Total 6 sales advisor job vacancies in Finance / Banking / Insurance category in singapore singapore

Primary Function of Position

The Senior Analyst works closely with marketing and sales leadership to perform detailed analyses for the commercial organization and proactively provides strategic insights and guidance to senior executives. There is significant interaction with commercial executives as well as cross-functional work across commercial finance, training, marketing, and our Asia sales operations teams. This is a highly analytical role involving the manipulation of large data sets, requires a keen understanding of sales and marketing concepts, and the ability to communicate and develop meaningful work relationships with multiple executive business partners.

Essential Job Duties

• Serve as a business consultant for Asia Marketing and Sales leadership
• Develop models and dashboards to track new product launches and the impact of marketing programs and initiatives
• Develop, articulate, and defend analytical positions
• Support customer data capture and analytics for major marketing tradeshows and events
• Provide detailed and actionable analysis to the marketing and sales organizations to drive performance
• Provide analytics and ROI around peer-to-peer learning initiatives, including surgeons who perform case observations, proctoring events, and mentor/epicenter sites
• Develop tools and dashboards that highlight opportunity and enable our capital sales team to more effectively sell da Vinci technology
• Participate with cross functional-teams to investigate and resolve operational issues
• Provide early insights regarding market trends and the resultant strategic/business model impact Utilize SQL and Tableau to query CRM, Customer Service, and Finance databases
• Work with Executive commercial leadership to develop board-level presentation materials
• Use analytical skills to verify or dispel anecdotal insights

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today! Investment Advisors (IA) are investment specialists within the front office team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers in managing client portfolios. • Provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client's target strategic assets allocation to meet investment objectives and risk profile. • Communicate on house views to the respective marketing teams and work with product specialist for specific support and training • Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews. • Participate in product idea generation and solutions by : a) keeping abreast of products in the market b) proposing new product ideas c) promoting ideas approved and endorsed by the Product Council where applicable d) developing, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes • Ensure adherence to internal and external regulations and policies at all times Qualifications • Bachelor Degree in the fields of either Finance, Business, Economics or Banking • 2~3 years in financial industry in an investment advisory position • Preferably CFA and CACS certified • Strong knowledge of products across asset classes • Strong interpersonal and communications skills • Strong analytical and strategic thinking skills • Possess future oriented mindset, strive to innovate and adapt to changes • Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments • Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient • Chinese proficiency is required as this role is required to deal with Chinese clients

Responsibilities: Develop and execute a robust sales strategy tailored to the unique needs of institutional clients, including family offices, independent asset managers, wealth management firms, insurance firms, and regional banks. Cultivate and sustain meaningful relationships with key stakeholders in the target segments. Utilize your current book of business and strong network to gather assets for the firm. Drive business growth by building new relationships and expanding existing ones. Showcase a deep understanding and experience in the fixed income asset class and markets. Develop a comprehensive business plan to outline how you will build the business for the organization, leveraging your current clients and continuing to build new relationships.   Qualifications: Proven track record in institutional sales, specifically in fixed income fund sales. Strong relationships and connections with family offices, independent asset managers, wealth management firms, insurance firms (especially smaller regional players), and regional banks in North, South, Southeast Asia, and the Middle East. Experience in business development roles at asset management firms, with a successful track record of gathering assets. Solution-oriented and result-driven individual with a drive to build business. Clear understanding and experience in the fixed income asset class and markets. Ability to confidently present a business plan outlining how you will contribute to the organization's growth by leveraging your current clients and expanding your network.   Why is This Role for You: Impactful Growth: Be a driving force behind the organization's expansion in the institutional market segment. Professional Development: Gain insights and exposure in the world of fixed income funds, collaborating with seasoned professionals. Strategic Leadership: Shape the organization's market positioning and engagement strategies. Collaborative Environment: Thrive in a culture that values innovation and encourages fresh perspectives.   If you are a seasoned professional with a current book of business, strong relationships, and a track record of success in institutional sales, we invite you to apply. Take on this opportunity to build and grow the business for the organization and contribute to its success.   Please submit your resume to [email protected] for a confidential discussion We look forward to hearing from you. Thank you!   **All information will be treated with the strictest confidence. We regret to inform you that only short-listed applicants would be notified. Thank you for your understanding ***

Assistant VP / Manager, Client Advisor Assistant, Private Bank Posting Date: 8 Jan 2024 Location: City Area Main (City Area), Singapore, Singapore, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers. About the Department UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business and investment services. Job Responsibilities Delivers superior client experience through understanding, anticipating, and executing client's transactionsand providing excellent administrative and organizational support to Private Bankers (Senior Client Advisor/Market Head/Senior Team Lead)Prompt and accurate processing of clients banking and investmenttransactions. Activities include and is not limited to account onboarding and static maintenance, assettransfers, deposit, and loan processing. Market covered: Asia Track and manage document deficiencies attend to client queries and review and resolve client enquiriesand issues in a timely and satisfactory manner Coordinate across departments to implement and deliver on client commitments Escalate service issues to relevant internal stakeholders As and when required, Senior CAAs Provide financial solutions that are tailored to customers' needs and objectives or provide mentorship to new CAAs as well as participate in adhoc projects e.g., systems application UAT, process improvements and focus groups. Job Requirements • Minimum Diploma/Degree holder with preferably 3 years minimum experience as an Assistant RM (ARM) intheWealth Management segment (including Premier / Priority Banking segment) • CACS Certification (Paper 1 & 2) - a strong advantage • Knowledge in booking and settling trades of various asset classes and products a strong advantage e.g.Fixed Income, Equities, FX-linked products, unit trusts, Funds, Structured Notes, and handling account opening documentations, payments and securities transfers. Generic Skills • Service Orientation • Communication • Problem Solving • Interpersonal Skills • Teamwork • Lifelong Learning Technical Skills • Account Management • Technology Application • Service Challenges • Stakeholder Management • Partnership Management Be a part of UOB Family UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application. Apply now and make a difference.

Client is a Swiss Private Bank   Objective Summary       To provide value added FX service to clients plus helping the desk for execution in securities.   Duties & Responsibilities Coverage of major currencies, emerging market currencies and precious metals. Provide value added FX advisory services to direct dealing clients and RM in Singapore, Hongkong and Dubai markets Engage active direct dealing clients for trading opportunities. Ensure smooth, quick and “best price” executions. Assist the team in weekly FX presentation/ market updates/Monthly contributions to publication when required. Covering duties when the cash equity dealer is away from work. To execute direct dealing equity clients orders with voice brokers and also via electronic platform. Equity orders include exchange listed options too. Pick up in FX volume More direct dealing transactions. More ideas generation     Requirements Knowledge of futures trading an advantage Ability to early start at 7am as part of 24-hour dealing crew (Working Hours: 7am-5pm) At least 6-8 years of relevant experience Ability to go the extra mile for the client. Follow up on clients’ needs and quick response. Pay attention to details. Know the existing exposure and prepare for exit strategies on worst case basis.     We apologize that only shortlisted candidates will be contacted. Thank you. By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates collecting, using and disclosing my personal data for the purposes set out in the Privacy Policy which is available at www.persolkelly.com.sg  I also acknowledge that I have read, understood, and agree to the said Privacy Policy.   PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E EA License No. 01C4394 • EA Registration No. R23115759 (CHUA YOU YI, OLIVIA)

Assistant VP / Manager, Client Advisor Assistant, Private Bank Posting Date: 29 Jan 2024 Location: Singapore (City Area), Singapore, Singapore, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers. About the Department UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's comprehensive suite of personal, business and investment services. Job Responsibilities Delivers superior client experience through understanding, anticipating, and executing client's transactionsand providing excellent administrative and organizational support to Private Bankers (Senior Client Advisor/Market Head/Senior Team Lead)Prompt and accurate processing of clients banking and investmenttransactions. Activities include and is not limited to account onboarding and static maintenance, assettransfers, deposit, and loan processing. Market covered: Asia Track and manage document deficiencies attend to client queries and review and resolve client enquiriesand issues in a timely and satisfactory manner Coordinate across departments to implement and deliver on client commitments Escalate service issues to relevant internal stakeholders As and when required, Senior CAAs Provide financial solutions that are tailored to customers' needs and objectives or provide mentorship to new CAAs as well as participate in adhoc projects e.g., systems application UAT, process improvements and focus groups. Job Requirements • Minimum Diploma/Degree holder with preferably 3 years minimum experience as an Assistant RM (ARM) intheWealth Management segment (including Premier / Priority Banking segment) • CACS Certification (Paper 1 & 2) - a strong advantage • Knowledge in booking and settling trades of various asset classes and products a strong advantage e.g.Fixed Income, Equities, FX-linked products, unit trusts, Funds, Structured Notes, and handling account opening documentations, payments and securities transfers. Generic Skills • Service Orientation • Communication • Problem Solving • Interpersonal Skills • Teamwork • Lifelong Learning Technical Skills • Account Management • Technology Application • Service Challenges • Stakeholder Management • Partnership Management Be a part of UOB Family UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application. Apply now and make a difference.