Total 5,526 Others level Finance / Banking / Insurance job vacancies

Job Responsibilities

·     Prepare and submit quarterly and yearly statutory returns in accordance with MAS reporting requirements.

·     Execute and manage quarterly closing activities including preparing GL journal entries to ensure timely and accurate financial reporting.

·     Handle investment accounting including bank reconciliation and reporting of investment portfolios.

·     Review journal posting entries prepared by junior staff.

·     Prepare management reports and perform business analysis.

·     Prepare and filing of GST quarterly returns.

·     Review income tax computation.

·     Support financial audits by preparing schedule, reconciliation and documentation.

·     Perform balance sheet reconciliation and investigate variances.

·     Liaise with internal and external stakeholders.

·     Prepare annual reports in compliance with FRS 117.

·     Monitoring premium collection.

·     Assist in automation of reporting processes, participate in accounting system upgrades and enhance internal controls.

·     Assist in GST ACAP and system enhancement projects.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• Professional qualification (e.g., CA, CPA, ACCA) preferred
• Minimum 6 years of relevant experience, with:
• Experience in general insurance accounting 
• Prior external audit experience 
• Strong knowledge of investment accounting 
• Hands-on experience preparing MAS regulatory returns for insurers
• Familiarity with Singapore Financial Reporting Standards (SFRS) and insurance-specific standards
• Strong analytical and problem-solving skills
• High attention to detail and ability to meet tight deadlines
• Proficient in accounting systems and Excel
• Strong communication and stakeholder management skills.

Wealth Planning Manager

Basic up to $4200 Plus monthly $300 allowance and Commission

Banking working environment

Fantastic Career Progression

Description

• Highly motivated individuals to promote and acquire new and existing customers by selling the value propositions of banking facilities to various consumer segment
• Engage & build good relationships with customers, generate sales referrals & deliver good client experience
• Good follow-up skills and ensuring customers' applications and documentation are completed for processing timely
• Requires to meet performance standards, business goals, and sales targets
• Able to present effectively and communicate comfortably to customers face-to-face or through telemarketing activities

Qualifications

• Minimum Diploma qualifications
• The candidate must be confident, meticulous, possess good interpersonal and follow-up skills
• Candidate needs to have good communication & customer service skills
• Sales-oriented and self-motivated candidate to excel in sales targets and goals
• A team player with the ability to multi-task & thrive in a banking sales environment
• Computer literate, proficient with use of MS Office & Outlook
• Candidates without sales experience may apply

For faster response, please email your updated resume in MS Words format with the following details to steven@starrecruitment.com.sg

1) Last Drawn Salary
2) Expected Salary
3) Reason(s) for Leaving
4) Availability Period

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

Job Summary

We are seeking a Procurement Operations Executive to support procurement and purchasing activities within a leading banking environment. This role will be responsible for processing purchase requests, managing purchase orders, maintaining procurement records, and supporting internal stakeholders throughout the procurement lifecycle.

Mandatory Skill-set

• Diploma or Degree in Business, Banking, Accounting, Finance, or related disciplines;
• Good knowledge of Microsoft Office applications, particularly MS Excel;
• Strong attention to detail and organizational skills;
• Good communication and stakeholder management skills;
• Proactive, responsible, and willing to learn;
• Ability to work independently and as part of a team.

Desired Skill-set

• Prior internship or work experience in Procurement, Purchasing, Finance, or Operations;
• Familiarity with procurement processes and purchase order management;
• Experience working in a banking or corporate environment.

Responsibilities

• Review, consolidate, and prioritize purchase requisitions in accordance with procurement policies and guidelines;
• Prepare and process purchase orders accurately and in a timely manner;
• Monitor and track purchase requisitions through the full procurement lifecycle;
• Maintain procurement records, databases, and documentation with accuracy;
• Prepare procurement reports and management information as required;
• Respond to enquiries from internal stakeholders regarding purchase orders and procurement processes;
• Ensure a high level of service and professionalism when supporting internal customers;
• Support procurement-related projects and perform other assigned duties when required.

Should you be interested in this career opportunity, please send in your updated resume to apply@sciente.com at the earliest.

When you apply, you voluntarily consent to the disclosure, collection and use of your personal data for employment/recruitment and related purposes in accordance with the SCIENTE Group Privacy Policy, a copy of which is published at SCIENTE’s website (https://www.sciente.com/privacy-policy).

Confidentiality is assured, and only shortlisted candidates will be notified for interviews.

EA License No. 07C5639

Location: Singapore

Type: Full-time

Department: Financial Markets

Job Summary

The Outreach team will partner with Global Corporate & Investment Banking (GCIB) frontline in meeting Anti Money Laundering (AML) Client Due Diligence (CDD) Refresh, i.e. periodic review requirements. The team will be required to develop client connections per direction from the frontline, reach out and engage clients for required refresh AML CDD documentation and act as a coordination point for resolving issues/challenges with respect to client-specific refresh documentation requirements. The candidate in this role will be responsible for the execution of their business objectives and ensure adherence to metrics.

The Client Outreach Specialist (“COS”) team will serve as a support member for the client relationship team, partnering in meeting Anti Money Laundering (AML) Client Due Diligence (CDD) Refresh requirements. COS will be required to partner with the Treasury product sales and other GCIB or markets relationship teams, develop continuity with the client refresh population, reach out and engage clients for key AML/CDD documentation, and act as an escalation point for service or operational challenges that may arise in the refresh. Act as a primary point of coordination between Banking/Markets and AML Refresh teams supporting the refresh process to ensure timely and accurate compliance to policy and regulatory requirements related to AML, other high-risk indicators or industries, and related KYC activities. Be the buffer and client advocate in simplifying how we leverage client continuity to deliver the most seamless, holistic service relationship across the firm. Reviewing the accuracy of documentation, screening, and obtaining approvals from Compliance and Business are some of the high-level activities involved in the process.

 

Responsibilities

• Support GCIB to complete annual refresh for its English Speaking clients

• Executes with client perspective while balancing risk to the firm

• Supports building out of a culture of teamwork and collaboration focused on goals delivery

• Adhere to metrics

• Master CDD requirements applicable to the banking clients and is able to guide clients in complying with them

• Understand and adopt process recommendations and procedural updates derived from changes to policy, technology adoption, process enhancements, and remediation of control weaknesses/gaps

• Coordinate with partners in other regions and LOBs to ensure partnership in global KYC initiatives

• Review the industry group client's GCI hierarchy looking for inactive accounts to be closed, linkage errors within client structures, merge/purge of client entities

• Assist in tracking both the Annual refresh population and all other KYC-related populations in partnership with the coverage team

Eligibility Requirements

• 3+ years of experience in financial services preferably with banks

• Previous experience in client-facing roles and must demonstrate a strong client focus

• Knowledge of AML CDD policy and standards, industry practices in AML CDD

• Understanding and knowledge of the bank’s operational aspects of the products and services used by clients

• Proven stakeholder relationship/influence management skills to achieve swift adoption through close partnership

• The ability to find ways of solving or pre-empting problems

• Understands and respects cultural differences

• Bachelor’s degree desired

• AML CDD knowledge for legal entities in global jurisdictions

Dear Applicant,

If you or someone you know isinterested, please send the CV directly to VeronicaE@evolutionjobs.sg (mostpreferred, as I may overlook some CVs due to the high volume).

Please note that visasponsorship is not available at this time.

JD

Key Responsibilities:

• Participate in end-to-end projects for system implementation of KYC and AI related system integration with other AML systems
• Lead pre-project planning activities for technical delivery and contribute to architecture and functional specification, delivery plan, technical design, cost estimation, and resource plan
• Communicate complex technical solution to other teams and business users in layman’s terms
• Coordinate technical implementation activities across application teams to ensure non-event production cutover and adequate post implementation support
• Engage and collaborate with Architects, Security and Development Lead to ensure solution design complies with enterprise design principles, security and control standards
• Plan technical deliverables, perform design and development works to meet project’s requirements within schedule
• Provide status update related to technical delivery and escalate issues that impacts project schedule on timely basis and propose workarounds/resolutions
• Create technical documents for the solutions. Compile timely, comprehensive, and accurate documentation as requested
• Work with production support team members to conduct root cause analysis of issues, review new and existing code and/or perform unit testing
• Partner with Test Management teams to ensure completion of SIT, UAT, performance / load testing and application security testing with quality result
• Liaise with other application teams and business users to prepare test cases and test data prior to testing in UAT and Mock Run environment
• Manage project change request approval windows and deployment schedule
• Facilitate and provide technical and testing support before and after production deployment
• Liaise with other units across IT and Business in the organization
• Manage external vendors for project delivery within schedule

about the job.

Take on an impactful role driving the expansion of the digital insurance channel while providing tailored financial solutions to a broad customer base.

• Cultivate and manage long-term customer relationships through proactive engagement and regular follow-up.

• Perform comprehensive financial needs analysis to recommend insurance solutions aligned with client goals.

• Act as a technical expert on a diverse suite of insurance products and prevailing market developments.

• Identify new business opportunities and manage a consistent pipeline to achieve growth objectives.

• Ensure all advisory activities and documentation strictly adhere to regulatory standards and internal policies.

skills and experience required.

• Proven track record in insurance sales or financial advisory services.

• Strong communication and interpersonal skills to build rapport with a digital-first audience.

• Deep understanding of various insurance products and financial planning principles.

• Ability to thrive in a high-growth, fast-paced environment and meet performance targets.

• Commitment to maintaining high ethical standards and compliance with financial regulations.

Please click on the 'apply' button to apply online. Please click on the 'apply' button to apply online. (EA: 94C3609/ R21103354 )

Location: Singapore(Hybrid)

Type: Full-time

Department: Financial Markets

Job Summary

As a member of the KYC/AML Client Outreach Specialist (“COS”) team, you will serve as a support member for the client relationship teams, partnering to meet Anti Money Laundering (AML) Client Due Diligence (CDD) Refresh requirements. As a COS, you will partner with product sales and other banking or markets relationship teams, manage a client refresh population, reach out for key AML/CDD documentation, and act as an escalation point for service or operational challenges that may arise in KYC refresh.

COS analysts act as the primary point of coordination between Banking/Markets and AML Refresh Operations teams to ensure timely and accurate compliance to policy and regulatory requirements in KYC refresh. A COS is the client advocate, helps to simplify client interaction and deliver the most seamless, holistic service relationship across the firm. You will ensure the accuracy of documentation, and screening, obtain approvals from Compliance and Business and complete refresh cases in a timely and accurate manner.

Responsibilities

• Support annual KYC refresh for Mandarin Speaking Banking and Markets clients in Hong Kong and Greater China

• Execute with client perspective while balancing risk to the firm

• Support a culture of teamwork and collaboration focused on goals and delivery

• Adhere to standards for timeliness and accuracy of AML CDD case completion

• Master CDD requirements applicable to the banking clients and guide clients and bank staff in complying with them

• Understand and adopt process recommendations and procedural updates derived from changes to policy, technology adoption and process enhancements

• Coordinate with partners in other regions and LOBs to ensure partnership in global KYC initiatives

• Review the industry group client hierarchy, looking for inactive accounts to be closed, linkage errors within client structures and merge/purge of client entities

• Assist in tracking both Annual refresh population and other KYC related populations in partnership with coverage team

• Ability to communicate in Mandarin with Chinese clients for business purposes

Eligibility Requirements

• 3-5+ years of experience in financial services preferably with banks

• Previous experience in client facing roles and must demonstrate a strong client focus

• Experience with AML CDD policy standards and industry practices in AML CDD

• Understanding of the operational aspects of products and services used by Banking clients

• Proven stakeholder relationship/influence management skills to achieve swift adoption through close partnerships

• The ability to find ways of solving or pre-empting problems

• Understands and respects cultural differences

• Bachelor’s degree

• AML CDD knowledge for legal entities in and across multiple global jurisdiction

• Responsible for full set of accounts, including preparation of management accounts
• Ensure the timely closing of accounts and preparation of consolidation schedules
• Work with stakeholders in other finance functions and Finance Shared Services Centre to prepare financial reporting, tax reporting, statutory reporting and ad-hoc reporting for assigned entities
• Work closely with Finance Business Partners to monitor and manage cash flow, including intercompany loans and working capital requirements
• Support operations by liaising closely with line of businesses
• Support the internal and external audit processes.
• Preparation of tax computations and support in clarification of tax queries
• Review of bank & intercompany reconciliations and GST filing
• Preparation of statutory financial statements & XBRL filing
• Perform finance analysis which includes revenue and expense analysis at cost center level
• Perform compliance checks on internal processes
• Supervise and guide team members
• Other ad-hoc assignments including, but not limited to, system project assignments etc.

Job Requirements:

• Recognised degree in Accounting or equivalent professional qualification, preferably CA 4-6 years of relevant working experience, ideally with initial years in a Big 4 audit firm followed by commercial experience
• Conversant with Singapore Financial Reporting Standards (International) and other regulatory compliance requirements of listed companies
• Self-driven, meticulous, energetic, proactive, good team player, good interpersonal and communication skills, and a keen analytical mind
• Must be able and willing to accept intra-department or inter-division transfers/job rotations, and henceforth changes in work scope and responsibilities
• Proficient with MS Office applications and knowledge in SAP S4 Hana and One Stream consolidation system will be advantageous
• Application submission to include appraisals from existing and past employers
• Able to work independently and possess good communication skills
• Proficient in MS Office applications
• Knowledge of SAP S4, OneStream, and ticketing tools would be advantageous
• Must be able and willing to accept intra-department or inter-division transfers/job rotations, and henceforth changes in work scope and responsibilities

Join Portcullis as a Junior Trust Administrator

The Portcullis Group is a multi-family office platform supporting private clients with a full suite of Trustee, fund, investment and family office services. Working within the Trust Department you will be responsible for a portfolio of clients and assisting them with the establishment and administration of trusts and underlying corporate structures across various jurisdictions.

Backed by our international network and a wide range of professional expertise essential to running a large wealth management office successfully, we are known for our ability to provide a multitude of tailored services in a variety of regulated jurisdictions, bringing advantages in terms of cost, convenience, and efficiency.

We are now inviting passionate individuals to join our dynamic team as a Junior Trust Administrator.

In this role, your main responsibilities will be:

• Provide administrative and operational support to the Trust Administration team, ensuring that client records and trust documentation are maintained accurately and in a timely manner.

• Review and draft Trust documentation, Trust minutes and corporate resolutions ensuring compliance with applicable regulatory requirements and internal policies.

• Conduct compliance and risk assessments for client onboarding and perform ongoing monitoring of client activities and transactions.

• Proactively cultivate and maintain excellent, responsive client relationships by acting as a dependable point of contact, ensuring client needs are addressed promptly, confidentially and effectively.

• Support the Trust Administration functions by competently and promptly executing the client acceptance process, ensuring the satisfactory and timely completion of all Know Your Customer (KYC) and due diligence procedures to uphold regulatory compliance and facilitate a smooth onboarding experience.

• Ensure the meticulous and proactive administration of trusts and trust assets, promptly identifying and escalating administrative issues, red flags, inconsistencies, and irregularities to senior management to safeguard client interests and assets.

• Diligently assist in carrying out the fiduciary duties of the trustee, ensuring all actions are fully compliant with relevant trust laws and trust documentation, providing clients with confidence in our service.

• Maintain comprehensive, accurate, and easily accessible record-keeping (both physical and digital) to ensure transparency and facilitate prompt retrieval for client queries or compliance reviews.

• Conduct responsive and ongoing monitoring of trust files, including but not limited to the timely updating of due diligence, transactional reviews, and monitoring of investment performance (where required), to provide clients with up-to-date information.

• Efficiently discharge duties as “B” signing authority of PTSL (where required) for bank accounts where PTSL is trustee or provides administration, ensuring timely and accurate execution of client transactions.

• Perform all work in a competent and compliant manner, strictly adhering to PTSL’s policies and procedures and the regulations and codes applicable to the private trust industry, thus delivering a secure and reliable service.

• Undertake comprehensive risk reviews for trust files in a timely and accurate manner to ensure the ongoing security and compliance of client structures.

• Ensure the timely and accurate completion of all internal checklists to maintain high standards of administrative quality and efficiency, allowing for responsive client service.

• Monitor income generated by trusts administered by you and ensure timely and accurate invoicing is completed, facilitating clear and professional financial communication with the client.

We are looking for candidates who meet the following criteria:

• Bachelor’s Degree in Law, Business Administration, Accounting, or a related field

• Experience in trust administration or corporate governance, including preparing trust and corporate documents

• Good knowledge of regulatory requirements, compliance frameworks, and anti-money laundering (AML) laws

• Proficiency in managing trust software systems and maintaining accurate records

• Excellent communication skills to liaise with stakeholders, including settlors, beneficiaries, bankers, and advisors

• Attention to detail and strong organizational skills to manage multiple tasks and deadlines effectively

• Familiarity with opening and managing private/corporate bank accounts and ensuring compliance with jurisdictional regulations

Apply now and take the first step towards a rewarding future with us!

Why Portcullis?

• Be part of a legacy of trust and innovation spanning over 40 years

• Join a team that is committed to professional excellence and client success

• Enjoy a supportive workplace that encourages learning and career growth

If you are ready to take your Trust Administrator career to the next level with a company that values both tradition and forward thinking, we’d love to hear from you.

Company Overview

Our client is a leading international general insurance provider known for robust risk mitigation and a strong market presence. They focus on strategic talent development and succession planning to sustain long-term growth and compliance excellence.

Job Summary

This high-exposure strategic role supports the Head of Department by leading risk management and compliance initiatives, including governance frameworks, sanction compliance automation, MAS regulatory adherence, and advanced CDD protocols within general insurance.

Responsibilities

• Partner with the Head of Department to develop and enhance corporate risk governance frameworks and lead policy overhauls for strategic compliance initiatives
• Lead the Sanction Compliance function, managing its automation to optimize risk workflows and improve operational efficiency
• Serve as the subject matter expert on MAS regulations, ensuring the organization adapts promptly to regulatory changes
• Design and refine customer due diligence (CDD) and compliance protocols for complex general insurance products to mitigate risk
• Advise senior management with clear, confident communication of complex compliance issues and strategic risk considerations
• Maintain strict confidentiality regarding internal corporate strategies and sensitive information

Required competencies and certifications

• Demonstrated expertise in risk management and compliance within the general insurance sector, supported by at least 7 years of relevant experience
• Comprehensive, current knowledge of MAS regulations, notices, and guidelines essential for regulatory compliance
• Proven leadership skills or readiness to lead teams and drive technological transformation in compliance processes
• Strong communication skills to articulate complex compliance matters effectively to C-suite stakeholders
• Commitment to maintaining confidentiality and discretion in handling sensitive corporate information

To apply online please use the 'apply' function, alternatively you may contact Lynette Lim.

(EA: 94C3609/ R1435181)

[Job ID: 1059795] 
 

Job Summary:

Lead branch-level sales by delivering personalised wealth solutions and strengthening long-term client relationships in a dynamic banking environment.

Responsibilities:

• Conduct comprehensive financial needs analysis and client profiling to identify investment objectives.
• Build and maintain strong client relationships through regular portfolio reviews, market insights, and trend updates.
• Recommend and promote a broad suite of banking and treasury products, including structured notes, leveraged FX solutions, and corporate or sovereign bonds.
• Design and implement customised wealth management strategies covering bancassurance, lending solutions, and investment products.

Requirements:

• At least 1 year of sales experience in banking or wealth management.
• Diploma or Degree in any discipline from a recognised institution.
• Strong communication and interpersonal skills to effectively engage and manage client relationships.
• Results-oriented, proactive, and self-motivated with a strong drive to achieve sales targets.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities. 
 
Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/ 
 

EA Personnel Name: Tung Chi Jun (Deng Zijun) 
EA Personnel Reg. no.: R25157470 
EA License no.: 07C5771

[Job ID: 1070953]

Job Summary:

An exciting opportunity to manage and grow high‑net‑worth client portfolios by delivering tailored onshore wealth and priority banking solutions.

Responsibilities:

• Conduct in‑depth financial needs analysis and client profiling to understand investment goals and risk appetite.
• Build and strengthen long‑term client relationships through regular portfolio reviews, market insights, and wealth advisory discussions.
• Provide informed recommendations on local and international banking and wealth management products.
• Partner with team managers to develop monthly action plans to achieve and exceed individual and team sales targets.
• Support client acquisition and business growth through participation in marketing and promotional initiatives.
• Ensure all activities comply with regulatory requirements, internal policies, and ethical standards.

Requirements:

• Minimum 2 years of experience in relationship management within banking or financial services.
• Strong understanding of wealth management concepts, priority banking offerings, and banking processes.
• Knowledge or experience in offshore markets is an added advantage.
• Excellent communication and interpersonal skills with a client‑centric advisory approach.
• Degree from a recognised institution.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Tung Chi Jun (Deng Zijun)
EA Personnel Reg. no.: R25157470
EA License no.: 07C5771

[Job ID: 1483219]

Job Summary:

The Small Business Clients segment in Business Banking (“BB”) aims to support companies with turnover of up to US$15m in Singapore by providing a comprehensive suite of financing solutions. As a Business Development Manager, you will actively acquire New-to-Bank (NTB) clients, cross-sell the full BB product suite to exceed quarterly sales targets, support team members where required, and deliver exceptional service that consistently earns positive client feedback.

Responsibilities:

• Acquire new‑to‑bank SME and small business clients to achieve quarterly revenue and sales targets.
• Cross‑sell a comprehensive suite of business banking products, including working capital and lending solutions.
• Conduct financial analysis to identify client needs and recommend appropriate corporate and personal banking solutions.
• Collaborate with internal product and credit teams to structure financing proposals and support deal execution.
• Ensure full compliance with internal policies, regulatory requirements, and credit underwriting standards.
• Provide timely follow‑ups and respond to client enquiries within established service timelines.
• Maintain high service standards to ensure strong client satisfaction and positive feedback.
• Guide and support junior team members for senior‑level appointments.

Requirements:

• Minimum 3 years of experience in SME banking, business banking, or commercial banking roles.
• Tertiary education qualification from a recognised institution.
• Solid understanding of working capital financing, business loans, and mortgage financing principles, including the TDSR framework.
• Familiarity with customer due diligence requirements, including FATCA and related regulatory processes.
• Strong awareness of the competitive SME banking landscape with the ability to position products effectively.
• Good financial analysis and credit assessment skills is an added advantage.
• Proficiency in Mandarin language for liaising with Mandarin‑speaking clients and stakeholders.
• Excellent negotiation, communication, and relationship‑building skills.
• Ability to identify client needs and deliver suitable banking and financing solutions.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference:

https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Tung Chi Jun (Deng Zijun)

EA Personnel Reg. no.: R25157470

EA License no.: 07C5771

about the company
Our Client is a renowned Private Bank with global presence.

about the job

• Review and enhance existing KYC profiles to meet enhanced regulatory and internal policy requirements
• Corroborate Source of Wealth documentation and liaise/advise Front Office
• Review client transactions for alignment with risk profiles and flag suspicious activities
• Address true matches for sanctions and other AML/CFT risks from screening
• Ensure timely and high-quality completion of your assigned caseload
• Offer valuable guidance to front-line employees on KYC/CDD-related inquiries

skills and experience required

• >2 years of prior experience in Wealth/Private banking KYC reviews
• Experience in reading and interpretation of financial documents
• Knowledge of MAS regulatory requirements
• Strong analytical skills
• Team player

To apply online please use the 'apply' function.
Charlene Lin (EA: 94C3609/ R21100955)

About the role

CGS International Securities Pte. Ltd. (CGS International) is an award-winning and market leading integrated financial services provider, ranked among the top securities houses in Asia.

CGS International taps on our wealth of global and ASEAN insights to offer equities trading, leveraged products, wealth management, investment banking, equities research, Shariah-compliant financing, fixed income, currency and commodities, structured products and prime brokerage services in over 15 countries and regions.

Along with its parent organisation China Galaxy Securities, a leading securities house in China, CGS International is trusted by more than 15 million customers globally.

Job Responsibilities:

• Manage relationships with existing clients and grow a new client base to contribute to the team’s revenue target.
• Provide suitable investment solutions to clients using various financial products, including equities, fixed income instruments, and leveraged products.
• Attend to client enquiries and manage trade executions and settlements.
• Monitor and manage clients’ credit risk.
• Undertake ad-hoc projects as assigned by management.

Job Requirement:

• At least 1 year in capital market.
• Diploma or Degree in Business, Finance or related qualifications
• Integrity, Resilience, Discipline, Adaptability, Confidence, Curiosity, Team Player, Time Management, Persuasiveness, and Focus.
• Market Knowledge: Understanding financial markets, economic indicators, and investment strategies is crucial.
• Analytical Skills: Ability to analyse stock performance, financial statements, and market trends to make informed decisions.
• Attention to Detail: Precision in executing trades and managing portfolios is critical to avoid costly mistakes.
• Communication Skills: Clear communication with clients and colleagues about market conditions, strategies, and risks.
• Decision-Making Ability: Quick and confident decision-making under pressure, often in fast-paced environments.
• Technical Proficiency: Familiarity with trading platforms, financial software, and tools for market analysis.
• Risk Management: Understanding and managing risk to protect client investments and firm capital.
• Negotiation Skills: Ability to negotiate terms and prices effectively, whether with clients or other market participants.
• Regulatory Knowledge: Awareness of relevant laws, regulations, and ethical standards governing trading practices.