About this role
• Sales Performance reporting - Weekly HNW sales reporting across all channels • DE2 tracking and reporting, including quarterly PDC reporting (by notation) • Review and Validate DE2 requests raised by BDMs before further approvals, ensuring supporting documentation is sighted and collated for all requests • Cost Centre expense tracking, monitoring (actual vs budget) and monthly reporting • Support and review EAFs preparation • Collate SOPs for the new HNW department, and support the development of new SOPs, custodian for HNW dept SOPs • Manage 2027 budgeting cycle (usually starts in August) • Expense management • Trend analysis, data interpretation, story boardingand commentaries for management review • Review all SOP and develop controls report • Annual audit • Any other projects/tasks assigned Joy Yeow Zhi Qian (CEI Registration No: R2096261) Recruit Express Pte Ltd (EA Licence No: 99C4599
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MICHAEL PAGE INTERNATIONAL PTE LTD