Job Description:

1. Survey market retail loans interest rates. Provide reasonable pricing advice based on the bank's assets and liabilities strategy. Improve the overall revenue for loan business.

2. Responsible for the research and development, planning and promoting all retail loan products.

3. Design the operating process for loan business. Improve standard operating documents.

4. Regularly carry out loans, customer data analysis and assist to prepare for business data submission.

5. Monitor potential risks and come up with prevention measures. Provide reasonable suggestions according to internal and external audit. Avoid compliance risks.

6. Responsible for CCAS (Consumer Credit Approve System) system management and maintenance. Submit CCAS requirement and optimize system.

7. Arrange training, inform sub-branches on the latest guidelines and notification, instruct sub-branches on the business.

8. Other works assigned by superiors.

Requirements:

1. Bachelor degree and above from reputable university is preferred.

2. At least 1 years of relevant working experience in Loans business, product development, business analysis.

3. Strong communication and coordination skills, relationship building and interpersonal skills, can work effectively in both English and Chinese in oral and written skills so as to communicate with Chinese speaking customers and headoffice.

4. Other requirements

- Strong analytical skills with an investigative mindset. Enrich and manage data and translate insight into action.

- Broad and in-depth knowledge in Banking products, services and data.

- Strong interpersonal skills, professionalism and teamwork awareness.

- Detail-oriented with excellent organizational skills.

- Ownership of results and commitment to goals, ability to meet timelines, prioritize business needs and manage multiple projects requirements.

- Highly independent and self-motivated, fast learning and should be able to work with minimum supervision.

- Proficient in Microsoft Office, especially Excel, Marco, etc

Responsibilities

• Responsible for Financial Reporting and Management Reporting
• Prepare and analyze financial statements, audit schedules, and sustainability reports, ensuring compliance and timeliness.
• Compile and submit MAS reports, tax filings, and other regulatory surveys accurately.
• Assist in preparing detailed management reports, including cost of funds and variance analysis.
• Support the budgeting process and contribute to financial planning and analysis efforts.
• Perform daily liquidity management tasks, optimizing returns on surplus funds.
• Identify and implement process improvements in financial reporting and operational procedures.
• Collaborate with finance functions to enhance financial policies, internal controls, and systems.
• Provide support for strategic projects and liaise with senior management on Board-related matters.

Requirements:

• Possess at least a Degree in Business, Banking, Finance, or a related field.
• At least 2 years of relevant working experience in a Bank or Financial Institution
• Good team player and able to work independently.
• Good time management skills and able to meet deadlines.

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified.

Email resume to [email protected]

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724

http://www.peopleprofilers.com
EA License Number: 02C4944
Registration Number: R1872398

Posting Personnel: Ng Jwee Ken

Ref: L4W584VV

Job Responsibilities :

• Perform banking services and attend to clients’ inquiries
• Prepare KYC reports and other periodic reports
• Review and assist in risk attribute assessments
• Assist in dealing with client’s trade orders and cross check for other CSM’s trade orders
• Support Team Head in management duties

Job Requirements :

• Minimum a Bachelor’s Degree in Business Administration/Banking and Finance or any relevant discipline
• 5-8 years’ experience in financial industry
• Good knowledge of relevant financial products
• CACS, CFA preferred
• Effectively bilingual in English and Mandarin as the role requires communication with Chinese speaking colleagues in Hong Kong and Taiwan

Kerry Consulting is collaborating with an international bank to find a legal counsel to join its legal team for a 4-month maternity cover position. The team is open to considering individuals without prior banking experience to join the team. This would be a great opportunity for a junior lawyer to gain exposure in this sector.

Responsibilities

As a member within the team, you will be supporting the front office on the negotiations with clients on corporate banking and private banking related transactions (e.g. credit facilities/trade financing etc). You shall be solution oriented and ensure that clients’ needs are well managed both internally and externally and ensuring that any legal risks are being highlighted promptly to parties involved.

As part of the broader legal team, you will also from time to time be involve in adhoc projects/initiatives that help to drive better legal efficiency within the organization. You will up keep the legal documentations for the transactions handled to ensure that they are align with the bank’s standards and also with market’s best practices.

Requirements

You are a qualified lawyer with a minimum of 2 years PQE, gained in-house or in private practice. You will be a team player who can work independently. You will need a valid work visa in Singapore. You can start work with short notice and you can commit to a 4 months contract.

To Apply

To apply, please submit your resume or if you have any questions, please reach out to Cynthia Teo at [email protected], quoting the job title.

Reg: R1546879 Lic: 16S8060

Responsibilities:

• Lead the conceptualization of technical solution architecture based on project requirements and IT strategies. Participate in evaluating and selecting vendors, products, and technologies for the proposed solution.
• Collaborate with enterprise architects, subject matter experts, and product vendors to ensure the technical solution aligns with enterprise architecture principles, standards, and guidelines, while fulfilling project objectives. Serve as a liaison between the enterprise architects and the project’s technical delivery team.
• Develop and maintain technical documentation for the proposed solution architecture.
• Effectively communicate with stakeholders to facilitate the solution architecture process and obtain necessary approvals.
• Present and secure buy-in for the technical solution from IT management and the enterprise technology/architecture board.
• Conduct research and pursue innovation to stay updated on industry and technology trends.

Requirements:

• Bachelor’s degree in Computer Science, Computer Engineering, or Information Systems, with a minimum of 10 years of experience in the financial industry.
• At least 5 years of experience in solution architecture roles, with a strong understanding of the system and project implementation lifecycle within a banking environment.
• Experienced in designing scalable, resilient technical architecture solutions, including end-to-end integration across channels, systems, middleware, and data warehouses. Experience with integrating commercial off-the-shelf products and cloud solutions is highly desirable.
• Expertise in system integration patterns, enterprise architecture, microservices architecture, and cloud computing services. Knowledge of system and network infrastructure is a plus.
• Extensive knowledge of banking technologies and systems, including industry developments and trends. Familiarity with DevOps practices, CI/CD, containerization, and programming languages such as Java and/or .NET.
• Functional and operational knowledge in at least one of the following areas:
• Payments
• Customer onboarding & AML (Preferred)
• Digital workflow
• Data warehouse & analytics
• Relevant certifications, such as TOGAF or cloud solution architect certifications, are highly desirable.

To apply, please visit www.gmprecruit.com and search for Job Reference: 24955

To learn more about this opportunity, please contact Yingying at [email protected]

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | EA Personnel: Lai Yingying | Registration No: R1110239

This is in partnership with the Employment and Employability Institute Pte Ltd (“e2i”).

e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives.

By applying for this role, you consent to GMP Recruitment Services (S) Pte Ltd’s PDPA and e2i’s PDPA.

Thakral One is a technology consulting and services company headquartered in Singapore, with a pan-Asian presence. We focus primarily around technology-driven consulting, adoption of value-added bespoke solutions, enabling enhanced decision support through data analytics, and embracing possibilities in the cloud. We are heavily inclined towards building capabilities collaboratively with clients and believe strongly in improving grounded and practical outcomes. This approach is possible through our partnership with leading global technology providers and internal R&D teams. Our clients come from Financial Services, Banking, Telco, Government, Healthcare, and Consumer-oriented organisations.

We are looking for a proactive and skilled IT System Analyst to join a dynamic regional team within the Information Technology department. The role involves supporting a critical Regional Payment System that processes domestic payments for corporate clients across the region. The ideal candidate will ensure timely and high-quality delivery of system solutions while collaborating with various stakeholders.

Key Responsibilities

1. Technical Expertise:

• Provide subject matter expertise in system analysis and design.
• Develop technical specification documents based on functional requirements.

2. Project Support:

• Collaborate with project teams to ensure technical requirements are met.
• Assist with test plan preparation and execution for SIT and UAT.
• Manage defects and change requests, prioritizing with project teams to ensure timely resolution.

3. Documentation:

• Create and maintain comprehensive technical documentation.
• Ensure documentation accurately reflects system designs and functionalities.

4. Operational Transition:

• Facilitate the transition of systems from development to production.
• Support operation promotion tasks and ensure a smooth handover to production support teams.

5. Quality Assurance:

• Contribute to quality reviews and ensure adherence to established IT standards and governance.
• Guarantee deliverables meet quality objectives.

6. Production Support:

• Provide post-implementation support by investigating issues, identifying root causes, and implementing fixes or workarounds in collaboration with relevant teams.

Qualifications:

• Bachelor’s degree in Computer Science, Information Systems, or related fields.
• Over 7 years of experience with expertise in payments system implementation and system analysis.
• In-depth knowledge of payment and settlement systems, particularly within the Asia Pacific region (e.g., CITAD, KFTC, FPS, NEFT).
• Experience with TCS BaNCS Payments product is a plus.
• Proficiency in Java/J2EE, Oracle DB, SQL, Unix/Linux, IBM WAS, and MQ.
• Familiarity with API development, hosting, management, and gateways.
• Strong analytical, troubleshooting, and problem-solving skills.
• Exposure to SDLC and Agile methodologies.
• Ability to work collaboratively with cross-functional and offshore teams.
• Excellent communication skills for stakeholder engagement.
• Self-driven, motivated, and able to work independently.

This role offers an exciting opportunity to contribute to the delivery and operation of key payment systems in a collaborative and fast-paced environment.

Job Description

Responsible for the compliance of AML/CFT, Data Protection and Complaint matters of Private Banking Departments:

1. Conduct client on-boarding due diligence assessment and verification of on-boarding documents.

2. Conduct periodic KYC review and trigger KYC review of existing clients.

3. Review on-going screening hits and financial in/out flow of accounts.

4. Review client instruction to update non-financial related information or to request for additional services.

5 Attend to requests or queries from PB front office, Legal and Compliance Department, Internal Auditors and External Auditors on business compliance related matters.

6. Handle client complaints, data protection reporting and other regulatory related reporting to the 2nd line departments.

7.Maintain up to date PB procedures, forms and templates related to business compliance functions.

8. Conduct quarterly AML training and new staff training.

Job Requirements

1. 3-5 years relevant experience in AML/KYC compliance functions in Private banking or wealth management industry.

2. Familiar with local and international regulations related to compliance functions (e.g. MAS Notice 626, CRS, PDPA, PB Code of Conduct and MAS Guidelines on PB Controls).

3. Experience in complaint handling, review of counterparties and investment suitability framework is good to have.

A Banking client of ours with sizable technology team in Singapore is looking for Solution architect to lead the design and development of mission critical banking solution (front to back)

Job Responsibilities

• Designs detailed technical solutions to achieve project goals.
• Ensures alignment of individual software projects with overall business strategy and technology standards.
• Collaborates closely with development teams to oversee solution implementation.
• Evaluates project constraints to identify alternatives, mitigate risks, and potentially re-engineer processes.
• Acts as a liaison between technical and non-technical stakeholders.
• Lead the product development using latest java, microservices technology
• Ensuring technology architecture standards are met
• Involved in product improvements by developing new features
• Document technical solution

Job Requirements

• Min. 10 years of working experience in IT with min 3 years in the financial industry
• more than 4 years in doing solution architecture or technical solutioning role or lead development role
• Must have min 3 years of experience in payment or client onboarding or transaction banking or channel / internet banking solution
• Strong expertise in Java, SpringBoot, Microservices, API
• Experience working in complex applications
• Strong analytical and presentation skills
• Excellent experience in SDLC
• Experience in ci/cd and devops
• Experience in containerisation

Interested candidates please email your latest resume to [email protected]

• Invoicing to customers
• Assist on full set of accounts, including accounts receivable/payables, claims
• HR and payroll matters
• GST Reporting
• Payment of withholding tax
• Closing of accounts
• Annual Reporting and Xbrl filing
• Preparation of reports for managment
• System improvement work
• Other Ad-hoc administrative duties as assigned.

Requirements

• Diploma or degree in Accountancy
• Microsoft Office, Xero Accounting and XBRL knowledge
• Team player with proactive style, takes initiative in job and able to work under minimal supervision.
• Meticulous, well organised with good time management

About Us:

Marymount Labs simplifies healthcare financing by leveraging data intelligence to bridge care gaps and streamline medical benefit processes. We are building a cutting-edge product to automate medical benefit verification and improve patient engagement.

Role Overview:

We are looking for a seasoned Medical Insurance Specialist with deep expertise in navigating the medical insurance sector. This role will be critical in shaping our product by providing insights into insurance benefits verification processes, regulations, and best practices.

Key Responsibilities:

• Provide expert guidance on insurance benefits verification processes, including eligibility checks, claims processing, and coordination of benefits.
• Work closely with product teams to translate insurance workflows into automated systems.
• Analyze and interpret complex insurance policies to identify key business logic for automation.
• Stay updated on healthcare insurance regulations and ensure compliance in all product features.
• Liaise with insurers and healthcare providers to understand pain points and opportunities in the verification process.
• Advise on industry trends to enhance product relevance and effectiveness.

Requirements:

• Experience (3+ years) in medical insurance, with a focus on benefits verification.
• Strong understanding of healthcare policies, claims processing, and payer-provider interactions.
• Excellent analytical skills with the ability to distill complex policies into actionable insights.
• Familiarity with regulatory frameworks governing healthcare insurance.
• Strong communication skills to collaborate with cross-functional teams.

Why Join Us:

• Work at the forefront of healthcare technology innovation.
• Be part of a mission-driven team transforming patient care and clinic operations.
• Competitive compensation and growth opportunities.

How to Apply:

Send your resume and a cover letter detailing your experience with insurance benefits verification to [email protected].

Job description

1. Manage payment and settlement products, including remittance, cheques, cashier's orders, foreign drafts, foreign currency exchange, gold savings and other gold-related products.

2. Conduct regular market research to continually improve existing business processes and increase the attractiveness of product offerings.

3. Provide branch trainings, assist to resolve branch feedback and enquiries and resolve customer complaints on the above-mentioned products and services.

4. Manage customer groups, formulate and optimize policies and procedures related to the management of customer-specific pricing parameters.

5. Collaborate with corporate banking department to provide batch account opening and personal salary crediting services for company employees.

6. Assist with the preparation and submission of business data and reports.

7. Other tasks and duties as assigned.

8. Achieve the department business targets for settlement products.

Requirements

1. Education：Degree and above

2. Professional Qualifications, Certifications: None

3. Relevant Working Experience: 1 years and above

4. Competency： Communication and coordination skills

5. Language Proficiency: Oral and written communication in both English and Mandarin so as to communicate with Chinese speanking customers, team.

Responsibilities:

1. Project support in the planning of organization related fringe events to increase opportunities for brand exposure and engagement to inculcate brand affinity and elevate brand awareness:

• Manage procurement/RFP processes for the appointment of vendors (Event Organiser and social media Agency)
• Manage internal processes and get clearance for legal, risk management, IT security,
  data protection requirements for vendor management in a timely manner.
• Project manage, provide marketing and operational support to ensure timely launch of race in May 2025, which will include set-up of registration portal, penetration tests, UAT.
• Plan and execute tactical content to drive race registrations based on target
  audiences.
• Provide support for marketing activation strategy to drive brand’s visibility and engagement through paid, earned and/or owned channels such as EDM, GEWR social media and website, physical events, etc.

2. Develop content and project manage all communication activities, including updating of the GEWR webpages, social media including Facebook and Instagram to ensure timely delivery and scheduled posts on a ‘always-on’ basis

• Work closely with appointed agencies to develop and manage social media content calendar to encourage interactivity between the brand(s) and fans, maximising brand affinity, optimizing all paid media efforts.
• Ensure content on website is kept current with accurate information that effectively communicates the initiatives, in a timely and relevant manner.
• Prompt management of social media contests and prize disbursements
• Timely delivery of KOL campaign assets, where applicable
• Ensure community management of social media platforms is prompt with clear responses that encompass the brand’s tone of voice
• Timely submissions of all paid media assets for brand health tracking (BHT) and assess results for learnings and implications
• Timely reporting of social media paid media performance and to optimise content effectively during campaign period.

3. Support and assist on suite activation of large-scale concerts and events at the Singapore National Stadium by working closely with various stakeholders and Sports Hub to maximise the return on investment (ROI) of sponsored events, review hospitality credits and reports and manage brand assets refresh at Sports Hub where applicable.

4. Support and manage sponsorship projects such as OCBC Cycle to ensure that sponsorship entitlements are well utilized to enjoy optimal ROI.

5. Support various brand-related projects, including events, partnerships and other marketing initiatives.

Interested candidate please click "APPLY" to begin your job search journey and submit your CV directly through the official PERSOLKELLY job application platform - GO Mobile.

We regret to inform that only shortlisted candidates will be notified.

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394• Reg. R22111375 Chua Jie Lin

DUTIES AND RESPONSIBILITIES:

• Maintain and develop existing and new distribution channels in Asia Pacific region
• Drive refinement of appetite to pursue promising opportunities across the region.
• Contribute to underwriting governance and quality in collaboration with the head of international casualty.
• Handle Casualty submissions from underwriters across the region.
• Manage interface at senior levels of key distribution partners
• Manage Underwriting and Financial / Risk Analysis of submissions, quotes, negotiations& bind business
• Work closely with underwriters within the Asia Pacific team to grow the portfolio successfully and profitably
• Handle certain admin functions; co-ordinate with policy admin team to ensure accuracy of work performed, including but not limited to policy issuance, premium booking & filing
• Participate in external events when required as a representative of the company
• Ability to work in a matrix structure with geographic and product reporting lines.
• Assist Local and Regional Heads with budgets, reports and Reinsurance Treaty requirements

QUALIFICATIONS:

• Bachelor (Finance and Accounting degree are preferable)
• Has knowledge of insurance principles
• Minimum 10 years insurance industry experience in underwriting and/or broking
• Knowledge and relationship of the Asia Pacific insurance market
• Good analytical, numerical and literacy skills
• Proficient with computer, and experience with Word, Excel, PowerPoint, Outlook and other industry related
  systems

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.
EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

The Sales Operations Manager include pre-case coordination, new business submissions, and policy support for Sales Consultants. The role demands case management experience with HNW clients, strong organizational skills, knowledge of underwriting requirements.

YOUR NEW JOB

• Provide sales & post-sales policy support to Sales Consultants.
• Prepare highlights, quotes, and insurer illustrations for Sales Consultants’ meetings.
• Ensure compliance with internal processes and proper documentation in the CRM.
• Coordinate pre-case tasks, including medical bookings, KYC documentation, and insurer applications.
• Manage new business submissions and collaborate with Sales Consultants until policy inception.
• Oversee monthly reporting to the bank.
• Address inquiries from internal and external stakeholders promptly.
• Perform occasional ad-hoc tasks within the Sales Operations Department as assigned.

WHAT IS NEEDED FROM YOU

• Minimum 3 years of case management experience with HNW clients.
• Strong knowledge of insurers’ underwriting requirements for efficient case submissions.
• Proficient in using different software/apps to generate insurer illustrations.
• Technical expertise and functional skills to perform at a high level.
• Strong interpersonal skills for engaging with internal and external stakeholders.
• Ability to meet tight deadlines and handle multiple tasks efficiently.
• Highly organized and proactive in managing cases and daily tasks.
• Meticulous, with a strong focus on accuracy and precision.
• Adaptable to change and able to manage uncertainties effectively.
• Excellent verbal and written communication skills.
• Proficient in written & spoken Chinese for effective external communication with clients & internal stakeholders

WHAT WILL MAKE YOU STAND OUT

• Experience in the insurance broking or insurance industry.
• Knowledge of the Singapore financial services market and UHNW needs
• Experience in the Private Banking Industry

Join a major life insurer as a sales support for their Financial Advisory division and work with the sales leaders in ensuring all documentations including balance scorecards and fact find applications comply.

Key Responsibilities

• Perform checks on representatives’ fact-find forms.
• The checks are supplementary to what the sales leaders have reviewed.
• Pick out administrative errors including incorrect calculations, documentation inconsistencies and other administrative errors.
• Provide list of errors to sales leaders for their next action.
• Data entry of information into Excel for tracking and reporting purpose.

Experience

• Experience as a Financial Advisor or in sales admin support for Life Insurance
• Experience in reviewing fact find for Balanced Scorecard Framework is preferred but not mandatory

Company Reg No.: 201131609D | License No.: 24S2411 | Reg No: R1110891

Responsibilities

• Adhere to the sanction check requirements and maintain proper, accurate and complete records of the checks made.
• Assist the Business Divisions in ensuring all required sanction checks are conducted with no breaches in the branch’s policies and service standards.
• Support Director RMC in control owner of sanction policies and effective implementation.
• Support Director RMC in undertaking regular reviews of sanction procedures and recommend/implement modification where appropriate to ensure that any business risks are mitigated to the maximum extent possible.
• Support Director RMC in inculcating strong risk culture within the Singapore operations.
• Support Director RMC in ensuring the branch keeps up with sanction regulatory updates and implementation.
• Support Director RMC and CFOO Singapore in ad-hoc projects/review work assigned.
• Maintain an environment of ‘no surprises’, open communication and transparency.
• Ensure compliance and no breach in DAL, code of conduct and policies set for self.

Requirements

• Diploma/ Degree in Business/Finance/Marketing or relevant discipline
• Experience in general insurance operations is an added advantage

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

DUTIES AND RESPONSIBILITIES

• Oversight of Financial Lines product offering (D&O, EPL, PI, PTL, Fidelity, Cyber)
• Lead the International regions in the implementation of the strategies within the agreed business plan.
• Ensure portfolio’s performance satisfies business' Underwriting Business Plan.
• Ensure appropriate levels of underwriting authority are delegated and upheld for each international underwriting leader and cascaded appropriately.
• Oversee that FL business added and retained within the portfolio is accretive to overall profit performance.
• Maintain strategy for reinsurance protection, aligned with business plans, for approval by the underwriting leadership.
• Monitor accumulations and aggregations against international business plans and reinsurance treaties and take any necessary corrective action.
• Maintain a close working relationship with internal stakeholders (Claims, Actuarial, Operations, BDM)
• Develop existing and new distribution channels in Asia Pacific region
• Handling Financial Lines underwriting referrals from across the region to ensure consistency in risk selection
• Work closely with managers and underwriters within the Asia Pacific team to grow the portfolio successfully and profitably
• Work with Senior Management and Human Resources to develop organizational capability and identity, recruit and develop people to drive its long-term ambitions.
• Embed and maintain a culture of ethical behavior to support the Conduct Risk Framework.
• Participate in external events when required as a representative of the company
• Assist Local and Regional Heads with budgets, reports and Reinsurance Treaty requirements

QUALIFICATIONS

• Bachelor (Finance and Accounting degree are preferable)
• Advanced knowledge of insurance and risk management principles
• Minimum 15 years Financial Lines insurance industry experience in underwriting and/or broking
• High level of knowledge of the Asia Pacific insurance and Financial Lines market
• Ability to work independently and also ability to work well within a team environment
• Good written and oral communication skills
• Good planning and organizational skills
• Advanced analytical, numerical and literacy skills
• Proficient with computer, and experience with Word, Excel, PowerPoint, Outlook and other industry related

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.
EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

Responsibilities

• Adhere to the sanction check requirements and maintain proper, accurate and complete records of the checks made.
• Assist the Business Divisions in ensuring all required sanction checks are conducted with no breaches in the branch’s policies and service standards.
• Support Director RMC in control owner of sanction policies and effective implementation.
• Support Director RMC in undertaking regular reviews of sanction procedures and recommend/implement modification where appropriate to ensure that any business risks are mitigated to the maximum extent possible.
• Support Director RMC in inculcating strong risk culture within the Singapore operations.
• Support Director RMC in ensuring the branch keeps up with sanction regulatory updates and implementation.
• Support Director RMC and CFOO Singapore in ad-hoc projects/review work assigned.
• Maintain an environment of ‘no surprises’, open communication and transparency.
• Ensure compliance and no breach in DAL, code of conduct and policies set for self.

Requirements

• Diploma/ Degree in Business/Finance/Marketing or relevant discipline
• Experience in general insurance operations is an added advantage

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

Responsibilities

• Responsible for Financial Reporting and Management Reporting
• Prepare and analyze financial statements, audit schedules, and sustainability reports, ensuring compliance and timeliness.
• Compile and submit MAS reports, tax filings, and other regulatory surveys accurately.
• Assist in preparing detailed management reports, including cost of funds and variance analysis.
• Support the budgeting process and contribute to financial planning and analysis efforts.
• Perform daily liquidity management tasks, optimizing returns on surplus funds.
• Identify and implement process improvements in financial reporting and operational procedures.
• Collaborate with finance functions to enhance financial policies, internal controls, and systems.
• Provide support for strategic projects and liaise with senior management on Board-related matters.

Requirements:

• Possess at least a Degree in Business, Banking, Finance, or a related field.
• At least 2 years of relevant working experience in a Bank or Financial Institution
• Good team player and able to work independently.
• Good time management skills and able to meet deadlines.

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified.

Email resume to [email protected]

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724

http://www.peopleprofilers.com
EA License Number: 02C4944
Registration Number: R1872398

Posting Personnel: Ng Jwee Ken

Ref: L4W584VV

Job Purpose

As a key member of the Finance Team, the individual will be responsible for managing the full set of accounts, handling regulatory filings, and overseeing accounting and finance functions for the family office.

Individual Contributor or People Manager

• Individual Contributor.

Duties and responsibilities

(1) Finance Operations

• Manage the full set of accounts, ensuring accuracy and compliance with accounting standards.
• Handle regulatory filings and reporting requirements in a timely and accurate manner.
• Perform accounting and finance duties such as investment analysis, proper recording of transactions, payment processing, invoicing, and other duties as relevant.

(2) Budgeting and Reporting

• Maintain budgetary control and prepare detailed investment reports for the family office.
• Provide timely and accurate financial information to management and key stakeholders.

(3) Process and Product Knowledge

• Develop a deep understanding of the organization’s products, services, and processes to enhance financial accuracy and relevance.

(4) Stakeholder Management

• Deliver high-quality client service to internal stakeholders, addressing inquiries and resolving issues effectively.
• Provide timely and accurate financial information to the management and/or other key stakeholders as relevant.

(5) Team Support and Collaboration

• Assist senior members of the finance team with various projects and other ad hoc tasks as needed, contributing to team objectives and efficiency.

Prior Work Experience

• Minimum of 5–8 years of relevant experience in accounting or finance roles.
• Experience working in an investment company or family office is an added advantage.

Qualifications

• Minimally a Bachelor’s Degree in Accountancy, Finance, Business, or a related field from a reputable university.
• Professional certifications such as ACCA, CPA, or CFA are highly desirable.

Skills

• Strong attention to detail, ensuring accuracy in all tasks.
• Assertive and confident, with the ability to manage responsibilities effectively.
• Proven ability to work under tight timelines and deliver quality results.
• Excellent communication skills, with the capability to interact and collaborate with senior stakeholders.
• Proficiency in accounting software such as Oracle NetSuite, QuickBooks, or Xero is preferred.

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Citibank serves as a trusted advisor to our retail, mortgage, small business and wealth management clients at every stage of their financial journey. Through Citi's Access Account, Basic Banking, Citi Priority, Citigold and Citigold Private Client, we offer an array of products, services and digital capabilities to clients across the full spectrum of consumer banking needs worldwide.

Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We’re currently looking for a high caliber professional to join our team as Insurance Specialist - C11, based in Singapore. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
• 
  

The Insurance Intermediate Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

• Support sales delivery to our internal and external partners through dual delivery model in follow-up and responsiveness.
• Responsible for supporting internal and external growth initiatives communicated to team.
• Responsible for dissemination of communications.
• Provide support on increasing and capturing cross sell opportunities.
• Increase efficiencies of daily sales and operational activities.
• Responsible for reporting sales results and reasons for successes.
• Support sales executives with specific business initiatives; create, lead and advise on sales and product training; and support growth of sales.
• Liaise between sales teams and branches on initiatives.
• Represent sales on the development of strategies and programs to effectively partner with the bank.
• Responsible for partnering sales leadership to deliver activities, programs and promotions on monthly sales and marketing calls.
• Liaise with partners to develop marketing opportunities to maximize growth in sales and customer acquisition, retention and satisfaction.
• Work in coordination with sales executives in creating, driving and supporting business plans and initiatives.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 2-5 years of relevant experience
• Previous banking experience preferred

Education:

• Bachelor’s/University degree or equivalent experience

Job Summary:

We are seeking experienced and results-driven Relationship Manager to join our team in the bank. The successful candidate will be responsible for managing and growing a portfolio of high-value clients, providing exceptional customer service, and identifying new business opportunities. If you have a passion for building strong relationships and driving business growth, we encourage you to apply.

The target clients for these roles are affluent customers to offer them a range of financial solutions i.e investment products and wealth management solutions.

Job Scope:

• Manage and grow a portfolio of high-value clients, ensuring deep understanding of their financial needs and goals
• Develop and implement tailored financial solutions to meet clients' needs, including credit facilities, investments, and transactional banking products
• Identify new business opportunities and acquire new clients through networking, referrals, and marketing initiatives
• Build and maintain strong relationships with clients, ensuring high levels of customer satisfaction and loyalty
• Collaborate with internal stakeholders, including credit risk, product specialists, and operations teams, to deliver seamless client experiences
• Monitor and manage client risk, ensuring compliance with regulatory requirements and bank policies

Job Requirements:

• Minimum 2 years of experience in a relationship management or sales role in the banking industry for senior roles.
• Proven track record of success in managing and growing a portfolio of high-value clients
• Strong understanding of financial markets, products, and services
• Excellent communication, interpersonal, and relationship-building skills
• Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines
• Strong analytical and problem-solving skills, with ability to think creatively and outside the box

Job Benefits:

• Competitive Compensation Package: We offer the best compensation package in the market, with a salary range that is above industry standards.
• Good Working Culture: Our bank values a positive and inclusive work culture, with a focus on employee well-being, diversity, and career development.
• Opportunities for Growth: We offer opportunities for career advancement and professional growth, with training and development programs to help you achieve your goals.
• Comprehensive Benefits: We provide a comprehensive benefits package, including medical insurance, retirement plans, and paid time off.
• Recognition and Rewards: We recognize and reward outstanding performance, with bonuses, awards, and recognition programs.

If you are a motivated and results-driven professional looking for a challenging and rewarding role, please submit your application with a resume.

We regret to share that only shortlisted candidates will be notified.

www.dadaconsultants.com

Data provided is for recruitment purposes only

EA Registration Number: R21102607

Business Registration Number: 201735941W

Licence Number: 18S9037

Key Accountabilities:

• Accountable for the regional SME portfolio – managing all regional SME accounts, referrals, and clients.
• Monitoring, supporting, and track all the regional production and referrals for the Asia Region.
• Ensuring all the GBM clients’ details are input into the Salesforce/Compass system in timely manner.
• Acts as a conduit and liaison point between countries to deliver and communicate information and data specifically on country-to-country business collaboration.

Technical:

• Has a general knowledge of employee benefits business would be advantageous.
• Has an acumen to work on relationships needed for effective collaboration would be advantageous.
• Manages assigned projects and contribute to other projects as required.
• Responds appropriately to urgent coordination issues as they arise.

Policy, Process and Procedures:

• Supports implementation of defined policies regionally to facilitate regional client oversight and to ensure that relevant internal operations achieve their business objectives

Environment, Customer Focus and Relationships:

• Introduce clients to other team members and help maintain these relationships.
• Behaves with all clients fairly and ethically.
• Builds and maintains close links with peers, key internal and external stakeholders, working with the business, GBM team and other functions to share information, promote the adoption of best practices, identify risks and opportunities and deliver business growth.

The Perks

• Competitive remuneration package
• Employee Benefits
• Great career advancement opportunities within a fast growing global organization
• Effective training programs
• And more

Job Description

• Sales and Renewals of Insurance products
• Support Sales and Business Developments including finalising placement of insurance products
• Conduct Needs Analysis and provide recommendations to clients
• Manage and develop client base as well as cross-selling
• Respect compliance principles and internal guidelines
• Explain features, advantages and disadvantages of various policies
• Negotiate renewal terms with insurers when required
• Assist with queries and claims from clients
• Prepare reports and renewal materials (RFP’s)
• conduct presentations to company staff
• Other ad-hoc duties and tasks as given by Management

Requirements

• Diploma in any relevant discipline
• Minimum regulatory requirements (BCP, PGI, ComGI, HI, M5 and M9) for registration with MAS
• Prior experience in International Private Medical Insurance and employee benefits (Medical, Flex, or Property & Casualty) is a must
• Excellent interpersonal and communication skills
• Good analytical mind with strong business acumen
• Strong negotiation and organizational skills
• Service-driven with a strong a passion for excellence

Job Description

• Invoice Processing & Receipts Management

· Support daily processing of invoices and handling incoming receipts and donations from various channels, including online portals.

• Payment Preparation

· Assist in preparing payment vouchers.

· Accounting Entries

• Assist in performing accounting postings in XERO, including the preparation of journal vouchers.
• Audit Support - Assist with year-end audits and other ad-hoc audits conducted by authorities.
• Asset & Compliance Administration

· Assist in managing fixed assets, in-kind donations, stock records, banking matters, and ensure compliance with relevant regulations.

• Project Participation & Other Duties

· Participate in ad-hoc projects and perform any additional tasks assigned by the Head of Department (HOD).

Requirements

• Minimum Diploma in Accountancy or Finance, students pursing relevant diploma course can be considered
• At least 3 years of relevant experience
• Ability to interact with people of all ages and cultural backgrounds.
• Ability to work independently and as part of a team.
• Proficient in Microsoft Office and CRM tools are added advantage.

Benefits

• Part time ie 3 days work week
• Hybrid work arrangement