Credit Associate: Analytics & Private Wealth Support

Target Partners Executive Search

Singapore

On-site

SGD 56,000 - 89,000

Full time

3 days ago
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Job summary

Target Partners Executive Search is seeking a finance-focused analyst to support the Credit Department of a leading financial services group in Singapore. The role involves preparing monitoring and valuation tables, maintaining margins for bonds and unit trusts, and assisting PWM/HNW tasks with report preparation.

Strong analytical and communication skills are essential. The ideal candidate holds a finance-related degree, has 1–5 years of experience, and can work independently with minimal

Qualifications

  • Bachelor’s Degree in Finance, Data Analysis, Accounting related fields
  • 1 to 5 years relevant experience
  • Strong IT skills with advance proficiency in MSWord, Excel and PowerPoint
  • Strong analytical skills and detail-oriented
  • Self-starter who can work independently with minimal supervision
  • Strong analytical and problem-solving skills to identify issues and propose solutions
  • Excellent written and verbal communication skills to convey complex information clearly and concisely
  • AI knowledge (especially on AI agent) or programming is an advantage

Responsibilities

  • Prepare monitoring table for structural products and prepare valuation table to dealers.
  • Maintenance of margin on bonds / Unit Trust (UT) in system
  • Assist in handling Private Wealth Management (PWM) / High Net Worth (HNW) client-related tasks, including report preparation
  • Other ad-hoc duties/projects as assigned by the Head of Department

Skills

MS Word
Excel
PowerPoint
Analytical thinking
Detail-oriented
Communication skills
Independent worker
Self-motivation
AI knowledge

Education

Bachelor's degree
Data Analysis
Accounting related fields

Job description

Target Partners Executive Search is seeking a finance-focused analyst to support the Credit Department of a leading financial services group in Singapore. The role involves preparing monitoring and valuation tables, maintaining margins for bonds and unit trusts, and assisting PWM/HNW tasks with report preparation.

Strong analytical and communication skills are essential. The ideal candidate holds a finance-related degree, has 1–5 years of experience, and can work independently with minimal

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