Total 5,432 Others level Finance / Banking / Insurance job vacancies

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.

Responsibilities

• Handle daily Accounts Payable (AP) and Accounts Receivable (AR) functions
• Process vendor invoices and payments accurately and on time
• Assist the Senior Accounts Executive in daily accounting operations and reporting
• Assist in month-end and year-end closing activities
• Assist in statutory audits, tax matters, and tax analysis
• Support year-end audits, preparation of statutory accounts, and financial analysis
• Ensure accurate and timely financial closing in accordance with accounting standards and company guidelines
• Perform timely and accurate invoicing and billing activities
• Prepare and submit GST filings
• Handle accounting matters related to operations, including cost tracking and reconciliation
• Coordinate with operations and procurement teams on cost verification and invoice validation
• Maintain cost summaries for vessels, projects, or contract
• Perform ad-hoc duties as assigned

HOW TO APPLY:

Interested applicants, kindly send your resume in MS WORD format or please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website.

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EA License No: 19C9950

EA Personnel: Tan Sin Yong (Stella)

EA Personnel Reg No: R24124127

Responsibilities

• Process corporate action events for Singapore and Foreign markets
• Ensure accuracy, timeliness and no disruption in daily business duties
• Attend to internal and external customers’ queries received from internal Business units
• Any other ad hoc duties as assigned

Requirements

• Proficient in Microsoft Office
• Experience in admin functions

Interested candidates, please email your resume to meganng@recruitexpress.com.sg
Attention to: Megan Ng Su Ting (CEI: R23115059)
Recruit Express Pte Ltd
EA No. 99C4599

*** We regret that only shortlisted candidates will be contacted.

Purpose of the Position

This role will work in close partnership with the Talent Acquisition (TA) and Mobility teams, driving the effective execution of recruitment activities and mobility operations across APAC, including group companies.

A key focus of the role is collaboration with Head Office HR as well as global and regional Centers of Excellence (COEs) to ensure that Head Office, global, and regional frameworks, policies, and processes are consistently and efficiently implemented in the region.

In addition, the role will contribute to the continuous improvement of operational processes related to employee mobility and onboarding, with a strong focus on execution excellence, cross-stakeholder coordination, and enhancement of employee experience. There would be coordination with the learning teams in Tokyo and APD to enable a good learning experience for candidates coming through internal mobility.

Role Responsibilities

Talent Acquisition – Collaboration and Execution

• Support the planning and execution of end-to-end talent acquisition activities across APAC, including group companies.
• Partner with HR Business Partners and hiring managers to clarify hiring needs, support recruitment processes, and ensure timely and high-quality hiring outcomes.
• Coordinate with Head Office HR to align on recruitment policies, governance requirements, and expectations, and support their practical and compliant implementation in APAC.
• Identify recruitment-related issues and market trends and provide structured feedback and insights to TA teams and key stakeholders.
• Track and analyze talent acquisition–related metrics and reports to support operational transparency and continuous improvement.

Mobility Operations

• Support operational processes related to employee mobility and onboarding across APAC and group companies, including transfers, secondments, and role changes.
• Work closely with TA teams, HR Solution Desk, country HR, and relevant stakeholders to ensure smooth coordination from hiring or mobility approval through onboarding and early-stage integration.
• Identify operational gaps, pain points, and inefficiencies in mobility and onboarding processes, and support process enhancements from an execution and operations perspective.
• Enhance consistency, clarity, and employee experience in mobility and onboarding operations through improved coordination, documentation, and process alignment.

Head Office and Global HR Interface

• Act as a key point of contact between APAC HR teams and Head Office HR, as well as global and regional COEs, on Talent Acquisition, Learning, mobility, and related operational matters.
• Support onboarding and learning journey of candidates who are coming through internal mobility channels
• Support effective communication, alignment, and execution of Head Office and global initiatives at the regional and local levels.
• Bridge differences between global frameworks and local execution requirements, ensuring practical, workable, and compliant outcomes in APAC.

Project and Operational Support

• Participate in projects related to Talent Acquisition, mobility, and HR process enhancement, including digitalization and operational improvements.
• Support preparation of materials, reporting, and coordination required for regional and global HR initiatives.
• Assist with ad-hoc HR projects and cross-functional initiatives as required.

Role Requirements

• Bachelor’s degree in human resources, Business Administration, or related disciplines.
• At least 7 years in HR experience in the banking or financial services industry, preferably in a regional or large-scale organizational environment.
• Hands-on experience in executing and coordinating end-to-end HR processes, with a strong understanding of recruitment and mobility operations.
• Ability to multi-task and operate efficiently under fast-paced environment while maintaining accuracy in work delivery.
• Experience working with Head Office and/or global or regional HR teams, with the ability to understand global frameworks and support effective regional and local execution.
• Strong coordination and stakeholder management skills, with the ability to work across various, diverse stakeholders.
• Proactive, collaborative, and adaptable mindset, with the ability to operate effectively in a fast-paced and evolving environment.
• Strong organizational and project management skills, with the ability to manage multiple initiatives concurrently while maintaining attention to detail.
• Effective written and verbal communication skills, with the ability to communicate clearly with diverse stakeholders.
• Fluent English and Japanese skills are strongly preferred, as the role requires regular interaction with Head Office and global stakeholders.
• Professional and presentable
• Meticulous and process oriented with strong time management skills
• Strong Team player

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.

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) |

You are invited to join Acclaim, one of the largest national risk advisory, insurance and reinsurance brokers in Singapore. Acclaim is the 1st Corporate Risk and Insurance Consulting Firm to be a winner since inauguration of Enterprise 50 (E50). Acclaim services more than 2000 corporate customers ranging from SMEs to MNCs with reach extending to over 150 countries worldwide.

We are seeking a highly trusted, proactive, and detail-oriented Senior Administration Executive & Personal Assistant to provide executive support to the Chairman & CEO while overseeing the smooth day-to-day operations of the office.

This role requires discretion, sound judgment, strong organisational skills, and the ability to manage multiple priorities in a fast-paced professional environment.

Key Responsibilities:

1. Executive & Personal Support (Chairman & CEO)

• Provide personal and executive support, managing schedules, appointments, travel and ad-hoc requirements with discretion and efficiency.
• Oversee all communications, including screening and prioritising emails, calls, and correspondence.
• Prepare presentations, reports, minutes, and documents accurately and efficiently.
• Proactively plan, coordinate, and manage all travel, itineraries, accommodations, reservations, and event arrangement for the Chairman & CEO, anticipating needs and ensuring seamless execution.
• Handle sensitive and confidential information with the utmost discretion and professionalism.
• Act as the point of contact between Chairman & CEO, internal teams, and external stakeholders.

2. Office Management & Administrative Support

• Oversee day-to-day office operations to ensure a well-run, efficient, and professional environment.
• Ensure office pantries and stationery supplies are adequately stocked and maintained.
• Manage office equipment maintenance, onboarding, and renewal of vendor contracts.
• Support onboarding and offboarding processes for team members.
• Maintain General Office Email box.
• Assist with the coordination and registration of training courses and related administrative matters.
• Liaise with vendors, service providers, and building management as necessary.

3. Event & Internal Coordination

• Assist in planning and coordinating company events, meetings, and internal activities. Support logistics, scheduling, and vendor coordination for corporate functions.

Requirements & Attributes

• Minimum 3 years’ experience in a similar Office Administration & Personal Assistant role.
• Proven experience supporting senior executives with high levels of confidentiality.
• Strong organisational, communication, and multitasking skills.
• High level of professionalism, discretion, and emotional intelligence.
• Proactive, resourceful, and able to work independently with minimal supervision.
• Proficient in Microsoft Office and common workplace productivity tools.

Additional Note

This job description is not exhaustive, and additional responsibilities may be assigned as required to meet organisational needs.

[Job ID: 533220]

Join us as a Wealth Planning Manager, where you will provide personalized financial advice and solutions to retail customers, helping them achieve their financial goals.

As the primary face of our branch banking, you will engage clients through various touchpoints—from in-person consultations to tele-appointments—to understand their unique aspirations. Your role is to offer holistic financial planning, identifying ideal products from our diverse portfolio to secure their future. We believe in cultivating lasting relationships built on trust and professional integrity.

This is an ideal opportunity for a Degree or Diploma holder with a strong interest in wealth management. We value excellent interpersonal skills, a professional demeanor, and the flexibility to work on weekends.

Responsibilities:

• Serve individual retail customers and advise them on various personal banking and financial products and services.
• Engage customers through branch banking touch points, tele-appointments, and outreach programs.
• Possess sound financial knowledge and provide holistic financial planning advice.
• Identify suitable financial solutions offered by the bank to meet customers' financial goals.
• Understand and adhere to banking regulations and guidelines when conducting business.
• Cultivate close long-term relationships with existing clients.
• Conduct regular follow-ups with existing and potential customers to assess their financial needs.

Requirements:

• Bachelor's degree from a recognized university or a diploma from a local polytechnic.
• Interest in financial planning or wealth management.
• Enjoy interacting with people, good communicator, and able to conduct yourself professionally.
• Willingness to work on a flexible schedule, including weekends.
• Candidates with more years of relevant financial advisory experience will be considered for Senior Wealth Planning Manager position.

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]

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)

Job Description

Financial Planning & Analysis

• Preparing/ Reviewing annual budget and monthly forecast.
• Analyzing asset financial performance via forecasting
• Providing insights on business activities
• Analyzing the P&L and cashflow impact of potential acquisitions / divestments
• Experience in building models to predict outcomes, evaluate projects (NPV, IRR), and assess investment viability.

Accounting

• Ensuring the four Singapore business accounts are reconciled regularly.
• Overseeing and reviewing asset financial statements and ensuring compliance with accounting standards and regulations, including IRAS requirements.
• Ensuring annual audit and tax compliance for assets under his/her charge
• Managing the processing and payment of bills regularly.
• Reconciling and providing regular Accounts Receivable reports to the sales team
• Prepare GST returns for our Singapore entity.
• To assist with office general administration.

Requirements

Qualified Singaporean Accountant

Only candidates who are currently authorised to work in Singapore without sponsorship will be considered.

Minimum 4 years experience.

Experience in financial planning and Analysis
(FP&A): Creating budgets, forecasts, variance analysis, and explaining financial data to managers.

Experience in building models to predict outcomes, evaluate projects (NPV, IRR), and assess investment viability.

Well versed in Quickbooks, Xero and Google business tools.

About the company.

Quei Group Pte Ltd is the holding company for our lifestyle businesses in tailoring retail, corporate uniforms and an F&B outlet.

Job Responsibilities:

1.     Receive, sort, process, and distribute all incoming and outgoing mail and packages; maintain accurate records and ensure timely delivery.

2.     Manage gifts purchased by the branch, oversee departmental requisitions and issuance for client gifting, and conduct regular physical inventory counts to reconcile records.

3.     Assist with procurement-related tasks, including placing orders with vendors, processing requisitions, comparing prices, and negotiating to support cost-efficiency.

4.     Manage budgets and expenses; perform monthly expense allocation.

5.     Assist with various hospitality activities, including banquets, receptions, and other events as required.

6.     Provide driving services to deliver supplies and materials for daily branch operations, collect and distribute documents and items across branches, and transport branch VIPs when needed.

7.     Perform additional duties reasonably assigned by supervisors or management.

Requirements:

1.     Diploma or Degree in any discipline.

2.     Team player with good communication skills.

3.     Good organizational skills and attention to detail.

4.     Proficiency Microsoft Office applications.

5.     Valid LTA Class 3 driving license with a clean driving record.

We are currently seeking a high calibre professional to join our team as a Premier Business Development Manager.

In this role you will:

• Business Development Manager for our Premier Offshore market to achieve acquisition objectives
• Responsible for but not limited to self-sourcing of new customers, managing and growing relationships for acquisition and referrals of new customers for offshore banking platform
• Achieve agreed financial expectations on qualified client growth for HSBC Premier clients
• Expand external network to maximize client growth opportunities
• Ensure adherence to Anti-Money Laundering guidelines and proper conduct
• Ensure full compliance to onboarding guidelines and regulatory requirements including KYC, account opening and tools; end to end processes until warm hand over to RM
• Support customers with needs-based banking solutions to meet customers' short- and long-term financial banking needs, getting customers to be digital ready
• Drive clients’ wealth and digital readiness with tight engagements to encourage early funding and Internet/Mobile Banking registration

To be successful you will need:

• Bachelor’s Degree holder with relevant experience or equivalent experience in a retail banking environment
• Driven with proven track record in sales related industry. Experience in financial related industry will be an added advantage
• Experience in engaging high net worth and/or international clients
• Strong sales orientation, networking and prospecting skills
• Possess strong interpersonal and communication skills
• Able to work independently and under minimal supervision

Opening up a world of opportunity
www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

 https://www.youtube.com/embed/NIa2CodFG6E?si=sFOWeYmq5fs3vE5i%22

Job Title: Senior Finance Manager

Organisation: Thong Kheng Welfare Services Society (TKWSS)

Location: Singapore

Employment Type: Full-Time

Reports To: CEO

About Thong Kheng Welfare Services Society

Thong Kheng Welfare Services Society (TKWSS) is a non-profit voluntary welfare organisation (VWO) dedicated to serving the community through our residential homes, senior activity centres, and outreach programmes. We are committed to improving the quality of life for the elderly and persons in need through compassionate care, integrity, and accountability in everything we do.

As part of our ongoing growth and strengthening of governance, we are seeking a dedicated and experienced Senior Finance Manager to join our Finance team.

About the Role

The Senior Finance Manager will oversee the financial consolidation and reporting of all TKWSS divisions, centres, and programmes. This role ensures accurate, timely, and transparent financial information to support decision-making by management, the Board, and regulatory stakeholders.

You will work closely with centre finance officers, auditors, and management to ensure compliance with accounting standards, government funding requirements, and internal control policies.

Key Responsibilities

• Lead the monthly and annual consolidation of financial results across TKWSS’s homes, centres, and programmes.
• Prepare consolidated management and financial reports for management, the Board, and regulatory submissions.
• Ensure compliance with Singapore Financial Reporting Standard (SFRS) and Charities Accounting Standard (CAS).
• Review and reconcile inter-centre and inter-programme transactions.
• Coordinate and support audit processes and liaise with external auditors and regulator.
• Develop, implement, and review financial policies and procedures to strengthen internal controls.
• Collaborate with service heads and programme teams to ensure effective budgeting, monitoring, and reporting of funds.
• Support funding submissions, variance analyses, and grants utilisation reporting to relevant authorities.
• Participate in financial systems enhancement and process improvements to improve reporting accuracy and timeliness.

Requirements

• Degree in Accounting, Finance, or equivalent professional qualification (ACCA, CPA, CA preferred).
• Minimum 8 years of relevant experience in financial consolidation, reporting, or audit.
• Prior experience in the non-profit or social service sector.
• Sound knowledge of Singapore Financial Reporting Standard (SFRS) and Charities Accounting Standard (CAS), funding frameworks, and audit requirements.
• Strong analytical skills with high attention to detail.
• Hands-on and independent, yet collaborative across multiple centres and teams.
• Proficient in accounting software and Microsoft Excel.
• Strong communication and interpersonal skills, with commitment to TKWSS’s mission and values.

Job Responsibilities:

• Participate in client meetings (joint calls) with Branch relationship managers and/or supervisors and provide investment sales support for after-sales servicing, follow-ups and investment sales enquiries.
• Possess the ability to articulate and communicate investment insight relating to global capital markets; macro-economics and current/historical investment market conditions with our clients.
• Present, share and communicate regular investment updates from our investment product partners to our Branch relationship managers and supervisors.
• Provide investment sales training on portfolio asset allocation, investment risk assessment and investment product solutions.
• Identify investment product gaps and/or opportunities to the product team.
• Assist to facilitate product trainings from our approved Fund/Asset Managers.
• Assist Consumer Banking department Sales and Service Quality Management Team (SSQMT) on investment product post-sales review.
• Identify product gaps and opportunities to Consumer Banking Wealth Product Team, assist and support the team in the execution of various projects, and execute placement of trades of various instruments.

Job requirements:

• Meet fit and proper requirements at all times
• Apply sound ethical judgment in personal behavior, in conduct and business practices at all times.
• Complete all relevant trainings and product tests.
• Degree qualification and above in a related discipline.
• More than 5 years of qualified Financial Advisory sales experience in consumer banking line.
• Strong knowledge of banking and investment products (i.e. Unit Trust, Structured Products (ie ELNs, FCNs), Dual Currency Investment, Fixed Income, ETFs etc).
• Must possess CMFAS M1a, M1b, M6, M6A, M8, M8A.
• Ability to work in a team-oriented environment.
• Self-starter and quick learner with creative problem-solving skills.