34 Portfolio Banking & financial services jobs found

about the companyOur client is seeking a dynamic Assistant Relationship Manager (ARM) to join a specialised Fund Finance team at a leading regional bank. This role focuses on the high-growth fund finance sector, providing essential support to senior bankers in managing and expanding a portfolio of financial sponsor clients.about the jobCredit Analysis: Conducting in-depth credit analysis and preparing comprehensive credit proposals for new and existing fun

Happy to speak to individuals who comes from outside the banking industry! CMFAS certificates will be paid forSupportive environment with mentoring and training provided. This is a sales position within a bank - 5.5 days (branch hours) about the jobThis is a branch client facing sales position where you will be focusing on the following: Engage, prospect and account management of a portfolio clients across insurance and investment portfolio.skills and expe

about the companyA leading regional bank with a strong presence in the Asian Pacific Region. Our client is looking for an experienced credit analyst for its corporate banking portfolio.about the jobCollaborating and supporting relationship managers in client interactionsTo assess and underwrite credit proposals, ensuring compliance to regulatory and the Bank’s requirementsFollowing up on monitoring of the portfolio and the credit process and performing loa

about the companyOur client is seeking a dynamic Assistant Relationship Manager (ARM) to join a specialised Fund Finance team at a leading regional bank. This role focuses on the high-growth fund finance sector, providing essential support to senior bankers in managing and expanding a portfolio of financial sponsor clients.about the jobCredit Analysis: Conducting in-depth credit analysis and preparing comprehensive credit proposals for new and existing fun

about the companyA regional bank with global offices and a strong presence, serving large corporate clients in the APAC market.about the jobManage end to end process handling regional large clients in corporate loans & trade facilities, involved in origination, structuring, credit, execution etcPrepare credit applications, perform annual reviews and credit/portfolio monitoring, staying compliant to regulations and bank policiesAttending to CDD/ KYC matters

about the companyOur client is an established regional corporate bank. They are seeking a dedicated ARM to support the daily banking operations for the Real Estate portfolio.about the jobOperational Support: Collaborate closely with Relationship Managers and administrative staff to handle daily operational needs for customersCompliance and Documentation: Assist in the review of KYC, AML, CDD, and documentationCredit and Portfolio Management: Support Relati

about the companyA reputable international foreign bank that offers corporate banking products to its corporate clients. They have a vacancy for a 6-month contract in their Credit Risk Management team.about the jobFinancial Analysis: Conduct comprehensive analysis of client financial statements and business profiles.Credit Ratings: Perform analysis, prepare and manage internal credit ratings.Transaction Approval: Evaluate credit proposals submitted by busi

Roles & ResponsibilitiesThe ultimate goal is to facilitate business expansion. This will require the candidate to possess a comprehensive comprehension of the client's profile, procedures, and financial challenges.Proactively handle the credit risk exposure within the designated portfolio. This involves conducting risk evaluations on counter parties and facilitating business expansion by implementing risk mitigation strategies that align with the company's

about the companyA leading regional bank with a strong presence in the Asian Pacific Region. Our client is looking for an experienced credit analyst for its corporate banking portfolio.about the jobCollaborating and supporting relationship managers in client interactionsTo assess and underwrite credit proposals, ensuring compliance to regulatory and the Bank’s requirementsFollowing up on monitoring of the portfolio and the credit process and performing loa

about the companyA regional bank with global offices and a strong presence, serving large corporate clients in the APAC market.about the jobManage end to end process handling regional large clients in corporate loans & trade facilities, involved in origination, structuring, credit, execution etcPrepare credit applications, perform annual reviews and credit/portfolio monitoring, staying compliant to regulations and bank policiesAttending to CDD/ KYC matters

Turnover: 20 - 100 mil USDFocus on acquisition This role would be ideal for you if you are currently in commercial banking and looking to make a move into a fintech space. about the jobTo manage and acquire a portfolio of medium and large SMEs within the industry group and coming up with trade/lending solutions Increase revenue growth Prepare credit propositions To apply online please use the apply function(EA: 94C3609/ R21103354)

Responsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.Evaluate individual risk profiles and investment preferences to re

Managing Director, Private Banker, Greater China Location: Hong Kong / Singapore Are you a highly accomplished Private Banker or Wealth Management Relationship Manager with an established portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients?Join our prestigious Global Private Bank as an Executive Director. You will lead a high-growth coverage model, focusing exclusively on building and managing client relationships within the dynamic

about the jobGrowing the wealth of high net-worth individuals and providing professional services for their banking needs; including insurance and investment for International Market. about the manager/teamWorking alongside a competent team, you will have to opportunity to grow in the banking space. skills and experience requiredA degree is minimally required with 3 years of experience in the Banking & Finance Industry. Importantly, you should come with

about the companyA regional bank with strong presence in the APAC market has an approved headcount in its Credit Risk Management team.about the jobCredit Assessment & Adjudication: Conduct thorough, independent analysis of complex credit proposals for corporate and institutional clients. You will structure, write, and present insightful credit recommendations to senior risk executives and credit committees.Transaction Advisory: Act as a subject matter expe

Investment Advisor (Private Wealth | High-Net-Worth Clients)Singapore | Permanent RoleA leading financial institution is seeking a dynamic and experienced Investment Advisor to join its high-performing wealth management team. This role is ideal for someone who thrives in a fast-paced, client-centric environment and is eager to proactively drive internal partnerships, not just wait for referrals to land on their desk.What Makes This Opportunity Unique:The h

This position is ideal for individuals currently in commercial banking. About the Job:Manage and acquire a portfolio of medium and large SMEs within general industry, providing tailored trade solutions.Maximize revenue growth from customers, including up-tiering opportunities.Hone your credit skills and ability to build strong customer relationships.Prepare credit propositions for approval and ensure smooth implementation, disbursement, and utilization of

about the jobGrowing the wealth of high net-worth individuals and providing professional services for their banking needs; including insurance and investment across the following markets ((North Asia, Malaysia, Indonesia, ROW, India market etc.) about the manager/teamWorking alongside a competent team, you will have to opportunity to grow in the banking space. skills and experience requiredA degree is minimally required with 3 years of experience in the B

about the companyA regional bank with strong presence in the APAC market that offers corporate banking solutions to corporate clients across diversified sectors. They have an approved headcount in the Corporate Banking RM team.about the jobManage and build a diversified portfolio of regional and local corporate clientsIdentify opportunities to expand client pool and increase wallet shareStructuring of corporate loans and trade finance solutionsPreparing cr

about the companyOur client is a reputable regional bank with strong footprints in Asia Pacific and connectivity to global banking. about the jobPreparation of credit applications for quarterly and annual renewalsReviewing creditworthiness and providing independent assessment of credit risk on a portfolio of corporate clientsPresent credit cases to internal stakeholders accordingly to credit and bank policy and handle reports submitted to Credit CommitteeM

about the companyA leading foreign bank with a strong presence in the Asian market.about the jobCollaborating and supporting with relationship managers and product specialists to assess and mitigate risksPerforming financial spreading and analysis on counterparty risk and credit risk based on information gathered and according to the bank’s regulationsPresenting and writing credit proposals to submit to the credit committee for approval and final assessmen

about the companyA leading foreign bank with a strong presence in the Asian market.about the jobCollaborating and supporting with relationship managers and product specialists to assess and mitigate risksPerforming financial spreading and analysis on counterparty risk and credit risk based on information gathered and according to the bank’s regulationsPresenting and writing credit proposals to submit to the credit committee for approval and final assessmen

About the companyA leading bank-backed insurance company is seeking a Senior Executive, Credit Control to join their dynamic Finance Operations team. This is a newly created position that offers a unique opportunity to shape and streamline our credit control processes. About the jobManage and lead all aspects of accounts receivable and credit control operations.Develop and implement effective credit policies and procedures to minimize risk and improve cash

about the companyA leading foreign bank with a strong presence in the Asian market.about the jobCollaborating and supporting with relationship managers and product specialists to assess and mitigate risksPerforming financial spreading and analysis on counterparty risk and credit risk based on information gathered and according to the bank’s regulationsPresenting and writing credit proposals to submit to the credit committee for approval and final assessmen

about the companyA leading foreign bank with a strong presence in the Asian market.about the jobCollaborating and supporting with relationship managers and product specialists to assess and mitigate risksPerforming financial spreading and analysis on counterparty risk and credit risk based on information gathered and according to the bank’s regulationsPresenting and writing credit proposals to submit to the credit committee for approval and final assessmen

Principal Responsibilities:Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.Oversee the total wealth of clients, matching financial and investment product solutions to their needs.Demonstrate a genuine interest in customers, helping them achieve their financial goals.Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.Promote services to poten

Principal Responsibilities:Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.Oversee the total wealth of clients, matching financial and investment product solutions to their needs.Demonstrate a genuine interest in customers, helping them achieve their financial goals.Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.Promote services to poten

about the companyAn established banking with a growing presence in Singapore, and a strong corporate client base in Asia within diverse industries.about the jobPrepare a well analysed credit proposal for further approval.Perform financial spreading and financial statements analysis on assigned sectors, key business risks analysis, industry/sector analysis and the identification of any other economic data.Perform periodic covenant checks, security monitorin

about the companyGlobal Wealth Management Platform about the jobThe ideal candidate will be responsible for developing and maintaining strong client relationships, providing comprehensive financial planning, and offering sophisticated investment strategies tailored to help individuals and families achieve their long-term financial goals. Client Consultation: Conduct comprehensive discovery meetings to understand clients' financial situations, goals, risk

about the company Our client is an established bank with a growing presence across Asia and in Singapore. They are seeking for talents to join its corporate banking team as they look to continue to offer a wide suite of product offerings to its corporate and FI clients. about the job To develop, manage and grow an assigned portfolio in the local corporates (T/O: $100 Million - $1 Billion) space across diversified industries. Identify new profitable relati