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.

Job Title:

Fund Management Associate:

- Represent a Top global bank

- Portfolio Construction and Portfolio Management

- Update investors on market movements

- Business Development to onboard new investors

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

- Relationship Management with existing clients

- Leading a Team of associates after 1 year

Training provided

- Monthly investment training by TOP fund houses (JP Morgan, Goldman Sachs, Franklin Templeton etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Management training

Requirements:

- Go Getter

- Able to communicate well with clients

- Teamplayer

- Polytechnic diploma / Full 'A' Level Cert / Degree

- Grads are welcome

- No experience

*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 and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. *Market Research:*

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

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

3. *Client Interaction:*

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

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

4. *Asset Allocation:*

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

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

5. *Due Diligence:*

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

6. *Regulatory Compliance:*

- Ensure compliance with relevant financial regulations and internal policies.

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

7. *Performance Reporting:*

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

- Make recommendations for optimizing portfolio performance.

8. *Relationship Management:*

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

9. *Technology Utilization:

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

10. *Continual Learning:*

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

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

*Qualifications:*

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

Job Description

- 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

Job Description:

· Work closely with the Manager.

· Monitor outlet’s expenses, making sure that all costs are within the budget.

· Assist manager to plan staff duty schedule for service crew and ensure sufficient staff and monthly management reports

· Make every effort to let customers feel welcome with friendly and uncompromising service.

· Supervise operations in outlet and serve customers.

· Handle customer complaints, maintaining good customer relationships.

· Progressively master the skills to run restaurant operations.

· Receive training and perform duties in various sections of company’s operations.

· Gain deep and thorough knowledge of the company’s restaurant operation by rotating on each position;

· Solicit feedback from customers and staff, for areas of improvement and incorporate useful suggestions into operations.

· Perform ad-hoc duties as assigned by superior.

Requirement：

· Bachelor degree or above

· Able to work on split shifts, weekends, and public holidays

· Service oriented and passionate working in F&B industry

· Possess good communication and interpersonal skills

· PC literate, well-organized and self-motivated

· Bilingual in English and Mandarin to communicate with customers

Senior Manager, Property Management

To ensure the efficient and smooth operation of all matters relating to maintenance and management of the properties.

Responsible for preserving the good condition of the infrastructure that they are safe and well maintained and functioning.

Responsibilities

· Fully responsible for the day-to-day operation of the building, ensuring all facilities are always fully operational.

· Schedule, coordinate and supervise all maintenance functions to the highest standard expected for the client and the subsidiary proprietors.

· Plan, co-ordinate and facilitate council meetings and Annual General meetings.

· Manage and supervise all maintenance and administrative staff assigned to the complex/building.

· Manage and review all vendor contracts, agreements and insurance before their expiry and recommend renewal or call for quotation/ tender

· Ensure all contract works/ routine servicing is carried out accordingly as specified in their contract’s agreement.

· Maintain continuous contact and communication with vendor contractors, clients and staff.

Requirements

· 5 years’ experience in managing condominium / building preferably with high end residences

· Diploma/Degree in Estate Management, Facilities / Hospitality / Business preferably familiarity with BMSMA

· Strong communication and negotiation skills

· Exhibit organizational and leadership skills

· Well organize and able to optimize cost, space and equipment while working within the budgeted operational costs

· Able to handle pressure, multiple tasks, prioritize and manage time effectively

· Able to handle all levels of people with a customer service-oriented mindset

The ideal candidate will have a strong background in hospitality management, excellent leadership skills, and a passion for delivering exceptional guest experiences. You will be hands-on involved in operations and ensure that operations run smoothly and efficiently. If you are a motivated and results-driven individual with a passion for hospitality, we would love to hear from you.

• Oversee daily operations of the building.
• Room hygiene inspections, facility inspections, inspection of carpark and perimeters for cleanliness.
• Liaise with vendors and billings with accounts.
• Coordinate with housekeeping, and maintenance departments.
• Develop and implement operational policies and procedures.
• Ensure cleanliness and presentation of facility
• Address guest complaints and concerns.
• Coordinate with other departments to ensure smooth operations.
• Oversee inventory management and ordering of supplies.

Responsibilities:

• Station at Outlets / Showrooms / Offices
• Perform Sales and Marketing functions at Retail Outlets / Showrooms / Sales Offices.
• Provide customer service to all customers.
• Complete all assigned tasks and assisting with day-to-day operations.
• Participate in meetings, workshops, and other learning opportunities.
• Observe and learn from experienced staff members.
• Understand company policies, protocols, and processes.
• Take detailed notes and liaising with Managers, Supervisors, and other senior staff.
• Fulfil any requirements and meeting goals set out at the start of the traineeship.
• Adhere to all company regulations, and health and safety codes.
• Prepare documents and updating records.
• Learn about conflict resolution and sitting in on disciplinary hearings.
• Travel to different outlets and participating in daily operations as required.

Requirements:

• Bachelor's degree in any disciplines or relevant.
• Strong critical thinking and analytical skills
• Good leadership, communication and interpersonal skills
• Able to work effectively both individually and in a team
• Proactive and inquisitive mindset with a desire to learn, question and contribute in a fast-paced environment.
• Proficient in Microsoft Office
• Able to work on rotation shifts / weekends / Public Holidays.

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.

Job Description

- 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:

• Reputable Engineering Company
• 5 Days, Monday to Friday
• Location: East Region
• Up to $5000 per month

Responsibilities:

• Communicating with upper management to develop strategic program and to exert strategic influence to align project’s with business’s goals.
• Define project scope, objectives, project budget, schedule and technical requirements from strategic plans.
• Responsible for the smooth running of projects by tracking progress and updating management on status, budgets, irregularities and risks timely.
• Ability to manage organization’s operation costing against project budget and expenses to attain revenue realization.
• Business Partnering focus with customers and the ability to detect unstated assumptions, resolve conflicts and handle complex management issues.
• Recognize risks that can impact project success and measuring them throughout the lifetime of the project.
• Monitoring program and project performance of both internal and external service providers.
• Handle escalations professionally with vendors and customers.
• Ability to perform Scalability, Interoperability and Portability Analysis.
• Create comprehensive project documentation such as training guides, quality assurance guidelines and project reports.
• Able to manage large and diverse teams handling different project segments.
• Presenting data and updates to Senior Management on projects’ performance.

Requirements:

• Minimum Diploma Certificate in relevant disciplines.
• Possess Project Management Professional (PMP) Certificate or equivalent is preferred.
• Minimum 3 years experience in manufacturing industry.
• Have experience in overseeing projects from scratch.

For interested applicants, please click “Quick Apply”

We regret to inform that only shortlisted candidates would be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Quay Choon Lan Joanne (Guo Chunlan) | EA Reg No: R24121479
JTE Recruit Pte Ltd | EA Lic No: 14C7215

Responsibilities

• Responsible for product design of overseas F&B App project including offline and online ordering.
• Communicate with product development and operation business teams across borders to promote product development, optimization and implementation.
• Collect and analyze customer feedback, and continuously optimize the user experience and interface design of the product.
• In-depth understanding of user needs, propose and implement improvement plans.
• Have data sensitivity and be good at using data analysis tools to analyze user behavior and market demand.
• Continuously optimize product functions and user experience through data-driven decision-making.
• Excellent Chinese and English communication skills, able to communicate effectively with global teams and customers.
• Possess excellent copywriting skills, able to produce high-quality Chinese and English product documents and marketing materials.
• Develop and roll out implementable standard operating procedures (SOP) for SaaS services and store operations to ensure efficient operation of store operations and customer satisfaction.

Requirements

• Bachelor’s degree or higher, preferrably in computer science, information technology, marketing or related fields.
• More than 5 years of product management experience with product management experience in overseas markets preferred.
• Possess work experience in F&B APP or related industries is preferred.
• Excellent English and Chinese communication skills. Able to communicate effectively with global teams.
• Past work experience in overseas brand catering design is an advantage.
• In-depth understanding of market dynamics and user needs of catering APP. Ability to formulate effective product strategies.
• Familiar with product development processes and agile development methods with excellent project management capabilities.
• Ability to use data analysis tools with solid data analysis capabilities and data-driven decision-making capabilities.

About OSL

OSL is the first HK-based and SFC-licensed Virtual Asset Trading Platform. Offering over-the-counter (voice and electronic) digital assets execution, an agency exchange platform, customer segregated assets and the world's best insured custody solution of digital assets. As the first SFC-licensed, HK-listed (863 HK) and ‘Big-four’-audited digital asset and fintech company, OSL is one of the largest digital asset platforms, providing principal brokerage, custody, exchange and SaaS services to institutional clients and professional investors.

Role Overview:

As we expand into stablecoin products, our goal is to create a platform that enhances cross-border payments, accessible finance, and digital asset integration in Web3.

As the Crypto Payment Product Manager, you will lead the development of stablecoin payment products that facilitate seamless interactions between fiat and crypto currencies. This role is pivotal in aligning our payment products with industry standards and customer needs, ensuring usability, compliance, and scalability.

Responsibilities:

• Product Development: Lead the design, development, and rollout of stablecoin-based payment products with a seamless user experience and robust feature set, focusing on fiat-to-stablecoin and stablecoin-to-stablecoin transactions.
• Market Analysis: Conduct in-depth research on payment solutions in Web3 and traditional markets to identify opportunities and refine our product offerings.
• Cross-functional Collaboration: Work closely with engineering, compliance, and marketing teams to ensure seamless product development and alignment with regulatory requirements.
• User Feedback & Improvement: Gather and analyze customer feedback to drive product iterations and enhancements, focusing on usability, security, and regulatory compliance.
• Data-driven Strategy: Define and track key product metrics, leveraging data insights to make informed decisions on product roadmap and prioritization.

Key Requirements:

• Experience: 5+ years in product management, ideally with a focus on fiat products in crypto exchanges or payment industry experience with an interest in Web3.
• Industry Knowledge: Deep understanding of stablecoin products, digital wallets, fiat-to-crypto conversion, and cross-border payments.
• Technical Understanding: Familiarity with blockchain technology, specifically around stablecoin integrations, Web3 protocols, and digital asset security.
• Analytical Skills: Proficiency in analyzing market trends, identifying user needs, and translating these into actionable product requirements.
• Communication Skills: Excellent verbal and written communication skills with the ability to work effectively with technical and non-technical stakeholders.

Salary: S$5,500 - S$6,500
Location: Tai Seng
Working Days & Hours: Monday to Friday, 9am to 6pm

Job Responsibilities:

• Collaborate closely with suppliers to design and implement effective marketing strategies and plans.
• Manage forecasting, inventory, and generate relevant reports for internal and supplier reviews.
• Foster and strengthen relationships with suppliers.
• Drive demand generation and execute product promotional activities.
• Work closely with the Sales and FAE teams to achieve revenue, profit, and supplier targets.

Requirements:

• Diploma or Degree in Electronics Engineering or a related field.
• At least 3 years of relevant product marketing experience in the semiconductor industry.
• Strong interpersonal, communication, and presentation skills.
• Excellent analytical abilities and proficiency in MS Office applications.
• Positive, outgoing, and results-driven personality.
• Willingness to travel overseas.

Our client is a global healthcare company. They are now recruiting a Product Specialist to be part of their team to assist their team for the next phase of their business. They are located in the Central - easily accessible.

Roles and Responsibilities:

• Understand company policies, marketing strategies, and industry guidelines.
• Stay updated on product knowledge, market trends, and competitor activities.
• Maintain an up-to-date list of key HCPs and ensure regular, effective engagements.
• Plan and achieve coverage and frequency targets for HCP visits.
• Achieve budget targets in assigned territory, ensuring wide and deep product penetration across clinics and hospitals.
• Monitor and report on competitor activities and market trends.
• Maintain company materials and submit monthly expense claims on time.

Requirements:

• Degree in Pharmaceutical / Nephrology or related field.

Interested candidates who wish to apply for the advertised position, please click APPLY NOW or email an updated copy of your resume/cv.

We regret that only shortlisted candidate will be notified

• Email Address: [email protected]
• EA License No: 19C9682
• EA Personnel No: R23118456
• EA Personnel Name: Law Yi Xin

1. Receive training and perform duties in various sections of company’s operations such as Service Department, Kitchen Department, Supporting Function Department etc;

2. Gain deep and thorough knowledge of the company’s restaurant operation by rotating on each position;

3. Learn from experienced employees to acquire information about methods, procedures, and standards required to perform and excel in your training;

4. Progressively master the skills to run restaurant operations.

5. Acknowledge and achieve performance goals and objectives defined by management.

6. Consistently monitor individual performance and progression with your superior and management.

7. Upon completion of all basic training, set new goals and objectives with the management for your progression in the company.

8. Provide support as needed in various departments;

9. Perform ad-hoc duties as assigned by your superior.

• If applicants with (any one of the following criteria education will be an added advantage ):

1.Graduated from a university ranked in the top 100 of QS/US News list
2.Undergraduate or higher education from a top 10 university in the location
3.Candidates who Achieve English IELTS 7.0 or TOEFL 100 and able to communicate in Chinese. As oversea assignment will be assigned; (in order to handle queries, concerns and feedback from other language speaking counterparts regarding the training and other restaurant operation-related matters.)

• Successful applicants will have the opportunity to assign assignments at overseas branches.

Investment Management Associate:

- Represent a top Global Bank

- Portfolio Management (Unit Trusts and Funds)

- Update investors on market movements

- Onboarding of new investors through Business Development

- Attend monthly investment monthly fund house talks and market updates (fully funded by company)

- Relationship Management with existing clients and external stakeholders

Training provided:

- Training by more than 30 Global Asset Managers such as BlackRock, JP Morgan, Goldman Sachs, Franklin Templeton, Schroders

- In-house training by professional and external trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Leadership Training

Why Join Us:

- Clear career progression

- Competitive salary

- Collaborative environment

- Monthly and Quarterly Incentives (Monetary and Non-Monetary)

Requirements:

- Able to work and communicate well in a highly collaborative environment

- Team Player

- Bachelor's Degree

- Go getter

- Candidates with a background in Wealth Management or Banking & Financial Services would have an added advantage

Our Client:

• Reputable Engineering Company
• 5 Days, Monday to Friday
• Location: East Region
• Up to $5000 per month

Responsibilities:

• Communicating with upper management to develop strategic program and to exert strategic influence to align project’s with business’s goals.
• Define project scope, objectives, project budget, schedule and technical requirements from strategic plans.
• Responsible for the smooth running of projects by tracking progress and updating management on status, budgets, irregularities and risks timely.
• Ability to manage organization’s operation costing against project budget and expenses to attain revenue realization.
• Business Partnering focus with customers and the ability to detect unstated assumptions, resolve conflicts and handle complex management issues.
• Recognize risks that can impact project success and measuring them throughout the lifetime of the project.
• Monitoring program and project performance of both internal and external service providers.
• Handle escalations professionally with vendors and customers.
• Ability to perform Scalability, Interoperability and Portability Analysis.
• Create comprehensive project documentation such as training guides, quality assurance guidelines and project reports.
• Able to manage large and diverse teams handling different project segments.
• Presenting data and updates to Senior Management on projects’ performance.

Requirements:

• Minimum Diploma Certificate in relevant disciplines.
• Possess Project Management Professional (PMP) Certificate or equivalent is preferred.
• Minimum 3 years experience in manufacturing industry.
• Have experience in overseeing projects from scratch.

For interested applicants, please click “Quick Apply”

We regret to inform that only shortlisted candidates would be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Quay Choon Lan Joanne (Guo Chunlan) | EA Reg No: R24121479
JTE Recruit Pte Ltd | EA Lic No: 14C7215

Position :***Project Management Manager***

Have experience in electrical installation.

Have experience in control system (PLC and instruments) installation.`

Have experience in VFD and Control Panel trouble shooting.

Can coordinate with our Taiwan office and Sub-Contractor for the project management.

Job Title:

Fund Management Associate:

- Represent a Top global bank

- Portfolio Construction and Portfolio Management

- Update investors on market movements

- Business Development to onboard new investors

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

- Relationship Management with existing clients

- Leading a Team of associates after 1 year

Training provided

- Monthly investment training by TOP fund houses (JP Morgan, Goldman Sachs, Franklin Templeton etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Management training

Requirements:

- Go Getter

- Able to communicate well with clients

- Teamplayer

- Polytechnic diploma / Full 'A' Level Cert / Degree

- Grads are welcome

- No experience

The buy side gains a competitive advantage by using Fusion, as their data is seamlessly integrated and combined across multiple sources into a single data model. Leveraging this model allows for data-driven insights downstream to generate investment and operational alpha. Fusion is a cloud-native data solution built for institutional investors that delivers end-to-end data management, analytics and reporting.

As a Product Development Associate within Fusion Securities Services Data Products Team, you will be responsible for leading the product strategy around core investment data products, inclusive of Fund Services container and data fabric solutions. Your role will involve idea generation, leading strategic initiatives and working across multiple lines of business. Furthermore, you will be responsible for spearheading product development, delivering value to clients and ultimately representing Fusion’s solutions.

Key Responsibilities:

• Manage all aspects of Fund Services (ABOR/IBOR) core investment data throughout the development process, including but not limited to defining product requirements, overseeing implementation, ensuring product adoption, continuous product expansion and demonstrating advocacy. Define strategic models to support internal as well as external Clients.

• Serve as a key leader in requirements gathering, service provider engagement and roadmap execution

• Document and maintain clear product requirements that will act as a guide for business and technical teams to build, launch and market products

• Identify and manage implementation of Data Quality rules to ensure timeliness, accuracy, and consistency of data

• Collaborate cross-functionally with multiple lines of business (Sales, Client Solutions, Engineering, Product, Data Science)

• Serve as a trusted advisor for Sales and Client Solution teams to lean on and establish long-term partnerships

• Identify expansion opportunities through market research and customer interactions to develop strategies that align with business objectives

• Monitor industry trends and competitor landscape

Qualifications

• Bachelor’s Degree in Financial related discipline

• Minimally 5 years of years of business and technology strategy experience in the financial and market data space

• Demonstrate strong relationship and interpersonal skills, along with the ability to interact with senior business and technology executives

• Familiarity with technical concepts, data models and a strong passion for product development

• Organize, prioritize and escalate critical issues and required information to facilitate efficient decision making; establish priorities, and provide oversight and guidance to team of those priorities

• Ability to distill widely variant feedback into root cause issues and provide actionable feedback to other stakeholders

• Excellent business presentation, writing and verbal communication skills

• Proven expertise in leading strategic product initiatives

• Strong facilitation, process and influencing skills

• Functional knowledge of common programming languages (such as Python or R) and database languages (such as SQL)

To apply for this position, please use the following URL:

https://ars2.equest.com/?response_id=dbc7aba5258b4c4fa0c0a19c880b168a

*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.

Cost Tracking and Analysis:

• Monitor and track costs across projects, operations, and logistics functions to ensure alignment with key stakeholders
• Perform monthly cost analyses to compare actuals against budgets, identifying variances and ends to support strategic decision-making.

Budgeting and Forecasting Support:

• Collaborate across departments to assist in forecasting activities, and help to develop and maintain cost-effective budgets.
• Prepare accurate cost forecasts and contribute to the budgeting process to support financial planning.

Reporting:

• Produce and provide regular reports on costs, budgets, and variances to keep stakeholders informed and facilitate transparency.
• Generate insightful cost and expenditure reports to support proactive cost management,

Project Cost Management:

• Manage project-specific cost tracking to ensure expenditures stay within budgeted limits and align with financial goals.
• Conduct spot checks on cargo and post-project cost reviews to assess profitability, addressing overspending when identified.

Invoicing and Activity Tracking:

• Generation and processing of invoices, Keeping and maintaining records of contracts, sales agreements, services, and activities are in cost tracker accurately.
• Support accounts receivable (AR) tracking by updating records and ensuring timely invoicing.
• Organize and document all invoices for easy access and retrieval.

Customer Service and Issue Resolution:

• Address customer inquiries and disputes about invoices, handling adjustments, and clarifying incorrect charges.
• Collaborate with finance, operations, and customer care to resolve invoicing issues promptly and enhance customer satisfaction.

At Summit Planners Crusaders Pte. Ltd., we empower individuals and businesses to achieve their financial goals with confidence and clarity. As a leading financial planning and wealth management firm, we pride ourselves on delivering innovative strategies, personalized solutions, and a commitment to long-term client success.

We are seeking a dynamic and motivated Wealth Management Specialist to join our team. If you are passionate about financial planning, building meaningful client relationships, and driving impactful results, we’d love to hear from you.

Key Responsibilities:

• Client Portfolio Management: Develop, manage, and optimize tailored financial portfolios for clients, ensuring alignment with their goals and risk tolerance.
• Financial Analysis & Strategy: Conduct in-depth assessments of clients’ financial situations and create comprehensive strategies for wealth growth, preservation, and transfer.
• Investment Advisory: Provide expert advice on investment products, insurance plans, retirement solutions, and other wealth-building tools.
• Relationship Building: Cultivate and maintain strong client relationships through regular communication, reviews, and proactive updates on market trends.
• Market Expertise: Stay informed about global financial markets, economic trends, and regulatory changes to provide timely, relevant advice.
• Team Collaboration: Work closely with internal teams to deliver a seamless and holistic financial planning experience.

Qualifications and Skills:

• Educational Background: Degree in Finance, Business Administration, Economics, or a related field. Professional certifications (e.g., CFP, CFA, or equivalent) are highly valued. Local Diploma are welcome.
• Experience: Proven track record in financial advisory, wealth management, or related roles. Fresh gradcate are welcome for junior role.
• Communication: Exceptional interpersonal, presentation, and negotiation skills.
• Analytical Ability: Strong quantitative skills with the ability to interpret complex financial data and market insights.
• Client-Centric: A genuine passion for helping clients achieve their financial aspirations.
• Self-Driven: Highly motivated, goal-oriented, and capable of working independently or as part of a team.

What We Offer:

• Growth Opportunities: Clear career progression pathways and access to advanced training programs.
• Supportive Environment: A collaborative team culture that fosters innovation and professional development.
• Attractive Compensation: Competitive salary package with performance incentives and bonuses.
• Work-Life Balance: Flexible working arrangements and employee wellness initiatives.
• Recognition: Be part of a reputable company that values excellence, ethics, and client satisfaction.

How to Apply:
If you’re ready to take your career in wealth management to new heights, submit your resume and a cover letter to [email protected] with the subject line: Application for Wealth Management Specialist – Your Full Name or click Apply Now.

Join Summit Planners Crusaders Pte. Ltd., and help us shape brighter financial futures for our clients and community.