Maintenance Engineer

Finance Analyst

Sr Manager - Finance and Accounting

Customer Service Specialist

Supply Chain Analyst II

Staff Project Manager Engineer

Principal Project Manager Engineer

Procurement Operations Manager

Finance Controller

Financial Advisor

Role Description:&nbsp; <ul><li>To lead and manage Electrical, Electronics, PLC, and Mechanical maintenance activities across processing and packing assets.&nbsp;</li><li>The role is responsible for ensuring safe, reliable, and efficient operation of equipment by eliminating electrical, automation, mechanical, and process-related. breakdowns, improving equipment reliability and OEE, and strategically reducing unplanned downtime through effective maintenance execution and team leadership.&nbsp;</li></ul> Responsibilities: <ul><li>Lead, coordinate, and manage both Electrical and Mechanical Maintenance teams.&nbsp;</li><li>Provide hands-on technical leadership for electrical, electronics, PLC, and mechanical breakdowns.&nbsp;</li><li>Manage preventive, corrective, and condition-based maintenance activities across all processing and packing equipment.&nbsp;</li><li>Troubleshoot PLC-controlled systems including fault diagnostics, I/O checks, sensors, actuators, and basic logic analysis.&nbsp;</li><li>Oversee mechanical maintenance activities including rotating equipment, conveyors, gearboxes, bearings, and drive systems.&nbsp;</li><li>Guide maintenance teams in root cause analysis (RCA), loss analysis, and implementation of permanent corrective actions.&nbsp;</li><li>Ensure effective maintenance planning, execution, and reporting through SAP PM.&nbsp;</li><li>Own and maintain electrical, automation, and mechanical spare parts inventories, ensuring availability of critical spares.&nbsp;</li><li>Develop maintenance standards, work instructions, and OPLs for electrical, PLC, and mechanical activities.&nbsp;</li><li>Support technician capability development through coaching and technical training (electrical, PLC, and mechanical).&nbsp;</li><li>Ensure compliance with EHS, QFS, and machinery safety standards during all maintenance activities.&nbsp;</li><li>Maintain accurate documentation and records to support internal and external audits (EHS, QFS, KWS, FSSC, etc.).&nbsp;</li></ul> Key Performance Indicators (KPIs):&nbsp; <ul><li>Reduction of unplanned downtime.&nbsp;</li><li>Improvement of equipment reliability and OEE.&nbsp;</li><li>Preventive maintenance on-time completion rate.</li><li>Breakdown response time and MTTR.&nbsp;</li><li>Maintenance cost control and spare parts availability.&nbsp;</li><li>Electrical and Mechanical team capability development.&nbsp;</li></ul> Requirements: <ul><li>Bachelor’s degree in Electrical &amp; Electronics Engineering or Mechatronics Engineering.&nbsp;</li><li>Minimum 5 years of maintenance experience in manufacturing or FMCG environments.&nbsp;</li><li>Proven experience in leading both electrical and mechanical maintenance teams.&nbsp;</li><li>Strong knowledge of industrial electrical, electronic, automation, and mechanical systems.&nbsp;</li><li>Mandatory PLC knowledge : - Fault finding and diagnostics - I/O modules, field devices, and communication basics - Ability to read and analyze PLC logic&nbsp;</li><li>Solid mechanical knowledge including rotating equipment, gearboxes, bearings, conveyors, and power&nbsp;transmission systems.&nbsp;</li><li>Experience with motors, inverters, servo drives, sensors, actuators, and control systems.&nbsp;</li><li>Experience with SAP PM or similar CMMS systems.&nbsp;</li><li>Strong leadership, problem-solving, communication, and decision-making skills.</li></ul>

Role Description: <ul><li>We are seeking a detail-oriented Finance Analyst with 1–5 years of experience in financial reporting, analysis, and data analytics.</li><li>This role will support business decision-making through high-quality reporting, dashboarding, budgeting support, and actionable financial insights.&nbsp;</li></ul> Key Responsibilities: <ul><li>Prepare and deliver periodic business and financial reports (monthly, quarterly, and ad hoc).</li><li>Develop, maintain, and enhance dashboards to track key financial and operational KPIs&nbsp;</li><li>Conduct variance, trend, and performance analysis to identify risks and opportunities.</li><li>Support budgeting, forecasting, and performance management processes.</li><li>Partner with business stakeholders to understand reporting needs and deliver data-driven insights Assist in financial analysis and presentations for senior management and leadership reviews.</li><li>Ensure accuracy, consistency, and governance of financial data and reports.</li><li>Drive automation and continuous improvement of reporting and analytics processes.</li></ul> Requirements: Required Skills &amp; Competencies <ul><li>Strong foundation in financial analysis, reporting, and business metrics.</li><li>Advanced proficiency in Excel; hands-on experience in data analytics.</li><li>Working knowledge of dashboarding tools such as Power BI, Tableau, or similar platforms.</li><li>Solid understanding of P&amp;L, cost structures, financial statements, and key KPIs Ability to analyze complex datasets and translate insights into clear business recommendations.</li><li>High attention to detail with a strong analytical mindset.</li><li>Effective communication, presentation, and stakeholder management skills.</li><li>Ability to work independently and manage multiple deadlines .</li></ul> Preferred Qualifications <ul><li>MBA in Finance.</li><li>Experience handling large datasets in structured reporting environments.</li><li>Proven experience in building automated reports and dashboards.</li><li>Exposure to ERP or financial systems is an added advantage.</li><li>Prepare and deliver periodic business and financial reports (monthly, quarterly, and ad hoc).</li><li>Develop, maintain, and enhance dashboards to track key financial and operational KPIs.</li><li>Conduct variance, trend, and performance analysis to identify risks and opportunities.</li><li>Support budgeting, forecasting, and performance management processes.</li><li>Partner with business stakeholders to understand reporting needs and deliver data-driven insights.</li><li>Assist in financial analysis and presentations for senior management and leadership reviews.</li><li>Ensure accuracy, consistency, and governance of financial data and reports.</li><li>Drive automation and continuous improvement of reporting and analytics processes.</li></ul>

Responsibilities: Financial Reporting &amp; Compliance: <ul><li>Prepare accurate monthly, quarterly, and annual financial statements.</li><li>Ensure compliance with applicable accounting standards (Ind AS, IFRS, or US GAAP).</li><li>Manage period-end close processes and general ledger reconciliations.</li><li>Support external and internal audits, ensuring timely resolution of audit points.</li></ul> Cost Accounting &amp; Inventory Management: <ul><li>Monitor and manage inventory valuation, batch costing, and cost of goods sold (COGS).</li><li>Conduct standard vs actual cost variance analysis.</li><li>Collaborate with manufacturing and supply chain teams for real-time cost tracking.</li></ul> Taxation &amp; Regulatory Compliance: <ul><li>Handle GST, TDS, and income tax compliances including returns, reconciliations, and assessments.</li><li>Assist in regulatory compliance relevant to the pharmaceutical industry (e.g., NPPA, CDSCO).</li><li>Maintain records for transfer pricing and other compliance reports (e.g., Form 3CD).</li></ul> Accounts Payable &amp; Receivable: <ul><li>Oversee vendor payments, import transactions, and ensure proper accounting treatment.</li><li>Monitor receivables, perform aging analysis, and coordinate with sales teams for collections.</li><li>Conduct periodic reconciliation of vendor and customer accounts. 5. Budgeting, MIS &amp; Financial Planning</li><li>Assist in annual budgeting and rolling forecasts.</li><li>Provide financial analysis and reports to management (sales trends, cost analysis, profitability reports).</li><li>Develop and automate MIS for enhanced decision-making.</li></ul> Requirements: <ul><li>Minimum 10 years of experience in accounting/finance roles; at least 3–5 years in a senior or lead role.</li><li>Experience in pharma or manufacturing industry is highly preferred. •	Strong knowledge of accounting principles, tax laws, and cost accounting.</li><li>Hands-on experience with ERP systems (SAP, Oracle, Tally, etc.)</li><li>Proficiency in MS Excel and financial reporting tools. •	Strong analytical thinking and problem-solving skills.</li><li>Excellent communication, leadership, and organizational abilities. Nice to Have:</li><li>Experience in handling audits for pharmaceutical R&amp;D or DSIR-registered entities.</li><li>Knowledge of pharma-specific compliance (NPPA reporting, drug pricing, etc.)</li><li>Exposure to internal controls, SOX compliance, or process improvement initiatives.</li></ul>

Responsibilities: Quote and Order Management&nbsp; <ul><li>Interface with Customers for Quote request or Price inquiries and approval</li><li>Submit quotation request for pricing team approval.&nbsp;</li><li>Sales order entry, order confirmation &amp; expediting orders.</li><li>Order change and backlog price adjustment</li><li>On-going Backlog Management</li><li>Shipment release and follow up</li><li>Report and support past due backlog reduction</li><li>NPI - follow up with PM/Plant/Finance for part master and cost setup</li><li>Handle Sample order</li><li>Process RMA / Goods replacement</li></ul> Customer Service <ul><li>Handle customer enquiries &amp; complaints. Investigate and work with other departments to resolve customer issues in a timely manner.&nbsp;</li><li>Emails/Conference calls / Customer&nbsp;and company Plant Visits for critical delivery issues, expedition or projects.&nbsp;</li><li>Work out solutions on Customer’s special requirements, such as label, Customs process, packing &amp; etc.&nbsp;</li><li>NPS/VOC/Customer Service Survey Improvement Process. Identify and work on corrective actions to recurring issues.&nbsp;&nbsp;</li></ul> Customer Supply Chain Management&nbsp; <ul><li>Initiate Stock Requisition for customer advance order or buffer stock.</li><li>Work with Planning team on capacity adjustment in order to fulfill Customer’s demands</li><li>Consignment Stock Management/ Customer demand forecast monitoring and accuracy analysis</li><li>Manage customer forecast/demand and inventory level, work with Supply Chain to fulfill customer demand.&nbsp;</li><li>Negotiate with Customer for VMI liability and deadstock compensation.</li><li>Resolve logistics and custom issues with relevant functions</li></ul> Customer Credit and Billing Management <ul><li>Billing attainment</li><li>Follow up queries with Account Receivable</li><li>Coordinate with Finance and Customer to solve pass due invoices issue</li><li>Manage customer credit status &amp; escalate for any abnormal status</li><li>Apply credit release</li><li>Process Credit note / Debit Note</li></ul> Requirements: <ul><li>Bachelor’s degree is any related field.</li><li>Minimum 3 year of industry experience in customer service/order management.</li><li>Customer Focus.</li><li>Excellent communication skill. Able to interact with internal and external partners.</li><li>Problem solving skills</li><li>Team player with positive attitude.</li><li>Proactive, responsible and takes ownership of issues.</li><li>Able to work under pressure.</li><li>Self-motivated, independent and able to work with minimum supervision</li><li>Sense of urgency, analytical and able to multi-task under fast paced environment.</li></ul>

Role Description: <ul><li>Follow demand and capacity analysis, production control, and inventory control of main projects to meet the production, delivery demand, and cost, schedule requirements within the managers direction.</li></ul> Responsibilities: Production control&nbsp; <ul><li>Review resource allocation weekly and production plan monthly and monitor daily output.</li><li>Oversee material supply and ensure smooth production and avoid downtime</li></ul> Delivery performance <ul><li>Review the backlog and analyze the root cause of past due orders; oversee abnormal production status.</li><li>Prepare the related material and initiate the meeting to facilitate the department responsible for solving the issues.</li><li>Communicate with the sales office or other client entities in solving order change issues.</li></ul> Inventory control&nbsp; <ul><li>Checking and analyzing the inventory of raw material, components, and finished goods based on MPS.</li><li>Update MRP to component planner &amp; suppliers</li><li>Review the open purchasing affiliates order and take necessary action. (pull in, pull out, or cancellation); and update the new schedule of open purchasing orders to suppliers and deal with demand/capacity or current production/quality status to ensure smooth production and cost effectiveness.</li></ul> NG(no good) inventory clearance <ul><li>Follow up on block inventory and push owners to solve issues</li><li>Follow RMA closely on time</li></ul> LT reduction&nbsp; <ul><li>Capacity and demand analysis to ensure the LT will be reduced gradually.</li><li>Ensure the LT in SAP is accurate and stable.</li></ul> PO management <ul><li>Create and release PO based on aligned MPS</li><li>Communicate with the operation to ensure PO can be managed timely and accurate manner.</li></ul> Demand &amp; Capacity Analysis <ul><li>Communicate with customers and the global demand team.</li><li>Evaluate demand and capacity status from IBP.</li><li>Review the existing, new project, and migration project schedule to conduct effective control on demand and capacity and ensure resources can be available just in time.</li></ul> MPS (Master Production Schedule) &amp; MRP (Material Requirement Planning)&nbsp; <ul><li>Make MPS based on demand, capacity, stock policy, and material supply status.</li><li>Arrange incoming material and production based on MPS EHS</li><li>Attend EHS training, familiar with the companys emergency response plan.</li><li>Actively participate in and complete the department EHS target.</li></ul> Requirements: <ul><li>Bachelors degree.</li><li>5+ years of planning and working experience in electronics.</li></ul> Key Competencies&nbsp; <ul><li>Good Computer/office software skills, familiar with SAP, strong data processing and analysis.</li><li>Communication skills.</li><li>Open-minded.</li><li>Pressure management skills.</li><li>Teamwork.</li><li>Agility in handling emergencies and deadlines.</li><li>Patience.</li></ul>

Responsibilities: Project Leadership &amp; Execution <ul><li>Lead multiple medium- to high-complexity New Product Development projects with full end-to-end ownership.</li><li>Demonstrate strong cross-functional leadership across global and multicultural teams.</li><li>Promote a diverse and inclusive workplace by recognizing and valuing individual differences and perspectives.</li></ul> Stakeholder &amp; Communication Management <ul><li>Identify stakeholder expectations and establish effective communication cadences.</li><li>Develop and execute the Project Communication Plan.</li><li>Lead periodic management-level project reviews.</li><li>Report project progress, risks, and issues to leadership and stakeholders.</li></ul> Financial &amp; Economic Management <ul><li>Manage project capital, expense, and resource expenditures to meet financial targets.</li><li>Support economic analysis, including alternatives evaluation, variance analysis, and cost calculations.</li><li>Track and report project progress and product costs.</li></ul> Planning, Risk &amp; Change Management <ul><li>Develop detailed project schedules, resource plans, and budget forecasts.</li><li>Execute integrated change management and control processes.</li><li>Perform effective project risk management, including creation, monitoring, and mitigation of risks.</li><li>Identify, address, and resolve project issues and impediments proactively.</li></ul> Continuous Improvement &amp; Collaboration <ul><li>Drive continuous improvement of existing project processes and implementation of new project components.</li><li>Coordinate internal resources across departments to ensure projects are delivered on time, on cost, and on quality.</li><li>Collaborate with cross-functional teams for problem-solving and brainstorming initiatives.</li></ul> Requirements: Education &amp; Critical Experience <ul><li>Bachelor’s degree in Engineering with 12–15 years of professional experience</li><li>Master’s degree in Engineering with 10–12 years of professional experience.</li><li>5–6 years of project management experience in industrial product or hardware .development environments.</li><li>Proven experience managing distributed and multicultural teams.</li></ul> Competencies Must Have <ul><li>In-depth understanding of Toll Gate / Stage Gate product development processes.</li><li>Strong experience in project management strategy and execution.</li><li>Extensive experience in stakeholder and requirements management.</li><li>Exposure to manufacturing processes such as molding, stamping, and plating.</li><li>Excellent verbal and written English communication skills with the ability to communicate .globally at all organizational levels.</li><li>Proven expertise in project planning, execution, and delivery.</li><li>Strong leadership skills to drive collaboration, accountability, and results.</li><li>Ability to develop and manage communication plans and responsibility (RACI) matrices.</li><li>Proficiency in Microsoft Project.</li><li>Proficiency in MS Office tools (Excel, Word, PowerPoint).</li><li>Experience with project ROI analysis (NPV, IRR, Payback Period).</li></ul> Preferred <ul><li>Exposure to regulatory approval processes (UL, CSA, CQC, VDE, etc.).</li><li>Experience in the terminal and connector industry.</li><li>Exposure to Agile Project Management methodologies.</li><li>PMP certification or equivalent project management credentials.</li></ul>

Responsibilities: Project Leadership &amp; Execution <ul><li>Lead and manage 2–3 complex product development projects from initiation through launch.</li><li>Ensure projects align with approved project charters, internal processes, and customer expectations.</li><li>Provide strong leadership to cross-functional and geographically distributed teams.</li><li>Drive a diverse and inclusive workplace, recognizing and valuing individual differences and perspectives.</li></ul> Stakeholder Management <ul><li>Identify, engage, and manage internal and external stakeholders.</li><li>Establish and maintain regular communication cadences to ensure transparency and alignment.</li></ul> Financial &amp; Cost Management <ul><li>Manage project capital, operating expenses, and resource allocations.</li><li>Ensure adherence to project budgets and achievement of financial targets.</li><li>Support economic and financial analyses, including alternatives evaluation, variance analysis, and cost calculations.</li></ul> Risk &amp; Change Management <ul><li>Develop, monitor, and control comprehensive project risk management plans.</li><li>Execute integrated change management and control processes to manage scope, cost, and schedule changes.</li></ul> Planning &amp; Reporting <ul><li>Develop detailed project schedules, resource plans, and budget forecasts.</li><li>Track, monitor, and report project progress, timelines, and product costs.</li><li>Lead management-level project reviews and provide regular status updates.</li></ul> Continuous Improvement <ul><li>Proactively identify and resolve project issues and impediments.</li><li>Drive continuous improvement initiatives and implement new project components, tools, and processes.</li><li>Collaborate with cross-functional teams (CFTs) to support problem-solving and brainstorming activities.</li></ul> Education &amp; Critical Experience <ul><li>Bachelor’s or Master’s degree in Engineering.</li><li>15–18 years of total professional experience.</li><li>Minimum of 8 years of project management experience in industrial product or hardware development.</li><li>Proven experience managing distributed and multicultural teams.</li></ul> Requirements: Core Competencies Must Have <ul><li>In-depth knowledge of Toll Gate / Stage Gate product development processes.</li><li>Strong expertise in project management methodologies and execution.</li><li>Demonstrated leadership in team management, performance management, mentoring, and talent development.</li><li>Extensive experience in stakeholder and requirements management.</li><li>Exposure to manufacturing processes such as molding, stamping, and plating.</li><li>Excellent English communication skills (verbal and written) with the ability to communicate at all organizational levels globally.</li><li>Strong background in project planning, execution, and risk management.</li><li>Proven ability to collaborate across functions and drive results.</li><li>Ability to develop and manage communication plans and RACI matrices.</li><li>Proficiency in Microsoft Project and MS Office tools (Excel, Word, PowerPoint).</li><li>Experience conducting project ROI analysis (NPV, IRR, Payback Period).</li><li>PMP or equivalent project management certification.</li></ul> Preferred <ul><li>Exposure to regulatory approval processes (UL, CSA, CQC, VDE, etc.).</li><li>Experience in the terminal and connector industry or related product domains.</li><li>Familiarity with Agile project management methodologies.</li></ul>

Responsibilities: Primary Function : <ul><li>Lead the procurement function for Pringles plant at Bandar Enstek, Malaysia. Act as focal point between regional procurement and local plant team</li><li>Manage all local procurement activities, including ad hoc sourcing, negotiations and contracting for items not in scope for regional category manager, issue resolution, local supplier management, shipment expediting, materials claim management and etc.</li><li>Support the sourcing strategy of the regional and global procurement sourcing team.</li><li>Connect plant stakeholders with MSP (managed service provider) for IDM STP support (Source-to-PO)</li><li>Advocate the global procurement policies (GPP) and responsible to educate the BU requesters on the GPP policy and compliances</li><li>Work with BU stakeholders, Category Managers, Process and Systems Lead, Procurement Operations Lead to identify efficiency and cost reduction opportunities</li><li>Manage supplier relationship and performance</li></ul> Principal Duties &amp;&nbsp;Responsibilities : <ul><li>Deliver upon targets and KPIs set by snacks supply chain and regional procurement</li><li>Attend plant supply chain deployment meetings</li><li>Comply with GMP and continuously improve our Food Safety Programme</li><li>Participate in Regional Sourcing activities and ensure regional / local execution knowledge and strategic input</li><li>Lead the execution and implementation of procurement sourcing strategy</li><li>Leverage regional procurement team to drive values</li><li>Aid in local supplier searches</li><li>Manage interactions with key suppliers</li><li>Manage financial reporting of procurement function</li><li>Manage transactional coordinators and balances workload within the team</li><li>Ensure compliance with policies and procedures</li><li>Deliver policy and process trainings to key stakeholders</li><li>Work closely with key customers to communicate process</li><li>Use data from Process and Systems team to set targets and drive KPIs</li><li>Work with shared services to standardize and automate tactical activities over time</li><li>Suppliers KPIs and service quality and performance improvement plan</li></ul> Requirements: Professional : <ul><li>Undergraduate Degree Required and minimum of 7 years of related work experience within Procurement</li></ul> Technical/Functional: <ul><li>More of Procurement generalist than a specialist.</li><li>Knowledge of order to payment technologies (P2P, SAP) and other procurement digital tools.</li><li>Sound procurement skills (negotiation, supplier management).</li><li>General knowledge of the supplier market in associated country.</li><li>Comprehensive knowledge of purchasing and basic understanding of supply chain management.</li><li>Financial tracking and reporting skill.</li><li>Team player.</li><li>Passionate about process improvement.</li><li>Strong detail orientation.</li><li>Excels at continuous cost reduction/process improvement.</li><li>Excellent communication skills.</li><li>Strong stakeholder management skill.</li><li>Effective at cross-functional teamwork.</li><li>Computer literate with working knowledge of Microsoft Office including Word, Powerpoint and Excel.</li><li>Ability to navigate with ambiguity.</li><li>Ability to multi-task in a fast paced environment.</li><li>Ability to work independently and with a sense of urgency.</li><li>Comfortable with conflict.</li><li>Strong service oriented approach, with timely responsiveness.</li><li>Ability to engage and collaborate with team members and stakeholders from a distance.</li></ul>

Responsibilities: <ul><li>Management of finance team to ensure delivery of timely, accurate monthly accounts, preparation of the financial pack and KPIs.</li><li>The key focus will be to drive financial and business improvements in the Filter Products manufacturing site and to act as a business partner to the local GM and management team. Support is also required for the local Distribution business.</li><li>Review site month end financials, prepare variance analysis with supporting commentary consolidate for the Hungary region.</li><li>Drive site Gross margin and Non-productive spend initiatives.</li><li>Prepare and review customer and product analysis (pricing, revenue and margin).</li><li>Drive working capital improvements including cash collection and inventory management.</li><li>Ensure that standard costs are maintained and implemented across the product range in the Filter Products manufacturing site.</li><li>Review site control files and trial balances to ensure no financial risk to the business and instil robust financial controls.</li><li>Ensure that all sites comply with the Accounting Manual (EAM).</li><li>To support the businesses in the preparation of the annual Plan and quarterly forecasts for the region and associated presentations and packs.</li><li>Review of all capex appraisals pre sign off and follow up on actual spend v plan.</li><li>Attend and present the financials at the monthly operational reviews.</li><li>Legal and banking signatory for the Filter Products business and sign off monthly payroll run.</li><li>Review monthly FX hedging forecasts and submissions to Group Treasury</li><li>Deal with Group, SBU and Regional FD requests</li><li>Lead the preparation for the Hungarian internal and external audits.</li><li>Develop staff and identify training needs within the team. Document standard procedures.</li><li>Keeping the HSE-, fire safety- and hygiene rules, wearing the relevant personal protective equipment.</li><li>During the daily work meeting the expectations of the Integrated Management System regulations.</li></ul> Requirements: <ul><li>Educated to degree level (potentially in Finance, Accounting, or Economics); professional accounting qualification.</li><li>10 years PQ experience within a manufacturing environment is essential.</li><li>High level of numeracy and IT literate (Excel/PowerPoint).</li><li>Excellent English written and oral communication skills.</li><li>Audit background.</li><li>ERP system knowledge.</li><li>Project management knowledge and experience.</li></ul>

Role Description: <ul><li>As an advisor, you will have the opportunity to shape the future of financial advice and build lasting relationships with clients, leveraging our innovative, proven approach, proprietary research, and strong reputation—drivers of our significant growth in recent years.</li><li>Expanding our Advisory business is a strategic priority for our retail division, underscoring our commitment to broadening our reach and delivering even greater value to clients.</li></ul> Responsibilities: <ul><li>With general guidance, implements and may assist with developing standard advisory solutions to assigned clients and coordinates internal resources necessary to carry out solutions.</li><li>Prepares financial plans for clients within the following areas, including preretirement, retirement, insurance, tax planning, and estate planning.</li><li>Responsible for positioning discretionary management as a means for clients to implement their recommended plans and to realize the full value within the plan.</li><li>Serves as an enrollment specialist to assist qualified clients in their transition from a self-directed relationship to a managed account relationship.</li><li>Must be able to position the value of discretionary management, overcome objections, and redirect clients to other solutions when discretionary management isn’t appropriate.</li><li>Applies knowledge to ensure an up-to-date knowledge of and fluency in new capabilities related to investment advice, financial planning, and financial education.</li><li>May assist in identifying opportunities for improvement to present to managers for consideration.</li><li>Responsible for client satisfaction regarding a wide variety of basic solutions managed by advisory services for assigned clients and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations.</li><li>Serves as a client-facing expert on financial planning, portfolio construction, tax-efficient investing, and other advisory matters.</li><li>Has a basic understanding of how to determine a clients appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant.</li><li>Escalates potential issues to more senior staff.</li></ul> Requirements: <ul><li>Bachelors degree or the equivalent combination of education and relevant experience AND&nbsp;</li><li>2+ years of total relevant work experience.&nbsp;</li><li>Previous success in building relationships, uncovering needs, and recommending solutions.&nbsp;</li><li>Demonstrated organizational skills.&nbsp;</li><li>Strong written and verbal communication skills.</li></ul>

Skills

Industry

Location

Jobtitle

121 internal policy Jobs found

Maintenance Engineer

Finance Analyst

Sr Manager - Finance and Accounting

Customer Service Specialist

Supply Chain Analyst II

Staff Project Manager Engineer

Principal Project Manager Engineer

Procurement Operations Manager

Finance Controller

Financial Advisor

WhiteCrow
WhiteCrow is on a mission to connect companies with the best talent across the globe.

EMPLOYER

TALENT

COMPANY

Contact Us

JOBS BY SKILLS

JOBS BY FUNCTION

JOBS BY INDUSTRY

JOBS BY LOCATIONS

MODEL JOBS

JOBS BY CITY

Skills

Industry

Location

Jobtitle

121 internal policy Jobs found

Maintenance Engineer

Finance Analyst

Sr Manager - Finance and Accounting

Customer Service Specialist

Supply Chain Analyst II

Staff Project Manager Engineer

Principal Project Manager Engineer

Procurement Operations Manager

Finance Controller

Financial Advisor

WhiteCrow WhiteCrow is on a mission to connect companies with the best talent across the globe.

EMPLOYER

TALENT

COMPANY

Contact Us

JOBS BY SKILLS

JOBS BY FUNCTION

JOBS BY INDUSTRY

JOBS BY LOCATIONS

MODEL JOBS

JOBS BY CITY

WhiteCrow
WhiteCrow is on a mission to connect companies with the best talent across the globe.