*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

Our client, a leading Indian bank is looking to hire a Relationship Manager within their Commercial team.

Responsibilities:

Trade Transactions

• Maintaining relationship with Branch Corporate Banking Customers for all their Trade finance and Transaction banking requirements
• Increasing wallet share of the business from existing clients and sourcing new clients in line with the bank’s strategy
• Raising approvals as per Branch Trade Procedures for all Trade Transactions
• Raising Commodity / Product / Deviations approvals as needed.
• Resolve queries from all internal processing teams (Trade Services Unit / Central Operations / Compliance/ Branch Operations)
• Be responsible for End-to-End Transaction delivery

Short Term Loan, Working Capital Demand Loan, Remittances

• Raising all relevant approvals for STL / WCDL / Remittances as per Process
• Resolve queries from all internal processing teams (Trade Services Unit / Central Operations / Compliance/ Branch Operations)

Bank Onboarding / Legacy Alerts Closure

• Follow up with Financial Institution Group/ International Financial Institution Group for documents or approvals with respect to bank onboarding/ legacy alerts
• Liaise with Compliance, Central Operations and other internal teams
• Raise mail/ memo approvals for onboarding/ re-onboarding/ legacy alerts closure

Others

• Process Improvement- Review of Correspondent Banking, Trade Procedures and other PAC Notes
• Resolve queries with respect to Bank’s Corporate Internet Banking and Trade Online Platforms

Transaction Data Compilations

• Ad Hoc Trade & Transaction banking MIS
• Any other tasks and responsibilities assigned from time to time.

Requirements:

• Relevant banking experience of 4+ years
• Understanding of trade finance domain and related concepts, trade procedures, STL and WCDL
• Understanding of India banking and regulatory landscape and macroenvironment
• Strong communication and collaboration skills

If interested, then please share your CV with [email protected]

Responsibilities:

• Reach out to Partners such as Independent Financial Advisors and External Asset Management Firms To cross sell company's suite of products (Equities, Unit Trust, Bond, Structured Products)
• Analyse and execute equities order
• Work on existing and new client contacts
• Assist the partners to on-board their clients with the company and meet their investment needs
• Work on projects as assigned

Requirements:

• Pass at least 2 of the 4 required papers M1A, M5, M6A and M8A papers (Banking finance majors are exempted for M1A and M5)
• Accuracy and attention to detail
• Independent, self-motivated team player

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

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.

[Job ID: 824045]

Responsibilities:

• Review and interpret client data (e.g., vehicle details, driving history, coverage preferences) to generate appropriate quotes.
• Communicate with clients, agents, or brokers to gather necessary information for preparing insurance quotes.
• Prepare quotation documents, ensuring all relevant information is included and accurate.
• Coordinate with the underwriting department to confirm that proposed quotes comply with underwriting guidelines and risk assessments.
• Respond promptly to Salesforce leads and inquiries.
• Prepare documentation related to completed transactions.
• Address insurance-related queries from customers and partners.
• Participate in projects aimed at enhancing the quotation process through digitalization.
• Generate accurate motor insurance quotations for individuals and businesses based on customer information and requirements.
  Utilize pricing tools, systems, and software to calculate insurance premiums and terms.
• Explain policy terms, coverage options, and pricing to clients, addressing any questions or concerns.

Requirements:

• A minimum of 2 years of relevant experience in a General Insurance environment.
• Hold at least 2 certificates (BCP, PGI, ComGI).
• Minimum Diploma in Business Administration or equivalent qualification.
• Proficient in MS Office and CRM software (Salesforce).
• Knowledge of the motor insurance market is a plus.
• Experience in underwriting, claims, quotations, or insurance customer service is highly desirable.

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

High Pay Scheme for Business Development in the Investment and Insurance field!

If you're keen on getting a $6,000 - $9,000 range pay per month,

and you do not mind selling Investments and Insurance,

This could be the job for you!

Flexible Schedule, work at your own pace.

Leads will be provided.

Bonuses are paid every 3 months.

Free company overseas trips.

Training Provided

LIONBROKERS PTE. LTD. | EA License No. 22S1273
EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193

High Pay Scheme for Business Development in the Investment and Insurance field!

If you're keen on getting a $6,000 - $9,000 range pay per month,

and you do not mind selling Investments and Insurance,

This could be the job for you!

Flexible Schedule, work at your own pace.

Leads will be provided.

Bonuses are paid every 3 months.

Free company overseas trips.

Training Provided

LIONBROKERS PTE. LTD. | EA License No. 22S1273
EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193

IT Security Specialist

We are seeking a highly skilled IT Security Specialist with expertise in the insurance industry to join our dynamic team. The ideal candidate will play a pivotal role in ensuring the confidentiality, integrity, and availability of sensitive information within our organization. The IT Security Specialist will collaborate with cross-functional teams to implement and maintain robust security measures, compliance standards, and risk management practices specific to the insurance sector.

Responsibilities:

· Support development, implement and enforce security policies and procedures in alignment with industry regulations and best practices.

· Monitor and assess compliance with regulatory requirements (e.g., HIPAA, GDPR) relevant to the insurance sector (familiarity with SOC).

· Conduct risk assessments and vulnerability analyses to identify and mitigate potential security threats (VAPT).

· Develop and implement strategies to manage and respond to security incidents effectively.

· Design, implement, and maintain secure network architecture and infrastructure.

· Ensure the security of servers, databases, and other critical systems used in insurance operations.

· Implement and manage robust identity and access control measures to safeguard sensitive insurance data.

· Regularly review and update user access permissions based on business needs and principle of least privilege.

· Develop and maintain an incident response plan for swift and effective resolution of security incidents.

· Conduct digital forensics investigations to identify the root cause of security breaches and recommend preventative measures.

Qualifications:

· Bachelor's degree in Information Security, Cybersecurity, or a related field.

· Proven experience as an IT Security Specialist in the insurance industry.

· In-depth knowledge of insurance sector regulations and compliance requirements.

· Experience with risk assessment methodologies and tools.

· Proficiency in implementing and managing security solutions, including firewalls, intrusion detection/prevention systems, and antivirus software.

Certifications (Preferred):

· Certified Information Systems Security Professional (CISSP)

· Certified Information Security Manager (CISM)

· Certified Ethical Hacker (CEH)

· Certified Information Systems Auditor (CISA)

Benefits:

· Competitive salary with performance-based bonuses

· Ongoing professional development opportunities

· Collaborative and innovative work environment

High Pay Scheme for Business Development in the Investment and Insurance field!

If you're keen on getting a $6,000 - $9,000 range pay per month,

and you do not mind selling Investments and Insurance,

This could be the job for you!

Flexible Schedule, work at your own pace.

Leads will be provided.

Bonuses are paid every 3 months.

Free company overseas trips.

Training Provided

LIONBROKERS PTE. LTD. | EA License No. 22S1273

EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193

One of my clients who is a boutique Indian bank based in Raffles Place is looking to hire Relationship Manager within their corporate banking group.

Responsibilities:

• Reaching out to prospective customers in MNC segment, Private Equity, Venture Capital, Funds, FDI/ FPI segment which have presence in ASEAN regions and with strong business linkages to India.
• Originating and onboarding (with complete KYC) new corporate customers and developing and maintaining good relationships with the customers.
• Understanding customer requirements and providing banking solutions including but not limited to investments flow, trade flows and other transactional banking requirements
• Preparing credit proposal, coordinating with Risk department for approvals and undertaking credit monitoring & asset reviews of the portfolio
• Maintaining existing relationships with corporate clients
• Meeting business numbers across products and business verticals
• Executing transactions in a timely and efficient manner in line with customer expectations
• Maintaining credit files and ensuring safe custody of all documents
• Manage a team of Relationship Manager(s) and/ or Customer Service Manager(s) if required and as deemed fit by the management
• Prepare data, MIS, presentations as required by the management
• Any other relevant task assigned by the Reporting Manager

Job requirements:

• Strong understanding and acumen of corporate banking business with 4+ years of relevant banking experience in relationship management.
• Understanding of Indian banking landscape, regulations and macroenvironment.
• Understanding of financial statements to prepare credit proposals.

if interested then please send in your CVs to [email protected]

[Job ID: 824045]

Responsibilities:

• Review and interpret client data (e.g., vehicle details, driving history, coverage preferences) to generate appropriate quotes.
• Communicate with clients, agents, or brokers to gather necessary information for preparing insurance quotes.
• Prepare quotation documents, ensuring all relevant information is included and accurate.
• Coordinate with the underwriting department to confirm that proposed quotes comply with underwriting guidelines and risk assessments.
• Respond promptly to Salesforce leads and inquiries.
• Prepare documentation related to completed transactions.
• Address insurance-related queries from customers and partners.
• Participate in projects aimed at enhancing the quotation process through digitalization.
• Generate accurate motor insurance quotations for individuals and businesses based on customer information and requirements.
  Utilize pricing tools, systems, and software to calculate insurance premiums and terms.
• Explain policy terms, coverage options, and pricing to clients, addressing any questions or concerns.

Requirements:

• A minimum of 2 years of relevant experience in a General Insurance environment.
• Hold at least 2 certificates (BCP, PGI, ComGI).
• Minimum Diploma in Business Administration or equivalent qualification.
• Proficient in MS Office and CRM software (Salesforce).
• Knowledge of the motor insurance market is a plus.
• Experience in underwriting, claims, quotations, or insurance customer service is highly desirable.

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

High Pay Scheme for Business Development in the Investment and Insurance field!

If you're keen on getting a $6,000 - $9,000 range pay per month,

and you do not mind selling Investments and Insurance,

This could be the job for you!

Flexible Schedule, work at your own pace.

Leads will be provided.

Bonuses are paid every 3 months.

Free company overseas trips.

Training Provided

LIONBROKERS PTE. LTD. | EA License No. 22S1273
EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193

High Pay Scheme for Business Development in the Investment and Insurance field!

If you're keen on getting a $6,000 - $9,000 range pay per month,

and you do not mind selling Investments and Insurance,

This could be the job for you!

Flexible Schedule, work at your own pace.

Leads will be provided.

Bonuses are paid every 3 months.

Free company overseas trips.

Training Provided

LIONBROKERS PTE. LTD. | EA License No. 22S1273
EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193

Broking Executive Assistant

• Mon - Fri 9 am - 5.45 pm
• Working Location: Robinson Rd
• Salary: $2500 - $3000

Job Requirements:

• Certificate in General Insurance and Health Insurance.
• At least 1 year experience in Insurance Industry.
• Proficient in Microsoft Office

Job Description:

• Ownership of the Growth, Retention and Profitability of portfolio assigned
• Responsible for preparing & negotiating quotes for all business lines (new business and renewals)
• Handle General Insurance enquiries from clients or business partners on policy matters
• Understand the client's insurance needs and provide proper advice
• Follow up with existing clients for policy renewals
• Handle general administrative and ensure proper documentation, records and filing
• Check of policy contracts, endorsements, invoices to ensure accuracy.
• Ensure all activities are in compliance with regulations and internal procedures
• Build and maintain strong relationship with insurance providers and clients
• Undertake any ad hoc duties / tasks that may be assigned.

Chin Wai Loon Reg No: R24121618

The Supreme Hr Advisory Pte Ltd EA No: 14C7279

Reports to: Head of Internal Audit

Responsibilities

• Ensuring delivery of audit and assurance services for stakeholders, in line with the agreed standards
• Conducting independent audits wherever required
• Managing relationships with internal stakeholders and auditees to ensure smooth conduct of audit engagements
• Developing cordial relationships with external parties including external auditors and regulatory authorities, as necessary
• Timely and quality completion of audits and their stages
• Supporting Audit Committee processes
• Ensuring that Internal Audit adheres to applicable auditing standards and is compliant with the relevant laws and regulations
• Achievement of Audit KPIs on timeliness, quality, and CPE
• Using technology for increasing the efficiency of audit processes
• Contributing to the enhancement of system capabilities
• Collaborating with the auditee/HODs for smooth conduct of audits and identification of practical and viable remedial actions
• Supporting and enabling the maintenance of an effective control environment within the department

Requirements

• Qualified Chartered Accountant
• Post qualification internal/external audit work experience of at least 5 years with a minimum of 2 years in auditing general insurance companies
• Insurance qualification will be an advantage
• Awareness of insurance regulatory environment in Singapore
• Awareness of the principles of risk management
• Familiarity with control desing and control operation
• Analytical thinking
• Excellent organization and planning skills
• Relationship management
• Good written and oral communication
• Teamwork

High Pay Scheme for Business Development in the Investment and Insurance field!

If you're keen on getting a $6,000 - $9,000 range pay per month,

and you do not mind selling Investments and Insurance,

This could be the job for you!

Flexible Schedule, work at your own pace.

Leads will be provided.

Bonuses are paid every 3 months.

Free company overseas trips.

Training Provided

LIONBROKERS PTE. LTD. | EA License No. 22S1273
EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193

Our Client:

Our client is one of the top Insurance companies in Japan. They are currently looking for a Sales Executive (Japan Market) to join their Singapore Office. Proficiency in Japanese language is essential to effectively communicate with Japanese Native Stakeholders and Customers.

The Responsibilities:

• Customer Support Servicing of new & existing Japanese Clients, both corporate and individual
• To prepare & process Quotation, issuing renewal notice
• To ensure regular visits to corporate client’s premises at least once a year or more as to make sure client’s demand/need as well as to enhance relationship with clients
• To quote any risks following underwriting decision
• To review all renewal policies & to recommend new cover (if any) and to improve cover if necessary
• To review coverage and rates for unfavourable loss ratio clients, and to take necessary measures together with Claim Division timely when needed
• To follow-up all renewals to ensure policies are being renewed
• To co-ordinate with internal divisions on documents, claims and other matters
• To attend to all client’s enquiry & complaints
• To assist in premium collection within 60days premium warranty period
• To prepare reports for marketing committee meeting
• To ensure that all documentations comply with the COP standards
• Any other marketing duties assigned when needed
• To support Japanese Expats requests which are related to using Japanese language (including communication between Japan HQ) when needed

The Requirements:

• At least 3 years of experience in the Insurance sector
• Proficiency in Japanese language is essential to effectively communicate with Japanese Native Stakeholders and Customers
• Equipped with the following certificates: BCP, Com GI, PGI and HI
• Able to work independently and as a team
• Meticulous and attention to details

RGF Privacy Policy – https://www.singapore.rgf-professional.com/privacy-policy

Disclaimer: The Company complies with the Tripartite Guidelines on Fair Employment Practices (TGFEP), including the prevailing guidelines on recruitment. All qualified applicants will be considered for the position regardless of their age, race, religion, nationality, marital status, or family responsibilities. A more detailed discussion of the TGFEP is available on the Tripartite Alliance for Fair and Progressive Employment Practices (TAFEP) website at https://www.tal.sg/tafep.

JO Reference: 114521

High Pay Scheme for Business Development in the Investment and Insurance field!

If you're keen on getting a $6,000 - $9,000 range pay per month,

and you do not mind selling Investments and Insurance,

This could be the job for you!

Flexible Schedule, work at your own pace.

Leads will be provided.

Bonuses are paid every 3 months.

Free company overseas trips.

Training Provided

LIONBROKERS PTE. LTD. | EA License No. 22S1273
EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193

High Pay Scheme for Business Development in the Investment and Insurance field!

If you're keen on getting a $6,000 - $9,000 range pay per month,

and you do not mind selling Investments and Insurance,

This could be the job for you!

Flexible Schedule, work at your own pace.

Leads will be provided.

Bonuses are paid every 3 months.

Free company overseas trips.

Training Provided

LIONBROKERS PTE. LTD. | EA License No. 22S1273

EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193

The client is a top insurer within the financial services industry.

Key responsibility

• Work with the agency team to increase new business opportunities to drive agency portfolio growth across the firm's business lines.
• Develop communication strategies and programs to deepen relationships with agency partners.
• Develop and execute business development strategy
• Drive agency recruitment activities
• Engage with agents regularly to understand their client's insurance needs
• Collaborate with internal departments to ensure smooth workflow
• Participate in new product launches and campaigns
• Prepare business reporting documents for management engagements

Skills and Requirements

• Minimum degree required
• Minimum 5 years of experience in financial services
• BCP, ComGI & PGI certification is a plus
• 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)

Job Description:

• Support all finance system implementations
• Co-ordinate with business units on the set-up of financial systems for all business developments
• Support integration of newly set up entities/acquired entities to ensure accurate financial reporting
• Support process changes initiatives
• Contribute to ad-hoc projects, and continually automate/streamline processes to improve the efficiency of various finance processes
• Support governance, processes, and controls in operations for the local Singapore entities and joint ventures.
• Manage, oversee and review the monthly financial reporting in all overseas subsidiaries and related companies to ensure accuracy, completeness and timeliness of data reported
• Support annual budgeting and annual financial audit in all overseas subsidiaries and related companies and to ensure accuracy, completeness and timeliness of data reported.
• Any other duties and projects as assigned from time to time.

Requirements:

• Preferably with at least 5 years of working experience in relevant position
• Minimum Bachelor or equivalent
• Be proficient with MS Office software applications (Excel, Word, PowerPoint)
• Meticulous attention to details with strong interpersonal and communication skills
• Pleasant personality and able to adapt to work with multinational working environment.
• Strong organization skills with the ability to multi-task and prioritize with minimum supervision.
• Able to work on own initiative and under stressful conditions.

Corporate Finance Analyst (Banking & Treasury)

• Industry: Automotive

• Gross Salary: Up to $4500 (Depending on experience)

• Working days & hours: 8.30am – 5.30pm; Hybrid Work upon confirmation

• Location: Tuas Crescent (Transport provided at Tuas Crescent MRT)

Job Responsibilities:

• Prepare monthly consolidated cashflow reports for group-level risk assessment.

• Monitor bank service fees and address any quality issues promptly.

• Build and maintain strong relationships with banking partners.

• Review and manage banking facilities to ensure competitive rates and meet new requirements.

• Handle trade finance and hire purchase (HP) submissions.

• Manage shipping documents and resolve discrepancies.

• Oversee opening and closing of bank accounts, update signatories, and manage bank tokens.

• Prepare and coordinate board resolutions and meeting minutes for finance-related matters.

• Manage FX hedging and borrowing rates to optimize costs.

• Ensure sufficient banking facilities to support business expansion needs.

• Collate and analyze P&L and balance sheet data to monitor compliance with bank covenants.

• Prepare and submit monthly treasury reports to the GM of Finance.

• Perform other tasks and projects as assigned by the supervisor.

Job Requirements:

• Min. bachelor’s degree in finance, Business, or Accounting.

• 2-3 years of experience in treasury, with a focus on cash management and hedging.

• Hands-on experience in foreign exchange (FX) trades.

• Strong analytical skills and attention to detail.

• Proficient in quantitative analysis, basic financial modeling, and advanced Microsoft Excel.

• Self-motivated and adaptable individual who thrives in fast-paced environments.

• Solid understanding of investment portfolio strategies, banking operations, and financial instruments

Interested applicants please send your resume to [email protected]

We regret to inform you that only shortlisted candidates will be contacted by our consultants.

Align Recruitment Pte Ltd (20C0253)

Rei Lai Yu Wen (R2199207)

- 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

Location: Island wide

Basic Salary up to $4500

Job Summary:

Our client is one of the leader in banking industry, they have a need to hire multiple Wealth Manager to address client needs and provide solutions to wealth management. Newly graduates or candidates with no experience are welcome, training and guidance will also be provided.

Job Description:

• Provide financial advice to clients through offering wealth management solutions, such as insurance, structured deposits, loans and unit trusts
• Play an active part in planning campaigns across the bank or within the branch
• Develop and strengthen long-term relationships with clients

Requirements:

We want driven, service-oriented individuals like you with:

• A diploma in any discipline
• A passion for banking and wealth management

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

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 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.

Responsibilities:

1. Portfolio Analysis:

- Conduct in-depth analysis of investment portfolios, assessing performance metrics and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. Market Research:

- Stay abreast of financial market trends, economic indicators, and industry developments.

- Analyze market data to provide insights into investment strategies and potential risks.

3. Client Interaction:

- Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.

- Provide regular updates on portfolio performance and recommend adjustments based on client objectives.

4. Asset Allocation:

- Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.

- Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.

5. Due Diligence:

- Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.

- Prepare comprehensive reports outlining investment recommendations and associated risks.

6. Regulatory Compliance:

- Ensure compliance with relevant financial regulations and internal policies.

- Stay informed about changes in regulatory requirements and industry best practices.

7. Performance Reporting:

- Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.

- Analyze performance metrics and make recommendations for optimizing portfolio performance.

8. Relationship Management:

- Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.

- Collaborate with internal teams, including financial advisors and risk management, to enhance client satisfaction.

9. Technology Utilization:

- Leverage financial software and tools for data analysis, risk assessment, and portfolio management.

- Stay current on advancements in financial technology to enhance operational efficiency.

10. Continual Learning:

- Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.

- Pursue relevant certifications to enhance knowledge and credibility in the field.

Qualifications:

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

Responsibilities:

1. 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.