Total 1,167 Sourcing Specialist job vacancies in Finance / Banking / Insurance category in The United States of America

Job Highlights

• Attractive Sales Bonus
• Multiple Sales Contest
• Good learning in skills and knowledge
  
  

 

Job Responsibilities:

• To build good relationship with real estate agents/negotiators/agencies, developers and bankers to expand the business.
• To conduct frequent meeting or discussion with real estate agents/negotiators to generate new ideas and resolve problems.
• To meet sales targets.
• Organize, develop and execute marketing activities.
• Sales follow-up via email and call from time-to-time.
• Perform ad-hoc tasks assigned by management.

 

Job Requirements:

• Candidate must possess at least Diploma/Advanced/Higher/Graduate Diploma in
• Business Studies/Administration/Management, Finance/Accountancy/Banking,
• Marketing or equivalent.
• Required language(s): Bahasa Malaysia, English, Mandarin (Candidates who are fluent in Mandarin is preferred as the role requires dealing with Mandarin speaking clients).
• At least 1 Year(s) of working experience in the related field is required for this position.
• Required Skill(s): Marketing skill, Selling skill, Leadership, Team Work
• Preferably Senior Executive specialized in Banking/Finance, Marketing/Business Development or equivalent.

Perks & Benefits

• Commission and bonus
• Company trips

工作亮點

• 有吸引力的銷售獎金
• 多項銷售競賽
• 良好的技能和知識學習
  
  

工作職責：

• 與房地產經紀人/談判者/機構、開發商和銀行家建立良好的關係以擴大業務。
• 與房地產經紀人/談判人員經常舉行會議或討論，以產生新想法並解決問題。
• 以達到銷售目標。
• 組織、開發和執行行銷活動。
• 透過電子郵件和電話進行銷售跟進。
• 執行管理層指派的臨時任務。

工作要求：

• 候選人必須至少擁有以下領域的文憑/高級/高級/研究生文憑
• 商業研究/行政/管理，金融/會計/銀行，
• 行銷或同等學歷。
• 所需語言：馬來語、英語、華語（優先考慮能說流利華語的候選人，因為該職位需要與說華語的客戶打交道）。
• 該職位需要至少 1 年相關領域的工作經驗。
• 所需技能：行銷技能、銷售技能、領導力、團隊合作
• 最好是銀行/金融、行銷/業務開發或同等專業的高階主管。

津貼和福利

• 佣金和獎金
• 公司旅行

Who are Diligenta?

Diligenta's vision is to be acknowledged as best in-class platform-based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do and our aim is to transform our clients' operations. A business that has been described as 'home' by existing employees, we drive a culture that is founded on positive change and development.

The Opportunity

Due to continuous company growth and expansion, we are now looking for several Finance Change Specialists to join our Finance Change Centre of Excellence department. This role is within the Finance Development function which is a dedicated pool of Senior Finance Business Analysts, Finance Business Analysts, Finance Change Specialists, Finance Change Analysts and Finance Change Technicians, who are responsible for the successful and timely completion of all the deliverables for Mutual Funds (including all testing) within the Finance Workstream plans. These will include requirements specification, validation and approval; CR specification, validation and approval; issue resolution and supporting business readiness and implementation activities.

You'll be:

• Acting as Finance SME and ensuring current finance systems and processes are properly understood and documented during the requirements gathering phase of all programmes.
• Supporting the investigation and documentation of process details and definition of precise BaNCS requirements.
• Delivering defined tasks within the various Mutual funds Programme/Change Plans on-time and to appropriate quality with limited support.
• Supporting Model Office Testing and BAT testing ensuring finance processes are working as the user would expect.
• Documenting finance procedures and supporting the delivery of training for any new or amended finance processes.

You should apply if you:

• Have experience working within a Finance Operations / Financial Reconciliations role
• Have a good level of exposure to CASS
• Can display excellent communication skills and can show confidence in delivering training
• Can work well independently and remotely, with flexibility to travel to the office based on business needs
• Have a good level of knowledge of financial services (in particular Mutual funds) processes and regulations

The Perks

• 25 days holidays + 8 bank holidays
• Discretionary annual bonus
• Company pension scheme membership
• Gain professional accreditation on completion at no extra cost through our bespoke 24/7 professionally accredited online learning and development tools
• Access to our Confidential Helpline is available to be used by you and your family
• Develop your career through a wider global organisation of the TCS family

Join a Prestigious Global Bank Committed to Community Impact

Step into a rewarding career with a renowned international bank dedicated to driving global growth and prosperity. Our client commitment spans diverse regions, serving communities and businesses with unwavering excellence and social responsibility. The core values center on equality, inclusion, and excellence, ensuring a workplace where everyone thrives.

As a Banking Relationship Specialist, you'll play a pivotal role in the dynamic team, fueled by passion for maximizing new business opportunities and nurturing existing customer relationships. We uphold integrity, collaboration, and innovation as pillars for individual and team success.

Key Responsibilities:

• Conduct professional financial analysis and profiling sessions to understand and address customer needs and objectives.
• Cultivate and maintain strong customer relationships through regular updates on financial products and market trends.
• Develop monthly plans to meet sales targets and drive new business acquisitions.
• Participate in marketing and promotional activities to attract prospective clients.
• Source and engage individual prospects to expand our client base.
• Provide efficient after-sales services and oversee client retention efforts.
• Organize and deliver compelling sales presentations to various organizations.
• Collaborate with cross-functional teams to leverage referrals and capitalize on business opportunities.
• Ensure strict compliance with all relevant regulations and anti-money laundering procedures.

Skills and Experience Required:

• Tertiary education and relevant CMFAS papers.
• Prior experience is advantageous but not required; candidates with up to 1 year of relevant experience are encouraged to apply.
• Excellent communication and interpersonal skills.

Become part of a team dedicated to making a positive impact on clients and communities while advancing your career in finance. Seize this opportunity to contribute to meaningful change. Apply now and unlock your potential.

(EA: 94C3609/ R23114633)

About the Client

The Client is a prestigious global bank and they are seeking individuals who are enthusiastic about the investment market to join their team of investment advisers to bring greater value to their clients.

About the job

• Work closely with relationship managers to understand clients investment needs & preferences and risk appetite, thereafter, providing sound recommendations and advisory.
• An ideal candidate should have a strong understanding of investment products such as UTs, Bonds, Equities & structured products.
• Keep up with market trends & news and provide timely updates to the relationship managers & clients.
• Work together with the team and contribute to the production of collaterals for internal and external stakeholders.
• Adhere to all company policies & regulations.

Skills and experience required

1. Minimum 5 years of relevant banking sales experience
2. Good communication & interpersonal skills
3. Good understanding of financial markets & investment instruments

If you're interested in the above role, click on the 'apply' function now! Alternatively, you can contact Claudia at claudiaw@morganmckinley.com or 68183141 for a confidential discussion.

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 Licence No : 11C5502 | Registration No : R2199597

about the job

• Conduct financial needs analysis to understand customers' financial goals
• Provide financial product advisory to bank clients according to their needs
• Adhere to compliance and regulatory standards
• Engage in networking and marketing campaigns organised by the firm

skills and experience required

• Minimum Diploma required
• Minimum 1 year of wealth management / insurance sales
• Good effective communication skills

If you are interested in the role, click on the 'apply' function now! Alternatively, you may contact Claudia at 68183141 or claudiaw@morganmckinley.com for more information.

EA Licence No: 11C5502 | EAP Registration No: R2199597

17th April, 2024
WHO ARE WE? Guma Warnii Resources is a Privately Owned Recruitment Agency, servicing Tier 1 Clients across the Mining Industry in WA. We have grown rapidly, and feel that our Labour team of 180 strong employees represent our family, all working together as one. When you join us, you are not just a number, but a crucial member and we rely on you to represent us and our organisation with pride. ABOUT THE ROLE: Our Client, a Tier 1 Iron Ore Producer based in the Pilbara, is seeking an experienced Water Specialist Engineer to work closely with Principal Managers on rolling out multiple Water Storage projects across the business.  Working within a team and driving environmental change; this role will have a Project orientation. This is a role for someone who has a strong interest in water conservation, loves to manage projects while using their
... Click here to view more detail / apply for Water Banking Delivery Specialist

We are looking for new team members to join the Indigenous Customer Assistance Line (ICAL).
ICAL is open from AEST 9am - 8pm Monday - Friday and 8am - 2pm on Saturday. Your shifts can be any time within those hours

This role is working from home with one day a fortnight in an office.  

The role is available in all states

We are open during Public Holidays. We will have our team work those days on a rotating basis.

About the team
Our Indigenous Customer Assistance Line (ICAL) is the first of its type for banking in Australia. Our team was developed to provide a relevant banking service for our remote Indigenous customers in Far North QLD and surrounding islands, NT, WA & far North SA to assist them with managing their money.

ICAL is run by a dedicated team that can respond to specific needs of our ... Click here to view more detail / apply for Indigenous Banking Specialist

How will you make an impact?
Are you passionate about making a positive impact to our members dignified retirement?
As an Investment Valuations Specialist, you'll play a crucial role in safeguarding the accuracy and reliability of asset valuations within Hostplus. Your expertise will directly contribute to the confidence our members have in their retirement investments, ensuring they receive the returns they deserve. 
The opportunity
Join us in the heart of investment operations, where you'll collaborate with top-tier teams to administer and analyze our investment portfolio. As part of our Investment Operations and Implementation department, you'll have the chance to implement and refine valuation governance frameworks, ensuring compliance with regulatory standards. This role offers a unique opportunity to make a tangible impact on the financial well-being of our members. 
About you
We're seeking a detail-oriented individual with a deep understanding of valuation principles and ... Click here to view more detail / apply for Investment Valuations Specialist

The global Square Risk team works to protect Square, Square sellers, and enable safe growth across our ecosystem. We are looking for a Credit Risk Specialist to join Square's Risk team to help manage credit risk for sellers processing on Square. Working with a Credit Risk Analyst, you will understand credit and financial analysis, and have a desire to apply those skills in innovative ways to help Square increase annual processing volume while controlling loss related to chargebacks. You will work with USA-based Credit Risk team members and report to the Lead, APAC Risk Operations and Policy (based in Melbourne). This role can be located anywhere on the East Coast of Australia, and can work from home or in our Melbourne office.

You will conduct reviews of our sellers, assessing credit risk associated with processing activity, and taking appropriate action following risk policies and adhering to internal and seller-facing service-level agreements. Curious to learn, you will gather insights, identify areas for improvement, and contribute to key initiatives to push our team forward. You will have a seller-first mentality, ensuring we live up to our purpose of Economic Empowerment, even if it isn't always the easiest course of action.

You will:

• Perform reviews of high-risk seller accounts and take action in line with Square's risk policies
• Analyse risks associated with different seller business models and card processing patterns
• Collect and review appropriate documentation necessary to assess and mitigate risk
• Document decisions and rationale following our underwriting guidelines
• Communicate with sellers by phone and email, including investigative-level conversations
• Work with internal partners including Fraud and Compliance, and multiple levels of management
• Help identify process improvements and contribute to Credit Risk projects and initiatives

We are actively seeking top-tier talent capable of bringing expertise as #SafetySpecialist for our client, a leading Software Development company which a trusted community marketplace in the industry.

Responsibilities:

• Understand and integrate core tasks by building rapport with community members and stakeholders.
• Identify and de-escalate crisis situations while managing emotions effectively.
• Implement policies to safeguard community interests and collaborate on policy refinement.
• Handle cases involving safety concerns using trauma-informed approaches.
• Execute emergency plans and communicate them sensitively.
• Summarize incidents, coordinate with support teams, and maintain confidentiality.
• Maintain flexibility in scheduling to meet operational needs.

Qualifications:

• University degree or equivalent
• At Least 3+ years of relevant experience in Customer Service, Safety & Escalation or related fields.
• Background in advocacy, crisis management, or similar roles preferred.
• Strong organizational skills and adaptability to new technologies.
• Excellent communication and interpersonal skills.
• Ability to handle pressure, make quick decisions, and prioritize tasks effectively.
• Proficiency in both English and Mandarin language as this role will be covering the GCR region.
• Open to contract roles for 12 months - renewable!
• Amenable to PM shift likely 1 PM to 10 PM or 2 to 11 PM, 5 days a week includes 1 weekend (ie. Tue to Sat/ Sun to Thur)

Interested candidates may apply through the application system or send it to sg-rscontracting@morganmckinley.com. Shortlisted candidates will be notified.

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to Morgan Mckinley Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.morganmckinley.com/sg/privacy-policy. You acknowledge that you have read, understood, and agree with the Privacy Policy.

Morgan McKinley Pte Ltd

Koh Boon Sien

EA Licence No: 11C5502

EA Registration No. R1110345

About us Healius Limited is one of Australia's leading healthcare companies and is synonymous with quality, affordable and accessible healthcare for all Australians. We have an expansive network of pathology laboratories, collection centres and diagnostic imaging centres. Through this footprint and its 10,500 people, Healius provides specialty diagnostic services to consumers and their referring practitioners.   An opportunity is currently available for an experienced Insurance and Risk Specialist to join our Sydney team.   Responsibilities:

Assist in managing the overall group insurance program
Managing the annual insurance program renewal
Reporting to the Board, Audit Committee and Risk Committee (as appropriate)
Prepare insurance notifications to be submitted to insurance brokers
Ongoing management of Insurance claims and notification.
Provide responsive support to business units on day to day basis on insurance related queries.
Manage the Groups Medical

... Click here to view more detail / apply for Insurance & Risk Specialist

The senior claim specialist plays a pivotal role in managing own damage motor claim. The incumbent will oversee and manage the entire process of own damage claims within the motor claims function.

Key Responsibilities

• Strategy and planning: Develop and implement strategic plans and processes to optimize the efficiency and accuracy of own damage claim handling.
• Technical expert: Act as a subject matter expert, providing guidance and technical expertise on complex claim cases.
• Claims management: Maintain a healthy loss ratio by effectively managing claims cases’.
• Documentation and reporting: Conduct regular reviews and analysis of claim trends and performance metrics, identifying areas for improvements and implementing corrective actions.
• Negotiation and settlement: Serve as a point of contact for escalated claim issues, working to resolve disputes and negotiate settlements effectively.
• Communication and coordination: Collaborate with external stakeholders including customers, distributors, repair workshops and assessors to facilitate smooth and fair claim settlements. Collaborate with internal stakeholders including product, underwriting and distribution stakeholders to ensure alignment of coverage, policy intent and wordings.
• Continuous improvement: Enhance claim handling procedures and contribute to the continuous improvement of claims management protocols by staying updated with industry trends, legal changes, and best practices.
• Customer experience: Maintain good Turn-Around-Time and claims service level standards to ensure that customers’ claims experience is met.

Qualifications and skills

• Recognized degree or diploma
• Minimum 10 years of experience in Motor claims handling with a focus on own damage claims within the Singapore insurance market
• Good knowledge of MS Office software and any other technology applications
• Strong knowledge of motor insurance policies, regulations, and industry practices in Singapore
• Excellent analytical, negotiation, and communication skills
• Meticulous, problem solver and organized
• Open-minded, proactive, receptive to new ideas and cope well with changes and pressure

15th April, 2024 Haylo People is a specialist recruitment agency supporting the Personal Injury and Insurance industry. We are exclusively partnered with a Specialist Insurer to join their commercial liability team.    Join a third-party claims management company and work closely with a team of legally qualified professionals. You will use your extensive experience in personal injury and liability within this space to support large corporate organisation through the claims process and manage the claims including, mediation, facilitation, and negotiations.    The Role: Process and manage professional standards claims within approved financial limits Provide specialised technical advice and support to internal and external clients Deliver clear and timely written and verbal communications to clients, including updates on claim strategies Represent the insurer and clients in mediations, conferences, and negotiations Provide specific instructions to solicitors, investigators, and barristers within financial authority limits Your Background: Legal qualification with demonstrated experience in defendant Liability litigation - highly regarded.…

Click here to view more detail / apply for Liability Claims Specialist

Treasury Assistant

Wood Mackenzie is looking for an experienced Treasury Assistant with excellent problem solving and analytical skills to manage and maintain global and multi-currency bank accounts. This role will sit within our Wood Mackenzie business in Singapore and is integral to the Global Treasury Team providing technical support to internal stakeholders at Wood Mackenzie and maintaining collaborative relationships with external parties.

The person that fills this role must be a self-starter with a strong work ethic, energized by a challenge, and passionate about delivering a first-class service to our business.

Role Purpose

The Treasury Assistant will be a valuable member of a global treasury team reporting to a Assistant Treasury Manager based in Singapore. The main responsibilities of the Treasury assistant would include, although will not be limited to, a diverse range of tasks with the aim of managing and maintaining global and multi-currency bank accounts owned by Wood Mackenzie.

Main Responsibilities

• Maintain cash book daily and assist in the reporting and distribution of various reports to various teams and departments within the Asia Pacific region.
• Support daily activities on the global internal treasury system (Daily data feeds are complete, as well as validate the integrity of the data)
• Responsible for initiating all payment instructions (Salary, taxes, etc) on the banking portal. Resolve any issues with the payments in a timely manner.
• Be familiar with all currency restrictions and individual country banking regulations.
• Liaise with the banks. Address all account related matters.
• Liaising and support other departments and team members within the
• Support a senior member of staff with any tasks related to the onboarding of a newly acquired business.
• Assist with various bank account management tasks (Submission of relevant bank forms, comply with KYC requirements, and other account administration tasks).
• Multi-currency cash forecasting
• Input and validate journals into Oracle on a timely manner.
• Complete all bank account reconciliations on a monthly basis with no long outstanding items in the reconciling items.
• Do monthly forex reasonableness checks on all transactions posted in Oracle.
• Other ad hoc tasks, projects and programs within the Treasury Department.

Knowledge & Experience

• Excellent organizational, planning, problem solving and analytical skills with solid attention to details
• First-class communication skills in English and Mandarin, both verbal and written. Basic understanding of Malay, Japanese or Cantonese is an advantage.
• Proven work experience of performing a similar role
• One to two years of work experience in audit is preferred. Not a must.
• Ability to work independently as well as in a team.
• Knowledge of Oracle is an advantage