Provide AML/CFT expertise in:

• Reviewing and analysing customer profile in the relevant Sanctions scope of work,
• Provide overall Sanctions, risk assessment on customers profile, identifying key risk areas for attention,
• Recommend and provide risk mitigating plan for senior management consideration,
• Implement effective risk mitigating actions/plans for CFS as part of the team’s risk management activities.
• File and/or Review escalated Suspicious Transaction Reports (STR) for consideration of further escalation to Group Regulatory Compliance Unit for STR filing,
• Conducting Standard and/or Enhanced Customer Due Diligence reviews,
• Customers and internal stakeholder engagement on request of information and documents,
• Exit and closure of customer banking relationships,
• Activities progress tracking through MIS update and reporting,
• Provide advisory support to internal stakeholders where required.
• On demand risk management projects and activities, including optimisation, Risk Prioritisation Approach and AI RegTech initiatives.

Requirements

• Possess at least GCE A Levels, Diploma or Degree in any field
• Able to commit 4 Months
• Minimal Holiday plans

For interested candidate, please email your resumes to [email protected]

Denyse Nicole Tan Shuqin (#HDT)

Recruit Express Pte Ltd

CEI No: R1333503

Company EA license : 99C4599

Hybrid Work Mode : 1 Day Work at home per week!

Key Responsibilities:

• Performance Analysis: Collaborate with subsidiary teams to analyze financial performance and provide actionable insights.
• Reporting: Prepare and present timely financial reports and forecasts for management meetings.
• Site Visits: Visit subsidiaries monthly to engage with local teams and understand market dynamics.
• Liaison: Facilitate communication between headquarters and subsidiaries to align goals and implement initiatives.
• Budgeting: Oversee budgeting and forecasting processes to ensure alignment with corporate objectives.
• Investment Assessment: Evaluate investment opportunities and financial risks, offering recommendations to optimize returns.
• Market Monitoring: Track financial trends and regulatory changes, identifying improvement opportunities.
• Collaboration: Work with cross-functional teams to enhance operational efficiency and value creation.

Qualifications:

• Education: Bachelor’s degree in Finance, Accounting, or related field
• Experience: 3-5 years in financial analysis or related roles, preferably in a multinational company.

All qualified applicants, please click “ APPLY NOW”

Or you may send in your resume to:

Whatsapp: https://wa.me/+6597430026

Email : [email protected]

Kimmy Low Yi Ting (Kim) | CEI Registration Number: R23112122

Recruit Express Pte Ltd Company Reg. No. 199601303W | EA LICENCE Number: 99C4599

The Job:

• Process vendor invoices and payments
• Process staff expense claims and corporate card transactions
• Handle tax requirements relating to payments
• Process staff expense claims and corporate card transactions
• Handle tax requirements relating to payments
• Handle billing and settlement of intercompany charges with subsidiaries and overseas branches
• Review and reconcile temporary accounts

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

Jobs Responsibilities

• Managing relationships and new business development with corporations
• Maximizing profitability from portfolios assigned.
• Analyzing credit risk, documentation and setting up of credit facilities, and execution of transactions
• Coordinating with relevant divisions and departments, and other branches to provide global financial solution to customers.

Job Requirements

• Corporate Banking experience is a must
• Min. 3-5 years of experience as corporate RM or ARM

Application Procedures

Interested candidates, please email your resume to:
Attention: Lynn Mak Ling Ling (CEI No. R1986990)
[email protected]
Recruit Express Pte Ltd (EA No. 99C4599)

We regret that only shortlisted candidates will be notified.

Our client is a well-established international bank that offers a diverse range of banking services to its clients. The bank is committed to providing excellent customer service and maintaining high standards of professionalism and integrity.

about the job

• Design, develop and manage a suite of bond and fund products that cater to the unique needs of private banking clients ensuring alignment with market trends and regulatory requirements.
• Conduct in-depth market analysis to identify emerging trends, competitive products, and client preferences in fixed-income securities and mutual funds.
• Act as a subject matter expert for RMs providing insights on investment products, performance, and market conditions.
• Regularly review and assess the performance of bond and fund products making recommendations for enhancements or adjustments as needed.
• Ensure all investment products comply with relevant regulatory frameworks and internal policies including documentation and reporting standards.

skills and experience required

• Bachelor's degree preferably in Business or a related discipline.
• Minimum 5 years of experience in investment product management within a private banking/wealth management industry is advantageous.
• Strong understanding of fixed-income markets, fund structures and investment strategies.
• Proven ability to analyze financial data, assess market conditions and identify investment opportunities.

*We regret to inform you that only shortlisted applicants will be notified*

To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / [email protected] for a confidential discussion.

EA: 91C2918 | R2198716

Our client is a well-established international bank that offers a diverse range of banking services to its clients. The bank is committed to providing excellent customer service and maintaining high standards of professionalism and integrity.

about the job

• Develop and maintain strong relationships with corporate clients involving credit facilities, trade finance, cash management, and other corporate banking services understanding their needs and objectives.
• Identify opportunities to cross-sell and upsell banking products to existing clients, maximising revenue generation.
• Analyse client financials, assess risk, and propose appropriate banking products and services to meet their needs.
• Preparing credit proposals, coordinating with other departments for approvals and undertaking credit monitoring & asset reviews of the portfolio.
• Executing transactions in a timely and efficient manner in line with customer expectations.

skills and experience required

• Bachelor's degree preferably in Business or a related discipline.
• At least 5 years of experience in corporate banking.
• Strong business acumen and market awareness, with the ability to identify and capitalize on business opportunities.

*We regret to inform you that only shortlisted applicants will be notified*

To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / [email protected] for a confidential discussion.

EA: 91C2918 | R2198716

Responsibilities

• Issuance of new Marine business, renewal and endorsement documents
• Maintain service standards to customers by ensuring the accuracy of Marine policy documentation
• Manage Marine policy documentation and related administrative duties
• Assist to answer email and phone enquiries from customer care, intermediaries, and internal stakeholders
• Initiate and support system enhancements and User Acceptance Testing to improve efficiency and effectiveness of the department's work processes
• Undertake any other duties as may be assigned

Requirements

• Diploma/Degree in any relevant fields
• Proficient in MS Office
• At least 1-3 Year(s) of working experience in the related field

Interested applicants please email your resume to [email protected]

Megan Ng Su Ting

CEI Registration No.: R23115059

Recruit Express Pte Ltd

EA Licence No: 99C4599

*** We regret that only shortlisted candidates will be contacted.

Jobs Responsibilities

• Assist the Consultants in sales support work
• Work with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirements
• Attend client’s medical examinations or other client’s meetings in Consultant’s absence (face to face with clientele)
• Liaise with Bankers and clients for meetings, medical arrangement, new & ongoing application documentation and policy delivery.
• Submission of application documentation to insurance companies
• Update Consultant on their pipeline and cases and to ensure that sales meetings are updated in the systems
• Ensure client documentation are complete, aligned and satisfied with internal & insurance company compliance and due diligence.
• Manage and bring all the cases under care into completion (includes follow-up/negotiation with insurers/underwriters)
• Work with Consultants and Client Servicing to ensure prompt preparation and completion of annual reviews
• Work closely with Illustration and Inforce Team on day to day basis on new and existing policies
• Prepare specific client’s power point presentation and product comparison for client’s meeting

Application Procedures

Interested candidates, please email your resume to:
Attention: Lynn Mak Ling Ling (CEI No. R1986990)
[email protected]
Recruit Express Pte Ltd (EA No. 99C4599)

We regret that only shortlisted candidates will be notified.

Responsibilities

• Support Advisory channels for their agent code maintenance, sales reporting, incentives tracking and compensation.
• Support the teams for expenses and reporting.
• Set up Excel tables & do UAT testing on a quarterly and ad hoc basis for various teams.
• Conduct competitive analysis & propose customer's incentives as well as time deposit reconciliation.
• Assist with month end sales closing.
• Cover other team members during their absence & any other ad-hoc requests assigned.

Requirements

• Diploma/Degree in any relevant disciplines
• Proficient with Microsoft Excel

Interested applicants please email your resume to [email protected]

Megan Ng Su Ting

CEI Registration No.: R23115059

Recruit Express Pte Ltd

EA Licence No: 99C4599

*** We regret that only shortlisted candidates will be contacted.

Responsibilities

• Issuance of new Marine business, renewal and endorsement documents
• Maintain service standards to customers by ensuring the accuracy of Marine policy documentation
• Manage Marine policy documentation and related administrative duties
• Assist to answer email and phone enquiries from customer care, intermediaries, and internal stakeholders
• Initiate and support system enhancements and User Acceptance Testing to improve efficiency and effectiveness of the department's work processes
• Undertake any other duties as may be assigned

Requirements

• Diploma/Degree in any relevant fields
• Proficient in MS Office
• At least 1-3 Year(s) of working experience in the related field

Interested applicants please email your resume to [email protected]

Megan Ng Su Ting

CEI Registration No.: R23115059

Recruit Express Pte Ltd

EA Licence No: 99C4599

*** We regret that only shortlisted candidates will be contacted.

Reporting to the Regional FPSO Manager, we are looking for an FPSO Analyst to drive business transformations by developing and improving core business processes/structures and facilitating the implementation of new systems/processes/requirements with minimal business impact.  Your objectives will be to ensure that the systems meet business requirements, controls, and compliance; that users are trained and use the system correctly; and that support is delivered in a pro-active and efficient manner. You will work as part of the Regional FPSO Team, interacting closely with the regional functional teams, regional management and the Global FPSO team.

Main Responsibilities:

Act as a Regional Finance Coordinator on system/project roll outs:

• Be a central point of contact to coordinate, engage key Finance members, organize meetings, and facilitate discussions
• Participate in finance system/project implementations end-to-end and work closely and efficiently with cross-functional Global/Regional teams to ensure timely completion of projects
• Articulate business requirements, evaluate business process, and provide support on documentation
• Co-lead change management, highlight blocking issues and ensure prompt resolution
• Monitor projects and co-present project status and metrics to regional management and stakeholders
• Pro-actively communicate any system implementation changes (before and after) to Finance users to mitigate any downstream impact to business operations

Support country deployments of front and back-office applications:

• Translate local requirements, identify gaps, align, and integrate into global applications end-to-end following core/group global standard model
• Validate approach on system testing, and develop jointly with team members on detailed test plan

Act as a Subject Matter Expert in Systems & Finance Processes

• Be a functional expert in business systems/processes and have a good understanding on interconnected systems workflow
• Collaborate with business and discover new opportunities for Power BI, RPA or related automations development.
• Actively participate with operational teams to define system/operational requirements for new business requirements/initiatives/acquisitions
• Facilitate the review of front and back-office business systems/processes tickets
• Optimize, improve, and streamline business process, ensure proper control, and process compliance

User support & training

• Engage with key users and arrange training for them
• Bring any useful updates/training feedback for functional evaluation

Post implementation monitoring / Performance monitoring

• Monitor projects KPIs and track deliverables are met

Experiences:

• At least 3-5 years of strong operational experience in project management and finance processes/systems implementations
• Working knowledge of Financial Markets, in particular Commodity is preferred

Other skills (Computer Skills, etc):

• Project Management skills and good knowledge of key finance processes and best practices
• Experience with UAT (User Acceptance Testing), systems like SAP, Microsoft Dynamics AX, trading systems, payment system (FIS TRAX) and Cash Management system (Quantum) would be a plus
• Good Microsoft Office skills
• Strong verbal and written communication skills to interact with different levels of stakeholders
• Proactive and driven to support Finance users
• Independent and display positive attitude towards problem solving
• Ability to multi-task and handle ambiguity in a high-pressure atmosphere.  Flexibility on working time/travel during project implementation

Languages:

• English (Fluent)

Academics:

•  Degree in Business/Accounting/Economics or any related field of study

• Post journal entries and validate systems generated entries.
• Perform Balance Sheet accounts reconciliations and ensure issues and discrepancies are timely resolved with other teams in the bank
• Prepare daily and monthly financial schedules supporting the financial statements
• Prepare client assistance packages and assist in auditor’s queries for yearly financial audit
• Provide responsive support to internal and external parties in day to day operations and advisory on accounting matters
• Other ad hoc assignments and projects as assigned

Job Requirements:

• Min Diploma / Degree in Accounting/Finance or equivalent
• Min 4-5 years of relevant experience
• General Ledger system experience will be an added advantage

Joy Yeow Zhi Qian

(CEI Registration No:R2096261)

Recruit Express Pte Ltd (EA Licence No: 99C4599)

Responsibilities:

• Handle customers’ queries (via telephone / email) escalated from Call Centre
• Reports to the team lead and Contact Centre Manager
• Assist in the documentation of operational procedures
• Respond promptly to and record details of customer enquiries
• Handle and resolve issues raised by customers and record details of actions taken
• Escalate requests and unresolved issues to management

Other Information

• Able to commit any shift (rotational), 5 days in a week
• 1-year exp in Customer Service / Call Centre will be added advantages
• Possess excellent customer service, communication and interpersonal skills
• 1 year contract renewable / Convertible
• Great Resume Booster!
• Fast hiring!

For quick response, applicants who express interest in this job advertisement, you may email to [email protected]

By submitting your personal data and/or resume, you give consent to the collection, use and disclosure of your personal data and/or resume by the company (or its agent) for the purpose of the processing and administration by the company relating to this job application.

**We regret to inform that only shortlisted candidates would be notified.**

We wish you all the best in your career search.

Ong Hui Shan (Gwen)
Registration Number: R1767800
EA License No: 04C3537

Responsibilities:

• Act as the primary liaison between the Advancement Office and HQ Finance for all fundraising and donation matter, in particular managing the staff donation process.
• Develop and maintain a comprehensive view of staff donations across through preparation and analysis of regular reports.
• Coordinate with key stakeholders such as HR, Payroll, Shared Services, Finance and Advancement Office to ensure seamless operations of the staff donation process.
• Address and resolve any issues or discrepancies related to staff donations through regular report monitoring and communication with relevant parties.
• Collaborate with team members and other key stakeholders in streamlining the donation process.
• Assist Finance and Advancement office in collating the information needed for reports such as annual reports, progress reports to donors, publication etc.
• Any other ad-hoc projects related to the B charities, or administration of fundraising matters.

Qualifications:

• Diploma in Finance, Business Administration, or a related field.
• 2 - 3 years of working experience in administration.
• Experience in coordination roles, preferably within a large organization.

Interested and qualified candidates, please send in your application to [email protected]

Ivy Yong Shi Mei

R2198995

Recruit Express Pte Ltd 99C4599

• Attached to Financial Compliance Department
• Clear backlog in the Transaction Monitoring Team
• Review and investigate all transaction alerts generated by Transaction monitoring system
• Timely review of ad-hoc escalated review from other functional units within the AML team.
• Communicate with relevant business line and other functional units to provide AML and transaction monitoring advisory, expertise and all transaction monitoring matters
• Due Diligence and background check on suspicious cases/alerts
• Contribute and maintain KRI (Key Risk Indicators) for Transaction monitoring Team
• On an adhoc basis, may be involved in other FCC related work as assigned

Joy Yeow Zhi Qian

(CEI Registration No:R2096261)

Recruit Express Pte Ltd (EA Licence No: 99C4599)

The Job:

• Gather and input data into databases
• Verify and review data for errors or redundancies, make corrections and check output
• Work with different stakeholders to deliver process improvement and efficiency
• Self-starter to response/ liaison with business units/Vendors on systems enhancement and projects

The Requirements:

• Min GCE A Level/ Diploma Holder with 2-3 years of relevant working experience in the banking industry
• Proficient in MS Office

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

Our client is a global private bank specializing in private wealth management, offering tailored investment solutions and personalized financial services to HNW/UHNW individuals.

about the job

• Analyze financial statements, credit histories and other relevant data to evaluate potential and existing clients.
• Monitor credit risk exposure and adjust strategies as needed to minimize potential losses.
• Create and update policies related to credit risk ensuring alignment with industry standards and regulations.
• Work with bankers to support credit decisions and address client needs.
• Prepare reports on credit risk metrics and portfolio performance for senior management.
• Communicate credit decisions to clients and explain lending policies.

skills and experience required

• Bachelor's degree in Finance/Business or a related field.
• Minimum 5 years of experience in a credit risk-related role preferably in the private banking sector.
• Strong ability to analyze financial data and assess risks.
• Excellent verbal and written communication skills to present findings and recommendations clearly.

*We regret to inform you that only shortlisted applicants will be notified*

To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / [email protected] for a confidential discussion.

EA: 91C2918 | R2198716

Key Responsibilities:

• Maintain the full set of accounts for the company, including general ledger, accounts payable, and accounts receivable, as the sole accounting professional in the company.
• Responsible for all aspects of the accounting and financial functions of the company.
• Process payroll, employee expense claims, statutory contributions (CPF, IRAS submissions, etc.) and government reimbursements (childcare leave, paternity leave, NSmen makeup pay, etc.)
• Ensure timely submission of GST returns and other regulatory filings, taking full responsibility for compliance.
• Monitor and manage foreign currency exposure.
• Prepare and manage monthly financial statements, management reports, and cash flow forecasts independently.
• Prepare IR8A forms for employees to ensure accurate tax reporting and compliance.
• Conduct bank reconciliations and monitor cash flow to ensure financial stability.
• Liaise with external auditors, tax agents, and other stakeholders during audits and year-end closing.
• Analyse the financial performance of the company and provide recommendations for improvement.
• Review financial procedures, internal controls, and business processes/systems to ensure effective controls are in place.
• Assist with budgeting, forecasting, and variance analysis to support overall financial planning and decision-making.
• Handle any ad hoc accounting and finance tasks as required by management.

Requirements:

• Degree or Diploma in Accounting or Finance
• Minimum 10 years of relevant experience in accounting
• Proficiency in use of SAP Business One and SAGE EasyPay preferred
• Knowledge of Singapore financial regulations, GST filing, CPF submissions, etc.
• Strong commitment to producing accurate and error-free work
• Ability to work independently
• Able to commit half day(AM/PM)-5 days/week

If you meet the requirements of this role, please email a detailed resume in Word document to Chloe Tan Hui Lin. Email: [email protected]

Chloe Tan Hui Lin

CEI Registration No.: R1765524

Recruit Express Pte Ltd

EA99C4599

*All information will be treated with strictest confidence. We regret that only short-listed applicants will be notified

• Maintain the full set of accounts for the company, including general ledger, accounts payable, and accounts receivable, as the sole accounting professional in the company.
• Responsible for all aspects of the accounting and financial functions of the company.
• Process payroll, employee expense claims, statutory contributions (CPF, IRAS submissions, etc.) and government reimbursements (childcare leave, paternity leave, NSmen makeup pay, etc.)
• Ensure timely submission of GST returns and other regulatory filings, taking full responsibility for compliance.
• Monitor and manage foreign currency exposure.
• Prepare and manage monthly financial statements, management reports, and cash flow forecasts independently.
• Prepare IR8A forms for employees to ensure accurate tax reporting and compliance.
• Conduct bank reconciliations and monitor cash flow to ensure financial stability.
• Liaise with external auditors, tax agents, and other stakeholders during audits and year-end closing.
• Analyse the financial performance of the company and provide recommendations for improvement.
• Review financial procedures, internal controls, and business processes/systems to ensure effective controls are in place.
• Assist with budgeting, forecasting, and variance analysis to support overall financial planning and decision-making.
• Handle any ad hoc accounting and finance tasks as required by management.

Requirements:

• Degree or Diploma in Accounting or Finance
• Minimum 10 years of relevant experience in accounting

Interested candidates, do drop me the following:

Tele: @jesswongie

WA 96503173

or email to [email protected]

Jessie Wong Yuan Si

R2197171

Recruit Express Pte Ltd (Healthcare & Lifesciences Division)

EA License: 99C4599

• Attached to Financial Compliance Department
• Clear backlog in the Transaction Monitoring Team
• Review and investigate all transaction alerts generated by Transaction monitoring system
• Timely review of ad-hoc escalated review from other functional units within the AML team.
• Communicate with relevant business line and other functional units to provide AML and transaction monitoring advisory, expertise and all transaction monitoring matters
• Due Diligence and background check on suspicious cases/alerts
• Contribute and maintain KRI (Key Risk Indicators) for Transaction monitoring Team
• On an adhoc basis, may be involved in other FCC related work as assigned

Joy Yeow Zhi Qian

(CEI Registration No:R2096261)

Recruit Express Pte Ltd (EA Licence No: 99C4599)

Key Responsibilities:

• Maintain the full set of accounts for the company, including general ledger, accounts payable, and accounts receivable, as the sole accounting professional in the company.
• Responsible for all aspects of the accounting and financial functions of the company.
• Process payroll, employee expense claims, statutory contributions (CPF, IRAS submissions, etc.) and government reimbursements (childcare leave, paternity leave, NSmen makeup pay, etc.)
• Ensure timely submission of GST returns and other regulatory filings, taking full responsibility for compliance.
• Monitor and manage foreign currency exposure.
• Prepare and manage monthly financial statements, management reports, and cash flow forecasts independently.
• Prepare IR8A forms for employees to ensure accurate tax reporting and compliance.
• Conduct bank reconciliations and monitor cash flow to ensure financial stability.
• Liaise with external auditors, tax agents, and other stakeholders during audits and year-end closing.
• Analyse the financial performance of the company and provide recommendations for improvement.
• Review financial procedures, internal controls, and business processes/systems to ensure effective controls are in place.
• Assist with budgeting, forecasting, and variance analysis to support overall financial planning and decision-making.
• Handle any ad hoc accounting and finance tasks as required by management.

Requirements:

• Degree or Diploma in Accounting or Finance
• Minimum 10 years of relevant experience in accounting
• Proficiency in use of SAP Business One and SAGE EasyPay preferred
• Knowledge of Singapore financial regulations, GST filing, CPF submissions, etc.

If you are interested in exploring this role or other current openings in the market, kindly email me at [email protected] with your resume.

We regret to inform that only shortlisted candidates will be notified.

Ashley Loo Yan Ni | R2095115 | EA License Number: 99C4599

Recruit Express Pte Ltd Company Reg. No. 199601303W

• Provide administrative support to ensure efficient operation of office within Group Compliance.
• Carry out administrative duties such as onboarding/offboarding of staff, maintain office supplies, upkeep staff list
• Assist with finance operational matters such as invoice processing and payment monitoring.
• Assist with annual/quarter/ad-hoc reviews within Group Compliance where required
• Manage user requests as the first point of contact and liaise with internal and external stakeholders on administrative/IT facilities matters to resolve issues timely.
• Provide covering administrative and secretarial support to the Head of Group Compliance which includes meeting coordination, printing of materials, and meeting room booking.
• assist in any additional duties, adhoc projects and admin as assigned.

Joy Yeow Zhi Qian

(CEI Registration No:R2096261)

Recruit Express Pte Ltd (EA Licence No: 99C4599)

PRIMARY OBJECTIVE

• Achieve Target Revenue/Profit assigned on annual basis
• Achieve Target New Customer Acquisition assigned on annual basis
• Handle marketing, relationship management and business development among the existing client base including defending and deepening the relationships as well as cross selling
• Manage loan Asset/Corporate Bonds Quality (if applicable) & assist Team Head in any Debt Restructuring exercise (if applicable).

KEY RESPONSIBILITIES

•  
• Actively acquire new Corporate customers
• Review and manage accounts to be assigned/brought-in
• Increase utilization to enhance the Bank’s share of wallet
• Proactively monitor credit quality through early problem loan recognition and implement appropriate strategies
• Perform credit reviews on a timely basis
• Client servicing
• Work on projects which may be assigned from Time to Time

Job Description:

• Handle full set of accounts, including AP, AR, Fixed assets, GL, banking transactions and timely preparation of monthly financials schedules and statistics for the management and the Board’s review.
• Support the full cycle of the internal and external audit.
• Prepare the yearly budget, mid-year budget review and monitor actual expenditure against budget.
• Prepare and submit GST returns and any other statutory filing as and when required.
• Cashflow management including investments accounting and reporting.
• Review and ensure compliance with Finance policies and procedures.
• Liaise with external and internal auditors, corporate secretarial agent, andother external parties such as financial institutions.
• Support Sub-committees and Board meetings, including presentation and writing of minutes.
• Participate in ad-hoc projects including process improvements.
• Adhere to Company's policies (including PDPA and staff-related) and procedures diligently, carry out duties in accordance with the specified service level and in good governance, observe client's information, confidentiality, and conduct oneself professionally when interacting with internal and external parties.
• Performing other duties as assigned to meet business needs

Requirements:

• ACCA/CPA or Diploma in Accounting/Finance/Commerce or equivalent
• Minimum 3 to 4 years relevant working experiences
• Able to work in a team and detailed oriented
• Strong interpersonal and communications skills to supervise Finance Executive(s)
• Advanced Microsoft Excel skills
• Strong understanding of IFRS and financial regulations
• Strong team player with an independent work ethic and strong drive to complete assigned tasks and projects

The Responsibilities we will trust you with are:

• Actively identify, develop and convert business opportunities from new and existing clients
• Demonstrate an in-depth understanding of clients’ business and source of wealth generation
• Ensure coverage of all relationships through client engagement, risk profiling and financial planning
• Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
• Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
• Help clients achieve broad financial/investment goals related to the creation and management of wealth
• Develop tailored solutions that address clients’ investment, risk management, and financing/liquidity needs
• Plan and prioritize activities to maximize revenue growth and client satisfaction
• Ensure strong controls and effective operational and administrative tasks including compliance on regulatory requirements
• Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism