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. *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. 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.

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

• Provide expert investment advice and tailored solutions to clients to achieve their financial goals.
• Identify new business opportunities and grow the client base through strategic outreach and collaboration with relationship managers.
• Cross-sell investment and insurance products to existing clients to enhance their financial portfolios.
• Organize and participate in marketing events, sales activities, and joint client appointments to drive business results.
• Build and maintain strong client relationships by understanding their financial needs, risk profiles, and investment objectives.
• Monitor financial markets, analyze trends, and provide personalized investment recommendations.
• Stay updated on economic developments and regulatory changes impacting investment strategies.
• Ensure compliance with regulatory standards and maintain accurate client records and documentation.

Requirements

• Bachelor’s degree in Banking, Business Administration, Economics, or a related discipline.
• 2-5 years of experience in retail banking, investment advisory, or insurance products.
• Strong track record of achieving sales targets and delivering excellent client service.
• In-depth knowledge of investment products, financial markets, and regulatory guidelines.

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

Role: Automation Tester (Banking / 6 month contract)

Key Accountabilities:

• Design, develop, execute, and maintain test scenarios and detailed end-to-end test cases for the assigned projects relating to the digital platform’s user acceptance testing.
• Able to write test cases in JBehave for agile projects.
• Expert in using testing tools such as JIRA, Confluence, etc., to execute and maintain project status.
• Knowledge of web and mobile application testing in the banking domain, with good time management and keen eye for details to ensure quality and timely output.
• Detect, report, and track defects in the application tools and with various stakeholders to ensure proper closure of issues.
• Analyse BDD/User stories from the PO, review, and come up with high-level test scenarios to meet user requirements.
• Execute the assigned manual or automation testing, log defects, and follow up on defects to ensure timely closure. Generate reports of testing, prepare training slides for touchpoints, and required update to delivery.
• Expected to be an expert in the banking domain and able to write test plan and testing summary documents. To write and execute end-to-end test scenarios with detailed steps as per requirements either via manual or automation testing.
• Actively participate and collaborate in project meetings and discussions, keen attention to details and time management to ensure quality and timely output of the project assigned.
• Develop maintainable automated checks in collaboration with our development teams.
• Collaborate with all stakeholders proactively to complete the job assigned from clarification to issue closure.
• Good with documentation as constant updates to project changes will need to be updated timely.

Required Experience:

• At least 2 years of working experience(s) preferably in Web and Mobile Banking solutions, excellent technical programming skills with familiarity with the various programming languages.
• Strong knowledge of Appium, Selenium, JUNIT.
• Strong coding knowledge in Java, Objective-C, JavaScript, or similar.
• Good experience in developing complex SQL queries.
• Knowledge of SOAP UI and web service testing is a plus.
• Knowledge of basic UNIX Commands and the ability to work with the Linux flavor.
• GIT commands and their usage.
• Experience with at least one of the following technologies: Cucumber, Appium, Selenium, XCode UI Automation, Espresso, (mobile testing tools and frameworks).
• Experience with basic UNIX commands and working knowledge of LINUX flavor.
• Hands-on experience with tools like SOAP UI, REST API.
• Possess working knowledge of Bitbucket etc. (Anything apart from Bitbucket is good to have).
• Keen focus on quality output in software development in the user acceptance stage.

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.

Key Responsibilities:

• Client Relationship Management:Build and maintain long-term relationships with high-net-worth individuals (HNWIs), corporate clients, or retail banking clients (depending on role focus).
  Act as the primary contact for clients, providing them with tailored banking solutions and products to meet their financial needs.
  Proactively identify new business opportunities and grow the client portfolio through referrals, networking, and cross-selling of bank products.
  
• Financial Advisory & Product Offering:Provide clients with advice on a range of financial products including savings accounts, loans, investment products, and insurance solutions.
  Identify client goals and create personalized financial plans to help them achieve their objectives.
  Keep clients informed of market trends and changes in financial regulations that may impact their investment decisions.
  
• Portfolio Management:Monitor client portfolios regularly and conduct reviews to ensure optimal performance and alignment with client objectives.
  Analyze financial data to offer customized product offerings and credit solutions that address client needs.
  Manage risk by ensuring all financial advice and product recommendations are in line with regulatory requirements and internal policies.
  
• Sales & Business Development:Achieve and exceed individual sales targets through client acquisition and retention strategies.
  Identify opportunities for up-selling and cross-selling banking products such as personal loans, mortgages, deposits, and wealth management solutions.
  Work closely with internal teams (e.g., credit, compliance, investment) to deliver seamless client experiences.
  
• Customer Service & Support:Provide exceptional service by responding promptly to client inquiries and resolving issues efficiently.
  Ensure client satisfaction through regular follow-up and maintaining high service standards.
  Act as a trusted advisor and advocate for the client’s banking needs.
  
• Compliance & Risk Management:Ensure all transactions and interactions comply with relevant banking regulations, policies, and procedures.
  Conduct proper due diligence and know-your-client (KYC) assessments to manage credit risks and client suitability for products.
  Stay informed about regulatory changes that may impact client relationships or banking processes.
  

Requirements:

• Diploma/ Bachelor’s degree in Finance, Business, Economics, or a related field.
• Minimum 3 years of experience as a Relationship Manager, Wealth Manager, or in a similar client-facing role in banking.
• Strong knowledge of banking products, financial services, and wealth management solutions.
• Proven track record in sales and business development with the ability to meet and exceed targets.
• Excellent interpersonal and communication skills with the ability to build rapport and trust with clients.
• Analytical mindset and strong problem-solving skills.
• Ability to manage multiple client accounts and prioritize effectively.
• Familiarity with compliance regulations, KYC processes, and risk management in banking.
• Proficiency in using banking CRM and financial analysis tools.

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

Role: Test Analyst (Banking / 6 month contract)

Job Duties & Responsibilities

• Design, develop, execute, and maintain test scenarios and detailed end-to-end test cases for assigned projects related to the digital platform’s user acceptance testing
• Write test cases in JBehave for agile projects
• Expert in using testing tools such as JIRA and Confluence to execute and maintain project status
• Knowledge of web and mobile application testing in the banking domain:Good time management
  Keen eye for details to ensure quality and timely output
  
• Detect, report, and track defects in application tools and with various stakeholders to ensure proper closure of issues
• Collaborate proactively with all stakeholders to complete job assigned from clarification to issue closure
• Good with documentation to update project changes timely

Required Experience

• Minimum 1 year of experience in web and mobile application testing in the banking industry is preferred
• Strong analytic skills to process complex requirements and develop end-to-end scenarios and test cases
• Familiar with Agile and Waterfall methodologies:Understand the life cycle of testing in both automated and manual testing
  
• Experience in running or being part of an agile project team in the banking industry:Hands-on experience with JBehave
  
• Understanding Java and VB Scripting is an advantage:For automation QA role, hands-on usage of Selenium or Appium is a must
  
• Experience with quality assurance processes and JIRA is required
• Good stakeholder engagement skills with strong verbal and written communication:Collaborate closely across multiple teams during project execution
  
• Good team player with strong organizational skills:Ability to work independently with minimum guidance
  

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.

Responsibilities:

• Oversee and streamline the bank's operational workflows, including settlements, reconciliations, and transaction processing.
• Resolve discrepancies and ensure the accuracy of financial data.
• Work closely with front-office teams to support trade execution and post-trade processes.
• Prepare operational reports and identify areas for process improvement.

Requirements:

• Bachelor’s degree in Business, Finance, or related discipline.
• 1-3 years of experience in banking operations or trade support.
• Proficiency in operational tools and financial systems.

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

Responsibilities:

1. Portfolio Analysis:

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

- Utilize financial techniques to evaluate potential investment opportunities.

2. Market Research:

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

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

3. Client Interaction:

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

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

4. Asset Allocation:

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

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

5. Due Diligence:

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

- Prepare comprehensive reports outlining investment recommendations and associated risks.

6. Regulatory Compliance:

- Ensure compliance with relevant financial regulations and internal policies.

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

7. Performance Reporting:

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

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

8. Relationship Management:

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

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

9. Technology Utilization:

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

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

10. Continual Learning:

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

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

Qualifications:

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

- Represent a top Global Bank

- Portfolio Construction and Portfolio Management

- Update clients on market movements and the economy

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

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

- Relationship Management with existing clients

- Introduction of Wealth Management tools to clients

- Customised career progression (Sales or Management Track)

Training provided

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

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- Communications training

- Management training

- Structured training to put you on the path of success

Requirements:

- Go Getter

- Excellent communication skills

- Highly motivated individuals who work well in a team

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

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

Responsibilities:

1. Customer Engagement:

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge:

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. Sales Targets:

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. Documentation and Processing:

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. Compliance:

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. Problem Resolution:

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. Team Collaboration:

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. Market Research:

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. Training and Development:

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

Qualifications:

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

Benefits:

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.

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

We have been appointed by a leading Multinational Insurance Broker to assist with their growth of the Marine Insurance Team.

We are looking for 4 Marine insurance specialists to join our client in their Singapore based office as:

1. Marine Cargo / Hull Business Development Manager (between 1 and 6 years of experience) - 2 roles
2. Marine Cargo / Hull Account Manager - (between 1 and 6 years of experience) - 2 roles

• Reporting into the Head of Broking develop and execute strategies for new business penetration, with the purpose of gaining broking market share
• Evaluating existing sales practices and processes to enhance delivery and produce results
• Arranging new business meetings, creating and leading sales pitches
• Leading and closing complex sales\ and tenders
• Researching market trends and industry updates, for the purpose of building market credibility and knowledge
• Building relationships with internal and external stakeholders to ensure trust and long-term relationships conducive to new business activity
• Develop meaningful working relationships with insurers through regular contact and liaison to better serve clients

Job Description

• Sales and Renewals of Insurance products
• Support Sales and Business Developments including finalising placement of insurance products
• Conduct Needs Analysis and provide recommendations to clients
• Manage and develop client base as well as cross-selling
• Respect compliance principles and internal guidelines
• Explain features, advantages and disadvantages of various policies
• Negotiate renewal terms with insurers when required
• Assist with queries and claims from clients
• Prepare reports and renewal materials (RFP’s)
• conduct presentations to company staff
• Other ad-hoc duties and tasks as given by Management

Requirements

• Prior experience in International Private Medical Insurance is a must
• Required BCP, PGI, ComGI, HI, M5 and M9 certificates from SCI
• May need to travel occasionally
• Service driven with a passion for excellence

Job Highlights:

• Basic salary starting from $3,300 - $5,200 (Depending on the candidate’s experience) + Fixed Monthly of $300 - $400 Allowance + Quarterly Commission

• Working Location: Will be assigned to the nearest bank branch near the candidate’s home

• Annual Leave: 21 - 24 Days

• 1 Month of paid training is provided

• Career progression up to Team Head/Treasures Private Banker

• Leads/support will be provided by the bank

Job Responsibilities:

• You’re to engage customers through branch banking touch points, tele appointments, and/or outreach programs

• You’re to conduct regular follow up with existing and potential customers to assess their financial need

• You’re to provide a financial advisory by offering wealth management solutions such as insurance, investment, etc.

Send your resume to: +65 91123489

Fely Seah Yan Hui R2198783
Just Recruit Singapore Pte Ltd EA12C6295

Job Description

• Deliver sales targets and meet campaign key performance indicators (KPIs) which includes sales targets, call quality and operational standards
• Conduct telemarketing calls to promote General Insurance products with clear product knowledge and references, to existing and prospective customers
• Identify opportunities to cross-sell and up-sell
• Convert leads provided by the company to sales through telemarketing activities
• Ensure all call activities are conducted with full adherence to regulations and in line with Quality Assurance standards
• Update customer information in the database

Requirements

• GCE ‘O’ level
• Prior experience in telemarketing or sales function and/or the financial services sector preferred
• Insurance Certificate in General Insurance (BCP, PGI, HI) will be an added advantage
• Comfortable with outbound calls and stakeholder interactions
• Confident communicator with good verbal skills
• Sufficiently resilient to handle rejection and objections from customers
• Persuasive and committed to meet/exceed sales targets
• Sales-driven and possess a can-do attitude

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.

*Responsibilities:*

1. *Portfolio Analysis:*

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

- Utilize financial techniques to evaluate potential investment opportunities.

2. *Market Research:*

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

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

3. *Client Interaction:*

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

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

4. *Asset Allocation:*

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

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

5. *Due Diligence:*

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

6. *Regulatory Compliance:*

- Ensure compliance with relevant financial regulations and internal policies.

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

7. *Performance Reporting:*

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

- Make recommendations for optimizing portfolio performance.

8. *Relationship Management:*

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

9. *Technology Utilization:

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

10. *Continual Learning:*

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

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

*Qualifications:*

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

*Responsibilities:*

1. *Customer Engagement:*

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. *Product Knowledge:*

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. *Sales Targets:*

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. *Documentation and Processing:*

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. *Compliance:*

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. *Problem Resolution:*

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. *Team Collaboration:*

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. *Market Research:*

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. *Training and Development:*

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

*Qualifications:*

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

*Benefits:*

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.

- 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.

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.

about the company

Our client is a well-known and established regional bank with large assets with global branches and a strong client network in Singapore and APAC region. The corporate banking team handling large top-tier local and regional corporates has an approved headcount for a specialist in Loan Syndication.

about the job

• Origination and distribution of syndicated loan deals, supporting the team in identifying profitable deals to maximise profits.
• Assessing transaction feasibility, develop optimal pricing strategies, drafting term sheets, setting syndication timelines, and handling documents
• Maintain strong connections to seek out opportunities in the market and keep abreast of information on current or prospective borrowers.
• Collaborate with relationship managers in originating deals

about the manager / team

Part of a stable team, this role reports to the Team Lead.

skills & experience required

• Degree in Accountancy, Business Management, Banking & Finance and Economics
• At least 5 years of experience in Loan Syndication in Corporate Banking

To apply online please use the 'apply' function, alternatively you may contact Judy at judy.low[@]randstad.com.sg or drop me a message on LinkedIn at https://www.linkedin.com/in/judy-low-bb09619a

(EA: 94C3609/ R22110790)

Our client is one of the leader in the banking industry, they are seeking for test manager that is able to lead a small team of tester, planning test scripts, strategies and managing external vendor

Location: Downtown

1 Year Contract

Salary up to $6500

Product Owner role

1. Work with product owners to document user stories for system enhancement changes.

2. Review, groom user stories.

3. Document acceptance criteria for user stories for product owners sign-off.

4. Participate in workshops / discussions and review BSD.

Test Manager role

1. Assist product owner / UAT lead to prepare Test Strategy and Test Plan.

2. Identify potential issues and risks and gap.

3. Assist UAT lead to run testing kick-off and regular cadence meeting.

4. Review test scenarios and cases with key product owners to meet requirements and expectations.

5. Document acceptance criteria for product owners sign-off.

6. Coordinating with upstream/downstream teams to facilitate testing.

7. Actively manage UAT progress and issues within project timelines and to update business team and key stakeholders. Create, maintain and facilitate UAT status using JIRA dashboard for status updating.

8. Maintain JIRA dashboard during testing execution and ensure traceability among test case, user story, and defects.

9. Liaise with technology teams on system solutions, UAT delivery timeline, UAT environment readiness and test data creation.

10. Defect Management

a) Actively track UAT defect pool to ensure timely closure.

b) Analyse and summarize outstanding defects on a need basis.

c) Productively drive daily defect triage meeting for proper defect assessment and final resolution or fixes.

11. Reporting - Daily reporting to ensure UAT progression is on track, summarize includes.

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

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