9 Permanent Banking & financial services found

About the companyJoin a leading financial services organization, playing a crucial role in safeguarding the integrity of the financial system, fostering a culture of trust and ethical practices. Our client offers a dynamic environment where your expertise can significantly contribute to building strong regulatory frameworks and driving positive change within the industry. About the jobYou will support the Head of Risk & Compliance and be instrumental in es

about the jobMeeting sales targets through strategic planning and idea generationConducting thorough financial assessments and insurance needs analysesImplementing structured review mechanisms for existing clientsEnsuring timely responses to customer enquiries and quality advisory standards skills and experience required>2 years’ experience in banking sales, with a strong foundation in insurance sales Certified in relevant modules (M5, M5A, M8, M8A, M9, M9

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 companyOur client is a global Private Bank, with a strong presence across APAC, Europe and America.about the jobEnsure accurate processing of opening, closure and data maintenance for the bank's clients, agents and counterpartyEnsure onboarding welcome pack processed and sent to clientsReview of documents submitted by front officeProcess client's change in circumstance and amendments on the accountEnsure document deficiencies are accurately track

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

about the companyReputable Private Bank about the jobFramework Design & Maintenance: Design and uphold a robust sales and advisory framework to ensure fair dealing with clients and mitigate conduct risks. This includes overseeing client risk profiling, pricing and risk disclosure, and suitability checks.Client & Portfolio Advisory: Partner with Relationship Managers to grow existing client "share of wallet" and attract high-net-worth prospects by deliver

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 of clients across insurance and investment portfolio.Maximize business acquisition, deepen existing customer relationships, and drive referral opportunities within the Personal Clients segment.Initiate new customer sourcing through direct calling, participation in marketing, and promotional activitie

The OpportunityOur client is a powerhouse with a massive footprint across APAC. They are aggressively expanding their high-value Strategy & Consulting practice in Singapore and the region.They are seeking a senior "Builder" to anchor this expansion. This is a rare opportunity to lead a regional mandate, combining the agility of a practice-building role with the stability and R&D resources of a Fortune Global 100 firm.The RoleYou will serve as the bridge

about the companyOur client is a prominent bank with a significant presence in Asia, seeking a highly motivated China Market Economist to join the team. This is a key opportunity to become a subject matter expert within our globally connected research division. Our collaborative approach is central to anticipating market movements and capital flows.about the jobResearch & Analysis: Author and publish high-impact, independent research reports and proactive