Job Description

• Coordinate with Product Development teams, Operations and other functional counterparts on daily basis.
• Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
• Assist the Relationship Manager in providing the periodic investment market updates, placement and execution of the OTC and listed investment trades covering FX, bonds, equities, funds and structured products.
• Provide administrative and client support to Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data (e.g. contact lists, account numbers, facilities details, etc.)
• Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
• Ensure superior customer service and contribute to the overall customer experience of the Bank.
• Perform other duties and responsibilities as assigned by the Supervisor.

Requirements

• Degree in Business Major in Finance/Economics/Commerce/Accountancy or any other relevant education.
• Strong communication and organizational skills, with the ability to interact with Chinese-speaking clients.
• Fresh Graduates with related internship experience are welcome to apply.
• Immediate availability will be an added advantage.

Basic up to $4200 Plus allowance and Commission

Banking working environment

Entry level into the banks

Fantastic Career Progression

Description

• Highly motivated individuals to promote and acquire New to Bank and existing customers by cross-selling the value propositions of banking facilities such as credit cards, banking accounts, or fund transfer programs to various consumer segment
• Engage & build good relationships with customers, generate sales referrals & deliver good client experience
• Good follow-up skills and ensuring customers' applications and documentation are completed for processing timely
• Requires to meet performance standards, business goals, and sales targets
• Able to present effectively and communicate comfortably to customers face-to-face or through telemarketing activities

Qualifications

• Minimum Diploma qualifications
• The candidate must be confident, meticulous, possess good interpersonal and follow-up skills
• Candidate needs to have good communication & customer service skills
• Sales-oriented and self-motivated candidate to excel in sales targets and goals
• A team player with the ability to multi-task & thrive in a banking sales environment
• Computer literate, proficient with use of MS Office & Outlook
• Candidates without sales experience may apply

For faster response, please email your updated resume in MS Words format with the following details to [email protected]

1) Last Drawn Salary
2) Expected Salary
3) Recent Photo
4) Reason(s) for Leaving
5) Availability Period
6) References

Steven Chan
Registration No: R1105423
EA License No: 08C5257

Job Summary

• To achieve financial and non-financial targets by acquiring, growing and retaining profitable CCIB customers within acceptable risk parameters
• Contribute toward achieving the team and segments overall target and delivering optimal portfolio return.
• Collaborate and build effective partnerships with other relationship managers and segment heads, as well as colleagues in CDD teams and partners in risk, compliance, other support functions, and product

Responsibilities

Business

• Achieve agreed upon individual financial and non-financial targets while contributing towards team’s overall deliverables through:
• Effectively generating new business – identify prospects and convert in line with the Bank’s appetite
• Strategically formulating account plan – provide clients need-based solutions, structure appropriate credit facility, and execute various banking transactions
• Proactively building trusted client relationships – maintain a portfolio of active and growing customers
• Market and sell broad range of products including trade service, cash management, treasury and corporate finance
• Support the credit analysis team with credit and facility applications for clients while ensuring annual review on a timely basis
• Work closely with the credit team to ensure good quality lending decisions are made; to ensure the strict adherence to the prevailing EAR / credit policy
• Implement agreed upon business plan to achieve sales/ revenue targets
• Generate creative ideas for customer acquisition and products/ services
• Regularly provide market and client feedback to the team and peers on new and anticipated financial and service needs and recommend appropriate improvements to processes on new products
• Maintain a high level of professionalism in client engagement, internal stakeholder management and other business conduct
• If the portfolio has a sub-credit /EA account then actively managing account to maximise recoveries and minimise losses for the bank for the accounts.

Processes

• Drive continuous improvement of the operational efficiency and effectiveness of processes to increase the consistency of systems and processes.
• Support the framework for effective management of operational risks across the Business and compliance with applicable internal policies, and external laws and regulations at a global level.
• Support the execution of Business strategy in a safe and well-controlled manner and on an end-to-end basis – incorporating infrastructure requirements and ensuring that they are fit-for-growth.
• Ensure CDD profiles are error free for timely sign off
• Follow and comply with AML CDD policies and procedures where applicable
• Identify KYC issues, provide solution or escalate to line manager if necessary
• Ensure internal / external KYC requirements are adhered to AML CDD policies and procedures
• Timely handling of customer issues, complaints, and product enquiries in accordance with established procedures

People and Talent

• Embed the Group’s values and culture with the team and beyond
• Coach peers and other staff wherever appropriate and needed
• Partner effectively with internal stakeholders to deliver effective client solutions

Governance

• Ensure relevant systems and controls pertaining to the role remit are in compliance with Group and Business policies, procedures, standards and codes, including those governing all Risk types, Compliance, Operational Risk, Technology and Operations, Finance and Reputation
• Ensure adherence with the following Regulatory Compliance policies and processes (as is applicable):
• Anti-Money Laundering (AML) and all applicable money laundering prevention procedures
• Client Due Diligence & Related Periodic Reviews
• Client Suitability Standards
• Treating Customers Fairly
• Approval & review of Credit Applications
• Maintain Documentary standards
• Data Confidentiality
• Cross-Border Policy
• Sanctions
• Environmental and Social Risk Management (ESRM)
• Anti-Bribery and Corruption (ABC)
• Embed the Group’s values and code of conduct to ensure that adherence with the highest standards of ethics, and compliance with relevant policies, processes and regulations among employees form part of the culture
• Engage with all audit report findings and ensure feedback is acted upon

Risk Management

• Abide by appropriate frameworks to guarantee that business is carried out within the Group’s risk appetite and relevant risks are appropriately managed in conjunction with line managers other stakeholders.
• Ensure compliance with the highest standards of regulatory conduct and compliance standards and practices as defined by internal and external requirements. This includes compliance with regulations and guidelines on Sanctions, Anti-Money Laundering (AML), and Environmental and Social Risk Management (ESRM).
• Abide by the Group’s values and code of conduct and foster a robust culture to ensure that adherence with the highest standards of ethics, and compliance with relevant policies, processes and regulations among employees.
• Ensure that Risk Management matters that are brought to the job holder’s attention are subject to direct remedial action and/or ensure adequate reporting to the relevant superiors and/or Risk Committees.
• Do what is right in order to avoid reputational risks and operational losses

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.
• Lead the Business to achieve the outcomes set out in the Bank’s Conduct Principles: Fair Outcomes for Clients; Effective Operation of Financial Markets; Financial Crime Prevention; The Right Environment.*
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Other Responsibilities

• Embed Here for good and the Group’s brand and values
• Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures
• Work effectively across SCB, using values behaviours to drive overall business growth

Key Stakeholders

Internal:

• Colleagues in CIB and CM teams, Product, Risk, Compliance and other support Functions and Businesses

External:

• Clients

Our Ideal candidate

· Bachelor degree in Banking, Economics, Finance or Accounting preferred.

· 10 years experience in banking with local Singapore corporates

Role Specific Technical Competencies

• Business Acumen
• Risk Management
• Client Relationship Management
• Managing Changes
• Planning: Tactical, Strategic
• Financial Analysis
• Business Acumen
• Risk Management
• Client Relationship Management
• Managing Changes
• Planning: Tactical, Strategic
• Financial Analysis

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

Responsibilities

• Prospect for new SME customers and pro-actively market our financial solutions to meet their needs
• Manage and service your portfolio of accounts
• Prepare credit proposals including financial analysis
• Generate and achieve revenue target assigned

Requirements

• Degree holder preferably from the business / finance / accounts discipline
• Highly self-motivated, confident, tenacious and results driven
• A self-starter and a team player
• Hardworking, good working attitude, perseverance and resilience
• Good writing, communication and interpersonal skills
• Good understanding of accounting and financial statements

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

Basic up to $4200 Plus allowance and Commission

Banking working environment

Entry level into the banks

Fantastic Career Progression

Description

• Highly motivated individuals to promote and acquire New to Bank and existing customers by cross-selling the value propositions of banking facilities such as credit cards, banking accounts, or fund transfer programs to various consumer segment
• Engage & build good relationships with customers, generate sales referrals & deliver good client experience
• Good follow-up skills and ensuring customers' applications and documentation are completed for processing timely
• Requires to meet performance standards, business goals, and sales targets
• Able to present effectively and communicate comfortably to customers face-to-face or through telemarketing activities

Qualifications

• Minimum Diploma qualifications
• The candidate must be confident, meticulous, possess good interpersonal and follow-up skills
• Candidate needs to have good communication & customer service skills
• Sales-oriented and self-motivated candidate to excel in sales targets and goals
• A team player with the ability to multi-task & thrive in a banking sales environment
• Computer literate, proficient with use of MS Office & Outlook
• Candidates without sales experience may apply

For faster response, please email your updated resume in MS Words format with the following details to [email protected]

1) Last Drawn Salary
2) Expected Salary
3) Recent Photo
4) Reason(s) for Leaving
5) Availability Period
6) References

Steven Chan
Registration No: R1105423
EA License No: 08C5257

Salary Range: $3800 to $5000

Start date: Feb 2025

Flexibility: Part-time arrangement (3 days a week) is also possible

Responsibilities

• Work closely to formulate and implement strategic plan for Mid-Tier Corporates
• Help in the identification of potential client relationships
• Help interactions with clients and strengthen our relationships with Mid Tier Corporates & SEA companies
• Ensure that the Bank is in possession of all required facility documents duly executed by the client.
• Initiate KYC process and review the Account on a periodic basis in supporting their business offshore.
• Initiate prospects and assess opportunities for an assigned portfolio of corporate (but not limited to) relationship and new clients.
• Develop a close working relationship with all departments/ sub-departments in order to contribute to overall business development within the SEA Region.
• Conduct analysis on clients’ financial health and needs as well as their industries/ markets on regular basis
• Collect credit request and documents from the clients for our offshore business.
• Collect credit request and documents from the clients and conduct initial analysis, acquiring and evaluating new accounts, structuring credit facilities, performing credit assessment of financial statements, cash flow projections, periodic credit reviews of the existing accounts and loan documentations.
• Perform any other ad-hoc tasks when assigned.

Requirement

• Minimum Degree in Banking or related field

Jessica Nguyen Huynh Thanh Truc

Recruiter (R23113787)

EA License No. 99C4599

A leading Chinese global bank with a strong presence in Singapore is seeking an experienced Corporate Banking Relationship Manager to join their team, specializing in Chinese Large Corporates. This is a fantastic opportunity to leverage your skills in corporate banking, relationship management, and credit analysis while working with high-profile Chinese clients. If you have a passion for managing key client relationships and providing tailored financial solutions, this role is for you!

Key Responsibilities:

• Build and maintain strong relationships with Chinese large corporate clients, delivering customized corporate banking solutions such as trade finance, corporate loans, and cash management.
• Proactively identify cross-selling opportunities to drive business growth across various banking products and services.
• Prepare and present detailed credit proposals and financial assessments in Mandarin and English, ensuring compliance with internal and regulatory standards.
• Monitor and manage a credit portfolio, applying sound credit risk management practices.
• Collaborate closely with internal departments (credit, compliance, operations) to structure deals that meet client needs.
• Stay updated on the latest market trends, regulatory requirements, and competitor activities impacting Chinese large corporates.

Key Requirements:

• At least 5 years of experience as a Corporate Banking Relationship Manager or similar, with a focus on handling Chinese large corporates.
• Strong knowledge of corporate banking products, including trade finance, loan syndication, cash management, and cross-border financing.
• Bachelor’s degree in Finance, Business, or a related field.
• Fluency in Mandarin is essential, both written and spoken, as you will need to prepare credit papers and communicate with Chinese-speaking clients.
• Proven track record in managing credit portfolios, assessing financials, and preparing in-depth financial analyses.
• Excellent interpersonal, negotiation, and relationship management skills to build long-lasting client partnerships.

This is an incredible opportunity for an ambitious professional looking to expand their career in corporate banking with a focus on Chinese large corporates. If you’re looking for a role that offers growth, exposure to top-tier clients, and the chance to work in a dynamic international bank, we encourage you to apply!

Apply now: [email protected]

Glenn Wong
Financial Services Business Lead
R1106685

Salary Range: $3800 to $5000

Start date: Feb 2025

Flexibility: Part-time arrangement (3 days a week) is also possible

Responsibilities

• Work closely to formulate and implement strategic plan for Mid-Tier Corporates
• Help in the identification of potential client relationships
• Help interactions with clients and strengthen our relationships with Mid Tier Corporates & SEA companies
• Ensure that the Bank is in possession of all required facility documents duly executed by the client.
• Initiate KYC process and review the Account on a periodic basis in supporting their business offshore.
• Initiate prospects and assess opportunities for an assigned portfolio of corporate (but not limited to) relationship and new clients.
• Develop a close working relationship with all departments/ sub-departments in order to contribute to overall business development within the SEA Region.
• Conduct analysis on clients’ financial health and needs as well as their industries/ markets on regular basis
• Collect credit request and documents from the clients for our offshore business.
• Collect credit request and documents from the clients and conduct initial analysis, acquiring and evaluating new accounts, structuring credit facilities, performing credit assessment of financial statements, cash flow projections, periodic credit reviews of the existing accounts and loan documentations.
• Perform any other ad-hoc tasks when assigned.

Requirement

• Minimum Degree in Banking or related field

Jessica Nguyen Huynh Thanh Truc

Recruiter (R23113787)

EA License No. 99C4599

• Build and grow relationships with clients.
• Identify new business opportunities and prospects.
• Collaborate with teams to create business solutions.
• Conduct financial analysis and support credit processes.
• Ensure compliance with policies and procedures.

Requirements:

• Minimum Degree in Business/Banking and Finance.
• Keen interest in finance/banking industry.

Interested candidates please send in your resume to:

Yvonne Suan Ying Zhen

CEI No: R24122857

Email: [email protected]

EA License No: 99C4599

*All information will be treated with strictest confidence. We regret that only short-listed applicants will be notified.

Basic up to $4200 Plus allowance and Commission

Banking working environment

Entry level into the banks

Fantastic Career Progression

Description

• Highly motivated individuals to promote and acquire New to Bank and existing customers by cross-selling the value propositions of banking facilities such as credit cards, banking accounts, or fund transfer programs to various consumer segment
• Engage & build good relationships with customers, generate sales referrals & deliver good client experience
• Good follow-up skills and ensuring customers' applications and documentation are completed for processing timely
• Requires to meet performance standards, business goals, and sales targets
• Able to present effectively and communicate comfortably to customers face-to-face or through telemarketing activities

Qualifications

• Minimum Diploma qualifications
• The candidate must be confident, meticulous, possess good interpersonal and follow-up skills
• Candidate needs to have good communication & customer service skills
• Sales-oriented and self-motivated candidate to excel in sales targets and goals
• A team player with the ability to multi-task & thrive in a banking sales environment
• Computer literate, proficient with use of MS Office & Outlook
• Candidates without sales experience may apply

For faster response, please email your updated resume in MS Words format with the following details to [email protected]

1) Last Drawn Salary
2) Expected Salary
3) Recent Photo
4) Reason(s) for Leaving
5) Availability Period
6) References

Steven Chan
Registration No: R1105423
EA License No: 08C5257

Location: Central
Working Hours: Mon- Fri 9am- 6pm
Basic UP $5000 + $60 mobile allowance + 2 times Bonuses

Job Responsibilities

• Seek out potential clients and business prospects for secured lending (Property).
• Actively promote the company's range of financial products and offer guidance on loans to address customer financing requirements.
• Maintain steady growth and achieve pre-set business targets.
• Proactive monitoring of portfolio accounts to achieve maximum profitability and identify new business opportunities.
• Strengthen involvement with key partners and proactively build and manage long-term partnerships
• Prepare credit proposals involving financial analysis.
• Partake in sales and marketing activities in generating prospects.
• Identify, develop, and implement marketing strategies to maintain competitiveness.

Requirements

• Diploma or Degree in Business Management, Finance or related fields.
• Minimum 2 years working experience in the account management, sales or sales support roles
• Candidates should have SME loan experience and relevant contacts (with SMEs and Loan brokers) to source for loan deals.
• Strong acquisition, confidence and result oriented to work well under pressure.
• Meticulous in documentation work
• Experience in term loans and mortgage loans is a plus

All Successful candidates can expect a very competitive remuneration package and a comprehensive range of benefits.

Kindly email your resume in a detailed Word format

We regret that only shortlisted candidates will be notified

People Profilers Pte Ltd

Tel: 6950 9754

EA Registration Number: R22110899

EA License number: 02C4944

EA Personnel: Celeste Wong Xin Yann

Job Highlights

• Great teamwork, politic-free and friendly work environment for growth
• Young and creative team
• Encourages work-life balance
• Competitive remuneration package
• Positive growth of business portfolio

Job Summary

As an Assistant Relationship Manager, you will play a crucial role in supporting the Business Relationship Manager in managing and cultivating relationships with clients.

This role provides a unique opportunity for career advancement, with the potential for grooming into a Relationship Manager position. As you demonstrate dedication, proficiency, and a proactive approach, you will be exposed to learning experiences and mentorship that contribute to your professional development. This growth path aligns with our commitment to nurturing talent from within the organization.

Job Description (Role & Responsibilities)

• Liaise with client to complete credit application, financial data and documentation.
• Assist Business Relationship Manager in credit evaluation.
• Process credit memo.
• Operational and credit verification including site visit when necessary
• Review loan requests and client’s financial status.
• Maintain updated records of loan applications and monitor progress of existing loans.
• Approach potential clients to establish relationship
• Understand client needs and develop plans and solutions to address them
• Support in department related activities e.g. exhibition, roadshow, event, site visit, etc. both indoor and outdoor

Who are we looking for?

Requirements

• Minimum 2 years of working experiences.
• Experience in SME/Credit Companies is an added advantage
• Knowledge to analyze Company Audit report is an added advantage
• Proactive, energetic, and possessing strong business acumen along with excellemt networking capabilities.
• High integrity, adept at communicating with individuals at all organizational levels, and open-minded with a determined work ethic.
• Demonstrates a strong determination to achieve goals and overcome challenges.
• Takes proactive steps and demonstrates initiative to take on tasks independently.
• Hard-working and diligence in carrying out responsibilities.
• A Goal Go-Getter to achieve objectives and meet targets.
• Hungry to Succeed in their role.
• An enthusiastic learner to acquire new knowledge and skills.
• Excellent communication and listening skill

Where are we?
• Ideal Location, located within The Plaza, adjacent to the prestigious Park Royal Hotel
• Near to Bugis MRT Station (5 mins walk)
• Surrounded by plenty choice of food, shopping and public transport eg Arab street
• No CBD charges-Just outside CBD restricted area.

ONLY SHORTLISTED CANDIDATES WILL BE NOTIFIED

Additional Information

Career Level

First-line management

Qualification

Higher Secondary/Pre-U/’A’ Level, Diploma, Advanced/Higher/Graduate Diploma, Bachelor’s Degree, Post Graduate Diploma, Professional Degree”

Years of Experience

3 years in finance industry

Job Type

Full-Time , 5-day work week

Company Overview

Being a part of a business that's growing rapidly can be an exhilarating experience!
At Planworth, we offer customized working capital solutions for organization sizes ranging from small and medium-sized enterprises (SMEs) to large-sized companies eg List Co. Addressing our clients’ financial goals with tailored financial working capital solutions at every stage of their business journey to aid them in achieving their business goals and objectives.

Through our innovative financing solutions and proprietary SME-friendly credit scoring system, we are able to address the evolving needs of SMEs/larger and even boost growth and evolvement of large companies alike. Our team of experts provides valuable innovative and customized financial advice that are best catered to meet our client’s current standing and bring them towards their business goals.

At Planworth, we're dedicated to the growth of companies in aiding bring them closer towards their goals, and milestones, and hence building a stronger economy in the process.

We always endeavour to do what is right consistently. With the strong aspiration, we work as one team to build a strong future and pursue long-term success not only for our clients but also for our family at Planworth. We pride ourselves for being an exceptional company in many ways, which has brought upon smiles and satisfaction to our clients and stakeholders; our highly rated feedback from clients on Google is a testament to our exceptional service and solutions provided.

With our focus on offering a customized range of working capital solutions such as Contract/Project Financing, Pre and Post Factoring, and supply chain financing, we are well-positioned to cater to a wide range of organizations from SMEs to larger companies.

With our speciality in providing a customizable range of working capital solutions, along with our core values of Passion, Respect, Integrity, and Accountability, we are on track to achieving our goals of becoming one of the most preferred and competitive companies in the working capital solutions industry in the region.
Planworth's commitment to doing what is right and our focus on innovation and SME-friendly solutions are all built on a foundation of trust.

Why One Should Join Us
Planworth is an organization that not only values but also commits to nurturing our talents. With our existing team of leaders and staff that has powered Planworth’s growth year on year, we work with you to unleash your talent to power your capability and live up to your full potential. We are merit based with digital tools and systems in place to guide your career development and achieve your goals. We provide you with the avenue and opportunity to explore into your learning potential and career goals through our well-structured career development and training programs. We invest greatly in R&D, ensuring that we are in-line with the ever-evolving digital environment which provides you with the right tools to be in tandem with the ever-evolving digital environment to empower you to becoming valuable stars of tomorrow in the industry.

Joining Planworth means being part of a team of leaders and staff who are dedicated to achieving excellence and success. Come and be part of Planworth’s culture of excellence!

“Helping clients achieve their financial goals is our greatest honour”.

Who We Are
Planworth Global Factoring (Singapore) Pte Ltd is a qualified factoring company in Singapore that is accredited by the Singapore Government on the Vendors@Gov portal to provide working capital financing needs to vendors of the Singapore Government.

Planworth Global Factoring (Singapore) Pte Ltd was awarded the SME 500 award for year 2021 as it recognized Planworth’s ability to display resilience, business continuity, operational and staff excellence to transform and support the aspiration of its clients despite the COVID-19 pandemic being a challenge for businesses locally and globally. In the subsequent years Planworth S’pore went on to achieve consecutive awards for SME500 2022 and SME500 2023 award as an attestation to its business standards, qualities, performance, and prestige commercial status .Its founder, Dato' Kuek, has also been awarded the Entrepreneur 100 Award 2022 as well as the “Best Performing Entrepreneur of the year for Financial Services” Award in recognition of his exceptional business acumen and leadership as well as his impact on the industry.

Planworth S’pore is associated with the Grand Columbia Group (The Group), which was established in 1992 with headquarter at Kuala Lumpur, Malaysia. The Group has diversified business interest in Asia Pacific and is fast expanding through organic growth and acquisitions.

The Group is a regional company with multi-million USD asset investments in Malaysia, Singapore, Papua New Guinea (PNG) and China. Its portfolio includes Finance and Banking, Trade and Supply Chain Finance, Property Investment & Development, Manufacturing, Shipping, Telecommunications and Insurance. The Group website is at www.grandcolumbia.com.

In 1998, The Group has successfully acquired MBF Finance (PNG) Limited, a licensed financial institution under the supervision of the Bank of Papua New Guinea. MBF Finance (PNG) Limited was previously owned by MBF Finance Berhad in Malaysia, which at that time was a subsidiary of one of the Asia largest licensed Deposit taking financial institution. Since the acquisition, to reflect the vision of the new shareholder, it became Finance Corporation Limited or FinCorp (www.fincorp.com.pg), a leading licensed financial institution in Papua New Guinea.

Planworth headquarters - Planworth Malaysia Sdn Bhd, located in Kuala Lumpur, Malaysia, is registered with Ministry of Finance (MOF) Malaysia to finance Government, GLC and Private Sectors contractors, vendors, and suppliers. Planworth M’sia is a member of Factors Chain International (FCI) that represents the international factoring industry. The other bank member is RHB. Planworth M’sia has won many awards and is No 1 and the largest Non-Bank Factoring in M’sia .

Planworth Malaysia’s accomplishments are being recognised and reaffirmed by government agencies as a Recipient of the Smart Automation Grant from MDEC, Recipient of Market Development Grant from MATRADE, and its collaboration with the Centre for Entrepreneur Development and Research (CEDAR), SME Bank under the SCOREXCESS initiative, supporting of government in developing financial ecosystem for SMEs/Entrepreneur development. In the competitive commercial world, Planworth Malaysia was awarded the SME100 Award 2021 as the winner of fast-moving company despite of the challenges imposed during the COVID pandemic. Its dependability and financial strength are also reaffirmed by CTOS Credit Excellence Award 2021 .This excellent accomplishment continues into year 2022 - as a winner of Best SME in financial services Industries and Best Top Entrepreneur in Finance Industries from Malaysian Entrepreneur Foundation. All these awards achieved over the years are meriting our glowing reputation of being "A class Above" all.

WITH PLANWORTH, YOUR DREAMS BECOME POSSIBLE!

JOB SUMMARY

• To manage Branch operational risk and ensure controls are in place
• To comply with the processes on cash handling and branch operations as per Branch Operations Manual
• Assist the BOCEM on the day to day running of branch operations
• To resolve client complaints/feedbacks/issues and manage clients service expectations
• Support the branch in achieving its business objectives within regulations and guideline of external regulatory bodies and the bank
• Activate, educate & direct clients to utilise digital/self- service terminal (SST) channels
• Generate new sales opportunities through referral (excluding insurance and investment)
• To be proactive in improving workflows / internal processes in branch

RESPONSIBILITIES

Branch Operations

• Granting transaction approval and overrides for all CER/ Senior CER within delegation limit
• Checking and approval of Application / Service Request documentations for all products / services.
• Collection of cheques from Quick Cheque Deposit box & batch for processing under dual control
• Review of all Daily/Monthly Reports via Report-to-Web (except GL Reports to be reviewed by BOSM)
• To scrutinize reports/schedules for unusual entries which may require further investigations / Escalations if required
• To raise any Suspicious Transaction Report (STR) if necessary
• Review of Daily Transaction Vouchers
• Stock Control – Custodian for Cashier’s Orders, Savings Passbooks, MLI Cards, Captured MLI/Credit Cards, Cheque Books and any others pending clients’ collection.
• Ensure all Drafts application, Telegraphic Transfer applications, standing instruction, GIRO, Payplus, Clients’ Requests are scanned / batched with appropriate authorization to relevant departments for processing on time
• Collate data/information related to branch reporting.- Accurate & Timely Submission
• Reporting of Daily, Weekly and Monthly Returns where applicable
• Reporting of any other Ad hoc information required from time to time
• Assist in answering phones, general enquiries and investigations.
• Branch Cash Operations In absence of BOCEM, CEOM to assume role of Cash Officer (Keyholder / Safe Combination Holder where applicable).
• To execute controls on cash within the present guidelines of the Bank

Limits Management

• Ensure the overall cash is within the Branch Cash Holding limits (end of day Branch limits)
• Ensure all Client Experience Representative (CER)/ Senior Client Experience Representative (CER) do not exceed intra-day limit /end of day cash limit
• Maintenance of Cash position in all auxiliary Services – ATM/CDM
• Escalate in the event of breaching branch cash holding limits to Branch Manager. Inform also via email the Head, Branch Operations and provide reasons / justifications on the breach
• Raise RMS for change of transaction limits when necessary (e.g. upgrade from CL5 to CL4)

Approvals, Controls & Reconciliations

• Ensure dual control operation of the Cash Vault/ATM/CDM
• Granting transaction approval and overrides for all CER/ Senior CER within delegation limit
• Approve movement of cash to and from vault with Senior CER under dual control and confirm denomination and value input in eBranch System
• Approve cash indent and return to MAS/Battery Road Branch via CISCO
• Perform Surprise Cash Checks at a pre-determined frequency
• Daily reconciliation of physical cash in Vault/ATM/CDM with - Senior CER under dual control
• Perform daily checks (random sample of 5% or 5, whichever is lower) on signature verification, transaction validation and technical details for each CER/ Senior CER’s Debit transactions within the CER/ Senior CER’s limit and sign off on the vouchers as evidence of checks.
• All staff to refer to Cash Operations Manual in Knowledge One for full details

Management of Service Delivery

• Ensure clients are being served within stipulated standard (refer to scorecard)
• Assist clients in queries; handling feedbacks, complaints that are escalated by CER/Sales staff which includes escalated exceptional investigations and queries and liaising with other functions/department

Referrals

• Generate new sales opportunities by proactively referring client with banking needs to respective Sales Staff for cross-selling & upselling, (except insurance and investment)
• To activate, educate & direct clients to utilise digital/self service terminal (SST) channels

Compliance / Operational Risk

• Dual Control to be observed at all times
• To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Line Manager & Transaction Monitoring Unit.
• Ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities, including controls relating to Guidelines on Fair Dealing and Treating Clients Fairly outcomes

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.
• Lead to achieve the outcomes set out in the Bank’s Conduct Principles

Key Stakeholders

• Client Network
• Branch Manager
• Branch Staff
• Branch Central Team

Our Ideal Candidate

• Diploma or Degree holder
• Good verbal and written communication skills
• 2 years of relationship service management experience in retail banking

Role Specific Technical Competencies

• Cash Handling
• Customer service
• Written and verbal communication
• Attention to details
• Microsoft office skills- Outlook, Excel, Word

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

JOB SUMMARY

• To manage Branch operational risk and ensure controls are in place
• To comply with the processes on cash handling and branch operations as per Branch Operations Manual
• Assist the BOCEM on the day to day running of branch operations
• To resolve client complaints/feedbacks/issues and manage clients service expectations
• Support the branch in achieving its business objectives within regulations and guideline of external regulatory bodies and the bank
• Activate, educate & direct clients to utilise digital/self- service terminal (SST) channels
• Generate new sales opportunities through referral (excluding insurance and investment)
• To be proactive in improving workflows / internal processes in branch

RESPONSIBILITIES

Branch Operations

• Granting transaction approval and overrides for all CER/ Senior CER within delegation limit
• Checking and approval of Application / Service Request documentations for all products / services.
• Collection of cheques from Quick Cheque Deposit box & batch for processing under dual control
• Review of all Daily/Monthly Reports via Report-to-Web (except GL Reports to be reviewed by BOSM)
• To scrutinize reports/schedules for unusual entries which may require further investigations / Escalations if required
• To raise any Suspicious Transaction Report (STR) if necessary
• Review of Daily Transaction Vouchers
• Stock Control – Custodian for Cashier’s Orders, Savings Passbooks, MLI Cards, Captured MLI/Credit Cards, Cheque Books and any others pending clients’ collection.
• Ensure all Drafts application, Telegraphic Transfer applications, standing instruction, GIRO, Payplus, Clients’ Requests are scanned / batched with appropriate authorization to relevant departments for processing on time
• Collate data/information related to branch reporting.- Accurate & Timely Submission
• Reporting of Daily, Weekly and Monthly Returns where applicable
• Reporting of any other Ad hoc information required from time to time
• Assist in answering phones, general enquiries and investigations.
• Branch Cash Operations In absence of BOCEM, CEOM to assume role of Cash Officer (Keyholder / Safe Combination Holder where applicable).
• To execute controls on cash within the present guidelines of the Bank

Limits Management

• Ensure the overall cash is within the Branch Cash Holding limits (end of day Branch limits)
• Ensure all Client Experience Representative (CER)/ Senior Client Experience Representative (CER) do not exceed intra-day limit /end of day cash limit
• Maintenance of Cash position in all auxiliary Services – ATM/CDM
• Escalate in the event of breaching branch cash holding limits to Branch Manager. Inform also via email the Head, Branch Operations and provide reasons / justifications on the breach
• Raise RMS for change of transaction limits when necessary (e.g. upgrade from CL5 to CL4)

Approvals, Controls & Reconciliations

• Ensure dual control operation of the Cash Vault/ATM/CDM
• Granting transaction approval and overrides for all CER/ Senior CER within delegation limit
• Approve movement of cash to and from vault with Senior CER under dual control and confirm denomination and value input in eBranch System
• Approve cash indent and return to MAS/Battery Road Branch via CISCO
• Perform Surprise Cash Checks at a pre-determined frequency
• Daily reconciliation of physical cash in Vault/ATM/CDM with - Senior CER under dual control
• Perform daily checks (random sample of 5% or 5, whichever is lower) on signature verification, transaction validation and technical details for each CER/ Senior CER’s Debit transactions within the CER/ Senior CER’s limit and sign off on the vouchers as evidence of checks.
• All staff to refer to Cash Operations Manual in Knowledge One for full details

Management of Service Delivery

• Ensure clients are being served within stipulated standard (refer to scorecard)
• Assist clients in queries; handling feedbacks, complaints that are escalated by CER/Sales staff which includes escalated exceptional investigations and queries and liaising with other functions/department

Referrals

• Generate new sales opportunities by proactively referring client with banking needs to respective Sales Staff for cross-selling & upselling, (except insurance and investment)
• To activate, educate & direct clients to utilise digital/self service terminal (SST) channels

Compliance / Operational Risk

• Dual Control to be observed at all times
• To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Line Manager & Transaction Monitoring Unit.
• Ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities, including controls relating to Guidelines on Fair Dealing and Treating Clients Fairly outcomes

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.
• Lead to achieve the outcomes set out in the Bank’s Conduct Principles

Key Stakeholders

• Client Network
• Branch Manager
• Branch Staff
• Branch Central Team

Our Ideal Candidate

• Diploma or Degree holder
• Good verbal and written communication skills
• 2 years of relationship service management experience in retail banking

Role Specific Technical Competencies

• Cash Handling
• Customer service
• Written and verbal communication
• Attention to details
• Microsoft office skills- Outlook, Excel, Word

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

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

Skills and experience required

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

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

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

[Job ID: 401769]

Responsibilities:

• Develop and maintain long-term relationships with priority banking clients by providing tailored financial solutions that meet their individual needs.
• Manage a portfolio of priority banking clients, ensuring a high level of customer satisfaction and retention.
• Build trust and credibility with clients through regular meetings, understanding their financial needs, and offering suitable products and services.
• Conduct professional, consultative financial analysis and profiling to understand clients' financial goals and objectives.
• Provide expert advice on a wide range of financial products, including investments, insurance, loans, and other wealth management solutions.
• Stay informed about market trends, economic conditions, and new financial products to offer clients the best options.
• Achieve sales targets for new business acquisition, cross-selling, and up-selling of financial products to clients.
  Identify and source new clients through referrals, networking, and marketing activities.
• Actively pursue opportunities to expand the client base and increase wallet share.
• Foster strong, ongoing relationships with clients to ensure their continued business and satisfaction.
• Proactively address client concerns and resolve issues to maintain client loyalty.
• Implement strategies to reduce client attrition and retain key accounts.
• Continuously monitor the performance of clients' portfolios and make recommendations to optimize financial outcomes.
• Review clients’ financial goals regularly to ensure alignment with their evolving needs and market conditions.
• Provide high-quality and efficient after-sales service, ensuring client satisfaction and addressing any concerns promptly.
• Offer tailored solutions to resolve clients’ banking or investment needs in a timely manner.

Requirements:

• Prior experience as a Relationship Manager within Priority/Privilege/Premier Banking.
• Personal Bankers with a proven sales track record or Financial Advisors qualified for MDRT are encouraged to apply.
• Demonstrated sales expertise and ability to work with high-net-worth (HNW) clients.
• Knowledge of wealth management products like FX, bonds, and structured notes.

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

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

Job Description

• Relationship building with high net worth (HNW) clients
• Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
• 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 2 years of sales experience
• 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 Licence No: 11C5502 | EAP Registration No: R2199597

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

about the job

• Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth
• Regularly engage customers with information relating to the financial products that they have purchased and present new and suitable opportunities to customers
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

skills and experience required

• Minimally 6 years of relevant experience in banking & financial advisory
• Possess strong knowledge of financial products
• Great communication & interpersonal skills
• Self-motivated and driven individuals with strong sales track record

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

Job Responsibilities:

• Main contact point to the customers with regards to enquiries of car rentals.
• Propose recommendation that best fit to customer's requirements and budget.
• Prepare quotations and contracts.
• Attend to customers' feedback on vehicle related matters and work with operation team on servicing and maintenance matters.
• In-charge of vehicle demo/ showcasing.

Job requirements:

• Diploma/ Degree in any discipline
• 2-3 years of sales experience (preferably in automotive industry)
• Possess Class 3 licence
• Self motivated
• Excellent communication skills
• Good customer service

Saxo is a leading online broker in Singapore, a subsidiary of Saxo Bank Group that is headquartered in Denmark. Since 1992, Saxo has continuously developed its multi-asset trading infrastructure providing access to an ever-expanding universe of Equities, Bonds, Mutual Funds, ETFs, CFDs, Commodities, Indices, Listed Options, FX and FX Options.

We offer fully digitalised capital markets services that are used by a wide spectrum financial institutions such as:

• Retail banks
• Private banks
• Brokers
• Fintech companies
• Hedge Funds
• Family Offices
• Wealth managers
• Financial Advisers
• Proprietary Traders

Such institutional clients and partners build businesses on-top of Saxo’s core services:

• electronic order management and trade execution
• equities, bonds and mutual funds custody
• prime brokerage and liquidity solutions
• extensive API connectivity
• business-as-a-service (BaaS) solutions

- white label architecture for digital investment and trading

- IAM and wealth management solutions

- IFA and advisory solutions

- end-client management and accounting infrastructure

- portfolio management and distribution tools

- digital end-to-end securities servicing

Success Criteria for the role:

• Plan and execute growth initiatives with senior stakeholders at the B2B partner organisations
• Hit annual revenue growth targets for the book of business

Responsibility & Tasks:

• Manage an existing book of institutional clients and wholesale partners with primary focus on Australia partners
• Fully understand the nature of a client’s business
• Build and maintain close relationships with senior key stakeholders relevant to Saxo
• Find potential opportunities within these organisations where Saxo’s solutions and services will be relevant to their business growth
• Be deeply involved in partner’s growth strategies, go-to-market plans, including sales and marketing initiatives
• Design joint growth plans together with key stakeholders at the partner organisation leveraging corresponding solutions and services at Saxo
• Track, enhance and deliver on partner growth plans
• Proactive involvement of specialist teams (solutions, products, sales trading, API, onboarding, compliance)
• Work with the Account Management team to constantly improve business processes and service levels
• Be the key escalation point for unresolved issues with clients

Competence Requirement:

• Degree holder with >10 years in the financial technology, brokerage, wealth management or investment space
• Candidates who already obtain CMFAS RES1B, RES2B, RES 5, CM-EIP, CM-SIP will have added advantage.
• Good understanding of retail wealth management, or retail brokerage businesses
• Able to manage relationships with stakeholders of varying seniority (CEO to working level)
• Solution oriented thinking with focus on leveraging technology, automation and scale
• Good understanding in liquid capital markets product, e.g. equities, futures, options, FX.
• Able to travel between Singapore and Australia on regular basis
• Competency in Australian wealth management or brokerage industries will be a plus

About the Role

Greenlane is hiring on behalf of our esteemed banking client for a Relationship Manager role within the Commodity Structured Trade Finance Department. This exciting opportunity is ideal for professionals passionate about corporate banking, trade finance, and fostering client relationships.

Responsibilities

• Effectively manage and grow the bank’s existing corporate client portfolio.

• Acquire and evaluate new clients, structure credit facilities, perform credit assessments, cash flow projections, and loan documentation.

• Conduct thorough KYC checks, ensuring strict adherence to compliance procedures and reporting requirements within the bank’s framework.

• Assess credit risks by conducting detailed financial analysis and preparing credit reports.

• Address client queries and resolve issues promptly and efficiently.

• Collaborate with internal teams, both locally and across overseas branches, to support business objectives.

• Undertake additional tasks or projects as assigned by the Head of Department or management.

Requirements

• Bachelor’s degree or higher, preferably in Business, Accounting, Banking, Finance, Economics, or related disciplines.

• Minimum of 3 years in managing corporate banking relationships.

• Prior experience in syndication, trade finance, or the commodities sector is highly desirable.

• Strong credit writing and analytical abilities.

• Excellent verbal communication and interpersonal skills to work effectively with stakeholders across departments.

• Proactive, energetic, results-driven, with strong business acumen.

*Seeking for an Assistant Relationship Manager with minimum 3 years of experience as an Assistant RM and/or Credit analysis in Corporate Banking experience sector*

THE COMPANY

Renowned for their solid brand and bank’s culture, the company is well-received and accepted by their employees. The bank is currently seeking for an Assistant RM to be part of their team.

JOB RESPONSIBILITIES

• Assist the Corporate Banker's coverage and managing of the clients
• Conduct credit analysis, write credit papers and reports
• Perform credit reviews for the bank’s client
• Liaise with customers on any queries
• Monitor the bank’s loan portfolio
• Assist in the funding operations
• Ensure proper KYC and documentation
• Collaborate effectively with other internal and external stakeholders

JOB REQUIREMENTS

• Degree in Business Major in Finance/Economics/Commerce/Accountancy or ACCA or any other relevant education
• Minimum 3 years of experience as an Assistant RM and/or Credit analysis in Corporate Banking experience sector
• Highly analytical, focused, 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

Job Description:

• Cultivate relationships with high net worth (HNW) clients.
• Comprehend the financial objectives of HNW clients and propose tailored wealth management solutions, including insurance, leverage products, structured products, and investment instruments, to foster the protection and growth of their wealth.
• Deliver exceptional customer service, ensuring a superior banking experience.
• Participate in networking and marketing initiatives to enhance the customer base.

Skills and Experience Required:

• 2 years of sales experience - preferably banking
• Local diploma is minimally required

To apply online please use the apply function
(EA: 94C3609/ R21103354)

about the company

Our client is one of the largest banks in the world. They offer a full-suite of banking services to meet the needs of customers across the world. They continually invest in people and technology to create the best banking experience, and strongly believe in supporting the growth ambitions of its stakeholders.

about the job

• To manage and strengthen business relationships with corporate and commodities clients by understanding their needs, offering tailored solutions and collaborating closely with internal stakeholders
• Gather credit requests and documents from clients
• Analyze clients' financial health, needs and industry/market trends regularly
• Identify opportunities to enhance systems, processes and practices

skills and experience required

• Bachelor Degree in Banking, Finance, Accounting, Economics or relevant disciplines
• > 2 years of experience in similar capacity
• Experience in Corporate banking / Investment banking client relationship management
• Excellent marketing, client relationship management, and presentation abilities, coupled with strong communication skills to engage effectively with clients and internal stakeholders

To apply online please use the 'apply' function
Krystal Kwah (EA: 94C3609/ R22104933)

Wealth Relationship Manager

Working Days & Hours: Flexible
Working Location: Flexible
Salary Range: $3000-$4000 Monthly Allowance + Commission

• Proven Track Record: Join a team with a consistent track record of guiding entry level consultants towards quantum growth in production and earnings within the first year of joining.
• Compensation Package: We offer a fair compensation package to ease your transition into the FA team, ensuring you are well-rewarded for your efforts.
• Recognition: Experience success and walk amongst giants with a cohort comprising 40% Million Dollar Round Table (MDRT) qualifiers, numerous Court of Table (COT) qualifiers and 2 Top of Table (TOT) qualifiers.
• Proprietary Platforms: Differentiate yourself from industry peers by leveraging our exclusive platforms, offering you unparalleled opportunities to expand your clientele and network.

Unique Selling Points (USPs) of Company:

• Transformation and Empowerment: We have the ability and a proven track record of propelling newcomers to remarkable heights within the first year.
• Guidance for Excellence: Benefit from the company ecosystem and guidance, propelling you to excel.
• Mentorship Opportunities: Gain insights from experienced consultants through our mentorship programs, fostering your personal and professional growth.
• Fair Compensation: Enjoy a fair compensation package to support your transition and reward your hard work.
• Client Acquisition Platform: Never worry about shortage of leads; we provide a robust client acquisition platform for you to build your clientele.
• Comprehensive Training: Benefit from extensive training programs that will equip you with the knowledge and skills necessary to excel in wealth management, financial advisory, business owner planning, estate planning, property advisory, re-financing and more.
• Allowance Schemes: Take advantage of our monthly allowance schemes to provide stability of income while you grow your career.
• Business Essentials: Receive state of the art IT tools and our proprietary applications that will help you navigate the required administration and paperwork with ease.

Job Requirement:

• Diploma in any field
• Training provided

Tan Jia Jun | REG No: R23112681
The Supreme HR Advisory Pte Ltd | EA No: 14C7279