Total 6,510 Finance / Banking / Insurance job vacancies in 8 MARINA VIEW SINGAPORE

Your next opportunity

Be a part of the dynamic trust team that acts as the key contact point for clients to/assist and resolve clients’ issues. We are seeking a dedicated individual who is passionate about delivering exceptional service to our valued clients and exceeding their expectations at every turn.

Key Responsibilities:

• Trust and Estate Administration: Managing the day-to-day administration of trust portfolios, including but not limited to opening new bank or brokerage accounts, distribution to beneficiaries, fund transfer, and investment management.
• Carry out periodic reviews of assigned trust portfolios to ensure they are being administered in accordance with the trust deeds, the company’s policies, and legal and tax requirements.
• Maintaining accurate and updated trust records. Create Viewpoint Master files, set up and uploaded all trust documents into ViewPoint and maintenance of all necessary principal records and trust files.
• Acts as a primary point of contact for trust clients and ensures transparency in trust administration by providing high-quality customer service to clients, building strong relationships, and maintaining a client-focused approach.
• Ability to draft trustee minutes, resolutions, or any trust related documents.
• Administration of trusts and foundations, including its underlying structure and portfolios.
• Work closely with other departments to coordinate services for clients.
• Collaborate with professional advisors, investment managers and banks in the management of the assets of the trusts and foundations.

Qualifications Requirements:

• Bachelor's degree in business administration, law, finance, accounting, or relevant field.
• Minimum 2 years of experience in Trust Administration or relevant. 1 year+ of experience in solid Trust Administration will be considered and are strongly encouraged to apply (remuneration will commensurate with experience)
• Solid understanding of relevant trust laws and regulations related to trusts, estate planning, taxation, and fiduciary responsibilities.
• Strong analytical skills, attention to detail, and problem-solving abilities.
• Excellent communication skills, both written and verbal.
• Ability to work in a discreet and utmost confidentiality with high ethical standards to protect clients' data.
• STEP qualification will be an added advantage.

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

• Provide insurance broking advice and insurance placement for clients.
• Prepare various relevant documentation required for insurance placement.
• Handle renewal business and checking of policies.
• Collate documents and information relating to claims as received from various parties.

Requirements:

• Certificate in General Insurance
• Diploma in Business Management or equivalent
• At least 3 years of relevant working experience.

If you are keen to apply for the position, kindly email your detailed resume in MS Word to [email protected]

Please note that only shortlisted candidates will be notified.

For more job opportunities, please visit our website at www.recruit-expert.com

EA Licence: 19C9701

Registration: R1326740

Responsibilities:

• Manage a portfolio of clients including Singapore incorporated private companies, foreign companies (branches) and offshore companies.
• Handle complete scope of corporate secretarial duties including but not limited to company incorporation, company strike off, drafting of routine directors’ and shareholders’ resolutions, maintaining statutory registers and records, and lodgements with ACRA.
• Ensure timely compliance with statutory requirements of the Singapore Companies Act and relevant government legislations.
• Liaise with auditors, accountants and other relevant stakeholders.
• Advise and assist clients on matters concerning work pass and related passes.
• Performing due diligence checks on clients.
• Other corporate or ad-hoc duties as and when assigned.

Requirements:

• Preferred 1 year’s relevant experience in a corporate secretarial firm.
• Degree or Diploma in Business Studies, Accounting or other relevant fields.
• Holding or currently pursuing ICSA / CGI qualification or Specialist Diploma in Corporate Secretarial Practice from Temasek Polytechnic would be an advantage.
• Proficiency in written and spoken English to handle statutory documentations.
• Strong analytical skills, resourceful and meticulous.
• Able to prioritise, work under pressure, meet deadlines and handle clients professionally.
• Team player with positive work attitude, able to multi-task and work in a fast-paced environment.
• Must also be able to work independently, have a strong sense of responsibility and initiative.

We are recruiting for an established real estate company – their AUM stands at about USD100 billion. They are looking to grow their Southeast Asia mandate and will be looking to add an Investment/BD professional to the team.

Reporting to the Head of Investment, you will be responsible for actively source potential investment/acquisition targets. You will be involved in analysing and underwriting investment decisions for leasing, financing, buy/sell scenarios including preparation of cash flow models, sensitivity tables, property valuations, as well as joint venture structuring (if any)

You will also be preparing investment proposals to investment committee and support the transaction due diligence and closing processes, including liaising with internal parties such as legal, tax and compliance etc.

Requirements:

You have about 10 years of investment experience in Southeast Asia with an in-depth understanding of any of the Southeast Asia real estate markets.

Candidates with any native fluency in the languages and knowledge of logistics and hospitality markets will be held in high regards.

You are highly numerical with excellent interpersonal skills and able to multi-task.

You thrive in a fast-paced environment and am highly independent.

All applications will be treated in the strictest confidence. Personal data provided will be used for recruitment purposes only.

Please apply with your CV in word document format. We regret to inform that only shortlisted candidates will be notified. For other positions related to real estate, please go to https://careers.tri-cap.com.sg/.

EA Licence: 24S2282

​EA Personnel: R1109270

Wells Fargo is seeking a Senior Analytics Consultant for Asia Operations. The incumbent will oversee the regional risk and operations control related activities for Asia Pacific region that covers Trade Finance, Lending and Correspondent Banking. This role is expected to provide thought leadership in strengthening existing controls, as well as managing Asia Operations related internal/external audits, compliance reviews, regulatory activities and risk initiatives. The incumbent will work closely with offshore teams in India and Philippines, International Operations Control teams, regional governance functions like Front Line Business Control teams and Independent Risk Functions, as well as facing off Internal Audit. Learn more about the career areas and lines of business at wellsfargojob.com.

The role covers an extensive scope with key responsibilities as follows:

Responsibilities:

• To spearhead internal/external audits, compliance reviews and regulatory activities
• To provide regional operations control oversight and lead/manage the related activities
• To lead and manage regional regulatory initiatives and events such as regulatory reporting and ad hoc requests from regulators in co-ordination with Regional Compliance team
• Manage and analyze Operations risk incidents which ultimately lead to control or process improvement opportunities
• To engage in Operations Risk and Control related strategic initiatives led by Asia and International Group
• To work with offshore teams and provide guidance to junior team members for task completion
• To work and connect with stakeholders across businesses, regions, branches, onshore and offshore teams in order to resolve day to day issues and manage operational risks

Required Qualifications:

• 4+ years of Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• University degree holder with a minimum 8 years of experience in the Financial Services sector, preferably in Operational Risk related functions
• Preferably with fundamental knowledge/experience in Trade Operations, Lending Operations or Payment Operations
• Possessed a control mindset and operational risk knowledge
• Experience in dealing with reviews, audits, and regulatory matters in financial institutions
• Ability to work with different senior business stakeholders from various teams and departments
• Self-starter, detail oriented and instrumental in ideas generation and execution
• Proven ability to drive successful execution of change initiatives
• Ability to articulate complex concepts in a clear manner
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills

Key Accountabilities 

In this Strategic Leadership role, you will be responsible for the development of the SAI Finance + EV Industry business at APAC level operating as Brand Manager, driving profitable revenue growth, representing VOC and creating awareness of all your portfolio internally and externally. You are an individual contributor working closely with the SAI market leaders, regional Practice Area leaders and support local sales team (Specialty Sellers/SS) in your respective Vertical with strong collaboration with multiple areas like PL, Delivery, Sales Enablement, Marketing, etc.  

Core Responsibilities 

Profitable revenue growth 

• Own overall Regional Practice Area revenue and cost OP, driving long term profitable growth. 
• Understand portfolio profitability and improve Practice Area profit profile via product mix. 
• Craft regional client engagement plans alongside SS and ADs for target client activation at HQ, regional and local level.   
• Serve as senior leader on Regional/Local RFI/RFP engagements working across SA&I and NielsenIQ for a unified response and representing the Practice Area and its tools.      
• Involve in proposal development and E2E sales process in partnership with SS, Sales Enablement and Delivery. 
• Regionally adjust and collaborate in the Go to Market plan, partnering with regional commercial leader, sales enablement, product marketing, global SMEs and training teams in the creation of Sales Plays, Sales campaign calendar & content, Commercial Decks, Proposal Decks, Demo Scripts, training plans, pitch perfect certifications, etc..   
• Own regional sales SME communities including all regional leaders and local SMEs to share BDPs, White Space opportunity frameworks, etc. with a regular cadence. Build valuable routines across the team to keep high engagement levels and collaboration across teams. Actively participate in global SME sales communities. Explore alternative use cases that could be served with existing product capabilities to capture new revenue opportunities in existing clients or new verticals. 
• Collaborate with SS and Delivery to create standard SOW documentation.   

Voice of client 

• Partner with Global SME team to give input for product development and prioritizations based on client feedback, RFPs requirements, competition analysis and market trends. Collaborate with Client Advisory Boards and Internal Advisory Board to capture needs and get early feedback on our mid / long term product roadmaps. 
• Collaborate with PL and sales transformation team on rate cards that reflect pricing strategy / positioning vs competition and enable internal profit targets.Evaluate potential partners that can help us drive incremental revenue complementing our offering or covering areas we are not investing in.     

Product positioning and awareness 

• Clearly and convincingly articulate Practice Area offerings and unique value proposition, matching them with relevant client business challenges/KPIs. Adapt Practice Area sales framework to each Region linked to use cases relevant to specific target buyer personas.   
• Regionally adjust buyer personas profile and objection handling playbook. Generate buyer personas database at Regional level to activate with GTM plan.    
• Facilitate the creation of client case studies to support product positioning. 
• Lead or support T2T client meetings concerning Practice Area (regional level)   
• Regionally adjust and implement the global sales strategy for Practice Area / Product strategy in partnership with product marketing  
• Maintain broader Practice Area product/technical knowledge across all SAI tools.  Lead Regional Bootcamps. 

MAIN RESPONSABILITIES

• Business analysis
  • Assist controlling team for month-end closing tasks = review of accruals, monthly reporting for the HQ, Region or for local management
  • Analyze the main variances vs. last year and budget
  • Evaluate profitability of the Brands analyzing monthly P&L
  • Prepare monthly meeting for Brands Management

• Budget Preparation
  • Support with preparation of budget template and consolidation for SEA-OC
  • Assist with budget submission to HQ

• Internal Control
  • Review Internal Control Cockpit and highlight potential control issues
  • Support with follow-up action on retail audit, working closely with Retail teams

• Other
  • Support with development of Power BI for Net Sales and P&L monitoring
  • Review of controlling procedures and update if needed
  • Streamline reporting processes and help to organize access to data
  • Ad hoc analysis and project follow up

The Investment Manager is responsible for accurate and timely delivery of portfolio performance analysis reports. He/She monitors performance indicators for investment portfolios, calculates investment returns.

Select Investors

Select Investors is a division of St. James's Place Wealth Management (Singapore) which focuses upon the needs of more affluent clients/HNW with cross border needs.

This division within SJP was set up with the aim of building long term relationships with our clients as trusted partners. By providing a complete blend of Tax Consulting, Wealth Management and Succession Planning advice, we aim to take the best of Financial Planning and Private Banking and bringing it together into one solution for our affluent clients/high net worth clients.

http://www.selectinvestors.asia/

Essential Duties and Responsibilities:

• Lead the formation of investment strategies for both potential and existing clients.
• Proactively managing client relationships and updating clients regularly on portfolio performance and relevant market and economic trends – using and updating the client matrix and Salesforce.
• Assist in drafting various investment-based collaterals including weekly market updates, monthly macro EDM and monthly investment recommendation templates.
• End to end management of all trading - including submission and checking of trades.
• Management of money market holdings and drip feeding strategies, for both in-house and third-party products.
• Responsible for accurate and timely delivery of portfolio performance analysis reports.
• To provide brief, meaningful macro updates to Partners during the MSMs
• Keep up to date with both in-house and third-party investment funds and portfolio models.
• Complete critical yield calculations for evaluating the suitability of continuation or replacement of existing solutions.
• Ultimately responsible for the retention of FUM/AUM
• Adaptable to flexible work hours.

Skills and Competencies:

• Experienced hire with preferably 5-10 years work experience in financial services, banking, wealth management or Investments.
• Degree holder, preferably specialising in Investment Finance.
• Possesses excellent communication skills as the individual needs to foster relationships with both clients and a wide range of internal stakeholders, as well as guide and influence these stakeholders to agree upon the investment strategies
• Confident and proficient in client facing activities including portfolio review meetings, investment recommendations etc.
• Possesses strong analytical and problem-solving capabilities to derive valid conclusions on portfolio performances
• Have strong grasp of portfolio performance analysis and valuation techniques, championing best practices and methodologies
• Responsible and accountable, able to work both independently and as part of a team
• Embracing change – enthusiastically adapts to changing situations and accepts new challenges and initiatives, adapts style to suit audience, deals effectively with ambiguity and maximizes opportunities presented by it
• CFA or relevant qualifications (CMFAS M5, M9 M9A, M8, M8A and HI) will be an added advantage
• Proficient in Microsoft Office Suite, Excel, PowerPoint, Word, FE Analytics, for analysis and client communication

KPIs:

Client Retention – This is to be measured on an annual basis, from 1st Jan to 31st of December, including both SJP and third-party policies. A retention of at least 95% of clients is expected, an annual bonus will be 50% dependent upon this metric. Clients sold to other Partners will be discounted.

Client Servicing – To ensure that client servicing is completed as set out in the client matrix, and recorded within Salesforce, for the purposes of PQS.

Quarterly Market Outlook Reports – Timely production and distribution of quarterly market outlook reports.

Job Requirements:

• At least 20 years’ work experience with a minimum of 12 years' experience of working in non-life insurance and/or reinsurance company.
• At least 8 years' experience of managing insurance operations and/or planning, managing, and delivering transformation projects as a member of management team in a non-life insurance and/or reinsurance company.
• A bachelor’s degree in engineering (preferred)/economics/business management.
• Experience of creating and managing teams.

Job Description:

• Management of Information Technology function of the Company.
• Management of Company’s operations (comprising policy processing, claims processing and business analytics).
• Management of IT as well as Non-IT Transformation Projects.
• Responsibility for implementation and maintenance of Information Security and Cyber Security within the Company.

Be the difference

If making a difference matters to you, then you matter to us.

We are looking for a Technology Implementation Consultant to join our APAC’s Professional Services team, supporting the implementation of OneSumX, the marketing leading platform of Financial Risk and Reporting solutions effectively and efficiently for banking/financial industry clients. You'll be reporting to Associate Director, Technology Implementation Consulting.

This is a Permanent Full-Time position, to be based in Shenton Way, Singapore (hybrid working arrangement).

About the Role

All Professional Services Consultants are expected to successfully implement the organisation’s Finance solutions in the APAC Region, to support/complete the tasks outlined below.

• Facilitate Project Initiation workshops
• Identify data sourcing requirements and data requirements
• Conduct data gap analyses
• Conduct interface mapping
• Create Business Requirement Documents/Functional Specification Documents as required
• Conduct functional training
• Identify test requirements from specifications, map test case requirements and design testing plans.
• Support System Integration Testing (issue analysis and resolution)
• Support regression testing and User Acceptance Testing (issue analysis and resolution)
• Ensure effective client engagement and management
• Adhere to the company’s project management and governance framework – specifically, monitor and track project milestones and deliverables; identify and manage issues and action items; create and maintain project status reports for project leads for incorporation into larger project status reports; proactively identify and mitigate potential project risks; and escalate issues where appropriate.

About You

• 3+ years’ overall experience. Minimum one end-to-end implementation of Banking Solution in the capacity of a technical consultant
• Experience in implementing OneSumX solutions (Financial Risk and Reporting) is a plus
• Bachelor degree or higher in Finance, Accounting, Banking or Economics, or in IT, Computer Science or Engineering complemented with a strong experience in the Banking industry or Financial Servicing.
• Demonstrated strong programming skills (PL/SQL, SQL, Java/any other programming Language)
• Demonstrated RDBMS experience (Oracle, SQL Server)
• Good Understanding of software development lifecycle (SDLC)
• Experience in Data Warehousing and Business Intelligence (DW/BI) project implementations
• Good understanding of On-line Transaction Processing (OLTP) systems (Core Banking, Treasury Systems etc.)
• Good understanding of BI and Reporting Systems
• Good understanding of Extract, Transform and Load (ETL) Development
• Demonstrated experience in customer facing roles
• Fluency in English, written and oral
• Excellent communication (written and oral) and interpersonal skills
• Excellent client management and engagement skills
• Assertive, being able to make expert decisions based on personal judgement
• Ability to work independently while also being a good team player
• Ability to work in a cross cultural environment

About Us

Wolters Kluwer reporte 2023 annual revenues of €5.6 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,400 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.  Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices.

For more information about our solutions and organization, visit www.wolterskluwer.com.

Dozens of awards on the market

• Category Leader in Chartis RiskTech Credit Risk Management Solutions 2024 quadrant
• Best Regulatory Compliance Solution for IFRS 9 at the RegTech Insight APAC Awards 2024
• Category Leader in all four quadrants of the 2023 Chartis ALM (Asset Liability Management) report
• Regulatory Reporting – Banking by Chartis RiskTech100®
• Liquidity Risk by Chartis RiskTech100®
• Best Solution for Regulatory Reporting Award, 2021 by Regulation Asia
• 2021 Risk Technology Executive of the Year by CEO Monthly magazine
• Best Vendor Solution for MAS 610, APAC, 2021 by RegTech Insight
• Best Regulatory Reporting Solution, APAC, 2021 by TegTech Insights
• Regulatory Reporting Provider of the Year – Singapore, 2021 by APAC Insider
• Best Risk Firm of the Year, APAC, 2021 by APAC insider
• Best Regulatory Reporting Technology Firm of the Year, APAC, 2021 by APAC Insider

Equal Opportunity Employer

Wolters Kluwer and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or any other protected status.

• Provide insurance broking advice and insurance placement for clients.
• Prepare various relevant documentation required for insurance placement.
• Handle renewal business and checking of policies.
• Collate documents and information relating to claims as received from various parties.

Requirements:

• Certificate in General Insurance
• Diploma in Business Management or equivalent
• At least 3 years of relevant working experience.

If you are keen to apply for the position, kindly email your detailed resume in MS Word to [email protected]

Please note that only shortlisted candidates will be notified.

For more job opportunities, please visit our website at www.recruit-expert.com

EA Licence: 19C9701

Registration: R1326740

Be the difference

If making a difference matters to you, then you matter to us.

We are looking for a Senior Technology Implementation Consultant to join our APAC’s Professional Services team, supporting the implementation of OneSumX, the marketing leading platform of Financial Risk and Reporting solutions effectively and efficiently for banking/financial industry clients. You'll be reporting to Associate Director, Technology Implementation Consulting.

This is a Permanent Full-Time position, to be based in Shenton Way, Singapore (hybrid working arrangement).

About the Role

All Professional Services Consultants are expected to successfully implement the organisation’s Finance solutions in the APAC Region, to support/complete the tasks outlined below.

• Facilitate Project Initiation workshops
• Identify data sourcing requirements and data requirements
• Conduct data gap analyses
• Conduct interface mapping
• Create Business Requirement Documents/Functional Specification Documents as required
• Conduct functional training
• Identify test requirements from specifications, map test case requirements and design testing plans.
• Support System Integration Testing (issue analysis and resolution)
• Support regression testing and User Acceptance Testing (issue analysis and resolution)
• Ensure effective client engagement and management
• Adhere to the company’s project management and governance framework – specifically, monitor and track project milestones and deliverables; identify and manage issues and action items; create and maintain project status reports for project leads for incorporation into larger project status reports; proactively identify and mitigate potential project risks; and escalate issues where appropriate.

About You

• 5+ years’ overall experience. Minimum one end-to-end implementation of Banking Solution in the capacity of a technical consultant
• Experience in implementing OneSumX solutions (Financial Risk and Reporting) is a plus
• Bachelor degree or higher in Finance, Accounting, Banking or Economics, or in IT, Computer Science or Engineering complemented with a strong experience in the Banking industry or Financial Servicing.
• Demonstrated strong programming skills (PL/SQL, SQL, Java/any other programming Language)
• Demonstrated RDBMS experience (Oracle, SQL Server)
• Good Understanding of software development lifecycle (SDLC)
• Experience in Data Warehousing and Business Intelligence (DW/BI) project implementations
• Good understanding of On-line Transaction Processing (OLTP) systems (Core Banking, Treasury Systems etc.)
• Good understanding of BI and Reporting Systems
• Good understanding of Extract, Transform and Load (ETL) Development
• Demonstrated experience in customer facing roles
• Fluency in English, written and oral
• Excellent communication (written and oral) and interpersonal skills
• Excellent client management and engagement skills
• Assertive, being able to make expert decisions based on personal judgement
• Ability to work independently while also being a good team player
• Ability to work in a cross cultural environment

About Us

Wolters Kluwer reporte 2023 annual revenues of €5.6 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,400 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.  Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices.

For more information about our solutions and organization, visit www.wolterskluwer.com.

Dozens of awards on the market

• Regulatory Reporting – Banking by Chartis RiskTech100®
• Liquidity Risk by Chartis RiskTech100®
• Best Solution for Regulatory Reporting Award, 2021 by Regulation Asia
• 2021 Risk Technology Executive of the Year by CEO Monthly magazine
• Best Vendor Solution for MAS 610, APAC, 2021 by RegTech Insight
• Best Regulatory Reporting Solution, APAC, 2021 by TegTech Insights
• Regulatory Reporting Provider of the Year – Singapore, 2021 by APAC Insider
• Best Risk Firm of the Year, APAC, 2021 by APAC insider
• Best Regulatory Reporting Technology Firm of the Year, APAC, 2021 by APAC Insider

Equal Opportunity Employer

Wolters Kluwer and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or any other protected status.

The Team

Our Corporate Finance team is focused on assisting diverse client base with their M&A and capital raising requirements. Associate role provides significant opportunities to advance career growth and increase exposure to diverse transactions and sectors. Role provides opportunity to work in a dynamic environment and collaborate with other GT advisory teams across Singapore and region.

Responsibilities:

• Assist in performing detailed financial analysis and modeling for M&A and capital raising transactions.
• Conduct company valuations using various methods, including discounted cash flow (DCF), comparable company analysis, and precedent transactions.
• Prepare pitch decks, proposals, presentations, and investment memorandums for internal and external stakeholders.
• Support due diligence processes by gathering, analyzing, and interpreting financial data
• Conduct company, industry, market and valuation research
• Assist leaders in executing corporate finance transactions, including coordinating with clients, investors and other stakeholders.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• For Associate, at least 1 year of M&A and/or capital raising deal experience in corporate finance, investment banking, or financial consulting
• Strong financial modeling skills and proficiency with valuation techniques
• Excellent analytical, problem-solving, communication and presentation skills, with the ability to convey financial concepts to diverse stakeholders.
• Proficiency in Microsoft Excel, PowerPoint, and financial analysis tools.
• Ability to work well in a team-oriented, fast-paced environment.
• Detail-oriented with strong organizational skills.

Location: West

Position: Finance/Senior Finance Executive (Japanese Speaking/West) (Job ID:19303)

Job Description

•To compile and submit budgets and forecasts for the Asia Pacific business in cooperation with the relevant departments. Also, to compile and submit monthly performance results.
• In addition to analyzing of sales and costs, to analyze capital efficiency, such as ROIC. This means including appropriate levels of inventory and fixed assets. To identify the causes of variances and problems. To report the results to the supervisor and management. It also encourages the parties concerned to make improvements.
• Periodic reporting to the head office in Japan.
• The companies to manage include not only the Singapore company but also subsidiaries in Southeast Asia managed by the holding company (Singapore).
• To compute and derive the value of investment using Discounted Cash Flow (DCF) method.
• To perform cash flow planning.
• To manage and train the subordinates.
• To respond to external inquiries (e.g., auditors, banks, etc.)
• Knowledge of SOX will be an added value.
• To manage transfer pricing arrangements.

Job Requirement

• Diploma in finance, accounting, or related field.
• Proficiency in management accounting principles and practices.
• Knowledge of Japanese language (written and spoken) is essential to liaise with Japanese speaking stakeholders.

Interested applicants please send your resume to [email protected] with email subject header "Job Application for Finance/Senior Finance Executive (Japanese Speaking/West) (Job ID:19303)".

We regret that only shortlisted candidates will be notified. Other applications will be updated to our database for future job opportunities.

By submitting any resumes or applications to Pasona Singapore Pte Ltd, you are considered to have read and agreed on the terms of our Privacy Policy, and consented to us collecting, using, retaining, disclosing your personal information to the prospective employers for their consideration.

Effective from 1 October 2020 under the new Employment Agencies (EAs) Licence Conditions,

EAs will be required to collect the personal data (e.g. NRIC number number for overseas candidates) of applicants referred to employers for permanent or contract job positions of at least six months with a fixed monthly salary of S$3,300 and above.

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Please find Privacy Policy Agreement from the below link.

http://www.pasona.com.sg/privacy.html

Koh Siew Xing

EA Registration No: R22104418

Pasona Singapore Pte. Ltd.

EA License No:90C4069

Coinhako is a market-leading platform for access to digital assets like Bitcoin from Singapore.

Founded in 2014, Coinhako has established a reputation as being one of the most secure and trusted digital asset wallet service providers and trading platforms in the APAC market. Our team is deeply passionate about building the crypto economy in the APAC region. Through the launch of our innovative suite of products and services, Coinhako aims to empower individuals and businesses by allowing them to take ownership and control of how they build and manage their assets in the new digital finance world.

We are seeking a dedicated and detail-oriented Finance Operations Specialist to join our dynamic team. The successful candidate will be responsible for overseeing and coordinating operational activities. This will be a crucial role in ensuring the smooth execution of processes and maintaining quality standards.

What you'll be doing:

• Coordinate operational activities, ad-hoc tasks by reporting manager, ensuring adherence to standard operating procedures and quality standards
• Address and resolve operational issues; collaboration with relevant departments
• Generating timely reports on operational accounts and activities, in collaboration with relevant departments
• Facilitating clear communication between the team and other departments to ensure seamless collaboration and information flow
• Identify process improvement and implement strategies to enhance operational efficiency

What we're looking for:

• Diploma or Bachelors Degree in Finance, Admin, Operations or relevant domain
• Experience in Microsoft Office tools
• Good communicator, team player and good ownership traits
• Experience in finance or banking industry will be preferred

What’s in it for you:

• Friendly and fun start-up work culture
• Convenient work location located in the heart of CBD area
• Generous annual leaves on top of national holidays
• Medical coverage including GP, Specialist, TCM, and more
• Self-care benefits and exciting fitness workshops/webinars
• Vibrant office with a well-stocked pantry
• Animal-friendly environment, with a fluff ball in the office

Find out more about Coinhako @ https://www.coinhako.com/ and don't forget to visit our Careers Page @ https://www.coinhako.com/join-us!

• Perform general administrative and operational duties.
• Maintain and update service provider and client records.
• Manage paperwork and handle formalities related to claim matters.

Requirements:

• Diploma and above
• At least 1 year of relevant working experience.
• Proficient in MS Office.

If you are keen to apply for the position, kindly email your detailed resume in MS Word to [email protected]

Please note that only shortlisted candidates will be notified.

For more job opportunities, please visit our website at www.recruit-expert.com

EA Licence: 19C9701

Registration: R21100996

We are seeking highly-motivated individuals with professional experience to join our team as Manager, Underwriting (Reinsurance).

ERGO Insurance Pte. Ltd. is a registered general insurer regulated by the Monetary Authority of Singapore. We are a wholly owned Singapore subsidiary of ERGO Group AG, one of the major insurance groups in Germany and Europe, and we are the primary insurance arm of Munich Re, one of the leading reinsurers and risk carriers worldwide.

www.ergo.com.sg

There are countless good reasons to pick ERGO as an Employer.

No matter where you are in your career, we offer various development opportunities in all departments at all levels.

You’ll experience a fair and open-minded culture where every employee is trusted and valued.

We support you on your career path. Professional development is a central part of our philosophy: we give all our staff the opportunity to develop, both personally and professionally.

If you have a strong passion to succeed and aspire to join a company that can offer you an interesting and diverse career, we look forward to meeting you!

Requirements

• Degree in any discipline from an International recognized Institution and/or ANZII or ACII
• 5 years & above in a similar capacity within the general insurance industry with sound technical knowledge of all General classes of Insurance as well as Reinsurance Treaty setup
• Strong business acumen to understand economic and business models.
• Strong knowledge of General insurance and reinsurance accounting and reporting
• Good knowledge of reinsurance practice including experience in handling outward reinsurance Treaties and Facultative reinsurance.
• Good analytical skills and excellent interpersonal and communication skills
• Proficient in Microsoft Office, especially Excel and Power Point
• Experience in analysis of data
  

Job Description

• Prepare Annual Treaty renewal data pack including review of Treaty wordings and requirements by the company to achieve the business plan targets.
• Update the Treaty codes and set up in Company's application system on finalization of the Treaty renewals.
• Conduct Underwriting Files peer review.
• To ensure all Reinsurance contracts (inward and outward) are properly documented to meet the Contract
• Certainty requirement and to submit the Contract Certainty monthly.
• Provide ad hoc support to Operations team as required.
• Treaty Special Acceptance requests by Underwriters and Distribution – to co-ordinate as well as to manage the proper recording.
• In co-operation with Claims, to communicate with claims notifications to Reinsurers including cash calls.
• Review of Quarterly Treaty Statement of Accounts done by Finance
• Provide submissions of Regulatory or Group reports relating to Underwriting/Treaty.
• Review and maintain all Underwriting Guidelines to ensure compliance with Group guidelines and Treaty requirements by working closely with respective Product Leaders and CUO.
• Any other duties from time to time assigned by CUO or Management.
  

Contract: 1 Year

Location: West - Namly Avenue

Responsibilities

• In charge of the preparation of entities’ monthly, quarterly and annual financial statements in compliance with all regulatory requirements, including SFRS, Corporate tax, Charity and IPC specific reporting obligations
• Ensure accurate and timely delivery of monthly, quarterly and annual financial reports, including the analysis and commentary on major variances
• Provide monthly audit schedules and assist in internal and external audit queries
• In charge for preparation of company entities corporate tax (ECI) and work closely with tax agent to file annual corporate tax returns
• Handle all tax queries and tax audit whenever required
• Assist with preparation of transfer pricing documentation
• Support and ensure compliance with all financial filling requirements, corporate tax filling requirement
• Involve in continuous process improvement for more effective and efficient operation
• Assist in new business initiatives and system implementation when required
• Able to work within tight deadlines

Requirements

• Degree in accounting or ACCA and its equivalent
• Minimum 3 years working experience preferably with audit/tax background
• Good working knowledge of SFRS, Singapore tax and IPC requirements
• Well-versed in MS Office, especially MS Excel, Powerpoint, Word and Outlook
• A self-starter who can plan, organize and take initiative to meet job objectives and deadlines independently
• Can-do attitude, good team player, driven and passionate

Interested candidate please click "APPLY" to begin your job search journey and submit your CV directly through the official PERSOLKELLY job application platform - GO Mobile.

https://go.persolkelly.com/job/apply/8839

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

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PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394 • Reg No: R23117066 (CHEW KIA ZHENG)

Purpose of the role

To provide continuous support to AIBD MOD SG KYC team, in which is a critical function to provide sustainability to the branch KYC which includes getting involved in the following key areas:

• KYC MI and Reporting,
• KYC Client Strategy,
• KYC Change Management,
• KYC Data & Vendor Management
• KYC Risk and Planning Management

Primary Responsibilities

• To be involved and directly part of the KYC support function team in looking after the above core support functions and continue to deliver continuous improvement initiatives to the KYC operation team.
• Be involved and SME in various Local / Global KYC/AML Projects, be a champion representing SG YC, to coordinate and oversee execution of assigned strategic project deliverables for KYC Department
• Support BAU governance forums, provide strategic project support, monitoring project progress, and ensuring completion within the acceptable appetite.
• Build business cases that support decisions to ensure optimal solutions are based on both commercial and business requirements.
• Collaborate with internal/ external partners including IT to drive and support enhancements and system improvements.
• Working closely with relevant internal stakeholders to track, monitor and continuously ensure the relevant KPI/KRI is up to the Global Standard and helps drive initiatives to improvise the entire KYC deliverables through robust and transparent reporting mechanism to all local and global management.
• Involved in data and vendor management process with other stakeholders as part of KYC Local/Global Projects.
• To be part of Global KYC Team (GKYCO), and support the global initiatives and projects to achieve global standardization within KYC (Processes and Technology)
• Ensure effective monitoring of all open Risk item while keeping track of risk issues within KYC and derive necessary themes from the assessment.
• Timely completion of KYC Review to prevent KRI breaches which impact the balance scorecard for the business.
• Develop relationship with Business Heads, front office staff, Financial Crime Compliance and other internal stakeholders in order to address concerns, priorities workload for the team and identify areas of risk for the bank.
• To support the KYC staffs in achieving they are able to meet their KPI and expected productivity effectively.
• Maintain team spirit and morale of the department.
• Comply with all applicable legal, regulatory and internal Compliance requirements, including, but not limited to, the Singapore Compliance manual and Compliance policies and procedures as issued from time to time.
• Financial Security requirements, including, but not limited to, the prevention of Financial Crime and Fraud including reporting obligations to the Money Laundering Reporting Officer

Job Requirements:

• Minimum 7 years of corporate KYC experience within the banking / financial services industry.
• Minimum 3 years of MI Reporting
• Experience in vendor management
• Experience in project management
• Power BI or Tableau may be considered
• Risk, Project and Change management skills is appreciated with minimum 5 years in KYC related role.
• Bachelor's or Masters degree in Finance or Banking or Equivalent field.
• Good working knowledge of financial regulatory requirements and AML risk implications; experience with regulatory and / or KYC related topics.
• Accurate, diligent and the ability to deliver high quality results within tight deadlines.

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

Job ID: 10067329

About the Clermont Group

The Clermont Group is an international business group headquartered in Singapore. Founded in 1986 by New Zealand-born entrepreneur Richard F. Chandler, who brings with him an extraordinary legacy of contrarian investments, the Clermont Group builds and invests in companies in Healthcare, Financial Services and Aerospace. These businesses employ more than 8,000 people around the world.

Our story is that of a Business House built on the foundations of big dreams, courage and integrity. We believe in the goodness of business, building iconic businesses that advance community well-being and national prosperity. We bring together the art and science of business management, putting principles before profits.

Clermont comprises two divisions, a group of operating companies (Clermont Holdings) and an investment business (Clermont Capital).

• Vietnam’s largest and leading private healthcare group, Hoan My, comprising 13 hospitals and four clinics
• SBFC Finance which provides loans to small business owners and consumers through a network of 186 branches across 152 towns and cities in India
• magniX and Eviation, which together are working at the forefront of electric aviation

For more information, please visit our corporate website at http://www.clermont.com.

Role

You will play a leading role within Clermont’s internal consulting team, responsible for production of creative and business writing for the operating companies (Opcos) owned by the Clermont Group. In collaboration with the Opco management teams and Clermont investment leads, you will write a variety of company publications, including thought leadership pieces, heritage booklets, governance documents, and other business storytelling products covering a range of sectors and topics. These are published both internally (within the Opco) and externally (websites, newspapers, trade magazines). You will work closely with the manager of Clermont Consulting, the Clermont Group Chairman, and the Director of Communications.

Attraction of the role

The team seeks someone for whom words are not just a day job, but a passion – someone who sees a business as a blockbuster narrative, not just a press release. For the production of multiple publications across different countries and content, we seek a writer who wants to help harness the goodness of business to create a better world.

Responsibilities

At Clermont, we believe in harnessing the power of business storytelling to shape decision-making, build relationships and create passion brands. The candidate will help to lead first-rate business storytelling within the operating companies and portfolio investments.

The role would suit a professional business writer, journalist or communications expert with ambition, a quick understanding and storytelling talent. Suitable candidates will be comfortable working with executives and thought-leaders across a variety of industries and cultures, capable of capturing tone and voice with ease. They must be versatile in their ability to adapt language and style to suit the requirements of specific audiences and stakeholders (e.g. simple language for non-native English audiences, or a more professional tone when writing for a sophisticated business audience).

The successful candidate will be given the opportunity to do work far beyond the scope of a traditional communications professional or writer. This role sits at the heart of a high-performing, lean and action-driven business house with operating companies based in some of the world’s fastest growing and most dynamic geographies and sectors.

Key responsibilities:

• Charting the progress of operating companies through story
• Policy writing for internal playbooks and external publication
• Writing governance documents including heritage booklets, governance charters and annual reports
• Engaging Opco management teams on interviews and articles
• Speech writing e.g. for awards ceremonies
• Ad-hoc communications tasks

Requirements

The successful candidate will ideally possess the following traits:

• Exceptional English skills and a meticulous adherence to perfect grammar
• Experience in and around a newsroom environment
• A background in or deep understanding of business journalism
• First-rate research skills for learning about new industries
• Op-ed writing experience preferred
• Humility; be able to accept guidance and feedback without a bruised ego, and remain unfazed by high standards
• A great team spirit
• Ability to work independently
• Exceptional relational skills, able to represent the company well when interacting with operating companies or other external parties
• Passion for language and storytelling
• Openness to new experiences
• Able to work easily across cultures and geographies
• Good communication skills and be very well spoken
• Polished, professional appearance
• Ability to work at speed and multi-task
• Positive attitude, be an ‘energiser’
• Hunger to learn

Administrative Details

Start date: Immediate preferred

Compensation: Competitive base salary

Benefits: Medical insurance; 21 days annual leave

Education: University Degree

Experience: Minimum 5-7 years of business journalism or content creation experience

Languages: Excellent command of English (written and spoken)

Reporting: Dual reporting. Direct report to the Director of Communications and dotted to the Editor

Travel: Regular international travel may be required

Disclaimer: We only accept job applications through our Clermont Career Website, LinkedIn or MyCareersFuture Singapore (A Singapore Government Agency Website). It is possible that you may found job postings of our Company in other platforms and you could receive an unsolicited email, text message or phone call from a fraudulent contact regarding an alleged employment or other opportunity with Clermont Group. You should be vigilant in researching all these unsolicited contacts.

Job Description & Requirements

Taurus Wealth Advisors is a preeminent multi-family office, providing holistic and tailored investment advice to high net-worth individuals and families for long term wealth accumulation and preservation. Founded in April 2008, comprising a team of highly experienced and culturally diverse investment professionals, the Firm has grown rapidly based on a strong foundation of integrity, independence and objectivity. The Firm has offices in Singapore and Dubai from which it advises on / manages assets of around USD 3 billion for Clients across 25 countries presently.

We are now seeking a highly driven and dynamic individual to join us, reporting directly to the designated Financial Advisor. The role offers immense opportunity for growth and self-development within a rapidly growing business environment for candidates looking to establish a career within the wealth management industry.

The role necessitates close alignment with the core advisory and wealth management activities of the Firm and thus offers significant scope for learning and aspiring to front office career opportunities over time.

Responsibilities:

Revenue

· Achieve agreed revenue targets with respect to assets under management, retainer conversions and referrals

· Contribute to the corporate revenue targets on a quarterly basis

Work plan

· Review your monthly work plan with the CEO on a regular basis

· Review your forward monthly revenue work plan to ensure achievement of your objectives

Lead Generation

· Generate new business from agreed referral sources through various networking activities including managing relationships between the Company and your referral sources

· Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity

Client Relationships

· Effectively manage the relationship between the Client and the Company as well as the various banking relationships the Clients may have.

· Provide ongoing advice on Client portfolios and providing fee-for-service basis advice as required to Clients

· Maintain a high standard of ethics and conduct and ensure confidentiality of clients’ assets & information

· Ensure strict adherence to the Company’s processes, policies, rules & regulations inter alia while reviewing Clients’ portfolios and advising / executing investments

Market Research Knowledge

Keep abreast of technical market knowledge and macro research as part of ongoing requirement on technical competency. Adhere to the Investment Committee framework of the Company and be competent with regard to strategic and tactical recommendations generated by the Company. Provide competent inputs to the Investment Committee and Investment Counsellors including reverse enquiries received from Clients and prospects

Challenges / problem solving

To creatively identify and generate leads with a view to developing new business opportunities.
To transform potential clients into retainer fee paying clients of Taurus

Essential Competencies

• Travelling will be required.

• A recognized degree with more than 5 years of experience in the banking and financial services with an outstanding sales track record of financial and investment products

• Relevant accreditation (Modules 5, 6, 8, 9 & HI)

• Clear understanding of bank regulations and compliance requirements as under FAA and SFA

• At least 5 years of financial advisory/portfolio management experience, consistent marketing & sales performance, preferably in banking/ financial advisory.

• Good understanding of equities, fixed income, hedge funds, FX and other investment products & services

• Strong interactive and interpersonal skills with proven ability to influence clients

• Present all investment solutions with a high standard, professional manner

The above position is available for immediate fulfilment. We regret that only shortlisted candidates will be notified.

If you aspire to grow and excel with a high growth Firm, please forward us your CV to [email protected].

Natixis Investment Singapore is looking for a THIRD-PARTY OVERSIGHT SENIOR MANAGER.

Third-party oversight (TPO) includes organizing and overseeing processes to ensure that potential and real risks linked to third parties (including but not limited to the outsourcing of any function) are properly measured, monitored, and managed. Accordingly, related activities and tasks include managing and coordinating various oversight and due diligence programs as well as tracking and analyzing related developments.

TPO is part of the Risk Department, which is charged with identifying, measuring, and managing the risks linked to ALL the activities (including investment management, distribution, strategic or corporate) of ALL the entities (around 15-20 offices worldwide) of the Natixis Investment Managers International Distribution (NIMID) network worldwide.

The Third Party Oversight Manager is a confirmed member of the TPO team and of the Risk, Compliance, and Controls Department. He acts as the Subject Matter Expert (SME) for all outsourcing and delegation activities to third-party firms and Intercompany arrangements.

KEY ACCOUNTABILITIES/RESPONSIBILITIES
1. Program activities: Coordinate the programs (5 main programs currently) within the network including:

• Manage the calendar of tasks and activities, and the communication to related partners (e.g. Fund Ops, Compliance, Investment Risk, Legal teams, IMs, SPs).
• On-going design and roll-out of the format and supporting documentation; and update of the various tools depending on changes (regulatory or business-related).
• Coordinate the annual reporting processes with the various participants and entities.
• Coordinate and manage due diligence visits and questionnaires as applicable to each program.
• Keep apprised of changes affecting the company, whether regulatory, business, or organizational, and manage the related impact on the programs.

2. Tool Management and Development. The team currently uses Process Unity as a tool to manage TP relations. This tool does not cover all TPO needs but we aim to increase its usage. This includes:

• Manage the relationship with Process Unity Company. Assess and manage any needed development;
• Maintain the various parts of the tool ensuring that they address our needs or organize its development accordingly:
  * Create and update Due Diligence Questionnaires (DDQs)
  * Review, validate, and arrange due diligence for all new vendor requests.
  * Coordinate the review, approval, and reporting of DDQs completed by all Third Parties, relevant SMEs & Oversight Teams
  * Maintain an issue log of deficiencies identified in the due diligence and assessment process. Allocate to appropriate owner's requests.
• Act as the main administrator of the tool.
• Develop support materials and train program participants (external and internal)

3. Organize the Outsourcing Oversight Committee (OOC) meetings per its Terms of Reference (ToR) (prepare meeting pack, minutes, management of action log, reporting).

4. Maintain and update the TPO constitutive documents (Global Outsourcing Policy and handbooks, Committee ToR, Program procedures, and TP registers).

5. Produce regular reporting and presentation of results and progress of the main activities described above as required to various audiences and venues.

6. Legal – Liaise with the Legal team in drafting, reviewing, and ensuring adequate clauses are included in all Third Party Agreements to minimize Third Party Risk.

7. Provide answers for any RFPs, or client questions/presentations related to TPRM.

8. Participate in other department or firm activities as required (e.g. follow TP risk within department Taxonomy, or participate in the firm/department tool development initiatives).

QUALIFICATIONS

1. Bachelor's or Master's degree from a reputable university.

2. Relevant 7 years of experience at an investment management/distribution-related firm.

3. Good analysis skills and attention to detail.

4. Fluency in English and French essential, and interest in international work, including occasional travel.

5. Computer skills (Office pack, and other internal tools, Bloomberg a plus).

6. Ability to work independently but raise important issues will be valued. Strong organizational, communication, and interpersonal skills.

7. Self-starter, a pragmatic and highly organized individual able to work well in a deadline-driven environment with changing and/or multiple priorities. Ability to collaborate with business partners and senior management.

8. Agility is required in an ever-changing environment.

9. Familiarity with risk management practices and 3rd-party oversight in the financial services context.

10. Familiarity with various fund administration, applicable multiple regulations (e.g. UCITS), and practices.

11. Knowledge of industry-related information forums.

Quona Capital is looking for an Investment Associate to join Quona's Asia team. The Associate will work with the Asia team on all aspects of the investment and portfolio management processes and will have exposure to the regional and global entrepreneurial and Venture Capital ecosystems. The role will be part of the investing team covering India and Southeast Asia and will be based in Singapore, with frequent travel to markets in the region.

About Us...

Quona Capital was established in 2015, with a vision to back innovators enhancing the quality and availability of financial products and services for underserved consumers and enterprises through business model innovation and smart leveraging of technology, investing in the best fintech companies in emerging markets. Today, Quona manages approximately $800 AUM, has 70+ portfolio companies across our core funds, and is backed by a marquee group of global investors.

We are a diverse team of 27 professionals who collectively speak 20 languages. Our team spans the globe, and we are deeply embedded in the regions in which we work. Our team members work from locations like Singapore, Sao Paulo, Mexico City, Bangalore, Cape Town, Lagos, Nairobi, and Washington DC - to name a few! We deeply value collaboration and learning and are looking forward to growing our team with individuals who embody our key values: Impact, Trust, Teamwork, Integrity, and Excellence.

To learn more, check out our portfolio and meet the team at Quona.com.

Key Responsibilities

• Build investment thesis frameworks to drive engagement with entrepreneurs and strengthen Quona's thought leadership
• Conduct market research, sector mapping, and competitive analysis to help with portfolio projects and pipeline development
• Support end-to-end deal process including memos, financial model, and due diligence
• Analyze portfolio performance to identify areas of strengths and improvements
• Support operational initiatives such as knowledge sharing, impact measurement, and LP reporting

Skills and Competencies

• Enthusiasm for technology, entrepreneurship, and financial inclusion
• Team player mentality - ready to support the team in achieving collective goals
• Drive, humbleness, adaptability, curiosity, and openness
• Exceptional analytical skills and desire to produce consistent top-tier quality work
• Ability to take initiative and work independently in a fast-paced team that is geographically distributed
• Bachelor's or master's degree with excellent academic performance
• 3+ years of experience in strategy, product, consulting, principal investing, investment banking, or a related field
• Advanced financial modeling and analytical skills
• Excellent writing and communication skills
• Ability to take initiative and work in a fast-paced team that is geographically dispersed

Desired

• Domain expertise in financial services/technology
• Experience evaluating investment opportunities - the ability to quickly identify and analyze key questions, risks, or upsides to an investment
• Existing network or work experience in startup/venture ecosystems in South and/or Southeast Asia

Candidates of all backgrounds, including women and those belonging to underrepresented minorities, are strongly encouraged to apply.

• We offer competitive market-based compensation and benefits which include health insurance, paid time off, and up to 12 weeks of paid parental/family leave
• Additional perks include an annual professional development stipend, phone expense reimbursement, and a fun annual in-person offsite in Quona's markets
• Plus you get exposure to global start-ups, opportunities to grow and learn, and mission-driven colleagues who are fun to work with!

Application Material

• Apply through Workable
• Resume
• Cover Letter: Why are you interested in financial inclusion?
• One-Page Analysis: A one-page analysis of a particular fintech sector or on any fintech startup you would like to invest in. In your analysis, explain your investment thesis and give arguments that support your decision to invest.

High Pay Scheme for Business Development in the Investment and Insurance field!

If you're keen on getting a $6,000 - $9,000 range pay per month,

and you do not mind selling Investments and Insurance,

This could be the job for you!

Flexible Schedule, work at your own pace.

Leads will be provided.

Bonuses are paid every 3 months.

Free company overseas trips.

Training Provided

Job Scope: Establish run and manage data quality processes on core group finance systems and platforms. Manage and mitigate data quality risk on an ongoing basis and provide regular and clear updates to senior leaders on the level of data risk in the organisation.

Background and Purpose:

Through FFP we are looking to build a sustainable growth platform by driving more consistent performance across each of our markets through modernisation of our organisational model and technology platform.

As part of this modernisation there is a need to create a Finance centre of excellence to manage and run the Finance Data Repository (FDR) and associated tooling, technology, and business processes. Through the Future Finance Programme (FFP), this position is essential in partnering with technology and business leads to design and build the associated product Owner processes from scratch and transition them into a BAU run model.

The role purpose as follows:

• Establish and implement ongoing framework for managing, measuring, and governing data quality.
• Implement a mindset of continuous improvement in the timeliness, accuracy, completeness and comprehensiveness of data into Finance.
• Establish protocols, tooling requirements, and processes for incident management when faced with issues on data quality or batch feed delays.
• Provide a clear product roadmap for data deliveries on FDR and other systems and processes as required to all downstream finance data consumers.
• Establish a people and resource capability to manage the data platform processes.

The key deliverables:

• Work with Local Business Unit’s (LBU’s) to implement data quality rules on both the Unified Data Platform (UDP) and the Finance Data Repository (FDR).
• Define and implement a centralised data quality issue tracker to monitor issues impacting Finance and work with data owners to resolve issues at source.
• Implement a continuous improvement model to detect, understand and remediate data issues in a timely fashion, with adequate managing information to inform senior leaders of the level of Data Quality Risk currently faced by Prudential Finance.
• Implement consistency checks are implemented across data sets to ensure a consistency set in data used across Finance.
• Define and implement an operating model for managing, governing and implementing adjustments, overlays and overrides of data to ensure it is transparent and efficient.
• Implement a controlled mechanism and framework for sourcing and controlling manual data inputs into FDR.
• Provide updates on the product roadmap, data quality and incidents to the Data Governance Council.
• Oversee and review the testing strategy of FDR and associated applications.
• Partner with technology to ensure all technical feed controls are in place and that there is a clear playbook and toolset to execute when faced with unanticipated incidents with upstream data feeds of FDR processing.
• Establish non functional requirements and performance needs of FDR and monitor those targets in both release management and on an ongoing basis in production.
• Establish SLA’s for onboarding or changing data on the FDR platform, and partner with technology to develop configurable tooling to onboard data quickly and within SLA’s.
• Establish prioritisation process for onboarding new data into FDR to meet downstream needs.
• Establish a Data COE team to run and oversee all operational controls and processes. The processes and controls should be documented in Ops Risk framework, have clear procedures and meet all necessary operational considerations such as disaster recovery and location strategy.
• Work with Finance head of data governance to implement a security and entitlements model for securing and accessing Finance data.

Principal Accountabilities:

• Establish data quality rules engine, data consistency checks, data quality issue tracking on FDR and within LBU’s.
• Implement process for continuous improvement with data quality.
• Develop Finance Data security and entitlements model.
• Establish playbook/framework and processes for manual data sourcing and working around issues i.e. adjustments, overrides, defaults and overlays.
• Establish governance for prioritisation of data sourcing, publication of product roadmap, tracking MI on data issues, and raising awareness on data risks.
• Working with technology ensure test strategy for FDR is robust and agreed with data consumers.
• Establish SLA’s and performance requirements with data consumers and monitor them in production. Agree playbook and protocols for incident management.

Candidate Requirements:

• 10-15 years of relevant industry experience in relevant data roles in a financial services organisation (preferably insurance industry).
• 2-3 years experience in either a Product Owner or Data Quality Lead role.
• Qualified or experienced product owner.
• Working knowledge of Collibra/Purview or another Data Dictionary platform.
• DCAM Certification or extensive Data Governance Experience in another Financial Institution.
• Operating model design – Proven track record in designing and implementing operating model design.
• Extensive experience in data quality monitoring and data analysis.
• Has extensive experience working with Audit, Compliance and Operational Risk.
• Has experience working with and managing data lakes preferably on databricks or Azure platforms.