Total 701 Finance / Banking / Insurance job vacancies in QLD - Brisbane & Gold Coast - Logan

Job Description

• Handle loan administration & operation functions of syndicated loans that the bank is mandated as agents with dual role functions as maker and checker. The day-to-day functions include but not limited to drawdowns, rollovers, payments, maintenance of records etc.
• Liaise with borrowers, participants, agents, and internal stakeholders on loan administration & operation matters.
• Monitor & Disseminate information undertakings and covenants.
• Address queries on loan operation matters from borrower and Lenders.
• Manage & prepare audit confirmation queries.
• Ensuring efficient execution of day-to-day functions in accordance with the legal documents and bank’s policy.
• Oversees & ensure service level and quality standards are maintained.
• Provide subject matter expertise towards projects initiatives and guide the junior members.
• Assist and support corporate clients, addressing inquiries, and ensuring a positive customer experience:
• Perform any other duties assigned from time to time.

Requirements

• Degree in Business Administration, Banking and Finance with at least 8 to 10 years’ experience in syndicated loan agency and /or loan administration in banks with ability to read loan agreements.
• Strong and thorough understanding of loan cycle and the function as the facility agent would be preferred.
• Good knowledge on construction of Swift messages and use of Debt Domain will be an advantage.
• Meticulous, confident, ability to multiple tasks and resilience.
• Possess strong analytical and problem-solving skills, attention to detail. Ability to devise strategies, deliver value added support, identify problems & propose solutions.
• Strong communication and interpersonal skills, both written and verbal.
• Proficient in Microsoft Office Applications – Word, Excel, Power Point

The Core Custody Product team focuses on developing custody products for the Custody business lines, bother Hub and Domestic. Citi provides settlement, custody and asset servicing solutions to investor clients through a global network of sub custodians. The domestic business provides clearing, settlement, custody & asset servicing to global financial institutions through a proprietary branch network spanning Asia, EMEA and the Americas.

The Core Custody Product team are seeking a strong Product Development leader in the APAC region who can work within the asset servicing team ensuring it meets its goals of supporting both custody businesses by focusing on the development of Asset Servicing capabilities globally.

The individual will work with the Core Custody Asset Servicing Product team and support, manage, and drive the team with specific focus on the APAC region. Working closely with business, legal, risk and operational partners’ for Custody in identifying and implementing product changers/enhancements in line with business, regulatory and market mandatory requirements. Actively participate in Industry forums to ensure that Citi is kept abreast of market changes and that Citi views are represented.

Responsibilities:

• Help drive the Core Custody Asset Servicing team to ensure it meets its goals as agreed with the Custody business
• Agree product development priorities as part of the annual plan with Custody business owners
• Understand, communicate and implement global product strategies with primary focus on product extensions
• Work closely with global asset servicing re platforming project team to ensure platform is developed and rolled out in line with business requirements
• Help define new product scope
• Work closely with operations and technology to create detailed Business Requirements Documentation defining core product functionality based on client demand, market/regulatory requirement or long-term strategic objectives
• Ensure products developed and implemented in line with business requirements
• Work with other internal partners (risk, legal, compliance etc) to ensure all new product developments meet internal business approval requirements
• Act as senior point of escalation for the Custody businesses for all product related issues
• Support relationship and sales teams acting as product expert when discussing new opportunities with clients
• Support the implementation of "pilot" clients where required, ensuring documented processes and procedures are in place
• Keep abreast of market trends and client needs working closely with clients and coverage organisations.
• Review and influence/lobby local markets to follow industry standards re transparency and key data elements. Ensure Citi platforms are able to support and complement said enhancements
• Participate in relevant industry governing bodies

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​Qualifications:

• 10 years of relevant experience
• Strong securities background with specific focus on asset servicing
• Proven client facing experience beneficial
• Background in operational processes, technology platforms and front office activities
• Ability to analyse different processes and identify inherent risks
• Good inter-personal and communications skills
• Both a strong team player plus self starter
• Creative and resourceful problem solving
• Proven project management and implementation skills

Education:

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree is Good To have

This role is an intermediate level position in Markets Treasury, responsible for overseeing the balance sheet and managing related risks, assisting in managing and decision taking in AFS and trading books. The overall objective of this role is to ensure liquidity, manage interest rate risk from balance sheet and cooperate with the team to deliver on budgeted revenues in line with all regulatory requirements and limits.

Responsibilities:

• Oversee the balance sheet, liquidity, cash flow and interest rate risk of the bank by closely coordinating with different departments in the bank.
• Manage the banking risk position and RMH books within the permitted trading products - particularly fixed income and rates products - seize market opportunities, deliver to meet and exceed Profit and Loss (P/L) targets
• Understand the balance sheet structure and work with the team on investment decisions for bond portfolio and on execution
• Cooperate with Sales, Research and other teams across Markets and the broader business and exploring new business initiatives
• Review and manage the daily LCY and FCY balance sheets and cash flow and coordinate daily funding activity with the Trading Desk
• Ensure bank liquidity is in line with liquidity plans and limits, and ensure compliance with all local and global regulatory liquidity ratios and limits
• Assist with implementing the transfer pricing process and ensure it is transparent and in line with all the global policies
• Support the Desk Head/Country Treasurer with required deliverables and assist with preparing the monthly deck and regular call presentations
• Coordinate the daily and the monthly P/L estimate and calculation process with Finance and Product control, assist the team with system enhancement projects
• Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
• Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
• Appropriately assess risk/reward of transactions when making business decisions; and ensure that all team members understand the need to do the same, demonstrating proper consideration for the firm’s reputation.
• Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services; and ensure that all team members understand the need to do the same
• Adhere to all policies and procedures as defined by your role which will be communicated
• Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 5-10 years of experience in a related role
• Strong understanding of fixed income, rates and FX products
• Required licensing and registrations as applicable
• Advance analytical and numerical competency
• Effective interpersonal skills to develop and maintain relationships with internal and external stakeholders
• Consistently demonstrates clear and concise written and verbal communication
• Knowledge of Bloomberg, booking systems, trading protocol, closing technicalities

Education:

• Bachelor’s degree/University degree or equivalent experience

TTS Asia South Business Execution Senior Lead - SVP

The Business Execution Senior Lead is directly accountable for management of critical projects and initiatives for Treasury and Trade Solutions (TTS) business in Asia South. The role requires an understanding of multiple areas within TTS business and how they interact to achieve the objectives of the business. A good understanding of the industry, competition product and services will be helpful to contribute to the objectives of the business. Excellent communication skills required to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required to guide, influence, and convince others, in particular colleagues in other areas.

Responsibilities:

• The incumbent will be responsible for multiple aspects of TTS business for the cluster, development, and implementation of business process improvements.
• Responsible for the management of significant projects or process with a large amount of independence.
• Identifies key stakeholders to build and manage relationships with each one of them.
• Directs the creation of multiple projects of work and manage their alignment to business goals.
• Works with Project Sponsor to ensure business case/cost benefit analysis is in line with business objectives.
• Drives adherence to project processes, procedures, methods, and standards for project delivery and leverage across the project
• Leads the facilitation, coordination, and arbitration of cross-functional macro level topics within/across projects and with Senior Management.
• Develop recommendation to advise Head Business Execution and Asia South TTS senior management on high priority initiatives, including growth strategy, and cross business initiatives.

Qualifications:

• 10+ years of relevant experience
• Demonstrated a consistent track record having worked as project lead managing cross-functional projects.
• Understanding of Cash Management / Trade and Working capital business is advantageous.
• Experience working in a matrix organization set up and manage objectives by influence.
• Self-starter, action-oriented, entrepreneurial, flexible, and innovative approach to operational management.
• Excellent influencing, facilitation, and partnering skills with key stakeholders and Senior Management.
• Strategic and goal-oriented thinker.
• Effective interpersonal skills – including teamwork and organizational skills.
• Detail oriented, ability to multi-task.

The Product Sales Specialist is a regional sales role that is part of the global Cash & Inside Sales team. The role deals with complex cash management requirements for the most demanding and sophisticated multi-national clients operating across Asia Pacific and Japan. This role is expected to develop and grow client relationships by understanding client needs and delivering solutions across the full range of cash management products and services that Citi can offer and will be a combination of event driven sales e.g. responding to large scale and/or complex regional tenders in the form of RFIs (Request for information), RFPs (Request for Proposals) and proactive sales e.g. targeted proactive engagement for key select acquisition names or defensive names for the firm. The key objective of the role is to increase penetration of the Bank’s TTS services within the existing regional client base as well as acquiring new clients for the Bank across CB / GNB client segments and is a driver in generating revenue through new TTS deals.

Responsibilities:

• Plays a leading role in setting and executing overall deal strategy for each deal, which includes solution structuring, pricing strategy and negotiation, marketing/pitching approach
• Responsible for coordinating internal deal processes e.g. obtaining internal approvals / sign-off, closing, handover to implementation
• The individual is accountable for delivering against client (i.e. deal wins) and acts as a center of expertise / excellence in cash management solutioning to support focused regional client opportunities
• Supports the firm’s effort in building profitable, long-term client relationships, orchestrating delivery of superior products and services to corporate clients adding value to their treasury processes
• Works with external stakeholders to fully understand and ensure that customers’ needs / asks are addressed through our responses and marketing materials
• Works with key deal team stakeholders for the preparation of responses to global/regional tenders e.g. Proposal Unit, Client Coverage Team (Sales Solutions/Banking), Product Teams, Country Teams etc. to develop and deliver end-to-end high quality and customized Request for Proposal (RFP) & Request for Information (RFI) responses to best position Citi to win the mandate
• For proactive engagements, product sales will work with the deal team to develop and deliver presentation and marketing collateral for effective selling and gaining client’s mind share
• Be familiar with TTS positioning and messages from marketing materials and effectively incorporate into all client communication (written / verbal). Champions ‘best practices’ for effective selling
• Applies in-depth technical product & sales skills with client diagnostic and origination skills to design complex multi-product solutions, for Corporate, Public Sector and Financials Institutions clients
• Keep abreast of customer needs & market trends through continuous interaction with clients, coverage & product
• Evaluates competitive landscape and appropriately assess risk/reward of transactions when making business decisions
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
• Provides input / feedback for new product development and innovation

Qualifications:

• 2-5 years of experience
• Proficient in MS Excel, MS Power Point, MS Word desirable
• Possess the curiosity to learn as well as the enthusiasm and tenacity to deal with challenges, often within a time constrained environment
• Should be an accomplished Product, Sales and Customer orientated person with ability to marry client needs and Citi’s product capabilities in order to develop customized solutioning to address client requirements

Education:

• Bachelors/University degree or equivalent experience
• Master's degree is "Good to Have"

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

About the job

• Leading a team of finance professionals. Oversee the operations and development of the company’s finance departments including creating and reviewing policies and conducting regular assessments of financial procedures.

• Timely and effective handling of month-end closing process.

• Timely preparation and review of monthly management reports.

• Oversee AP, AR, and GL functions. Monitoring turnover days and support for customer and vendor management.

• Review of Intercompany Reporting and liaise with counterparty for account reconciliation.

• Review Fixed Assets recording and filing.

• Treasury Management - Prepare cash flow forecasts, cash flow statements and projection, including placement of Fixed Deposits, FX hedging, Bank Guarantee etc.

• Liaise with auditors for year-end audit, including preparation of the necessary schedules and financial statements. Robust knowledge on project accounting and revenue recognition.

• Liaise with tax agents for various tax filings e.g. annual corporate tax including preparation of the necessary schedules.

• Sound knowledge in cross border taxation.

• Liaise with corporate secretary for preparation of Board Resolutions.

• Support ongoing Finance automation projects.

• Provide support and advice for executive management on business decisions.

• Identify areas with exposure to risk/potential risk and suggest solutions to mitigate the risks. Constantly looking into strengthening current internal control and process improvement.

• Keep abreast of on-going accounting and reporting changes in IFRS and local reporting standards.

Requirements

• Possess bachelor’s degree in accountancy and finance and / or master’s degree in business administration (top rated universities).

• Possess accounting certification (CPA/ CA/ ACCA).

• Possess a minimum of 8 – 10 years of related experience, thereof at least 4 years in one of the big fives.

• Knowledge in SAP system will be advantageous & BI tools.

• Strong Communication & Presentation Skills.

• Team player & excellent leadership skills.

• Supervisory experience is preferred.

• Successful track record in establishing high performing Finance teams.

• Excellent analytical skills.

• Driven by passion to go for the extra mile.

• Trustful, highly engaged and reliable manager with ambition to become a Finance Director or CFO.

The Product Management Group Manager is a senior management level position responsible for managing a broad range of Product Management employees, setting strategy and providing direction, leadership and budgetary management, etc. Additionally, this role will be responsible for the development of product plans, strategies, and tactics while coordinating product lines through product life-cycles in coordination with the broader Product Management team. The overall objective of this role is to coordinate the promotion of products to develop new markets, increase share of market and obtain competitive position.

Responsibilities:

• Manage a team of professional to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions)
• Lead strategic program roadmap, program/product launch, and marketing programs to gain maximum benefit from each product/program
• Construct and ensure successful execution of a marketing plan spanning product, brand, acquisition, customer and retention, and improving performance, brand preference, and client engagement
• Develop plans and execute functional strategies for a country, group of countries, region, or business requiring coordination and integration across units as well as provide input into strategic decisions affecting job family or function within region or business
• Manage day-to-day product marketing for core products such as product delivery, client experience, and client communication strategies as well as help the team prioritize, negotiate, and remove obstacles to achieve business results
• Participate in development of client valued propositions, positioning, segmentation, pricing, targeting, channel strategies, and competitive differentiation to achieve preferred status as a partner to Citi clients
• Direct and oversee program life cycle including market demands, technology trends, and the competitive field as well as develop and communicate a business plan to approach the marketplace
• Define and launch new products, features, and capabilities including defining the product/feature and go-to-market strategy, and participate in technology development and market launch activities
• Manage external partners and/or vendor relationships, engage in negotiations, manage ongoing relationships, and prepare agreements
• Create and deploy profitable marketing strategies, lead conceptualization and implementation of key growth initiatives, and maintain current market intelligence on the overall industry verticals and competitors
• Assist in building new relationships in supported verticals using available tools such as industry publications, direct mail, internet presence, trade shows, calls, and strategic alliances
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 10+ years of relevant experience
• Degree in Business Administration, Finance, Marketing, specialized analytics, or related discipline
• Experience with banking and investment products
• Working knowledge of the different systems, theories, and practices relevant to a function as well as practical experience of multiple business cycles
• In-depth knowledge of industry and competitor products/services
• Working knowledge of industry practices and standards
• Working knowledge of strategic direction of the function within the business as well as a solid conceptual/practical grounding in function and/or area of expertise
• Ability to develop strategy, gather resources, and inspire a diverse set of individuals
• Consistently demonstrates clear and concise written and verbal communication
• Demonstrated negotiation skills

Education:

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree is Good to Have