Financial Representative Trainee (Sales) - Guaynabo, Puerto Rico
Careers Mutual of Omaha
Investment banker job in Puerto Rico
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.
Fair Chance Notices
$36k-75k yearly 60d+ ago
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Junior Quantitative Trader
Grupo Oricteropo Tropical
Investment banker job in Aguadilla, PR
Job Description
Who We Are
Grupo Oricteropo Tropical (GO Tropical) is a Puerto Rican Act 20 company, established to provide services such as capital allocation, risk management, software development, and centralized management ("headquarters" for TransMarket Group) to its international affiliates and customers. We have the intensity and passion of a technology startup while maintaining our stability and storied history as a respected member of the global financial system for over 40 years.
Our mission is to bless others through the services we provide and through the generous stewardship of the wealth we create. The impact we make with the work we do drives our humility, discipline, and pursuit of opportunity.
GO Tropical is excited to provide a unique employment opportunity with our rapidly growing team in Aguadilla, Puerto Rico. Our long-term employee training and development proves we value our people and want them to succeed at all levels in their careers. We have an entrepreneurial culture and collaboratively develop our business with patience and discipline; we work hard, learn constantly, and relentlessly improve our expertise.
Description
Our Quantitative Traders are passionate about improving the global economy by facilitating risk transfer and restoring order to prices. At Go Tropical, you will be called on to work with teammates to eliminate inefficiencies and manage risk in the world's financial markets.
As a Junior Trader, you will gain early exposure to real-time trading in order to develop situational awareness and a deep understanding of the market. In collaboration with Senior Traders and development through our formalized education program, you will have the scope to utilize risk management and strategic thinking skills to guide trades and explore new trading opportunities. The ideal candidate is intellectually curious, strives for continual improvement, has a disciplined appetite for risk, and is dedicated to mastering their market.
Responsibilities
Partner with Senior Traders to assist in and learn all facets of trading
Develop expertise in relative value market fundamentals, quantitative modeling, and risk management
Build and maintain quantitative model tools and analytics
Manage real-time execution of semi-automated trading system
Learn and analyze real-time trades
Research and improve upon trading strategies
Requirements
Bachelor's, Master's, or Doctorate degree in a technical or industry related field such as, but not limited to, mathematics, statistics or mathematical finance with a graduation date between December 2025 and Spring 2026
Required coursework: Differential Equations, Linear Algebra, Multivariable Calculus, Probability or Advanced Statistics
Minimum major GPA of 3.5/4 or equivalent scale
Proficiency in Python required and some experience with C++ and other computer programming languages preferred
Demonstrated passion for markets, finance, and trading such as, but not limited to personal trading, participation in trading competitions, attendance at firm discover days, industry related student groups or clubs and/or prior internship experience preferred
Deep understanding of finance, math, and statistics
Attention to detail and the ability to make sound judgments under pressure
Strong work ethic and willingness to do what it takes to get the job done
Ability to work in a fast paced and collaborative environment
This position requires physical presence and is onsite at our office in Aguadilla, PR
View our resources to help prepare for the interview process.
Benefits
We offer one of the most generous profit-sharing programs in the industry because we believe our employees should be able to take part in our rapid growth and success. We are proud to offer more world-class benefits for our employees and their families.
Grupo Oricteropo Tropical (GO Tropical) is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
$63k-103k yearly est. 30d ago
Premier Relationship Banker, Kepong Branch
HSBC 4.9
Investment banker job in Puerto Rico
Some careers open more doors than others.
If you're looking for a career that will unlock new opportunities, join HSBC and experience the
possibilities. Whether you want a career that could take you to the top, or simply take you in an
exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth
Management; and Global Private Banking, to become one of the world's largest global wealth
managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in
any other region, HSBC's wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our
dedicated colleagues serve millions of customers worldwide across the entire spectrum of private
wealth, ranging from personal banking for individuals and families, through to business owners,
investors and ultra-high-net-worth individuals. We provide products and services such as bank
accounts, credit cards, personal loans and mortgages, as well as asset management, insurance,
wealth management and private banking, that best suit our customers' needs.
We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in
the role of Premier Relationship Banker working together with colleagues to define, manage and
achieve divisional business targets.
Principal Responsibilities:
• Manage, acquire, grow and deepen Premier customers' relationships through effective
relationship management.
• Drive revenue and AUM growth expectations through holistic financial planning
• Ensure a high level of sales and services of HSBC retail products based on needs based selling
• Refer mortgage business to Mortgage Arranger (MA)
• Ensure best practice on wealth sales is being referred to peers and others
• Ensure compliance with products and sales policies, procedures and guidelines set by the
Bank and the relevant authorities are adhered and complied to at all times
Qualifications - External
• Candidate with experience in relationship Management of High Net Worth clients are
preferred.
• A recognized tertiary Diploma / Degree qualification;
• Relevant licence in marketing wealth and investment products such as PCE, TBE, CEILLI,
FIMM, IPPC is required
• Evidence of strong sales track record insurance and investment products
• Sales oriented, driven to produce results.
• Highly skilled in influencing, networking and portfolio management skills
• Fluent in spoken English and Bahasa Malaysia; candidate with proficiency to converse in
Mandarin / Cantonese would be an added advantage
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation
needed will be prioritized.
To understand why our Wealth colleagues like working at HSBC, please visit
***************************
HSBC is committed to building a culture where all employees are valued, respected and opinions
count. We take pride in providing a workplace that fosters continuous professional development,
flexible working and opportunities to grow within an inclusive and diverse environment. Personal
data held by the Bank relating to employment applications will be used in accordance with our
Privacy Statement, which is available on our website.
Issued by HSBC Bank Malaysia Berhad
$50k-59k yearly est. 27d ago
Finance Representative
GE Appliances 4.8
Investment banker job in Carolina, PR
At GE Appliances, a Haier company, we come together to make "good things, for life." As the fastest-growing appliance company in the U.S., we're powered by creators, thinkers and makers who believe that anything is possible and that there's always a better way. We believe in the power of our people and in giving them the freedom to explore, discover and build good things, together.
The GE Appliances philosophy, backed by three simple commitments defines the way we work, invent, create, do business, and serve our communities: we come together, we always look for a better way, and we create possibilities.
Interested in joining us on our journey?
The Finance Representative will play a key role in supporting the GE Appliances Air & Water Pro Solutions Stores by ensuring efficient order processing and maintaining financial accuracy. This position is responsible for assisting with inventory control, maintaining precise financial records, and supporting the resolution of discrepancies in the accounts receivable reconciliation process. The role ensures compliance with internal policies and procedures and reports directly to the Controller. This position is based at the GE Appliances office in Puerto Rico
Position
Finance Representative
Location
USA, Carolina, PR
How You'll Create Possibilities
Essential results-based duties
* Provide guidance and support to Pro Solution Store Representatives in addressing any discrepancies and exceptions to ensure proper and timely processing of orders.
* Lead review of daily log payments from Pro Solution Stores to ensure all stores have submitted timely.
* Review Pro Solution Stores daily logs to confirm all receipts are properly recorded in Oracle to streamline monthly cash reconciliation.
* Partner with Pro Solution Stopres to manage and support in Store inventory count process, including confirming adjustments have proper root cause analysis and have been made at system level.
* Analyze Cash in Advance customer accounts to reconcile upon invoice issuance and support with other customer accounts as requested.
* Support physical inventory count audit processes to ensure compliance with policies.
* Support quarterly tracking of required documents to ensure validity of supplier/vendor data.
* Assist all functional financial audit requests, both internal and external, while exemplifying both a strong sense of urgency and attention to detail in regard to all audit requests.
* Utilize process improvement skills to simplify and improve accuracy and efficiency of overall monthly & quarterly closing, forecasting, and reporting rhythm activities.
* Perform other tasks or special projects as assigned within the scope of Controllership/Finance.
What You'll Bring to Our Team
Position Requirements
Minimum Qualifications:
* Bachelor's degree in accounting or finance.
* 3 years of relevant experience in finance, accounting, or a related field.
* Proficiency using MS Office suite applications (Outlook, Excel, PowerPoint)
* Ability to work under pressure meeting tight deadlines
* Demonstrated ability to adapt effectively to changing routines, peak workloads, and shifting priorities.
* Skilled in building strong relationships and communicating across all levels of the organization.
* Speed, accuracy and efficiency crucial - data entry
* Ability to manage multiple priorities
* Excellent verbal and written communication skills
* Strong organizational skills with a proven ability to manage tasks, time, and priorities effectively.
* Proficient in inspection techniques and quality assurance practices
* Fully Bilingual - English & Spanish
* Proven analytical, negotiation, and influencing skills
* Accountable and willing to take initiative
Preferred Qualifications:
* Bachelor's degree in Business Administration field
* Knowledge of US GAAP
* Experience with Oracle Finance applications
Working Conditions:
* Working conditions are normal for an office environment.
Our Culture
Our work is centered on our People and Culture as reflected in our Zero Distance philosophy and we recognize the importance of reaffirming our commitment to inclusion and diversity (I&D). This underscores our commitment to fostering an environment where every individual feels valued, connected, and empowered to contribute, while positioning our organization to adapt seamlessly to the evolving needs of our workforce and communities.
This reflects our dedication to creating solutions that: Empower colleagues by fostering an environment where all voices are heard, valued, and encouraged to contribute. Strengthen communities where we live and work. Reinforce a culture of belonging, purpose, and engagement. Reflect the diversity of the communities we serve through our workforce, products, and practices.
By further embedding Zero Distance into our People and Culture framework, we will continue to build a deeply connected organization. We are cultivating a culture of engagement, belonging, and connection, because while attracting new talent remains a priority, retention is a cornerstone of our strategy.
GE Appliances is a trust-based organization. It is important we offer our employees the flexibility they need to do their best work while balancing the needs of the business and individuals. When you join GE Appliances, you will have the opportunity to work with your leader to create a flexible work arrangement that balances the needs of the individual, team, and organization.
GE Appliances is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Appliances participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S
If you are an individual with a disability and need assistance or an accommodation to use our website or to apply, please send an e-mail to *******************************
$46k-74k yearly est. 1d ago
Relationship Banker- San Juan Corners Financial Center- Spanish Language Required
Bank of America 4.7
Investment banker job in San Juan, PR
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$43k-51k yearly est. Auto-Apply 60d+ ago
Senior Trader
Grupo Oricteropo Tropical
Investment banker job in Aguadilla, PR
Job Description
Who We Are
Grupo Oricteropo Tropical (GO Tropical) is a Puerto Rican Act 20 company, established to provide services such as capital allocation, risk management, software development, and centralized management ("headquarters" for TransMarket Group) to its international affiliates and customers. We have the intensity and passion of a technology startup while maintaining our stability and storied history as a respected member of the global financial system for over 40 years.
Our mission is to bless others through the services we provide and through the generous stewardship of the wealth we create. The impact we make with the work we do drives our humility, discipline, and pursuit of opportunity.
GO Tropical is excited to provide a unique employment opportunity with our rapidly growing team in Aguadilla, Puerto Rico. Our long-term employee training and development proves we value our people and want them to succeed at all levels in their careers. We have an entrepreneurial culture and collaboratively develop our business with patience and discipline; we work hard, learn constantly, and relentlessly improve our expertise.
Description
Our Quantitative Traders are passionate about improving the global economy by facilitating risk transfer and restoring order to prices. At Grupo Oricteropo Tropical, you will be called on to work with teammates to eliminate inefficiencies and manage risk in the world's financial markets. Our Senior Traders benefit from the resources and scale that our group can provide with its strong team and robust capital base to grow your effective trading strategy to the next level. The ideal candidate will have proven success and discipline in their trading strategies, a niche expertise, and excellent risk assessment and management.
Responsibilities
Utilize expertise in relative value market fundamentals, quantitative modeling, and risk management
Build and maintain quantitative model tools and analytics
Manage real-time execution of trading system
Collaborate with Senior Traders and Junior Traders to contribute to learnings and strategies
Mentor Junior Traders and promote their learning on the desk
Requirements
Bachelor's, Master's, or Doctorate in technical field and pertinent industry experience
Demonstrated passion for financial markets, finance, and trading
Deep understanding of finance, math, and statistics
Attention to detail and the ability to make sound judgments under pressure
Strong work ethic and willingness to do what it takes to get the job done
Ability to work in a fast-paced and collaborative environment
A strategy that is currently and consistently profitable; we are open to all markets and asset classes ranging from physical to electronic in any part of the world
This position requires physical presence and is onsite at our office in Aguadilla, PR
Benefits
We offer one of the most generous profit-sharing programs in the industry because we believe our employees should be able to take part in our rapid growth and success. We are proud to offer more world-class benefits for our employees and their families.
Grupo Oricteropo Tropical (GO Tropical) is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
$64k-112k yearly est. 30d ago
Financial Representative Trainee - Guaynabo, Puerto Rico
Careers Mutual of Omaha
Investment banker job in Puerto Rico
As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.
WHAT WE CAN OFFER YOU:
Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.
Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll demonstrate appropriate skills and pass a sales process competency test.
You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients.
You'll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Ability to successfully achieve criteria of Trainee Program.
Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.
Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program,
Highly self-motivated and results-oriented with ability to work independently and as part of a team.
Access to reliable transportation in order to attend appointments and meetings.
Ability to travel up to 50% of the work period and maintain a valid driver's license.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.
$36k yearly 60d+ ago
Junior Algorithmic Trader
Grupo Oricteropo Tropical
Investment banker job in Aguadilla, PR
Job Description
Who We Are
Grupo Oricteropo Tropical (GO Tropical) is a Puerto Rican Act 20 company, established to provide services such as capital allocation, risk management, software development, and centralized management ("headquarters" for TransMarket Group) to its international affiliates and customers. We have the intensity and passion of a technology startup while maintaining our stability and storied history as a respected member of the global financial system for over 40 years.
Our mission is to bless others through the services we provide and through the generous stewardship of the wealth we create. The impact we make with the work we do drives our humility, discipline, and pursuit of opportunity.
GO Tropical is excited to provide a unique employment opportunity with our rapidly growing team in Aguadilla, Puerto Rico. Our long-term employee training and development proves we value our people and want them to succeed at all levels in their careers. We have an entrepreneurial culture and collaboratively develop our business with patience and discipline; we work hard, learn constantly, and relentlessly improve our expertise.
Description
Our Algorithmic Traders use their expert understanding of the financial markets and market microstructure to develop relative value arbitrage trading software and build and improve trading strategies. As a Junior Algorithmic Trader, you will have the opportunity to experience relative value arbitrage trading paired with innovative software. You will partner with Senior Traders to assist and learn all facets of automated trading. From researching and analyzing high-frequency tick data and trading performance, to building mathematical models and performing time series analysis, you will experience a deep dive into real-time trading and gain exposure to build your expertise. The ideal candidate is intellectually curious, technically analytical, and has the desire to learn and apply programming skills in a fast-paced environment (Python, C++).
Responsibilities
Work with Senior Algorithmic Traders to assist and learn all facets of automated trading
Develop expertise in market microstructure, tick data, and automated trading systems
Learn and master object-oriented programming languages (C++ and Python)
Build and maintain trading quantitative model tools and analytics
Develop, code, maintain and support production quality automated trading software and strategies
Improve strategies and trade execution by performing post trade analyses and developing prediction models
Requirements
Pursuing a Bachelor's, Master's, or Doctorate in a technical field, such as but not limited to STEM or Finance, with a graduation date between December 2025 and Spring 2026, or 1-2 years of pertinent industry experience
Required courses: Data structures, Probability, Statistic,s and Linear Algebra
Minimum major GPA of 3.5/4 or equivalent scale
Proficiency and experience in object-oriented programming languages, C++, Python, and/or Java preferred
Proficiency and experience in Linux scripting are a plus
Demonstrated passion for markets, finance, and trading, such as, but not limited t,o personal trading, participation in trading competitions, attendance at firm discovery days, industry-related student groups or clubs, and/or prior internship experience preferred
Project or internship experience in data analysis, quantitative modeling, and/or machine learning
Passion for math and software applied to markets and trading
Strong understanding of computing, math, probability, statistics, and finance
Strong work ethic and willingness to do what it takes to get the job done
Excellent verbal and written communication skills
Ability to work within a team in a fast-paced environment
This position requires physical presence and is onsite at our office in Aguadilla, PR
View our resources to prepare for the interview process
Benefits
We offer one of the most generous profit-sharing programs in the industry because we believe our employees should be able to take part in our rapid growth and success. We are proud to offer more world-class benefits for our employees and their families.
Grupo Oricteropo Tropical (GO Tropical) is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
$63k-103k yearly est. 30d ago
Premier Relationship Banker, Ipoh Branch
HSBC 4.9
Investment banker job in Puerto Rico
Some careers open more doors than others.
If you're looking for a career that will unlock new opportunities, join HSBC and experience the
possibilities. Whether you want a career that could take you to the top, or simply take you in an
exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth
Management; and Global Private Banking, to become one of the world's largest global wealth
managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in
any other region, HSBC's wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our
dedicated colleagues serve millions of customers worldwide across the entire spectrum of private
wealth, ranging from personal banking for individuals and families, through to business owners,
investors and ultra-high-net-worth individuals. We provide products and services such as bank
accounts, credit cards, personal loans and mortgages, as well as asset management, insurance,
wealth management and private banking, that best suit our customers' needs.
We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in
the role of Premier Relationship Banker working together with colleagues to define, manage and
achieve divisional business targets.
Principal Responsibilities:
• Manage, acquire, grow and deepen Premier customers' relationships through effective
relationship management.
• Drive revenue and AUM growth expectations through holistic financial planning
• Ensure a high level of sales and services of HSBC retail products based on needs based selling
• Refer mortgage business to Mortgage Arranger (MA)
• Ensure best practice on wealth sales is being referred to peers and others
• Ensure compliance with products and sales policies, procedures and guidelines set by the
Bank and the relevant authorities are adhered and complied to at all times
Qualifications - External
• Candidate with experience in relationship Management of High Net Worth clients are
preferred.
• A recognized tertiary Diploma / Degree qualification;
• Relevant licence in marketing wealth and investment products such as PCE, TBE, CEILLI,
FIMM, IPPC is required
• Evidence of strong sales track record insurance and investment products
• Sales oriented, driven to produce results.
• Highly skilled in influencing, networking and portfolio management skills
• Fluent in spoken English and Bahasa Malaysia; candidate with proficiency to converse in
Mandarin / Cantonese would be an added advantage
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation
needed will be prioritized.
To understand why our Wealth colleagues like working at HSBC, please visit
***************************
HSBC is committed to building a culture where all employees are valued, respected and opinions
count. We take pride in providing a workplace that fosters continuous professional development,
flexible working and opportunities to grow within an inclusive and diverse environment. Personal
data held by the Bank relating to employment applications will be used in accordance with our
Privacy Statement, which is available on our website.
Issued by HSBC Bank Malaysia Berhad
$50k-59k yearly est. 27d ago
Senior Trader
Grupo Oricteropo Tropical
Investment banker job in Aguadilla, PR
Who We Are
Grupo Oricteropo Tropical (GO Tropical) is a Puerto Rican Act 20 company, established to provide services such as capital allocation, risk management, software development, and centralized management (“headquarters” for TransMarket Group) to its international affiliates and customers. We have the intensity and passion of a technology startup while maintaining our stability and storied history as a respected member of the global financial system for over 40 years.
Our mission is to bless others through the services we provide and through the generous stewardship of the wealth we create. The impact we make with the work we do drives our humility, discipline, and pursuit of opportunity.
GO Tropical is excited to provide a unique employment opportunity with our rapidly growing team in Aguadilla, Puerto Rico. Our long-term employee training and development proves we value our people and want them to succeed at all levels in their careers. We have an entrepreneurial culture and collaboratively develop our business with patience and discipline; we work hard, learn constantly, and relentlessly improve our expertise.
Description
Our Quantitative Traders are passionate about improving the global economy by facilitating risk transfer and restoring order to prices. At Grupo Oricteropo Tropical, you will be called on to work with teammates to eliminate inefficiencies and manage risk in the world's financial markets. Our Senior Traders benefit from the resources and scale that our group can provide with its strong team and robust capital base to grow your effective trading strategy to the next level. The ideal candidate will have proven success and discipline in their trading strategies, a niche expertise, and excellent risk assessment and management.
Responsibilities
Utilize expertise in relative value market fundamentals, quantitative modeling, and risk management
Build and maintain quantitative model tools and analytics
Manage real-time execution of trading system
Collaborate with Senior Traders and Junior Traders to contribute to learnings and strategies
Mentor Junior Traders and promote their learning on the desk
Requirements
Bachelor's, Master's, or Doctorate in technical field and pertinent industry experience
Demonstrated passion for financial markets, finance, and trading
Deep understanding of finance, math, and statistics
Attention to detail and the ability to make sound judgments under pressure
Strong work ethic and willingness to do what it takes to get the job done
Ability to work in a fast-paced and collaborative environment
A strategy that is currently and consistently profitable; we are open to all markets and asset classes ranging from physical to electronic in any part of the world
This position requires physical presence and is onsite at our office in Aguadilla, PR
Benefits
We offer one of the most generous profit-sharing programs in the industry because we believe our employees should be able to take part in our rapid growth and success. We are proud to offer more world-class benefits for our employees and their families.
Grupo Oricteropo Tropical (GO Tropical) is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
$64k-112k yearly est. Auto-Apply 60d+ ago
Junior Quantitative Trader
Grupo Oricteropo Tropical
Investment banker job in Aguadilla, PR
Who We Are
Grupo Oricteropo Tropical (GO Tropical) is a Puerto Rican Act 20 company, established to provide services such as capital allocation, risk management, software development, and centralized management (“headquarters” for TransMarket Group) to its international affiliates and customers. We have the intensity and passion of a technology startup while maintaining our stability and storied history as a respected member of the global financial system for over 40 years.
Our mission is to bless others through the services we provide and through the generous stewardship of the wealth we create. The impact we make with the work we do drives our humility, discipline, and pursuit of opportunity.
GO Tropical is excited to provide a unique employment opportunity with our rapidly growing team in Aguadilla, Puerto Rico. Our long-term employee training and development proves we value our people and want them to succeed at all levels in their careers. We have an entrepreneurial culture and collaboratively develop our business with patience and discipline; we work hard, learn constantly, and relentlessly improve our expertise.
Description
Our Quantitative Traders are passionate about improving the global economy by facilitating risk transfer and restoring order to prices. At Go Tropical, you will be called on to work with teammates to eliminate inefficiencies and manage risk in the world's financial markets.
As a Junior Trader, you will gain early exposure to real-time trading in order to develop situational awareness and a deep understanding of the market. In collaboration with Senior Traders and development through our formalized education program, you will have the scope to utilize risk management and strategic thinking skills to guide trades and explore new trading opportunities. The ideal candidate is intellectually curious, strives for continual improvement, has a disciplined appetite for risk, and is dedicated to mastering their market.
Responsibilities
Partner with Senior Traders to assist in and learn all facets of trading
Develop expertise in relative value market fundamentals, quantitative modeling, and risk management
Build and maintain quantitative model tools and analytics
Manage real-time execution of semi-automated trading system
Learn and analyze real-time trades
Research and improve upon trading strategies
Requirements
Bachelor's, Master's, or Doctorate degree in a technical or industry related field such as, but not limited to, mathematics, statistics or mathematical finance with a graduation date between December 2025 and Spring 2026
Required coursework: Differential Equations, Linear Algebra, Multivariable Calculus, Probability or Advanced Statistics
Minimum major GPA of 3.5/4 or equivalent scale
Proficiency in Python required and some experience with C++ and other computer programming languages preferred
Demonstrated passion for markets, finance, and trading such as, but not limited to personal trading, participation in trading competitions, attendance at firm discover days, industry related student groups or clubs and/or prior internship experience preferred
Deep understanding of finance, math, and statistics
Attention to detail and the ability to make sound judgments under pressure
Strong work ethic and willingness to do what it takes to get the job done
Ability to work in a fast paced and collaborative environment
This position requires physical presence and is onsite at our office in Aguadilla, PR
View our resources to help prepare for the interview process.
Benefits
We offer one of the most generous profit-sharing programs in the industry because we believe our employees should be able to take part in our rapid growth and success. We are proud to offer more world-class benefits for our employees and their families.
Grupo Oricteropo Tropical (GO Tropical) is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
$63k-103k yearly est. Auto-Apply 60d+ ago
Junior Algorithmic Trader
Grupo Oricteropo Tropical
Investment banker job in Aguadilla, PR
Who We Are
Grupo Oricteropo Tropical (GO Tropical) is a Puerto Rican Act 20 company, established to provide services such as capital allocation, risk management, software development, and centralized management (“headquarters” for TransMarket Group) to its international affiliates and customers. We have the intensity and passion of a technology startup while maintaining our stability and storied history as a respected member of the global financial system for over 40 years.
Our mission is to bless others through the services we provide and through the generous stewardship of the wealth we create. The impact we make with the work we do drives our humility, discipline, and pursuit of opportunity.
GO Tropical is excited to provide a unique employment opportunity with our rapidly growing team in Aguadilla, Puerto Rico. Our long-term employee training and development proves we value our people and want them to succeed at all levels in their careers. We have an entrepreneurial culture and collaboratively develop our business with patience and discipline; we work hard, learn constantly, and relentlessly improve our expertise.
Description
Our Algorithmic Traders use their expert understanding of the financial markets and market microstructure to develop relative value arbitrage trading software and build and improve trading strategies. As a Junior Algorithmic Trader, you will have the opportunity to experience relative value arbitrage trading paired with innovative software. You will partner with Senior Traders to assist and learn all facets of automated trading. From researching and analyzing high-frequency tick data and trading performance, to building mathematical models and performing time series analysis, you will experience a deep dive into real-time trading and gain exposure to build your expertise. The ideal candidate is intellectually curious, technically analytical, and has the desire to learn and apply programming skills in a fast-paced environment (Python, C++).
Responsibilities
Work with Senior Algorithmic Traders to assist and learn all facets of automated trading
Develop expertise in market microstructure, tick data, and automated trading systems
Learn and master object-oriented programming languages (C++ and Python)
Build and maintain trading quantitative model tools and analytics
Develop, code, maintain and support production quality automated trading software and strategies
Improve strategies and trade execution by performing post trade analyses and developing prediction models
Requirements
Pursuing a Bachelor's, Master's, or Doctorate in a technical field, such as but not limited to STEM or Finance, with a graduation date between December 2025 and Spring 2026, or 1-2 years of pertinent industry experience
Required courses: Data structures, Probability, Statistic,s and Linear Algebra
Minimum major GPA of 3.5/4 or equivalent scale
Proficiency and experience in object-oriented programming languages, C++, Python, and/or Java preferred
Proficiency and experience in Linux scripting are a plus
Demonstrated passion for markets, finance, and trading, such as, but not limited t,o personal trading, participation in trading competitions, attendance at firm discovery days, industry-related student groups or clubs, and/or prior internship experience preferred
Project or internship experience in data analysis, quantitative modeling, and/or machine learning
Passion for math and software applied to markets and trading
Strong understanding of computing, math, probability, statistics, and finance
Strong work ethic and willingness to do what it takes to get the job done
Excellent verbal and written communication skills
Ability to work within a team in a fast-paced environment
This position requires physical presence and is onsite at our office in Aguadilla, PR
View our resources to prepare for the interview process
Benefits
We offer one of the most generous profit-sharing programs in the industry because we believe our employees should be able to take part in our rapid growth and success. We are proud to offer more world-class benefits for our employees and their families.
Grupo Oricteropo Tropical (GO Tropical) is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.