• Provide a high-level of support to our partners restaurants
• Understand the partner lifecycle and how the three verticals work together 
• Work closely with the wider Customer Success team to ensure goals are being met across our partner base in the APAC region
• Become a trusted advisor to our partner restaurants by helping them gain the most out of our platform and reach optimum value
• Maintain an expert level understanding of our product and service to clearly communicate the value
• Have a commercially minded approach to nurturing our partner base
• Proactively engage with partners to mitigate churn risk through early assessment of their use of the Quandoo service and product
• Be the voice of our partners to provide internal feedback on how we can improve 

Responsibilities:

• Support day-to-day administrative and coordination work to the department
• In charge of filing, data entry and administrative duties
• Preparation and submission of Management reports
• Provide support to ensure effective information flow and communication among various internal and external stakeholders
• Outreach to vendors for business procurement related matters
• Forecast business related budgeting and costings
• Ensure that the company's objectives and sales targets are met
• Any other ad-hoc tasks as assigned

Requirements:

• Candidates must have a minimum of 1 - 2 years relevant office support / business operations / administrative experience
• IT savvy and good in Microsoft Office
• Able to work independently in a fast paced environment
• Able to communicate effectively with various departments

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]

Hours: Full-time, 40 hrs per week

Term: 1-year contract

Reporting to: Executive Director

Working with: Centre Manager and Counsellors

Start date: Immediate

Application deadline: 5 January 2024, Friday, 12pm

Oogachaga is Singapore’s most established LGBTQ+ community organisation, working with lesbian, gay, bisexual, transgender, questioning, queer and gender-diverse (LGBTQ+) individuals, couples and families since 1999.

This is a newly-created position that offers an exciting opportunity for the successful candidate to work with and support family members, in particular parents, with LGBTQ+ relatives.

We are looking for someone who is highly self-motivated and passionate about supporting and empowering all family members, regardless of their sexual orientation or gender identity.

Ideally, you should be professionally qualified with relevant experience in working with families, with a LGBTQ-affirming, strengths-based and systemic approach.

As an affirming and inclusive professional, non-profit community organisation, we encourage applications from qualified persons who identify as LGBTQ+ or allies, including those living with HIV and/ or with lived experiences of mental health issues, as well as members of minority communities.

Job Scope:

The successful candidate will be supporting and working directly with members of the LGBTQ+ community and their families.

Key responsibilities include, but are not limited to the following:

• Providing professional casework and counselling interventions for families with LGBTQ+ members, including adults and youth
• Identifying clients’ needs and connecting clients to appropriate community resources
• Developing, implementing and evaluating community outreach programmes
• Building partnerships with external stakeholders
• Working with volunteers

Job Requirements:

• Holding Singapore Citizenship or Permanent Residency
• Recognised Bachelor degree (or higher) in Social Work, Counselling or Psychology only
• Registration with the relevant professional association is preferred, but not required
• LGBTQ-affirming personal and professional stance
• Strong communication and interpersonal skills
• Ability to multi-task and work independently in a diverse environment
• Added advantage if applicant has prior experience working with families and LGBTQ+ clients

Job Application:

• Please submit your online application at: bit.ly/OCjob2024
• Application deadline is: 5 January 2024, Friday, 12pm
• We apologise that only eligible applicants will be contacted for an in person interview

Key Responsibilities:

• Process mandatory and voluntary corporate actions distributions accurately and on a timely basis (e.g. dividends, scrip/currency elections, REITs distributions, interest/redemption
• Process corporate action events in an accurate, timely and consistent manner, in accordance with departmental procedures and to the agreed service level
• Manage internal and external stakeholders on corporate action issues
• Adhere to documented procedures, control guidelines and compliance framework
• Attend to reconciliation breaks in accounts on a daily basis
• Ensure that all queries are attended to and investigated promptly
• Support change by assisting in devising and implementing improved processes
• Participate in project initiatives and taking up ad hoc tasks as required
• Manage operational risk associated within the processes

To succeed in this business control management environment, you will need to have the ability to work as a team player. The successful Risk & Control Operations Analyst (12 months contract) will need to have the ability to work effectively and co-operatively with senior business development teams and other internal stakeholders as well as communicate effectively with intermediaries when the need arises.

Key Requirements:

• Corporate actions experience
• Ability to prioritise heavy workloads and work efficiently in dynamic environment to meet deadlines
• Strong PC skills, particularly Excel, PowerPoint
• Strong communication skills
• Strategic thinker
• Good organisational skills

This is a leading global top-tier financial institution and is progressively expanding and growing its business on a global scale. This organisation offers employees the opportunity to enhance their experience across the business function and across multiple business lines.

If you are driven, determined and want to take the next step in your career, this is the role for you. Great career progression opportunities await the right person in this exciting Risk & Control Operations Analyst (12 months contract) job.

Apply now to learn more.

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1435983 Glen Chua

2024 APAC Graduate Programme – Global Markets

Our two-year graduate programme is designed to provide you with first class training and immediate responsibility, it gives you the support and development you need to start a successful career in financial services.

For: Final year students or recent graduates with a bachelor’s or master’s degree in any disciplines from a recognized university
Duration: 24 months
Streams: Business Management, Quantitative Research, Research & Strategy, Sales, Structuring, Trading
Start date: July 2024
Who can apply?
To be considered for the placement, you will:
• Apply as a recent graduate, final year undergraduate, or master’s student in any discipline;
• Possess GPA of 3.3 out of 4.0 or above (or equivalent) in any discipline;
• Have to be fluent in spoken and written English (additional languages are an advantage); and
• Demonstrate methodical, logical, solution-driven thinking, with commercial awareness and a keen interest in latest finance topics as well as market trends.

What you can expect?
Induction
You will be provided with a comprehensive induction, where you will be immersed in group training and discover more about the BNP Paribas Group.

Training
From day one, you will start your business specific technical and financial training, alongside personal skills development aimed at equipping you with the knowledge you need to get you the best possible start in your career. Working alongside our teams of industry leading specialists, you will gain on-the-job training throughout your two-year programme taking you along a development path to build your expertise and broaden your base of skills. You will also have the chance to experience other parts of the business through cross-entity projects, which will help you understand how we approach complex work and give you the chance to develop a strong internal network.

Mentor & Buddy
Throughout the programme, you will be mentored by experienced managers and team members, as well as pairing with a buddy from our early career cohorts who will make sure you are getting everything you need to grow.

What you will do?

As a Trading Analyst, you will:
• Be part of a team that trades a comprehensive range of asset classes on every index, every exchange and every market worldwide;
• Gain hands-on experience to provides market access and liquidity to the Bank’s customers and manages the underlying risks;
• Develop tools for the teams to assist in analysis or risk management, coding skills are a plus but can be learnt on the desk.

Our client , a leading financial services firm is looking to hire a Senior Executive – Investment Compliance based in Singapore.

The role is pivotal in meticulously ensuring pre- and post-trade compliance monitoring. This involves aligning with regulatory, client agreements, and group policies related to investment guidelines

Key Responsibilities:

Harmonizing Compliance:

• Fine-tuning guideline compliance for regulatory and client harmony.
• Conducting daily pre- and post-trade Investment Compliance monitoring.
• Advising on nuanced interpretation of investment guidelines.
• Elevating efficiency through innovation and automation.
• Addressing breaches transparently.

Delegation Oversight:

• Orchestrating regular attestations from delegates for a harmonious relationship.
• Participating in ongoing due diligence for pitch-perfect compositions.

Coding & Innovation:

• Translating guidelines into innovative language.
• Leading centralization of rule coding and testing for efficiency.

General Assignments:

• Taking center stage in additional compliance tasks assigned by supervisors.

Experience/Qualifications:

• Graduate/post-graduate degree in Business/Accountancy/Finance.
• Minimum 2 years in financial regulatory compliance, preferably in asset management.
• Strong knowledge of MAS Code of CIS, Central Provident Board Investment Scheme, and UCITS Investment restrictions.
• Preferred experience with BlackRock Aladdin or similar systems.

Interested candidates please share your updated CV to [email protected]

Main Responsibilities:

• Monitoring and forecasting the supply and demand dynamics of the global iron ore and steel markets, as well as the key drivers and risks affecting them. 
• Providing timely and insightful analysis and commentary on the iron ore and steel market developments, trends and outlooks  
• Developing and maintaining quantitative models and databases to support the iron ore and steel market analysis and forecasting. 
• Collaborating with other analysts across different commodities and regions to ensure a consistent and integrated view of the commodity markets. 
• Contributing to the development and improvement of the research products, methodologies, and tools. 

Experience:

• At least 3 years of relevant experience research or trading, preferably in a commodity trading house, consultancy, or financial institution. 
• A strong understanding of the iron ore and steel market fundamentals, drivers, and dynamics, as well as their impact on the dry bulk market. 
• Excellent analytical, quantitative, and problem-solving skills, with attention to detail and accuracy. 
• Excellent communication, presentation, and interpersonal skills, with the ability to work independently and as part of a team. 

Other skills (Computer Skills, etc)

• Proficient in Excel, PowerPoint, and other data analysis tools.
• Skillful in Python. 

Languages:

• English (Fluent)
• Ability to read and write Mandarin would be an added advantage 

Academics:

•  Degree in Economics, Finance, Engineering or related field of study

Due to our continued success in onboarding new clients onto our innovative wealth management ecosystem, we are expanding and looking for an Application Support manager in Singapore.

As an Application Support Manager, you'll lead the technical integration of our software/ products in our client’s environment. Working closely with the client's technical teams and project managers, you will drive the integration of our product onto our client’s infrastructure (cloud and on-premise) and the technical support for Software and System upgrades.

What skills you'll need as an Application Support Manager:

• Support the client in the implementation of the necessary infrastructure
• Manage and configure application releases (deployments and upgrades) or guide the customer to do so
• Configure the application according to the requirements provided by the Project Manager or the client / Assist client application management teams in the application setup
• Participate in the technical discussions with the client on infrastructure changes and upgrades
• Interpret error logs and identify corrective actions to be taken / or support the client in this task.
• If necessary, liaise with the Evooq product development teams

Based in Singapore, the position entails developing, writing, and publishing timely market driven insight and strategies on global currency and rates markets incorporating an awareness of impactful factors and events in the adjacent rates, credit and fund flow markets.

Candidates must demonstrate their keen interest in and familiarity with the mechanics of currency and rate markets, alongside a strong grasp of relevant macro-economic drivers and a love of conveying their ideas and opinions via a mix of shorter “pulse” and longer “insight” stories.

We want to meet professional candidates who can demonstrate their knowledge and passion alongside the ability to marry written insight with engaging charts and graphs utilising proprietary and other data resources.

To that end, proficiency with data handling tools, particularly Excel and VBA, as well as strong skills in data analysis and visualisation, are as important as market experience for this position.

The successful candidate should ideally have spent time as a professional currency, fixed income and or economic research analyst/strategist or reporter. Experience in bank trading or as an investment adviser in a private banking or fund set up would also be an advantage.

While an established contact base would be a distinct advantage, enthusiasm to build and maintain your own is a fundamental to success, as is proactively engaging with clients and contacts. Otherwise, a strong desire to produce real time, opinionated and concise market research and fluency in the English language are crucial.

Key Elements of the Role

• Provide support to generate trading insight and strategies in G10 and EM Asian Currency and Fixed Income markets and cross asset classes based on fundamental macro analysis and experience
• Contribute to ensuring an accurate and timely flow of reasoned opinion demonstrating close touch with markets
• Formulate and publish longer term research and presentations, incorporating fund flows, charts
• Exercise and apply sound judgement in analysis of market moving influences
• Develop and maintain a deep regional contact base, cultivating sources from both sell-side (bank) and buy-side (investor) communities
• Contribute to daily, weekly and special reports
• Provide flexible cover for colleagues across multiple disciplines and possibly time zones

Customer service support

Salary: $2900

Location: Marine Parade or Punggol

Working Days: 4-5 days work week (working & off schedule are base on 3 week shift)

• Week 1 : 2 days Off (Thu & Fri)
• Week 2 : 2 days Off (Wed & Sun)
• Week 3 : 3 days Off (Mon, Tue & Sat)

Working hours :

Mon- Fri: 12pm-8pm / 3pm-11pm (8hrs) | Sat & Sun : starting from 8am or 9am (9hrs -11hrs )

Responsibilities:

• Handles customer enquiries (walked-in, phone, emails etc).

Requirements:

• Able to commit shift hours & work on weekends.

Interested personnel kindly contact WhatsApp :+65 9299 4753 (Marcus)

OR

Email to : [email protected]

Tan Meng Liang Reg No: R23115923

The Supreme HR Advisory Pte Ltd EA No: 14C7279

about the company
We are presently working with a growing European law firm with global offices in EMEA & APAC and a strong presence in the logistics and resources sectors.

about the job
You will be a pioneer hire as an experienced analyst handling KYC/AML, sanctions and client due diligence screenings for the new business intake team across the firms various APAC offices including Oceania, North Asia and South East Asia regions.

about the manager/team
You will be working in tandem with a senior compliance advisor based in Europe.

skills and experience required
You will require prior compliance, AML/KYC and/or sanctions screening experiences in a legal firm or within a management consultancy firm.

To apply online please use the 'apply' function.
(EA: 94C3609/ R23115352)

IT Executive [Internal]

Working Days: 5 days

Working Timing: 9AM to 6PM

Working Location: SPRINGLEAF TOWER S079909

Salary: $4000- $4500

Responsibilities

• Maintaining the Company's IT network, servers, and CISCO Phone systems
• L1 level support and L2 level support for hardware and software and networking
• Knowledge networking DHCP, static IP and general networking protocol and ports
• Knowledge of storm shield firewall, managed, unmanaged switch
• Knowledge of Microsoft Server 2008 and 2012 and Hyper-V
• Administration of user accounts and optimize email hosting storage
• Company IT asset, inventory and software management
• Training guide, IT policy management and development
• Source and coordinate with vendor for IT equipment, services or solutions and maintenance if needed.

Requirements

• Diploma, Advanced/Higher/Graduate Diploma, Computer Science/Information Technology or equivalent.
• At least 3 year(s) of working experience in the related field is required for this position.
• Preferably Executives specializing in IT/Computer - Network/System/Database Admin, IT/Computer - Hardware or equivalent.

Cheah Khai Yeen (Catherine) Reg No : R1986405.

The Supreme HR Advisory Pte Ltd EA no: 14C7279

Compliance Document Support Associates

• Working Days: 5 Days [Monday - Friday]
• Working Hours: 8.30am - 5.30pm
• Salary: $2200 - $3000 + AWS + VB
• Location: Eu Tong Sen St ( Near Clarke Quay MRT )

Requirements:

• Diploma in Food Science & Technology, Chemistry and other science-related fields
• Preferably 1 year working experience
• Able to travel locally.

Summary:

Compliance Document Support Associates support the operations and services across its areas of expertise namely, Halal Conversion and Management, Training and Inspection/Audits. The role is exciting and varied, with a combination of on-the-job and classroom learning, hands-on delivery and client facing experiences from day-one. The position also have a central role to play in services development.

Responsibilities:

• Organise & maintain files and records (electronically & in hardcopies)
• Prepare & process documents for timely submission to the relevant authorities.
• Continuous engagement or communication with client & authorities, necessary to the applications
• Assist trainers to prepare and organize training sessions
• Partner with Consultants to review, resolve, research & respond to client inquiries and issues as well as to ensure operational tasks are completed
• Partner with Consultants and Compliance Officer to plan and execute audit schedules at clients premises.
• Provide follow-up of audit reports and timely and accurate reviews of client corrective action and closure
• Provide administrative assistance to the Consultants

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices.

Citi Private Bank (CPB) is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth. Our unique approach focuses on fewer, larger and more sophisticated clients with an average net worth above $100 million.

Responsibilities:

• Attend and fulfill client enquiries and requests relating to their bank accounts within the expected quality and service standards.
• Support internal enquiries and requests from the various business functions in the Bank in regard to systems, processes, procedures and other banking matters.
• Manage client issues and complaints, and work with relevant stakeholders to resolve these issues in accordance to internal procedures and regulatory standards.
• Engage and work closely with partners and stakeholders in identifying root causes of system outages, process gaps and deficiencies. And follow-up on the implementation of preventive measures to prevent recurrence of issues or problems.
• Support the implementation of business change activities and technology initiatives with close partnerships with business, operations and technology functions.
• Review and facilitate client and staff requests with a risk and control perspective, ensuring that the purpose and nature of these requests are in compliance with internal standards and regulatory expectations/requirements.

Education:

• Bachelor's degree/University degree or equivalent experience

Qualifications:

• Minimum 2 years of relevant banking experience preferred
• Experience in customer experience/client issue and complaint handling management
• Proven investigative and analytical skills
• Possess ability to present concepts and influence/lead change
• Demonstrate clear and concise written and verbal communication skills
• Knowledge of risk and control expectations in a banking environment
• Must be comfortable in handling technical system application issues and enquiries
• Deliver high-quality customer service with focus on client issue management and achieving quality results consistently

Responsibilities

• Collaborate with the sales team to understand client requirements and identify opportunities for innovative financial solutions.
• Build and execute go-to-market platform sales strategy for origination and client profiling.
• Analyze and interpret financial data, including cash flow statements, balance sheets, and income statements, to gain insights into clients' financial positions.
• Conduct market research to stay updated on industry trends, competitors, and emerging financial technologies.
• Work closely with clients to understand their financial goals and objectives, offering customized financial solutions.
• Structure trade working capital finance products and platform capabilities to create bespoke solutions that address clients' specific needs.
• Collaborate with internal teams to ensure the seamless execution of proposed solutions.
• Prepare and present solution proposals and sales pitches to clients.
• Support the sales function in the negotiation and closure of deals.
• Provide ongoing support to clients, monitoring the performance of solutions and making adjustments as necessary.
• Keep abreast of changes in regulations and compliance related to financial products and services.

Qualifications

• Bachelor's degree in finance, business, economics, strategy, supply chain or a related field.
• 2-3 years of experience in financial analysis, sales support, or a related role.
• Knowledge of trade working capital finance products and treasury workflow automation.
• Strong analytical and problem-solving skills.
• Strong background in working with decision makers is among the core’s skills.
• Ability to work collaboratively in a team and build strong client relationships.
• Ability to communicate and interact effectively.
• Strong attention to detail and ability to work under pressure.
• Analytical background with proven results.
• PowerPoint and Excel skills at an advanced level

About Amand Ventures:-

Amand Ventures is a trail-blazing early-stage venture fund dedicated to revolutionizing industries through strategic investments in visionary startups. Our commitment to innovation and sustainability is at the core of our mission, driving us to empower entrepreneurs who are shaping the future.

Position Overview:-

We are seeking a highly motivated and resourceful intern to join our team at Amand Ventures. As an intern, you will play a crucial role in supporting the investment team in evaluating potential opportunities, conducting market research and contributing to the overall success of our portfolio companies.

Key Responsibilities:-

● Market Research/Deal Sourcing: Conduct comprehensive market research to identify emerging technologies and industry trends, potential disruptors and investment opportunities within the startup ecosystem in Singapore and the broader Southeast Asia region.

● Due Diligence: Assist in the due diligence process by conducting thorough research and participating in meetings with potential investees.

● Reporting/Record Keeping: Assist in the preparation of thorough and well-documented investment memos, summarizing key findings as well as maintain organized, up-to-date documentation of all investment-related activities, ensuring easy retrieval of information for reporting, audits and internal reference.

Qualifications:-

● Currently enrolled in a Bachelor's or Master's degree program in Business, Finance, Economics, Engineering or a related field.

● Strong analytical and research skills, with the ability to critically assess business plans and financial models.

● Excellent communication and presentation skills, both written and verbal.

● Passion for entrepreneurship, startups and emerging technologies.

● Proactive and self-motivated, with the ability to work independently and as part of a collaborative team.

How to Apply:-

Excited to contribute to the future of innovation with Amand Ventures? Send your resume to [email protected]. Please use "Intern Application - Amand Ventures" as the subject line.

Join us at Amand Ventures and be part of shaping the future of innovation in Southeast Asia. Dive into our commitment to innovation and impact by exploring our website at https://amand.ventures/.

Responsibilities

• Design and build financial reporting and workflow database model using platforms like Microsoft Access to streamline processes and enhance risk controls.

• Participate in end-to-end process from planning to implementation including requirements gathering, change management/ enhancements, User Acceptance Test (UAT) and

troubleshooting for users.

• Any Ad-hoc projects and/ or tasks that are assigned.

• Establish strong working relationship and collaboration with team members.

Skills/Requirement

• A Degree with minimum 1 years of relevant working experience

• Required Responsible, proactive, fast learner, hands-on, work independently with less supervision.

Our investment professionals are responsible for delivering investment outcomes to our clients. They are enabled by many teams including Front Office Services (FOS), which is responsible for operations, investment compliance oversight & support functions.

KEY ACCOUNTABILITIES

• Investment Compliance – assist business owners to identify and monitor guideline compliance (including both regulatory and client mandated guidelines)
• Reporting – provide timely management of reports and escalation of regulatory and guideline compliance issues and deal with audit/quality assurance/inspection queries/issues relating to Investment Compliance function and regulatory compliance matters.

Duties and Responsibilities:

Investment Guidelines Compliance

• Conduct daily pre- and post-trade Investment Compliance monitoring
• Advise fund managers and internal customers on the interpretation of the relevant investment guidelines and restriction
• Improve and enhance the effectiveness and efficiency of investment guidelines monitoring processes through process optimisation, technology, and automation
• Perform reviews of manual control rule monitoring
• Ensure that any investment breach (both passive and active) is properly followed up and reported on including to the client, where required
• Provide timely compliance reports and certification to clients on a periodic basis

Delegation Oversight

• Review the regular attestation received from delegates and escalate any guideline compliance issues to management
• Participate in on-going due diligence on delegations related matters

Coding & Innovation

• Guideline interpretation, translation, testing and sign-off
• Pre & Post trade monitoring process & policy documentation
• Centralization on rule coding & testing for Eastspring Local Business Units

General Assignments

• Perform other guideline compliance tasks which may be assigned from time-to-time by supervisors to discharge the team’s Investment Compliance functions e.g. assist in new instrument approval process

EXPERIENCE / QUALIFICATIONS

• Graduate or post-graduate degree in Business/Accountancy/Finance
• Minimum 2 years of relevant financial regulatory compliance experience preferably in an asset management company
• Strong knowledge of MAS Code of CIS, Central Provident Board Investment Scheme and UCITS Investment restrictions and investment guidelines
• Candidates with BlackRock Aladdin or any similar investment monitoring related system experience within a multinational fund management would be preferred

PERSONAL ATTRIBUTES

• Highly diligent, resourceful and curious
• Excellent communication skills, written and verbal
• Effective inter-personal skills and ability to work with different stakeholders
• Maturity, commitment, and drive
• Resilient in dealing with multiple initiatives and challenges
• Interest in innovation and technology to standardize and optimize operations
• Forward looking mindset, independent judgment and robust analytical skill

Responsiblities:

• Assist in managing incoming leads and inquiries, ensuring prompt response and proper routing to the appropriate sales representatives.
• Provide administrative assistance to the sales team, including data entry, scheduling meetings, maintaining calendars, and preparing sales-related documentation.
• Assist in creating and formatting maintenance proposals, including assembling necessary documentation, cost estimates, and service details.
• Maintain accurate and up-to-date records of sales activities, customer interactions, and project details using CRM software or other tools.
• Liaise with clients to schedule appointments, gather information, and relay important details between clients and the sales team.
• Conduct follow-up calls or emails to gather feedback, answer queries, and ensure client satisfaction after proposal submissions or sales interactions.
• Generate regular sales reports, performance metrics, and activity summaries for the sales team and management.
• Work closely with internal departments such as engineering, operations, and finance to coordinate project handovers, invoicing, and other operational aspects.
• Develop a basic understanding of ACMV systems and maintenance processes to facilitate effective communication with clients and internal teams.
• Assist the sales team with various ad hoc tasks, such as market research, competitor analysis, and preparing materials for client presentations.
   

Requirements:

• Diploma or equivalent in Engineering such as Mechanical or Electrical
• Previous experience in an administrative or sales support role is preferrer
•  Experience in the HVAC or maintenance industry is advantageous.
• Able to perform technical calculation (heat load, cold load), onsite visitation, selection.
• Excellent written and verbal communication skills for effective interaction with clients and internal teams.

Interested candidates can forward their CVs in MS Word format to [email protected]

Reg No. R1549345

Triton AI Pte Ltd

License no. 21C0661

About Select Investors:

Select Investors aims to be the most respected and trusted Wealth Management Practice in Singapore, providing first-class holistic tax, wealth and succession advice by engaging, inspiring and delighting our clients.

Select Investors is a division with St. James’s Place Wealth Management.

About St. James’s Place Wealth Management

• An award-winning, FTSE 100 company founded in 1991
• Managing SGD250 billion clients’ funds under management
• Managing in excess of 800,000 clients

Description of the role:

This role will see the successful candidate working closely with a Partner, they will be responsible for performing a variety of duties to assist the Partner in delivering outstanding wealth management services to an array of affluent and high-net-worth clients.

Key Responsibilities

• Drafting client letters and client information packs
• Monitoring payments and liaising with UK payments team
• Managing end to end process of client onboarding
• Working with various other internal teams including client services team, business assurance and compliance
• Preparing for client meetings, including compilation of graphs, basic calculations and analysis.
• Processing switch documents
• Updating Salesforce with meeting notes and activities
• Obtaining insurance quotes
• Preparing paperwork for client meetings, including compilation of graphs. basic calculations, analysis and draft commentary
• Managing and coordinating daily tasks, outstanding matters, and reporting requirements
• Communicating with clients via email and maintaining strong customer service
• Supporting Partner with all administrative functions and support as required

Job Requirements

• 5 to 10 years of relevant work experience in financial industry, with basic understanding of investments and fund knowledge
• Excellent attention to detail, with strong planning and organising skills
• Ability to take initiative and work independently
• Good English communication skills – including written and verbal
• A team player with can-do attitude