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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.
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.
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Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.
Responsbilities:
Requirements:
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Our client is a global and established Multinational Company, who is seeking to recruit a Indoor Relationship Manager (Telemarketing). This position is based in Singapore.
Indoor Relationship Manager (Telemarketing)
You will be responsible for generating new sales leads, quantifying and qualifying these sales leads utilizing globally agreed selection criteria before assigning the lead to a sales channel. You will also manage and coordinate Multi Channel Customers that do not currently have sufficient volume to warrant a phone call or field visit and to re-qualify and to endeavor to move as many of these accounts to Telesales or Field sales by assessing potential business growth through qualifying questions and direct marketing responses.
Responsibilities
· Qualify all internal and external lead sources in order to pass leads to the appropriate sales channel
· Quantify express revenue potential and validate customer information and needs (segment) through using the globally agreed selection criteria to produce quality leads and accounts to ensure company achieves its overall sales/revenue objectives and targets
· Raise relevant paperwork for the main customer database ensuring customer information is available throughout the organization
· Maximize all opportunities to secure new business by providing account facilities to customers through the leads qualification process
· Adhere to regional standards and agreed procedures/processes
· Update all activities in Sales Reporting Tool in a timely manner
· Contact companies and individuals currently not holding an account and confirm customer details and identify traffic profiles thereby assessing quantity and quality of future business
Requirements
· Diploma or equivalent
· Minimum 3 years of proven sales experience in telemarketing or customer service
· Sales and results-oriented, pro- active and possess a positive work attitude
· Ability to multi-task, and work under pressure and tight deadlines
· Demonstrate good spoken and written communication skills
· Proficient in Microsoft Excel and Word and IT savvy
JJ Consulting Services
EA Licence No.: 12C6207
Applicants are invited to send in a MS Word resume to jobs@jjconsulting.com.sg stating position applying for/present/expected salaries and earliest available date.
We thank all applicants in advance and regret that only short listed candidates will be notified.
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Who we’re looking for at SCAL
We offer an alternative to the traditional private banking model. At Schroders Wealth Management, we offer an investment-led wealth management service that applies independent and tailored client advice across a multi-custodial and open architecture platform. This approach is supported by the institutional buy-side investment expertise of the Schroders group and enhances our position in working alongside clients as their trusted advisers.
We want someone who can work alongside our Senior Relationship Managers, with the desire and curiosity to learn their job as well as your own. Someone who is passionate about delivering excellent client service and investment management for our clients.
We want someone who can work as a part of a team, potentially managing reports and someone who enjoys prospecting for new business. You'll be busy, hands-on and can-do.
Key Responsibilities:
- Work with Relationship Managers to manage clients' portfolios in line with their investment wishes, our rules and the regulations whilst developing relationships of trust
-Full understand the client's inter-family relationships, individual circumstances, long-term objectives, risk profile, mandates, restrictions and future needs
- Carry out trades in client portfolios in line with instructions and investment recommendations
- Prepare for and attend client meetings; write comprehensive meeting notes; and, respond to actions arising efficiently and accurately
-Take part in external fund manager meetings and internal investment meetings across Schroders to share information and insights on market knowledge
- Enable the client to make informed financial decisions by providing clear, relevant and timely information
- Report to the clients in a timely and professional manner
- Undertake regular review of the work of allocated to Relationship Management Assistant/ Client Service Executive to ensure that
- Actively market and develop profitable new client relationships both internally and externally
- Identify and convert new business opportunities in order to achieve your personal New Business target
- Develop an understanding of the full range of services offered by the business
- Contribute to business development including preparing investment proposals
- Close collaboration across all functional areas to facilitate efficient operation of accounts, resolve client issues and develop a position of trust with clients
- Maintain and update your knowledge through continual professional development (CPD)
- Manage and train RMAs/CSEs on the team where applicable
- Represent the Schroders brand and values in the market
The knowledge, experience and qualifications you need
- Minimum 3 years of experience in private wealth management
- Recognized university degree and CACS certification
- Experience with structures used by private clients for asset protection, tax efficiency and estate planning
- Experience in investing and administering assets in public and private markets
- Disciplined, with deep understanding of Compliance and Regulatory framework of the industry
- Strong relationship management and sales skills
- CFA charter-holder a plus
What you'll be like
- Driven, client-oriented with strong business acumen
- Proficient, proactive whilst collaborative
- A really good communicator – great at listening, being clear and giving reassurance
- A good number cruncher
- Self-motivated and enthusiastic
- Good at working in a team, and with other teams
- You’ll have real attention to detail
- Able to work under pressure and to tight deadlines
- Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcome
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Job Responsibilities
- Assist the relationship managers of the MNC section as credit analyst in promoting business to subsidiaries of Asian multinational corporations, manage client accounts, and contribute to the profit goals and other business.
- Provide support to relationship managers in maximizing profits from Asian multinational clients for Mizuho Singapore and regional branches in Asia & Oceania and achieving profit goals.
- Support relationship managers in marketing to Asian multinational clients and originating domestic and regional business.
- Fulfill the necessary requirements for internal and external reporting, due diligence and other matters related to client accounts.
- Cooperate with relationship managers to execute credit transactions, and maintain credit portfolio with necessary research on clients, relevant industries and markets.
- Communicate with middle/back offices and other business partners to resolve issues and work to find solutions in consultation with relationship managers and section head.
Job Requirements
- A Bachelor degree with 3 - 5 years of relevant experience in a corporate banking environment in relationship management support role
- Good interpersonal skills and self-motivated
- Display a good understanding of Asia markets, culture and business practices.
- Demonstrate good track record of excellent customer relationship management across corporate, multinational organizations.
- Fresh Grads with a keen interest in becoming an RM are welcome to apply
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Job Description:
· In partnership with Relationship Managers to develop the portfolio by prospecting new clients and offering suitable corporate banking services to the existing clients
· Produce quality credit analysis report for syndication and Bilateral loan clients
· Produce regular post-drawdown Credit Review
· Perform KYC before drawdown and post-drawdown review
· Prepare periodic reports to the Branch and Head Office
· Liaise with customers on account opening, deposit taking, and general transaction process
· Handle customers’ inquiries, liaise and develop businesses with overseas branches and inter-departments
· Liaise with Peer Bank to seek for business opportunity
· Any other duties assigned.
Requirements:
· Bachelor or Master degree in Banking/ Finance/ Accounting/ Economic that is recognised in locally
· Knowledge for basic financial statement analysis is required if there is no related experience in Corporate Finance
· At least 1 year of corporate finance related experience is a plus
· Newly graduate candidates with relevant banking experience are welcome.
· Excellent communication and interpersonal skills. Bilingual (Mandarin and English) candidate is preferred as successful candidate is required to prepare email correspondence and periodic reports in different languages for overseas branches and HQ in Taiwan
· A team player, proactive and analytical
· Resourceful, results-oriented and sales driven with strong business development acumen
· Competent in engaging and managing internal and external clients
Official account of Jobstore.
The Role Responsibilities
Job Purpose
· Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment
Implementation and oversight of the below individual responsibilities:
· To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
· To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
· In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
· To participate in marketing and promotional activities for customer acquisition.
· To source and call on individual prospects
· To provide quality, efficient after-sales services
· To manage anti-attrition and retention of clients
· To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
· To solicit referrals from other parts of SCB eg. RMs from C&I, staff, etc.
· To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
· To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
Key Measurables
· Agreed individual sales target
· Agreed service standards to customers
· Operation control and sales compliance
Strategy
· Awareness and understanding of the Group’s business strategy and sales model appropriate to the RM role.
Business
· Awareness and understanding of the wider business, economic and market environment in which the Group operates
Processes
· Responsible for executing sales targets.
People & Talent
· Set appropriate tone and expectations from their team and work in collaboration with clients and internal stakeholders such as SCB China RMs, 3rd party referral channels and Operations Team.
Risk Management
· The ability to stay compliance to the regulated role govern by MAS
Governance
· Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role.
Regulatory & Business Conduct
· Display exemplary conduct and live by the Group’s Values and Code of Conduct.
· Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
· Lead the Singapore CPBB International Banking Team to achieve the outcomes set out in the Bank’s Conduct Principles. Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.
· Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key stakeholders
· Treasury, Investment and Insurance Specialists, SCB China RMs.
Other Responsibilities
· Embed Here for good and Group’s brand and values in Singapore CPBB International Banking Team; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)
Our Ideal Candidate
· Understands the core concepts, principles, processes or procedures of Wealth Management and Banking
· CMFAS Exams
· Experience in Managing North Asia Market
· Good understanding and command of Mandarin as the incumbent will be supporting Chinese market
· 5 years of experience in Banking.
· Finance related fields studies relating to financial planning, portfolio reviews, asset allocations.
Role Specific Technical Competencies
· Agreed individual sales target
· Agreed service standards to customers
· Operation control and sales compliance
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we:
· Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
· Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
· Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
· Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations
· Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum
· Flexible working options based around home and office locations, with flexible working patterns
· Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
· A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
· Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.
Visit our careers website www.sc.com/careers
Official account of Jobstore.
Our client is a reputable global bank that offers a wide range of banking products and services to its individual and corporate clients.
about the job
skills and experience required
*We regret to inform you that only shortlisted applicants will be notified*
To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / reenie.ng@adecco.com for a confidential discussion.
EA: 91C2918 | R2198716
Official account of Jobstore.
Job Description
Job Requirement
Official account of Jobstore.
The Role Responsibilities
Job Purpose
· Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment
Implementation and oversight of the below individual responsibilities:
· To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
· To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
· In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
· To participate in marketing and promotional activities for customer acquisition.
· To source and call on individual prospects
· To provide quality, efficient after-sales services
· To manage anti-attrition and retention of clients
· To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
· To solicit referrals from other parts of SCB eg. RMs from C&I, staff, etc.
· To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
· To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
Key Measurables
· Agreed individual sales target
· Agreed service standards to customers
· Operation control and sales compliance
Strategy
· Awareness and understanding of the Group’s business strategy and sales model appropriate to the RM role.
Business
· Awareness and understanding of the wider business, economic and market environment in which the Group operates
Processes
· Responsible for executing sales targets.
People & Talent
· Set appropriate tone and expectations from their team and work in collaboration with clients and internal stakeholders such as SCB China RMs, 3rd party referral channels and Operations Team.
Risk Management
· The ability to stay compliance to the regulated role govern by MAS
Governance
· Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role.
Regulatory & Business Conduct
· Display exemplary conduct and live by the Group’s Values and Code of Conduct.
· Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
· Lead the Singapore CPBB International Banking Team to achieve the outcomes set out in the Bank’s Conduct Principles. Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.
· Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key stakeholders
· Treasury, Investment and Insurance Specialists, SCB China RMs.
Other Responsibilities
· Embed Here for good and Group’s brand and values in Singapore CPBB International Banking Team; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)
Our Ideal Candidate
· Understands the core concepts, principles, processes or procedures of Wealth Management and Banking
· CMFAS Exams
· Experience in Managing North Asia Market
· Good understanding and command of Mandarin as the incumbent will be supporting Chinese market
· 5 years of experience in Banking.
· Finance related fields studies relating to financial planning, portfolio reviews, asset allocations.
Role Specific Technical Competencies
· Agreed individual sales target
· Agreed service standards to customers
· Operation control and sales compliance
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we:
· Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
· Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
· Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
· Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations
· Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum
· Flexible working options based around home and office locations, with flexible working patterns
· Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
· A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
· Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.
Visit our careers website www.sc.com/careers
Official account of Jobstore.
If you're interested and passionate about working as part of a team who cares about making a difference whilst providing exceptional services to clients and candidates, then join our Medacs Global Group family which contains brands such as Medacs Healthcare, Global Medics and Litmus Solutions.
Litmus Workforce Solutions is a provider of flexible staffing solutions that empower NHS Trusts, Health Boards, and other healthcare providers to optimise their workforces. With operations across the United Kingdom and Ireland, we work in close partnership with our clients to deliver successful staffing solutions, designed to maximise resources, minimise costs and optimise the efficient delivery of patient care.
Medacs is recruiting for a Client Relationship Manager to join the Litmus workforce Solutions team in Glasgow, Scotland.
You will be managing the supply of candidates (Doctors) through the Managed Service with regular contact and relationship building with the Health Board client base and suppliers whilst directly managing a team of Workforce Solution Consultants and travelling to client sites in West Scotland and our offices in Glasgow.
Here's some of the key responsibilities:
When joining MGG you will have access to a range of benefits that we have on offer:
ABOUT YOU - Ideally you will understand the healthcare and recruitment sector markets, have previous experience running multi-channel accounts, liaising with Senior Stakeholders, people management and be comfortable with complex data analysis and presentation with the ability to travel between client sites.
ABOUT US - We provide a range of services including staffing, managed services, staff bank, occupational health, workforce consulting through our specialist brands; Medacs Healthcare, Global Medics and Litmus Workforce Solutions.
MGG have operations across the United Kingdom, Ireland, Middle East, India, Australia, and New Zealand.
The MGG family is welcoming, innovative, and empowering. Some of our staff have been with MGG for over 20 years who have a wealth of knowledge and experience to share with those who are new to the healthcare recruitment sector. We believe that if we treat our own people well, our clients and candidates will receive the best possible service from our people.
We are proud to be a Disability Confident Employer. Therefore, we strongly encourage applications from candidates with a disability and commit to interview these candidates if their application meets the minimum criteria for the role - just tell us when applying.
To ensure you have the best experience with us, please let us know if we can make any adjustments to our application or interview process and feel free to note in your application which pronouns you use.
To ensure you have the best experience with us, please let us know if we can make any adjustments to our application or interview process and feel free to note in your application which pronouns you use.
We consider ourselves to be an equitable employer which celebrates diversity and encourages inclusion. Our ongoing commitments to Equality, Equity, Diversity and Inclusion means we recognise candidates may want to anonymise their CV during the application process, if you wish to do this, you are welcome to do so.
RSS Global is a portfolio of brands specialising in staffing and workforce solutions in the UK, Ireland and Asia Pacific. Our brands include Blue Arrow, Career Teachers, Chadwick Nott, Global Medics, Litmus, Medacs Healthcare and Tate.
Please see our privacy notice and note all data processing will be in line with our privacy notice that you can view by clicking here https://www.rssglobal.com/privacy-policy/
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Requirements
Interested candidates please email resume in MS Word format to recruit@waterstone.com.sg
Please state your last drawn and expected package, relevant skill sets and the position you are applying for.
Resumes collected will be kept in strict confidence and used for recruitment purposes only.
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Join us today!
Basic salary + monthly incentives+ allowances+performance bonus!
Key Responsibilities
Requirements
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Job Description:
Requirements:
Official account of Jobstore.
Our client, a leading bank in Asia, is looking to hire Relationship Managers to join their retail banking division.
about the job
As a Relationship Manager, you will responsible for:
Joining our client means gaining access to extensive training and development programs. Regardless of your previous experience, you will receive comprehensive support to excel in your role. This exceptional opportunity allows you to launch your career in the banking industry and pave the way for future growth and success.
skills and experience required
To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / reenie.ng@adecco.com for a confidential discussion.
EA: 91C2918 | R2198716
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