Portfolio Monitoring Executive Jobs

Sales Executive or Sales Manager - eCommerce Portfolio

CloserStill Media is expanding our commercial team at eCommerce Expo Asia in Sin...

Location

Singapore , Singapore

Salary:

Not provided

CloserStill Media

Expiration Date

Until further notice

Requirements

Sales Manager: 5+ years’ relevant experience
motivated and strategic individual
can lead sales performance
manage a small team
drive revenue growth
strong client relationships
innovative sales strategies
Sales Executive: minimum 1–2 years’ experience
energetic early-career professional
eager to learn

Job Responsibility

Sales Manager: Drive daily sales performance
assist senior management in meeting revenue targets
Develop new revenue streams
oversee sponsorship and stand sales
Assist in the rebook process
monitor competitor activity
Coach, train, and support junior sales team members
Sales Executive: Actively sell exhibition space and sponsorship opportunities to new and existing clients
Achieve and exceed personal sales targets through outbound prospecting and strong relationship management
Support the Sales Manager and Show Manager in maintaining the pipeline and ensuring CRM data accuracy

CTI Business Execution Lead

The CTI Business Execution Lead at Citi will be a key member of the Treasury Fin...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

7+ years of experience with significant time spent in Financial Analysis / Strategy / Product Control or Middle Office role within a global financial services organization
Experience in investment portfolio analytics, reporting and monitoring
Comprehensive understanding of product knowledge of securities, debt, derivatives, and funding instruments
Communicates effectively
develops and delivers multi-mode communications that convey a clear understanding of needs of different audiences
Demonstrates a sense of urgency, passion for results and personal accountability for achievement
Able to navigate through a large organization to streamline and summarize multiple information points and create repeatable processes to build consistency in presenting information
Accounting knowledge of FAS133, AFS, HTM, MTM a plus
Exceptional analytical and problem-solving skills with proven track record of managing and converting large data sets into business decision making tools
Ability to work well within a diverse team, as well as independently.

Job Responsibility

Accountable to lead Business Execution activities including desk support, P&L and Economic Value affirmation, process and control enhancements
Responsible for monitoring of all investments including securities, funding and derivatives with additional responsibility for oversight of the daily Economic Value and PAA
Be a Team Leader in facing off with Internal Audit, Compliance, Legal, Product Control, Operations, and Technology on industry initiatives, issues, MCA, data issues and enhancements.
Analysis and explanation of Front Office P&L for CTI AFS/HTM investments, Swaps, Transfer Pricing including attribution analysis using DV01 partials and risk metrics
Establish a strong working relationship with the Product Control and FP&A teams, review the daily desk level P&L and Balance Sheet reports and published daily CTI’s Cost to Close and EV.
Help develop and refine existing policies and procedures, ensure control and compliance of CTI trading mandates and MCAs
Daily interaction with all teams to provide real-time analysis and support
Find opportunities for process and infrastructure improvement
Assist in broader firm/business projects and initiatives.

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources.

Fulltime

Svp Wealth Lending And Control

The role will lead our wealth lending/premium financing offering, developing sys...

Location

Taiwan , Taipei

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

University or above graduated
Proven track records and seasoned experience in banking industry and in related product lines (investment and lending) as essential with other wealth product or project management experience is plus
Trust Pledge experience is preferred
Experience in establishing a business and coordinating resources
Good English communication and MS Excel, Word and power point skill
Trust Managerial Personnel License and Financial Sense and Ethics are prerequisites

Job Responsibility

Develop wealth lending and premium financing to improve customer engagement and retention, and business reporting, and tracking, also grow AUM
Establish and manage end-to-end product life cycle, promotion and training, trading and execution, to existing portfolio monitoring and monitor the customer lending portfolio status and provide MI to front-line staff, ensuring no customer default
To deliver world-class solutions to retail and affluent clients seeking to grow, protect, preserve, or transfer their wealth
Engage with internal and external network of product and services providers to deliver an institutionalized offering
Work closely with project team to implement new product solutions and services
Keep the pulse of the competitive environment and industry trends
Coordinate with Head of PDM&S to oversight all WPS related governance and controls, ensuring all processes meet internal and external requirements

Fulltime

!

Senior Relationship Manager

Hang Seng's Private Banking provides services for people who have successfully b...

Location

Hong Kong , Central

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

University degree in a related discipline OR other relevant qualifications such as CFP or CFA
Passes in the HKSI licensing examinations
Minimum 10 years’ banking experience, with good knowledge of investment products
Strong sales orientation and ability to work under pressure
Ability to communicate effectively, embrace change and overcome challenges
Strong desire to learn and able to work in Agile environment
Good communication, interpersonal, analytical and relationship management skills
Proficiency in both written English and Chinese. Fluency in Putonghua and other dialects an advantage
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage

Job Responsibility

Develop and manage a portfolio of ultra HNW private banking customers
Provide investment advice and deliver premium service to customers and execute their orders
Perform investment portfolios analysis, monitor the performance and make necessary recommendation on portfolio re-allocation
Manage the credit quality and monitor the exposure of customers’ loan portfolios
Work with internal departments to solicit business referrals

What we offer

Dynamic working environment
Good career development opportunities
Competitive compensation packages

Fulltime

!

Senior Business Analyst

Jeeves is a groundbreaking financial operating system built for global businesse...

Location

Colombia , Bogotá

Salary:

Not provided

Jeeves

Expiration Date

Until further notice

Requirements

4+ years in analytics within credit risk management
Fluent in English
Excellent written and verbal communication skills
Intellectual curiosity
Experience in commercial credit risk, specifically within credit cards, payments, lending, or related industries
Proven ability to translate complex data and model results into actionable business strategies
Experience utilizing alternative data sources
Advanced proficiency in SQL and Excel
Experience using Python or R for data analysis and statistical modeling (regression, clustering, etc.)

Job Responsibility

Lead the development of best in class data-driven credit policies and business strategies: Leverage external (e.g. banking, tax, financial, credit bureau and other data) and internal performance data to develop credit policies (e.g. underwriting criteria, dynamic credit limit programs, etc.)
Minimize credit loss by developing and implementing appropriate processes and procedures to identify and mitigate high risk customers
Design and implement data-driven strategies for customer management, including policies for credit line increases, decreases, and line reinstatements
Work closely with the sales and business development teams to support business growth strategies that preserve effective underwriting and ensure the appropriate application of Jeeves’ credit policy
Deliver advancements in data and analytics: Contribute to the development of a data and analytics framework to improve processing, underwriting, tracking, risk management, and reporting procedures
Design and execute data driven analyses and tracking procedures to enhance insights on credit risk for individual, and the portfolio of companies
Leverage predictive statistical methodologies (e.g., linear/logistic regression, segmentation analysis) to draw insights and develop business strategies
Partner with data scientists to build and leverage credit risk models to optimize credit policies and improve business performance
Improve credit monitoring and governance: Define key performance indicators (KPIs) for credit portfolios
build dashboards to monitor portfolio health and strategy performance

Fulltime

Risk Management Country Officer

The Risk Management Country Officer (RMCO) for Colombia is a senior position res...

Location

Colombia , Bogotá

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of relevant experience, desirable banking experience or financial institutions
experience in people management
comprehensive understanding of Banking and Capital Markets products
experience with wholesale credit portfolio performance monitoring and metrics
comprehensive understanding of strategic direction of the function
in-depth conceptual/practical grounding in the function and/or expertise in related subject areas
preferably SCO or SCO journey initiated
fully bilingual (Spanish & English)
Bachelor's degree/University degree or equivalent experience
Master's degree preferred

Job Responsibility

Lead a team/organization responsible for risk management activities associated with the wholesale credit portfolio
analyze credit risk and provide credit recommendations and guidance to senior risk managers
apply understanding of inherent credit risks for a range of banking products including lending, structured/acquisition finance, and capital markets transactions
analyze transactions and assist in structuring transactions to contain Citi’s credit risk within acceptable parameters
conduct internal and external oversight reviews and manage Operating Committee engagement
produce credit and exposure analyses to ensure aggregate risk exposure to customers remains appropriate to credit standing
serve as the main point of contact with local regulators and internal audit function on integrated risk matters
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
stay updated on industry developments and apply in-depth knowledge to contribute to strategic and pro-active risk management
provide guidance, review & challenge, and recommendations on complex credit approvals for an assigned credit portfolio

What we offer

Equal opportunity employer policy
policy for reasonable accommodations

Fulltime

Legal Entity Portfolio Manager

Institutional Credit Management (ICM) works closely with our Banking & Internati...

Location

Hungary , Budapest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Degree in Finance or Accounting or higher degree in Business (MBA), or any other related subject
An MBA, CPA, CFA preferred, and formal credit training is a plus
Financial Services experience including 7+ years of credit experience in Banking or Credit Risk Management
Superior risk assessment skills
Fully conversant in credit policy and risk principles and perceived as a respected carrier of risk culture
Ability to recognize and address major types of risk, including market, operational and cross border
Solid knowledge in risk and regulatory capital issues as they relate to transactions, portfolios and businesses
Proactively engages team, partners and seniors to collaborate holistic client-centric approach
Highly Effective interpersonal skills
Solid organizational skills

Job Responsibility

Managing the credit risk processes and systems for the detection of early signals of distress within the in-scope legal entity wholesale portfolio
Responsible for portfolio monitoring strategies including Portfolio Health Reviews, Risk Appetite & Limits Management and Early Warning Indicators
Liaising with other teams within ICM Portfolio Management, other ICM teams, Risk Management, and business partners
Producing recommendations to the portfolio owners that may include portfolio reviews, stress tests, risk appetite and underwriting criteria recalibrations, reclassification of facilities, risk rating changes
Ensuring portfolio management is consistent with industry leading practices and conforms to all internal credit procedures/policies, and regulatory expectations
Continuous engagement across ICM, Lines of Business and Independent Risk senior stakeholders
Partner with stakeholders in the design and calibration of metrics and indicators for EW and Portfolio Health
Execute plans, strategy and objectives for IM PMLE
Assist as Subject Matter Expert in developing/enhancing Learning, Develop and Training for PMLE
Support PMLE, ICM PM, and WCR on internal projects and initiatives

Fulltime

Credit Portfolio Officer

Institutional Credit Management (ICM) works closely with our Banking & Internati...

Location

Hungary , Budapest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Degree in Finance or Accounting or higher degree in Business (MBA), or any other related subject
An MBA, CPA, CFA preferred, and formal credit training is a plus
Financial Services experience including 6+ years of credit experience in Banking or Credit Risk Management
Superior risk assessment skills
Fully conversant in credit policy and risk principles and perceived as a respected carrier of risk culture
Ability to recognize and address major types of risk, including market, operational and cross border
Solid knowledge in risk and regulatory capital issues as they relate to transactions, portfolios and businesses
Proactively engages team, partners and seniors to collaborate holistic client-centric approach
Highly Effective interpersonal skills
Solid organizational skills

Job Responsibility

Ensuring the portfolio management of applicable portfolio is consistent with industry leading practices and conforms to all internal credit procedures/policies, and all related regulatory expectations
Continuous engagement across ICM and with Wholesale businesses and Independent Risk senior stakeholders
understand any concerns regarding execution of EW / portfolio alerts and/or emerging risks which will need to be addressed by the team
Execute plans, strategy and objectives for EWCM / PMLE in an effective and innovative fashion
assess and report progress in meetings objectives including promotion of a healthy working culture
Partner with applicable global, regional and industry stakeholders across ICM and within WCR and Independent Risk in the design and calibration of metrics and indicators for EW and Portfolio Health, and credit monitoring standards for applicable portfolios
Assist in retaining talent
participate in budget development and monitoring of expenses
Assist as Subject Matter Expert in developing/enhancing Learning, Develop and Training for EWCM and PMLE
participate as guest speakers

Fulltime

Portfolio Monitoring Executive

Nixon Hire

Location:
United Kingdom , Cardiff or Llanelli

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 27, 2025

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