OVERALL JOB PURPOSE

Primarily responsible for accounting activities independently up to finalization of accounts and audit.

DUTIES & RESPONSIBILITIES

• In charge of the full spectrum of Accounts Payables and General Ledger function assigned
• Liaison work with vendors, internal and external auditors, banks and regulatory agencies
• Handle the entire F&B accounting activities independently up to finalization of accounts and audit
• Ensure all payments to suppliers, staff, and other external parties are made according to company policies and procedure
• Analyze revenue and expenditure trends and recommend appropriate budget levels, and ensure expenditure control
• Assist in budgeting and forecast annual profit, capital, cash and other short-term plans.
• Ensure that accurate bookkeeping is administered, and that revenue and costs are booked in the correct time period.
• Update and maintain product list
• Verify and review accuracy of material, product and inventory cost
• Handle the fixed asset register, including sighting and reconciliation with system
• Liaise with tax agent and prepare quarterly and yearly tax computation
• Prepare audit schedule and liaise with external auditor on audit matters
• Assist implementation of policies and procedures within the Finance department
• Implement Process Improvement and Internal Control.
• Reconciliation of stocks for F&B & Retail Shop
• Analyses the food and beverage cost.
• Assist Finance Manager during month end closing including preparation of general ledger journal and audit schedules
• Prepare and assist in daily/monthly management reporting
• Involve in monthly stock take for F&B & Retail Shop
• Other duties or special projects assigned by management

QUALIFICATIONS, KNOWLEDGE & EXPERIENCE

• Diploma and above in Accounting or its equivalent
• Chartered Accountant preferred
• At least 5 years’ similar experience in the hospitality/F&B industry
• Cost & inventory control experiences preferred
• Able to work in a team and interact with people at all levels
• Good computer knowledge
• Proficient in Microsoft Office Skills; Working knowledge in Sun Accounting System is an advantage
• Minimum 2 years’ supervision experience preferred

Job Descriptions:

• Ensuring accurate and timely recording of all financial transactions and in QuickBooks
• Produce financial account reconciliation limited to cash, AR, AP, fixed assets, investment, and equity
• Prepare client invoice and payments
• Prepare and review month end, quarter end close process applicable to each client including the preparation and review of supporting schedules, reconciliation and analysis as required
• Preparing monthly and quarterly client reporting
• Assisting in the preparation of timely information and liaising with other departments to ensure settlement deadlines are met
• Monitoring daily cash flow, investments, and treasury activities.
• Perform bookkeeping and general ledger function
• Make apt correction in vendor account
• Assist sales team in collecting payment from customers

Job Requirements:

· 3 Year(s) of working experience in the related field

· Diploma in Accountancy or ACCA equivalent professional qualification

· Effectively bi-lingual in English and Mandarin (able to communicate with Mandarin speaking customers)

· Meticulous and attention to details in performing admin work

· Familiarity with Quick Book accounting software

· Familiarity with GST and Corporate Income Tax Returns GOV Submission.

· To assist on ad hoc task when required.

Key Responsibilities:

• Work closely with the sales department to process sales rebate settlements.
• Review and verify rebate claim requests submitted by the sales team.
• Ensure timely and accurate data entry and maintain rebate records in Excel.
• Conduct basic data analysis to support rebate accruals and reconciliation.
• Perform Accounts Payable (AP) verifications, ensuring that invoices and payment requests are accurate and properly documented.
• Collaborate with the finance team to ensure that all rebate and AP transactions comply with the company's financial policies.
• Assist in preparing monthly reconciliation reports and other routine administrative finance tasks.

Requirements:

• Work experience: Less than 3 years of experience. Internship experience in finance or data analysis is a plus.
• Technical skills: Proficiency in Excel and basic VBA is required. Knowledge of Python is a plus but not mandatory.
• Language proficiency: Fluent in English and Mandarin (written and spoken) as the incumbent requires to liaise with Chinese-speaking stakeholders/counterparts for work or project related matters.
• Education: Relevant background in finance, accounting, or related fields.
• Immediate availability is a strong preference.

Work Arrangement:

• Onsite work, 5 days a week (no hybrid or remote options).
• Work locations: possible to work between both offices.
  
  Interested candidates, please click 'Apply Now' or send in your updated resume to [email protected]

*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.

• Principle duties are collecting functional requirements from stakeholders, and able to document and explain the requirements to development and QA team

• Facilitate requirements workshops to engage the various stakeholders such as Front Office, Middle Office, Finance users to elicit and validate business requirements.

• Lead and manage issues during UAT/Sprints, and ensure all requirements have proper traceability.

• Leverage the subject matter experts in Technology & Operations in delivery of structured and well-thought through solutions.

• Become an effective “bridge” between business users and technology.

• Good team player with strong interpersonal skills.

• Respond promptly to issues raised, through good understanding of business, operational and technical considerations, and recommend sound solutions.

EA Number: 11C4879

*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.

We are looking for experienced recruiters in the Banking Sector to manage the full recruitment life cycle in partnership with key organisational stakeholders. The recruiter is expected to understand market trends, engage talents on organisational opportunities, driving onboarding efforts for hired candidates, and enhance candidate experience.

Role: Recruiter (Banking/Finance Sector)

Location: Shenton Way

Working Hours: 5 Days work week, 08:30am - 6pm

Duration: Contract 2 years (Subject to extension)

Salary: Up to $5,000

Key responsibility areas include:

• Advise Hiring Managers on recruitment strategies to attract talents, and be recognised as a subject matter expert for recruitment matters.
• Lead and manage the full recruitment cycle. This includes engaging key organisational stakeholders to gather candidate requirements, sourcing, interviewing/assessing candidates together with stakeholders, and managing offers including compensation discussions for selected candidates.
• Build relationships and engage talent in the market.
• Identify passive candidates through research, internal and external networking, and direct outreach.
• Design and provide excellent end-to-end candidate experience.
• Understand and lead adoption of suitable recruitment, data analytics and social media tools, for effective candidate sourcing, assessment and engagement.
• Proactively and continually improve recruitment processes and systems to ensure effectiveness and efficiency, as well as optimum candidates/department experience.
• Draft hiring notes to approve the hiring of candidates into the organisation.

JOB REQUIREMENTS

• At least 3 years of recruitment experience in banking/finance sector
• Excellent written communication and interpersonal skills to build relationships with candidates and other stakeholders
• Proactive, committed and a team player to ensure service excellence
• Up-to-date with latest recruitment tools and trends
• Adaptable, with agility to adjust promptly to process/work changes
• Positive attitude, with willingness to go the extra mile when necessary
• Comfortable to commit for 2-3 years contract
• Singaporeans only

HOW TO APPLY:

By submitting any application or résumé to us, you will be deemed to have agreed and consented to us disclosing your personal information to prospective employers for their consideration.

We regret only short-listed candidate will be notified.

Reg No: R1433814

EA License No: 20C0426 (Elitez & Associates)

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.

Job responsibility:

1. Develop marketing and promotion plans for retail banking products and services, including time deposits, CASA and wealth and be responsible for marketing communications across all publicity channels such as online banking, SMS, etc.

2. Manage retail banking marketing budget and work closely with product managers on strategic marketing campaigns.

3. Conduct market monitoring on competitor banks' promotions and strategise on tactical marketing campaigns with product managers.

4. Manage content for Facebook and WeChat accounts and prepare monthly marketing reports.

5. Follow up on marketing campaigns and perform post-campaign analysis.

6. Organise customer-facing events (e.g. for wealth and cross-border customers), assist in artwork conceptualisation, liaison with vendors on print and installation and other associated tasks.

7. Assist with the creative design, preparation, print, installation and upload of marketing collaterals such as branch TV screen digital posters, brochures, posters, etc.

8. Other tasks and duties as assigned.

Requirement:

1. Education：Degree and above in reputable university

2. Relevant Working Experience: 3 years and above

3. Competency： Communication and coordination skills

4. Language Proficiency: Strong relationship building and interpersonal skills, with good oral and

written communication skills in English and Mandarin so as to communicate with Chinese

speaking customers or organization.

5. Other requirements:

• Experience in financial services,business analysis,product development,financial management

• Enrich and manage data and translate insight into action.

• Ability to meet timelines, prioritize business needs and manage multiple projects

requirementssimultaneously

• Ownership of results and commitment to goals

• Highly independent and self-motivated, should be able to work with minimum supervision

• Fast learning ability and highly responsibility

• Strong analytical skills with an investigative mindset

• Broad and in-depth knowledge in Banking products, services and data

• Strong interpersonal skills, professionalism and teamwork awareness

• Detail-oriented with excellent organizational skills

• A proactive approach to tasks & responsibilities

• Proficient in Microsoft Office,especially Excel,Marco,etc

- 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

Our client is a well established international bank and has a strong presence in Asia. They are recruiting for Client Acquisition Manager to expand their business.

about the job

• Identify and target affluent individuals through networking, referrals and market research.
• Build long term relationships with affluent individuals to understand their financial goals and provide bespoke banking solutions.
• Work closely with internal and external stakeholders across the bank to customized solutions that meet clients’ requirements.
• Stay updated on market trends, competitor offerings and emerging opportunities to continuously refine acquisition strategies.
• Maintain close working relationship with internal partners for referrals and ensuring attractive or exclusive offers.
• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements.

skills and experience required

• Proven track record of success in acquiring and managing affluent clients.
• Strong interpersonal and communication skills to build trust and rapport with affluent individuals.
• Able to present effectively, communicate ideas and concepts.
• Good working attitude, highly motivated and result oriented.

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

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

EA: 91C2918 | R2198716

The client that we are partnering with is one of the world's leading bank and they are looking to expand their team of insurance specialist to support their relationship managers.

About the job

• Conduct financial needs analysis to understand customers' financial goals
• Provide financial product advisory to bank clients according to their needs
• Adhere to compliance and regulatory standards
• Engage in networking and marketing campaigns organised by the firm

Skills and experience required

• Minimum Diploma required
• Minimum 1 year of wealth management / insurance sales
• Good effective communication skills

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No: 11C5502 | EAP Registration No: R2199597

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

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

• 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

Position Overview

The Finance Executive ensures accurate accounting entries and processes payments to vendors promptly in acccordance with Capella Hotel Singapore's policies and procedures.

The Role

Accounts Payable

• Reconcile payments with suppliers' statement of accounts
• Follow up on outstanding invoices and ensure closure
• Ensure prompt and accurate payment to suppliers
• Maintain AP Aging balances according to established policies & procedures
• Update maintenance contract records and follow up with respective departments
• Sort and distribute incoming mail
• Ensure that all suppliers' invoices are properly documented and supported by backups
• Keeping track of all payments and expenditures in an appropriate manner
• Assist Finance Manager to prepare month-end closing financial reports
• Prepare month-end closing accruals
• Prepare month-end Balance Sheet reconciliations for AP related accounts
• Cover General Cashier duties in his/her absence

Other Duties / Tasks

• Count and verify daily cash receipts that are submitted from individual cashiers.
• Document the reconciliation of all cash receipts to the PMS system and complete the daily cash over and short report.
• Consolidate, prepare and make the daily bank deposits in a timely manner.
• Reconcile daily cash submissions from various departments in the hotel against the bank deposits.
• Ensure that all cash-handling employees have adequate monetary change throughout their work shifts.
• Submit foreign currency rate changes to the Night Manager on a daily basis & to ensure that all rates have been updated.
• Make petty cash disbursements and expenses claims according to policy and procedures.
• Reconcile petty cash payments and submit for Assistant Director of Finance's approval.
• Perform a daily cash count of the General Cashier's float and report all counts/discrepancies to Assistant Director of Finance.

Talent Profile:

• Diploma in Accounting or equivalent
• 2 years of experience in similar role
• Willing to work on weekends or public holidays whenever required
• Knowledge of SUN System
• Basic accounting knowledge

You will be part of a group of highly trained financial professionals. You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. You will be required to provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high-net-worth clients in Singapore. You will provide customers with timely information, advice, and recommendations to fit their requirements. Building and maintaining long-term relationships with your clients is a key factor for success in this role.

• You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.
• To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high-net-worth clients in Singapore.
• To provide customers with timely information, advice, and recommendations to fit their requirements.
• Building and maintaining long-term relationships with your clients is a key factor for success in this role.

Job Requirements:

• A recognized university degree.
• At least 5 years of relevant experience in the banking / financial industry, experience in financial & investment product sales for the Junior Client Advisor role.
• Candidates with at least 5 years of relevant experience will be considered for the Senior Client Advisor role
• Good knowledge of wealth management & investment products.
• Self-motivated, with strong sales drive & energy.
• Experience / Ability to liaise with clientele from respective markets Greater China / Indonesia/ Thailand etc
• Ability to travel regionally if required
• Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI)

Our client is the corporate and investment banking arm of The Group, world’s 12th largest bank by total assets.
We work daily with international branches located in 30 markets by:
- Envisioning and preparing the Bank’s futures information systems
- Partnering and supporting core banking flagships and transverse areas in their large scale development projects.
- Providing premium In-house Banking applications,
This unique positioning empowers us to bring our core banking business a sustainable competitive advantage on the market.
We seek innovative and agile people sharing our mindset to support ambitious and forthcoming technological challenges.

The department is responsible for development and maintenance of Capital Market IT applications (in-house and package) used worldwide, covering Front Office (Murex, Apex, Orchestrade…), Back Office (Summit, Calypso…), Market data referential (Asset Control..), Market Risk (in-house application on big data technologies).
The Static and Market Data team works across the full value chain to feed FO, BO and Risk department with Static Market Data to sustain business activities.
This role aims to develop on Static and Market Data application, in project mode as well as maintenance, and to support the “run the bank” function. It requires a deep understanding of the nature of business operations, timing of activities & data flowing through internal and external systems. The build and support team continuously works with business users, infrastructure engineers and system managers.

Responsibilities:

• Build & change management
- Able to lead in terms of technology and conceptualize, propose design and architectural evolution, along with operational model.
- Contributing to development of high quality fully tested source code complying with deadlines, schedule and coding standards.
- Liaise with business analysts for clarification and understanding of requirements.
- Provide deployment and change management of the solution/platform.
- Develop tests strategy in coordination with project manager / Business Analysts.
- Provide technical assistance during user acceptance test.

• Incidents and Requests management (business users and other IT teams)
- Communicate effectively.
- Analyse enhancement requests and bug-fixes.
- Document deliveries.
- Support applications in production - analyze and resolve issues as they arise as well as propose optimizations for future.
- Monitor the results and quality of the different software solutions and projects implemented in the organization.

• Change management
- Apply monthly release strategy, following the team’s milestones for analysis, coding and testing.
- Support the release roadmap in production.
- Operations management
- Application support, level 3 (expert).
- Troubleshoot and fix issues.

• Continuous improvement
- Process improvements.
- Technology, tools and infrastructure upgrade
- Automation of manual work
- Delivery efficiency and quality improvement

Mandatory Skills Description:

• 8+ years of software development experience
• 5+ years experience working with Java
• Strong understanding and experience in SOLID patterns, unit testing and integration tests
• Strong knowledge and experience with latest and advanced Java language features as well as Spring Boot framework
• Well experienced in RESTful APIs design & development with Swagger and OpenAPI standard
• Good knowledge and experience in AWS Cloud Fundamentals (Microservice architecture, Docker & Kubernetes, S3 storage, Redshift etc.)
• Experienced with Java OpenTelemetry and ElasticSearch to build the observability for applications
• Experienced with front-end development with either Angular or React
• Good knowledge and experience of SQL or similar
• Experienced with Maven, Git, Gitlab and JIRA
• Good knowledge of algorithms and data structures, with strong fundamentals in complexity analysis
• Strong ability to analyze code – understand execution flow & debug even without access to a debugger

An ideal candidate will also have expertise in some or all of the following:
• Apache Kafka, Spark and Iceberg
• Exposure to devops culture

Nice-to-Have Skills Description:

Knowledge of the following would be helpful although it is not required:
• Understanding or interest in finance & financial markets, particularly the general knowledge of different types of financial assests, like bonds, equity, interest rate derivates and CDSetc.
• Willing to do L3 Support if required.

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

Roles and Responsibilities

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

Skill and Requirements

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

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

Morgan Mckinley Pte Ltd

Claudia

EA Licence No: 11C5502

EAP Registration No: R2199597

Job Summary:

NOTE : Experienced candidates maybe considerd for team lead positions.

We are seeking experienced and results-driven Relationship Manager to join our team in the bank. The successful candidate will be responsible for managing and growing a portfolio of high-value clients, providing exceptional customer service, and identifying new business opportunities. If you have a passion for building strong relationships and driving business growth, we encourage you to apply.

The target clients for these roles are affluent customers to offer them a range of financial solutions i.e investment products and wealth management solutions.

Job Scope:

Manage and grow a portfolio of high-value clients, ensuring deep understanding of their financial needs and goals

Develop and implement tailored financial solutions to meet clients' needs, including credit facilities, investments, and transactional banking products

Identify new business opportunities and acquire new clients through networking, referrals, and marketing initiatives

Build and maintain strong relationships with clients, ensuring high levels of customer satisfaction and loyalty

Collaborate with internal stakeholders, including credit risk, product specialists, and operations teams, to deliver seamless client experiences

Monitor and manage client risk, ensuring compliance with regulatory requirements and bank policies

Job Requirements:

Minimum 2 years of experience in a relationship management or sales role in the banking industry for senior roles.

Proven track record of success in managing and growing a portfolio of high-value clients

Strong understanding of financial markets, products, and services

Excellent communication, interpersonal, and relationship-building skills

Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines

Strong analytical and problem-solving skills, with ability to think creatively and outside the box

Job Benefits:

Competitive Compensation Package: We offer the best compensation package in the market, with a salary range that is above industry standards.

Good Working Culture: Our bank values a positive and inclusive work culture, with a focus on employee well-being, diversity, and career development.

Opportunities for Growth: We offer opportunities for career advancement and professional growth, with training and development programs to help you achieve your goals.

Comprehensive Benefits: We provide a comprehensive benefits package, including medical insurance, retirement plans, and paid time off.

Recognition and Rewards: We recognize and reward outstanding performance, with bonuses, awards, and recognition programs.

If you are a motivated and results-driven professional looking for a challenging and rewarding role, please submit your application with a resume.

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

www.dadaconsultants.com

Data provided is for recruitment purposes only

EA Registration Number: R21102607

Business Registration Number: 201735941W

Licence Number: 18S9037

Job description

Role Overview: We are looking for an experienced Banking Operations Specialist to support our Client Lifecycle Management (CLM) team. In this role, you will be responsible for handling client requests, ensuring smooth operations, and maintaining high standards of client service and confidentiality.

Key Responsibilities:

• Manage client requests and ensure timely, accurate processing.
• Use technology tools to automate and improve efficiency in operations.
• Work with cross-functional teams to develop innovative solutions for clients.
• Protect client privacy and ensure data confidentiality.
• Proactively identify and prevent potential risks to the bank.

Requirements:

• A university degree, preferably in banking, finance, or a related field.
• Several years of experience in bank operations, ideally in wealth management.
• Strong understanding of client lifecycle processes, including documentation, screening, and changes.
• Excellent communication, problem-solving, and client service skills.
• A strong risk management mindset with a logical approach to analysis and issue resolution.

About the Role:

You will support business operations, specifically handling Client Lifecycle & Transactions operations.

This includes areas like:

• Onboarding and offboarding clients
• Name screening and Know Your Customer (KYC) preparation
• Payments and asset transfers

Job Descriptions

1. Acquire and onboard new PB clients onto the platform.
2. Growth of Net New Money and AUM.
3. Generating investment revenue of AUM.
4. Providing wealth management and banking services to clients.
5. Full compliance to rules and regulations governing the business.

Job Requirements

1. A network of client referral channels.
2. Ability to successfully convert and generate AUM into revenue.
3. Good financial market/product knowledge.
4. Keep abreast of market developments and opportunities and work closely with Investment Advisors to co-manage the portfolio of clients.
5. Deliver excellent service to clients and deepen relationship by value adding to clients’ wealth management needs with timely portfolio rebalancing and portfolio performance updates.
6. CACS certification is preferred.

Key Responsibilities:

• Assist Relationship Managers in managing and developing client relationships by providing timely and accurate support on client requests and inquiries.
• Prepare and maintain client documentation, ensuring compliance with regulatory requirements and internal policies.
• Conduct market research and prepare reports to support investment recommendations and client presentations.
• Facilitate the onboarding process for new clients, ensuring all necessary documentation is completed accurately and efficiently.
• Monitor client portfolios and provide regular updates on performance, market trends, and potential investment opportunities.
• Coordinate with internal departments, including compliance, operations, and credit, to ensure seamless service delivery.
• Support the organization and execution of client events and meetings to enhance client engagement and relationship building.
• Assist in the development and implementation of marketing strategies to attract new clients and retain existing ones.

Qualifications:

• Bachelor's degree in Finance, Business, or a related field.
• 2+ years of experience in private banking, wealth management, or financial services.
• Strong knowledge of financial products and services.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
• Detail-oriented with strong organizational and time-management skills.
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and experience with banking software systems.
• Ability to work independently and collaboratively within a team environment.

EA License Number: 23C1935 | EA Personnel Number: R1551292

Monitoring Settlement activity and ensuring securities are in the right place at the right time
Monitoring Firm inventory to ensure it is moved or converted to facilitate settlement
Working with the Trading Desk on securing borrows to facilitate settlement
Query resolution and interaction with trading desk and clients on failing trades
Investigating and resolving discrepancies of positions (cash and securities) in the firm's books and records
Completing daily checklist ensuring all controls, procedures and processes relating to the assigned functions are followed


Skills: BASIC QUALIFICATIONS

We are looking for an enthusiastic and committed individual who is looking to operate in a dynamic working environment where communication and teamwork skills are essential.
Good client service and relationship building are required to interact with our clients and the team.
The candidate should have a control focus and be achievement orientated to produce results to ensure that all risk is mitigated.
Strong organisational skills required;
Deadlines within this role are very strict
Prompt escalation and clear communication is paramount
Be flexible, work on varied functions or aid other team members


PREFERRED QUALIFICATIONS


Work experience in a securities settlements, trade support or securities middle office role or any equity role for 1 to 2 years.
Equities Industry and market knowledge would be an advantage.
Experience of dealing with SGX,HKEX etc is beneficial