Own the registration end to end, from pre-application consultation with the SC through submission, conditional approval and launch.
Act as the Responsible Person, the SC's named contact for the platform, and sign the system and operational readiness declaration before the platform may operate.
Build the operating company across technology, security, compliance and operations.
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Oversee the daily operations of the branch, ensuring efficient customer service, cashiering, and administrative processes.
Act as the Person-in-Charge (PIC) in the absence of the Branch Manager and ensure smooth branch operations.
Ensure compliance with company policies, Standard Operating Procedures (SOPs), and regulatory requirements while maintaining accurate documentation and audit readiness.
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Deliver reporting and accounting activities: Execute reporting, accounting and analytical processes accurately and on time in accordance with established standards, governance requirements and service expectations.
Perform financial analysis and reporting: Analyse financial information, identify trends, investigate variances and provide insights that support business and finance decision-making.
Manage tactical projects and initiatives: Lead or contribute to reporting, information management and data-related projects that improve finance delivery and business outcomes.
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Own the registration end to end, from pre-application consultation with the SC through submission, conditional approval and launch.
Act as the Responsible Person, the SC's named contact for the platform, and sign the system and operational readiness declaration before the platform may operate.
Build the operating company across technology, security, compliance and operations.
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Build and maintain strong relationships with clients especially Wealth/retail segment to understand their needs and objectives.
Present investment solutions to clients ensuring they align with their strategic goals.
Responsible for product approvals, segment approvals, preparation of term sheet, product highlight/ disclosure sheet, develop booking process as well as ensuring external policies and guidelines e.g. SC.
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Review and ensure revenue and direct cost are recognized in accordance with accounting standards and practices
Execute revenue related monthly closing activities and reconciliations and ensure proper and timely recording and accounting of revenue and its direct cost
Ensure accurate and timely delivery of monthly, quarterly and annual financial reports, including the analysis and commentary on major variances
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Candidates should possess strong skills in Financial Planning to design comprehensive, long-term client strategies.
Candidates should possess solid knowledge of Investments and Wealth Management Services to recommend appropriate solutions aligned with client goals and risk profiles.
Candidates should possess a good foundation in Finance to interpret financial data, market trends, and product features.
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Oversee the daily operations of the branch, ensuring efficient customer service, cashiering, and administrative processes.
Act as the Person-in-Charge (PIC) in the absence of the Branch Manager and ensure smooth branch operations.
Ensure compliance with company policies, Standard Operating Procedures (SOPs), and regulatory requirements while maintaining accurate documentation and audit readiness.
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Newvest Recoveries is looking for an Admin Recovery Executive to support our operations team. You'll work closely with the Manager and Head of Department, keeping the daily administrative engine of the department running smoothly while staying close to how a recoveries business actually operates.
This role suits someone who is organised, detail-oriented, and comfortable being the person who keeps things on track behind the scenes.
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Analyze and review live transactions within SLA that were flagged, identify trends & patterns that may signify suspicious or fraudulent activities, with knowledge of regulatory expectations
Assess potential name hits against sanctions lists to determine the acceptance or rejection of the transaction.
Establish any fraudulent patterns/indicators that may indicate that the account is compromised and/or in relation to scam related typologies.
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Prepare and consolidate monthly results (Management / Flash / Forecast) at standard costs
Collate and compile information and prepare budget of dedicated activity for Assistant Manager’s review. Involve in the yearly budget preparation and quarterly revisions
Prepare Gap analysis report between actual and estimates in relation with analytic control. Validate and perform 1st level of business analysis and carry out investigation appropriately and highlight to Assistant Manager/Finance Manager on any anomalies or significant deviation / trend noted
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