About the job

• Identify opportunities to promote banking products across existing and new customers
• Conduct financial needs analysis to understand customers' financial goals and offer wealth management solutions such as insurance, structured deposits, loans and investment products
• Ensure compliance to service standards and provide excellent customer service and banking experience
• Regularly send customers information relating to market movements and trend analysis on the financial products that they have purchased and present new and suitable opportunities to customers
• Engage in networking and marketing campaigns to increase customer base
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

Skills and experience required

• Minimum Diploma required
• Good effective communication skills
• Analytical and logical thinking

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA License No: 11C5502 | EAP Registration No: R2199597

[Job ID: 401769]

Key Responsibilities:

• Manage HNW client portfolios.
• Serve domestic clients in Singapore and international clients from non-assigned countries.
• Promote a comprehensive range of financial products, including FX Trades, Bonds, Structured Notes, Funds, and Bancassurance.
• Leverage the bank’s broad product offerings to fulfill clients' wealth management objectives.

Requirements:

• Prior experience as a Relationship Manager within Priority/Privilege/Premier Banking.
• Personal Bankers with a proven sales track record or Financial Advisors qualified for MDRT are encouraged to apply.
• Demonstrated sales expertise and ability to work with high-net-worth (HNW) clients.
• Knowledge of wealth management products like FX, bonds, and structured notes.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Sandy Ng

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services.

Roles and Responsibilities

• Engage and prospect new offshore clients in regions such as SEA, North Asia & South Asia.
• Understand the financial needs of clients and provide them holistic recommendations & solutions.
• Consistently update clients on the latest market trends and information regarding their insurance & investment portfolio
• Work closely with internal stakeholders (investment specialist, banca specialist etc) to curate personalised solutions for clients.
• Uphold the bank’s customer service standards and comply with all compliance and regulation standards.

Skill and Requirements

• Minimum Diploma required
• Minimum 5 years of wealth management experience
• Strong sales track record
• Strong understanding of cross border regulations
• Strong understanding of financial markets & market trends
• Strong communication & interpersonal skills

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No: 11C5502 | EAP Registration No: R2199597

*Responsibilities:*

1. *Portfolio Analysis:*

- Conduct in-depth analysis of investment portfolios and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. *Market Research:*

- Stay abreast of financial market trends, economic indicators, and industry developments.

- Analyze market data to provide insights into investment strategies and potential risks.

3. *Client Interaction:*

- Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.

- Provide regular updates on portfolio performance and recommend adjustments based on client objectives.

4. *Asset Allocation:*

- Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.

- Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.

5. *Due Diligence:*

- Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.

6. *Regulatory Compliance:*

- Ensure compliance with relevant financial regulations and internal policies.

- Stay informed about changes in regulatory requirements and industry best practices.

7. *Performance Reporting:*

- Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.

- Make recommendations for optimizing portfolio performance.

8. *Relationship Management:*

- Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.

9. *Technology Utilization:

- Stay current on advancements in financial technology to enhance operational efficiency.

10. *Continual Learning:*

- Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.

- Pursue relevant certifications to enhance knowledge and credibility in the field.

*Qualifications:*

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

• MNC Company
• Basic $3000 - $4000 + AWS + Variable Bonus
• Excellent Welfare and Benefits + Career progression
• Working location: West
• Working days: Monday to Friday
• Working hours: 8.30am – 5.30pm
• Training provided for those without/lesser experience

Job Responsibilities:

• Responsible in invoicing related work, ensure all billing activities are well coordinated including coordinate with different department in billing relating inquiries
• Generate daily invoices to new customers and monthly invoices to recurring customers
• Prepare statement of account (SOA) and send to customers on timely basis
• Updating customer database
• Assist in preparation of spreadsheets, reports and correspondence as required, carry out reporting activities according to specific deadlines
• Perform daily reconciliation of e-payments and off-set against individual invoices
• Process Credit Card and GIRO application and liaise with clients/banks for failed deductions
• Attend to any billing and payment queries via hotline/inbound email/internal department transfer
• Assist in coordinating and resolving internal and external disputes involving account receivables
• Any other ad hoc duties as assigned

Job Requirements:

• Possess minimum Nitec/Diploma in Business / Finance / Accountancy with minimum 1-2 years of related working experience
• Training provided for those without/lesser experience

Candidates are encouraged to apply this position via Apply Now button with the following information in the resume

• Work experiences and job responsibilities
• Current and Expected salary
• Reason for leaving
• Date of availability
• Education background

We regret that only shortlisted candidates will be contacted.

Leong Wei Ling (R23117584)

EA Recruitment Pte Ltd

EA License No: 21C0492

Our client is a leading social service agency dedicated to improving the well-being of individuals, families, and communities. By adopting a holistic and client-centric approach, they aim to empower individuals and promote resilience, ensuring that no one is left behind.

They are seeking a Finance Manager to lead their financial planning, analysis, and reporting functions, driving compliance, efficiency, and strategic growth.

Key Responsibilities:

• Oversee financial operations, reporting, budgeting, and forecasting.
• Conduct financial analysis to support decision-making and identify growth opportunities.
• Lead finance transformation initiatives to enhance processes and reporting.
• Ensure compliance with regulatory requirements and mitigate financial risks.
• Manage and develop a high-performing finance team.
• Collaborate with stakeholders to align financial goals with organizational objectives.

Requirements:

• Bachelor’s degree in Finance, Accounting, or a related field (CPA, CFA preferred).
• 4-6 years of relevant experience, preferably in the non-profit sector.
• Strong leadership, analytical, and financial management skills.
• Experience with implementing financial systems (e.g., Microsoft Business Central).

*Only shortlisted candidates will be notified.

Krittika Kaur ([email protected])

Talent Coordinator

Morgan McKinley Singapore, Talent Solutions

EA License No: 11C5502

Personnel Registration No: R22109486

Your key responsibilities include, but are not limited to:

• Responsible for fit & proper assessment applicable to the appointment of representatives under Representative Notification Framework (RNF) within agreed timeline, which includes:conducting fit and proper assessment on each candidate
  making recommendation on the suitability of each candidate
  flagging out adverse findings and escalating of case for further evaluation
• Ensure completeness of documentation for each candidate.
• To liaise with candidates, hiring manager and internal stakeholders on all matters relating to the recruitment of the candidate:missing information or supporting documents required for due diligence checks
  funding schemes extended to candidate
  signing of Agency Agreement with candidate
  validation of Talent Transition Funding (TTF) package offer
• Provide regular statistics & report to Distribution Channels related to candidate & appointment of representatives
• Conduct periodic declarations and checks such asquarterly review of representatives who are appointed with enhanced monitoring
  daily credit monitoring on representative financial status
  annual self-declaration from representative
• Support for other Distribution Support function such as: - reference check requestgranting of sales authority
  handles audit request related to fit & proper assessment
  regular review of process to streamline and ensure relevancy
• Any other projects or tasks as assigned

Qualifications:

• Degree or Diploma in any discipline
• At least 2 years’ experience in Distribution Support, particularly in MAS Representative Notification Framework
• Proficient in Microsoft Office Applications such as Excel, Word and PowerPoint
• Highly organized, focused and able to work under tight timelines and pressure
• Independent, self-driven and results-oriented
• Meticulous with a keen eye for detail
• Strong interpersonal skills and ability to influence stakeholders

The Training & Competency Team is responsible for the competencies and due diligence monitoring of sales process and supervisory duties of our tied sales force, including provision of shared services to the Income Advisory Group (IAG) set-up. The Training & Competency (T&C) Team reports to the Head of Distribution Talent Centre, led by a Team Lead.

Description

He/she will be part of the Training & Competency Team, and is responsible in the enhancement of end-to-end business processes on the sales submission tool/system, with focus on sales advisory process, undertaking the following:

• Collaborating with stakeholders to gather and document business requirements relating to sales advisory process and the e-submission flow.
• Liaising between IT teams and business units to ensure alignment and effective communication. Translate business needs into functional specifications and user stories that are actionable for development teams.
• Developing and maintaining project documentation, including user story development, specifications, workflows. and user manuals
• Write clear, concise, and well-defined user stories that capture business requirements and deliverables.
• Ensure user stories include acceptance criteria, defining the scope and expected behavior of features.
• Collaborate with product owners, development teams, and stakeholders to refine and validate user stories throughout the project lifecycle.
• Develop and maintain clear documentation of business requirements, functional specifications, process maps, and user manuals for IAGSS/ DTC / Training & Competency
• Assisting in system testing and user training to ensure successful implementation
• Preparation of test case scenarios
• Responsible of a robust User Acceptance Testing, with proper documentation
• Providing ongoing support and troubleshooting for implemented solutions
• Provide training and support to end-users on new systems or process changes, working with trainers
• Assist troubleshooting for implementation solutions and assist in rectifications

Requirements (Qualifications & Skills):

• Diploma or Degree in Business Administration, Information Technology, Finance, or a related field
• 3+ years of experience in business analysis, process improvement, or related fields.
• Proven experience writing user stories and working in an Agile environment.
• Experience with business analysis tools and software (e.g., JIRA, Confluence, Microsoft Visio, etc.).
• Familiarity with Agile or Waterfall project management methodologies.
• Understanding of system integration, databases, and software development life cycle (SDLC).
• Excellent communication and interpersonal skills, with the ability to work effectively with diverse teams and stakeholders
• Strong problem-solving abilities and critical thinking skills
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Experience in insurance industry and/or licensed financial advisors submission processes will be an added advantage.
• Certification in Business Analysis (CBAP, CCBA) or Project Management (PMP, Agile).

[Job ID: 401667]

• Conduct financial analysis and consultations with customers to understand their needs.
• Strengthen customer relationships by providing updates on market trends and financial products.
• Participate in marketing activities to attract new customers.
• Identify and contact potential clients.
• Provide excellent after-sales service.
• Organize and deliver sales presentations to various groups and organizations.
• Follow money laundering prevention procedures and report suspicious activities.

Requirements:

• Degree holder.
• Driven and goal-focused individuals who are passionate about financial planning and wealth management.
• Willing to work a 5.5-day week, with the flexibility to meet clients beyond regular hours.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Sandy Ng

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

Our client is a well-established MNC, market leader in the Industrial Machinery industry. They are looking for a Regional Finance Manager to assist their team for the next phrase of their business. They are located in the Central – easily accessible.

Responsibilities of Regional Finance Manager:

• Ovesee company's accounting and implement strategic Finance department's strategy
• Notify the company’s operational team of unusual accounting fluctuations
• Monitor/Review the company’s account reconciliations
• Monitor the company’s annual audit process
• Handle company matters related to Goods and Services Tax (GST) and taxation
• Evaluate and submit the necessary GST returns on a quarterly basis
• Establish/review internal controls in the Finance team, implementing new controls if required
• Develop and implement effective tax strategies, ensuring compliance and timely filing for all taxes.
• Oversee treasury activities, including cash management and funding options, to optimize costs.
• Analyze financial transactions for risk management and provide investment advice, including creating investment frameworks and conducting due diligence.

Requirements:

• Minimum Degree in Accountancy or other equivalent qualifications/certifications
• Minimum 10 years of relevant MNC working experience, with regional exposure
• Experience in Taxation is required
• Prior exposure in treasury is an added advantage

Interested candidates who wish to apply for the advertised position, please click APPLY NOW or email an updated copy of your resume/cv.

We regret that only shortlisted candidate will be notified.

Email Address: [email protected]

EA License No: 19C9682

EA Personnel No: R22108850

EA Personnel Name: Chan Mun Mun

Our Client is a leader in the Environmental industry in Singapore. Due to their current expansion plan, they are looking for a Finance Controller to join their team, in hopes of developing the current high performing team. They are located in the West.

Responsibilities

• Manage cash flow, including optimization, forecasting, expense management, debt management, collection, budgeting, consolidation, and P&L forecast.
• Responsible for funds in banks for unexpected expenses, procurement activities and operations.
• Develop risk management/control strategy for the Group and handle monthly group consolidation and results analysis.
• Responsible for implementation of financial strategies, including risk minimization and cost enhancement.
• Oversee and manage financial reports, audits, and tax matters and prepare financial metrics based on P&L.
• Provide ROI analysis for overseas investments and advice on investment decisions.
• Oversee finance team, such as performance management and team bonding.
• Provide leadership and guidance, fostering a culture of improvement and accountability.
• Lead financial projects to optimize production and cash flow.
• Develop and maintain ERP and MIS projects.
• Improve internal controls and ensure compliance with regulations.
• Analys and recommend maximizing returns on excess funds.
• Responsible for financial performance and provide insights and recommendations.
• Maintain good relationships with bankers and liquidity providers.
• Perform ad-hoc duties related to the Company’s business activities.

Requirement

• Min Degree in Finance, Accounting, or a related field or CPA
• Min 5 years of relevant experience in manufacturing industry
• Strong experience in FP&A, internal controls, risk management, and regulatory compliance.

Interested candidates who wish to apply for the advertised position, please click APPLY NOW or email an updated copy of your resume/cv.

We regret that only shortlisted candidate will be notified.

Recruitpedia Pte. Ltd.

EA License No. 19C9682

EA Reg. No. R21103987 (Yan Yongmao)

Key Responsibilities:

Project Planning & Strategy

• Define project scope, goals, and deliverables in collaboration with stakeholders.
• Develop detailed project plans, and schedules, identifying key milestones and resources needed.
• Establish project budgets and monitor expenditures to ensure financial efficiency.

Project Management and Execution:

• Lead and motivate project teams, ensuring effective communication and collaboration.
• Conduct regular team meetings to review progress, address issues, and adjust plans as necessary
• Collaborate with various team members based on their skills and project requirements.

Project Execution and Monitoring:

• Oversee the day-to-day operations of projects, ensuring adherence to project plans and timelines.
• Implement project management best practices and methodologies to enhance project efficiency and effectiveness.
• Assign tasks and responsibilities to team members.

Budget Management:

• Prepare and manage multiple project budgets, ensuring financial accountability.
• Monitor expenses and report on budget variances.

Risk Management:

• Identify potential project risks and develop mitigation strategies.
• Ensure compliance with organizational policies, industry regulations, and quality standards.
• Monitor and evaluate project risks throughout the lifecycle, implementing corrective actions as needed.

Stakeholder Engagement:

• Serve as the primary point of contact for stakeholders, ensuring clear and effective communication throughout the project lifecycle.
• Prepare and present project status reports, including progress, risks, and financial performance, to senior management and other stakeholders.
• Manage stakeholder expectations and address any concerns promptly.

Continuous Improvement:

• Ensure all project deliverables meet quality standards and project specifications.
• Conduct regular project reviews and implement improvements.
• Implement lessons learned from completed projects to enhance future project management practices.
• Stay current with industry trends, tools, and technologies to continuously improve project execution and delivery.

Procurement activities:

• Identify and evaluate potential suppliers based on quality, price, delivery times, and service.
• Negotiate terms and conditions of contracts with suppliers, including pricing, delivery schedules, and payment terms.
• Address any issues related to quality, delivery, or service, and work with suppliers to implement corrective actions.
• Ensure that all procurement activities comply with legal, regulatory, and internal policies.

Qualifications:

• Bachelor’s degree in Project Management, Business Administration, Engineering, or a related field
• Minimum 5 years experience in project management and procurement
• Minimum 5 years of relevant managerial experience in manufacturing or relevant industry
• Proficient in Microsoft office applications and other relevant software (eg. Navision)
• Strong written and verbal communication skills
• Strong analytical and problem-solving skills.
• Able to multi-task in a fast-paced environment
• A dynamic team leader with a positive working attitude. Able to organize and lead a small team to attain business excellence

HOW TO APPLY:

Interested applicants, kindly send your resume in MS WORD format or please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Lee Jun Siong (Johnson)

EA Personnel Reg No: R24120242

*Seeking for a Credit Risk Senior Manager/Deputy Head who has minimum 8 years of experience in Credit analysis dealing with Local Corporates/Large Corporates/MNC (Corporate Banking experience)*

THE COMPANY

Renowned for their solid brand and bank’s culture, the company is well-received and accepted by their employees. The bank is currently seeking for a Credit Risk Senior Manager/Deputy Head to be part of their team.

JOB RESPONSIBILITIES

• Conduct Credit reviews/give Credit approval
• Handle stress testing and portfolio management
• Perform cash flow projections
• Propose Credit recommendations
• Perform industry and economic analysis
• Ensure compliance to credit policies
• Liaise with Credit committee
• Collaborate effectively with other internal and external stakeholders

JOB REQUIREMENTS

• Degree in Business Major in Finance/Economics/Commerce/Accountancy or ACCA or any other relevant education
• Minimum 8 years of experience- Credit analysis in Local Corporates/Large Corporates/MNC (Corporate Banking experience)
• Highly analytical, focused, has good interpersonal and communication skills

If you will like to explore this opportunity, please email your resume in Microsoft Word format to [email protected]

We thank you for your interest and will contact shortlisted candidates for more detailed discussion.

For more job openings, please visit our website at https://resolutehunter.com/opportunities/

EA Licence 18C9105

EA Reg R1105305

*Seeking for a Middle Office with relevant 2/3 years of Banking- Loan operations experience*

THE COMPANY

Rooted in their commitment and service to their clients, the company has a well-received yet stable brand within the Banking sector. They currently seek a Middle Office to be part of their Operations team.

JOB RESPONSIBILITIES

• Perform Middle office function and smooth implementation process
• Ensure timely reporting e.g. Accounting, performance, annual rating or head office reports
• Write credit reports/credit analysis
• Perform analysis of investors for credit approval
• Ensure smooth loan operations
• Conduct compliance KYC/AML checks
• Write and improve Operations policies
• Work closely with other business stakeholders

JOB REQUIREMENTS

• Degree in Business Studies/Finance/Banking/Economics/Commerce or any other relevant education
• Minimum 2 years of relevant loan operations experience in Banking industry
• Meticulous, organized, team player and has good interpersonal skills

If you will like to explore this opportunity, please email your resume in Microsoft Word format to [email protected]

We thank you for your interest and will contact shortlisted candidates for more detailed discussion.

For more job openings, please visit our website at https://resolutehunter.com/opportunities/

EA Licence 18C9105

EA Reg R1105305

Job Description:

The role supports the Compliance team in managing regulatory compliance projects, working with key stakeholders, including the Head of Regulatory Liaison, Conduct and Culture, and the Chief Compliance Officer. The candidate should have strong project management skills, attention to detail, and a deep understanding of regulatory compliance.

Key Responsibilities:

• Plan, execute, and manage regulatory compliance projects, ensuring adherence to timelines and quality standards.
• Provide regulatory compliance advice to management and stakeholders.
• Maintain project documentation, including plans, status reports, and compliance records.
• Serve as the main point of contact for regulatory compliance projects, providing updates to the team and stakeholders.
• Interpret complex regulatory legislation and industry standards.

Job Qualifications:

• 5+ years of regulatory compliance experience, preferably in the insurance industry.
• Proficiency in the Insurance Act, Financial Advisers Act, and industry requirements.
• Strong analytical, problem-solving, and project management skills.
• Excellent communication, organizational, and time management abilities.
• Proficiency in project management tools and Microsoft Office Suite.

Interested candidates, who wish to apply for the above position, please send in your resume to [email protected]

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

This is in partnership with 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 e2i’s PDPA.

The client is an insurance broker firm that partners with private banks to provide wealth management solutions to the UHNW individuals. They are seeking to expand their sales support team so provide greater support to their expanding sales team.

Job Description

• Maintain service standards to develop and improve customer satisfaction and retention
• Ensure that all customer requests are handled in a timely and consistent manner
• Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements
• Support sales team to provide excellent service to high net-worth clients to achieve client retention
• Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers’ requirements and enquieries

Experience & Skills required

• Minimum diploma required
• Good effective communication skills
• Analytical and logical thinking

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No: 11C5502 | EAP Registration No: R2199597

- Represent a top Global Bank

- Portfolio Construction and Portfolio Management

- Update clients on market movements and the economy

- Business Development to onboard mass affluent and high net worth clients

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Introduction of Wealth Management tools to clients

- Customised career progression (Sales or Management Track)

Training provided

- Monthly investment training by more than 30 Global Asset Managers (JP Morgan, Goldman Sachs, Franklin Templeton, BlackRock etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- Communications training

- Management training

- Structured training to put you on the path of success

Requirements:

- Go Getter

- Excellent communication skills

- Highly motivated individuals who work well in a team

- Local Diploma / Full 'A' Level Cert / Degree

- Candidates with a background in Wealth Management or Sales would have an added advantage