To solicit business/sourcing for new clients and to structure financing requirements according to specific Customer requirements.
To implement initiatives set under the business direction of the Section and Department.
Delivery of business objectives and targets of the Section and Department as set by the Head via assisting the Head in planning and participating in team activities.
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Managing key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
Acquiring and deepening relationships with New to Bank Priority Bank Clients to identify business opportunities related to own core business products or refer to supporting channels.
Marketing and promoting a wide range of banking products and services, i.e. unit trusts, bancassurance other retail banking products to potential clients with a starting Asset under Management (AUM) of > 250k and above.
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Day-to-Day Accounting: Record daily financial transactions, prepare journal entries, and maintain the general ledger system (FULL SET).
Month-End & Year-End Close: Execute month-end and year-end closing activities, including accruals, prepayments, and intercompany transactions within strict deadlines.
Balance Sheet Reconciliations: Prepare and review monthly balance sheet schedules and bank reconciliations to ensure accuracy and resolve variances promptly.
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Company Description FinAIMS is a financial services company established in 2018, committed to helping clients achieve their financial goals at every stage of life. Backed by more than 50 years of combined industry experience, the team offers a wide range of financial services that support long-term financial well-being. The company focuses on creating a lasting positive impact for clients and team members through strong values, passion, and client-centric service. FinAIMS provides continuous professional development, exposure to personal finance management, and opportunities to explore a career in financial consulting or earn additional income. Interested individuals can learn more about career opportunities and services by visiting https://finaims.com/.
Role Description
FinAIMS is looking for an Investment & Business Intern who is curious about financial markets, investments and how a financial services business operates.
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Day-to-Day Accounting: Record daily financial transactions, prepare journal entries, and maintain the general ledger system (FULL SET).
Month-End & Year-End Close: Execute month-end and year-end closing activities, including accruals, prepayments, and intercompany transactions within strict deadlines.
Balance Sheet Reconciliations: Prepare and review monthly balance sheet schedules and bank reconciliations to ensure accuracy and resolve variances promptly.
...
If you are looking to excel and make a difference, take a closer look at us…
We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.