Total 753 cash management officer job vacancies in Finance / Banking / Insurance category in Singapore

About Us

Green Link Digital Bank is Singapore's inaugural wholesale digital bank focusing on supply chain finance, mainly serving MSMEs and aiming to help MSMEs grow and improve digitization.

Responsibilities

• Manage the operational flow of cash transactions and services relating to cross border and local transfers initiated by Clients.
• Provide end-to-end treasury processing support for trade confirmations, settlements, and trade reconciliations.
• Manage the cash and trade investigation process in event of adverse payments events (e.g., recall of funds, late payments), and failed trades, payment disputes, trade discrepancies respectively.
• Ensure that E-payment disputes (e.g., PayNow/Fast) are handled timely.
• Monitor daily liquidity and nostro position and provide reports to stakeholders.
• Good knowledge and experienced in using different types of SWIFT messages in both MT and MX format.
• Proficient with DTCC report submission.
• Maintenance of static data in core-banking system.
• Ensure all trades booked/cash operations procedures and policies are in adherence to the Bank’s risk and compliance policies as well as all regulatory requirements. Any deviation is to be escalated timely.
• Participate in system enhancement projects and UAT testing.
• Work with relevant stakeholders on delivery of business performance and ensure adherence to service level and quality standards in end-to-end delivery of services.
• Provide cross-functional coverage where required.

Requirements

• Bachelor’s degree in Business/Finance or equivalent.
• Minimum 3 years of prior work experience in similar function in banking industry.
• Prior experience working in a bank’s Cash/Treasury Operations or relevant back-office functions.
• Prior experience working on cross-border payments, domestic, FX, MM, trade, and loans.
• Sound knowledge in International, Local and Fast/PayNow payments processing and settlement cycle.
• Strong awareness of KYC/AML regulations and full understanding of Risks and Control requirements.
• Good understanding and experience in payment innovation, payment, and deposits products.
• Good communication skills with ability to multi-task, detail oriented, and effective time management skills.
• An efficient team player working in a lean team setup while being able to take individual responsibility for the tasks assigned.
• Ability to work under pressure with tight deadlines.
• Technological orientation with proficiency in MS Excel VBA is an added advantage.
• Fresh graduates are welcome to apply.

Job Function
1. Liaise with Front office and instructing panel valuer to conduct desktop/ formal valuation and issue valuation report.
2. Review valuation reports for completeness, accuracy and quality. Address comments / issues raised with internal stakeholders and valuer.
3. Attend to emails received through the team’s Functional Mailbox and assist with Credit administration.
4. Assess valuers' performance and provide feedback to Policy team.

Accountability
1. Deliver quality services to Business units by adopting a systematic and consistent approach in line with the Bank’s credit policies and procedures.
2. Achieve and adhere to specified performance standards in turnaround time and accuracy.

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Our client is a local bank.

Location: Raffles Place

Working Hours: Monday - Friday

Responsibilities:

• Accounts Receivable: Generate and issue tenant invoices, monitor payments, and follow up on overdue accounts.
• Accounts Payable: Record vendor invoices and process payments.
• General Ledger: Prepare journal entries and financial reports.
• Assist in the preparation of GST filings, income tax submissions, and budgeting.
• Ensure compliance with internal controls and accounting standards.

Requirements:

• Familiarity with the property or real estate sector.
• Experience with accounting systems.
• Proficiency in Microsoft Excel.
• Competence in full-set accounting, including General Ledger, Accounts Receivable, and Accounts Payable.

Attention to: Hailey

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

We regret to inform you that only shortlisted candidates will be notified. All applications will be treated with the strictest confidence.

Elitez Pte Ltd | EA Licence: 16C8004| Hailey YANG | Registration No: R1876431

Treasury Executive, Finance

Company Background:

One of Asia Pacific's commercial market leader in industrial equipments.

Location: West (Tuas)

Working Hours: 5 Days Work Week (Mon-Fri - 8.30am to 5.30pm)

Benefits:

• Basic up to S$ 4400
• Performance Bonus (~3 months)
• Flexi Dollars S$ 800
• WFH on Tuesday & Wednesday (after probation)

Responsibilities:

• Prepare monthly group cashflow for risk assessment.
• Monitor and address bank service fee issues.
• Manage banking relationships.
• Review banking facilities for new needs and competitive rates.
• Prepare Trade Finance & Hire Purchase submissions.
• Handle shipping documents and discrepancies.
• Manage bank account openings/closings, signatory updates, and token management.
• Coordinate board resolutions and minutes for finance matters.
• Manage FX hedging and borrowing rates.
• Ensure banking facilities are adequate for business growth.
• Analyze P&L and balance sheets to monitor compliance with bank covenants.
• Submit monthly treasury report to GM Finance.
• Handle other tasks/projects as assigned by supervisor.

Job Requirements:

• Bachelor’s Degree in Finance, Business or Accounting
• At least 3 years of relevant treasury working experience particularly in cash management and hedging management
• Prior experience in FX trades
• Analytical and meticulous
• Possess good communication and interpersonal skills
• Possess good quantitative skills, have basic financial modelling and advanced working knowledge in MS Excel
• Driven, independent individual who adapts well in a fast-paced environment
• Strong knowledge in investment portfolio strategy, banking, and financial instruments

Please be notified that only shortlisted candidates will be notified.

Ian Fong | R22106545

Recruit Now Singapore Pte Ltd | EA No: 21C0845

Join us as Analyst, Total Fund Management at AIA Investment Management!

The main objectives of this position are to support the management of multi-asset portfolios and various investment initiatives.

The Analyst helps support management of multi-asset portfolios that invest across public assets/geographic regions/sectors/factors/currencies. The Analyst is expected to perform qualitative and quantitative analysis, and translate these into implementable investment strategies.

The Analyst will collaborate with other professionals in AIAIM as well as AIA Group to achieve the position’s objectives. The role requires good communication and collaboration with key stakeholders.

Responsibilities

• Support Portfolio Manager(s) in management of multi-asset portfolios in accordance with investment mandate, including implementation of TAA overlays
• Enhance existing investment chart pack by incorporating insightful indicators that can update stakeholders of key developments across various financial markets
• Perform quantitative (e.g. backtests of investment strategies, monte carlo simulation) and qualitative analysis to support idea generation, portfolio construction and risk management
• Work closely with colleagues in Middle Office and Operations to enhance trading processes, portfolio risk monitoring and performance attribution of multi-asset portfolios
• Prepare presentation materials that effectively explains investment strategy and performance drivers to stakeholders

Requirements

• Ideal candidate would have around 5 years of relevant experience, preferably in multi-asset role
• Excellent programming (e.g. Python) and quantitative skills (e.g. multi-asset modelling, time series analysis)
• Familiarity with Bloomberg is preferred
• Well versed in Microsoft Office (Excel, Powerpoint)
• Team player with strong work ethic
• Excellent interpersonal, engagement and presentation skills
• Proactive with high level of motivation and able to adhere to tight deadlines
• Bachelor or higher degree
• Professional qualification such as CFA will be viewed favorably

Believe in better with AIA. If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way!

Responsibilities:

• Process loan applications and ensure that they comply with the Bank’s lending guidelines.
• Prepare and review loan agreement.
• Ensure all documentations are completed and filed accurately.
• Generate daily reports and system reconciliation.
• Attend to emails received through the team’s functional mailbox.
• Support the Credit team in ensuring that credit underwriting is carried out expediently and in accordance with Bank’s credit policies.
• Deliver quality services to Business units by adopting a systematic and consistent approach in line with the Bank’s credit policies and procedures.

Requirement:

• Diploma in Banking, Finance or in related majors.
• At least 6 months of experience in credit management or loan’s role.
• Good to have experience in performing reconciliation.
• Able to work in a fast-paced environment.
• Excellent stakeholder management skills.

Interested Applicants, please email your resume to [email protected] (R1441955), stating the position as the subject title in the email. All Applications will be handled with strict confidentiality.

*Responsibilities:*

1. *Portfolio Analysis:*

- Conduct in-depth analysis of investment portfolios and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. *Market Research:*

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

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

3. *Client Interaction:*

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

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

4. *Asset Allocation:*

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

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

5. *Due Diligence:*

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

6. *Regulatory Compliance:*

- Ensure compliance with relevant financial regulations and internal policies.

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

7. *Performance Reporting:*

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

- Make recommendations for optimizing portfolio performance.

8. *Relationship Management:*

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

9. *Technology Utilization:

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

10. *Continual Learning:*

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

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

*Qualifications:*

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

*Responsibilities:*

1. *Portfolio Analysis:*

- Conduct in-depth analysis of investment portfolios and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. *Market Research:*

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

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

3. *Client Interaction:*

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

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

4. *Asset Allocation:*

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

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

5. *Due Diligence:*

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

6. *Regulatory Compliance:*

- Ensure compliance with relevant financial regulations and internal policies.

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

7. *Performance Reporting:*

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

- Make recommendations for optimizing portfolio performance.

8. *Relationship Management:*

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

9. *Technology Utilization:

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

10. *Continual Learning:*

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

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

*Qualifications:*

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

*Responsibilities:*

1. *Portfolio Analysis:*

- Conduct in-depth analysis of investment portfolios and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. *Market Research:*

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

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

3. *Client Interaction:*

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

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

4. *Asset Allocation:*

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

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

5. *Due Diligence:*

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

6. *Regulatory Compliance:*

- Ensure compliance with relevant financial regulations and internal policies.

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

7. *Performance Reporting:*

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

- Make recommendations for optimizing portfolio performance.

8. *Relationship Management:*

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

9. *Technology Utilization:

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

10. *Continual Learning:*

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

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

*Qualifications:*

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

Investment Management Associate:

- Represent a top Global Bank

- Portfolio Management (Unit Trusts and Funds)

- Update investors on market movements

- Onboarding of new investors through Business Development

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

- Relationship Management with existing clients and external stakeholders

Training provided:

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

- In-house training by professional and external trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Leadership Training

Why Join Us:

- Clear career progression

- Competitive salary

- Collaborative environment

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

Requirements:

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

- Team Player

- Bachelor's Degree

- Go getter

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

Job Title : Investment Management Trainee

What do you think about a job that provides you with:

• Flexible hours. Have the freedom to plan your own work schedule

• The opportunity to engage in different levels of market.

• Achievable high income goals.

• For professionals looking for career change and work-life balance, matching salary plus attractive bonuses.

• Personal development plans. Designed with considerations of your individual strengths and business needs.

• Fast career track into management role.

• Comprehensive training program on financial skills and concepts.

•Attractive commission and bonuses (depending on individual and team performance)

• We offer a competitive compensation package with attractive bonuses and incentive trips.

If you answered YES to these, then this is the RIGHT JOB for YOU!

The role as a Investment Management Trainee will be to develop good relations with clients and learn to expand your network with them on various financial matters.

Manage and make critical decisions on client’s investment portfolio, advice on matters relating to asset management - mortgage financing etc.

Responsibilities

-Learn and chart out investment objectives for clienteles using their CPF and Cash portfolios.

-Trainee will also be taught to utilise DISC Personality Assessment and Enneagram to improve your communication with clients.

-Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options/futures etc

- Building long term relationships with our clients.

- Underwrite, analyze and close finance deals.

About You...

• Independent, driven and resourceful

• Aspires to be an entrepreneur and have the energy, drive and ambition to succeed

• An interest or knowledge in business finance/management will be an added advantage

• A positive attitude and willingness to learn

•No experiences required as training will be provided

• English and Mandarin speaking preferred

• Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent

Monthly Salary :

$3000 - $8000

Investment Management Associate:

- Represent a top Global Bank

- Portfolio Management (Unit Trusts and Funds)

- Update investors on market movements

- Onboarding of new investors through Business Development

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

- Relationship Management with existing clients and external stakeholders

Training provided:

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

- In-house training by professional and external trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Leadership Training

Why Join Us:

- Clear career progression

- Competitive salary

- Collaborative environment

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

Requirements:

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

- Team Player

- Bachelor's Degree

- Go getter

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

Job Description

- Represent a top Global Bank

- Portfolio Construction and Portfolio Management

- Update clients on market movements and the economy

- Business Development to onboard mass affluent and high net worth clients

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

- Relationship Management with existing clients

- Introduction of Wealth Management tools to clients

- Customised career progression (Sales or Management Track)

Training Provided

- Monthly investment training by more than 30 Global Asset Managers (JP Morgan, Goldman Sachs, Franklin Templeton, BlackRock etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- Communications training

- Management training

- Structured training to put you on the path of success

Requirements

- Go Getter

- Excellent communication skills

- Highly motivated individuals who work well in a team

- Local Diploma / Full 'A' Level Cert / Degree

- Candidates with a background in Wealth Management or Sales would have an added advantage

- Logistic company

- Working Location: Jurong area

- Salary : $2,500 - $3,500 + AWS + Bonus

- Working hours: 8.30am to 5.30pm (Mon-Fri)

Job Description

• Record and tally supplier invoices.
• Reconcile invoices and match them with the payments made.
• Coordinate with Accounts Receivable (AR) to address outstanding balances.
• Compare operation/project costs with customer invoices.
• Monitor and ensure profitability for each project, assessing total customer costs against profits.
• Perform monthly cost analysis and oversee procurement controls for consumables.
• Collaborate with AFC (Accounting/Finance) during month-end closing processes.
• Analyze and identify potential cost risks.
• Confirm invoice accruals in coordination with AFC.
• Assist AR in resolving outstanding payment issues.
• Support Accounts Payable (AP) in addressing payment-related concerns.
• Liaise with suppliers' finance teams and customer finance departments.
• Coordinate with operations and operations administration teams.

Job Requirements

• Minimum 1–2 years of experience in relevant experiences

HOW TO APPLY:

Interested applicants, please click on “Apply Now” or email to submit your resume.

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

Stafflink Services Pte Ltd

EA Licence No.: 04C4294

EA Personnel: Stella Tan Sin Yong

EA Personnel Reg. No.: R24124127

Job Title : Investment Management Trainee

What do you think about a job that provides you with:

• Flexible hours. Have the freedom to plan your own work schedule

• The opportunity to engage in different levels of market.

• Achievable high income goals.

• For professionals looking for career change and work-life balance, matching salary plus attractive bonuses.

• Personal development plans. Designed with considerations of your individual strengths and business needs.

• Fast career track into management role.

• Comprehensive training program on financial skills and concepts.

•Attractive commission and bonuses (depending on individual and team performance)

• We offer a competitive compensation package with attractive bonuses and incentive trips.

If you answered YES to these, then this is the RIGHT JOB for YOU!

The role as a Investment Management Trainee will be to develop good relations with clients and learn to expand your network with them on various financial matters.

Manage and make critical decisions on client’s investment portfolio, advice on matters relating to asset management - mortgage financing etc.

Responsibilities

-Learn and chart out investment objectives for clienteles using their CPF and Cash portfolios.

-Trainee will also be taught to utilise DISC Personality Assessment and Enneagram to improve your communication with clients.

-Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options/futures etc

- Building long term relationships with our clients.

- Underwrite, analyze and close finance deals.

About You...

• Independent, driven and resourceful

• Aspires to be an entrepreneur and have the energy, drive and ambition to succeed

• An interest or knowledge in business finance/management will be an added advantage

• A positive attitude and willingness to learn

•No experiences required as training will be provided

• English and Mandarin speaking preferred

• Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent

Monthly Salary :

$3000 - $8000

Job Title : Investment Management Trainee

What do you think about a job that provides you with:

• Flexible hours. Have the freedom to plan your own work schedule

• The opportunity to engage in different levels of market.

• Achievable high income goals.

• For professionals looking for career change and work-life balance, matching salary plus attractive bonuses.

• Personal development plans. Designed with considerations of your individual strengths and business needs.

• Fast career track into management role.

• Comprehensive training program on financial skills and concepts.

•Attractive commission and bonuses (depending on individual and team performance)

• We offer a competitive compensation package with attractive bonuses and incentive trips.

If you answered YES to these, then this is the RIGHT JOB for YOU!

The role as a Investment Management Trainee will be to develop good relations with clients and learn to expand your network with them on various financial matters.

Manage and make critical decisions on client’s investment portfolio, advice on matters relating to asset management - mortgage financing etc.

Responsibilities

-Learn and chart out investment objectives for clienteles using their CPF and Cash portfolios.

-Trainee will also be taught to utilise DISC Personality Assessment and Enneagram to improve your communication with clients.

-Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options/futures etc

- Building long term relationships with our clients.

- Underwrite, analyze and close finance deals.

About You...

• Independent, driven and resourceful

• Aspires to be an entrepreneur and have the energy, drive and ambition to succeed

• An interest or knowledge in business finance/management will be an added advantage

• A positive attitude and willingness to learn

•No experiences required as training will be provided

• English and Mandarin speaking preferred

• Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent

Monthly Salary :

$3000 - $8000

Job Title : Investment Management Trainee

What do you think about a job that provides you with:

• Flexible hours. Have the freedom to plan your own work schedule

• The opportunity to engage in different levels of market.

• Achievable high income goals.

• For professionals looking for career change and work-life balance, matching salary plus attractive bonuses.

• Personal development plans. Designed with considerations of your individual strengths and business needs.

• Fast career track into management role.

• Comprehensive training program on financial skills and concepts.

•Attractive commission and bonuses (depending on individual and team performance)

• We offer a competitive compensation package with attractive bonuses and incentive trips.

If you answered YES to these, then this is the RIGHT JOB for YOU!

The role as a Investment Management Trainee will be to develop good relations with clients and learn to expand your network with them on various financial matters.

Manage and make critical decisions on client’s investment portfolio, advice on matters relating to asset management - mortgage financing etc.

Responsibilities

-Learn and chart out investment objectives for clienteles using their CPF and Cash portfolios.

-Trainee will also be taught to utilise DISC Personality Assessment and Enneagram to improve your communication with clients.

-Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options/futures etc

- Building long term relationships with our clients.

- Underwrite, analyze and close finance deals.

About You...

• Independent, driven and resourceful

• Aspires to be an entrepreneur and have the energy, drive and ambition to succeed

• An interest or knowledge in business finance/management will be an added advantage

• A positive attitude and willingness to learn

•No experiences required as training will be provided

• English and Mandarin speaking preferred

• Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent

Monthly Salary :

$3000 - $8000

Job Title : Investment Management Trainee

What do you think about a job that provides you with:

• Flexible hours. Have the freedom to plan your own work schedule

• The opportunity to engage in different levels of market.

• Achievable high income goals.

• For professionals looking for career change and work-life balance, matching salary plus attractive bonuses.

• Personal development plans. Designed with considerations of your individual strengths and business needs.

• Fast career track into management role.

• Comprehensive training program on financial skills and concepts.

•Attractive commission and bonuses (depending on individual and team performance)

• We offer a competitive compensation package with attractive bonuses and incentive trips.

If you answered YES to these, then this is the RIGHT JOB for YOU!

The role as a Investment Management Trainee will be to develop good relations with clients and learn to expand your network with them on various financial matters.

Manage and make critical decisions on client’s investment portfolio, advice on matters relating to asset management - mortgage financing etc.

Responsibilities

-Learn and chart out investment objectives for clienteles using their CPF and Cash portfolios.

-Trainee will also be taught to utilise DISC Personality Assessment and Enneagram to improve your communication with clients.

-Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options/futures etc

- Building long term relationships with our clients.

- Underwrite, analyze and close finance deals.

About You...

• Independent, driven and resourceful

• Aspires to be an entrepreneur and have the energy, drive and ambition to succeed

• An interest or knowledge in business finance/management will be an added advantage

• A positive attitude and willingness to learn

•No experiences required as training will be provided

• English and Mandarin speaking preferred

• Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent

Monthly Salary :

$3000 - $8000

*Responsibilities:*

1. *Portfolio Analysis:*

- Conduct in-depth analysis of investment portfolios and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. *Market Research:*

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

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

3. *Client Interaction:*

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

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

4. *Asset Allocation:*

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

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

5. *Due Diligence:*

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

6. *Regulatory Compliance:*

- Ensure compliance with relevant financial regulations and internal policies.

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

7. *Performance Reporting:*

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

- Make recommendations for optimizing portfolio performance.

8. *Relationship Management:*

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

9. *Technology Utilization:

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

10. *Continual Learning:*

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

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

*Qualifications:*

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

Investment Management Associate:

- Represent a top Global Bank

- Portfolio Management (Unit Trusts and Funds)

- Update investors on market movements

- Onboarding of new investors through Business Development

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

- Relationship Management with existing clients and external stakeholders

Training provided:

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

- In-house training by professional and external trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Leadership Training

Why Join Us:

- Clear career progression

- Competitive salary

- Collaborative environment

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

Requirements:

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

- Team Player

- Bachelor's Degree

- Go getter

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

Responsibilities:

1. Portfolio Analysis:

- Conduct in-depth analysis of investment portfolios, assessing performance metrics and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. Market Research:

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

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

3. Client Interaction:

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

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

4. Asset Allocation:

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

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

5. Due Diligence:

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

- Prepare comprehensive reports outlining investment recommendations and associated risks.

6. Regulatory Compliance:

- Ensure compliance with relevant financial regulations and internal policies.

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

7. Performance Reporting:

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

- Analyze performance metrics and make recommendations for optimizing portfolio performance.

8. Relationship Management:

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

- Collaborate with internal teams, including financial advisors and risk management, to enhance client satisfaction.

9. Technology Utilization:

- Leverage financial software and tools for data analysis, risk assessment, and portfolio management.

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

10. Continual Learning:

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

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

Qualifications:

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

Job Description

- Represent a top Global Bank

- Portfolio Construction and Portfolio Management

- Update clients on market movements and the economy

- Business Development to onboard mass affluent and high net worth clients

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

- Relationship Management with existing clients

- Introduction of Wealth Management tools to clients

- Customised career progression (Sales or Management Track)

Training Provided

- Monthly investment training by more than 30 Global Asset Managers (JP Morgan, Goldman Sachs, Franklin Templeton, BlackRock etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- Communications training

- Management training

- Structured training to put you on the path of success

Requirements

- Go Getter

- Excellent communication skills

- Highly motivated individuals who work well in a team

- Local Diploma / Full 'A' Level Cert / Degree

- Candidates with a background in Wealth Management or Sales would have an added advantage

Contract: 1 yr renewable

Domain: Bank

Location: Changi Business Park

Job Function
1. Loan Processing: Process loan applications (Single Premium Financing/Share Margin Financing), ensuring that they comply with the Bank’s lending guidelines.
2. Documentation: Prepare and review loan agreement / welcome pack. Ensure all documentation are completed accurately and filed appropriately.
3. Generate daily reports and system reconcillation
4. Attend to emails received through the team’s Functional Mailbox.
5. Provide any other assigned tasks to support the Credit team in ensuring that credit underwriting is carried out expediently and in accordance to Bank’s credit policies.

Accountabilities
1. Deliver quality services to Business units by adopting a systematic and consistent approach in line with the Bank’s credit policies and procedures.
2. Achieve and adhere to specified performance standards in turnaround time and accuracy.

Interested applicants please email your latest resume to [email protected] for a quicker response.

*Responsibilities:*

1. *Portfolio Analysis:*

- Conduct in-depth analysis of investment portfolios and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. *Market Research:*

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

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

3. *Client Interaction:*

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

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

4. *Asset Allocation:*

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

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

5. *Due Diligence:*

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

6. *Regulatory Compliance:*

- Ensure compliance with relevant financial regulations and internal policies.

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

7. *Performance Reporting:*

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

- Make recommendations for optimizing portfolio performance.

8. *Relationship Management:*

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

9. *Technology Utilization:

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

10. *Continual Learning:*

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

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

*Qualifications:*

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

Responsibilities:

1. Portfolio Analysis:

- Conduct in-depth analysis of investment portfolios, assessing performance metrics and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. Market Research:

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

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

3. Client Interaction:

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

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

4. Asset Allocation:

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

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

5. Due Diligence:

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

- Prepare comprehensive reports outlining investment recommendations and associated risks.

6. Regulatory Compliance:

- Ensure compliance with relevant financial regulations and internal policies.

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

7. Performance Reporting:

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

- Analyze performance metrics and make recommendations for optimizing portfolio performance.

8. Relationship Management:

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

- Collaborate with internal teams, including financial advisors and risk management, to enhance client satisfaction.

9. Technology Utilization:

- Leverage financial software and tools for data analysis, risk assessment, and portfolio management.

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

10. Continual Learning:

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

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

Qualifications:

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.