Banking & Financial services jobs

In non-bank mortgage lending, an expanding organization seeks a Senior Business Development Manager. Responsibilities include driving distribution growth, engaging brokers, and collaborating with the Credit Team. This fast-growing company values innovation, offering a dynamic career within a culture of diversity, collaboration, and high performance. The ideal candidate has 5+ years in non-bank mortgages and is interested in helping to grow the business.

What you'll do:

As a Broker's Assistant, your primary responsibility will be supporting the service team members. You will play a crucial role in maintaining smooth operations by managing various tasks. Your ability to work well under pressure while juggling multiple priorities will be key to your success in this role.

• Liaise with customers to collect pre-renewal information and prepare underwriter renewal submissions.
• Populate proposal forms and prepare Spread of Risk analysis documents as directed by Service members.
• Pro-actively follow up quotes from insurers and prepare quote reports.
• Prepare premium funding quotes for clients and gather post-renewal policy documentation.

What you'll do:

As a Broker's Assistant, your primary responsibility will be supporting the service team members. You will play a crucial role in maintaining smooth operations by managing various tasks. Your ability to work well under pressure while juggling multiple priorities will be key to your success in this role.

• Liaise with customers to collect pre-renewal information and prepare underwriter renewal submissions.
• Populate proposal forms and prepare Spread of Risk analysis documents as directed by Service members.
• Pro-actively follow up quotes from insurers and prepare quote reports.
• Prepare premium funding quotes for clients and gather post-renewal policy documentation.

This role involves analyzing, managing, and optimizing investment portfolios for their clients to achieve their financial goals. The ideal candidate will have strong analytical skills, a deep understanding of investment principles, and the ability to make data-driven recommendations.

This role offers an exciting opportunity to provide independent and objective assurance to senior management on the effectiveness of risk management, control, and governance processes. The successful candidate will play a pivotal role in assisting the organisation in achieving its strategic goal of becoming the most customer-centric digital healthcare organisation. This will be achieved by bringing a systematic and disciplined approach to the evaluation and improvement of processes.

Role Summary:

Our client is seeking a dedicated and detail-oriented Client Onboarding Specialist to join their dynamic team. This role offers an exciting opportunity to be part of a global team, focusing on the execution of controls required in the Client Lifecycle Management process. The successful candidate will ensure that client documentation meets all policies, standards and applicable local legal/regulatory requirements. This role provides a unique chance to interact with a wide range of departments including Legal, Compliance and Risk Management functions.

• Opportunity to work within a global team in a leading financial institution
• Focus on Client Lifecycle Management and regulatory compliance
• Interact with various departments including Legal, Compliance and Risk Management

Our client is seeking a Senior Case Officer to join their dynamic Protect team. This role offers an exciting opportunity to manage and administer a portfolio of complex cases, including escalated or disputed insurance claims. The successful candidate will be responsible for end-to-end resolution, providing expert case management and technical leadership.

Our client is currently seeking a highly motivated Customer Success Manager to join their team. This role offers an exciting opportunity to be part of a diverse successful global financial services group that is committed to investing significantly in digital transformation. The ideal candidate will have over 5 years work experience in the banking and finance industry and is passionate about helping customers.

A Senior Associate position for a fund looking for individuals with strong modelling capabilities.

Our client is seeking a Senior Investment Operations Analyst to join their rapidly growing firm with operations in Australia, Hong Kong, China and Philippines. This role offers an excellent opportunity for the right candidate to build on their experience in the funds management industry and develop into a more senior role. The successful candidate will be part of a certified Inclusive Employer that values diversity and inclusivity, offering numerous employee benefits.