593 Banking Consultant jobs in Singapore
Private Banking Consultant
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Job Description
Responsibilities:
- Customer Relationship Management: Establish and maintain long-term relationships with high-net-worth (HNW) clients, ensuring personalized service.
- Financial Planning and Consulting: Provide customized financial planning advice based on client needs, including investment and tax planning.
- Product Recommendation and Sales: Recommend suitable investment products and services to clients, such as stocks, bonds, funds, etc.
- Market Analysis and Research: Conduct regular market trend analysis to provide clients with the latest investment opportunities and risk assessments.
- Risk Management: Assist clients in identifying and managing financial risks to ensure the safety and growth of their assets.
- Compliance Checks: Ensure all operations comply with local laws and regulations and internal bank policies.
- Team Collaboration and Communication: Work closely with other departments to solve client issues.
- Continuous Learning and Development: Participate in professional training and seminars to stay updated on the latest developments in the financial markets.
- Report Compilation: Regularly compile performance reports of client investment portfolios for reference.
- Customer Service: Organize roadshows at domestic branches and host client events to promote Singapore's market trends and investment directions.
Requirements:
- Bachelor's degree or above in finance, economics, or related fields
- Passed CACS 1 & 2 certifications
- CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant) certifications will be an added advantage
- At least 5 years of experience in wealth management or private banking within financial institutions. Prior experience with the Greater China markets will be a bonus.
- Proficient in English and Mandarin to liaise with internal and external Chinese stakeholders;
- Proficiency in other languages will be an added advantage to liaise with regional markets.
- Excellent written and verbal communication skills to effectively communicate with clients and colleagues.
- Strong organizational and time management skills to efficiently handle multiple tasks.
PRIVATE_BANKING_WEALTH_MANAGEMENT
Elite Banking Consultant
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Job Description
Key Responsibilities:
- Proactively identify and acquire new affluent banking customers, fostering strong relationships with the Bank in alignment with relevant business objectives.
- Contribute to the Bank's revenue growth by achieving sales and profit targets.
- Nurture existing customer relationships through consultative financial analysis and expert market insights.
- Strategically promote banking products and services to enhance customer satisfaction and loyalty.
- Ensure exceptional customer service and contribute to a positive overall customer experience.
Required Skills & Qualifications
Qualifications:
- A minimum of 5 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, with a proven track record of sales performance.
- Substantial experience in serving the Vietnam market is essential.
- A recognized university degree and CMFAS certification are mandatory (RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
- Detailed knowledge of banking products and services, including investment products like unit trusts, bancassurance, and treasury products.
- Excellent interpersonal, communication skills, and proficiency in tele-consulting.
- The ability to work independently and collaboratively, coupled with creativity and meticulousness.
- Strong initiative, drive, focus, and discipline to achieve sales quotas and revenue targets.
- Willingness to travel for business purposes.
Benefits
Benefits:
- Opportunities for career advancement and professional growth.
- A dynamic and supportive work environment.
- Competitive remuneration packages.
Others
Others:
- A chance to make a meaningful impact on customer lives.
- The opportunity to work with a forward-thinking organization.
IT Banking Consultant Role
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Banking IT Consulting Expert Job Description
- Gather and analyse business requirements from clients.
- Design and recommend IT solutions for core banking, payments and digital transformation.
- Support configuration, testing and implementation of banking systems.
- Act as Subject Matter Expert for project teams and client stakeholders.
- Prepare functional specifications, solution documentation and training materials.
- Stay updated on latest banking technology trends and regulatory requirements.
- Strong domain knowledge in banking IT consulting.
- Hands-on project experience in designing and implementing IT solutions.
- Ability to bridge business and technology.
IT Banking Consultant - Avaloq
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Job Description
Forty2 is a seasoned consulting company with over a decade of professional experience in Financial Services. Operating globally with a presence in Europe and Asia, we are dedicated to business transformation by enhancing business processes. From Project Management, Business Analysis and Consulting to Hands-On Development, Forty2's diverse technology skill sets empower our team to assist clients in overcoming challenging situations.
The Avaloq Consultant role is a full-time hybrid position based in the Lisbon Metropolitan Area, with the flexibility for remote work. As an Avaloq Consultant, your responsibilities will include analyzing business requirements for banking clients, configuring the Avaloq banking system to align with those requirements, training and supporting users during the implementation process, and providing ongoing maintenance and support for the Avaloq system.
Qualifications
Bachelor's or Master's Degree in Computer Science, Information Systems, or a related field
Proven experience as an PL/SQL Developer is a plus
Analytical and problem-solving skills, with the ability to identify and resolve complex issues in large, intricate systems
Excellent written and verbal communication skills, capable of effectively conveying technical information to both technical and non-technical audiences
Ability to work autonomously and collaboratively in a team environment
Proficiency in English, both written and spoken. Proficiency in French, German or Italian will be considered a huge plus.
Only candidates residing in Singapore or those authorized to work in Singapore and willing to relocate will be considered for this position.
Why you should join Us?
For a decade, Forty2 has been delivering high-quality services to the financial industry. With a global presence across Europe and Asia, we have successfully completed several projects, ensuring excellence and innovation at every step. With steady annual global employee growth, we contribute to and deliver numerous projects each year for leading financial companies—and we are now expanding into other industries. And because we believe in work-life balance, we organize seasonal events - a chance to relax, bond with colleagues in a casual setting, and build a stronger team spirit. We empower you to become the best version of yourself. So, what are you waiting for? The best part of your professional journey starts here, with Forty2.
Dynamic team
At Forty2, we foster communication, career development, and well-being, providing an environment where you can thrive.
Empowered to Share
Our horizontal structure makes it easy for everyone to share ideas, collaborate, we encourage innovation and proactivity.
Skills That Evolve
You'll have access to a network of experts and specialized training to evolve your skills - teamwork is one of our core values
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Private Banking Investment Consultant
Posted today
Job Viewed
Job Description
Responsibilities:
- Customer Relationship Management: Establish and maintain long-term relationships with high-net-worth (HNW) clients, ensuring personalized service.
- Financial Planning and Consulting: Provide customized financial planning advice based on client needs, including investment and tax planning.
- Product Recommendation and Sales: Recommend suitable investment products and services to clients, such as stocks, bonds, funds, etc.
- Market Analysis and Research: Conduct regular market trend analysis to provide clients with the latest investment opportunities and risk assessments.
- Risk Management: Assist clients in identifying and managing financial risks to ensure the safety and growth of their assets.
- Compliance Checks: Ensure all operations comply with local laws and regulations and internal bank policies.
- Team Collaboration and Communication: Work closely with other departments to solve client issues.
- Continuous Learning and Development: Participate in professional training and seminars to stay updated on the latest developments in the financial markets.
- Report Compilation: Regularly compile performance reports of client investment portfolios for reference.
- Customer Service: Organize roadshows at domestic branches and host client events to promote Singapore's market trends and investment directions.
Requirements:
- Bachelor's degree or above in finance, economics, or related fields
- Passed CACS 1 & 2 certifications
- CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant) certifications will be an added advantage
- At least 5 years of experience in wealth management or private banking within financial institutions. Prior experience with the Greater China markets will be a bonus.
- Proficient in English and Mandarin to liaise with internal and external Chinese stakeholders;
- Proficiency in other languages will be an added advantage to liaise with regional markets.
- Excellent written and verbal communication skills to effectively communicate with clients and colleagues.
- Strong organizational and time management skills to efficiently handle multiple tasks.
Private Banking Investment Consultant
Posted today
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Job Description
Overview
Are you a seasoned risk manager and can provide challenge to senior management in their risk decisions? Do you enjoy working in teams and contribute to the sustainable risk management of the business? Then we are looking for someone like you!
Business management, administration and support with a focus on risk management, compliance, and governance within Global Wealth Management.
Job details
Job type: Full-time
Location
Full job description: Business management, administration and support
Your role
You will:
Are you a seasoned risk manager and can provide challenge to senior management in their risk decisions? Do you enjoy working in teams and contribute to the sustainable risk management of the business?
as part of first line of defense and an independent trusted risk partner, assess operational risk issues and clearly articulate the risks to the business to help them in their decision making
provide advice and support in the location to the business and functions pertaining to the framework, process and controls, to drive a simple, client-focused solution
organize and manage a multitude of topics (incl. various projects, remediation plans under operational risk issues) and ensure meeting of deadlines and commitments made
Present key updates to management including risks, issues & dependencies in appropriate forums and provide guidance on mitigation
identify upcoming risks and pro-actively address them
be a role model to your team of risk managers
help drive a positive risk culture throughout the organization including driving and delivering selected trainings
Your team
As a Business Risk Partner (BRP), you will be part of the Global Wealth Management (GWM) South East Asia Business Risk Organization based in Singapore, assigned to cover Market Team Heads and Business Sector Heads across markets.
Your expertise
completed higher education with at least 8 years of experience in the financial industry
experience in risk management, compliance, operational risk or internal audit
comprehensive understanding of wealth management business and the regulatory requirements in Hong Kong and/or Singapore
strong collaboration skills and worked in teams previously
strong communication, written and presentation skills
proven analytical skills and commercial judgement that helps articulate rational solutions
strong excel and power point skills
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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Officer, Business Analysis
Posted today
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Job Description
- Laise with users to understand their business needs.
- Assist in analyzing business requirements and defining system functions.
- Assist in creating user stories and describe the input, output.
- Assist in writing down business scenarios and preparing UI protypes.
- Work with UI/UX designers to improve user experience of UI design.
- Work with development team to ensure the team understands user stories clearly.
- Work with testers to ensure all business scenarios are tested.
- Assist in presenting system functions to customers, users and related stakeholders.
- Help with technical documentation.
- A degree in computer science or a related field.
- Knowledge of SQL queries, web applications, and system integration.
- Good written and verbal communication skills.
- Good analytical and conceptual thinking skills.
- Solid organizational skills include attention to detail and multi-tasking skills.
- Able to work both independently and in a team.
- Domain knowledge of e-commerce and supply chain is a plus.
- Knowledge in software development.
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Manager, Business Analysis
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What You Will Do
- Work closely with After Market Operations (AMO) APAC Sites, Digital Technology and other support functions to support AMO's long term digital information growth plans.
- Lead the deployment of connected equipment into the AMO APAC shops.
- Ensure system integration and value realization of digital connectivity is considered in all technology projects.
- Partner with global Pratt & Whitney (PW) teams globally to ensure continued alignment to standards and other group evolution.
- Lead digital enhancement initiatives that support operations performance & growth while maintaining due diligence and compliance.
- Identify and lead enhancements that increase internal & external customer experience.
Special Project Execution
- Serve as Product Owner for AMO APAC OACIS (Operations Analytics & Central Information System) implementation and expansion.
- Own and lead the deployment and migration of AMO APAC RTLS (Realtime Location Tracking System) deployment and migration.
- Act as Machine Connectivity Lead for AMO APAC.
Project Management
- Serve as the primary point of contact for APAC leadership regarding shop machine and I4.0 (Industry 4.0) connectivity activities.
- Provide updates to leadership on key aspects of local AMO Digital Transformation initiatives.
- Partner with key business leaders to understand specific project requirements.
- Regional point of contact for emerging site requests across the Digital Transformation Spectrum.
- Escalate issues to Digital Transformation Leads.
- Support site deployment of digital transformation projects and initiatives.
- Understand key application usage for the business and serve as liaison to subject matter experts.
- Collaborate with other P&W disciplines to ensure coordinated project delivery to meet business priorities.
- Facilitate After Action Reviews to incorporate lessons learnt.
Documentation Management
- Develop and maintain standard work and documentation for local AMO DTX processes and procedures for deployment and utilization.
- Monitor utilization patterns and provide direction on best practices.
- Create and maintain system, configuration, user documentation to ensure knowledge transfer & communication.
Site Adoption of Integration Machine and Asset Connectivity Technologies, including:
- RTLS/Asset Tracking
- Kepware / Ignition
- DNC – Machine Program Control
- Internet of Things (IOT)
- Factory Network Segmentation
- AGV/AMR – Autonomous Guided Vehicles
- Andon
Qualifications You Must Have
Bachelor's degree in Engineering, Business, Science, Technology or a related technical discipline.
At least 8 years of relevant experience in Operations, Aftermarket, Aerospace or Commercial Aviation.
- Business Analyst certification or equivalent experience in manufacturing, maintenance, or repair industries.
- Proven experience in project management for digital, technical, and/or technology-focused initiatives.
- Solid understanding of IT network routing, protocols and firewall concepts.
- Outstanding cross-functional leadership skills
- Excellent communication and presentation skills.
- Ability to drive high-level goals while executing detailed operational improvement
- Self-starter with strong problem-solving skills and a demonstrated ability for creative and critical thinking.
- Proven ability to filter and distill relevant information from complex datasets.
- Ability to mediate discussions between stakeholders with varying priorities.
- Demonstrate strategic thinking, business judgment, innovation, and team building skills.
- Ability to speak comfortably about results to all levels of leadership
Qualifications We Prefer
- Industry 4.0, IOT and Machine connectivity experience
- Familiarity with aerospace industry repair processes (engine and/or component).
What We Offer
- Career and skills development opportunities.
- Employee scholarship program for further education.
- Comprehensive health, medical and dental benefits.
- On-the-job training and in-house/external certifications.
- Competitive renumeration package.
- Allowance and overtime benefits where appliable.
- Company transport provided.
Data/Business Analysis
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#Experience - Operations businesses/ functions in an Investment Banking environment
#Have experience of leading User Acceptance Testing (UAT) projects
Responsibilities
- Evaluating front to back control processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions with SME's and other inputs.
- Leading ongoing reviews of business processes and developing optimization strategies for Target Operating Models, BRDs, User Stories, Test Case.
- Staying up-to-date on the latest process and operational advancements to automate and modernize systems.
- Communicating with all stakeholders & to elicit, analyze and validate the requirements for changes to control processes, within workshops, working groups and other forums.
- Identifying, documenting, and analysing business requirements against risk through process discovery and managing these through to completion/escalation
- Analyzing the information collected in a detailed manner whilst working independently and as part of the overall team
Qualifications/ Skills:
· Knowledge on Securities Settlement Process across multiple products (Equities, Fixed Income, SBL and Prime) and markets ( US, Europe, UK, APAC and Latam)
- Experience of working across multiple disciplines within finance or related industry
- Examples of delivering process improvements and controls enhancement
- Knowledge of Operations businesses/ functions in an Investment Banking environment
- Experience in Data Analysis and any data tracing through multiple systems front to back would be highly beneficial
- Have experience of leading User Acceptance Testing (UAT) projects, including overseeing the development & implementation of the UAT test plan, scripts and tools using the detailed functional requirements document.
- Excellent analytical and problem-solving skills
- Excellent Excel, PowerPoint and process mapping skillsets
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Business Analysis Specialist
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Job Description
Responsibilities
About the team The A&P Target Management Team serves as a central functional unit overseeing the establishment of global quality and efficiency targets, and the evaluation of team scorecards, for T&S Ops. Comprised of five members across three locations – Singapore, Beijing, and Dublin.
We work in close partnership with upstream teams and Ops Business teams to align on targets and develop incentive frameworks designed to foster performance gains. Responsibilities: - Establish a target management system and a business analysis framework for content safety.
Monitor the implementation process of business targets, keep track of their completion status, and conduct regular result reviews. - Create and continuously refine the methodology for target setting. For different types of metrics and business, regularly formulate corresponding targets and be responsible for cascading these targets.
Gain profound insights into the business. Actively diagnose and pinpoint issues hindering target achievement. Independently carry out in-depth analyses, propose valuable solutions and strategies, and drive their implementation within the business.
As a PMO, spearhead the execution of relatively complex projects. Proactively establish connections with various internal and external teams. Conduct regular special reviews and in-depth analyses.
Qualifications
Minimum Qualification(s):
- Hold a bachelor's degree or higher, and have 3+ years of experience in business analysis, data analysis, or the consulting sector.
- Have a high level of data sensitivity, robust logical thinking, be self-driven and results-oriented.
Be eager to learn and improve continuously, and be resilient under pressure.
- Demonstrate excellent project management skills, strong execution capabilities, and effective communication and coordination skills.
Be able to independently manage projects and drive cross-departmental initiatives.
- Possess a holistic perspective and the ability to manage details meticulously.
Exhibit a strong team spirit. Preferred Qualification(s):
- Fluent in English; proficiency in Chinese is a plus, due to coverage of Chinese market and content.