Responsibilities:

• Lead and motivate a team to consistently achieve or exceed monthly sales targets set by management.
• Conduct regular training, coaching, and performance reviews to enhance the skills and productivity of team members.
• Monitor team performance through key metrics, including daily, weekly, and monthly KPIs, and provide timely updates to management.
• Ensure all sales submissions and reports are accurate and complete, addressing any discrepancies promptly.
• Oversee daily operations, including conducting morning briefings to review sales performance, talk time, and conversion rates.
• Ensure compliance with all company policies and regulatory requirements in sales and customer interactions.
• Review and evaluate agents’ call quality, identify areas for improvement, and share best practices with the team.
• Analyze sales data to develop and implement strategies to improve performance and meet campaign objectives.
• Manage administrative tasks such as preparing agent sales reports, updating performance records, and handling requests related to customer or agent details.
• Perform additional duties as a Duty Floor Manager (DFM) to support the operational needs of the team.

Requirements:

• Diploma or Bachelor’s degree in Business, Finance, or related field.
• 3+ years of experience in a sales or insurance environment, with at least 1 year in a leadership or supervisory role.
• Strong understanding of general insurance products and sales processes.
• Excellent communication and coaching skills to lead and develop a team.
• Proficiency in preparing and analyzing sales reports and using data to drive decisions.
• Attention to detail and commitment to maintaining compliance standards.
• Ability to work under pressure and achieve results in a fast-paced environment.

• Perm
• Must have 3 to 5 years of experience working in the insurance industry with familiarity on maritime insurance policies common in the shipping industry (Hull & Machinery, Marine Cargo, etc.)
• Strong communication skills

The role involves managing global insurance policies, including P&I, H&M, corporate, business, and project insurance, to protect the insurable interests of the organization and its group companies.

Job Description

Insurance Operations

• Collaborate with General Counsel to report on cover arrangements, premiums, and recoveries.
• Coordinate with brokers on documentation and resolve coverage issues as needed.
• Follow up on hull claims with brokers in alignment with the fleet operations team.
• Manage the timely renewal of all global corporate and business insurance policies, including professional indemnity, workers' compensation, marine cargo, directors and officers, travel, business interruption, cyber security, and property risk.
• Prepare reports and claims records for insurance renewals.
• Instruct brokers to arrange and place appropriate insurance programs.
• Resolve insurance-related queries from internal departments and third parties.
• Explore additional insurance covers, such as war risk, piracy, K&R, and Loss of Hire insurance.
• Maintain accurate records of all insurance policies, premiums, and claims in the system.

Contract Insurance Reviews

• Review and identify issues in policy wordings.
• Evaluate contracts to ensure their terms are aligned with existing insurance coverage. Propose amendments or arrange additional insurance if needed to mitigate contractual liabilities.

Claims Handling

• Ensure timely filing and notification of claims to brokers and underwriters.
• Work closely with brokers, loss adjusters, and insurers to maximize claims recovery and resolve cases efficiently.

Business Partnering and Training

• Train key stakeholders, such as superintendents and commercial managers, to ensure claims are submitted promptly.

Data Analysis and Loss Prevention

• Analyze loss trends and recommend corrective actions for prevention and mitigation.
• Prepare monthly reports on claims trends and incident frequencies for the General Counsel.
• Maintain and compile claims statistics and loss records for regular reporting.

Specialized Support

• Liaise with Average Adjustors in the event of General Average declarations.
• Provide assistance on fleet-related claims and coordinate with appointed Average Adjustors for Particular Average claims.

Requirements

• Degree in Engineering / Business / Insurance from a recognized university.
• 3 to 5 years of experience working in the insurance industry.
• Familiarity with insurance policies common in the shipping industry, like professional indemnity, Hull and Machinery, all risk, marine cargo, comprehensive general liability, products liability, public liability, directors and officer insurance and employers’ liability.
• Well versed with insurance terms and conditions, common endorsements/exclusions, typical costs of different insurance policies.
• Good interpersonal and strong leadership skills.
• Excellent written and verbal communication skills with the ability to inspire confidence at all levels within the business.

Triton AI Pte Ltd

Registration Number: R1980724

EA: 21C0661

• Perform general administrative and operational duties.
• Maintain and update service provider and client records.
• Manage paperwork and handle formalities related to claim matters.

Requirements:

• Diploma and above
• At least 1 year of relevant working experience.
• Proficient in MS Office.

If you are keen to apply for the position, kindly email your detailed resume in MS Word to [email protected]

Please note that only shortlisted candidates will be notified.

For more job opportunities, please visit our website at www.recruit-expert.com

EA Licence: 19C9701

Registration: R21100996

WSP Consultancy Pte Ltd

This is a role requires a driven and detailed individual, with expertise in finance, accounting, reporting and experience with managing statutory requirements as such year-end audit, GST submission and year-end tax filing. This is a hands-on role as you will be required to take on detailed budget submissions, preparing financial reports etc.

The role has a high visibility to Management and opportunity to drive process improvements and manage outsourcing to shared services centre in Guangzhou.

Responsibilities:

1. Actively lead the accounting function, ensuring timely period end close, preparation and submission of reports, review of balance sheet schedules and reconciliations. Ensure all month end journals are recorded, and management reports prepared and submitted on time.

2. Review all intercompany reconciliations, oversee the management and resolution of discrepancies.

3. Oversee the Accounts Payable function, cashflow projections and payment runs.

4. Plan and manage the year end audits to ensure timely completion and filing of accounts. Assist with the preparation of statutory financial statements and ensure statutory deadlines are met.

5. Participate in the half yearly forecast exercise, co-ordinate data uploading from Project Finance, aggregate Company level submissions, compile and prepare the respective reports required for the review and submission.

6. Manage queries from Group companies and Asia HQ and resolve issues.

7. Review project backlog tabulation and phasing regularly. Highlight areas for follow-up and work with Project Finance on team on updates.

8. Participate actively and work closely with business leaders to support business improvements and Project Finance team on project related matters.

9. Support the team on their career and professional development.

Requirements:

• Degree in Accountancy/ACCA with at least 5 years in a related role. Good knowledge of GST, withholding tax and corporate tax.
• Experience with handling budget and reporting for multiple cost centres and divisions within a single company. Prior working experience in a service-related organization or construction industry will be advantageous.
• Team player with a hands-on, can-do attitude. Self-motivated, meticulous, keen attention to details and comfortable with handling detailed and voluminous financial reports and committed to deadlines.
• Applied knowledge of Oracle, EPM and Hyperion Financial Management and advanced EXCEL skills.
• Good verbal and written communication, comfortable communicating with multiple senior leaders.
• Adaptable and able to work under pressure, good personal efficiency, can-do attitude.

Responsibilities:

• Manage and reconcile intercompany transactions and balances, ensuring accuracy and efficient resolution of discrepancies.
• Prepare and review comprehensive financial reports, including customer sales, collection forecasts, cash flow projections, profit and loss statements, balance sheets, and budget-to-actual performance analysis.
• Deliver detailed monthly management reports for the Group and its entities, providing valuable financial insights.
• Supervise cash flow management and collections to ensure smooth financial operations and liquidity.
• Oversee the preparation of tax computations, handle tax filings, and ensure audited accounts meet regulatory standards.
• Address corporate and GST tax inquiries promptly and accurately.
• Coordinate with external parties such as vendors, tax agents, and auditors to support audits and compliance efforts.
• Ensure adherence to financial policies and procedures while meeting deadlines for account submissions.
• Assist in preparing quarterly board packs and annual reports for the Group.
• Lead and mentor team members, fostering professional growth and high-quality work.

Requirements:

• ACCA certification, a degree in Accounting, or equivalent professional qualification.
• Strong knowledge in Accounting, Tax, and Transfer Pricing.
• At least 5 years of relevant experience, ideally with exposure to auditing.
• Capable of handling tight deadlines and maintaining a positive, solution-focused attitude under pressure.
• Willingness to travel internationally as required.
• Advanced proficiency in Microsoft Office, particularly Excel.
• Meticulous attention to detail with a positive, collaborative attitude.
• Strong communication skills, with a team-oriented mindset and a track record of effective teamwork

Interested candidates who wish to apply for the advertised position, please click on the apply button

EA License No: 96C4864

Reg. No.: R2094940

For candidate who applied for the advertised position is deemed to have consented to us that we may collect, use or disclose your personal information for purpose in connection with the services provided by us.

- Represent a top Global Bank

- Portfolio Construction and Portfolio Management

- Update clients on market movements and the economy

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

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

- Relationship Management with existing clients

- Introduction of Wealth Management tools to clients

- Customised career progression (Sales or Management Track)

Training provided

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

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- Communications training

- Management training

- Structured training to put you on the path of success

Requirements:

- Go Getter

- Excellent communication skills

- Highly motivated individuals who work well in a team

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

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

Responsibilities:

1. Portfolio Analysis:

- Conduct in-depth analysis of investment portfolios, 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.

• Leading regional bank.
• Hybrid work arrangement.
• Diversified industry exposure.

You will be responsible for preparing credit applications which includes credit evaluation of corporates, credit reviews and renewals on a monthly/quarterly/yearly basis. You will work closely with business units to ensure transactions are in line with the bank’s credit policies etc.

At least 4 years of commercial/corporate banking experience as a credit analyst. Well-versed in credit analysis and preparing credit applications. Excellent time management skills especially during peak season.

If you are interested in this opportunity, please send your CV to [email protected]

Reg No. R1875901
BeathChapman Pte Ltd
Licence no. 16S8112

Responsibilities

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

Requirements

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

*Seeking for an Internal auditor who has minimum 3 years of Internal/external audit exposure handling Corporate Banking audit*

THE COMPANY
This organization is committed to build their brand and people. With their strong leadership, they continue to strengthen their presence globally. Currently, they are looking for an Internal Auditor who will like to join their Internal Audit team.

JOB RESPONSIBILITIES

• Organize and plan Audit work flow processes
• Execute Audit (Regulatory, Operational and Compliance audits)
• Document risk findings
• Recommend control measures in an Audit report
• Monitor effectiveness of control measures
• Improve current audit procedures
• Participate in any audit projects

JOB REQUIREMENTS

• Degree in Business (Major in Accounting), Degree in Accountancy/ACCA or any other relevant education
• Minimum 3 years of Internal Audit/external audit exposure handling Corporate Banking audit
• Independent, proactive, attentive to details, team player, has good interpersonal and communication skills

If you will like to explore this opportunity, please email your resume in Microsoft Word format to [email protected]

We thank you for your interest and will contact shortlisted candidates for more detailed discussion.

For more job openings, please visit our website at https://resolutehunter.com/opportunities/

EA Licence 18C9105
EA Reg R1105305

[Job ID: 401769]

Key Responsibilities:

• Manage HNW client portfolios.
• Serve domestic clients in Singapore and international clients from non-assigned countries.
• Promote a comprehensive range of financial products, including FX Trades, Bonds, Structured Notes, Funds, and Bancassurance.
• Leverage the bank’s broad product offerings to fulfill clients' wealth management objectives.

Requirements:

• Prior experience as a Relationship Manager within Priority/Privilege/Premier Banking.
• Personal Bankers with a proven sales track record or Financial Advisors qualified for MDRT are encouraged to apply.
• Demonstrated sales expertise and ability to work with high-net-worth (HNW) clients.
• Knowledge of wealth management products like FX, bonds, and structured notes.

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

*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.

- 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.

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.

Role Responsibilities

1. Develop and Implement Custom Solutions

• Design, develop, and deploy customized Power Apps solutions to replace existing InfoPath forms, ensuring alignment with business requirements and seamless integration with SharePoint.
• Implement Power Automate workflows to automate processes across Power Apps and SharePoint, enhancing efficiency and user experience.

2. Automate Workflows and Business Processes

• Design and develop automated workflows using Power Automate to streamline approval processes, notifications, and other business tasks.
• Optimize and troubleshoot existing workflows to improve performance and ensure reliability, minimizing manual intervention.

3. Collaborate with Stakeholders to Gather Requirements

• Engage with business and technical stakeholders to understand current workflows, gather detailed requirements, and propose solutions that leverage Power Apps and Power Automate.
• Translate complex business needs into technical requirements and provide recommendations.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

EA License No. 01C4394 • RCB No. 200007268E •Derrick Tiew Yong Han EA Registration No. R1877971

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

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.

Role : Banking Agile Coach

• 10+ years of experience in information technology, preferably in banking, finance, or a similar highly regulated domain with at least 5 years of experience in managing/delivering software projects using agile approaches across different work cultures and environments.
• Must be working as a Agile Coach in Banking domain for at least 3+ years currently.
• Must have 5+ years of Agile coaching experience starting with roles such as scrum master or product owner and organically advancing into coaching, coupled with a successful track record of driving agile transformation programs, projects, and initiatives including scaling agile across the organization
• 3+ years of people management experience and capable of leading a team by having excellent leadership, emotional intelligence, decision making, self-awareness and conflict resolution skills
• Exceptional stakeholder management skills and able to communicate with and influence both functional and technical stakeholders from various levels of the organization, in an authentic, clear, concise, and professional manner, both verbal and written
• First class MS PowerPoint knowledge along with enhanced presentation skills to prepare and deliver concise and effective slides to complex audiences
• Competent in commonly used tools such as JIRA and Confluence, and good knowledge of DevOps processes and tools such as CI/CD, Bitbucket, Git, Jenkins and similar
• Holding multiple advanced- level agile certifications including scaling Agile
• Experienced in working with teams located across multiple countries and able to interact with colleagues from different vendors, countries, and time zones
• Business / Technology consulting experience at major companies will be a distinct advantage.
• Domain - Banking

The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services.

Roles and Responsibilities

• Engage and prospect new offshore clients in regions such as SEA, North Asia & South Asia.
• Understand the financial needs of clients and provide them holistic recommendations & solutions.
• Consistently update clients on the latest market trends and information regarding their insurance & investment portfolio
• Work closely with internal stakeholders (investment specialist, banca specialist etc) to curate personalised solutions for clients.
• Uphold the bank’s customer service standards and comply with all compliance and regulation standards.

Skill and Requirements

• Minimum Diploma required
• Minimum 5 years of wealth management experience
• Strong sales track record
• Strong understanding of cross border regulations
• Strong understanding of financial markets & market trends
• Strong communication & interpersonal 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

Principal Responsibilities:

• Develop and manage a Premier customer base, building long-term relationships with an assigned portfolio of clients.
• Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
• Demonstrate a genuine interest in customers, helping them achieve their financial goals.
• Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
• Promote Premier services to potential clients, explore their needs, and refer them to relevant business units when necessary.

Requirements:

• University-level education, preferably in finance, business, or a related field.
• >4 years of experience in a client-facing environment within banking with strong relationship-building skills.
• Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
• A strong understanding of financial markets and a genuine interest in staying informed.
• A mature, independent mindset with the ability to perform effectively under pressure.
• Relevant CMFAS cartificates

To apply online please use the apply function
(EA: 94C3609/ R21103354)

- 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

A leading bank in Singapore is seeking a skilled Business Analyst to join their dynamic team:

Business Analyst - Banking

Key Responsibilities

• Take a crucial role in various projects, including strategic change management, new business and product initiatives, and process re-engineering. Responsibilities will encompass business systems analysis and technical writing, requiring a comprehensive understanding of the organization and its core functions.
• Act as the primary liaison between Technology and specific business units, identifying requirements, creating project and process specifications, coordinating with project teams, and ensuring that schedules and budgets are adhered to.

Key Requirements

• 10-16 years of experience in business analysis or a similar role, ideally within the banking or financial services sector.
• Strong foundational knowledge of technology and the Software Development Life Cycle (SDLC), either waterfall or Agile. Familiarity with banking products is essential.
• Experience or exposure to ETL processes and MAS reporting regulations is a plus.
• Excellent communication skills with the ability to engage stakeholders across different levels and functions.
• Capacity to bridge the gap between technology and business, effectively conveying messages and requirements.
• Ability to work independently or with minimal guidance to complete assigned tasks.

The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services.

Roles and Responsibilities

• Engage and prospect new offshore clients in regions such as SEA, North Asia & South Asia.
• Understand the financial needs of clients and provide them holistic recommendations & solutions.
• Consistently update clients on the latest market trends and information regarding their insurance & investment portfolio
• Work closely with internal stakeholders (investment specialist, banca specialist etc) to curate personalised solutions for clients.
• Uphold the bank’s customer service standards and comply with all compliance and regulation standards.

Skill and Requirements

• Minimum Diploma required
• Minimum 5 years of wealth management experience
• Strong sales track record
• Strong understanding of cross border regulations
• Strong understanding of financial markets & market trends
• Strong communication & interpersonal 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

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.

Keyrus is an international consulting firm, specializing in the integration of data intelligence and Digital solutions. With over 3,500 employees spread across 25 countries, Keyrus continues to deliver on such projects to a wide range of clients from various industries including but not limited to Banking/Finance, Healthcare/pharmaceuticals, FMCG, Oil & Gas, and more.

As part of Keyrus’ solution delivery, we are also in a position to recruit and place technical consultants to complement on existing client projects with their expertise. As such, we seek innovative and agile people to support ambitious and forthcoming technological challenges.

We are seeking a strong UX Designer in Singapore to join and support our bankinng client's team.

Responsibilities

• Be a great team player, experienced in working with agile teams. Ability to collaborate closely with Developers, Business Analyst and Stakeholders.
• Conduct UX/UI reviews and manage necessary changes with the development team.
• Present and justify your design solutions based on user research with a clear understanding on the overall design roadmap, as well as your own design thinking and fundamental principles (i.e. colour theory, information hierarchy, etc.)
• Educate, plan, support and conduct user research/workshops with Business Analyst to collect qualitative and quantitative feedback from users.
• Create, improve and use hi-fidelity wireframes, prototypes, style guides, user flows, and effectively communicate your interaction ideas using any of these methods.
• Create clean and structured design files for better organisation.
• Manage and improve design components within Design System.
• Continually keep yourself and your design team updated with the latest changes in your industry’s standards.
• Being able to assist in creating/improving communication collaterals occasionally.

Technical & Behavioral Competencies

• 3+ years of relevant experience
• Good understanding of design philosophy and user experience research and design.
• A good communicator and efficient team player.
• Excellent time management skills
• Good proficiency in wireframing/prototyping tools like Sketch and Figma
• Good proficiency in design software like Adobe Illustrator, Photoshop and InDesign

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.