Total 1,624 Manager level Finance / Banking / Insurance job vacancies

What you'll do:

As a Business Development Manager, you will play a pivotal role in expanding the Priority Clients portfolio by delivering tailored financial advice through consultative sessions. Your day-to-day responsibilities will involve deepening relationships with high-net-worth individuals by sharing timely market information and product insights. You will collaborate closely with your team manager to set ambitious yet achievable targets for new business acquisition while participating in strategic marketing campaigns. By sourcing prospects through various channels—including referrals from colleagues—you will ensure consistent growth in your client network.

• Conduct professional and consultative financial analysis sessions with clients to understand and address their unique financial needs and objectives.
• Foster and deepen customer relationships by providing regular updates on market trends and comprehensive analysis of both local and international financial products.
• Collaborate with team managers to develop monthly plans aimed at achieving or exceeding sales targets for new business acquisition and customer growth.
• Participate actively in marketing initiatives and promotional activities designed to attract new clients and enhance brand presence within the community.
• Source individual prospects through networking, referrals, and outreach efforts, ensuring a steady pipeline of potential clients for the Priority Clients segment.
• Deliver quality after-sales service by responding promptly to client inquiries, resolving issues efficiently, and maintaining high levels of satisfaction.
• Manage anti-attrition strategies by proactively engaging existing clients, addressing concerns, and implementing retention measures tailored to their needs.
• Organise and conduct engaging sales presentations for groups such as clubs, associations, companies, and other organisations to showcase available financial solutions.
• Solicit referrals from internal networks including relationship managers from other divisions, staff members, and cross-functional teams to expand your client base.
• Uphold exemplary conduct by adhering strictly to regulatory requirements, group values, and codes of conduct while identifying and mitigating risk.

What you bring:

In this Business Development Manager position, your proven background in client acquisition will be essential as you engage with high-net-worth individuals seeking bespoke financial solutions. Your interpersonal abilities will allow you to build rapport quickly while demonstrating empathy towards each client's aspirations. Experience managing complex accounts will enable you to anticipate challenges before they arise—ensuring seamless service delivery at every stage. Your familiarity with regional markets—and fluency in relevant languages—will give you an edge when connecting with prospective clients from diverse backgrounds.

• Demonstrated experience in acquiring new clients within the banking or financial services sector, particularly among high-net-worth individuals.
• Proven track record of managing accounts for affluent customers with sensitivity to their unique needs and expectations.
• Fluency in region-specific languages combined with strong communication skills that foster trust and understanding across diverse client groups.
• Established networks within the local market that enable effective prospecting and relationship-building activities.
• Comprehensive technical knowledge of consumer banking products such as treasury solutions, equities, funds, insurance policies, and related offerings.
• Ability to deliver insightful market updates and trend analyses that empower clients to make informed decisions about their portfolios.
• Commitment to upholding the highest standards of ethics by adhering strictly to all relevant regulations, guidelines, and codes of conduct.
• Collaborative mindset that thrives in team-oriented environments where knowledge-sharing is encouraged for mutual success.
• Excellent organisational skills enabling you to plan effectively for sales targets while balancing multiple priorities seamlessly.

• What sets this company apart:
• This organisation stands out as an employer of choice due to its unwavering dedication to ethical standards, inclusivity, and employee well-being. Employees benefit from flexible working arrangements that promote work-life harmony alongside generous pension contributions designed for long-term security.

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1435983 Glen Chua

Job Summary

We seek a dynamic Assistant Manager to lead financial operations at our shipyard(working location River Valley), driving compliance, risk management, and process optimization in a fast-paced environment.

Responsibilities

• Oversee daily operational activities to ensure alignment with company objectives, policies, and budgets
• Enforce compliance with financial policies and procedures across all operations
• Lead initiatives to optimize accounts payable, invoice processing, and payment workflows for improved efficiency
• Manage cashflow for Singapore entities, maintaining liquidity while mitigating financial and interest risks
• Collaborate with FP&A and GL teams to deliver accurate and timely financial reporting
• Liaise with external auditors, tax agents, and banks to support audits and regulatory compliance
• Drive ad-hoc projects aimed at strengthening financial operations and controls
• Lead and manage finance teams and coordinate with shared service functions to achieve operational goals
• Utilize advanced Excel skills to analyze financial data and support decision-making
• Apply strong understanding of financial controls, compliance, and risk management to safeguard company assets
• Communicate effectively across departments to facilitate collaboration and resolve financial issues

Required competencies and certifications

• Minimum 5 years of experience in finance operations
• Proven leadership experience managing teams and working with shared service functions
• Bachelor’s degree in Accountancy or Accounting

Preferred competencies and qualifications

• Proficiency in SAP is an advantage

Other Information

• Location: Near CBD with frequent travel to the shipyard in Tuas.

The Opportunity

• This is an exciting opportunity to work for one of the leading banks
• 12months contract
• It is an opportunity for a Regional Wealth Management Project Manager (Up to 7.5k | Bank) to  join the team and play a pivotal role in shaping the team's strategy towards Global Wealth Management anchored in Wealth Continuum, Wealth Connectivity and Operating Model transformation
• You are required to support global wealth initiatives through cross-segment, cross-market coordination, analysis and reporting throughout the customer journey.

The Job

• Regional Orchestration of Wealth Continuum & Wealth Connectivity Agenda: Facilitate alignment across segments and markets by ensuring common understanding of initiative objectives, customer journeys, operating requirements, and dependencies
• Execution of Wealth Continuum & Wealth Connectivity Initiatives: Partner with regional and in-market stakeholders to support the end to end launch readiness of cross-segment and cross-market initiatives, including coordination across segments and markets aligned to ensure timely and consistent execution
• Real-time client level dashboards, control tower & MIS reporting: Solutionise and deliver real-time client dashboards from leads to accounts opened including interim steps across segments and markets; partner with Regional Wealth Data Chapter and Regional Finance teams to translate dashboards into monthly control towers and MIS for senior management consumption
• Traction & Gap analysis: Work closely with various regional and in-market stakeholders including frontline across segments and markets to monitor status of clients. Analyse and highlight key points for process improvement
• Work flow work bench: Partner with Regional Platforms to define requirements to automate and deliver work flow work bench that is fit for purpose across segments and markets
• Ad-hoc analysis: Support additional ad-hoc analysis from key stakeholders

The Talent

• Minimally 3-5 years of experience in wealth management, banking/ wealth management operations or client servicing support and project/program management
• High attention to detail and proven accuracy in large volume of data reporting
• Ability to generate insights beyond showcasing upward and downward trends
• Strong collaborative skills and proven ability to work with significant number of regional and in-market stakeholders
• Strong working knowledge of Microsoft: SharePoint, Excel and PowerPoint
• Able to follow structured SOPs, maintain data discipline, and manage multiple requests in parallel
• Strong controls mindset in terms of data privacy, governance and need-to-know principles
• Must be ok dealing with data (extraction, manual entry etc) and working on operational type of work on a daily basis.

Next Steps

• Drop your resume and contact us to follow-up, or send your resume to amos.tan@adecco.com
• Email Topic: Apply Regional Wealth Management Project Manager 
• Only shortlisted candidates will be contacted

Amos Tan Jun Han

EA Licence Number: 91C2918

Personnel Registration Number: R23113385

• Well Established Medical Devices Manufacturing Company
• Basic $7500 - $8000 + AWS + Variable Bonus
• Excellent Welfare and Benefits + Career progression
• Working location: Boon Lay
• Working day: Monday to Friday
• Working hours: 8.30am to 5.30pm

Job Responsibilities:

• Assist the Group Finance Director in developing, implementing and monitoring the compliance of internal control policies and procedures.
• Review consolidated financial statements, management reports and budget variance analysis of the Group.
• Co-ordinate and lead the Finance Managers of subsidiaries to perform group financial activities.
• Ensure all financial, accounting and analytical reports are prepared according to the management policies and accounting standards.
• Coordinate, participate and deliver insights into the financial reports in the management meeting and board meeting.
• Manage relationship with external auditors for financial audits.
• Complete and submit all GST returns and ensure compliance.
• Review CIT returns to be submitted by Tax Agent.
• Lead the preparation of annual budgets, analysis and presentation to Management.
• Oversee the costing function for the manufacturing activities in Singapore.
• Supervision of local & overseas Accounts staff with full spectrum of accounting responsibilities.
• Perform any other tasks as the need arises.

Job Requirements:

• Possess minimum Bachelor’s degree in Accounting, Finance or related field with 5-8 years of working experience, including experience in manufacturing costing, and supervisory experience.
• Prior working experience with Microsoft Business Central is beneficial.
• Current CA/CMA membership or equivalent would be an added advantage.
• Some travelling within Asia is required.

Candidates are encouraged to apply this position via Apply Now button with the following information in the resume

• Work experiences and job responsibilities
• Current and Expected salary
• Reason for leaving
• Date of availability
• Education background

We regret that only shortlisted candidates will be contacted.

LIONG ZHAO GUAN (R22107632)
EA Recruitment Pte Ltd
EA License No: 21C0492

Job Description:

This job is responsible for managing complex, high risk, cross functional programs that drive operational excellence and process-led transformation across Global Credit Operations. This role will partner with Operations teams and key stakeholders to identify improvement opportunities, deliver end-to-end projects, and embed sustainable change that enhances efficiency, quality, and client experience. Job expectations include serving as the primary point of contact to department managers for critical process change initiatives, using tools to document program performance, and influencing stakeholders to drive strategic changes.

Responsibilities:

• Defines program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders 
• Works closely with project sponsors, cross-functional teams, and assigned project managers to develop the scope, deliverables, required resources, work plan, budget, and timing for new change initiatives
• Monitors the execution of defined tasks through tracking of program milestones and their statuses, developing program plans, and measuring progress against ongoing key performance indicators Analyzes, evaluates, and overcomes program risks, and produces program reports for managers and stakeholders
• Identifies key requirements for cross-functional teams, external vendors to perform in alignment with the program objectives. 
• Works with other program managers to identify risks and opportunities across multiple projects within the department, leading them to negotiate decision making for efficient and effective resolution
• Meets with stakeholders to provide transparency into project issues and decisions on services, builds positive relationships, asks questions, and uses tools to uncover root causes to challenges, identify opportunities, and make recommendations.

RequiredSkills

• Bachelor’s degree or equivalent qualification.
• Minimum 7 years’ experience in business change or transformation management.
• Strong end-to-end program management skills with ability to manage multilayer complex, cross-functional initiatives preferably in banking operations.
• Proven stakeholder management and influencing skills.
• Analytical and problem-solving ability to identify root causes and implement solutions.
• Self-motivated to drive non-funded projects and initiatives.
• Clear, articulate oral and written communication skills.
• Proficient in MS Office (Excel, Word, PowerPoint, MS365, Copilot); highly organized and able to work in a team environment.

1. Claims Assessment & Decision Making

• Assess and approve personal accident claims accurately within established turnaround
• times, in line with policy provisions and authority limits.
• Evaluate medical, financial and supporting claim documentation, ensuring appropriate
• claim decisions and reserve adequacy.
• Manage claim investigations, including clarification with medical institutions, policyholders,
• and internal stakeholders.
• Review of pending claims to ensure timely resolution and proper closure.
• Identify claim patterns and unusual or inappropriate practices and recommend
• improvements to strengthen claims controls and streamline claim processes.

2. Stakeholder & Customer Engagement

• Collaborate with medical institutions, policyholders, and internal stakeholders to gather
• and clarify clinical information or outstanding requirements.
• Deliver high standards of customer service and strengthen relationships with customers
• and distribution channels.

3. Delivery of Service Excellence

• Provide clear, empathetic communication timely to policyholders, claimants and agents
• medical professionals, and internal stakeholders, making the claims process smooth and
• transparent.

Requirements

• Minimum Diploma or Degree in any discipline
• Preferably with 2 to 3 years of relevant claims administration experience from insurance industry

Interested candidates please send in your resume to:
Topaz Liang Huimin (CEI No. R1104500), email to: west1@recruitexpress.com.sg
EA License No: 99C4599

Job Summary

We are seeking a Finance Manager who is demonstrably among the best in their field- highly ambitious, a proven problem-solver, and equipped with excellent judgment. You will assist in financial reporting, compliance, tax, and treasury functions for our global operations. This role offers the chance to learn from top-tier professionals, take on increasing responsibility, and build a rewarding career at the forefront of crypto and quantitative finance.

Key Responsibilities:

Financial Reporting

• Manage the full set of accounts and month-end closing for the company and its subsidiaries, including but not limited to preparation of comprehensive financial statements for annual fillings (year-end: 31 December across all entities).
• Oversee daily accounting tasks, including accounts payable, bank reconciliations and etc

Compliance and Legal Affairs

• Maintain corporate secretarial relationships and ensure compliance with ad hoc and annual requirements (e.g., AGM, Annual Confirmation JE1).
• Coordinate with external auditors, tax agents, and bankers for year-end audits and tax filings.
• Ensure compliance with base and risk-based capital requirements per MAS CMSL regulations.

Tax Compliance

• Oversee the preparation and filing of tax returns for our entities, ensuring timely and accurate submission.
• Prepare GST returns (quarterly and yearly) in compliance with Singapore regulations.

Qualifications

• Possesses a degree in accounting and finance or relevant field with CPA, ACCA, or equivalent professional certification. Candidates that are with their last paper are welcome to apply.
• Minimum 3 years of experience, preferably with experience in financial services. Prior experience with MAS compliance requirements is a plus.
• Strong knowledge of IFRS/SFRS and proficiency with modern accounting software.
• Prior experience in family office, venture capital fund, or similar environment is a strong plus.
• Team player with the ability to efficiently manage diverse tasks.
• Exceptional attention to detail, with a high level of integrity and trustworthiness.

Who You Are

• A top performer with a track record of solving complex problems and delivering results.
• Ambitious and eager to grow within a dynamic, high-impact organization.
• Collaborative, adaptable, and capable of thriving in a fast-paced, merit-driven environment.

Benefits

• Competitive salary.
• Top-of-the-range health, dental and vision insurance.
• Paid Time Off: 18 days of paid time off, plus public holidays.
• Wellness Program

about the job

• Growing the wealth of high net-worth individuals and providing professional services for their banking needs; including insurance and investment across the following markets ((North Asia, Malaysia, Indonesia, ROW, India market etc.)

about the manager/team

Working alongside a competent team, you will have to opportunity to grow in the banking space.

skills and experience required
A degree is minimally required with 3 years of experience in the Banking & Finance Industry. Importantly, you should come with good track record in sales/current portfolio of clients.

To apply online please use the apply function

(EA: 94C3609/ R21103354)

Accounting & Finance Manager

• Salary: 3500 - 4000

• Working hours: Mon to Fri | 9am - 6pm

• Location: SingPost Centre

Job Summary

This Finance Manager offers the opportunity to lead the financial operations of a multi-entity ed-tech group, driving disciplined reporting and strategic growth. You will collaborate closely with senior leadership to shape financial controls and support sustainable expansion.

Responsibilities

Financial Operations & Reporting

• Maintain and oversee the full set of accounts for all entities (currently 10 companies), ensuring accuracy, completeness, and proper intercompany alignment

• Perform timely monthly financial closing by the 10th working day of the following month to support management reporting timelines

• Prepare comprehensive monthly management reports, including Profit & Loss, Balance Sheet, and Cashflow statements, to support strategic decision-making

• Monitor and manage cashflow across all entities, providing clear visibility and actionable insights to management

Revenue & Receivables Management

• Extract and reconcile sales data from internal systems (e.g. OClass) and ensure accurate recording into QuickBooks Online across all entities

• Review and account for deferred/unearned revenue based on package utilisation reports to ensure proper revenue recognition

• Reconcile student payments against bank records (e.g. DBS reports) and ensure accurate and timely recording of receipts

Expense & Cost Management

• Record, verify, and reconcile all expenses based on supporting documents (e.g. invoices, receipts), ensuring completeness and accuracy of financial records

• Review shared costs (e.g. rental, utilities, marketing) and perform appropriate cost allocations and intercompany backcharges across entities

• Ensure proper documentation and audit trail for all financial transactions

Payroll & Intercompany Accounting

• Process payroll entries and allocate staff costs across entities based on defined allocation frameworks

• Maintain accurate intercompany balances and ensure all related party transactions are properly recorded, reconciled, and aligned across entities

Compliance & Statutory Reporting

• Prepare and submit quarterly GST returns in compliance with Singapore tax regulations

• Liaise with IRAS and external tax agents on tax matters, including annual tax computations and filings

• Prepare year-end schedules and support the preparation of tax computations and unaudited financial statements for all entities

Systems, Controls & Process Improvement

• Ensure all financial data is properly maintained in QuickBooks Online with strong audit trails and documentation standards

• Establish, implement, and continuously improve finance SOPs to strengthen internal controls and operational efficiency

• Identify opportunities for automation and system improvements across finance workflows (e.g. data extraction, reconciliation, reporting)

Business Partnering & Strategic Support

• Support budgeting, forecasting, and margin analysis to guide expansion and operational decisions

• Provide actionable financial insights to management on business performance, cost optimisation, and growth opportunities

Required Qualifications

• Degree in Accounting, Finance, or related discipline

• Minimum 2–4 years of experience handling full sets of accounts independently

• Strong knowledge of Singapore GST and tax framework

• Proficiency in QuickBooks Online

• Experience in education, enrichment, or multi-outlet retail environments

• Familiarity with automation tools, system integrations, or reporting dashboards

If you are keen to apply, please send me your resume and job applied for on WhatsApp at 9789 3505 or email me at anabel.thesupreme@gmail.com (˶ᵔ ᵕ ᵔ˶)

❄️Anabel Boon Xue Qi | Recruitment Consultant (R25159272) |

• The role of the Private Banking Relationship Manager (RM) is to understand client requirements across Non Resident Indian (NRI) customer base, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios
• Acquire High Net-worth Clients & mine existing relationships across NRI customer base
• Facilitate FCNR/ Indian Rupee (INR) deposits as per the applicable product framework as part of overall asset allocation
• Provide appropriate investment advise to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes
• Conducting financial need mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs
• Construction of customized portfolio proposals for clients through allocation of client funds into products across debt, equity and other asset classes
• Active review and re-balancing of client's AUM through timely buy/ sell/ hold calls triggered by clients' preferred or recommended allocation
• Responsible for striving towards the AUM Growth & Revenue generation from the relationships with ICICI Bank Private Banking - Singapore
• Responsible for ensuring regulatory compliance as laid down by relevant teams/ authorities at all times
• To have a keen understanding and full awareness of, and adherence to, in-country regulatory framework, rules of engagement in the sales and marketing of investment
• Any other relevant task as assigned by Reporting Manager

Job Requirements:

1. Candidate should have 3+ years of relevant banking experience
2. Customer Relationship Management skills
3. Knowledge of Financial Markets & Products (eg: Bonds, Equities, FX, etc.)
4. Knowledge and understanding of Indian banking landscape, India market and macroenvironment
5. CACS 1, CACS 2 and RES1B required

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

PURPOSE

The QA Manager isresponsible for defining, governing, and executing end‑to‑end testing to ensurehigh‑quality delivery across projects and releases. The role owns the testingstrategy, manages the full testing lifecycle, develops QA capability, andensures testing is comprehensive, accurate, and aligned with business anddelivery timelines.

KEY ACCOUNTAIBILITIES

QA Governance

·        Define, implement, and maintain the QA &UAT operating model across projects

·        Establish and enforce testing standards,frameworks, and quality controls

·        Ensure requirement traceability and testingcoverage across all deliveries

·        Provide overall governance for QA and UATactivities

Test Planning andManagement:

·       Define test strategy,scope, and approach for projects and releases

·       Develop and manage QA &UAT test plans, test cycles, and test matrices

·       Perform test effortestimation for QA and UAT, including resource demand planning

·       Identify testingdependencies, risks, and mitigation plans with stakeholders

·       Define and track QA metricsto measure quality, efficiency, and effectiveness

·       Drive continuousimprovement in testing processes, tools, and methodologies

TestExecution& Delivery Management:

·       Manage and oversee execution of test plans, cycles,and defect management

·       Coordinate QA and UAT activities with project teamsand business users

·       Ensure test results are accurate, consistent, andmeet quality standards

·       Supportbusiness readiness and production/live deployment activities

People &Capability Management:

·       Train, coach, and onboardnew QA resources

·       Provide regular teststatus, risk, and quality reporting

·       Communicate test decisions,issues, and impacts clearly and proactively

Stakeholder& Reporting Management:

·       Act as the primary QA pointof contact for project managers and stakeholders

·       Assign and manage QAresources across test cycles and projects

·       Ensure consistent testingpractices and quality outcomes across the team

About the Division 

The Human Resources Division drives and delivers the human capital strategy to support the organisation’s strategic thrusts and goals, and at the same time achieve HR excellence and employee satisfaction, as an Employer of Choice. 

Job Purpose 

Reporting directly to the Head of Human Resources, the Deputy Head plays a key role in supporting the HR Head to drive the HR strategy, leading enterprise-wide people initiatives with the aim of enhancing the workplace culture, organizational effectiveness, and ensuring operational excellence across human resources and administration. This role is both visionary and operational. 

Main Responsibilities

• Partner with the HR Head to develop and execute the organization’s people strategy. 
• Deputise the HR Head and represent HR at the executive level in the HR Head’s absence.  
• Partner with Senior Management to design and optimise talent and manpower planning and build organisational effectiveness. 
• Lead organizational design initiatives to support organizational and business goals.
• Oversee end-to-end employee lifecycle, including recruitment, onboarding, employee experience and engagement. 
• Support division heads to build and maintain robust succession pipelines for critical roles.
• Design, develop and implement talent and high potential programs for the workforce.
• Build enterprise capabilities through identifying learning solutions for respective workforce audiences.
• Champion process improvement and scalability across all HR operational processes.
• Lead, coach, and develop a team of HR and Admin executives to foster a high-performance, service-oriented culture within the HR division.
• Oversee building management and office administration matters, as supported by the facilities management and administration team. 

Requirements

• A degree in HRM or professional HR qualifications.
• Minimum 10 years of relevant experience, with at least 5 years in HR middle management/leadership role.
• Working experience in the insurance or financial industry would be an added advantage.
• Strong knowledge of HR best practices and Singapore employment laws.
• Demonstrated ability of leading HR through driving enterprise-wide change.  
• Possess mindset of continuous improvement, with a bias to action. 
• Experience in a listed company would be beneficial.
• Strong influencing and interpersonal skills.
• Strong written and verbal communication skills.

Join a globally backed leading insurer specialising in high-net-worth (HNW) life insurance. This is a rare opportunity to build and own the operational backbone of a Variable Universal Life (VUL) platform from the ground up - working at the intersection of insurance, private banking, and investment operations.

Key Responsibilities

• Lead the end-to-end VUL policy lifecycle, from application submission to policy issuance, including custodian account setup and premium funding coordination
• Design and implement operational frameworks, including documentation standards, controls, and risk management practices
• Act as the subject matter expert (SME) for VUL operations, supporting brokers, distributors, and bancassurance channel
• Manage and optimise relationships with private banks, custodians, and distribution partners, ensuring seamless execution
• Track and report SLAs, KPIs, and operational metrics, driving continuous process improvement and efficiency

Critical Requirements

• Bachelor's Degree with business related qualifications
• 15+ years of life insurance operations experience, with strong exposure to VUL products
• Deep understanding of VUL lifecycle processes, including custodial structures and premium flows
• Strong knowledge of due diligence, compliance assessments, and regulatory requirements within insurance or financial services
• Proven ability to build processes from scratch in a structured and scalable manner
• Strong analytical and stakeholder management skills, with the ability to navigate complex HNW client scenarios

If you fit the requirements and it is the right role for you, apply now or send me your CV at x.lee@gravitasgroup.com.

Only one slot remaining - Once the right person is shortlisted, the position will be closed.

[Job ID: 1070953]

Join our Priority Banking – Offshore team as a Relationship Manager and shape the financial future of our high-net-worth clients.

We offer more than just banking; we provide bespoke wealth solutions. In this role, you will be the primary advisor, conducting consultative analysis to understand and meet the unique financial objectives of our offshore clients.

We are seeking a dynamic professional with at least 3 years of relationship management experience. Your expertise will be crucial in deepening client relationships by providing insightful market updates and trend analysis. If you are driven to exceed targets and thrive in a collaborative, high-performing environment, this is your opportunity to build a rewarding career with a leading international bank.

Responsibilities

• Conduct consultative financial analysis and profiling sessions to understand clients’ needs and objectives.
• Strengthen client relationships by providing regular market updates and insights on local and international financial products, with a focus on Malaysia.
• Collaborate with team managers to develop monthly plans for achieving and exceeding sales targets.
• Participate in marketing and promotional activities to support client acquisition and business growth.
• Uphold the organisation’s values and ensure compliance with regulatory and ethical standards.

Requirements

• Minimum 3 years of experience in relationship management within financial services.
• Strong understanding of wealth management principles and banking processes.
• Knowledge and experience in offshore markets is an added advantage.
• Excellent communication and interpersonal skills with a client-centric 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

Our client is an international private bank and they are expanding thei ASEAN and North Asia market team.

Key responsibilities:

• Grow the business through proactive acquisition and retention of HNW/ UHNW clients within the ASEAN and North Asia region
• Responsible for achieving annual revenue targets and objectives
• Build and develop a deep understanding of clients’ investment needs
• Ensure accuracy in product documentation including credit facilities
• Comply to all guidelines and regulations

Requirements:

• Minimum 5 years of relevant wealth management experience in the ASEAN and North Asia segment
• Strong understanding of financial products and services
• Able to collaborate effectively across departments
• Bachelor degree and possess professional qualifications: CMFAS and CACS

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

(EA:16S8112/ R2199597)