Business Development Manager

Business Development Manager

Job Responsibilities
  • Activities including prospecting and relationship cultivation resulting in lead generation and new business opportunities.
  • Manage leads received from sources including digital channels, partnerships, referrals, and others.
  • Contact leads and attend prospect meetings, secure new business opportunities and raise awareness of our products and services.
  • Diagnose clients’ business issues and needs and deploy different consultative strategies to offer solutions.
  • Create compelling proposals and pitches that showcase the company’s value proposition.
  • Demonstration of our BoardRoom platforms to prospective clients.
  • Negotiate contract terms with clients and work with BoardRoom legal to achieve optimal outcomes for BoardRoom.
  • Provide a turn-key service from lead, proposal and to eventual client contract signing.
  • Lead major client opportunities i.e., Request for Proposals (RFPs).
  • Attend industry functions, such as association events and conferences, and provide feedback and information on market and creative trends.
  • Identify new markets and product opportunities.
  • Manage the new opportunities pipeline and work with the relevant Business Units on a successful handover.
  • Work with the marketing team to formulate a marketing plan designed to highlight BoardRoom updates and attract new clients.
  • Establish and nurture relationships with key stakeholders.
  • Work with the relevant Business Unit to create and structure effective pricing strategies.
  • Ensuring all pricing meets company and business metrics.
  • Working with the Commercial Excellence team, develop and execute effective cross-selling strategies and opportunities.
  • Develop and execute effective go-to-market strategies and opportunities.
  • Work collaboratively with other Business Development Team members to identify synergies and coordinate efforts.
  • Achieve business targets and KPIs.
  • Alongside the Head of Partnerships, assist in managing assigned corporate partnerships to drive new business opportunities to BoardRoom.
  • Relationships build, attend update meetings, maintain Partnership Management Framework.
  • Work with the business to develop and execute strategies with Partners including integration opportunities, new market opportunities for the company’s products or services, and cross-selling opportunities.
  • Work closely with Partners to develop collaborative projects, initiatives, or campaigns.
  • Optimize Partnership performance and value creation.
  • Any other tasks/project assigned by your superior and management.
Requirements
  • Minimum Diploma/Degree in related disciplines.
  • Strong experience in business development with proven record.

Legal Counsel

Legal Counsel

Job Responsibilities
  • Ability to adapt with cross-border legal work.
  • Ability to present credible legal solutions to staff and stakeholders of diverse backgrounds, with the use of strong analytical and problem-solving skills.
  • Ability to provide legal support to various business units and stakeholders on a wide variety of projects.
  • Ability to liaise with external counsel on various legal matters, where applicable and where required.
  • Ability to review and draft contracts, letters, agreements, and policies with respect to various different fields or corporate situations.
  • Any other tasks/project assigned by your superior and management.
Requirements
  • Recognised law degree and admission to the Malaysian Bar with between 5 to 10 years of law firm and/or in house experience.
  • Possess strong familiarity and knowledge in corporate law, data privacy law, and capital markets law.
  • Excellent analytical, drafting and negotiating skills.
  • Be proficient in English and Bahasa Malaysia. Proficiency in Chinese and Cantonese are an added advantage.
  • Be versatile and adaptable in a fast-paced environment.
  • Be comfortable with a hybrid work arrangement.
  • Demonstrate resilience and the ability to work effectively individually or in teams.
  • Good interpersonal and communication skills.

Operations Team Lead, Unlisted Fund Services

Operations Team Lead, Unlisted Fund Services

Job Responsibilities
  • Understand each stage of the registry administration lifecycle applicable to an unlisted fund.
  • Understand the client and the client’s business goals and objectives.
  • Understand the processing checklists and business rules per fund and issuer.
  • Professionally liaise/respond to investor, adviser and client queries and task escalations in a timely and accurate manner per agreed Service Level Agreements.
  • Process validation, batching and data entry of applications, transfers, static transfers and redemptions in line with process requirements and Service Level Agreements.
  • Report all client incidents or complaints in a timely manner via CAMMS.
  • Aid in the peer review of reports prior to client and pricing agent release.
  • Work with the CSMs to develop checklists that are fund specific that will assist fellow Client Services Associates.
  • Ensure compliance with Boardroom’s policies, procedures and audit processes.
  • Complete validation for Anti-Money Laundering and Politically Exposed Persons as required.
  • Ensure accurate input of client/security holder data into SREG in relation to static changes and Off Market Transfers as per AML, FATCA, Mfund requirements and Unlisted Requirements.
  • Daily processing of applications via Mfund or Calastone systems.
  • Daily downloads of BPAY payments to relevant funds as required.
  • Daily reconciliation of funds received and banked.
  • Daily, weekly or monthly reporting of applications and transfers
  • Upload, entry and authorisation of unit pricing.
  • Create and process payments for redemptions or commissions.
  • Manage any rejections and follow-up where necessary using email or other correspondence tools.
  • Investigations for investor or client enquiries including recalling documents from storage and system searches.
  • Provide support, guidance and back up to other team members as required.
  • Work closely with other team members to ensure all daily deadlines are met to the highest standard.
  • All Platinum services are delivered to a high standard within the agreed timeframe.
  • All incidents and complaints with impact to clients, investors and/or BoardRoom to be promptly logged into CAMMS portal. Incidents and Complaints to be logged within 24 hours of detection.
  • All incidents and complaints to be investigated and closed out promptly upon being raised by staff members. Incidents and Complaints to be investigated (and CAMMS updated) within 72 hours of being raised and closed out within 1 week.
  • Ensure cross departmental communication to other departments is maintained at a standard to ensure all stakeholders are briefed in relation to Unlisted operations.
  • Training and development of team.
  • Consistently look to improving workflow and processes.
  • Any other tasks/project assigned by your superior and management.
Requirements
  • Operational experience in funds management, registries, or the financial services sector.
  • Intermediate/Advanced Microsoft Excel, MS, computer skills.
  • Excellent verbal and written communication skills.
  • Ability to follow up tasks and meet deadlines.
  • Excellent time management skills and the ability to work under pressure.
  • Excellent customer service, written and communication skills.
  • Organisational skills.
  • Attention to detail.
  • Problem solving skills.
  • Accountability and ability to prioritise work.
  • Ability to lead by example.
  • Willing to work under Australia working hours and follow Australia public holidays.

Client Services Associate, Unlisted Fund Services

Client Services Associate, Unlisted Fund Services

Job Responsibilities
  • Professionally liaise/respond to investor, adviser and client queries and task escalations in a timely and accurate manner per agreed Service Level Agreements.
  • Process validation, batching and data entry of applications, transfers, static transfers and redemptions in line with process requirements and Service Level Agreements.
  • Report all client incidents or complaints in a timely manner via CAMMS.
  • Ensure compliance with Boardroom’s policies, procedures and audit processes.
  • Complete validation for Anti-Money Laundering and Politically Exposed Persons as required.
  • Ensure accurate input of client/security holder data into SREG in relation to static changes and Off Market.
  • Transfers as per AML, FATCA, Mfund requirements and Unlisted Requirements.
  • Daily processing of applications via Mfund or Calastone systems.
  • Daily downloads of BPAY payments to relevant funds as required.
  • Daily reconciliation of funds received and banked.
  • Daily, weekly or monthly reporting of applications and transfers.
  • Upload, entry and authorisation of unit pricing.
  • Create and process payments for redemptions or commissions.
  • Manage any rejections and follow-up where necessary using email or other correspondence tools.
  • Investigations for investor or client enquiries including recalling documents from storage and system searches.
  • Provide support, guidance and back up to other team members as required.
  • Any other tasks/project assigned by your superior and management.
Requirements
  • Minimum Diploma/Degree in related disciplines.
  • Operational experience in funds management, registries or the financial services sector.
  • Intermediate/Advanced Microsoft Excel, MS, computer skills.
  • Excellent customer service, verbal and written communication skills.
  • Excellent time management, organisational, problem solving and prioritising skills.
  • Willing to work under Australia working hours and follow Australia public holidays.

Sustainability Manager

Sustainability Manager

Job Responsibilities
  • Responsible for formulating business development strategy to meet the ESG Business Unit targets.
  • Responsible for delivering in accordance with the Business Unit Annual Revenue Targets.
  • Arrange business development meetings with prospective clients in line with the weekly targets.
  • Conduct research to identify clients’ needs, new clients, and new markets.
  • Promote the Company’s products/services addressing clients’ objectives.
  • Prepare Proposals and Letter of Engagement ensuring adherence to the law-established rules and guidelines.
  • Keep record of sales, revenue and invoices etc.
  • Build long-term relationships with new and existing customers.
  • Training customers on new products and services and troubleshooting queries and issues.
  • Organize and participate in industry networking events and customer engagement activities to increase brand value.
  • Support internal operations teams to adjust processes and systems to improve business operations.
  • Any other tasks/project assigned by your superior and management.
Requirements
  • BSc/BA in business administration, sales or relevant field.
  • Experience working with international clients (especially across Malaysia, Singapore).
  • Commercial experience, detailed knowledge and technical skills with sustainability and ESG are highly desirable.
  • Skills/knowledge in environmental management, climate science, sustainability, energy and/or public policy.
  • Strong business and communication skills.
  • Highly articulate with excellent presentation skills (especially PowerPoint and Excel).
  • Strong numerical, analytical and strategic thinking skills, and sound business acumen.
  • Demonstrate solution-based approach.

Sales Support Executive

Sales Support Executive

Job Responsibilities
  • Answering customer inquiries, scheduling meetings, and sales appointments, and following up with customers about their needs.
  • Compiling a daily list of sales leads, delegating leads to the sales department, and providing sales data and guides to the sales department.
  • Performing data entry duties in regards to metrics, sales figures and other key data (ie. Salesforce system).
  • Compiling daily lists of leads and delegating them to sales team associates.
  • Maintaining an accessible and organized filing system for sales and administrative professionals.
  • Handling all administrative duties for the sales department or team, including scheduling client conferences and meetings.
  • Providing assistance to management team members and executives as needed on data-related support.
  • Creating and processing sales in a timely manner.
  • Developing and monitoring performance indicators for sales and staff members, managing sales tracking tools, and compiling reports.
  • Recording sales trends and liaising with account managers to develop sales strategies.
  • Reporting any unusual activity to supervisors.
  • Expediting requests rush orders and altering sales orders and shipping information as required.
  • Any other tasks/project assigned by your superior and management.
Requirements
  • Minimum high school diploma or equivalent.
  • Someone with exposure to customer service from an international B2B firm who is consultative and client centric.
  • Adept in both written and spoken in English.
  • An understanding of sales principles and sales cycles.
  • Experience using Salesforce as user and/or admin is preferable.
  • Experience in administration and high-volume contracts management.
  • The ability to multitask and quickly switch your focus.
  • Computer literacy, IT skills, and typing skills.
  • Fast learner and enthusiastic for picking up new skills.

Payment Project Officer

Payment Project Officer

Job Responsibilities
  • Manage assigned payments and tax statement adhering to the procedures and audit requirements.
  • Prepare project documentation.
  • Communicate with and manage variety of stakeholders.
  • Coordinate & manage multiple payment projects at one time.
  • Test IT system changes and improvements when required.
  • Log all incidents and complaints with impact to clients, investors and/or Boardroom to CAMMS portal.
  • Service Platinum Client with a high standard within agreed time frame. All matters concerning potential issues to be escalated to manager immediately.
  • Any other tasks/project assigned by your superior and management.
Requirements
  • Preferable with the knowledge of ASX listing rules; CHESS procedures and guidelines; and dividend payment process.
  • Project based experience will be an advantage.
  • High attention to detail and ability to work in a fast-paced environment.
  • Professional customer service skills.
  • Excellent time management and organizational skills including the ability to multitask /prioritize.
  • Advanced interpersonal skills including strong written and verbal communication.
  • Intermediate MS Office skills and willingness to learn in-house systems.
  • Willing to work under Australia working hours and follow Australia public holiday.

Client Services Manager (Project Management)

Client Services Manager (Project Management)

Job Responsibilities

Operations Management

  • Lead, motivate, and support a team within a time-sensitive and demanding environment, including career development plans for direct reports and problem resolution.
  • Improve operational management systems, processes, and best practices.
  • Manage clients, internal and external stakeholders such as Legal and Compliance to ensure all aspects.
  • Ensure operational excellence and deliver end to end administration plan lifecycle in accordance with client’s requirements and in conformance to MAS licensing conditions or other regulatory requirements.
  • Plan, assign and monitor resources effectively to boost operational efficiency and maximize deliverables output.
  • Deepen relationships with clients, internal and external stakeholders such as third-party vendors.
  • Manage incidents or complaints in accordance to Company/Group’s policies and guidelines, and report/escalate to appropriate management channels, as necessary.
  • Liaise with Internal/External auditors, third party service providers, internal business units when necessary.
  • Comply with data integrity and security policies.

Support role to the business

  • Provide support to Business Development team in planning or discussions in onboarding of clients and bidding projects.
  • Any other tasks/project assigned by your superior and management.
Requirements
  • Four or more years of experience in an operations management role, preferably in B2B environment or share plan industry.
  • Proven success in a corporate setting, working with all levels of management.
  • Degree from a reputable institution

Full Stack Software Engineer

Full Stack Software Engineer

Job Responsibilities
  • While a portion of your time will be devoted to supporting the Technical Architect in architecting solutions, a majority of your effort will be hands-on coding
  • Drive architecture direction of Boardroom Technical frameworks as determined by the Technical Architect.
  • Take an ownership role in the technical oversight of complex system development projects. That is, working closely with Project Managers and Business / Test Analysts to produce accurate scope, be involved in the planning, technical delivery estimates, coordination and lead technical activities across a project’s full delivery lifecycle. This will include working closely with the Technical Architect.
  • Provide regular and effective progress updates to and work closely with Project Managers to ensure the management of any delivery risks or issues.
  • Define delivery phases of the project including technical activities, sub-activities, and milestones ensuring these are documented and used as the basis for the project schedule.
  • Champion agreed coding best practices, ensure developers are producing quality code and are adhering to the software quality standards agreed by the team.
  • Undertake and facilitate code reviews between developers and ensure they are being completed in a frequent and timely fashion.
  • Work closely with relevant individuals internally to ensure alignment and coordination across technical delivery teams as part of the seamless implementation of existing and new systems
  • Contributing to post implementation reviews helping to demonstrate success or otherwise of projects.
  • Understand the career aspirations of individuals and supporting, mentoring them to achieve their goals in line with the wider goals of the team, department and the organisation is critical to the role.
  • A Collaborative Culture is everything to us, so this leadership role is integral to championing and facilitating an environment of trust, mutual respect, teamwork and ensuring Boardroom is a workplace of choice that attracts, develops and retains highly skilled people.
  • Any other tasks/project assigned by your superior and management.
Requirements
  • Tertiary degree in a related discipline such as Computer Science or Information Systems.
  • Proven employment of at least 5 years in a similar role.
  • Experience in financial industry and / or Business as usual (BAU) preferred but not mandatory.
  • Excellent technical knowledge of C# .Net Core.
  • Excellent knowledge of Angular.
  • Excellent knowledge of object orientated disciplines and techniques.
  • A strong knowledge of ASP.NET / MVC / WebAPI.
  • A strong knowledge of HTML5, CSS, SCSS, Bootstrap.
  • Excellent SQL, database design and DDL skills.
  • Experience with unit testing, mocking libraries (like NSubstitute) and DI.
  • Good XML and XSLT skills.
  • Good documentation skills.
  • Knowledge of Delphi language would be an advantage.
  • Knowledge of GIT and branching/merging strategies.

Business Analyst (IT)

Business Analyst (IT)

Job Responsibilities
  • Be the critical link between the business operational needs and IT development resources.
  • Facilitating workshops with stakeholders and business representatives in a collaborative manner to drive out requirements scope using a variety of industry standard techniques.
  • Managing and engaging stakeholders at all levels.
  • Delivery of current and target state processes (as is / to be) for improvement initiatives.
  • Analysis of root causes and determining remediation steps and identifying breaches.
  • Document business requirements in an efficient manner that allows development to be done in an Agile environment
  • Able to use business knowledge to not only test development work, but proactively uncovering and analysing issues to facilitate quick resolution.
  • Be able to accurately estimate the time required to gather business requirements and conduct testing.
  • Work with stakeholders, developers, and business representatives in a collaborative manner to drive out test scope and coverage.
  • Writing structured test plans, detailed test cases and executing them through to completion.
  • Writing simple user guides/documentation.
  • Working to an agreed project plan and meeting deadlines.
  • Any other tasks/project assigned by your superior and management.
Requirements
  • Minimum of 6+ years in a similar role
  • Previous experience on a number of end to end projects
  • Strong understanding of internal business functions.
  • Experience in financial industry
  • An understanding of unit trust and listed issuer requirements.
  • Excellent verbal and written communication skills.
  • Intermediate knowledge of Excel, Word and Visio and PL/SQL.
  • Organisational skills.
  • Attention to detail.
  • Problem solving skills.
  • Accountability and ability to prioritise work.
  • Ability to work under pressure and meet deadlines.
  • Positive and energetic manner.