tailored financial solutions to meet the unique needs of HNW individuals and their families, including wealth management, investment planning, estate structuring, and specialized offshore banking services.

Responsibilities:

• Manage a portfolio of HNW clients, providing personalized banking solutions to meet their financial needs.
• Develop and maintain strong relationships with clients by understanding their objectives, preferences, and concerns.
• Provide ongoing financial advice, ensuring clients receive timely and relevant information to make informed decisions.
• Proactively identify and acquire new HNW clients through networking, referrals, and business development initiatives.
• Expand and grow the portfolio by deepening relationships with existing clients, identifying opportunities for additional services and product offerings.
• Offer customized wealth management, investment, estate planning, and offshore banking solutions to clients.
• Work closely with internal teams such as wealth management, investment specialists, and legal advisors to provide comprehensive services.
• Ensure clients’ financial goals are met by offering tailored advice on managing their wealth and mitigating risks.
• Drive cross-selling of the bank’s products and services, such as investment products, insurance, and credit facilities, to enhance revenue streams.
• Identify opportunities to offer value-added services that align with the client’s financial goals and risk tolerance.
• Provide exceptional ongoing client service, ensuring clients’ needs are promptly addressed and their expectations are exceeded.
• Conduct regular reviews and meetings with clients to assess their financial status and adjust plans as needed.

Requirements:

• Degree Holder and relevant CMFAS papers
• Minimum 3-4 year of relevant experience in banking industry.
  
  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 Mei Qi
  EA Personnel Registration Number: R24125475
  EA License No.: 07C5771

[Job ID: 520708]

The Offshore Relationship Manager is responsible for managing and nurturing relationships with high-net-worth individuals (HNWIs) in Malaysia market, providing them with personalized financial services, investment advice, and wealth management solutions. This includes offering tailored banking solutions, identifying new business opportunities, cross-selling products, and ensuring the highest level of customer satisfaction.

Responsibilities:

• Advocate for and cross-sell a variety of banking products and services, including but not limited to loans, deposits, wealth management, bonds, equities, and foreign exchange (FX).
• Build, maintain, and enhance long-term relationships with both new and existing clients.
• Serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
• Understand clients’ financial goals and needs to provide personalized banking solutions.
• Identify new business opportunities to acquire high-net-worth clients
• Meet and exceed sales targets and KPIs related to product uptake and client growth.
• Provide expert financial advice and guidance to clients, considering their specific financial needs and risk tolerance.
• Advise clients on wealth management, investments, and other banking solutions in line with the bank's offerings.
• Assist in the assessment and management of the credit risk for clients.
• Conduct thorough due diligence and ensure proper documentation for all new accounts and loans.
• Stay updated on market trends, economic changes, and regulatory updates that may impact clients and banking operations.
• Provide regular reports on client activities, sales performance, and market insights.
• Ensure clients receive top-tier service through proactive follow-ups and addressing any concerns.
• Resolve customer complaints or issues with efficiency, maintaining high client satisfaction levels.

Requirements:

• A bachelor’s degree in Finance, Business Administration, or related fields.
• At least 3-5 years of experience in banking, financial services, or sales, with a strong background in relationship management or wealth management in Malaysia.
• Strong communication and interpersonal skills with the ability to engage and build relationships with clients.
  Excellent understanding of banking products, financial markets, and investment strategies.
• Proficient in sales techniques, with a proven track record of achieving sales targets.
• Ability to work independently and manage a portfolio of clients 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 Mei Qi

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

JOB ORDER: 763721

Acquisition Manager – Thailand Market

Are you driven by the challenge of acquiring high-net-worth clients? Do you excel in building strong relationships within the Thailand market? If so, we have an exciting opportunity for you.

Key Responsibilities:

• Client Acquisition: Proactively source and acquire HNW clients within the Thailand segment, ensuring they meet Priority Banking criteria.
• Relationship Building: Engage with prospects and deliver consultative financial planning, helping them achieve their financial goals.
• Sales Presentations: Organize presentations to groups and organizations to drive new business.
• Collaborative Cross-Sell: Work with Relationship Managers from various banking divisions to maximize cross-sell opportunities.
• Compliance: Ensure adherence to sales processes and local regulatory requirements.

What We’re Looking For:

• Minimum of 3 years of experience in Relationship Management, with a focus on Wealth Management and the Thailand market.
• Proven track record in client acquisition and delivering high service standards.
• Experience working with UHNW clients is advantageous.

We regret that only shortlisted candidates will be notified. However, 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: Tan Gabriel
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771

Role: Business Analyst cum Tester

Duration: 12 months contract

Location: Central / East, Singapore

JD

• Gather and document User Requirements Specifications

• Organize and conduct User Acceptance planning and testing

• Prepare and conduct users’ training

• Implementation and post implementation support

• Assist BA & Project Manager in project administration, reporting and tracking such as UAT or defects resolution progress.

Interested applicant may apply through here or alternativly email your CV at [email protected]

Job description:

- Handle and support Management on general accounting/adminstrative tasks assigned.

- Handle finance/adminstrative related matters

- Financial reconciliation to ensure accuracy.

Requirement:

- Nitec, Diploma in Accounting or related field.

- Minimum 1 year relevant experience in Accounting.

- Organizational skills and the ability to multitask.

- Meticulous, attentive to details

5 day work week

13th Month

Who you are:

You have our customers’ best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them.

You see yourself as a companion on our clients’ journeys toward achieving their life goals. Given that no journey is ever the same, you take great care (and pride!) in tailoring your financial advice to meet each client’s unique needs and requirements.

You’re self-motivated, and always on the lookout for opportunities to grow – whether it is keeping up to date with industry trends, expanding your skill set, or building your network of customers through tele-prospecting, virtual or in-person interactions and customer outreach programmes. You are knowledgeable about the banks' products and services and can recommend financial planning solutions that address your customers' needs. With such drive and tenacity, it’s no surprise that you’re consistently meeting your personal goals and targets.

Last but not the least, you’re focused on building long-term relationships with our customers. It forms the foundation to all that you do. You seize every opportunity to excite new and existing clients by bringing them investment ideas and insurance solutions to help grow their wealth and protect their futures.

To you, clients come first (and we like that).

Your background:

• You have a Bachelor's degree from a recognised university or a diploma from a local polytechnic.
• You are interested in financial planning or wealth management. Prior work experience is not a requirement.
• You enjoy interacting with people, are a good communicator and able to conduct yourself professionally.
• You are willing to work on a flexible schedule that includes weekends.
• Candidates with more years of relevant financial advisory experiences will be considered for Senior Wealth Planning Manager or Deputy Team Head job position.

What we offer:

• We offer attractive remuneration and a comprehensive benefits package.
• We also have a recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.
• We will provide you with structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
• We have digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers).

Ready to apply? Take the next step.

• Click on the link below to apply and receive an email notification from our AI Chatbot, JIM within 2 hours.
• Interact and complete the mandatory assessments on JIM.
• You will be invited for a face-to-face interview with our Branch Manager and HR if you are shortlisted.

You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB's clients
• Develop and deepen relationships with clients who have bee assigned to you
• Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes, and regulatory requirements (ie FAA and other related statutory Acts)

Job Requirements

• A recognised university degree
• At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considred for a more senior position
• Good knowledge of wealth management and investment products
• Results-oriented, dynamic and self driven
• Competent in engaging and managing internal and external clients
• Proven ability to exceed sales target
• Resourceful and able to work with minimal supervision

Job Responsibilities

You will provide accounting support for DaVita Singapore, which includes, but not limited to:

• Perform day-to-day financial transactions, including AR, accurate and timely recording of revenue, expenses, suppliers’ invoices and preparing payments.
• Tracking and collation of accounts receivable, ensuring prompt and accurate accounting.
• Ensure timely and accurate inventory management, centres’ billing activities and reconciliation of assets.
• Perform month-end accounts closing, prepare monthly financial statements including quarterly and annual accounts.
• Process medical claims, insurance and payments to employees.
• Ensure financial records are maintained in compliance with accepted policies and procedures and are up-to-date.
• Prepare schedules and provide support to facilitate the annual statutory audit and corporate tax.
• Assist in any liaising with corporate secretary, auditors, ad-hoc reports and duties.
• Assist in handling clinic day-to-day operations and any other ad-hoc duties where required.

Job Requirements

• Minimum Diploma in Accounting or its equivalent
• Must have at least 3 years in a similar healthcare environment, or 4-5 years of accounts /audit work experience
• Meticulous and pro-active with strong administrative, coordination and organisational skills
• Positive attitude, able to multi-task and work independently in a fast-paced and dynamic environment
• Able to work under pressure to meet reporting deadline,
• Strong attention to detail
• Proficient in Microsoft Office applications
• Must be familiar with Singapore’s FRS knowledge

The Client is a pretigious global bank.

Job Description

• Coach and guide relationship managers to achieve sales targets
• Ensure that the relationship managers adheres to all service standards
• Ensure that relationship managers comply to all regulations and compliance standards
• Able to manage and mitigate operations risk and ensure that the Bank’s operational requirements are adhered to

Skills and Requirements

• Minimally 6 years of experience within the banking scene with a proven track record in product sales & team management
• Processes strong knowledge in cross border regulations
• Strong stakeholder management skills

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

(EA: 11C5502 / R2199597)

Optimum Solutions (Registration Number: 199700895N)is Singapore's leading Information Technology , Consulting and Professional Services company with Competence in Digital Transformation, Automation, Robotics, Cloud, Big Data, Analytics and Emerging technologies projects. Optimum has been successfully delivering IT projects since 1997 and has been a key IT service provider to clients delivering Software Design, Development, Engineering and IT Transformation Projects.

Job Description:

Mandatory is : Java Application Support + Unix Shell Scripting + Banking

Key Requirements:

• Overall 06+ years Application Support or Production Support experience is a must
• Must have hands-on experience in Unix, Java, JEE, Control M.
• Must have recent Java Application Supporting experience.
• Must have Java design, development and support Hands-on experience.
• Recent working experience in banking or financial domain is a must.
• 04+ years hands on experience on Unix shell scripts and proficiency in using Linux/bash shell.
• Hands on technologist with immense interest in trying out new architectures, frameworks, programming languages or concepts.
• Experience in development of Microservices using Spring boot
• Exposure to following:
  • Apache Camel integration framework, XML, SOA Architecture, Object Design and Modeling, DevOps (Git, Jenkins, Maven, Artifactory, Sonarcube, etc.), Axway API gateway, Intellij
• Experience with using RDBMS (Oracle / Maria DB / SQL Server) and at least one of NoSQL (Mongo) database.
• Implementation knowledge of design patterns,Transaction handling and Oops concepts
• Experience in developing with testing frameworks such as Junit, Mockito.
• Hands on experience on shell scripts and proficiency in using Linux/bash shell.
• Understanding of Continuous build and Integration methodologies.
• Experience in integrating and using wide variety of open source technologies and cloud services
• Go getter attitude in getting things done with minimal supervision
• Able to work extended hours and over weekends to support Prod releases / investigation of Incidents
• Experience in Kotlin / Android development is a Plus.
• Domain – Banking

Key Responsibilities

• As a Level 3 Production Support Developer need to Investigate production incidents for root cause; fix defects raised in production environment and support development for CRs.

The client that we are partnering with is one of the world's leading bank and they are looking to expand their team of insurance specialist to support their relationship managers.

About the job

• Conduct financial needs analysis to understand customers' financial goals
• Provide financial product advisory to bank clients according to their needs
• Adhere to compliance and regulatory standards
• Engage in networking and marketing campaigns organised by the firm

Skills and experience required

• Minimum Diploma required
• Minimum 1 year of wealth management / insurance sales
• Good effective communication skills

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No: 11C5502 | EAP Registration No: R2199597

Our client is a newly established subsidiary company that is primarily engaged in the trading of technological apparel. Its parent company is listed on the Hong Kong Stock Exchange.

They are seeking a Finance Executive to join their pioneer team. The successful candidate will report to the Finance Manager and will play a pivotal role in the company’s finance operations. The ideal candidate is highly organised, analytical, and able to juggle multiple responsibilities efficiently.

Responsibilities

• Manage day-to-day accounts payable, accounts receivable and cash management
• Ensure timely and accurate processing of invoices, payments, and reimbursements
• Ensure timely reconciliation of financial transactions, bank statements and GST filing
• Ensure timely and accurate month-end and year-end closing processes
• Prepare monthly journals, reports and audit schedules
• Monitor cashflow requirements and prepare cashflow projections
• Assist in the preparation of budget and forecast
• Liaise with internal stakeholders, vendors, customers and auditors where necessary
• Support daily finance operations, including data entry and record-keeping, and any adhoc tasks as assigned from time to time

Requirements

Education: Diploma in Accounting/Finance/Business or equivalent

Experience: 1 - 2 years of relevant experience, preferably in a SME or start-up environment.

Skills:

• Strong familiarity with financial accounting principles and Singapore tax and accounting requirements
• Proficient in SAP software
• Strong attention to details and accuracy
• Strong organisational and multitasking abilities
• Proficiency in Microsoft Office Suite (Excel)

Language ability:

• Proficiency in spoken Mandarin and confident to communicate in written Chinese, to be able to liaise with and collaborate with teams in Hong Kong and China
• Proficient in spoken and written English
  

Attitude:

• Proactive individual with a strong desire to learn and develop professionally and is keen to play a key role in contributing to the growth of the company
• Ability to adapt to changing priorities and work independently in a fast-paced environment
• Possesses a collaborative mindset; understands the importance of building and maintaining relationships with internal team and external stakeholders
• Has a can-do spirit
  

This is an in-person role in Singapore.

We invite interested candidates who want to be part of this exciting journey of establishing a new subsidiary company to apply today!

https://apply.remotejobsasia.com/jobs/Careers/758310000002579141/Finance-Executive?source=CareerSite

Thank you for your interest in this role. We regret that we will contact shortlisted candidates only. We seek your understanding on this.

For clarifications, please contact karyn(@)jobsjolt.com (Personnel Reg: R24120779)

Employment Agency: Jobs Jolt Private Limited

EA Licence No.: 24C2131

www.jobsjolt.com

www.remotejobsasia.com

Job Description & Requirements

We are a Premium Student Care Brand in Singapore. The successful incumbent can look forward to being part of the highly committed & fun-loving team in their journey to uphold the high-quality early learning environment for our young learners.

Roles & Responsibilities

Job Brief

We are looking for an experienced Finance & HR Administrator to organize our company’s day-to-day accounting & payroll procedures.

Your utmost responsibilities include maintaining records for all transactions including bank consolidation, financial reports and processing reimbursements. If you have a background in Finance and knowledge of book-keeping activities, we’d like to meet you!

Key Responsibilities

Managing accounting software, invoice entries for trade creditors and purging entries after payment

Create and update spreadsheets of daily transactions

Manage accounts receivable and payable

Assist to collate checks from (COD) customers

Assist with petty cash claims or checks from Ops requests

Review and process reimbursements

Identify, address & resolve accounts discrepancies

Assist to prepare and submit staff annual income tax

Assist to prepare and submit forms for reimbursements from relevant government agencies

Key Requirements

Minimum Diploma in Accounting/Business Administration or equivalent

Proven work experience as a Finance Administrator, Finance Assistant or similar role

Hands-on experience with accounting software, like Million Accounting

Advanced knowledge of MS Excel (creating spreadsheets and charts and using financial Excel functions)

Good understanding of book-keeping procedures

Time-management and organization skills

Candidate who is keen in building a solid teaching career and be a part of the ‘kampung spirit’ team is warmly welcome to send an updated resume to [email protected]

Job Description

• Perform day-to-day financial transactions, including verifying, computing, recording and posting of incoming invoices from operations
• To assist warehouse in stock and its transection
• To account for inventory discrepancies with respect to monthly reports
• To troubleshoot inaccurate stock transaction(s)
• To monitor slow and obsolete stock(s)
• To close inventory during month-end, prepare monthly inventory and ageing report
• To ensure all documentation and procedure are followed in accordance to inventory SOP and procedures are reviewed yearly
• To conduct random inventory checks and half yearly stock take
• Provide support and guidance to Warehouse Personal and Operation for system and operation issues
• To perform other duties when assigned

Requirements

• Degree, preferably in Accounting/Finance or related educational qualification
• Proficient in MS Excel and SAP System
• Good communication and interpersonal skills
• Strong problem solving and analytical skills
• High degree of accuracy and attention to detail
• Can-do attitude, driven and passionate about work

A self-starter who is able to plan, organize and take initiative to meet job objectives and deadlines independently

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:

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.

- 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. *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.

Job Summary

The role involves evaluating and optimizing front-to-back control processes for Futures and Options products and the Clearing industry. The individual will lead ongoing reviews of business processes, develop Target Operating Models ) and create Business Requirement Documents, User Stories, and Test Cases to support operational advancements. Key responsibilities include conducting stakeholder workshops, identifying risks, documenting and analyzing business requirements, and ensuring compliance with regulatory guidelines

Location: Changi Biz Park

Salary up to $7000

9 Month Contract

Responsibilities:

• Evaluating front to back control processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions with SME’s and other inputs.
• Leading ongoing reviews of business processes and developing optimisation strategies for Target Operating Models, BRDs, User Stories, Test Case.
• Staying up-to-date on the latest process and operational advancements to automate and modernise systems.
• Conducting meetings and presentations to share ideas and findings.
• Communicating with all stakeholders & to elicit, analyse and validate the requirements for changes to control processes, within workshops, working groups and other forums.
• Identifying, documenting, and analysing business requirements against risk through process discovery and managing these through to completion/escalation
• Analysing the information collected in a detailed manner whilst working independently and as part of the overall team
• Respecting and demonstrating consideration for the firm's reputation and safeguarding business, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications/ Skills:

• Knowledge on Futures and Options products and Clearing industry
• Experience of working across multiple disciplines within finance or related industry
• Examples of delivering process improvements and controls enhancement
• Knowledge of Operations businesses/ functions in an Investment Banking environment beneficial
• Experience in Data Analysis and any data tracing through multiple systems front to back would be highly beneficial
• Have experience of leading User Acceptance Testing (UAT) projects, including overseeing the development & implementation of the UAT test plan, scripts and tools using the detailed functional requirements document.
• Excellent analytical and problem-solving skills and ability to clearly document findings and put together proposals for solutions.
• Inquisitive mind set and willing to work outside your comfort zone in either skills, time or location
• Be a strong communicator both written and verbal to help explain the problem, capture the team inputs and work through to resolution
• Knowledge & understanding of workflows and controls to enable leadership within the team
• Lead wider teams in proving the effectiveness of the process or controls
• Ability to work independently, multi-task, well organized and have great attention to detail and take ownership of various parts of a project or initiative.
• Able to lead conference calls and produce meeting agendas, materials, and minutes.
• Excellent Excel, Powerpoint and process mapping skillsets
• Ability to work in fast paced environment under tight contractual deadlines.
• Excellent communication and stakeholder management skills, with the ability to communicate to a range of audiences and facilitate discussions.
• Willingness to ask questions, challenge the process and seek out answers.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E EA License No. 01C4394 • EA Registration No. R21103542 (Ling Kai Jin)

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.

*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.

Our client, a leading foreign bank, is seeking an experienced relationship manager to join their Retail banking department.

Main Tasks and Duties:

• Provide exceptional customer service for retail banking products.
• Handle personal loan applications efficiently.
• Conduct marketing campaigns for bank cards and other personal products in batches.
• Cultivate and manage relationships with VIP customers.
• Offer financial advice and promote financial products to retail customers.
• Keep clients informed about their portfolios and new product offerings.
• Generate reports on product performance and business trends.
• Undertake any ad-hoc duties as directed by the Head of Department.

Job Requirements:

1. Bachelor’s degree in Banking and Finance or related field preferred.
2. Minimum 2 years of relevant experience, preferably in banking.
3. Strong customer service and interpersonal skills.
4. Ability to handle personal loan applications and provide financial advice.
5. Experience in marketing bank cards and other retail banking products.
6. Proven ability to maintain and manage relationships with customers.
7. Capable of multitasking and working well under pressure.
8. Excellent communication skills and attention to detail.
9. Proficiency in English and fluency in Mandarin to communicate effectively with Chinese-speaking clients.

We regret that only shortlisted candidates will be notified.

Greenlane is a recruiting firm based in Singapore, specializing in banking, trading, tech, and other industries.

EA Licence No.: 20C0261 | Registration No.: R23118854

Our Client is in the Environmental Industry. Due to their current expansion plan, they are looking for an Finance Manager to join their team, in hopes of developing the current high performing team. They are located in the West.

Responsibilities

• Responsible for full sets of accounting, financial management reports, financial audit and generation of Inventory Report
• Review and Approve Financial Submissions and manage cash flow
• Responsible for GST, Taxation and Annual Surveys
• Responsible on compilation of Trader Profit & Loss
• Manage tracking & reporting from the trading platforms.
• Liaise with banks on forign exchange activities when required
• Any ad-hoc duty as given

Requirement

• Min Bachelor’s degree in finance & accounting
• Min 5 years of experience in financial reporting
• Experience in commodity trading and metals will be added bonus
• Knowledge or experience in currency hedging

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.

Recruitpedia Pte. Ltd.

EA License No. 19C9682

EA Reg. No. R21103987 (Yan Yongmao)

• Overall management of Financial Accounting
• Manage 4 subordinates
• 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 using MS Dynamic 365
• Work location at Bugis , near MRT
• 5 days work (8.30am to 5.30pm)
• Salary $6000 - $7800
• AWS / Performance Bonus

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

Roles and Responsibilities:

• To provide support with claims (MediSave/Insurance/MCPS) and billing related matters and follow-up on pending claims and finalization of patient bills and processing of bill adjustments

• Prepare daily/ weekly/ monthly reports and schedules

• Take in receipts from claims payors (MediSave/Insurance/MCPS) and prepare claims aging and weekly status

• Follow up with IT vendor and resolve claims system issue

• Liaise with clinic ops on submission errors.

• Duties relating to debt collection

• Duty for systems team, to setup service codes and charging rules

• Ensure interfaces reconcile between internal and external system.

• Assist with other ad hoc tasks.

Requirements:

• Min. Diploma in Accounting.

• Min. 1 year experience in business office/accounting

• Proactive, independent, and has good interpersonal skills

• Proficient in Microsoft Office (Word/Excel)

If interested, please email your resume to [email protected]

Alex Goh Hock Leong

(CEI.No: R1763413 l Recruit Express Pte Ltd (Healthcare & Life Science) | 99C4599)