Total 4 sales specialist job vacancies in Finance / Banking / Insurance category in D26 Upper Thomson, Springleaf

What The Role Is

At #TeamCPF, you’re not just joining a team; you are embracing a culture of excellence, collaboration, and meaningful impact. You will play a pivotal role in empowering over 4 million members to secure their retirement, healthcare, housing needs and better navigate life’s uncertainties.

We thrive on sharp minds and insightful decisions. Your ability to analyse and think critically isn't just valued; it's essential. Every choice you make contributes to our collective success.

Collaboration is our way of life. We believe in the power of effective partnerships and seamless communications across teams. Together, we amplify each other’s strengths and achieve remarkable results.

Our learning never stops. We encourage your inquisitiveness and courage to embrace new challenges head-on. Your agility, readiness to challenge conventions, embrace of data-driven strategies, dedication to learning and applying new skills fuels our innovation and progress.

At the core of everything we do lies a genuine desire to make a difference. We serve our community and support each other with compassion, empathy, and unwavering dedications. Every action we take is guided by a deep sense of purpose and a commitment to those we serve.

Join us at #TeamCPF! Together, let's redefine possibilities and leave a legacy that echoes for generations.

What You Will Be Working On

As an Investment Compliance and Risk Specialist, you will be responsible for ensuring adherence to regulatory requirements and internal policies related to investment compliance and risk management.

In this role, you will:

• Conduct pre-trade compliance checks for internally managed portfolios to ensure adherence to investment guidelines and regulatory requirements.
• Perform post-trade compliance monitoring and risk reporting for all investment portfolios, including coordination with investment managers and custodian banks.
• Prepare, analyse, and monitor investment risk and exposure reports for presentation to Management and Investment Committee.
• Implement the quarterly Personal Trading Declaration exercise, overseeing checks on staff personal trading activities, and reviewing and updating Standard Operating Procedures (SOPs) and investment guidelines as necessary.
• Lead custodian transition and guideline implementation projects in collaboration with external stakeholders, ensuring smooth execution and compliance with established procedures.

What We Are Looking For

We value the diverse talents and experiences that each individual brings to the table. While mastery of every requirement may not be necessary, familiarity and expertise in some of the following areas will position you for success within this team.

• Relevant experience in investment compliance or risk management.
• Good knowledge knowledge of complex investment instruments and associated risks, such as FX hedging and USD-denominated instruments
• Proficiency in Microsoft Office tools, including Word, PowerPoint, and Excel, with advanced skills in Excel including VBA (Visual Basic for Applications) and Power Query.
• Proficiency in Excel PowerQuery and Data Analytics Expression (DAX) for advanced data manipulation and analysis is preferred.
• Strong analytical skills with the ability to interpret complex data and identify trends and patterns.
• Effective communication and interpersonal skills, with the ability to collaborate with internal and external stakeholders at all levels.
• Prior experience in automation projects, with knowledge of programming languages such as Python or UiPath is a plus.

The seniority of appointment and actual corporate job title will commensurate with individual work experiences.

Position is on a 1-year full-time contract directly under the payroll of CPF Board with an option to renew, contingent upon confirmation and subject to organisational needs. Additionally, there is potential for emplacement into a permanent position.

What you can expect

Being Part Of #TeamCPF Means Embarking On a Challenging And Rewarding Career In a Progressive Workplace That Values Productivity And Growth. Here’s What Awaits You

• Opportunities to engage in a mix of formal and informal training, keeping your skills sharp in our ever-evolving technological landscape.
• Promotion opportunities based on your capability and on-the-job performance.
• A vibrant community of like-minded and friendly colleagues, where collaboration and creativity thrive.
• A hybrid work model that offers flexibility for remote work, subject to exigencies of service.
• Flexible dress code that empowers you to choose your appropriate outfit for the day.
• A comprehensive rewards package that includes annual leave, pro-family leave, medical and dental benefits, and access to recreational activities.

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

Shape your Career with Citi

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

We’re currently looking for high caliber professionals to join our Citi Private Bank team. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country
• We empower our employees to manage their financial well-being and help them plan for the future
• We provide access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresse

The Investment Sales Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• Alternative Investments (Private Equity, Real Estate and Hedge Funds). Whilst the role is focused on Alternative Investments, the role does involve being able to have a working knowledge of the entire Managed Investments platform, and Citi’s broad Investments capabilities.
• The successful candidate will work very closely with our Private Bankers and Investment Counselors. The person who fills this roll must have a knowledge of Investments including Hedge Funds, Private Equity and Real Estate. The successful candidate must be comfortable with detail problem solving - to create the client solutions. Preferably, this candidate will be someone with in depth knowledge of the various hedge fund strategies both international and domestic. This person will be in constant contact with CPB Investments Teams as well as directly with our clients. Good sales and product skills are required, also a high degree of professionalism - client service is equally important as new business development. Often solutions require coordinating negotiations with our client's in-house attorney and our CPB attorney regarding client agreements.
• Participate in relationship review meetings with bankers and clients to explore investment management needs
• Respond to banker team leads for sales opportunities - first interviewing banker team - then speaking to the client
• Delve into needs with clients - analyze their alternative investment needs, craft solutions and present recommendations in written proposals
• Ensure that solution is implemented, remain in contact with client - look for add on business
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 6-10 years of experience
• Excellent sales skills - ability to demonstrate online systems to clients and prospects
• Knowledge of AI products
• Attention to detail and good follow-up skills
• Excellent written, listening and verbal communication skills
• The ability to effectively deal with people at all levels - internal as well as clients, excellent interpersonal skills

Education:

• Bachelor's/University degree, Master's degree preferred
• Chinese language skills
• 5+ years of experience in Alternatives preferred
• Singapore local licensing

The successful candidate will be awarded a 1 year contract with completion bonus.

Job Description:

• Responsible for managing and processing invoices for payment and ensure all AP transactions are processed timely and accurately.
• Review request of new vendor creation in accounting systems and ensure policy and procedures are strictly adhere to.
• Provide strong support and guidance to junior staff and able to take initiative to resolve disputes pertaining to Accounts Payable matters.
• Support Finance Manager with adhoc projects and tasks as needed.

Requirements for Specialist:

1. Degree in Accounting/Finance or equivalent
2. Preferably 8 years’ experience in AP operational processes with some supervisory experience.
3. Willing to support Ad hoc tasks assigned by Finance Manager.
4. Hands-on experience with Microsoft office and ERP system.
5. Proficient in Excel
6. Independent and confident to carry out assignment in an efficient and effective manner
7. Meticulous, organised, pro-active and able to work under pressure
8. Effective communication skill in both spoken and written.
9. Preferably able to start work immediately

What The Role Is

At #TeamCPF, you’re not just joining a team; you are embracing a culture of excellence, collaboration, and meaningful impact. You will play a pivotal role in empowering over 4 million members to secure their retirement, healthcare, housing needs and better navigate life’s uncertainties.

We thrive on sharp minds and insightful decisions. Your ability to analyse and think critically isn't just valued; it's essential. Every choice you make contributes to our collective success.

Collaboration is our way of life. We believe in the power of effective partnerships and seamless communications across teams. Together, we amplify each other’s strengths and achieve remarkable results.

Our learning never stops. We encourage your inquisitiveness and courage to embrace new challenges head-on. Your agility, readiness to challenge conventions, embrace of data-driven strategies, dedication to learning and applying new skills fuels our innovation and progress.

At the core of everything we do lies a genuine desire to make a difference. We serve our community and support each other with compassion, empathy, and unwavering dedications. Every action we take is guided by a deep sense of purpose and a commitment to those we serve.

Join us at #TeamCPF! Together, let's redefine possibilities and leave a legacy that echoes for generations.

What You Will Be Working On

As an Investment Compliance and Risk Specialist, you will be responsible for ensuring adherence to regulatory requirements and internal policies related to investment compliance and risk management.

In this role, you will:

• Conduct pre-trade compliance checks for internally managed portfolios to ensure adherence to investment guidelines and regulatory requirements.
• Perform post-trade compliance monitoring and risk reporting for all investment portfolios, including coordination with investment managers and custodian banks.
• Prepare, analyse, and monitor investment risk and exposure reports for presentation to Management and Investment Committee.
• Implement the quarterly Personal Trading Declaration exercise, overseeing checks on staff personal trading activities, and reviewing and updating Standard Operating Procedures (SOPs) and investment guidelines as necessary.
• Lead custodian transition and guideline implementation projects in collaboration with external stakeholders, ensuring smooth execution and compliance with established procedures.

What We Are Looking For

We value the diverse talents and experiences that each individual brings to the table. While mastery of every requirement may not be necessary, familiarity and expertise in some of the following areas will position you for success within this team.

• Relevant experience in investment compliance or risk management.
• Good knowledge knowledge of complex investment instruments and associated risks, such as FX hedging and USD-denominated instruments
• Proficiency in Microsoft Office tools, including Word, PowerPoint, and Excel, with advanced skills in Excel including VBA (Visual Basic for Applications) and Power Query.
• Proficiency in Excel PowerQuery and Data Analytics Expression (DAX) for advanced data manipulation and analysis is preferred.
• Strong analytical skills with the ability to interpret complex data and identify trends and patterns.
• Effective communication and interpersonal skills, with the ability to collaborate with internal and external stakeholders at all levels.
• Prior experience in automation projects, with knowledge of programming languages such as Python or UiPath is a plus.

The seniority of appointment and actual corporate job title will commensurate with individual work experiences.

Position is on a 1-year full-time contract directly under the payroll of CPF Board with an option to renew, contingent upon confirmation and subject to organisational needs. Additionally, there is potential for emplacement into a permanent position.

What you can expect

Being Part Of #TeamCPF Means Embarking On a Challenging And Rewarding Career In a Progressive Workplace That Values Productivity And Growth. Here’s What Awaits You

• Opportunities to engage in a mix of formal and informal training, keeping your skills sharp in our ever-evolving technological landscape.
• Promotion opportunities based on your capability and on-the-job performance.
• A vibrant community of like-minded and friendly colleagues, where collaboration and creativity thrive.
• Flexibility of a hybrid work model allowing remote work for up to 50% of the time, contingent upon the exigencies of service.
• Flexible dress code that empowers you to choose your appropriate outfit for the day.
• A comprehensive rewards package that includes annual leave, pro-family leave, medical and dental benefits, and access to recreational activities.