Top Tech Jobs & Startup Jobs

Provide tailored financial advice to high-net-worth clients, grow assets under management through relationship management and new-client acquisition, generate fee-based revenue, monitor market and regulatory developments, and ensure compliance with bank policies and regulations.

Lead cost management, budgeting, forecasting and monthly Opex reporting. Manage Capex governance, track CERs and post-project ROI, maintain ERP/EPM systems, support finance system users, and drive strategic cost optimization and AI-enabled finance initiatives while presenting insights to senior leadership.

Prepare monthly and quarterly management reporting and variance analysis for Board and Management Committee. Track profitability, margins and customer-driven balance sheet impacts. Perform competitor benchmarking, maintain competitor data repositories, deliver rapid-response analysis after earnings, support ad-hoc CFO requests, and help integrate generative AI and modern visualization tools to automate reporting and enhance data storytelling.

Provide tailored financial advice to high-net-worth clients by assessing risk tolerance and objectives, sell wealth management products to grow AUM, stay abreast of market and regulatory changes, ensure compliance with bank policies and regulations, and build relationships to generate fee-based income and support bank initiatives.

Provide tailored financial advice through discovery sessions, grow assets under management by acquiring and managing high-net-worth clients, generate fee-based revenue through wealth products, monitor market and regulatory changes, and ensure strict compliance with bank policies and industry regulations.

Drive deposit acquisition by generating and qualifying leads, developing client referrals and customised proposals, conducting sales calls and trainings, managing pipeline, reporting activities, and ensuring compliance and strong client relationships.

Support FX order execution, monitor markets for trading opportunities, manage small positions within limits, prepare market commentaries and routine reports, ensure compliance with trade limits and regulations, and coordinate with internal teams and counterparties.

Lead partner acquisition and engagement with HLA agents to drive mortgage and auto loan referrals. Manage pipeline, credit evaluation handoffs, SLAs, incentive payouts, and partner performance to meet referral volume targets.

Advise clients through discovery and tailored financial planning, grow assets under management and fee-based revenue, acquire new wealth clients, monitor markets and regulations, ensure compliance with bank policies and industry regulations, and build internal stakeholder relationships.

Sell and cross-sell wealth management products by soliciting leads (referrals, cold calls, visits, telemarketing), build client relationships, provide excellent service, meet sales targets, and comply with regulatory requirements (FSA, KYC, AMLA). Participate in teamwork and continuously improve product knowledge and selling skills.