This role is part of the Commercial Banking team at a leading local bank, which is looking to expand its relationship manager portfolio, with a focus on the F&B segment. (middle - large SME focus)

This position is ideal for individuals currently in commercial banking seeking a move.

About the Job:

• Manage and acquire a portfolio of medium and large SMEs within the F&B industry, providing tailored trade solutions.
• Maximize revenue growth from customers, including up-tiering opportunities.
• Hone your credit skills and ability to build strong customer relationships.
• Prepare credit propositions for approval and ensure smooth implementation, disbursement, and utilization of lines.
• Ensure timely completion of credit reviews.

Requirements:

• A strong team player who is driven, proactive, and maintains a positive attitude.
• At least 5 years of experience in relationship management and credit - in a commercial banking/middle market set up.
• Excellent communication skills.
• Results-oriented with a strong focus on customer satisfaction.

IT Project Manager

Job Requirement:

• 5+ years of experience in Project management, to ensure delivery of key initiatives on time and budget.
• Engaging with stakeholders across business and technology to ensure alignment on key deliverables and timelines.
• Providing regular updates and following up on action items.
• Financial management, ensuing project financials are up to date and correct and captured in a timely manner.
• business project management skills and prior experience with financial products.

Thanks, and Best Regards

Karanam Vijaya Kiran

(EA Registration no: R1443178)

Recruitment Manager

Hand Phone: +65 92333815

Helius Technologies Pte Ltd (EA Licence No: 11C3373)

Job Description:

- Collaborate with cross-functional teams to understand requirements and functionality of the loan onboarding system.

- Design and develop UAT test plans, cases, and scripts to validate system features and integration with existing financial systems.

- Execute test cases, document results, and work with the development team to resolve any issues.

- Simulate customer scenarios and validate all business processes to ensure the system is user-friendly and aligns with bank’s expectations.

- Testing of new concepts and workflows, comparing them to current practices and provide feedback on usability.

- Analysis of UAT test cases, translating identified defects into actionable items and collaborate with IT, Programme Management, and other teams to resolve noted defects.

- Manage the defect tracking process and validate fixes, ensuring timely and effective resolution via active logging, managing and following-up with stakeholders (end users & IT).

- Document all test cases, results, and analysis and lead daily updates & status reports on UAT progress during all testing phases.

- Participate in sprint ceremonies with users and IT.

- Support users & IT to provide clarifications to queries during testing and execution phases.

- Assist in training and supporting end-users during the roll-out phase.

- Maintain updated knowledge of industry trends and advancements in loan processing software.

Qualifications:

- Minimally BA/BS degree or equivalent work experience in related industry.

- Should have minimum of 2 years of experience as Manual tester preferably from Banking industry.

- Experience in participating in requirements definition.

- Preferable familiar with JIRA and confluence tools for issues management, tracking and loading of test cases.

- Strong analytical skills to actively assess impacts to workflows & end-users.

- Demonstrate strong leadership skills and be independent to lead discussions with users & IT.

- Meticulous and organized in nature, to optimize documentation of test results.

- Candidates should demonstrate strong ability to work in team settings.

- Adaptable to changes to accommodate the fast-paced environment.

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.

Key Responsibilities:

• Audit Planning & Execution: Assist in the development of the annual audit plan.
  Conduct financial, operational, and compliance audits across various business units.
  Identify key risks, internal controls, and test their effectiveness.
  
• Risk Management: Assess the adequacy of risk management processes and internal controls in place.
  Report potential risks and provide recommendations to mitigate those risks.
  
• Compliance Reviews: Ensure compliance with established internal policies, procedures, and external regulations.
  Stay updated on changes in laws and regulations impacting the company.
  
• Reporting: Document findings clearly and concisely in audit reports.
  Present audit results and action plans to senior management and relevant stakeholders.
  
• Process Improvements: Recommend improvements to business processes and internal controls based on audit results. Collaborate with departments to implement corrective actions and enhance operational efficiency.
  
• Data Analysis: Perform detailed data analysis to identify trends, anomalies, or discrepancies that could indicate risk or inefficiencies.
  
• Follow-Up: Follow up on previous audit recommendations to ensure they have been implemented effectively.
  

Requirements:

• Bachelor’s degree in Accounting, Finance, or a related field.
• Professional certification (e.g., CIA, CPA, ACCA) is a plus.
• Minimum 3 years of experience in internal auditing, accounting, or a similar role.
• Strong knowledge of audit standards, internal controls, risk management, and regulatory requirements.
• Proficiency in audit software and financial systems.
• Excellent analytical and problem-solving skills.
• Strong written and verbal communication skills, with the ability to present complex findings clearly.
• High attention to detail and organizational skills.
• Ability to work independently and manage multiple tasks efficiently.

EA Personnel Name: Izz Lokman
EA Personnel No: R24124828
EA License No: 05C3451

*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. *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.

Job Responsibilties & Duties

• Lead and prepare all billings, credit assessments, aging, collections and reconciliations for the effective and efficient management of Accounts Receivables for SP Group
• Actively monitor and manage overdue AR accounts, implementing effective credit control strategies to minimize risk and maintain client relationships.
• Be involved in debt recovery for overdue client accounts and liaising with internal departments to resolve outstanding invoices and payment discrepancies.
• Lead and record all supplier invoices, aging, payments and reconciliations for the effective and efficient management of Accounts Payable for SP Group.
• Monitor and manage SP Group’s cash flows, on Group and Companies’ level, to ensure efficient and effective cash transactions
• Lead, develop and maintain cash flow forecasts, identifying funding needs and expected inflows.
• Ensure compliance with local financial regulations and tax requirements,
• Create, test and review functional requirements and refine financial operating systems, where necessary
• Building and maintaining relationships with internal stakeholders, external partners, and financial institutions to support SP Group's financial objectives.
• Actively participate in the Kaizen initiatives for Fin Ops team
• Assist team lead in managing the Fin Ops Team to ensure smooth flow and timeliness of financial operations
• Any other ad hoc duties as assigned

Job scope

• Perform daily and month end checks on data in Risk Data including updates of reconciliation reports.
• Follow-up and resolve reconciliation breaks.
• Facilitate requirements workshops to engage the various stakeholders such as risk reporting and engines users as well as front office users to elicit and validate business requirements.
• Lead and manage issues, and ensure all requirements have proper traceability.
• Leverage the subject matter experts across technology and business in delivery of structured and well-thought through solutions.
• Become an effective “bridge” between users and technology.
• Participate in Risk Data Production tools and capabilities improvement enhancement.
• Respond promptly to issues raised, through good understanding of business, operational and technical considerations, and recommend sound solutions.

Job requirement

• Bachelor’s degree in IT, Computer Science or any equivalent
• At least 3 years of experience in Business Analyst role.
• Good to have experience working in banking or financial industry
• Well versed in MS Office: Word, Project, Excel, Visio, and PowerPoint.
• Excellent interpersonal skills with the ability to liaise with senior stakeholders.
• Excellent written and oral communications to explain and collaborate on requirements
• Good team player with excellent interpersonal skills.

Thank you for your interest!

We respect your privacy and all communication will be treated with confidentiality. If you wish to know more about this position or explore other roles, please prepare your updated profile and get in touch with our consultant at [email protected]

Cristina Malabuyoc Malijan EA License No. 02C3423 Personnel Registration No. R1111547

Please note that your response to this advertisement and communications with us pursuant to this advertisement will constitute informed consent to the collection, use and/or disclosure of personal data by ManpowerGroup Singapore for the purpose of carrying out its business, in compliance with the relevant provisions of the Personal Data Protection Act 2012. To learn more about ManpowerGroup's Global Privacy Policy, please visit https://www.manpower.com.sg/privacy-policy

*Responsibilities:*

1. *Portfolio Analysis:*

- Conduct in-depth analysis of investment portfolios and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. *Market Research:*

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

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

3. *Client Interaction:*

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

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

4. *Asset Allocation:*

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

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

5. *Due Diligence:*

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

6. *Regulatory Compliance:*

- Ensure compliance with relevant financial regulations and internal policies.

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

7. *Performance Reporting:*

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

- Make recommendations for optimizing portfolio performance.

8. *Relationship Management:*

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

9. *Technology Utilization:

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

10. *Continual Learning:*

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

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

*Qualifications:*

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

RESPONSIBILITIES

• Responsible for the day-to-day beneficiary marketing program to capture additional export-LC revenue, increase document capture rate, and drive increased volume of FI programs. This includes getting access to systems and reports to help with information gathering.
• Work closely with Sales in origination country and other regions to maximize the capture of such flows.
• Work closely with Product Management, Operations, Asset distribution and other relevant stakeholders to refine, and improve product offering.
• Leverage competitive insight, market knowledge, and established network to enhance results.
• Provide administrative support, tracking, and reporting as required.
• Ensure compliance with all AML, KYC, and all other Compliance requirements.
• Build relationships with key internal stakeholders, including Product Management, Trade Operations, Trade Sales, Trade distribution, Compliance, Credit and Legal.

Skillset:

• In depth understanding of export LC trade solutions, and how it links with end to end working capital requirements for clients.
• Good client networking and negotiation skills.
• Sound understanding of FI credit.

Continuously improve the way we work

• To undertake and manage RFP and deal processes for the specific client base, to ensure optimal solution provided and presented to the customer; working with sales, product management and operations to deliver the desired results. To ensure smooth deal implementation and adherence to high levels of service quality.
• To provide feedback to Product Management on customer needs, trends and market intelligence, and to provide direction on proposed project programme initiatives to central product management teams. To keep abreast of customers’ needs, trends and product / market intelligence for new product developments/ enhancements, strengthening SCB’s competitive position in this field.
• Conduct Market events/client events to share best practices standards and raise SCB visibility.

Reinforce the brand

• To understand customers’ businesses and to anticipate the requirements through consultative selling process. To match customers’ needs with product capabilities through presentation of tailored demonstrations and proposals. To negotiate terms and conditions with customers to maximise revenue and profitability.

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Our Ideal Candidate

• Degree/Diploma degree
• 7 years of experience in Trade and Cash Transaction Banking
• Business proficiency in Mandarin as the role covers portfolio of clients from Greater China
• Stakeholder Management skills including C-suite
• Strong communication skills
• Negotiation skills

Role Specific Technical Competencies

• Trade Finance
• Cash Management
• Client Negotiation
• Client Networking

Key Stakeholders

Internal

• Unit Head / Global Account Managers and Relationship Managers for the client relationships within coverage
• Cash Management and Trade Product Management
• TBSM
• FCC

External

• Customers and prospects within client portfolio

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment Assessments

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers

about the job

• Growing the wealth of high net-worth individuals and providing professional services for their banking needs; including insurance and investment across the following markets ((North Asia, Malaysia, Indonesia, ROW, India market etc.)

about the manager/team

Working alongside a competent team, you will have to opportunity to grow in the banking space.

skills and experience required
A degree is minimally required with 3 years of experience in the Banking & Finance Industry. Importantly, you should come with good track record in sales/current portfolio of clients.

To apply online please use the apply function

(EA: 94C3609/ R21103354)

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

• Responsible for Financial Reporting and Management Reporting
• Prepare and analyze financial statements, audit schedules, and sustainability reports, ensuring compliance and timeliness.
• Compile and submit MAS reports, tax filings, and other regulatory surveys accurately.
• Assist in preparing detailed management reports, including cost of funds and variance analysis.
• Support the budgeting process and contribute to financial planning and analysis efforts.
• Perform daily liquidity management tasks, optimizing returns on surplus funds.
• Identify and implement process improvements in financial reporting and operational procedures.
• Collaborate with finance functions to enhance financial policies, internal controls, and systems.
• Provide support for strategic projects and liaise with senior management on Board-related matters.

Requirements:

• Possess at least a Degree in Business, Banking, Finance, or a related field.
• At least 2 years of relevant working experience in a Bank or Financial Institution
• Good team player and able to work independently.
• Good time management skills and able to meet deadlines.

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified.

Email resume to [email protected]

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724

http://www.peopleprofilers.com
EA License Number: 02C4944
Registration Number: R1872398

Posting Personnel: Ng Jwee Ken

Ref: L4W584VV

*Responsibilities:*

1. *Portfolio Analysis:*

- Conduct in-depth analysis of investment portfolios and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. *Market Research:*

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

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

3. *Client Interaction:*

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

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

4. *Asset Allocation:*

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

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

5. *Due Diligence:*

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

6. *Regulatory Compliance:*

- Ensure compliance with relevant financial regulations and internal policies.

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

7. *Performance Reporting:*

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

- Make recommendations for optimizing portfolio performance.

8. *Relationship Management:*

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

9. *Technology Utilization:

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

10. *Continual Learning:*

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

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

*Qualifications:*

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

Responsibilities:

1. 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.

• At least 5 years of working experience in IT systems / projects and involved in user requirement analysis, system analysis and system design including document preparation (such as functional specification, data mapping specification, etc.)
• Good knowledge of basic banking products such as loans, fixed deposit, current and saving account, credit cards and general ledger.
• Proficient in Microsoft Office applications e.g. MS Word, MS Excel, MS Power Point
• Experience in data integration and transformation
• Experience in banking IT projects, banking regulatory reporting / internal management reporting or finance data warehouse
• Basic skills in SQL
• At least 3 years experience in eliciting requirements and testing
• At least 3 years experience in analyzing data to draw business-relevant conclusions
• Familiarity with ETL process, Informatica and/or PL/SQL is advantageous

Responsibilities:

• Handle account reviews, KYC, and document management.
• Coordinate billing, payments, and MIS reporting.
• Track SLAs and respond to account-related inquiries.
• Perform administrative tasks and upload documents to the system.

Requirements:

• Diploma or higher.
• 2+ years of experience in a similar role.
• Good communication and interpersonal skills.
• Strong organizational and multitasking abilities.

• Opportunity to work on commercial and corporate banking transactions.
• Hybrid work arrangement.
• Diversified industries.

You will be responsible for preparing credit applications which includes credit evaluation of corporates. You will be responsible for both new applications and credit renewals.

At least 4 years of 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

We are looking for a self-driven and experienced Finance Manager or Senior Finance Manager for one of our shipping clients. This role oversees the financial operations of the company and its subsidiaries, managing reporting, compliance, cash flow, and audits. It ensures the preparation of accurate financial statements, supports banking and credit processes, and provides analysis for senior management. The ideal candidate should hold ACCA or CA certifications and have at least 5 years of relevant experience.

Key Responsibilities:

• Manage the financial operations of the organization and its regional entities.
• Lead and oversee a team of accountants.
• Ensure the timely and accurate preparation of management accounts and financial reports.
• Oversee balance sheet reconciliations, ensuring they are completed and reviewed within deadlines.
• Prepare annual financial statements for designated entities.
• Act as the main liaison for statutory and internal audits.
• Ensure compliance with applicable regulatory requirements.
• Monitor and manage cash flow to facilitate timely payments.
• Oversee submissions for credit lines and financing facilities.
• Collaborate with internal stakeholders, including Treasury, and maintain banking relationships.
• Provide support to relevant teams, including operations, credit, and legal.
• Conduct performance evaluations and offer constructive feedback to team members.
• Develop ad-hoc analyses and reports for leadership as required.
• Undertake additional responsibilities as assigned.

Qualifications:

• A bachelor’s degree in Finance, Accountancy, Business Administration, Economics, or a related discipline; advanced qualifications such as ACCA or CA are highly desirable.
• 5-7 years of relevant professional experience.
• Familiarity with Microsoft Dynamics is a plus.
• Demonstrated expertise in financial planning, budgeting, forecasting, and reporting.
• Strong leadership skills with the ability to effectively manage and mentor a finance team.

To apply, please send your CV to [email protected] .

We regret that only shortlisted candidates will be notified. Thank you for your understanding!

Mon to Fri: 9:30am to 6:30pm

Job Responsibility:

• Coordinating and supporting the sales team in achieving their sales targets for insurance policies and products.

• Assist the sales team in preparing and processing insurance policies, quotes, and applications.

• Responding to inquiries about insurance coverage, policy details, claims, and related issues.

• Preparing and maintaining accurate sales reports, records, and customer databases in compliance with relevant regulations and company policies.

• Communicate effectively with team to gather required information, answer inquiries, and provide exceptional customer service.

• Provide administrative support to the sales team by managing paperwork, filing, and documentation.

• Collaborating with other Insurer departments, such as underwriting, claims, and

• marketing, to ensure a seamless and effective customer experience.

• Attending and participating in sales meetings, training sessions, and industry events to stay up-to-date on product and industry knowledge.

• Maintaining knowledge of insurance products, industry regulations, and market trends to effectively promote them to customers and agents.

• Perform basic office management tasks such as replenishment of stationaries, printers etc.

• Any other adhoc administrative duties and responsibilities as assigned by supervisor

Job Requirement:

• Min GCE ‘N’ or ‘O’ level

• Candidate must possess strong positive energy, determined and have a passion to pursue quality and success. The candidate should also be driven, self-motivated, willing to learn and can excel with minimal supervision.

• Good with Microsoft Office Suites such as Outlook, Words, Excel, PowerPoint etc.

• Candidate must have a good appreciate of Privacy.

• Training and support provided.

• Bilingual in English and Mandarin to liaise with Chinese speaking counterparts

About the job

• Identify opportunities to promote banking products across existing and new customers
• Conduct financial needs analysis to understand customers' financial goals and offer wealth management solutions such as insurance, structured deposits, loans and investment products
• Ensure compliance to service standards and provide excellent customer service and banking experience
• Regularly send customers information relating to market movements and trend analysis on the financial products that they have purchased and present new and suitable opportunities to customers
• Engage in networking and marketing campaigns to increase customer base
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

Skills and experience required

• Minimum Diploma required
• Good effective communication skills
• Analytical and logical thinking

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 License No: 11C5502 | EAP Registration No: R2199597

Job Description

Reporting to PB Management, lead the PB Client Relationship team with the following key responsibilities:
1. Develop customer base, enhance PB products and services to meet the department designated business plan; adhering to the Bank and PB policies and procedures.
2. Maintain client business relationships.
3. Supervise the Relationship Managers to meet their respective KPI.
4. Review and/or approve the ongoing exception transactional requests, customer due diligence and documentation submitted by the Relationship Managers.
5. Manage the staff resources and staff training to ensure the continuity of business activities and customer service.
6. Deliver task assigned by reporting manager.

Requirements

1.Academic Qualification: Bachelor or above
2.Professional Qualification: CACS P1 & P2
3.Years of Relevant Experience: At least 5 years in Private Banking
4.Personal Skills: Strong in analysis, coordination and communication

Join us as a Singapore apprentice and embark on a journey with our one-year apprenticeship programme in the dynamic banking and financial industry. The Apprenticeship Track is under the Polytechnic Talent for Finance Scheme which aims to provide polytechnic graduates an alternative pathway to take on university graduate-equivalent roles through rotations, training and mentorship. If you’re a motivated individual with a passion for finance and a drive to learn, this programme is the gateway to an exciting career in banking.

What you will experience:

• Rotations: Gain hands-on experience and develop expertise in Private Banking
• Real-World Learning: Work on projects, collaborate with seasoned professionals, and make a meaningful impact from day one.
• Mentorship & Training: Benefit from dedicated mentorship by industry leaders and participate in training sessions to build technical and soft skills
• Networking Opportunities: Connect with peers, professionals, and leaders across the organization to expand your professional network.

Programme period: June 2025 – May 2026

What we are looking for:

• Diploma students with anticipated graduation date in May 2025 or Diploma graduates with no more than 2 years work experience at start of programme
• Detail oriented with the ability to multi-task
• Able to prioritise work assignments
• Able to communicate effectively with internal staff and counterparts
• Good time management and strong follow-through skills
• Has and will continue to have the right to work in Singapore

Ready to apply?

Visit search.jobs.barclays to learn more about our opportunities and apply.

Purpose of the role

To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.

Accountabilities

• Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.
• Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.
• Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.
• Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.
• Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
• Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.
• Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.
• Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness.

Analyst Expectations

• To meet the needs of stakeholders/ customers through operational excellence and customer service
• Perform prescribed activities in a timely manner and to a high standard
• No people leadership roles at this grade.
• Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of team members.
• Identify escalation of policy breaches as required.
• Take responsibility for customer service and operational execution tasks.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Gain and maintain an understanding of own role, how the team integrates to achieve overall objectives, alongside knowledge of the work of other teams within the function.
• Work within well-defined procedures that may involve a variety of work routines.
• Demonstrate an understanding of the procedures.
• Evaluate and select the appropriate alternatives from defined options.
• Make judgements based on the analysis of factual information.
• Build relationships with stakeholders and customers to identify and address their needs, in support of a smooth operating process, handling sensitive issues as required.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Responsibilities

• Responsible for Financial Reporting and Management Reporting
• Prepare and analyze financial statements, audit schedules, and sustainability reports, ensuring compliance and timeliness.
• Compile and submit MAS reports, tax filings, and other regulatory surveys accurately.
• Assist in preparing detailed management reports, including cost of funds and variance analysis.
• Support the budgeting process and contribute to financial planning and analysis efforts.
• Perform daily liquidity management tasks, optimizing returns on surplus funds.
• Identify and implement process improvements in financial reporting and operational procedures.
• Collaborate with finance functions to enhance financial policies, internal controls, and systems.
• Provide support for strategic projects and liaise with senior management on Board-related matters.

Requirements:

• Possess at least a Degree in Business, Banking, Finance, or a related field.
• At least 2 years of relevant working experience in a Bank or Financial Institution
• Good team player and able to work independently.
• Good time management skills and able to meet deadlines.

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified.

Email resume to [email protected]

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724

http://www.peopleprofilers.com
EA License Number: 02C4944
Registration Number: R1872398

Posting Personnel: Ng Jwee Ken

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