Banking and Finance Executive Search | Monroe Consulting Group

Wealth Relationship Manager (Financial services)

Monroe Consulting Group is recruiting on behalf of a leading financial and investment services company that is revolutionizing wealth management in Thailand. This company is at the forefront of investment innovation, offering cutting-edge digital platforms, tailored advisory services, and a diverse range of financial products. With a strong commitment to expanding its wealth management division. Join this leading firm as a Wealth Relationship Manager, where you will play a key role in driving portfolio growth, fostering strong relationships with high-net-worth clients, and delivering tailored investment solutions to meet their financial objectives. This position is ideally suited for experienced professionals in wealth management with a proven track record of managing high-value portfolios. If you are seeking an opportunity to excel in a dynamic and growing financial environment, this role offers a platform for professional advancement and meaningful client engagement. Job Responsibilities Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, ensuring their investment needs are met and exceeded. New Business Acquisition: Proactively identify and acquire new clients through market research, networking, and referrals, expanding the client base. Tailored Investment Solutions: Assess clients' financial goals, risk profiles, and preferences to recommend customized investment strategies and solutions. Portfolio Management: Oversee and manage clients' portfolios, ensuring optimal asset allocation and consistent performance monitoring. Transaction Facilitation: Facilitate smooth and accurate investment transactions, coordinating with relevant parties to ensure timely execution. Strategic Planning: Develop and execute strategic call plans to deepen existing relationships and expand the client pipeline. Collaboration: Work closely with the product and marketing teams to implement client acquisition and retention campaigns. Compliance & Governance: Ensure all client activities comply with regulatory requirements, market conduct standards, and ethical practices. Reporting & Documentation: Prepare detailed reports, call plans, and updates on client meetings and portfolio performance, ensuring clear communication with internal teams. Job Requirements Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, or a related field. Experience in wealth management, investment advisory, or a related field, with a strong focus on managing high-value portfolios. Proven track record of managing large AUM portfolios. Must hold an IC License and be well-versed in Thai financial market regulations. Deep understanding of financial markets, investment products, and local regulatory frameworks. Demonstrated ability to build and maintain strong, long-term relationships with high-net-worth clients. Excellent verbal and written communication, negotiation, and interpersonal skills. Strong ability to assess client needs, analyze market trends, and recommend tailored investment strategies. Ability to work independently, manage multiple tasks while maintaining high performance standards and collaborate effectively with internal teams such as product and marketing to implement client strategies and campaigns.

Thailand
Permanent
THB100000 - THB200000 per month

Treasury Head

Executive search firm Monroe Consulting Group is recruiting on behalf of a growing digital bank which serves as a bridge between traditional banking and digital finance. Our respective client is looking for a Treasury Head who is well-versed in Liquidity & Cash Management, Funding Strategy, Capital Market, Reconciliation, & Treasury Operations. This is a Full Onsite role based in Taguig City, Metro Manila, Philippines. Job Summary: Treasury Head is responsible for overseeing the bank's treasury operations, including liquidity management, funding, capital markets, and financial risks. This leadership role is responsible for developing and executing strategies to optimize the bank's balance sheet, maintain regulatory compliance, and support sustainable business growth. Key job responsibilities include: Manage day-to-day liquidity to ensure adequate funding across all entities and currencies; oversee cash flow forecasting and optimization. Manage short- and long-term funding strategies, including interbank and capital market activities. Develop and execute short-term and long-term funding strategies; manage relationships with financial institutions, investors, and rating agencies. Manage capital structure to meet regulatory and strategic targets Formulate and execute both short-term and long-term funding strategies, including interbank borrowing and capital market transactions. Lead cash flow forecasting, optimization, and capital structure planning. Coordinate with external stakeholders (investors, credit agencies, counterparties) for funding and capital raising. Oversee market-facing treasury activities including debt issuance, FX, and interest rate hedging. Monitor market trends and macroeconomic indicators. Manage relationships with banks, rating agencies, and market counterparties; lead funding transactions as needed. Ensure compliance with regulatory requirements and internal policies. Maintain accurate records of all financial transactions and investments. Collaborate with Risk, Compliance, and Finance teams on regulatory reporting and audits. Oversee treasury team to ensure operational efficiency and accuracy. Other tasks as assigned by the CFO. Key job requirements include: Bachelor's degree in Finance, Economics, Accounting, or a related field; MBA or CFA preferred. Minimum 10-15 years of experience in banking, with at least 5 years in a senior treasury or finance leadership role. Strong knowledge of financial markets, instruments, and regulatory frameworks. Proven experience in liquidity management, capital markets, and funding strategy. Excellent leadership, analytical, and stakeholder management skills Proficiency in treasury systems and financial modeling tools. Experience working in regional or global banks. Familiarity with digital treasury platforms and treasury transformation initiatives. Strong interpersonal skills with ability to influence at all levels of the organization.

City of Taguig
Permanent
Negotiable

Chief Information Security Officer

Executive search firm Monroe Consulting Group Philippines is recruiting on behalf of a growing savings bank that has been thriving in servicing SMEs in the market. The job is based in Makati City, Philippines The Chief Information Security Officer serves as the process owner of all assurance activities related to the availability, integrity and confidentiality of customer, business partner, employee and business information in compliance with the organization's information security policies. Working with executive management to determine acceptable levels of risk for the organization. This position is responsible for establishing and maintaining a corporate-wide information security management program to ensure that information assets are adequately protected. Key Job Responsibilities: Develop, implement and monitor a strategic, comprehensive enterprise information security and IT risk management program Work directly with the business units to facilitate risk assessment and risk management processes Develop and enhance an information security management framework Understand and interact with related disciplines through committees to ensure the consistent application of policies and standards across all technology projects, systems and services Provide leadership to the enterprise's information security organization Partner with business stakeholders across the company to raise awareness of risk management concerns Assist with the overall business technology planning, providing a current knowledge and future vision of technology and systems Key Job Requirements: Degree in business administration or a technology-related field required. Professional security management certification Minimum of eight to 12 years of experience in a combination of risk management, information security and IT. Knowledge of common information security management frameworks, such as ISO/IEC 27001, and NIST. Excellent written and verbal communication skills and high level of personal integrity Innovative thinking and leadership with an ability to lead and motivate cross-functional, interdisciplinary teams Experience with contract and vendor negotiations and management including managed services.

Makati City
Permanent
Negotiable

Paraplanner - Manager

Executive recruitment company Monroe Consulting Group Philippines is recruiting on behalf of a premier international provider of outsourced accounting, bookkeeping, taxation, and financial services. Our client is setting up an offshoring centre in the Philippines to support Australian Financial Advisers and Financial Planners. We are looking for an experienced paraplanning manager who will initially act as a client-facing paraplanner, set up new clients and processes, and gradually take responsibility for team management, delivery, quality, and timelines, working in very close coordination with the India operations team and strictly as per established processes. Key responsibilities: Act as the primary client-facing contact for Australian financial advisory clients. Independently handle paraplanning and paraplanning admin work, including SOAs, ROAs, strategy documents, and implementation support. Set up clients, workflows, checklists, and turnaround times (TATs). Work in very close coordination with India operations and follow defined processes and delivery standards. Hire, train, and manage paraplanners and admin support staff as the team grows. Review work for accuracy, quality, compliance, and timelines before client delivery. Ensure all client deliverables meet agreed TAT and quality requirements. Key requirements: Bachelor's degree in Accounting, Finance, or a related field. Minimum 5 years' experience in Australian paraplanning or financial planning support. At least 1-2 years of team leadership experience Strong experience in direct client interaction with Australian advisers. Strong understanding of Australian financial planning processes including superannuation, investments, insurance, and retirement strategies. Experience with financial planning software Xplan is a MUST. Experience with other financial planning software such as AdviserLogic and Midwinter is a plus Excellent English communication skills and strong attention to detail. Ability to work independently in a setup and scale-up environment.

Philippines
Permanent
Negotiable

Head of Human Resources (Banking), Bangkok, Thailand

Award winning Executive recruitment company, Monroe Consulting Group is recruiting on behalf of a large, corporate bank in Thailand. The company is recognized for its banking services to multi-national corporate clients locally and globally. They are seeking an experienced AVP-Business Strategy to join their Bangkok office and support their regional operations. We are seeking an experienced Group Head - HR Services to join the team in Bangkok. This role focuses on leading recruitment and HR service functions, with a strong focus on employee welfare and onboarding processes. This role ensures smooth HR operations and service delivery across the organization. Job Responsibilities Lead and oversee recruitment activities, ensuring timely and quality hiring aligned with business needs Manage HR service functions, including employee welfare, onboarding, and related HR processes Supervise and coach direct reports Work closely with HR personnel responsible for HR operations to ensure seamless coordination Ensure HR service processes are efficient, compliant, and consistently applied Act as a key point of contact for HR service matters and support the Head of HR on assigned initiatives Job Requirements Strong experience in recruitment and HR service operations Background in banking or financial services is highly preferred Proven leadership and people management skills Strong understanding of employee lifecycle processes, especially onboarding and welfare

Thailand
Permanent
Negotiable

Credit Operations Manager

Executive search firm Monroe Consulting Group Philippines is recruiting on behalf of a dynamic and fast-growing company in the financial services sector to recruit for a Credit Operations Manager. Job Summary The credit Operations Manager oversees the end-to-end processing, monitoring, and servicing credit products within the bank. This role ensures that credit operations are compliant, efficient, accurate, and aligned with regulatory requirements and internal policies. The manager is responsible for leading the credit operations team, optimizing credit workflows, ensuring timely loan approvals and releases, enhancing customer experience, and safeguarding the bank from operational and credit-related risks. Key Responsibilities Credit Processing & Administration Oversee the end-to-end loan processing cycle-from application intake, document verification, evaluation support, approval routing, booking, and release. Ensure accuracy, completeness, and timeliness of all credit documentation, including financial statements, collateral documents, and regulatory forms. Manage loan booking, system encoding, and loan disbursement processes in compliance with bank standards. Develop and maintain efficient credit workflows and turnaround time (TAT) standards. Credit Monitoring & Portfolio Management Monitor loan portfolio performance including payments, collections, delinquencies, and restructuring. Ensure proper maintenance of credit files and monitoring tools (post-approval conditions, collateral monitoring, insurance, renewals, etc.). Coordinate with Credit Risk, Collections, and Branch Banking for timely actions on overdue accounts. Compliance & Regulatory Management Ensure adherence to BSP regulations, AML/CFT guidelines, Data Privacy Act, and bank credit policies. Prepare and submit required reports to regulators and internal committees. Ensure compliance with internal audit requirements and address audit findings promptly. Team Leadership & Operational Excellence Supervise and mentor credit operations staff to enhance skills, productivity, and accountability. Conduct regular performance evaluations, skills assessments, and process training. Implement operational controls to prevent errors, fraud, and process lapses. Lead initiatives for process improvement, system enhancements, and efficiency optimization. Key Qualifications Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field; MBA or relevant professional certifications is an advantage At least 8-12 years of experience in banking or financial services, with strong exposure to credit operations, loan administration, and credit risk processes Minimum 4-6 years of people management experience leading credit or lending operations teams In-depth knowledge of end-to-end bank credit lifecycle, including credit approval support, loan booking, documentation review, collateral management, disbursement, and post-booking monitoring Strong understanding of banking regulations, BSP guidelines, compliance requirements, and internal credit policies Proven experience handling commercial, corporate, and/or retail loan operations within a bank Experience in credit documentation, collateral perfection, covenant monitoring, and credit file management Familiarity with core banking systems, loan management systems, and credit workflow platforms Demonstrated ability to design, improve, and enforce credit operational controls and procedures Strong audit and control mindset with experience supporting internal and external audits Excellent analytical, decision-making, and risk assessment skills Strong leadership and stakeholder management skills, with the ability to work closely with Credit, Risk, Legal, Compliance, and Business Units Excellent written and verbal communication skills High level of integrity, accuracy, and attention to detail Ability to manage multiple portfolios and deadlines in a regulated banking environment

Philippines
Permanent
Negotiable

Chief of Strategy (Fintech)

Monroe Consulting Group is recruiting on behalf of our esteemed client, a Notable Financial Conglomerate. The job will be based in Jakarta, Indonesia. Key Responsibilities Lead the formulation and execution of the enterprise-wide strategy across all fintech business lines, ensuring alignment with Group-level objectives. Partner closely with the Group CEO to shape long-term vision, strategic priorities, and growth roadmaps for the Indonesia fintech business. Evaluate new business opportunities, product expansions, partnerships, and market entry strategies within the Indonesia fintech landscape. Monitor market trends, competitive dynamics, and regulatory developments (OJK, BI, and related authorities) to inform strategic decisions. Support strategic initiatives including M&A, joint ventures, and ecosystem partnerships. Translate strategic direction into clear business objectives, KPIs, and execution frameworks for business leaders. Track performance against strategic goals and recommend course corrections where necessary. Act as a strategic advisor to senior leadership, ensuring alignment across product, commercial, risk, operations, and technology teams. Prepare strategic materials and insights for board-level and executive discussions. Requirements Bachelor's degree in Business, Finance, Economics, Engineering, or a related field; MBA or equivalent strongly preferred. 15+ years of experience in strategy, management consulting, corporate strategy, or executive roles within fintech or financial services. Strong understanding of Indonesia's fintech ecosystem, including regulatory and compliance considerations. Proven experience defining and driving enterprise-level strategy across multiple business lines. Track record of leading or supporting strategic investments, partnerships, or M&A initiatives. Exceptional strategic thinking, analytical, and problem-solving skills. Strong executive presence with the ability to influence senior stakeholders and work closely with C-suite leaders. Excellent communication skills in English and Bahasa Indonesia.

Jakarta
Permanent
Negotiable

APAC IT Support Specialist (Banking)

Monroe Consulting Group Indonesia is looking for an IT Support Level 1 professional for our client. They are a global standards authority and certifications services provider. This role will be responsible for managing and supporting IT assets, ensuring stable, secure, and compliant IT operations within a corporate office environment. The position is based in Jakarta and requires on-site support, with occasional travel to out-of-town offices as needed. Key Responsibilities Provide Level 1 technical support to end users for hardware, software, and connectivity issues Manage and maintain IT assets including laptops (Dell), printers, Wi-Fi devices, and peripherals Support and troubleshoot Windows operating systems Handle network printing, secure printing, secure scanning, and compliance printing environments Install, configure, and troubleshoot printers and scanners Support office network connectivity (LAN/Wi-Fi) and escalate issues when required Assist with user onboarding and offboarding, including device setup and basic access support Maintain accurate IT asset inventory and ensure compliance with internal policies Coordinate with regional or global IT teams for issue resolution Provide on-site IT support and travel to out-of-town offices when required Requirements Minimum Diploma or Bachelor's degree in Information Technology or a related field Minimum 5 years of experience in IT Support, Helpdesk, or Desktop Support roles Strong proficiency in Windows environments Hands-on experience with Dell laptops and enterprise IT assets Solid knowledge of network printing, secure printing, secure scanning, and compliance printing Basic understanding of office network infrastructure (LAN/Wi-Fi) Conversational level of English (spoken and written) Willing to work on-site (WFO) in Jakarta Willing to travel to out-of-town offices as required Strong communication skills with a service-oriented mindset Ability to work independently and manage multiple support requests Preferred Qualifications Experience working in a multinational or corporate office environment Familiarity with IT asset management and compliance-driven environments

Jakarta
Permanent
Negotiable

SVP Engineering (Payment)

Monroe Consulting Group is currently hiring on behalf of a leading and rapidly scaling Fintech company in the lending sector, currently looking to hire an experienced Head of Engineering (Software) to lead their growing technology team. This is a key leadership role for someone who thrives in high-growth environments, has strong technical depth in backend engineering, and is passionate about building scalable products that drive real business impact. Key Responsibilities Define and execute the engineering roadmap aligned with business goals, ensuring scalability, performance, and reliability of systems. Lead, mentor, and grow a high-performing engineering team across backend, frontend, and mobile. Foster a culture of innovation, ownership, and continuous improvement within the engineering department. Partner with product, design, and business stakeholders to align engineering priorities with company strategy. Oversee architecture design and technical decisions, with a strong focus on backend scalability, microservices, and distributed systems. Drive large-scale system improvements to handle significant user and transaction growth. Lead efforts to re-architect and optimize existing platforms while building new products from scratch during the company's rebranding phase. Ensure best practices in coding standards, automated testing, CI/CD, and DevOps are consistently applied. Manage a large engineering team, ensuring clear ownership, accountability, and career growth opportunities. Set performance metrics and monitor progress against delivery timelines, quality benchmarks, and system performance KPIs. Cultivate collaboration across backend, frontend, mobile, DevOps, and QA functions. Requirements 10+ years of experience in software engineering with deep technical expertise in backend systems. 5+ years in engineering leadership roles, managing medium to large teams. Proven track record in scaling systems to support rapid growth in users, traffic, and transaction volume. Experience leading product development from scratch, especially in fast-changing or rebranding environments. Strong understanding of fintech, multifinance, or lending systems is a major advantage. Hands-on background in backend development, with ability to review, guide, and support technical teams. Experience with microservices architecture and event-driven systems.

Indonesia
Permanent
Negotiable

Local Advisor - Debt Investment & Fintech (Manila) (Part-Time)

Executive search firm Monroe Consulting Group Philippines is recruiting on behalf of one of Japan's largest publicly listed payment companies. Our client is is seeking a part-time local advisor based in Manila to support its investment activities in the fintech sector. The company manages multiple investment portfolios across Southeast Asia, India, and the United States, and is looking to deepen its market presence in the Philippines, particularly in debt investments within lending-focused fintech companies. Job Summary This role is designed for a seasoned finance professional with deep local market expertise who can serve as a trusted advisor to the company. The position is flexible and part-time, with a focus on providing high-quality insights and on-the-ground support across the Philippine fintech ecosystem. Key Responsibilities Participate in a weekly Zoom call (approximately 1 hour per week) to provide insights on: Potential new borrowers and their risks, reputations, and credibility. Potential business partners, including debt collection agencies Updates on local financial regulations and impacts Macroeconomic and political developments in the Philippines Startup fundraising and investment news in the local market Prepare brief research reports or memos via email or WhatsApp when deeper analysis on specific topics is required Ongoing Support: Q&A (viaWhatsApp or Quick Calls) as requested by the company Provide timely responses to ad hoc queries from the company outside the scheduled weekly call Timely responses to our requests are expected. Join face-to-face meetings over dinner with the company when our team visits Manila for business trips (approximately once per quarter) ※ Total expected working time is up to 8 hours per month. Job Qualifications Currently based in Manila Fluent in Tagalog and English At least 5 years of professional experience (10+ years preferred) in the financial industry from the lending side (not borrowing side), such as: Banks Non-banking financial institutions Venture capital or private credit firms Strong understanding of the lending fintech landscape in the Philippines Good familiarity with fintech regulations, particularly: Lending licensing Banking licensing The local VC and startup ecosystem

Philippines
Permanent
Negotiable

Branch Head

Executive search firm Monroe Consulting Group Philippines is recruiting on behalf of a prestigious commercial bank here in the Philippines that offers an array of deposits, flexible loans, high-yielding investment, asset management and other financial services. This bank is looking for an experienced Branch Head who is well-versed in driving sales growth, business development, and operational excellence. Job Summary: The Branch Head will be responsible for driving sales growth, business development, and operational excellence across multiple branches, ensuring the effective management of profitability, customer relationships, and staff morale. As the leader of the branch, the Branch Head will play a key role in executing sales strategies, business acquisition, and managing branch performance to meet annual targets. This position requires a strong focus on CASA acquisition, consumer loans, and the promotion of trust products, while maintaining a visible and engaged presence in the local community. Key Responsibilities: Sales Leadership and Branch Business Development: Provide leadership and guidance to branch staff, driving sales performance and fostering a results-driven culture. CASA Acquisition: Lead initiatives to acquire new CASA clients, and drive annual CASA growth. Consumer Loans: Manage the achievement of annual targets for consumer loans, including housing and auto loans. Trust Products Promotion: Spearhead the promotion of trust products and services to increase branch offerings and customer engagement. Client Acquisition: Focus on acquiring new clients to drive business expansion. Community Representation: Act as the face of the branch in the local community, representing the bank's values and enhancing its brand presence. Sales and Profitability Management: Manage branch sales activities and overall profitability, ensuring targets are met and customer expectations are exceeded. Staff Management: Maintain high morale, foster teamwork, and develop staff, ensuring an engaged and effective team. Required Qualifications: Bachelor's degree in Business, Finance, or related field At least 5 years of experience in sales and branch management, with a focus on business development and customer relationship management Proven track record in achieving sales and profitability targets Strong leadership skills and experience in managing teams Excellent communication and interpersonal skills Strong understanding of banking products and services, especially CASA, consumer loans, and trust products Ability to represent the bank effectively in the community and engage in local business development efforts Possible Deployment Locations Binondo Baguio La Union Las Piñas

Philippines
Permanent
Negotiable

Paraplanner - Senior

Executive search firm Monroe Consulting Group is recruiting on behalf of a fast-growing Australian financial and accounting outsourcing firm. Our client is seeking a Senior Paraplanner (Financial Planning Administrative Assistant) for a full-time role based in the Philippines (remote or office-based). Job Summary: The Senior Paraplanner will provide end-to-end support to Australian financial advisers, preparing high-quality advice documents and performing technical paraplanning tasks. This role ensures compliance with Australian financial advice regulations, supports adviser workflows, and contributes to process improvements across offshore teams. Key Job Responsibilities: Financial Planning Administrative tasks Prepare Statements of Advice (SOAs), Records of Advice (ROAs), strategy papers, and client review packs Conduct superannuation, pension, insurance, cashflow, retirement, SMSF, and investment strategy modeling Manage CRM updates and use financial planning software (Xplan, AdviserLogic, PlutoSoft, Worksorted) Review junior paraplanner work and maintain quality, accuracy, and timely delivery Collaborate with offshore paraplanning teams and Australian advisers Identify process improvements and documentation gaps Key Job Requirements: 2-3+ years' experience as a paraplanner or financial planning support staff Strong knowledge of Australian superannuation, investments, insurance, and advice regulations Hands-on experience with Xplan preferred Excellent English communication skills, both written and spoken Ability to work independently with minimal supervision Preferred Attributes: Proactive, organized, and problem-solving mindset Comfortable working with multicultural teams (India, Australia) Strong sense of quality, ownership, and attention to detail

Philippines
Permanent
Negotiable

Corporate Planning (Financial Services)

Monroe Consulting Group is partnering with a reputable financial services company to recruit a Corporate Planning & Strategy Analyst. This is a confidential search for a well-established organization within the multifinancing sector. Key Responsibilities Support internal performance analysis to drive corporate goal setting and strategic alignment. Conduct industry, market, and competitor analysis to identify priorities and key business issues. Develop, monitor, and report Key Performance Indicators (KPIs) aligned with corporate strategy. Organize and coordinate cross-functional strategic projects and initiatives. Recommend corrective actions and continuous improvement initiatives using PDCA or similar frameworks. Prepare materials for management meetings, board presentations, and strategic reviews. Act as a liaison between management and business units on strategic initiatives and performance tracking. Requirements Bachelor's degree in Industrial Engineering, Business, Management, or a related field. 2-5 years of experience in corporate planning, strategy, or business analysis. Experience with PDCA or other continuous improvement frameworks. Strong proficiency in MS Office (Excel, Word, PowerPoint); ability to build dashboards and performance tracking tools. Fluent in English (spoken and written) as a working language. Strong analytical and detail-oriented mindset with the ability to see the big picture. Able to work cross-functionally and manage multiple stakeholders.

Indonesia
Permanent
Negotiable

Quality Assurance (Financial Services)

Executive recruitment consultant Monroe Consulting Group Indonesia is recruiting on behalf of a leading Global Captive Finance firm that specializes in the heavy equipment and industrial machinery sectors. Our respected client is seeking a Quality Assurance to oversee the integrity of credit operations, portfolio management, and service standards. This role is essential in ensuring operational excellence and risk mitigation across their expanding Indonesian operations. The job is based in Jakarta. Job Description: Supervise and evaluate the end-to-end customer-handling and operational workflows to ensure compliance with company protocols. Conduct deep-dive analysis of credit portfolios and Accounts Receivable (AR) data to detect potential risks and recommend process optimizations. Perform regular on-site inspections, including branch audits and project site assessments, to verify operational reality against documented data. Partner with cross-functional departments to drive continuous improvement in service quality and operational efficiency. Develop, maintain, and present comprehensive quality performance reports and executive summaries for senior management review. Key Requirements: Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline. Minimum of 3 years of professional experience in Credit Analysis or AR Analysis, with a strong preference for candidates coming from the heavy equipment finance or multifinance industry. Advanced analytical capabilities with a meticulous eye for detail and data accuracy. Exceptional interpersonal and communication skills, with the ability to influence stakeholders at various levels. Professional fluency in English (both spoken and written) for reporting and collaborative purposes within a multinational environment. Advanced proficiency in MS Office suite, particularly Excel for data modeling and PowerPoint for management presentations. Strong fundamental knowledge of financial statement analysis is highly advantageous. Flexibility and willingness to travel frequently to various branches and project sites as required.

Jakarta
Permanent
Negotiable

Credit Analyst (Financial Services)

Executive recruitment consultant Monroe Consulting Group Indonesia is recruiting on behalf of a prestigious Global Captive Finance firm that specializes in heavy equipment and industrial asset leasing. Our respected client is seeking a Senior Credit Analyst to manage risk assessment, portfolio health, and credit strategy for their expanding operations. This role plays a critical part in supporting major sectors such as mining, construction, and forestry. The job is based in Jakarta. Job Description: Manage and streamline the end-to-end credit application lifecycle across designated regions, ensuring full alignment with internal policies and OJK regulatory standards. Evaluate and draft comprehensive credit proposals and recommendations that fall within the organization's risk appetite and strategic goals. Conduct on-site due diligence and field inspections to verify customer business viability and operational capacity. Standardize credit risk assessment frameworks and decision-making protocols across all regional branches to maintain quality and consistency. Track and analyze portfolio performance and emerging risk indicators within specific industrial sectors to preempt potential defaults. Collaborate with cross-functional teams, including Sales and Legal, to navigate complex credit structures and manage distressed accounts. Perform deep-dive industry research and market mapping to refine risk mitigation strategies and identify sustainable growth opportunities. Key Requirements: Bachelor's degree in Business, Finance, Engineering, Management, or a related field. Minimum of 3-5 years of proven experience in credit analysis, with at least 2 years in a leadership or supervisory capacity. Deep expertise in corporate credit risk assessment, financial statement interpretation, and B2B portfolio monitoring. Strong command of regulatory compliance and industry trends, particularly in heavy equipment, mining (coal and minerals), and forestry. Exceptional leadership, mentoring, and decision-making capabilities to guide a high-performing team. Advanced analytical thinking and the ability to maintain precision while managing high-pressure priorities. Professional fluency in English (both written and spoken) for international reporting and cross-border collaboration. Superior report-writing and communication skills to present findings to senior management. Flexibility and willingness to travel for field visits and site inspections as required.

Jakarta
Permanent
Negotiable

Client Relationship Officer

Monroe Consulting Group Philippines, an executive recruitment company, is recruiting on behalf of a fast-growing financial institution that provides a comprehensive suite of banking services tailored to commercial clients. The company specializes in offering customized lending solutions and cash management products, empowering businesses to grow and thrive in a dynamic economic environment. Job Summary Our respected client is seeking a Client Relationship Officer who will be responsible for managing and expanding relationships with commercial clients. This position is based in BGC, Taguig City, Philippines. Key Job Responsibilities Provide professional financial services to commercial clients, including customized loans and cash management products. Independently expand lending and deposit portfolios for enterprise clients and promote non-credit financial products. Source new loan business opportunities and structure loans based on a thorough understanding of customer needs and industry trends. Conduct cross-selling activities aligned with the customer's development stage to maximize single-product share. Manage credit risk effectively, acting as the first line of defense from initial customer engagement through post-loan management. Build a professional network and accumulate industry-specific contacts. Promote and enhance the company's brand presence within the local community. Deliver value-added services to enterprise clients through the bank's brand and platform. Collaborate with internal teams and external partners to expand business networks and achieve growth targets. Key Job Qualifications 3-5+ years of relevant banking experience, preferably in servicing commercial clients. Strong learning ability with a curious and research-driven mindset toward emerging industries and trends. Proven experience in business development with excellent relationship management and sales skills. Solid foundation in credit management and financial modeling; capable of sound credit judgment, even in volatile conditions, by combining technical knowledge with practical experience. Excellent communication skills and strong team orientation. Bachelor's degree or higher.

City of Taguig
Permanent
Negotiable

Credit Risk Portfolio Manager (Financial Services), Bangkok

Award-winning executive recruitment company, Monroe Consulting Group, is recruiting on behalf of a prestigious company focused on digital finance, consumer finance, digital assets, and a pioneering new business models in the fintech market. This position will be responsible for analyzing the credit portfolio to identify risks and potential exposures, ensuring a proactive approach to managing credit performance across all subsidiaries in response to economic shifts and market trends. Job Responsibilities Perform comprehensive analysis of the credit portfolio to pinpoint risk concentrations and potential vulnerabilities. Monitor the credit performance of all subsidiaries, evaluating the impact of macroeconomic factors and market trends on portfolio stability. Formulate and execute risk mitigation strategies to manage and minimize risks associated with the credit portfolio. Recommend portfolio diversification approaches to reduce risk through a balanced mix of credit products and targeted customer segments. Conduct stress testing and scenario analysis to assess the potential effects of adverse situations on the credit portfolio. Utilize insights from these analyses to improve risk management practices and refine methodologies for risk assessment. Evaluate the effectiveness of credit portfolio management across lending subsidiaries, particularly in areas of model risk management, Expected Credit Loss provisioning, and Model Overlays. Job Requirements Understanding of regulatory frameworks and compliance standards relevant to credit risk (e.g., Basel III, IFRS 9). Strong quantitative and analytical skills, with experience in portfolio risk assessment, Expected Credit Loss (ECL) modelling, and scenario analysis. Credit risk management, portfolio management, or financial analysis, ideally within fintech, banking, or digital finance environments. Flexibility to work in a dynamic, fast-paced environment setting, adapting to new financial products, technology trends, and emerging risks Strong command of English