• Salary: SGD 2,500 - SGD 2,800
• Working hour: Mon – Fri (9am - 6pm) | Saturday (9am – 1pm)
• Working day: 5.5 days
• Working location: Ubi

Overview:

A crucial role in processing claims and ensuring timely resolution. Your dedication to learning and attention to detail will contribute to maintaining high levels of client satisfaction.

Responsibilities:

• Executive the intake and registration of new insurance claims, ensuring accurate and complete data entry into the claims management system.
• Review and organize claim documentation, including forms, reports, and correspondence, for accuracy and completeness.
• Process claim-related correspondence, including emails, letters, and faxes, and distribute to appropriate personnel for further action.
• Maintain claim files and databases, updating information as needed and ensuring confidentiality and security of sensitive data.
• Generate claim-related reports and documents, such as claim status updates, settlement offers, and denial letters, as directed by claims adjusters or supervisors.
• Communicate with policyholders, claimants, and other involved parties to provide information and assistance regarding claim status, documentation requirements, and next steps in the claims process.
• Assist with scheduling appointments and inspections, coordinating with mechanic and other external vendors as necessary.
• Collaborate with Sale associate & Operation manager, such as underwriting and finance, to resolve claim-related inquiries and discrepancies.
• Participate in training sessions and meetings to stay informed about changes in claim procedures, regulations, and industry best practices.
• Perform other administrative tasks and special projects as assigned by management to support the efficient operation of the claims department.

If you are interested to apply, kindly WhatsApp me your updated resume in DOC file and allow our Consultant to match you with our Clients.

Whatsapp: +65 8525 2419

Email: [email protected]

Tan Man Ee Reg No: R22108289

The Supreme Hr Advisory Pte Ltd EA No: 14C7279

• Position: Claim Coordinator
• Salary: SGD 2,500 - SGD 2,800
• Working hour: Mon – Fri (9am - 6pm) | Saturday (9am – 1pm)
• Working day: 5.5 days
• Working location: Ubi

Interested applicants can also send your resume to WA: +65 8827 8712 (Ms Lynne) and allow our Consultant to match you with our Clients. No Charges will be incurred by Candidates for any service rendered.

TAN LEE XIAN Reg No: R24123487

The Supreme HR Advisory Pte Ltd EA No: 14C7279

Overview:

A crucial role in processing claims and ensuring timely resolution. Your dedication to learning and attention to detail will contribute to maintaining high levels of client satisfaction.

Responsibilities:

• Executive the intake and registration of new insurance claims, ensuring accurate and complete data entry into the claims management system.
• Review and organize claim documentation, including forms, reports, and correspondence, for accuracy and completeness.
• Process claim-related correspondence, including emails, letters, and faxes, and distribute to appropriate personnel for further action.
• Maintain claim files and databases, updating information as needed and ensuring confidentiality and security of sensitive data.
• Generate claim-related reports and documents, such as claim status updates, settlement offers, and denial letters, as directed by claims adjusters or supervisors.
• Communicate with policyholders, claimants, and other involved parties to provide information and assistance regarding claim status, documentation requirements, and next steps in the claims process.
• Assist with scheduling appointments and inspections, coordinating with mechanic and other external vendors as necessary.
• Collaborate with Sale associate & Operation manager, such as underwriting and finance, to resolve claim-related inquiries and discrepancies.
• Participate in training sessions and meetings to stay informed about changes in claim procedures, regulations, and industry best practices.
• Perform other administrative tasks and special projects as assigned by management to support the efficient operation of the claims department.

If you are someone who is passionate, looking for something more than just a basic salary, and love interacting with people….
Look no further!! Apply now!

Responsibilities:

• Acquire and build strong banking relationship with new and existing clients
• Provide clients with holistic, timely information, advice and recommendation to choose the right type and amount of banking products
• Provide high value services delivery via calls/correspondence and create opportunity to develop customer relationship, whilst ensuring that delivery standards to achieve total client satisfaction are met.
• To work with senior manager to plan for marketing activities
• Utilise a combination of the branch network, tele-consulting and referrals to meet/ exceed customer satisfaction
• Explore opportunities via events and quality leads etc.
• Work on referrals from company and ensure customer satisfaction
• Work on referrals from company and ensure sales conversions

Requirements:
• A recognized Diploma/ Degree in any field
• Prior financial sales work experience will be an advantage
• Strong passion for sales career and wealth management
• Excellent communication and interpersonal skills
• Results-oriented with strong time management skills

EA Name: Louise Chia Chau Lu
Registration No. R1769464
EA License No. 22C1201

Job Info:

• Salary: Basic up to $3500 + VB
• Working Hours: Monday - Friday (8:30am - 5:30pm)
• Location: Newton MRT

Job Scope:

• Assist the Financial Services operations team
• Gather and organize all operational documents for the business unit
• Ensure operational documentation is kept up-to-date
• Provide the team with regular reports

Requirements:

• At least 1 year of relevant working experience in Financial Industry

Please submit your updated resume by using the APPLY NOW BUTTON

By submitting your personal data and/or resume to us in connection with your job application, you will be deemed to have agreed and consented to us in collecting, using, retaining, and disclosing your personal data and/or resume to prospective employers for the purpose of the evaluating, processing and administration by company relating to this job application.

*We regret to inform you that only shortlisted candidates would be notified*

We wish you all the best in your career search.

You are welcome to visit our website at http://www.rkgroup.sg/

RK Recruitment Pte Ltd | EA License No.: 20C0280

Chou Jia Hooi | EA Personnel No.: R23115147

Sales/ Finance Assistant (Maritime)

• Working hours: 9 am to 5.30 pm (Flexi, WFH once a week after probation completion)
• Working days: 5 days (Mon-Fri)
• Locations: Kaki Bukit
• Salary: S$2,000 - S$2,800 (depending on experience)

Finance

Responsibilities:

• Ensure all vendor invoices are correctly recorded and paid in a timely manner.
• Record and apply outgoing/incoming payments accurately into system.
• Prepare monthly bank reconciliation.
• Responsible for preparing and reimbursement of petty cash.
• Follow up outstanding accounts receivables.
• Assist in the preparation of GST input tax filings.
• Any ad hoc assignment that may assigned from time to time.

Sale Support

Responsibilities:

• Support Sale and project Team and coordinate sales-related activities within the organization (including Hong Kong, China and Philippines orders).
• Generate delivery orders and sales invoices.
• Ensures accurate and timely processing of shipping documents and invoices.
• Inform customers of any delays and arrange alternate delivery dates.
• Closely follow up and update customers on delivery dates.
• Prepare purchase orders to Suppliers.
• Liaise and co-ordinate with Suppliers to ensure timely delivery and collection of goods.
• Appoint and co-ordinate with freight forwarder to deliver goods to our warehouse.
• Co-ordinate with Logistic/Warehouse on delivery schedule.
• Handle email/phone enquiries.
• Other ad-hoc duties as and when assigned.

Qualification / Requirement

• Minimum 1 year’s relevant experience in accounting/logistics.
• Training will be provided.
• Attention to details and data accuracy.
• Well-versed in MS Office, especially MS Excel, PowerPoint and Word
• Basic knowledge on SAP BeOne system will be a plus.
• Able to start work within short notice period or immediately preferred

Apply now for Interview arrangment

Daniel Wong Reg No: R2095781

The Supreme HR Advisory Pte Ltd EA No: 14C7279

Bank Roadshow Sales

• Earn uncapped commission with a basic (gross salary up to 5k)

• No experience are welcomed to apply

• Career progression, when there is opportunity

Responsibilities

• Creating awareness on Credit Card benefit at roadshows

• Promoting Credit Card to client based on their needs after speaking to them

• Ensure compliance to bank's security processes

Requirements

• Minimum GCE “N” with 3 passed includes Math

• Travel to different roadshow locations located islandwide, according to a given weekly schedule

• 6 day work week

• 11.30am - 8.30pm

• $2.5K + high commission

• Good communication skill

• Self-Motivated and independent

Selected candidate(s) will undergo training.

Staff who have performed well over time, might be promoted to managerial post, to train and improve performance of the team if there is an opportunity

Position open to Singaporean only.

About the company

Finsense Technologies Pte Ltd offers an unparalleled range of personal services and corporate services for the establishment and operation of our clients, from business loans to infrastructure services, IT support, workspace solutions, and local partnership establishment.

Job Summary:

Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager

Responsibilities

• Attending to customers and provide financial advice.
• Plan out and manage investment policies to achieve clients' financial goals.
• Maintain and develop long-lasting relationships with both existing and potential customers.
• Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
• Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
• Conclude sales through referrals from colleagues.
• Attend to enquiries from walk-in customers.

Benefits and Prospect

• Basic salary + high commisions
• Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
• Hybrid arrangements - flexible work
• Medical benefits
• Internal mobility options

Requirements:

• Bachelor's degree from a recognized university or a diploma from a local polytechnic
• Interested in financial planning or wealth management.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

EA License No. 01C4394 • RCB No. 200007268E •Derrick Tiew Yong Han EA Registration No. R1877971

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

Job Summary:

Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager

Responsibilities

• Attending to customers and provide financial advice.
• Plan out and manage investment policies to achieve clients' financial goals.
• Maintain and develop long-lasting relationships with both existing and potential customers.
• Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
• Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
• Conclude sales through referrals from colleagues.
• Attend to enquiries from walk-in customers.

Benefits and Prospect

• Basic salary + high commisions
• Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
• Hybrid arrangements - flexible work
• Medical benefits
• Internal mobility options

Requirements:

• Bachelor's degree from a recognized university or a diploma from a local polytechnic
• Interested in financial planning or wealth management.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

EA License No. 01C4394 • RCB No. 200007268E •Derrick Tiew Yong Han EA Registration No. R1877971

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

Job Description

Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager (Bancassurance)

Job Description:

1. Serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.
2. Seek opportunities to engage customers
3. Provide Services to clients

Job Benefits:

· Base salary + Sales Allowance

· Location: Across Singapore

· Annual leave

· Flexi benefits

· Other leave types: Paternity, Childcare leave OR where applicable/regulated by MOM

· Medical benefits eligible for Self & Dependents

· Preferential Interest Rate for Home loan

· Internal mobility opportunity

Requirements:

Min. Diploma/Degree in any discipline

Have passion for banking and wealth management

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

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

PERSOLKELLY Singapore Pte Ltd

• RCB No. 200007268E

• EA License No. 01C4394

• EA Registration No. R24120918 TAM SEE MIN

Responsibilities:

1. Customer Engagement:

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge:

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. Sales Targets:

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. Documentation and Processing:

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. Compliance:

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. Problem Resolution:

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. Team Collaboration:

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. Market Research:

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. Training and Development:

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

Qualifications:

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

Benefits:

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.

*Responsibilities:*

1. *Customer Engagement:*

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. *Product Knowledge:*

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. *Sales Targets:*

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. *Documentation and Processing:*

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. *Compliance:*

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. *Problem Resolution:*

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. *Team Collaboration:*

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. *Market Research:*

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. *Training and Development:*

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

*Qualifications:*

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

*Benefits:*

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.

Our client is international financial services firm that provides alternative investment solutions to clients. They partner with private banks and asset management firms to provide bespoke products such as private equity funds, private credit, infrastructure funds etc. As the business continues to grow, they are looking for Director, Private Banking Distribution Sales and the role is based in Singapore.

Key responsibilities

• Liaise with private banks to market the firm’s capabilities on alternative asset products to them
• Business development and maintain relationships with private banking channels
• Work with other teams to source and structure alternative asset investment solutions for private banks
• Provide good quality of product solutions and service to private banking channel clients
• Keep track on the alternative asset management market on investment trends
• Organize and participate in industry events/roadshow

Key requirements

• Bachelor's degree in Finance or other discipline
• At least 7 years of private banking channel sales/ distribution experience
• Strong network in private banking industry
• Knowledge of alternative asset classes such as private equity, private equity, infrastructure, venture capital funds etc
• Good sales track record
• Motivated, good communication and presentation skills

I

nterested parties please send your resume to Loretta Chan at [email protected]

Regrettably only shortlisted candidates will be contacted

EA License Number: 20C0180| Registration no: R1876188 |

Job Summary:

Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager

Responsibilities

• Attending to customers and provide financial advice.
• Plan out and manage investment policies to achieve clients' financial goals.
• Maintain and develop long-lasting relationships with both existing and potential customers.
• Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
• Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
• Conclude sales through referrals from colleagues.
• Attend to enquiries from walk-in customers.

Benefits and Prospect

• Basic salary + high commisions
• Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
• Hybrid arrangements - flexible work
• Medical benefits
• Internal mobility options

Requirements:

• Bachelor's degree from a recognized university or a diploma from a local polytechnic
• Interested in financial planning or wealth management.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

EA License No. 01C4394 • RCB No. 200007268E •Derrick Tiew Yong Han EA Registration No. R1877971

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

Job Summary:

Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager

Responsibilities

• Attending to customers and provide financial advice.
• Plan out and manage investment policies to achieve clients' financial goals.
• Maintain and develop long-lasting relationships with both existing and potential customers.
• Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
• Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
• Conclude sales through referrals from colleagues.
• Attend to enquiries from walk-in customers.

Benefits and Prospect

• Basic salary + high commisions
• Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
• Hybrid arrangements - flexible work
• Medical benefits
• Internal mobility options

Requirements:

• Bachelor's degree from a recognized university or a diploma from a local polytechnic
• Interested in financial planning or wealth management.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

EA License No. 01C4394 • RCB No. 200007268E •Derrick Tiew Yong Han EA Registration No. R1877971

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

Bank Roadshow / Branch Sales Representative

Responsibilities:

1. Customer Engagement:

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge:

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. Sales Targets:

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. Documentation and Processing:

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. Compliance:

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. Problem Resolution:

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. Team Collaboration:

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. Market Research:

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. Training and Development:

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

Qualifications:

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

Benefits:

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.

Job Description

• Conduct telemarketing calls to promote General Insurance products with clear product knowledge and references, to existing and prospective customers.
• Ensure all call activities are conducted in line to the quality standard.
• Update customer information in the database.

Job Requirement

• Minimum O levels / N level / Nitec or equivalent.
• Strong communication skills.
• Persuasive and highly motivated to make sales.
• Sales driven and possess can-do attitude.

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

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E

EA License No. 01C4394 • EA Registration No. R23114347 (Pang Xue Ni)

• Basic From $3400 to $3800 + Attractive Incentives
• Paid training will be provided
• Fast track progression in the Banking and Finance industry

Responsibilities:

• Work closely with the team to manage clients’ portfolios, perform financial analysis
• Follow on existing list of clients provided by the company
• Maintain customer loyalty and promote brand identity by providing excellent customer service through regular updates and reviews with customers on financial services/information
• Assisting in wealth preservation and capital growth
• Attend to the walk-in and queuing customers and customize solutions to meet clients’ financial objectives

Requirements:

•Degree or Local Diploma in any discipline
•Good communication skills, strong customer service mindset
• Keen interests in the Banking and Finance industry
• Be pro-active, a good listener, people and results-oriented
• Willingness to learn as comprehensive training provided

Attractive Basic Salary Package up to $$3800 Basic + Incentives + Commission + Quarterly Bonus + Full Employment Benefits + Fast-track Progressions in Bank!

For Fast Response, please Email your updated resume in MS Word format with the following details to [email protected]

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

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

Bank Roadshow Sales

• Earn uncapped commission with a basic (gross salary up to 5k)

• No experience are welcomed to apply

• Career progression, promote to leadership position when there is opportunity

Responsibilities

• Creating awareness on Credit Card benefit at roadshows

• Promoting Credit Card to client based on their needs after speaking to them

• Ensure compliance to bank's security processes

Requirements

• Minimum GCE “N” with 3 passed includes Math

• Travel to roadshow locations located islandwide

• 6 day work week

• 11.30am - 8.30pm

• $2.5K + high commission

• Good communication skill

• Self-Motivated and independent

Selected candidate(s) will undergo training and will be assigned to location booth according to weekly work schedule.

Staff who have performed well over time, might be promoted to manager post, to train and improve performance of the team if there is an opportunity

Position open to Singaporean only.

About the company

Finsense Technologies Pte Ltd offers an unparalleled range of personal services and corporate services for the establishment and operation of our clients, from business loans to infrastructure services, IT support, workspace solutions, and local partnership establishment.

Join us as a Credit Sales Associate

• We have an 8 month contract role for a Credit Sales Associate in our Singapore office, focused on the delivery of the broad range of credit products to investors in Australia and NZ
• You’ll take responsibility for the distribution of all primary and secondary credit (bonds, loans and other formats) on behalf of NWM and our 3rd party clients of NWM
• Hone your existing knowledge of credit products and advance your career in this fast-paced role

What you'll do

As a Credit Sales Associate, you’ll be maintaining and strengthening the relationship between NatWest Markets and Australian institutional clients investing primarily in corporate bonds, repos, secured and unsecured loans, real estate loans, infrastructure debt, and who are a mix of asset managers, insurers, banks, pension funds, etc. We’ll expect you to sell any NatWest-led, new issues working closely with Syndicate to ensure a successful syndication. The product delivery also includes clients in Singapore and Hong Kong for private banks and hedge funds.

As well as this, you’ll be:

• Working on the generation of trades for the trading desk and working with trading to buy and sell loan and high yield names which are a focus for the team
• Maintaining regular dialogue with various internal teams to help identify cross-selling opportunities and to make sure the needs of the business are being met
• Supporting and maintain a robust risk control environment
• Implementing a client focus throughout business strategy, communications and client engagement

The skills you'll need

To be successful in this role, you’ll need thorough client knowledge and an understanding of credit market operations. You’ll also need good team working and commercial skills. Along with an extensive track record of client coverage, you’ll have a solid grasp of matching duration constraints, credit rating, and spread and yield targets.

We’ll also be looking for:

• Prior experience in a Rates sales role would be an advantage
• Fluency in English both written and spoken
• The ability to work with a wide variety of clients delivering credit trade idea generation with strong credit content
• Effective multitasking skills, able to navigate client trading activity and information sharing across primary and secondary businesses
• Good knowledge of ESG clients and their needs

Looking for a Banking Career?

We are looking for a passionate and energetic sales person like you!

Immediate Positions! Very attractive income!

Responsibilities:

• Meet targeted sales objectives
• Promote credit cards/personal loans at roadshows/events/exhibitions
• Career progression opportunities
• Travel opportunities

Job Requirements:

• Able to communicate efficiently
• Minimum GCE "N" or "O" level
• No experience needed (Training provided)
• Must be able to work on weekends and public holidays

Job Details:

• Basic + Commission
• Full Time/Permanent (Basic $2500 and above)
• Location: Islandwide
• 5-6 days work week
• Friendly and vibrant working environment

• Basic From $3400 to $3800 + Attractive Incentives
• Paid training will be provided
• Fast track progression in the Banking and Finance industry

Responsibilities:

• Work closely with the team to manage clients’ portfolios, perform financial analysis
• Follow on existing list of clients provided by the company
• Maintain customer loyalty and promote brand identity by providing excellent customer service through regular updates and reviews with customers on financial services/information
• Assisting in wealth preservation and capital growth
• Attend to the walk-in and queuing customers and customize solutions to meet clients’ financial objectives

Requirements:

•Degree or Local Diploma in any discipline
•Good communication skills, strong customer service mindset
• Keen interests in the Banking and Finance industry
• Be pro-active, a good listener, people and results-oriented
• Willingness to learn as comprehensive training provided

Attractive Basic Salary Package up to $$3800 Basic + Incentives + Commission + Quarterly Bonus + Full Employment Benefits + Fast-track Progressions in Bank!

For Fast Response, please Email your updated resume in MS Word format with the following details to [email protected]

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

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

Responsibilities:

1. Customer Engagement:

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge:

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. Sales Targets:

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. Documentation and Processing:

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. Compliance:

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. Problem Resolution:

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. Team Collaboration:

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. Market Research:

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. Training and Development:

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

Qualifications:

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

Benefits:

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.

• Basic From $3400 to $3800 + Attractive Incentives
• Paid training will be provided
• Fast track progression in the Banking and Finance industry

Responsibilities:

• Work closely with the team to manage clients’ portfolios, perform financial analysis
• Follow on existing list of clients provided by the company
• Maintain customer loyalty and promote brand identity by providing excellent customer service through regular updates and reviews with customers on financial services/information
• Assisting in wealth preservation and capital growth
• Attend to the walk-in and queuing customers and customize solutions to meet clients’ financial objectives

Requirements:

•Degree or Local Diploma in any discipline
•Good communication skills, strong customer service mindset
• Keen interests in the Banking and Finance industry
• Be pro-active, a good listener, people and results-oriented
• Willingness to learn as comprehensive training provided

Attractive Basic Salary Package up to $$3800 Basic + Incentives + Commission + Quarterly Bonus + Full Employment Benefits + Fast-track Progressions in Bank!

For Fast Response, please Email your updated resume in MS Word format with the following details to [email protected]

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

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

Job Purpose & Objectives

Support the development of the commercial franchise of the Equity and Investment Solutions Business for BBVA in Asia. Targeted clients are mainly Private Banks, Retail Banks, Securities Houses, Family Offices, Asset Managers in Hong Kong and Singapore.

Key Responsibilities

• Grow the multi-asset structured solutions business with existing clients
• Expand client base and originate new client relationships with a strategic and long-term view
• Execute client transactions on structured products and OTC derivatives, in adherence with the Bank’s policies and guidelines
• Organize investment seminars for clients
• Provide market colour, ideas and sales commentary to clients
• Provide feedback on client activities to internal stakeholders (mainly Trading, Sales Trading)
• Collaborate with support functions
• Suggest ideas to enable cost efficiencies, reduction of operational risk, and scalability of the activity
• Monitor markets and competitors to identify trends and opportunities
• Report on performance and potential issues to direct management, support management as and when required

Job Specifications

• Master degree, CFA Charterholder preferred
• Minimum 8 years’ experience related to Structured Products and OTC Derivatives

Knowledge & Skills

• Strong interpersonal skills, confident, excellent communication and presentation skills
• Reliable and trustable

Language

• Fluent in English and Chinese

Other Skills (e.g. Interpersonal, Communication, etc.)

• Customer-oriented
• Able to work in a multi-functional and cross-cultural environment
• Pro-active, self-motivated, fast learner
• A team player able to work in a fast-paced environment
• High integrity

Recruitment Process

The recruitment process would include personal interviews.

If you are interested in applying for this role, please email your full CV to [email protected]