Banking and Finance Executive Search | Monroe Consulting Group

Executive Search & Headhunting Recruitment Services for the Banking and Finance Industry

Executive recruitment company Monroe Consulting Group team of experts are able to identify the best talents within the Banking and Finance sector. Monroe's Professional Services division’s knowledge of the Banking and Finance industry allows our executive search consultants to excel in headhunting senior executives for leading national and multinational brands within the Banking and Finance market.

Monroe Consulting Group’s recruitment consultants are well-entrenched across the Banking and Finance industry, enabling consultants to provide both our clients and candidates with a wealth of experience, intimate industry knowledge and the networks required for placing high-profile talent into key positions. In this fast-paced and competitive market, we offer a proven expert service to businesses and talent across a global network. Our dedicated team of experts know their markets meticulously and continue to adapt to the changes in market conditions and trends which enables them to source and secure hard-to-find talent.

Browse our current job opening or contact our consultants to find the next career opportunity for you.

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Latest roles.

Investment Consultant

Executive recruitment company Monroe Consulting Group's Professional Division is partnering with a leading financial institution that is making its mark in the investment realm. Our esteemed client is seeking an experienced professional to be their Investment Consultant for their wealth and advisory team. Job Responsibilities: Liaising with Advisory Team and Investment Team on in-house research views and market outlooks in relation to the production of appropriate business development collateral. Consistently works to deepen existing relationships with business units and regional representatives to increase value-added support to them. Meeting clients to review current investment arrangements, discuss market / industry developments and potential changes to consider / implement. Conduct investments-related presentation and training to support & lead client education events to help client gain better knowledge of financial markets and financial solutions. Construct portfolios for clients depending on their goals and risk profiles. Conduct portfolio reviews with representatives, assess product suitability and market change impact to products help by clients as appropriate, identify opportunities and manage risks. Other investment advisory support. Undertake ad-hoc functions and related duties as required. Requirements: Degree in related field (finance, investment, economics, accounting, actuarial science). Strong work ethic along with strong interpersonal and communication skills. Capable of taking responsibility for deliverables within a small, dynamic and high functioning team. Have solid understanding of financial markets and be able to communicate at all levels, internally and externally. Interested in investment markets/products along with the motivation to learn more about the financial investment landscape and sales process are key requirements. Outstanding communication, presentation and interpersonal skills. Excellent organisation and project management skills. Strong ability to articulate complex ideas and develop them into tangible benefits to clients and sales representatives, coach and develop talents, cope with ambiguities.

Kuala Lumpur
Permanent
Negotiable

Customer Service (US shift)

Executive recruitment company Monroe Consulting Group's Professional Division is partnered with a rapidly expanding international insurance brokerage firm. Our distinguished client's expertise includes general insurance serving a large customer base in the US. Due to their rapid growth and expansion, they are currently seeking for an exceptional Customer Service Representative with 2 years of relevant experience who is able to work around the US time zone. Job Responsibilities: Assist US office sales in obtaining insurance quotation. Address customer questions while ensuring customer satisfaction Communicate effectively via phone and email to service accounts. (Inbound CSR + chat or emails + backend responsibilities if needed) Assist in cross sales through referrals and account rounding. Job Requirements: Proficient in a variety of computer software applications, such as Word, Excel, CSR management software. Proficiency in spoken Mandarin is a must Possess a high school diploma, college diploma or degree in any relevant field Able to work around US time zone; 6PM - 2AM

Malaysia
Permanent
Negotiable

RPO Relationship Manager (Banking)

Executive recruitment company Monroe Consulting Group Indonesia is recruiting for Relationship Manager on behalf of one of the notable big banks in Indonesia. Are you an experienced relationship manager with a knack for building client loyalty and managing high-net-worth portfolios? If you have WPPE and AAJI certification, we'd love to connect! This role offers a prime opportunity to advance your career in the dynamic world of banking, providing tailored financial solutions to high-value clients and building long-term wealth management strategies which will focus on Funding and Wealth Management segment. Key Responsibilities: Client Acquisition & Relationship Management: Actively acquire new clients and nurture existing relationships, consistently meeting and exceeding ambitious targets. Wealth Solutions Expertise: Provide specialized financial products, including investments and loans, tailored to individual client profiles, supported by an experienced Product Team. Portfolio Optimization: Develop strategies that maximize client portfolio growth, building trust and fostering loyalty. Client Tier Advancement: Identify and upgrade promising clients to Priority Client status, giving them access to exclusive banking solutions and services. Qualifications: Education: Bachelor's degree in any field, preferably from a reputable university. Experience: At least 3 years in a Relationship Manager role within banking or wealth management. Certifications: Must have WPPE (Wakil Perantara Pedagang Efek) and AAJI (Asosiasi Asuransi Jiwa Indonesia) certifications. Skills: Exceptional interpersonal, communication, and sales skills; strong knowledge of banking and wealth management products.

Indonesia
Permanent
Negotiable

VP2, Head of Channel Ops-Retail Ops

Executive recruitment firm Monroe Consulting Group's Professional Division is partnering with a leading financial institution that is making its mark in the innovation realm. Our esteemed client is seeking a Head of Channel Retail and Operations to join their dynamic team. Job Responsibilities: Lead and manage the Channel Operations Centre team, ensuring smooth day-to-day operations while meeting SLA requirements and key deliverables. Oversee operational performance, ensuring strict compliance with internal policies, regulatory guidelines, and risk management frameworks. Drive process improvements and operational efficiency by streamlining workflows, reducing turnaround time, and optimizing resource allocation without compromising quality. Conduct internal reviews and audits to maintain high standards of operational control and compliance. Perform data analysis and reporting, identifying key trends, recommending corrective actions, and implementing preventive measures. Manage and resolve customer and business unit inquiries, ensuring timely and effective solutions. Spearhead operations-related projects, including automation initiatives and process enhancements. Lead, mentor, and develop a high-performing team, fostering a culture of excellence in productivity and service quality. Ensure all operational procedures are consistently updated and aligned with best practices. Identify opportunities for innovation to enhance operational effectiveness within the division. Job Requirements: Bachelor's degree in a relevant field. At least 10 years of experience in retail banking operations, specializing in account maintenance, financial payments, customer claims, and cheque processing. Proven team management experience of at least 10 years Strong expertise in change management projects, including successful RPA and automation implementations.

Malaysia
Permanent
Negotiable

SVP - Head of Wholesale Banking & Trade Operations

Executive recruitment firm Monroe Consulting Group's Professional Division is partnering with a leading financial institution that is making its mark in the innovation realm. Our esteemed client is seeking an experienced professional to be their SVP of Wholesale Banking & Trade Operations. Job Responsibilities: Responsible for overall leadership management of Wholesale Banking Operation Functions, infrastructure and resources to ensure efficient delivery of transaction processing based on the agreed timelines with clients and relevant stakeholders, and within the bounds of the internal policies, bank regulations. Lead and oversee the Operations Function in ensuring business strategy, plans and initiatives are delivered. Build a high-performance team whilst driving the on-going change management initiatives to enhance the digitalization. Work closely with the governance/technology and other key stakeholders to contribute to the overall Bank change strategy. Manage yearly book of work, budgets and resourcing matters. Keep updated on any industry developments & initiatives relevant to Wholesale Banking Operations. Job Requirement: Minimum 10 years to 12 years of leadership role managing Wholesale Banking Operations (Cash Management/ Trade Finance/ Loans) with strong leadership qualities. Strong knowledge of OFAC/Anti-boycott/Anti-Money Laundering/High Risks Transaction. Strong cross functional skills includes good communication and influencing skills, foster culture of collaboration and strategic thinker solutions-oriented to contribute to the overall operations strategy. Demonstrated change mindset, innovative, and experience leading transformational change activities. Proficient in Microsoft Office applications. Minimum a recognised degree in a relevant field. Certified in relevant Industry certifications e.g., CDCS, CITF, CSDG (plus point) Certified in ACAMS (plus point)

Kuala Lumpur
Permanent
Up to RM324000.00 per annum

Head of Fund Operation (Technology), Bangkok, Thailand

Award winning Executive recruitment company, Monroe Consulting Group is recruiting on behalf of a privately held investment firm based in Bangkok, specializing in wealth management for partner families and investors. The company employs a multi-family office model, engaging in diverse asset classes such as hedge funds, private equity, and venture deals. With a strong track record in capital markets and private opportunities, the firm leverages its network to access non-traditional investments. It has also participated in notable funding rounds, including investments in Thailand-based ventures. Our client seeks a skilled Head of Fund Operation to oversee fund finance, ensuring accuracy, efficiency, and compliance. Responsibilities include fund accounting, reporting, and cash flow management while coordinating with administrators and external providers. The ideal candidate brings leadership, hands-on experience, and a background in fund or alternative asset management. Strong financial expertise and problem-solving skills are essential to support investment activities and fund structuring. Our respected client is seeking an experienced Head of Fund Operation to oversee fund finance operations, ensuring accuracy, efficiency, and compliance with regulatory requirements. This role involves managing fund accounting, financial reporting, and cash flow while working closely with fund administrators and external service providers. The ideal candidate will have strong leadership skills, a hands-on approach, and experience in fund or alternative asset management. This position requires excellent financial expertise, problem-solving abilities, and the capability to support investment activities and fund structuring. Job Responsibilities Manage all aspects of fund finance operations, ensuring smooth execution and regulatory compliance. Monitor and oversee cash flow, including capital calls and distributions. Collaborate with fund administrators to maintain accurate fund accounting and timely financial reporting. Establish and refine financial processes and internal controls to improve operational efficiency. Ensure adherence to industry regulations and best practices. Supervise the preparation of financial statements, investor reports, and fund documentation. Support acquisitions by assisting with structuring, entity setup, and coordinating with investment teams to facilitate seamless transactions. Oversee fund structuring, valuation, and contribute to fundraising initiatives. Provide operational and financial guidance to the investment team. Manage audits and tax reporting processes for funds. Deliver financial insights and analysis to aid investment decision-making and strategic planning. Build and maintain relationships with external stakeholders, including auditors, tax advisors, and legal counsel. Generate and present fund performance reports to senior leadership and investors. Supervise and mentor junior team members, fostering professional development. Handle additional financial projects and ad-hoc assignments as required. Job Requirements A bachelor's degree in finance, Accounting, or a related discipline; an advanced qualification (MBA, CPA, or equivalent) is advantageous. Extensive years of experience in fund finance or accounting, ideally within private equity or alternative asset management. Familiarity with both large-scale and small-scale fund operations is beneficial. In-depth understanding of fund accounting, financial reporting, and regulatory compliance. Experience in collaborating with fund administrators and overseeing external financial service providers. Proven ability to manage multiple tasks efficiently in a dynamic, fast-moving environment. Strong leadership and team management skills, with the ability to work across various departments. Sharp analytical and problem-solving abilities, coupled with keen attention to detail. Excellent communication and interpersonal skills, with the ability to convey financial concepts clearly. Proficiency in both Thai and English is highly preferred. Hands-on, proactive, and results-driven mindset. Well-developed organizational skills, capable of handling competing priorities effectively. Adaptability to evolving business needs and operational challenges. Innovative and flexible approach to problem-solving.

Thailand
Permanent
Negotiable

Collection Management Analyst

Executive search firm Monroe Consulting Group Philippines is recruiting on behalf on behalf of an American multinational company, with products sold in over 180 countries. Our respective client is looking for Collection Management Analyst. Guaranteed 14th month pay Leave conversion PHP10,000 annual medical reimbursement Retirement plan What your day looks like You will work within the Sales Office to ensure treasury-related transactions, such as monitoring and counting of remittances, safekeeping of cash and checks, and management of revolving funds, are executed timely and accurately. You will ensure accuracy, timeliness, and completeness in: Recording remittances including monitoring of cash and check collection. This includes daily preparation of cash and checks for transmittal to the bank. Preparation of bank reconciliations including the early resolution of reconciling items. This includes preparation of related banking reports for submission to Treasury HQ. Manage revolving funds including disbursements of vendor payments, reimbursement of expenses, monitoring revolving fun levels, and submission of branch expense report to Accounts Payable. Ensure Sales Office treasury-related transactions are compliant with financial controls and with relevant PMI Practices & Principles including Fiscal Compliance Policies and Sarbanes-Oxley requirements End to end CWT Management, including monitoring and submission of Creditable Withholding Tax forms and liaising with the Tax Team. What you need to have Bachelor's degree in Accounting, Business, or other related course 1-3 years of work experience, handling or overseeing an accounting, financial support, treasury function, credit management, or cashiering, preferably in a multinational company (MNC) or bank Exposure in direct selling/distribution company of FMCG is preferred but not required Exposure in Creditable Withholding Tax (CWT) Management (End to End Process) Work Schedule and Location Generally Mondays to Fridays, 8AM - 5PM Saturdays, 8AM - 12 NN Based in Marikina Sales Office Full onsite work arrangement

City of Marikina
Permanent
Negotiable

Marketing Specialist

Executive Recruitment Firm Monroe Consulting Group Philippines is recruiting on behalf of a financial technology company in the Philippines, operating as an Electronic Money Issuer licensed by the Bangko Sentral ng Pilipinas. They provide financial services through their e-wallet and develop payment solutions for businesses nationwide. Key Responsibilities: Develop, implement and manage innovative campaigns and events, for branding or product launches. Identify effective marketing and promotional channels, including media platforms to be used to relay product messages to customers. Conduct market research to identify customer trends, competitor offerings and demographic data. Establish and maintain relationships with new and existing clients through networking and prospecting. Create goals and objectives to approach customers through appropriate marketing channels. Create graphics and copywriting across all platforms. Key Requirements: 5 years proven experience as a marketing specialist or similar role Commercial awareness and a creative mind Thorough understanding of marketing elements (traditional and digital) such as SECO / social media, etc., and market research methods, marketing data analytics and tools Well-organized and detail oriented Exceptional communication and writing skills Solid experience in marketing software (Adobe Creative Suite and CRM), and applications (Web analytics, Google AdWords etc.)

Pasig
Permanent
Negotiable

Marketing Associate (Graphics Design - focused)

Executive search firm is recruiting on behalf of reputable financial service company that provides financial guidance to high-net-worth individuals, families, non-profit organizations and company retirement plans headquartered in Seattle, WA. About the Role: We are seeking an experienced and creative Senior Designer to join our team. In this role, you will be responsible for designing and implementing visually appealing and user-friendly web interfaces. You will work closely with our marketing, content, and development teams to ensure a cohesive visual brand across all digital platforms. Key Responsibilities: Create visually appealing graphics and content for marketing materials, ensuring consistency with brand guidelines. Collaborate with the marketing team to design and produce engaging presentation decks and visuals for promotional campaigns, advertisements, and social media posts. Assist in managing and updating the company's website and social media channels. Stay current with digital marketing trends and best practices, incorporating new ideas into marketing strategies. Develop and execute marketing campaigns across various platforms, including social media, email, and web. Monitor and analyze the performance of marketing campaigns, providing insights and recommendations for improvement. Support the marketing team with additional tasks as needed. Key Requirements: Bachelor's degree in Marketing, Graphic Design, or a related field. Minimum of 5 years of experience in digital marketing and graphic design. Proficiency in design software such as Adobe Creative Suite (Photoshop, Illustrator, InDesign). Strong understanding of digital marketing principles and best practices. Excellent communication and organizational skills. Ability to work independently and collaboratively in a fast-paced environment. Attention to detail and a creative mindset. Experience with video editing and motion graphics is a plus. Proficiency with Microsoft Office Suite Additional Experience/Skills: Web Design Graphic Design Adobe Creative Suite (Photoshop, Illustrator, XD) HTML/CSS JavaScript Responsive Design User Interface (UI) Design User Experience (UX) Design Project Management Communication and Collaboration Experience with AI Technologies and ability to integrate AI capabilities

City of Taguig
Permanent
Negotiable

Director, Wealth Partners

Executive recruitment company Monroe Consulting Group's Professional Division is partnering with a leading financial institution that is making its mark in the investment realm. Our esteemed client is seeking an experienced professional to be their Director of Wealth Partners for their wealth and advisory team. Job Responsibilities: Managing and leading the department in sales and recruitment of UT consultants. Managing the department to be in line with the company vision Buildup/groom the department agency force via servicing existing agents and development/recruit potential/new agents. Leading the department and agency force in achieving/working towards the Company's targeted sales KPI and other objectives. Provide training, guidance, and support to Business Development Managers. Plan marketing, corporate and sales campaigns to continuously drive the department to foster relationship and build the development of the department. To provide market intelligence to formulate effective sales strategies to address market competition for the department. To update, provide feedback to the Chief Sales and Regional Officer on any issues, any opportunities sighted, lacing in processes, procedures and recommend change. Pro-actively initiate and roll out approved promotional program to drive sales productivity for the department. Manage attrition and growth of AUA of the department-managing the product growth. To ensure compliance whilst marketing all funds to business partners at all business levels. To ensure usage of sales systems and sales reports are submitted promptly by Business Development Managers. All other matters ancillary to the above. To perform any other related duties that management may require from time to time Job Requirements: Degree in Business, Economics, Sales, Finance, or its equivalently. Preferably 5 years of working experience in similar fields. A team player, proactive and self-starter. Good communication and presentation skills. Possess own transportation and willing to travel.

Malaysia
Permanent
Negotiable

HR Senior Manager (Leasing), Bangkok, Thailand

Award winning Executive recruitment company, Monroe Consulting Group is recruiting on behalf of an international financial leasing company providing leasing services to both corporate and individual clients. Our respected client is looking for an HR Senior Manager to lead the human resources department operations supporting the Chief People Officer. The HR Senior Manager will oversee and manage the company's human resources core functions such as training & organization development, payroll & recruitment, and corporate affairs Job Responsibilities Strategic planning of the human resources function. In charge of recruitment, training and development, compensation, staff welfare and facilities. Formulates policies and supervises policy and legal compliance. Lead, evaluate and develop a team of professionals to ensure all HR activities are implemented effectively, within established budgets and complies with all relevant regulations, laws and employment standards. Implement the organization's human resource strategy so that the organization attracts, manages, develops and retains the employees it needs to achieve current and future business objectives. Take a lead role in transforming and strengthening the organizational culture, ensuring that the company values and approach are displayed. Direct, control and coordinate the activities of a range of diverse administrative or staff functions, including human resources and corporate services Job Requirements Relevant bachelor's degree in any related fields Relevant years of experience in human resources with senior leadership role Experience in Financial or Banking Business is preferable Able to communicate effectively in English both speaking and written Good interpersonal, communication and negotiation skills Diligent, able to work well under pressure