Job Summary: 

• Consulting and Advisory Services Delivery
• Provide consulting and advisory services to customers about SWIFT products and services, with a major focus on the SWIFT data analytics solutions suite
• Ensure responsible services are well-scoped and delivered on time and budget and in line with SWIFT's project management methodology
• Liaise with internal stakeholders for pre-delivery and post-delivery project follow-up - internal reporting, pre-sales, account management, customer support etc.
• Manage multiple projects simultaneously (i.e. Project kick-off planning, scheduling, coordination, and administration of engagements)
• Comply with internal quality assurance, reporting, and administration processes
• Master the SWIFT training portfolio on the various business domains - Payments and Cash Management, SWIFT for corporations, Treasury Management, Trade Finance, etc.
• Leverage knowledge acquired from the training portfolio
• Provide extended professional services by delivering training courses via the various training channels for the customer base
• Deliver internal training to APAC Professional Services colleagues and other teams to increase the level of business and financial services competency and knowledge

Skills on Resume:

• Consulting Delivery (Hard Skills)  
• Project Management (Hard Skills)  
• Stakeholder Liaising (Soft Skills)  
• Multi-Project Handling (Hard Skills)  
• Quality Compliance (Hard Skills)  
• Business Knowledge (Hard Skills)  
• Training Delivery (Soft Skills)  
• Team Coaching (Soft Skills)

Job Summary: 

• Support organizational assessment tasks by assisting with data collection and analytics related to the client’s organizational assessment
• Preparing client deliverables for review, participating in internal deliverable discussions
• Providing research related to the organizational assessment
• Increase engagement workflow efficiency via creative solutions such as developing high-caliber deliverables
• Developing organizational strategies and recommendations, or providing support to senior-level staff with various efficiency-promoting tasks
• Develop and implement change management and organizational strategies for the client
• Interact with clients in an organized and knowledgeable manner and build solid relationships
• Review client processes, procedures, reports, and other artifacts currently in place
• Help identify gaps in processes, procedures, reports, or other artifacts
• Collaborate across multiple work streams to leverage work and supporting evidence previously obtained during previous task orders
• Assist with the planning and management of document templates for program initiatives (e.g., program charter, change request, risk management plan, program management plan, and communication plan)

Skills on Resume: 

• Data Analysis (Hard Skills)  
• Client Reporting (Hard Skills)  
• Research Support (Hard Skills)  
• Workflow Efficiency (Soft Skills)  
• Strategy Development (Hard Skills)  
• Change Management (Hard Skills)  
• Client Interaction (Soft Skills)  
• Process Review (Hard Skills)

Job Summary: 

• Work on various projects at large, medium-sized, and smaller banks, insurance companies, and payment institutions
• Work most of the time at clients’ offices
• Learn about clients’ businesses and internal control processes
• Learn about new regulations and understand their impact on the institution (governance, processes, organization, people, and technology)
• Advise clients on their risk and regulatory agendas and help transform their businesses
• Be part of a team of consultants and help deliver client projects or work streams for larger transformation programs 
• Designing new target operating models
• Working on optimizing and simplifying processes
• Implementing a culture of a data-driven organization
• Using technologies and innovative solutions
• Working on workforce transformation to help clients reach their cost and productivity goals
• Discuss with the team to share ideas and keep learning and growing

Skills on Resume: 

• Client Projects (Hard Skills)  
• Onsite Support (Soft Skills)  
• Business Learning (Soft Skills)  
• Regulation Analysis (Hard Skills)  
• Risk Advisory (Hard Skills)  
• Process Design (Hard Skills)  
• Data Culture (Soft Skills)  
• Team Collaboration (Soft Skills)

Job Summary: 

• Conduct Financial Analysis for Clients
• Assist the Team in running and managing financial Workshops
• Provide consultation on clients’ financial and protection needs
• Prepare Comprehensive Financial Literacy Campaigns for Clients Across the Country
• Prospect for clients through networking and referrals
• Offer customers solutions related to Wealth Management, Retirement Plans, and Educational Savings Plans
• Provide insurance products and investment plans
• Developing and maintaining long-term relationships with clients
• Provide financial literacy and recommendations about wealth accumulation and legacy planning
• Ensure all branch staff and client interactions comply with FINRA regulations
• Expand personal knowledge and skills through ongoing professional development and joint work with fellow associates
• Providing after-sales service and lifelong commitment to clients and their families

Skills on Resume:

• Financial Analysis (Hard Skills)  
• Workshop Support (Soft Skills)  
• Client Consultation (Soft Skills)  
• Campaign Planning (Hard Skills)  
• Client Prospecting (Soft Skills)  
• Wealth Solutions (Hard Skills)  
• Regulatory Compliance (Hard Skills)  
• Relationship Building (Soft Skills)

Job Summary: 

• Functional knowledge of Pega for Financial Services and understanding of how to leverage the tool to meet complex process and reporting requirements
• Design, develop, test, document, and deploy high-quality business solutions and maintain security for Financial Services
• Manage the process of implementing improvements and new functionality 
• Handle numerous projects using proven project management methodologies and sound development practices to ensure the quality delivery of enterprise solutions
• Interfaced with business analysts and technical staff and was responsible for delivering complete work products
• Help clients improve their internal risk and capital management practices, both regarding risk measurement and management as well as sound governance
• Advise clients to develop a strategy to comply with new regulations
• Help clients implement procedures, processes, infrastructure, and governance to efficiently comply with regulations and business needs
• Tackle the challenges clients face in analyzing, controlling, and reporting their risk and financial data
• Participate in the career and performance development of the Deloitte team members
• Serving as a career counselor, training new junior consultants, and providing timely and specific performance feedback

Skills on Resume: 

• Pega Knowledge (Hard Skills)
• Solution Development (Hard Skills)
• Process Improvement (Hard Skills)
• Project Handling (Hard Skills)
• Stakeholder Communication (Soft Skills)
• Risk Advisory (Hard Skills)
• Regulatory Strategy (Hard Skills)
• Team Mentoring (Soft Skills)

Job Summary: 

• Establish and help clients achieve their financial goals
• Determine the current financial situation
• Customise insurance financial solutions according to client needs
• Build and maintain a clientele base
• Provide financial advice based on clients’ financial and protection needs
• Establish clients' objectives and needs and propose solutions to meet their goals
• Provide recommendations to clients on wealth accumulation and legacy planning
• Work hand-in-hand with the Product Owner and Development teams to deliver process improvements
• Work with multiple product owners to write and develop clear, non-implementation-specific epics, user stories, and acceptance criteria
• Support and contribute to the metrics-driven culture within the function

Skills on Resume:

• Goal Setting (Soft Skills)  
• Client Analysis (Hard Skills)  
• Insurance Planning (Hard Skills)  
• Client Management (Soft Skills)  
• Financial Advice (Hard Skills)  
• Wealth Planning (Hard Skills)  
• Process Design (Hard Skills)  
• Agile Writing (Hard Skills)

Job Summary: 

• Working full-cycle deals from demo to close
• Researching and targeting highly qualified leads from personal networks and word-of-mouth
• Learning and demoing the products to prospective customers
• Negotiating prices and contracts
• Gathering and presenting market insights from prospects and customers
• Provide one-stop personalized financial solutions
• Provide financial consulting, promotion, and cross-selling of various financial products and services
• Provide good after-sales service and conduct sales visits to potential customers nearby
• Ensure compliance with relevant policies, regulatory risks, and compliance matters
• Assist both corporate and individual clients with their risk and wealth management
• Work with clients to map the way and help them achieve their life goals
• Provide support and help clients stay prepared for life’s unexpected emergencies
• Partner with clients on a rewarding journey, empowering them to live healthier, longer, and better lives

Skills on Resume:

• Deal Closing (Hard Skills)  
• Lead Targeting (Soft Skills)  
• Product Demoing (Hard Skills)  
• Price Negotiation (Soft Skills)  
• Market Insights (Hard Skills)  
• Financial Consulting (Hard Skills)  
• Client Support (Soft Skills)  
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Customer Care from Acquisition to Customer Support
• Provide Customers with Financial Advice
• Initiative and Strategy to plan and schedule activities that will increase penetration to increase more Customers in Singapore and beyond
• Drive Customer Acquisition offline and online via various digital and social channels
• Care Management for a remarkable customer experience
• Project Management or Contract Management for specific projects relating to Customer Drive and Customer Acquisitions, Projects, and Events
• Provide updates on pre-actual and Post-activities related to customer engagements
• Lead the Administrative support to ensure customer satisfaction and business growth
• Analyze financial information obtained from clients to determine strategies, financial products, and services to help clients meet their financial objectives
• Building and maintaining a client base, keeping client plans up-to-date, and acquiring new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status
• Provide knowledgeable, objective financial guidance customized to consumer segments that demand high-quality service
• Sell financial products and services, including life insurance, annuities, and investment options

Skills on Resume: 

• Customer Care (Soft Skills)  
• Financial Advice (Hard Skills)  
• Acquisition Strategy (Hard Skills)  
• Digital Outreach (Hard Skills)  
• Experience Management (Soft Skills)  
• Project Handling (Hard Skills)  
• Client Analysis (Hard Skills)  
• Product Sales (Hard Skills)

Job Summary: 

• Assess clients’ financial situations, answering all finance-related questions, and addressing clients’ concerns
• Develop financial and insurance plans to help clients achieve their long-term and short-term financial goals
• Develop marketing strategies and promote all types of takaful contracts or suggest additions and changes to existing ones
• Evaluate a business or individual client's needs and financial status and propose a protection plan that meets their criteria
• Describe the advantages and disadvantages of different policies to promote the sale of insurance plans
• Work in consultant teams and actively participate in creating value for clients through various projects
• Support managers in delivering project assignments and play a role in managing client relationships
• Provide fact-based recommendations through research, interviews, and workshops, and present these through business proposals and slide presentations
• Leverage expertise and network to drive service offerings 
• Participate in the pursuit of new business opportunities (development of offerings, proposal preparations, contract negotiations)

Skills on Resume: 

• Client Assessment (Hard Skills)  
• Goal Planning (Hard Skills)  
• Marketing Strategy (Hard Skills)  
• Needs Evaluation (Hard Skills)  
• Policy Promotion (Soft Skills)  
• Team Consulting (Soft Skills)  
• Client Support (Soft Skills)  
• Proposal Development (Hard Skills)

Job Summary: 

• Conduct research, data collection, and analysis of the needs and preferences of new and existing clients through interviews and workshops
• Translate client requirements into well-formulated solutions
• Present findings and recommendations to the client using business proposals and presentation decks
• Document the project into systems and processes for management review
• Close interaction with clients through regular project updates and networking
• Pre-sales consulting for new customer opportunities, drawing on knowledge of the Financial Services Sector (primarily focused on Retail, Wealth, and Corporate Services)
• Fee-earning consulting on customer engagements, working in a client-side advisory role, and providing leadership to a cross-functional Kainos delivery engagement
• Undertaking ongoing business development activities to support revenue growth and diversification within existing accounts
• Support the sale and delivery of existing and emerging offerings (e.g., Cloud, Data, AI, and RPA)
• Leading and contributing to the creation of new or tailored offerings specific to the Financial Services sector

Skills on Resume: 

• Client Research (Hard Skills)  
• Solution Design (Hard Skills)  
• Findings Presentation (Hard Skills)  
• Project Documentation (Hard Skills)  
• Client Engagement (Soft Skills)  
• Pre-Sales Consulting (Hard Skills)  
• Business Development (Soft Skills)  
• Offering Creation (Hard Skills)

Job Summary: 

• Proactively call and take calls from new and existing insurance and investment clients, to provide holistic advice
• Engage with individual insurance and investment clients over the phone and through digital tools, with a focus on identifying needs and recommending solutions aligned with their goals
• Assess clients’ financial needs and recommend an appropriate investment and insurance solution to meet those needs
• Help clients be ‘retirement ready’ through the use of planning tools
• Conduct investment risk assessments and provide solutions aligned with their investment profile
• Work closely with the Branch Manager and support teams to stay current on product and regulatory updates
• Maintain registration and licensing in good standing as an MFDA dealing representative and Insurance Advisor across all provinces and territories
• Contribute to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience and products and services offered
• Foster and participate in a work environment that values people, invites creativity, celebrates learning and accountability, and encourages employee engagement
• Guided clients in determining their financial needs and goals through a structured approach
• Analyze clients’ financial portfolios and provide financial advice based on needs and objectives
• Follow up with clients constantly to re-evaluate their current condition and future objectives
• Maintain and develop positive relationships with clients

Skills on Resume: 

• Client Calling (Soft Skills)  
• Needs Assessment (Hard Skills)  
• Goal Planning (Hard Skills)  
• Risk Analysis (Hard Skills)  
• Regulatory Knowledge (Hard Skills)  
• Team Collaboration (Soft Skills)  
• Process Improvement (Soft Skills)  
• Relationship Building (Soft Skills)

Job Summary: 

• Worked with diverse teams across the business to win, design, plan, and deliver projects to help clients solve some of their most challenging problems
• Manage team performance to achieve a high standard of client service
• Connect with the local and global financial services network to understand and customize the sector-specific solutions
• Share knowledge and draw on the skills of other EY subject matter specialists
• Effectively communicate and develop relationships with a wide range of internal and external stakeholders across all levels
• Understand customers’ financial positions, needs and objectives
• Develop and maintain genuine and long-term relationships with clients
• Engage and provide professional advice on wealth and business matters
• Develop skills through a comprehensive training program
• Keep updated with current market developments, investment instruments, and other areas that can affect the market
• Develop a holistic approach to increase the level of trust
• Sustainably implement strategic decisions and enhance efficiency

Skills on Resume: 

• Project Delivery (Hard Skills)  
• Team Management (Soft Skills)  
• Sector Solutions (Hard Skills)  
• Knowledge Sharing (Soft Skills)  
• Stakeholder Communication (Soft Skills)  
• Client Understanding (Hard Skills)  
• Relationship Building (Soft Skills)  
• Market Awareness (Hard Skills)

Job Summary: 

• Project Management, Business Analysis, Facilitation across the end-to-end change business transformation and change lifecycle
• Strategy definition leading to large-scale program mobilization and delivery
• Operating model design and transition to the next generation
• Definition and implementation of industry regulation, digital strategy, customer journey and service design, intelligent automation, org design and service delivery, process simplification, digitalization, and improvement
• Research and analysis and creation of thought leadership across Digital, AI, Future of Operations, and Work
• Participate in and successfully deliver on projects for clients within the financial services industry
• Participate in the development of the financial services practice
• Contributing to the development of points of view and white papers for capability testimonials for clients and prospects within the financial services industry
• Take part in the day-to-day challenges that an entrepreneurial, professional, and successful team drives
• Respond to clients' needs by delivering high-quality services across various types of projects

Skills on Resume: 

• Project Management (Hard Skills)  
• Business Analysis (Hard Skills)  
• Strategy Delivery (Hard Skills)  
• Model Design (Hard Skills)  
• Process Improvement (Hard Skills)  
• Research Insights (Hard Skills)  
• Client Service (Soft Skills)  
• Thought Leadership (Soft Skills)

Job Summary: 

• Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning Services
• Develop and execute marketing strategies to attract and engage target audiences that will attract client prospects to build a practice
• Schedule and conduct financial planning and advice meetings with clients and client prospects
• Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals
• Utilize data analytics resources as tools to enhance efficiency and goal attainment
• Assist in updating and maintaining financial plans
• Collaborate with the team and beyond to solve client inquiries
• Assist in defining strategy, target operating models, and design processes
• Advise on systems and solutions based on client needs and business requirements
• Perform market studies and benchmarking exercises
• Review and support internal control functions (Risk Management and Compliance)
• Prepare material to assist the business development of the team such as service presentations or external and internal training
• Develop strong expertise in the regulatory and operational framework as well as market practice related to the Alternative Investment industry

Skills on Resume: 

• Investment Solutions (Hard Skills)  
• Marketing Strategy (Hard Skills)  
• Client Engagement (Soft Skills)  
• Data Analytics (Hard Skills)  
• Financial Planning (Hard Skills)  
• Process Design (Hard Skills)  
• Risk Compliance (Hard Skills)  
• Business Development (Soft Skills)

Job Summary: 

• Acquire prospects and find leads through online or offline strategies
• Provide advice according to the client's finances and personal needs
• Maintain professionalism when advising and assisting clients with claims
• Follow the career roadmap in mastering both sales and recruitment
• Committing to the Sales Builder system
• Manage relationships with clients and identify clients' needs and requirements
• Utilize financial instruments to analyze clients' portfolios
• Research relevant markets and identify trends and patterns
• Monitor portfolio performance and recommend corrective measures
• Assist the client to grow and maximize their financial portfolio
• Assist in business development and acquiring new clients through various existing platforms
• Being part of a project team to provide support on the optimization of the client`s performance in fields such as organization, project management, operational tasks, process implementation, or data analytics

Skills on Resume: 

• Lead Generation (Hard Skills)  
• Client Advising (Soft Skills)  
• Claims Support (Soft Skills)  
• Sales Mastery (Hard Skills)  
• Relationship Management (Soft Skills)  
• Portfolio Analysis (Hard Skills)  
• Market Research (Hard Skills)  
• Performance Optimization (Hard Skills)

Job Summary: 

• Working within a team to support multiple financial services clients with registration projects, completing relevant contract documents
• Building and maintaining strong relationships with suppliers, third parties, and colleagues
• Maintaining internal records and client reports effectively
• Liaising with third-party organizations both nationally and internationally to organize the completion of tasks to agreed deadlines
• Updating the team regularly on any client changes
• Identifying business opportunities with existing clients and passing them along to the Sales team
• Working with colleagues to improve the service provided
• Working with new and established clients on a range of projects
• Using data analysis and data mapping to develop issue-resolution strategies
• Managing client relations and consulting with large banks and Fintech organizations
• Working to project timelines and ensuring project success
• Working as part of a tight-knit team on consultancy projects
• Learning new technical skills for data analysis

Skills on Resume: 

• Project Support (Hard Skills)  
• Relationship Building (Soft Skills)  
• Record Maintenance (Hard Skills)  
• Task Coordination (Soft Skills)  
• Opportunity Identification (Soft Skills)  
• Data Analysis (Hard Skills)  
• Client Consulting (Hard Skills)  
• Team Collaboration (Soft Skills)