Resourceful and flexible, able to respond in a rapidly changing environment.
Portfolio manager of large global macro multi asset portfolios for Prudential life entities and other institutional clients.
Manage portfolio based on the team’s views in accordance with mandate guidelines, and achieve overall strong investment performance against agreed risk budgets and alpha targets.
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Financial Management & Reporting – Lead month-end and year-end closings, ensuring timely, accurate reporting aligned with Singapore Financial Reporting Standards. Oversee proper accounting for grants, donations, and fund utilisation.
Controls & Compliance – Establish and strengthen financial policies, processes, and internal controls. Be the main liaison for internal and external audits, and drive continuous improvements in systems and workflows.
Governance Support – Coordinate statutory filings, maintain records of board and committee meetings, and ensure adherence to governance and regulatory requirements.
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Act as the Chairman's firstpoint of coordination for business, personal and family matters.
Proactively manage the Chairman's diary, including business meetings, personal appointments, family commitments, travel arrangements and follow-up actions.
Arrange meetings with banks, investment managers, lawyers, accountants, tax advisers, trustees, corporate service providers and other external parties.
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To assist cash management relationship manager in managing the bank’s corporate client portfolio, e.g. conducting financial spreading and analysis, managing clients’ queries and problem resolution in timely manner, liaising with internal cross-function department locally and overseas
To perform KYC check with full diligence and adhere to compliance procedures and reporting in accordance with the bank’s framework
To conduct cash management case studies research project, so as to identify industry trend and current update to cross border settlement solution
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Proactively prospect, qualify, and secure high-value business opportunities from new clients where no historical relationship exists, effectively managing and growing a robust sales pipeline.
Conduct thorough needs assessments to identify client pain points, goals, and requirements, positioning our suite of products and solutions as key tools to meet these objectives.
Work seamlessly with SDRs to ensure an efficient handoff process and strategic follow-up on pre-qualified leads, optimising the client journey from initial contact to deal close.
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