Team Leader Corporate Administration

Assistant Team Leader - Fund Services

Compliance Officer

Finance Operations and Risk Coordinator

Assistant VP/Manager, Relationship Manager

Investment Analyst

Emerging Corp Relationship Manager

Assistant Vice President / Vice President, Client Advisor 

Balance Sheet Management Lead Analyst- Treasury Liquidity

Senior Downstream Advisor (Relocation to Saudi Arabia)

Responsibilities: Responsible for the following tasks for client portfolio: <ul><li>Comprehensive administration and company secretarial matters of a portfolio of companies/ trusts/ foundations/ others, allocated to the team and its daily supervision</li><li>Manage and maintain client relationship through regular calls and ensuring consistent and quality of service level. Obtaining client feedback on a regular basis and working towards improving the service based on feedback received.</li><li>Inform management and compliance department all matters involving litigation, potential litigation, claims, potential claims, complaints against the company.</li><li>Meeting statutory deadlines for filing of accounts, TRC, CRS, FATCA amongst others including annual payments for ROC and FSC.</li><li>Cross selling of internal/group products (for example, Tax, Accounting, Payroll, Funds, Actuarial, Captive Insurance).</li><li>Finding opportunities for client’s business growth while maintaining confidentiality. Involve in the onboarding of prospective businesses together with Business Development team, especially through referral from existing clients and/or business partners.</li></ul> Responsible for the monitoring and delivery of: <ul><li>Compliance with all internal policies and procedures.</li><li>Files are being properly maintained as per required standard and in compliance with all statutory requirements including update of relevant softwares/records.</li><li>Budget Monitoring – Ensuring that monthly/quarterly budget is met.</li><li>Invoicing and monitoring of timesheet/ WIP – preparation/ approval of invoices, validation of invoices and ensure deadline to bill the client is met.</li><li>Debtors Management - chasing clients for payments when required and managing debtors’ days.</li><li>Keeping up to date with all relevant laws and regulations applicable to the industry.</li><li>Overall monitoring and delivery of specific information for the entire department as may be assigned by Management (e.g New Initiatives, Resources/Training, Financial, Software update, Statistics)</li></ul> Responsible for managing a team of administrators: <ul><li>Motivate team members, conduct appraisal and regular meetings.</li><li>Train and develop team members to continually improve their performance. Supervise the team members to ensure they always comply with statutory regulations and company’s policy and procedures. Promote positive attitude and develop team spirit through recognition and intrinsic reward.</li><li>Coach and develop team members with a view to build a culture based on our client Capital values, and by extension to our client core values.</li><li>Be committed to excellence and promote efficiency by setting personal example of corporate values (Agility, Pioneering &amp; Excellence)</li><li>Approve leaves for team members on Leaves Management System. Ensure proper planning of staff in the team</li></ul> Requirements: <ul><li>Holder of a relevant degree (e.g. Management, Law, International Business, Finance).</li><li>At least 5 years of working experience in the Global Business Sector; in addition, either&nbsp;ICSA, ACCA.</li><li>Ongoing development of technical knowledge.</li><li>Previous experience in supervising role will be an advantage.</li></ul>

Responsibilities: <ul><li>Supervise a team of Senior Associates and Associates to ensure delivery of services in accordance with SLA and ISAE 3402 processes.</li><li>Ensure financial statements are prepared in accordance with applicable accounting standards, review accounting records to ensure accuracy.</li><li>Ensure that financial statements are approved and filed within deadlines.</li><li>Assist the auditors in their audit field work and liaising with them regarding queries raised with regard to FS finalisation.</li><li>Assist the tax team in tax computation and tax filing.</li><li>Review to ensure accuracy: lnvestor Reports, NAV calculation, Investors portfolio, Capital account statement, income tax, VAT, NPS, PAYE, ROE, TDS, others returns etc as appropriate.</li><li>Assist in any special/ad hoc assignments, special client or internal projects as may be requested from time to time. E.g cordinating and reviewing surveys, lnternal Reporting, etc.</li><li>Ensure all client companies are administered in compliance with relevant laws, rules, regulations, constitutive documents, SLA and ISAE 3402 processes, including company policies and procedures.</li><li>To monitor, assist and give support to staff in maintaining statutory records, perform secretarial duties, compliance control procedures (QCC, administrators compliance report), proper scanning filing and updating information on system.</li><li>To supervise and review the whole process of meetings (Board/Shareholders/Committee), including sending notices, agenda, board packs, minutes and matters arising.&nbsp;</li><li>Ensure deadlines with SLA are met.</li><li>Attend internal and external meetings as required.&nbsp;</li><li>Proactively strengthen the relationship with clients to develop rapport and facilitate effective two-way communication between the team.</li><li>Deal with issues and queries from clients in a professional and timely manner.&nbsp;</li><li>Prompt escalation for any issues identified.</li><li>Train and develop team members to continually improve their performance.&nbsp;</li><li>Supervise the team members to ensure they always comply with statutory regulation and companys policy and procedures.&nbsp;</li><li>To promote positive attitude and develop team spirit.</li><li>Assist in the research and implementation of new policies or procedures that can improve the work processes to maximize efficiency.&nbsp;</li><li>Participate in Group meetings and share ideas about how to improve the organisation.</li><li>Work in collaboration with other business units to cross sell other Group services and additional services to clients, coming up with solution to provide effective support.</li><li>Be committed to excellence and promote efficiency by setting personal example of corporate values (Agility, Pioneering &amp; Excellence).&nbsp;</li><li>Show and promote positive attitude.</li></ul> Requirements: <ul><li>Bachelor Degree in Accounting, Finance, Economics or related field</li><li>Minimum 5 years working experience, including 1 year experience at supervisory level</li><li>ACCA, ACA, CFA would be an advantage</li><li>Strong interpersonal, analytical and leadership skills</li><li>Excellent communication skills (written or oral) both in French and English</li><li>Good relationship management - people and clients</li></ul>

Role Description: <ul><li>Division / Department :Audit</li><li>The Compliance Officers objective is to ensure that the organization operates ethically and within legal and regulatory boundaries, while minimizing the risk of non-compliance and associated penalties.</li></ul> Responsibilities: <ul><li>Develop and implement policies and procedures to ensure compliance with relevant laws and regulations.</li><li>Conduct regular audits and risk assessments to identify potential compliance issues.</li><li>Provide guidance and training to employees on compliance matters.</li><li>Investigate and report any compliance violations or suspected violations.</li><li>Recommend corrective actions to address compliance issues and prevent future violations.</li><li>Keep up-to-date with changes in regulations and laws that may affect the organizations compliance obligations.</li><li>Work with other departments and stakeholders to ensure that compliance is integrated into all business processes.</li><li>Maintain records and documentation related to compliance activities.</li></ul> Requirements: <ul><li>5- 7 years of experience.</li><li>Must have experience with listed company.</li><li>Must have experience with investment /holding company.</li><li>Industrial / manufacturing is plus.</li><li>Arabic speaking.</li></ul>

Responsibilities: <ul><li>Manage a team of people</li><li>Responsible for representing Global Controllers in Operational Risk Group meetings and coordinating requirements across Global Controllers; driving standardization</li><li>Develop frameworks and implement governance &amp; oversight activities to ensure Controller adherence to Operational Risk requirements</li><li>Managing Risk Identification, MRI, KOR and KI process for Controllers and reporting results to the Global Functions In-Business Senior Operational Risk Managers.</li><li>Monitoring, analyzing and reporting the Key Indicators and Reporting Risk Appetite Universal Key Indicators for Controllers</li><li>Assist with the management, maintenance and oversight of the Reporting Risk Appetite assessment and process</li><li>Participation in Ops Risk working group meetings</li><li>Assist with the preparation and consolidation of Controller inputs for the Finance Business Risk, Compliance &amp; Control (BRCC) Committee deck.</li><li>Oversee teams responsibilities relating to Scenario Analysis, Operational Risk Events and other Ops Risk related processes.</li><li>Provide support to the Controllers organizations with queries relating to ops risk related matters, scenario analysis or regulatory inventory mapping (RIM).</li><li>Performs other duties and functions as assigned.</li></ul> Requirements: <ul><li>10+ years relevant experience with issue management and operational risk</li><li>Strong understanding of Companys Risk and Companys Risk &amp; Control platform and the Operational Risk Policy, all associated standards and central procedures.</li><li>Strong understanding of Operational Risk &amp; Control environment</li><li>Strong ability to understand complex business processes and identify root causes for problems</li><li>Ability to develop &amp; communicate senior level reports outlining problems and recommending solutions to resolve</li><li>Excellent written and verbal communication skills</li><li>Ability to perform under pressure</li><li>Ability to function independently</li><li>Proficiency with MS Office Word, Excel and PowerPoint applications</li><li>Bachelor’s degree, potentially Master’s degree or equivalent experience</li></ul>

Responsibilities: <ul><li>You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOBs mass-affluent customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.</li><li>Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB’s clients</li><li>Develop and deepen relationships with clients who have been assigned to you</li><li>Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)</li></ul> Requirements: <ul><li>A recognised university degree</li><li>At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considered for a more senior position</li><li>Good knowledge of wealth management &amp; investment products</li><li>Results-oriented, dynamic and self-driven</li><li>Competent in engaging and managing internal and external clients</li><li>Proven ability to exceed sales target</li><li>Resourceful and able to work with minimal supervision</li></ul>

Job Role: <ul><li>The Investment Banking Senior Analyst is responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.&nbsp;</li><li>The Investment Banking Senior Analyst also serves as an intermediary in trading for clients.&nbsp;</li><li>The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.</li></ul> Responsibilities: <ul><li>Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking team.</li><li>Responsible for organizing and analysing sophisticated financial data used in client proposals and strategic plans.</li><li>Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals.</li><li>Conduct economic/financial research.</li><li>Evaluate company’s financial performance compared to overall industry and market trends.</li><li>Build complex financial models for valuation purposes.</li><li>Analyze the market value of a company.</li><li>Deter the equity return through IRR calculation.</li><li>Determine the cash flow of the company.</li><li>Determine the debt service limitation of a company.</li><li>Analyze the risk for the financial buyer.</li></ul> Requirements: <ul><li>Bachelors/University degree or equivalent experience</li><li>Bachelors degree with concentration of economics, finance or business administration; Professional experience or related occupation.</li><li>Strong financial background, ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated</li></ul>

Responsibilities: <ul><li>Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations</li><li>Introduces solutions to clients in building and strengthening an effective portfolio;</li><li>Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs</li><li>Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met;</li><li>Identifies cross-sell opportunities to deepen and increase share of wallet;</li><li>Maximizes client experience by proactive sharing markets updates, trend and intelligence;</li><li>Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate</li><li>Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB)</li><li>Networks with clients to identify avenues for new business opportunities;</li><li>Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes</li><li>Ensures compliance with regulatory requirements and the bank’s policies / guidelines at all time</li><li>Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding the bank, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul> Requirements: <ul><li>6-10 years of experience</li><li>Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients</li><li>Demonstrates sound credit skills by being able to structure more complex deals, which can include capital market transactions</li><li>Demonstrates advanced level of Early Warning Detection skills</li><li>Demonstrates advanced credit skills; able to structure all type of credit deals</li><li>Ability to work effectively in team setting</li><li>Ability to coordinate multi-functional teams to provide an exceptional client experience.</li><li>Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)</li><li>Ability to work under pressure while making sound decisions</li><li>Highly focused, able to rapidly identify key priorities, clearly communicate the priorities</li><li>A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience</li><li>Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.</li><li>Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients</li><li>Able to quickly adapt priorities based on the latest data insights</li></ul> Education: <ul><li>Bachelor’s/University degree, Masters degree preferred</li></ul>

Responsibilities: <ul><li>You will be part of a group of highly trained financial professionals. </li><li>You will be trained in the Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.&nbsp;</li><li>You will be required to provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients in various market segments.&nbsp;</li><li>You will provide customers with timely information, advice and recommendations to fit their requirements.&nbsp;</li><li>Building and maintaining long-term relationships with your clients is a key factor for success in this role.</li><li>You will be trained in the Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.</li><li>To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients for various market segments.</li><li>To provide customers with timely information, advice and recommendations to fit their requirements.</li><li>Building and maintaining long-term relationships with your clients is a key factor for success in this role.</li></ul> Requirements: <ul><li>A recognized university degree.</li><li>At least 3 - 8 years of relevant experience in the banking / financial industry, experienced in financial &amp; investment product sales for Junior Client Advisor role.</li><li>Candidates with at least 5 years of relevant experience will be considered for Senior Client Advisor role.</li><li>Good knowledge of wealth management &amp; investment products.</li><li>Self-motivated, with strong sales drive &amp; energy.</li><li>Experience / Ability to liaise with clientele from respective markets Greater China / Indonesia / Thailand etc.</li><li>Ability to travel regionally if required.</li><li>Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A HI)</li></ul>

Responsibilities: <ul><li>Contributes to the liquidity, balance sheet and interest rate risk management of consolidated , CBNA and non-bank entities.</li><li>May focus on securities investment strategies or, separately, the measurement of business returns and capital allocation.</li><li>Gains exposure to and learn about balance sheet, liquidity management, interest rate risk and investment activities as well as business products.</li><li>Contributes to enhancing processes to manage these exposures in a well governed environment and includes the following:</li><li>Advises on procedures to enhance reporting and decision making in a given subject area and integrating with other team members to accomplish these plans</li><li>Improves process efficiencies in assistance of businesses and broader Finance to effectuate increased transparency and more efficient financial resource allocation</li><li>Performs other duties and functions as assigned.</li><li>Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding , its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul> Requirements: <ul><li>Bachelors degree in Finance, Accounting or other related fields</li><li>5-8 years relevant experience</li><li>Advanced quantitative and presentation skills, with attention to detail and advanced knowledge of Microsoft Excel, Power Point and Access, and ability to work with large volumes of data leveraging spreadsheets and models</li><li>Excersices effective project management,relationship building and communication skills</li><li>Take ownership and execute on deliverables</li><li>Team player with an ability to work well with others in a fast-paced, high energy environment</li></ul>

Role Description: <ul><li>Company is seeking a Senior Downstream Advisor for its Downstream Strategies Group in its Strategy &amp; Market Analysis function.</li><li>This strategy role advises Corporate and Executive Management on strategic matters related to the Downstream business, and guides the development of companies Downstream strategy and investment plan.</li><li>The role covers Downstream areas such as chemicals, refining, retail, fuels and trading.&nbsp;</li></ul> Responsibilities: <ul><li>Advise and guide the development of Downstream strategic goals and plans to the CEO and members of Corporate and Executive Management.&nbsp;</li><li>Act as a focal point for Downstream strategies with the Downstream business, guiding strategic and business planning and ensuring business strategies are aligned with Corporate strategies.</li><li>Conduct strategic fit assessments and analyses for downstream projects and business development opportunities as well as advise in setting strategic direction and contributing to the Company’s investment plan.</li><li>Review Downstream’s operating plan and contribute to annual business plan refresh to ensure its alignment with the Company’s strategy.</li><li>Build and maintain strong relationships with internal stakeholders, including decision makers in the Downstream business as well as external stakeholders including consultancies, industry experts, and leading organizations.</li><li>Represent the company at relevant internal and external conferences and seminars and preparing presentations.</li><li>Monitor developments in the Downstream sector and recommend actions.</li><li>Benchmark Downstream’s performance and related processes, practices and technologies against relevant companies in the region and around the world.</li><li>Initiate research and studies on topics that could impact Downstream’s competitive advantage, preparing analyses and presentations for Corporate and Executive Management and various Committees.</li></ul> Requirements: <ul><li>The ideal candidate will have 10+ years of experience in the Downstream petroleum industry with consulting experience in a major international consulting firm.</li><li>Experience in at least two of the following Downstream areas: Chemicals (preferred), refining, retail and fuels, and trading.&nbsp;</li><li>The candidate will have a Bachelor’s degree in Chemical Engineering, Economics, Business Administration, Financial Management or closely related disciplines from a top-tier institution. In addition, relevant graduate degree is highly desirable.</li><li>Global or multi-national business experience with developed multi-cultural sensitivity.</li><li>Must have experience developing and delivering strategic insights, investment and market analysis, and business strategies for a major integrated downstream business.</li><li>Experience presenting to Corporate and Executive Management, Board of Directors and wider audiences.</li><li>Must have a proven ability to build and maintain positive, effective networks with internal and external stakeholders at all organizational levels.</li><li>Experience in leading and managing multi-disciplinary teams to deliver business strategies and plans is desirable.</li><li>Experience with Mergers &amp; Acquisitions in the Downstream sector is highly desirable.</li><li>Must be proficient with Microsoft Office, especially with Word, Excel, and Power Point.</li><li>Excellent English written and oral communication skills are essential.</li></ul>

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377 investment management Jobs found

Team Leader Corporate Administration

Assistant Team Leader - Fund Services

Compliance Officer

Finance Operations and Risk Coordinator

Assistant VP/Manager, Relationship Manager

Investment Analyst

Emerging Corp Relationship Manager

Assistant Vice President / Vice President, Client Advisor

Balance Sheet Management Lead Analyst- Treasury Liquidity

Senior Downstream Advisor (Relocation to Saudi Arabia)

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Skills

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377 investment management Jobs found

Team Leader Corporate Administration

Assistant Team Leader - Fund Services

Compliance Officer

Finance Operations and Risk Coordinator

Assistant VP/Manager, Relationship Manager

Investment Analyst

Emerging Corp Relationship Manager

Assistant Vice President / Vice President, Client Advisor

Balance Sheet Management Lead Analyst- Treasury Liquidity

Senior Downstream Advisor (Relocation to Saudi Arabia)

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

EMPLOYER

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Contact Us

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