An MIS Officer and Project Implementation Partner is in charge of ensuring that relevant information is accessed and provided to the relevant parties. He/she will also in-charge of implementation of assgined projects.

The MIS Officer is primarily responsible for the following:

• Ensuring the accuracy, compliance, control, security, and relevance of data sourced from different investment Business Units that provide information on BDO SG's business development metrics.
• Summarizing the information gathered to show insight on the different management levels from RMs, Team Heads, Center Heads, Business Unit Heads and BDO's Management.
• Providing support to the Relationship Management Unit's day-to-day tasks through initiatives that may reduce processing time or providing sales insight for increased production.
• Ensuring that all users' feedback on the reports and data provided are addressed through resolution of functional errors and improvement in report capabilities and information.
• Safeguarding the security of data across all levels by adhering to the data management policies of the bank.
• In-charge of implementation of assigned projects

Duties and Responsibilities

A. Business Intelligence and Reporting

a. Data Structure Design and Architecture

• Design and develop enhanced data structures and increase the data quality metrics (accuracy, compliance, control, security, and relevance) for the data accessible to the Business Unit.
• Source data from Treasury, Securities, and other Investment Business Units that Account Holders are able to access.
• Keep and organize data sourced from different Investment Units for record-keeping and performance evaluation.

b. Management Reports and Insights

• Consolidate data sourced for management report purposes relating to business development metrics (Volume and Accounts)
• Produce on-time and accessible reports for the different management levels (BU Head to ManComm)
• Provide insights on the performance and changes in the metrics of the unit
• Provide reports relevant to partner Business Units for leads provided

- Summarize volume and accounts referred by the business unit

- Provide recognition for top referrers for better business unit relationship

• Enable the different sales level (RMs, SRMs, Team Heads, and Center Heads) visibility on their respective achievements on the topline metrics and other metrics defined in their KRA plans
• Provide topline metrics report to the Comptroller’s Office for budget tracking
• Provide strong reporting and analytical information support to management team for regular and ad hoc reports

B. Relationship Management Support

• Provide templates that minimize the time needed to process daily, weekly, or monthly reports
• Provide investment maturities reports for onboarded clients
• Provide equities summary reports for the RMs/SRMs to use as reference on client’s upcoming settlement dates
• Ensure the leads used and referred have complete information relevant to the RM

C. Data Structure Maintenance

• Provide immediate feedback and resolution on functional errors in the available data structures
• Consolidate responses and requests for improvements proposed for the platform for increase in capability
• Continuously evaluate existing data structures on the data quality metrics to further streamline and improve existing processes.

Job Mandate

The International and Loans Assistant is primarily responsible for assisting the Head of Loans Unit in the daily operations of International and Loans Unit of the branch. He/She ensures prompt and efficient service delivery in compliance with the Bank’s service standards and internal control.

Duties & Responsibilities

1. Informs clients of new relevant regulatory circulars and reviews their accounts to ensure continuous enhancement of quality service.
2. Performs start and end of day activities as follows :
   a. Prepares and reviews and submits branch reports in accordance with existing policies, procedures and control.
   b. Ensures that the branch operations adheres to the following :

• Bank policies, procedures and controls related to International and Loans transactions are strictly followed by designated personnel to attain an acceptable audit rating and implement Audit rectifications within the department.
• Regulations of Singapore Monetary Authority, Bangko Sentral ng Pilipinas, Anti-Money Laundering Council and other pertinent government agencies.

3. Processing of trade, loans, inward/outward remittances, treasury, and wealth transactions.

4. Daily monitoring and matching of payment and receipts in bank’s nostro accounts.

5. Monitor, process and ensure timely execution of the trades, treasury and wealth transactions.

6. Performs other duties assigned from time to time.

BASIC FUNCTION

Assist the Head of Securities Marketing in BDO SGB Treasury in the day-to-day overall activities related to Investment Accounts for the Regulated Activities under the Securities and Futures Act (SFA) and the Financial Advisers Act (FAA) to achieve its overall objectives and targets.

DUTIES AND RESPONSIBILITIES

1. Develop and maintain client relationships to build market share and enhance client asset size over time. Achieve annual revenue targets and objectives.

2. Handle client’s request and instruction directly, including trade processing and inquiries on operational issues.

3. Calls the clients to confirm the client’s orders stated in the Letter of Instruction(LOI) over a SGB recorded line.

4. Assist customers of the BDO SG Branch in the investment account opening application by providing necessary guidance, disclosures and explanations to them;

5. Assist in the categorization of customers (e.g. professional investors, customers with / without derivative knowledge, etc.) by obtaining the necessary documentary proofs and confirmations from the customers;

6. Conduct the investment product selling process upon receiving order instructions from customers;

7. Explain the investment product features, risks, fees and charges, and other sales-related information to the customer;

8. Perform suitability assessment to identify Unsuitable Products (as defined below) (which are disallowed for sale) or Mismatch Products (which require approval from management prior to execution of the order instruction);

9. Conduct other selling process as regulated by the policy and procedures and obtain the required acknowledgement and confirmations from customers during the investment product selling process to satisfy the disclosure requirements.

10. Keep updated on market trends, different investment products and services, and give input for new product development by being aware of clients’ investment needs.

BASIC FUNCTION

Assist the Head of BDO Unibank Singapore in the overall activities related to Investment Accounts for the Regulated Activities under the Securities and Futures Act (SFA) and the Financial Advisers Act (FAA) to achieve its overall objectives and targets.

DUTIES AND RESPONSIBILITIES

1. Develop and maintain client relationships to build market share and enhance client asset size over time. Achieve annual revenue targets and objectives.

2. Provide investment advisory to Private Banking clients. Formulate investment strategies aligned to clients’ objective and risk profile.

3. Initiate product idea generation as subject matter expert and keep breast of developments in the market.

4. Demonstrate an in-depth understanding of clients’ business and source of wealth generation

5. Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate

6. Ensure coverage of all relationships through client engagement, risk profiling and financial planning

7. Explain the investment product features, risks, fees and charges, and other sales-related information to the customer;

8. Perform suitability assessment to identify Unsuitable Products (which are disallowed for sale) or Mismatch Products (which require approval from management prior to execution of the order instruction);

9. Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism

10. Ensure strong controls and effective operational and administrative tasks including compliance on regulatory requirements

Job Mandate

The Client Relations Associate is primarily responsible for providing customer service relative to account opening, time deposits, client inquiries, after sales service, accurate, efficient and timely processing of over-the-counter transactions pertaining to deposits, withdrawals, payments, foreign currencies, remittances and miscellaneous transactions.

Duties & Responsibilities

1. Performs start and end of day banking activities.

2. Processes over-the-counter transactions pertaining to cash and check deposits, withdrawals, encashments, foreign currencies, remittances and other miscellaneous transactions and makes decisions up to $ 30K SGD.

3. Monitors maturities of Time Deposits and coordinates with clients for instructions.

4. Briefs, orients prospective clients on bank products and services, cross-sells bank products and provides service by actively volunteering assistance.

5. Acts as Junior Marketing Officer, organize and support marketing events, speaks with clients and as an alternate for Loans Operations and Treasury Operations and as Liaison Officer for Singapore clients and branches in the Philippines.

6. Ensures confidentiality of own password in all assigned systems and compliance to Bank’s policies and procedures, KYC and AMLA requirements, Data Privacy and Service Quality Standards of the bank.

7. Handles small projects and performs other duties assigned from time to time.

BASIC FUNCTION

Assist the Head of Securities Marketing in BDO SGB Treasury in the day-to-day overall activities related to Investment Accounts for the Regulated Activities under the Securities and Futures Act (SFA) and the Financial Advisers Act (FAA) to achieve its overall objectives and targets.

DUTIES AND RESPONSIBILITIES

1. Develop and maintain client relationships to build market share and enhance client asset size over time. Achieve annual revenue targets and objectives.

2. Provide investment advisory to Private Banking clients. Formulate investment strategies aligned to clients’ objective and risk profile.

3. Initiate product idea generation as subject matter expert and keep breast of developments in the market.

4. Demonstrate an in-depth understanding of clients’ business and source of wealth generation

5. Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate

6. Ensure coverage of all relationships through client engagement, risk profiling and financial planning

7. Explain the investment product features, risks, fees and charges, and other sales-related information to the customer;

8. Perform suitability assessment to identify Unsuitable Products (which are disallowed for sale) or Mismatch Products (which require approval from management prior to execution of the order instruction);

9. Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism

10. Ensure strong controls and effective operational and administrative tasks including compliance on regulatory requirements

BASIC FUNCTION

Assist the Head of Securities Marketing in BDO SGB Treasury in the day-to-day overall activities related to Investment Accounts for the Regulated Activities under the Securities and Futures Act (SFA) and the Financial Advisers Act (FAA) to achieve its overall objectives and targets.

DUTIES AND RESPONSIBILITIES

1. Develop and maintain client relationships to build market share and enhance client asset size over time. Achieve annual revenue targets and objectives.

2. Provide investment advisory to Private Banking clients. Formulate investment strategies aligned to clients’ objective and risk profile.

3. Initiate product idea generation as subject matter expert and keep breast of developments in the market.

4. Assist customers of the BDO SG Branch in the investment account opening application by providing necessary guidance, disclosures and explanations to them;

5. Assist in the categorization of customers (e.g. professional investors, customers with / without derivative knowledge, etc.) by obtaining the necessary documentary proofs and confirmations from the customers;

6. Conduct the investment product selling process upon receiving order instructions from customers;

7. Explain the investment product features, risks, fees and charges, and other sales-related information to the customer;

8. Perform suitability assessment to identify Unsuitable Products (which are disallowed for sale) or Mismatch Products (which require approval from management prior to execution of the order instruction);

9. Conduct other selling process as regulated by the policy and procedures and obtain the required acknowledgement and confirmations from customers during the investment product selling process to satisfy the disclosure requirements.

10. Keep updated on market trends, different investment products and services, and give input for new product development by being aware of clients’ investment needs.

Job Mandate

For Regulated Activity Business

Responsible for overseeing and supervising the daily operations of the Securities Dealing Team to meet the objective of providing accredited investors with a wide array of products after performing product due diligence and risk assessment, where required for recommended products.

Duties and Responsibilities

1. Supervises the Securities Dealer and is responsible for the day-to-day activities of the Securities Dealing Unit.

2. Provides for the best execution of capital market products requirements of accredited investors.

3. Scouts the market and recommend securities/structured note/fund products that may be offered to clients to provide them with a wider array of products that will fit their investment/trading needs.

4. Facilitates the product approval process for new products to be offered by the branch which include risk assessment, coordination and engagement of all relevant stakeholders.

5. Ensures timely execution of securities purchase and sale transactions.

6. Ensures accurate capture of all done transactions in the applicable trading platforms.

7. Conducts post launch reviews on all approved products.

8. Ensures regulated activity business is operating in accordance with applicable SFA and MAS regulations.

9. Handles queries of regulatory authorities related to the regulated activity business.

10. Facilitates the review of contracts/agreements with dealers/ brokers/ service providers necessary for the execution of client orders

11. Performs other duties assigned from time to time

Job Mandate

For Regulated Activity Business

Responsible for overseeing and supervising the daily operations of the Securities Dealing Team to meet the objective of providing accredited investors with a wide array of products after performing product due diligence and risk assessment, where required for recommended products.

Duties and Responsibilities

1. Supervises the Securities Dealer and is responsible for the day-to-day activities of the Securities Dealing Unit.

2. Provides for the best execution of capital market products requirements of accredited investors.

3. Scouts the market and recommend securities/structured note/fund products that may be offered to clients to provide them with a wider array of products that will fit their investment/trading needs.

4. Facilitates the product approval process for new products to be offered by the branch which include risk assessment, coordination and engagement of all relevant stakeholders.

5. Ensures timely execution of securities purchase and sale transactions.

6. Ensures accurate capture of all done transactions in the applicable trading platforms.

7. Conducts post launch reviews on all approved products.

8. Ensures regulated activity business is operating in accordance with applicable SFA and MAS regulations.

9. Handles queries of regulatory authorities related to the regulated activity business.

10. Facilitates the review of contracts/agreements with dealers/ brokers/ service providers necessary for the execution of client orders

11. Performs other duties assigned from time to time

BDO Singapore (BDO SG) offers investment wealth management services being offered within and outside BDO SG to the Mass Affluent customer base of the Bank. An MIS Officer is in charge of ensuring that relevant information is accessed and provided to the relevant parties.

The MIS Officer is primarily responsible for the following:

• Ensuring the accuracy, compliance, control, security, and relevance of data sourced from different investment Business Units that provide information on BDO SG's business development metrics.
• Summarizing the information gathered to show insight on the different management levels from RMs, Team Heads, Center Heads, Business Unit Heads and BDO's Management.
• Providing support to the Relationship Management Unit's day-to-day tasks through initiatives that may reduce processing time or providing sales insight for increased production.
• Ensuring that all users' feedback on the reports and data provided are addressed through resolution of functional errors and improvement in report capabilities and information.
• Safeguarding the security of data across all levels by adhering to the data management policies of the bank.

Duties and Responsibilities

A. Business Intelligence and Reporting

a. Data Structure Design and Architecture

• Design and develop enhanced data structures and increase the data quality metrics (accuracy, compliance, control, security, and relevance) for the data accessible to the Business Unit.
• Source data from Treasury, Securities, and other Investment Business Units that Account Holders are able to access.
• Keep and organize data sourced from different Investment Units for record-keeping and performance evaluation.

b. Management Reports and Insights

• Consolidate data sourced for management report purposes relating to business development metrics (Volume and Accounts)
• Produce on-time and accessible reports for the different management levels (BU Head to ManComm)
• Provide insights on the performance and changes in the metrics of the unit
• Provide reports relevant to partner Business Units for leads provided

- Summarize volume and accounts referred by the business unit

- Provide recognition for top referrers for better business unit relationship

• Enable the different sales level (RMs, SRMs, Team Heads, and Center Heads) visibility on their respective achievements on the topline metrics and other metrics defined in their KRA plans
• Provide topline metrics report to the Comptroller’s Office for budget tracking
• Provide strong reporting and analytical information support to management team for regular and ad hoc reports

B. Relationship Management Support

• Provide templates that minimize the time needed to process daily, weekly, or monthly reports
• Provide investment maturities reports for onboarded clients
• Provide equities summary reports for the RMs/SRMs to use as reference on client’s upcoming settlement dates
• Ensure the leads used and referred have complete information relevant to the RM

C. Data Structure Maintenance

• Provide immediate feedback and resolution on functional errors in the available data structures
• Consolidate responses and requests for improvements proposed for the platform for increase in capability
• Continuously evaluate existing data structures on the data quality metrics to further streamline and improve existing processes.

BASIC FUNCTION

Assist the Head of Securities Marketing in BDO SGB Treasury in the day-to-day overall activities related to Investment Accounts for the Regulated Activities under the Securities and Futures Act (SFA) and the Financial Advisers Act (FAA) to achieve its overall objectives and targets.

DUTIES AND RESPONSIBILITIES

1. Develop and maintain client relationships to build market share and enhance client asset size over time. Achieve annual revenue targets and objectives.

2. Handle client’s request and instruction directly, including trade processing and inquiries on operational issues.

3. Calls the clients to confirm the client’s orders stated in the Letter of Instruction(LOI) over a SGB recorded line.

4. Assist customers of the BDO SG Branch in the investment account opening application by providing necessary guidance, disclosures and explanations to them;

5. Assist in the categorization of customers (e.g. professional investors, customers with / without derivative knowledge, etc.) by obtaining the necessary documentary proofs and confirmations from the customers;

6. Conduct the investment product selling process upon receiving order instructions from customers;

7. Explain the investment product features, risks, fees and charges, and other sales-related information to the customer;

8. Perform suitability assessment to identify Unsuitable Products (as defined below) (which are disallowed for sale) or Mismatch Products (which require approval from management prior to execution of the order instruction);

9. Conduct other selling process as regulated by the policy and procedures and obtain the required acknowledgement and confirmations from customers during the investment product selling process to satisfy the disclosure requirements.

10. Keep updated on market trends, different investment products and services, and give input for new product development by being aware of clients’ investment needs.

The successful candidate will work in a team providing tax compliance and advisory services to a mixed portfolio of corporate and individual clients.

Responsibilities include:

• Provide tax compliance, assessment and advisory services
• Oversee the entire engagements which includes but not limited to work plan, scheduling, budgeting, staff management, etc
• Be the point of contact between tax authorities and clients in answering and resolving issues
• Develop strategies to solve complex technical challenges
• Train, coach, and supervise staff
• Be actively involved to help identify and research on tax issues

We are constantly seeking for dedicated talents to join our practice. To be part of our team, you should possess:

• Professional qualifications / Accounting degree recognised by ISCA
• Minimum 4 to 5 years of relevant experience in CPA firms
• Abreast with the latest technical and tax standards around the world
• Ability to lead and manage teams
• Good command of English with excellent written and verbal communication skills, and good interpersonal skills;
• Service-oriented and commercially focused, confident, extremely well-organised and can analyse and make things happen, and work effectively in a highly motivated environment.

Job Description

We are seeking Senior Cybersecurity Consultants to support our Cybersecurity Consulting practice. This position involves planning and executing information technology audits, client risk assessments, data privacy protection and GRC Advisory engagements for our rapidly expanding client portfolio.

Responsibilities:

• Onsite assessments, such as IM8+, MAS TRM, Cyber Hygiene notices/circulars, ISO 27001, Maturity Assessment, Data Privacy advisory, Social Engineering exercises and NIST CSF engagements
• Manage client relationships and expectations with effective communication
• Coordinate day-to-day operations with clients (i.e. schedule and lead meetings; create agendas; develop document request lists; document walkthrough narratives, control designs and tests of operating effectiveness)
• Preparation and review of draft reports
• Assist with audit quality and assurance procedures
• Utilise base knowledge of information security systems, risks and controls
• Perform other duties and assist with internal initiatives as assigned

Qualifications:

• Bachelor’s degree from an accredited university in IT, accounting, data analytics or a related field
• Four to Seven (4-7) years of experience in information security, IT audit or a related field preferred
• Focused experience with ISO 27001/MAS TRM/SOC/IM8/NIST preferred
• Ideally, working knowledge and technical experience with Windows OS, Linux, AWS, GCP, Azure, and SQL Server
• Understanding of TCP/IP, common networking ports and protocols, traffic flow, system administration, OSI model, defense-in-depth and common security elements
• Familiarity with tools, such as GSuite, Trello, Slack, Discord
• Excellent interpersonal, written and verbal communication skills
• Exemplary time-management skills with the ability to juggle multiple projects and priorities
• Self-starter with a solution-oriented mindset and the ability to thrive in a fast-paced environment, at times with well-defined goals, but limited formal procedures/structure
• Must be a team player, passionate about the BDO mission, and have an innovative mindset
• Working toward or already have certifications, such as CISA, CISSP, CISM, CRISC, CDPSE, CIPM, CIPT, CSX-F, PCI QSA, and others related to information security and audit

Be part of a growing practice in the world's 5th largest consulting firm! We provide consulting and advisory services related to and not limited to financial health screening, data analysis, HR and Payroll, and assist family business to revamp/transform.

You are required to:

• Lead team to conduct primary and secondary search, do data compilation and analysis together with the consultants.
• Brainstorm and source for marketing ideas, involve in development of marketing strategies and plans, implement marketing activities
• Support in project operations and management including liaising with the relevant stakeholders and partners.
• Coach and mentor team members including on the job training and timely performance review.

We are constantly seeking for dedicated talents to join our practice. To be part of our team, you should possess:

• Minimum degree in Marketing, Business, Management or equivalent
• Minimum 6 years experience in Brand consultancy or equivalent
• Excellent verbal and written communication skills are essential
• Able to multi-task and have a strong capability to meet deadlines and client expectations
• Possess excellent analytical skills, strong attention to detail and able to work with minimal supervision
• Must be a collaborative team player, who takes initiative and possesses flexibility
• Proficient in MS office
• Outspoken with excellent communication and interpersonal skill
• Service-oriented and commercially focused, confident, extremely well-organised and can analyse and make things happen, and work effectively in a highly motivated environment.

Responsibilities:

• Liaise closely with the respective HR personnel, outsourcing Payroll Company to meet payroll deadlines & ensure timely salary payments.
• Perform the full spectrum of monthly payroll for clients.
• Timely and accurate payroll processing, submission of CPF and statutory contribution, annual year-end tax filing, etc.
• Process Form IR21, NS claims and government claims in a timely manner
• Prepare monthly reports, billings and claim documents.

Requirements:

• Diploma, Degree in Accountancy, Finance or Business Administration with at least 1 year of relevant payroll operational experience for Senior position
• Excellent communication and interpersonal skills
• Attentive to details, organized and customer oriented
• Proficiency in both written and spoken English.
• Well verse in a second language will be an added advantage.