439 Financial Consultants jobs in Singapore
Financial Consultants
Posted today
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Job Description
Role:
Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.
If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.
Responsibilities
Client acquisition through various prospecting strategies.
Review prospective/existing client portfolio.
Propose solutions and planning for client investment and insurance needs.
Client management and retention.
Attend and respond to customer queries professionally.
Service and review financial portfolios in maintaining a long-term customer relationship.
What you will Learn:
We offer customized learning tracks according to individual development within the group, that offer structured & diverse learning modules.
Comprehensive on the job training will be provided continuously for professional development and career advancement in the financial services.
These programs are specifically designed to equip you with in-depth business knowledge, technical skills, and interpersonal skills.
You will be required to attend a number of compulsory programs; including a comprehensive business induction and other regional development program
Requirements
Diploma or Degree from a recognized institution in any field
Passionate to make a difference
Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind
Outspoken with excellent communication & interpersonal skills
Equally motivated by working independently as well as collaborating in a team
BENEFITS
- Competitive compensation package(Monthly allowance, Incentives, Quarterly Bonus and Year End Bonus)
- Various incentive trips
- Recurring income
Professional development
We respect your privacy and all communication will be treated with confidentiality.
Please contact us or apply in-confidence to us with you updated MS Word Resume to : kelvin
Kelvin (Reg. No. R
STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)
Financial Consultants
Posted today
Job Viewed
Job Description
Benefits
- Attractive Allowance of up to $5,000/month* (excluding commissions, bonuses, and incentives)
- Uncapped commissions and performance-based bonuses
- All-expense-paid overseas incentive trips
- Comprehensive mentorship and training programmes from entry to leadership level
- Opportunities for career progression into management roles
- Supportive culture that fosters growth and collaboration
*Terms & conditions apply. Remuneration is given to Financial Consultants who meet the required qualifying criteria.
Commissions & Incentives are payable based on individual performance
Candidates should be aspiring professionals who desire to serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
About the Company
Mohamad Kamal & Associates is a dynamic agency under Prudential Assurance Company Singapore. Awarded the 2025 Ethics & Conduct Award, we are driven by purpose and passion, committed to guiding individuals toward financial clarity and security. Our agency is grounded in strong values and a clear vision to develop future leaders in the financial services industry.
About the Role
If you are fuelled by success and passionate about helping others, this is your opportunity to ignite a meaningful career in financial consultancy. Join us as a Financial Representative —where you will be empowered to grow professionally, gain financial independence, and make a genuine impact in people's lives.
We welcome both fresh graduates and experienced consultants looking for a more fulfilling career path.
Responsibilities
- Build long-term client relationships
- Provide holistic financial planning
- Customise solutions to help clients achieve their financial goals
- Regularly review clients' financial portfolio
Requirements
Under the Financial Advisers Act, applicants must:
- Be Singaporean/PR
- Be at least 21 years old
- Possess at least one of the following qualifications:
* GCE 'A' Level (Full Certificate)
* International Baccalaureate (IB) Diploma
* Diploma from a recognized Singapore polytechnic or equivalent
- Willing to obtain CMFAS certifications: RES5, M9, M9A, HI (Training provided)
We're looking for individuals who are driven, genuine, and ready to grow.
Take your first step toward a fulfilling and rewarding career—apply now and let's shape the future together.
Mohamad Kamal & Associates an agency unit of Prudential Assurance Company Singapore.
Approval Code : AT25Sep25AT26
Financial Consultants
Posted today
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Job Description
we are looking for self-driven professional that finds satisfaction in providing top-notch customer service. A disciplined and determined team player, who is looking to achieve success.
Here's what's in store for you
- $3,000 Basic Pay + Commissions
(Weekly payout)
- 1 on 1 Mentorship and coaching by Global Platform Speaker / Professional Personal Coach
- Incentives and Overseas Company Trips
- Flexible working hours (No More 9 - 5 Desk Job)
Job Responsibilities
- Attend and follow up with Daily leads assigned
- Assist and advice on Client's financial needs and requirements
- Maintain relationships by responding timely and accurately to ensure a consistent customer experience
- Business Development experience to identify new opportunities in the market
If you meet the following requirements, please send us your updated resume in PDF format. Shortlisted candidates will be contacted in 2-3 working days. Good Luck
Job Type: Full-time / Part Time
Salary: $, Commission per month (up to 6,000- 10,000 and above)
Benefits:
- Flexible working hours
- Professional development
- Daily Leads provided
Schedule:
- Flexible hours
Supplemental pay types:
- Commission pay
- Performance bonus
- Incentives
- Basic Salary
Financial Consultants
Posted today
Job Viewed
Job Description
Company Highlights
We believe in mutual respect, support and sharing of the fruits of our labour.
We focus on developing and enhancing each team member's strengths for entrepreneurship, creativity and productivity. We enable each and every one of our team members to discover what drives him or her, to chart their success by leveraging on the business model that we have pioneered. This way, we empower all our team members to express themselves, to be true to themselves, and to contribute in ways that reflect their own ambitions.
But career success is only a means to an end, which is the fulfilment of life, whether it is to pursue a hobby, more time with the family or doing charitable work. Thus, we aim to play as hard as we work. We call ours a "lifestyle career".
In short, Happiness before Productivity and Profitability. This is what we are about.
Job Description
If you are fueled by success, ignite a new future as an independent sales professional or a team leader.
Our Support: Start your career with our strong mentorship and coaching programmes (from basics to skills honing to leadership building) that will help build your self-confidence and bring out the best in you and excel as a Financial Consultant.
It will include:
- New Induction Training
- Financial Consultant Progression Training
- Leadership Training First Year at Prudential: With our specially tailored programmes you are ensured of a smooth transition into the career.
Benefits and Allowance*
Up to $5000* (not including commissions, overseas incentive trips, annual bonuses, incentives based on performance)
*Terms & conditions apply. Remuneration is given to Financial Consultants who meet the required qualifying criteria.
Commissions & Incentives are payable based on individual performance.
Candidates should be aspiring professionals who desire to serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
Experienced Financial Consultants are welcome.
Financial Services candidates requirements:
- Singaporean and Permanent Resident only
- At least with the following educational qualification: Full certificate in GCE A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
- Required to attain CMFAS certifications M5, M9, M9A and HI. Training provided.
Candidates who have demonstrated resilience, discipline and care for family & the less fortunate should submit your resume to us by clicking on the "Apply Now" button below.
Strategic Partners Financial Services Pte Ltd a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation)
AT03Jul24XF46
Financial Consultants
Posted today
Job Viewed
Job Description
Company Highlights
We believe in mutual respect, support and sharing of the fruits of our labour.
We focus on developing and enhancing each team member's strengths for entrepreneurship, creativity and productivity. We enable each and every one of our team members to discover what drives him or her, to chart their success by leveraging on the business model that we have pioneered. This way, we empower all our team members to express themselves, to be true to themselves, and to contribute in ways that reflect their own ambitions.
But career success is only a means to an end, which is the fulfilment of life, whether it is to pursue a hobby, more time with the family or doing charitable work. Thus, we aim to play as hard as we work. We call ours a "lifestyle career".
In short, Happiness before Productivity and Profitability. This is what we are about.
Job Description
If you are fueled by success, ignite a new future as an independent sales professional or a team leader.
Our Support: Start your career with our strong mentorship and coaching programmes (from basics to skills honing to leadership building) that will help build your self-confidence and bring out the best in you and excel as a Financial Consultant.
It will include:
- New Induction Training
- Financial Consultant Progression Training
- Leadership Training First Year at Prudential: With our specially tailored programmes you are ensured of a smooth transition into the career.
Benefits and Allowance*
Up to $5000* (not including commissions, overseas incentive trips, annual bonuses, incentives based on performance)
*Terms & conditions apply. Remuneration is given to Financial Consultants who meet the required qualifying criteria.
Commissions & Incentives are payable based on individual performance.
Candidates should be aspiring professionals who desire to serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
Experienced Financial Consultants are welcome.
Financial Services candidates requirements:
- Singaporean and Permanent Resident only
- At least with the following educational qualification: Full certificate in GCE A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
- Required to attain CMFAS certifications M5, M9, M9A and HI. Training provided.
Candidates who have demonstrated resilience, discipline and care for family & the less fortunate should submit your resume to us by clicking on the "Apply Now" button below.
Strategic Partners Financial Services Pte Ltd a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation)
AT03Jul24XF46
Wealth Management
Posted today
Job Viewed
Job Description
Are you passionate about investments and wealth building or simply curious to learn and grow in this space? Whether you're a fresh graduate, undergraduate, or considering a career switch, we welcome you to explore an exciting opportunity with us.
What We Offer:
Comprehensive coaching and training on investments, wealth accumulation, assets management.
Mentorship from experienced industry professionals.
A dynamic and supportive team environment.
Clear career progression pathways with performance-based rewards.
Basic monthly salary + wrap fee + commission
Who We're Looking For:
Fresh graduates, undergraduates, or mid-career switchers who are eager to explore the financial industry.
Individuals with a strong interest in investments (coaching will be provided).
Self-motivated, driven, and willing to learn.
Good communication and interpersonal skills.
Your Role:
Learn and master investment strategies, management of client's assets and portfolio.
Work with a dynamic team to grow personally and professionally.
Location: 1 Pickering Street
Training & guidance provided
If you're keen to embark on a fulfilling career in financial services, apply now and let's grow together
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/A[...]
Posted today
Job Viewed
Job Description
Opportunity Overview sitemap_outline CORPORATE TITLE Analyst language OFFICE LOCATION(S) Singapore account_balance DIVISION Asset & Wealth Management
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Serve as the liaison for clients regarding inquiries and provides team support
Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship
Drive and complete a number of compliance requirements and control related functions
Assist clients with asset transfers
Assist the teams with execution of trades (primarily in FX and Cash deposits)
Handle cash management, foreign exchange transactions, currency hedging and money markets trades
Assist teams in subscribing hedge funds, private equity funds and GSAM funds
Assist on projects related to platform development and other infrastructure issues
Handle margin related requests and queries; liaise with various operations and technology teams for day to day support
Partner with operations on all account opening / maintenance matters, including various remediation efforts.
Basic Qualifications
Ability to work in a fast-paced environment within a team-oriented structure
Ability to work and think clearly under pressure
Team player
Excellent analytical, communication, and interpersonal skills
Strong organizational skills and attention to detail
Knowledge of Microsoft Office software (Outlook, Excel and Word)
Mandarin required due to client coverage
SG CACS Paper 1 & 2 (must be obtained within 90 days of employment)
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/A[...]
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/Associate, Singapore
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Goldman Sachs
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/Associate, Singapore
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/Associate, Singapore
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Job Description
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/Associate, Singapore
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Serve as the liaison for clients regarding inquiries and provides team support
Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship
Drive and complete a number of compliance requirements and control related functions
Assist clients with asset transfers
Assist the teams with execution of trades (primarily in FX and Cash deposits)
Handle cash management, foreign exchange transactions, currency hedging and money markets trades
Assist teams in subscribing hedge funds, private equity funds and GSAM funds
Assist on projects related to platform development and other infrastructure issues
Handle margin related requests and queries; liaise with various operations and technology teams for day to day support
Partner with operations on all account opening / maintenance matters, including various remediation efforts.
Basic Qualifications
Bachelor degree
Ability to work in a fast-paced environment within a team-oriented structure
Ability to work and think clearly under pressure
Team player
Excellent analytical, communication, and interpersonal skills
Strong organizational skills and attention to detail
Knowledge of Microsoft Office software (Outlook, Excel and Word)
Mandarin required due to client coverage
SG CACS Paper 1 & 2 (must be obtained within 90 days of employment)
About Goldman Sachs
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:
The Goldman Sachs Group, Inc., 2025. All rights reserved.
Referrals increase your chances of interviewing at Goldman Sachs by 2x
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional - Trade Ex[...]
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Join to apply for the
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional - Trade Execution, Associate, Singapore
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Goldman Sachs
Join to apply for the
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional - Trade Execution, Associate, Singapore
role at
Goldman Sachs
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional - Trade Execution, Associate, Singapore
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Job Description
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional - Trade Execution, Associate, Singapore
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
PWM is seeking to hire a Singapore based individual to join the sales team as a Wealth Management Professional focusing on trade execution. This will involve working with the broader PWM Team in servicing our private wealth clients in the region as well as helping to grow the overall business in PWM Asia.
How You Will Fulfill Your Potential
Coverage of Asia markets
Execution of stock & listed option orders for clients
Develop an understanding of market dynamics in stock & listed option execution (types of orders, etc.)
Assist in supporting other product execution, including FX, Commodities & fixed income products
Active engagement with clients: provide and pitch stock & derivative trading ideas to clients
Facilitate pricing and execution of OTC derivative trades
Work with in-house structurers/traders and external product providers on equity derivatives idea-generation, pricing and execution
Play a key role in growing sales trading revenues for active clients
Skills & Experience We’re Looking For
Experience in trading stocks & listed options (experience in different asset classes is a plus)
2-4 years relevant experience
Ability to work and focus in a high paced environment in intense market volatility
Good communication skills (fluent in English, Mandarin)
Quick-minded and detail-oriented
Customer-orientated
A good team player, able to manage cross-functional teams
Bachelor degree or above
Suitable backgrounds include professionals who have experience in executing stock & listed option orders in a brokerage or financial institution
About Goldman Sachs
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
The Goldman Sachs Group, Inc., 2025. All rights reserved.
Referrals increase your chances of interviewing at Goldman Sachs by 2x
Wealth Management, Investment Professional for China Market, based in Singapore
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pmo wealth management
Posted today
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Job Description
We are seeking a PMO Consultant with strong experience in Private Banking and Technology/SDLC environments to support project governance, reporting, and execution excellence within a large-scale banking transformation program. The ideal candidate will bring a mix of consulting discipline , project delivery know-how , and a solid understanding of private banking systems and processes .
Key Responsibilities:Support program and project governance, including financial tracking, RAID (Risks, Assumptions, Issues, Dependencies) management, and project documentation.
Manage and monitor project milestones, deliverables, and reporting cadence for senior stakeholders.
Coordinate across business, technology, and operations teams to ensure alignment of deliverables and timelines.
Maintain and enhance PMO tools, dashboards, and templates to support effective project tracking.
Support project audits, compliance reviews, and adherence to SDLC and PMO standards.
Prepare executive-level presentations, reports, and metrics for management review.
Assist in resource planning, capacity tracking, and vendor coordination.
Contribute to continuous improvement of PMO processes and frameworks.
3–10 years of total experience, with strong exposure to PMO / Project Management / Delivery Management roles.
Prior experience as a Consultant or ex-Consultant in a banking or technology environment preferred.
Hands-on experience with Private Banking systems , processes , or regulatory programs .
Good understanding of SDLC (Software Development Lifecycle) and IT project delivery methodologies (Agile/Waterfall/Hybrid).
Strong analytical, documentation, and stakeholder management skills.
Excellent proficiency in MS Office (Excel, PowerPoint, Project, SharePoint).
Self-motivated, detail-oriented, and comfortable working in a structured environment.
Willingness to work onsite at Changi and align with 10:30 AM – 7:30 PM working hours.
PMP, PRINCE2, or Agile certification (nice to have).
Previous experience in a global or regional Private Banking transformation project .
Exposure to tools such as JIRA, Confluence, Clarity PPM, or Power BI .