*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:

• 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.

Responsibilities:

• Manage and implement initiatives and programs to promote efficiencies leading to greater customers’ satisfaction.

• To ensure the team provides value added products and services to existing / potential customers predominantly in the local large corporates market.

• Ability to manage the team effectively whilst engaging them to optimal performance and coach them to their potential development.

• To manage, enhance, maintain and strengthen relationships with existing corporate customer base as well as building new customers relationships.

• To monitor the utilization of the credit lines of the borrowers.

• To monitor and conduct regular review of the existing customers, ensuring the credit documentation are properly managed and completed.

• To ensure the business activities of the department meet the bank’s policy requirements.

Requirements:

· Possess a Degree in Banking, Economic or related studies.

· Minimum 5 years corporate banking experience.

· Experience working with corporates in particular large local Corporates.

· Excellent interpersonal skill with proficiency in both spoken and written English and Chinese as incumbent is required to correspond with Chinese corporates as well as colleagues in Head Office and handle Chinese documentation.

· Understanding of the relevant laws, regulations and practices pertaining to Credit products and ensuring its compliance.

· Ability to manage the team effectively whilst engaging them to optimal performance and coach them to their potential development.

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.

*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.

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.

Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking (WPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

We are currently seeking a high calibre professional to join our team as a Universal Banking Ambassador.

Principal Responsibilities

• Maintain customer service excellence, greeting and serving our customers with the highest service standards
• Manage customer queries, issues, feedback and complaints with appropriate advice
• Adopt a needs-based approach to provide recommended solutions for retail banking products to meet customer's financial needs
• Understand and exercise Know Your Customer and Customer Due Diligence procedures when onboarding customers to ensure they are suitable clientele for HSBC
• Be a digital banking champion through promoting and educating our customers in using self-service channels such as Internet Banking, Phone Banking and Automated Teller Machines
• Identify our customers’ wealth, protection and home loan needs and refer them to appropriate officers
• Ensure data entry and operational transactions are executed expeditiously, with minimal errors and in compliance with audit and statutory guidelines
• Attend to the operational needs of the branch and business where required by line managers or Branch Director

Qualifications

• Diploma qualification with relevant customer service experience
• Proven sales experience is a plus
• Excellent interpersonal and communication skills, coupled with adaptability and willingness to learn
• Highly driven to excel in both customer service and sales, thriving in a focused and fast paced environment

To be considered for this role, the relevant rights to work in Singapore is required.

You’ll achieve more when you join HSBC.
www.hsbc.com/careers

https://mycareer.hsbc.com/en_GB/external/PipelineDetail/Universal-Banking-Ambassador-Wealth-and-Personal-Banking/252084

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Video URL - External

https://www.youtube.com/watch?v=y4LU9-uRd_4

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.

Working for a large banking client, as Project Manager, you will hold accountability for the successful delivery large and complex IT projects. Utilizing an agreed-upon project methodology, the focus includes robust risk and issues management, comprehensive documentation, and efficient project management within a stringent schedule.

Key Responsibility Areas:

• Fully Responsible for defining, documenting, and successfully completing complex projects through the entire project lifecycles for consumer banking project.
• Preparing powerpoint presentation to business stakeholders and senior management
• Ensuring appropriate control, change control, risk management, and testing processes.
• Monitors and controls resources, revenue, and capital costs against the project budget, managing expectations of all project stakeholders.
• Preparing status and MIS reporting to senior management
• Works with stakeholders to agree and implement short-term and medium-term modifications to demand, maintaining a register of business requests and reporting as required.
• Manage project across all stages of project lifecycles leading to implementation

Key Selection Criteria:

• Bachelor Degree with min 12 years of experience in IT
• Current project management accreditation PMP / PRINCE2 preferred and Agile in addition would be beneficial.
• Demonstrated prior success in delivery of complex IT application project
• Prior experience in managing projects in banking industry with min 5 years experience
• Extensive project lifecycle experience understanding the planning and delivery of projects in its entirety.
• Excellent presentation skills and advance knowledge in powerpoint
• Excellent written and oral communication skills

Interested candidates please email your latest resume to [email protected]

• Provides administrative and documentation support to brokers including
  • preparation of placement slips, cover notes, endorsements and other insurance related documents;
  • Generate renewal listings, monitor, update and distribute renewal notices to insured/clients
  • Update insurance system with insurance contracts, policies and brokers contracts;
  • Issue invoices to clients upon receipt of insurance policies from insurance companies
  • follow up on receivables with brokers and clients;
  • work and follow up closely with brokers, clients and insurance companies to resolve outstanding issues or documentation requirements;
• Receive, sort, and distribute daily mails.
• General office management such as ordering stationery.
• Any other ad-hoc duties assigned.

Elsa Fontanne (CEI No. R24124496)

Recruitment Consultant

Contact Number: 67860100

Email Address: [email protected]

Recruit Express Pte Ltd / EA Licence No: 99C4599

We regret only shortlisted candidates will be contacted

*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 Description

1. Support the Relationship Managers in operational duties related to clients' account servicing and transactional services including account opening and maintenance, credit application, investment transaction and banking instruction.

2. Attend to clients' instructions and queries timely in professional manner.

3. Handle administrative duties that are related to clients' account including the monitoring of expiring KYC Review, KYC updates, account documentation, onboarding pre-checks, etc.

4. Liaise with internal and external stake-holders to resolve clients' queries and feedbacks.

Job Requirements

1. Experienced in AML/KYC/CDD processes (minimum 1 year).

2. Experienced in basic banking products (Deposits, loans, basic investment products etc.) (minimum 1 year).

3. Minimum 2 years' relevant work experience in serving retail or high net-worth clients.

4. Knowledge of private banking and treasury services, good understanding of banking operations and policies.

5. Proficient in writing and speaking both English and Chinese so as to communicate effectively with our Head Office and Chinese-speaking customers.

6. Minimum Bachelor Degree in Business/Accountancy/Banking & Finance or a relevant discipline.

7. CACS 1 & 2 papers is a mandatory requirement.

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.

[Job ID: 401667]

Responsibilites:

• Analyze clients’ financial situations and recommend suitable banking products, such as loans, investments, and savings plans.
• Build and maintain strong relationships with existing clients, ensuring their banking needs are met.
• Act as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
• Understand clients' financial goals and objectives to offer tailored banking solutions.
• Identify opportunities to cross-sell and upsell bank products and services to existing and potential clients.
• Achieve sales targets for new business, product offerings, and customer acquisition.
• Provide financial advice and consultation services to clients, helping them make informed decisions about their banking and financial products
• Manage a portfolio of clients, ensuring their financial needs are met and any issues are resolved promptly.
• Monitor and review clients’ portfolios to ensure they are aligned with their financial objectives.

Requirements:

• Degree holder.
• Driven and goal-focused individuals who are passionate about financial planning and wealth management.
• Willing to work a 5.5-day week, with the flexibility to meet clients beyond regular hours.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Sandy Ng

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

*Responsibilities:*

1. *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

• 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)

[Job ID: 401667]

Responsibilites:

• Analyze clients’ financial situations and recommend suitable banking products, such as loans, investments, and savings plans.
• Build and maintain strong relationships with existing clients, ensuring their banking needs are met.
• Act as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
• Understand clients' financial goals and objectives to offer tailored banking solutions.
• Identify opportunities to cross-sell and upsell bank products and services to existing and potential clients.
• Achieve sales targets for new business, product offerings, and customer acquisition.
• Provide financial advice and consultation services to clients, helping them make informed decisions about their banking and financial products
• Manage a portfolio of clients, ensuring their financial needs are met and any issues are resolved promptly.
• Monitor and review clients’ portfolios to ensure they are aligned with their financial objectives.

Requirements:

• Degree holder.
• Driven and goal-focused individuals who are passionate about financial planning and wealth management.
• Willing to work a 5.5-day week, with the flexibility to meet clients beyond regular hours.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Sandy Ng

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

about the job

• Support the establishment of credit risk management framework and oversee its implementation to ensure exceptional risk performance.
• Actively manage credit risk exposure within the designated portfolio by performing risk assessments and monitoring counterparties. Facilitate business growth by implementing risk mitigation solutions that align with the company's risk appetite and credit policy.
• Engage proactively with external stakeholders, including funding partners and insurers, to secure their support for our risk framework, ensuring smooth asset distribution.
• Deliver quality risk reporting at both portfolio and country levels, and complete ad hoc projects in specific areas or countries.

skills and experience required

• Degree in Accountancy, Banking & Finance, Business Management, Economics is a plus
• Possesses a robust analytical aptitude centered on evaluating and adjusting credit risk.
• Demonstrates excellent English verbal and written communication capabilities, with a track record of effectively collaborating across diverse cultures and in dynamic settings.
• Exhibits a solid comprehension of financial statement analysis and trade finance and cross border trade
• Works well within a team, displaying a proactive and positive attitude.
• At least 4 years of credit underwriting experience is required

To apply online please use the 'apply' function

EA: 94C3609/ R21103354)

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

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

JOB RESPONSIBILITIES

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

JOB REQUIREMENTS

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

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

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

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

EA Licence 18C9105
EA Reg R1105305

*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

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