Middle Office Executive
Phillip Securities Bedok Full-time
Responsibilities:
- Support Wealth Management Growth in B2B and B2C Channels through active engagement with Advisors/Clients.
- Comfortable and experienced in handling clients from different market segment both retail and corporate.
- Attend to service enquiries on B2B FAME platform and data collection of feedback for better platform enhancement.
- Experienced and familiar client onboarding requirements and regulations.
- Support Account onboarding and Trade Submissions in a timely manner.
- Familiar with equities and wealth management products.
- Generation of regular and customised analytical reports for Channels and B2B Partners to evaluate and make data driven decision.
- Discover, Create and Implement RPA processes to automate the team’s routine processes if possible.
- Actively support Team and relevant stakeholders in the RPA learning journey.
Requirements:
- Independent and able to accomplish tasks with little guidance
- Well-organised, strong follow-up skills and meticulous
- Certifications in CMFAS modules 1A, 5, 6, and 8 will be a strong advantage
- Keen to learn new technological skills and knowledge.
- A recognized diploma/degree in any discipline, preferably in Finance
- Applicants with at least 3 year of relevant work experience preferred
- Good communication and interpersonal skills
REVUP PROSERVICES PTE. LTD.Bedok
in syndicated loans / middle office / structured finance
• Strong analytical and credit understanding
• Good communication and stakeholder management skills
• Able to work independently in a fast-paced environment
Interested applicants please WhatsApp to Wa.me...
Singapore River, 11 km from Bedok
years of professional experience within loan operations, middle office, or transaction banking.
• Deep technical knowledge of syndicated loan structures and facility agreement lifecycle management.
To apply online please use the 'apply' function...
Phillip SecuritiesTampines, 4 km from Bedok
Responsibilities:
• Support Wealth Management Growth in B2B and B2C Channels through active engagement with Advisors/Clients.
• Comfortable and experienced in handling clients from different market segment both retail and corporate.
• Attend to...