DESCRIPTION/RESPONSIBILITIES:

If you are passionate, and have strong desire to set and achieve challenging goals, you have found the right team.

As an Associate Treasury Management Officer, you play an integral role in developing global cash and liquidity management solutions for our Singapore headquartered corporate client base covering the semi-large to mid-cap space. As part of a new business initiative at J.P. Morgan, you will cover opportunities to not only build new customer relationships, but also have a strategic impact on the business. In this team, you will be primarily focused on supporting the senior Treasury Management Officers in both Singapore and Australia.

Job Responsibilities:

• Service the specific global cash management needs of the bank’s targeted Singapore and Australia headquartered clients.

• Handle treasury relationship management and helping our colleagues to manage the implementation, on-boarding & ramping of new business mandates from clients & prospects

• Support the senior Treasury Management Officers in both Singapore and Australia on building new customer relationships globally.

Sales Support:

• Assist the Treasury Management Officers in preparing client pitches / decks / presentations working with Corporate Bankers to position our Transaction Banking / Treasury Services solutions.

• Ensure that all the requisite needs around approvals, revenue analysis, pricing calculations etc. are done on a timely basis

• Prepare client account plans, briefing memos and portfolio management.

Deal Support:

• Ensure our pipelines are regularly updated and tracked with our Business Management teams; help the TMOs with strategy, budgets, and other ongoing requirements in building our client franchise to grow our Transaction Banking / Treasury services revenues

• Provide the necessary oversight and local accountability to support Commercial Banking’s governance processes and all documentation to conform to JPMC policy

• Work with internal stakeholders i.e. bankers, product partners, implementation, client service teams globally to ensure the best end-to-end client experience

Required Qualifications, Capabilities, and Skills:

• Minimum qualification of Bachelor or equivalent in Banking or Finance related fields

• Minimum 4 years of relevant working experience in Transaction banking / Treasury Services related to products in Cash Management, Cross Border payments, Client services and/or Operations.

• Expected to provide support to other regional countries as required.

• Require to coordinate and manage multiple transactions and ensuring delivery against deadlines, client expectations and business priority.

• Team player with interpersonal and communication skills.

• To work professionally and effectively across diverse products and service capabilities

• Familiar with Microsoft Excel, PowerPoint for preparation of client data, pitches, process / project management and financial analysis.

To apply for this position, please use the following URL:

https://ars2.equest.com/?response_id=111ba3a7deaad4a7777e70912716c501

*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.

Job Description – Enterprise Architect

About Role

The role has an overall responsibility for defining end-to-end domain specific solutions across business, operations, technology and compliance. Accountable for pro-actively identifying the business challenges, define bank-wide solutions and ensure these ‘fit for purpose’ solutions are delivered.

Job Objectives

The successful candidate is expected to:

a. Demonstrate deep domain expertise to ensure he/she is a trusted business partner who can identify business challenges and propose holistic sustainable solutions.

b. Build relationships with and between stakeholders across development, testing, business analysts and operational business partners.

c. Support the business by defining, developing and delivering solution concepts within the constraints, in a way that is sensitive

to, and compatible with the business priorities.

d. Provide thought leadership by conceptualizing solutions to incorporate cutting-edge technologies into the group.

Key Responsibilities

1. Solution Definition and Delivery

a. Help the business user to articulate their business requirements in a structured manner.

b. Translate these business objectives into an architectural approach and solution, in term of:

i. Business and process architecture

ii. Technology architecture (application, infrastructure and security)

c. Define practical roadmap considering business, technical and delivery constraints

d. Identify operations impact of the solution and liaise with operations to define the appropriate operating model

e. Address all business challenges from a Technology & Operations perspective and ensure proposed solutions address issues with business, operations, technology, compliance any other impacted business units

f. Improve existing approaches and/or develops new approaches to achieving improvement

g. Spot potential problems, recognize the risk impact and propose risk mitigation strategies

h. Lead the solution definition work-stream during implementation, to ensure the integrity of the business solutions is maintained

i. Manage technology roadmap once the various projects have started to monitor the deviation to the roadmap and architecture

and plan the remediation accordingly with the various project teams.

2. Stakeholder Relationship Management

a. Acts as a single point of contact for all domain specific improvements and challenges

b. Supports effective business change by building relationships with and between development teams, business analysts, testing teams and operational business partners

c. Provides well-informed advice, typically within a specific domain specialism, ensuring that it is properly understood and appropriately exploited, to enhance the effectiveness of significant activities

d. Anticipates customer needs; responds to and follows through on customer enquiries, requests and issues to complete resolution or satisfaction in a timely manner

Must Have

a. Banking Architecture skills across Retail and Wholesales business domains.

It encompases but not limited to: core banking, payments, trades, cards, branches systems, ATM, Loyalty , internet and mobile banking, reporting and MIS.

b. Domain expertise with an excellent awareness of the various front-end and back-end systems and processes

c. Heterogeneous technology platform knowledge such as AS400, Mainframe, open systems (unix, Java, Microsoft), MQ.

d. Excellent communication and presentations skills to C-level, with the ability to synthetize and simplify technology solution and challenges.

e. Ability to communicate effectively with technology and operations staff.

f. Bachelor’s degree in engineering/ business/ finance or equivalent

Good to have

a. IT Strategy onsulting experience will be an added advantage

b. Experience with banks and/or leading innovative technology organizations

c. Experience in managing and working with vendors to deliver projects is an added advantage

about the job

• Conduct financial needs analysis to understand customers' financial goals
• Provide financial product advisory to bank clients according to their needs
• Adhere to compliance and regulatory standards
• Engage in networking and marketing campaigns organised by the firm

skills and experience required

• Minimum Diploma required
• Minimum 1 year of wealth management / insurance sales
• Good effective communication skills

If you are interested in the role, click on the 'apply' function now! Alternatively, you may contact Claudia at 68183141 or [email protected] for more information.

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

Become the driving force behind optimizing finance processes and systems!

This role is for a Global Retail and Consumer Goods MNC.

Responsibilities

• Oversees finance processes and systems, ensuring their deployment, adoption, and maintenance. Finance processes can include one or more areas including (Procurement, AP , Pricing, Invoicing, AR, GL, Tax, Bank & Payment, Controlling, Consolidation).
• Manage key systems Infor M3 and Workday along with other business systems of company including procurement systems, treasury management system, consolidation, and reporting system.
• Provide users an efficient assistance in case of incidents.
• Help promote adoption of IT systems ‘solutions.
• Keep up with finance and IT trends and the continual evolution of business's needs, and systems’ new releases.
• Maintain and provide a streamline solution to company's requirements.
• Ensure the complete and secure integration of systems and functionalities between them.
• Ensure the quality of data and its reconciliation between systems.
• Support data governance.
• Collaborate closely with users, IT experts, and integrators to provide efficient assistance, ensure user adoption, and maintain data integrity and system integration.

Requirements

• Bachelor's Degree in Accounting & Finance
• 5 years ‘finance work experiences in Procurement processes and AP
• Project Management experience in implementation of new financial systems.
• Good practical experiences with Workday (workbook, configuration, interface management) with strong skills in Workday Reporting
• Experience with Infor M3 and BI tool , i.e Cognos and Qlik Sense is advantageous.
• Process design experiences with strong problem framing and analytical skills
• Excellent skills in solution maintenance and TMA

To Apply

If you're interested in this role, click 'apply now'
All Applications will be treated will with strictest confidence.
Samuel Tse
Senior Consultant - Technology
Gateway Search
DID:+65 6727 6129
www.gateway-search.com
EA Licence No: 19C9807 | Registration No: R122

Job Highlights:

• Established US MNC company located at NORTH (Marsiling)
• 12 months convertible contract
• Up to $4,500/month + 1-month completion bonus
• Mon - Fri (8:30am - 5:30pm) Hyrbid Working Arrangement

Job Responsibilities:

• Responsible for overall accounting activities and report to GL Accountant
• Intercompany: Intercompany transactions booking and netting settlement.
• General Ledger: Payroll / Accrual / Prepayment / Inventory / Depreciation booking
• Accounts Receivable: Bad debt reserve
• Month-end closing: Accounts Payable, Accounts Receivable, Intercompany, Bank revaluation, reconciliation, and confirmation (ERP & HFM)
• Support internal/external audit for respective area & create synergy in the process.
• Participate in Global / Division projects (e.g., ERP system implementation, new tool / reporting development etc.).
• Other ad-hoc projects / activities as required by Singapore site or APAC region

Job Requirements:

• Degree in Accountancy/Finance/ACCA or equivalent
• Minimum 3 years experience in Accounting functions
• Strong knowledge in GAAP/IFRS/SOX Reporting
• Hands on exposure in SAP system or similar software

If you are keen to explore this career opportunity, kindly send a copy of your resume to [email protected] or simply click the button to APPLY NOW! We regret that only shortlisted applicants will be notified.

Chan Ku Ci - R22111446

EA License No: 16C8261

Key Responsibilities:

• Proactively acquire new individual customers from the HNW space.
• Offer a comprehensive range of retail and priority products, including unsecured cards, to targeted segments.
• Build strong relationships with internal stakeholders within the team and external partners such as property agents, brokers, and other sales agents to increase referrals.
• Engage affluent clients through marketing campaigns, mortgage inquiries, events, as well as networking events and roadshows.
• Willingness to participate in off-office hours and weekend activities, including networking events, campaigns, and roadshows.

Requirements:

• Demonstrated sales or acquisition experience in banking with a proven track record.
• Previous experience in both B2B and B2C sales or acquisition is desirable.
• Minimum of 2 years' experience in banking industry.

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.

EA Personnel Name: Tan Gabriel
EA Personnel No: R22104076
EA License No: 07C5771

Responsibilities:

• Liaising with external stakeholders e.g. auditors on financial accounting and regulatory reporting matters
• Representative for annual audit including provision of finance deliverables, handling queries and preparing annual financial statements
• Ensure timely and accurate reporting (including audited financial statements) to internal stakeholders, regulators and Head Office
• Oversee, review and maintain effective controls and ensure compliance with group policies and local regulatory guidelines
• Responsible for timely update of Finance policies
• Participating in Projects relating to Accounting & Regulatory Reporting Function in Singapore as well as new product roll-out

Requirements:

• Degree holder in Finance or Certified Public Accountant or Equivalent
• 10 years or more hands on working experience in finance function in the financial services industry with a strong understanding of financial instruments
• Good knowledge of IFRS and Singapore regulatory reporting requirements
• Prior working experience in finance function / projects and with T24 / SAP knowledge an added advantage

Please state your availability, current and expected salary in the resume.

Qualified or interested candidates, please visit our GMP website at www.gmprecruit.com/current_jobs/posting.aspx to apply for this position with GMP Job Code: 24032

Tel: 6233 0482 - Eddie Tang (R1221129)

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Eddie Tang | Registration No: R1221129

Responsibilities:

• Assisting in Branch Operations duties, such as GIRO, cheque clearing, remittance, update client particulars/static data, Account opening/ some KYC checks , etc.

Requirements:

• Min Deg with 1 year of relevant experience in Banking/Finance sector
• Good with Microsoft Office applications
• Good communication and interpersonal skills
• Ability to work under pressure and independently

Please state your availability, current and expected salary in the resume.

Qualified or interested candidates, please visit our GMP website at www.gmprecruit.com/current_jobs/posting.aspx to apply for this position with GMP Job Code: 23065

Tel: 6233 0482 - Eddie Tang (R1221129)

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Eddie Tang | Registration No: R1221129

Responsibilities:

• Prompt handling of billing, rollover, rate fixing, repayment and facility fee collection, bilateral and syndication loans drawdown.
• Help the placing of deposits and remittances.
• Complete pre-transactional and post-transactional handling and AML screening.
• Immediate and appropriate response to questions from internal and external stakeholders regarding the Branch's services.
• Keep accurate records of every loan file.
• Handle management, regulatory reporting, audit confirmation, and daily reconciliation.

Requirements:

• Diploma in Business Administration or Banking & Finance or equivalent
• At least 3 – 5 years of sales experience in dealing with personal loan
• Prior knowledge in operational risk, AML and Terrorism Financing is an added advantage

Interested candidates who wish to apply for the advertised position, please click 'APPLY' to send in your resume.

EA License No: 13C6305

Reg. No.: R1654399

For candidate who applied for the advertised position is deemed to have consented to us that we may collect, use or disclose your personal information for purpose in connection with the services provided by us.

Responsibilities:

1. Portfolio Analysis:

- Conduct in-depth analysis of investment portfolios, assessing performance metrics 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.

- Prepare comprehensive reports outlining investment recommendations and associated risks.

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.

- Analyze performance metrics and make recommendations for optimizing portfolio performance.

8. Relationship Management:

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

- Collaborate with internal teams, including financial advisors and risk management, to enhance client satisfaction.

9. Technology Utilization:

- Leverage financial software and tools for data analysis, risk assessment, and portfolio management.

- 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.

A career that makes a difference

Whether you are just beginning your career or an experienced professional looking for a change.

If you are looking for an entrepreneurial role with flexibility and unlimited income potential, join us to discover more about the career as a Financial Advisor.

Key responsibilities:

• Assess clients’ financial situation to develop strategies to help client meet their financial goals.
• Provide advice on insurance to help companies and individuals plan for their financial futures.
• Help clients with financial planning in areas such as retirement, education, and investments with our full product suite.
• Review and follow up with clients on a regular basis to assess how developments in their life might affect their financial plan.
• Preparing and interpreting financial document summaries, investment performance report and income projections for clients.
• Build and maintain effective relationships with existing clients.

Benefits & Rewards

Training and professional development

We’ll help you gain the certifications, soft skills, and knowledge you need to succeed while supporting your growth with structured courses and trainings. Our dedicated managers will constantly be there to guide you through your developmental journey.

Funding Programme

We provide a structured corporate financing scheme for the first 24 months of your career to fast-track your success.

Rewards

Work hard and play hard with us as we incentivize our top performers.

Flexible incentive structure

Enjoy unlimited potential income through our multi-layered incentive structure that includes commissions, quarterly performance-based incentives, annual bonuses, and great incentive trips.

Qualifications

To join us as a Financial Advisor, you should:

• Have obtained a local diploma or degree in any field
• Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
• Have good interpersonal skills and be passionate about helping customers achieve greater financial competency

We are actively hiring! Fresh graduates & mid career change welcome to apply.

About the Company

A top-tier tire manufacturer, they provide high-performance solutions for various vehicles globally. They focus on innovation and sustainability ensures reliability and environmental responsibility. Trusted by leading automotive brands, they synonymous with quality and innovation in the industry.

Role Summary:

The Commercial Finance Analyst role within the Sales Operations Control and Analysis function entails serving as the primary finance business partner, offering strategic commercial financial analysis and insight to support the Company's manufacturing and trading business, particularly in global export markets. This position collaborates closely with the commercial finance leadership team and relevant business leaders to achieve business strategy objectives and meet revenue and profit targets.

Key Responsibilities:

· Conduct comprehensive financial analysis on product categories, brands, and markets, leveraging data to generate commercially relevant insights. This includes advanced financial modeling, profitability analysis, monitoring of business issues and their impact on the bottom line, and assessing the introduction of new products for actionable insights.

· Collaborate with business directors to monitor business goals, prospects, client profitability, and provide timely and relevant reporting and insights.

· Perform monthly variance analysis of financial results, reviewing them with commercial business leaders to ensure comprehension of drivers and associated risks, and managing selling and distribution expenses.

· Develop and manage budgets and rolling forecasts for sales and selling expenses, and conduct business reviews comparing actual performance to forecasts.

· Manage customer contracts, liaise with Legal Counsel and Business Directors, and oversee contracted sales targets and incentive programs.

· Ensure that overseas sales entities (including the Singapore market) adhere to operational controls and governance requirements.

· Utilize BI tools (such as Tableau) to enhance visibility of business performance and improve risk controls.

Desired Skills / Experience:

· Bachelor's Degree in Accounting/Finance or a related field.

· Minimum of 5 years' experience in commercial business partnering within a multinational corporation.

· Strong preference for candidates with experience in manufacturing and export business environments.

· Proficiency with ERP systems (Oracle) and Microsoft Excel is essential.

· Highly organized, detail-oriented, with a strong work ethic and demonstrated teamwork skills.

· Excellent analytical, project management, and financial skills are required.

· Ability to work effectively both independently and within a team.

· Demonstrated capability to balance and manage various tasks with different skill requirements efficiently.

· Experience in pricing and costing analysis is preferred.

Please submit your updated and comprehensive CV in MS WORD FORMAT ONLY (NOT PDF) with detailed career information, including your current or last drawn salary breakdown (base, incentives, AWS, etc.), expected salary, contact details, educational qualifications, work experiences, reasons for leaving each past employment, and your availability date to:

Email: [email protected]

Personal Data Protection Statement for Job Applicants:

Please be informed that the personal data you provide through your job application to FSK advisory Pte Ltd will be collected, used, and disclosed by or on behalf of FSK advisory Pte Ltd to assess your suitability, eligibility, or qualifications for employment with FSK advisory Pte Ltd and/or its clients. It will also be used to manage your job application process, including considering you for potential future positions and notifying you of such positions, whether existing or in the future.

Thank You!

We thank all applicants for their interest. Due to the high volume of applications, we may only contact shortlisted candidates for interviews.

FSK advisory Pte Ltd | MOM EA Licence: 15C7414

UEN: 201419265D

- 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

Job Details:

• 5 days work
• Friendly working environment
• Training provided

Job Responsibilities：

• Provide full support to Business Development Officers
• Liaise with Car Dealers and Hirers for Car financing matter
• Evaluate all Loan Applications
• Credit management for Car Finance etc
• Other ad-hoc duties assigned from time to time

Job Requirement：

• Minimum Diploma and above
• Able to work under pressure, multi-task and independent
• Positive attitude with pleasant personality
• Knowledge or experience on car related matter is an added advantage

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: Koh Choon Ann (Kenny)

EA Personnel Reg No: R1765402

Company information

Registration No.

201935022Z

EA No.1

9C9950

Business Function

Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

Responsibilities

• Review account opening documents & perform account opening for various clients from different organizational types and locations
• Ensure customer records are properly created and updated
• Ensure all requests are processed within the agreed service-level agreement (SLA) and as per procedures specified in Standard Operational Procedure
• Comply with external and internal compliance and regulatory requirements, including Bank’s approaches as well as customer acceptance requirements
• Coordinate and follow up discrepancy items with relevant parties timely and escalate any exceptions to supervisor
• Understand the bank policies on AML/CFT, information protection, risk & security control and regulatory compliance and report problem and exceptions to supervisor immediately
• Attending to email & phone enquiries from BUs and operation teams
• Handle internal customer compliant tactfully and ensure responsive problem solving for enquiries from branches and other units / parties within benchmark
• Participate in process improvement events
• Participate in Digital Platform (Corporate PayNow, DBS MAX, SGQR) initiatives and support enhancements or change of system
• Assist in landscape sculpturing for CIF Module and support alignment of CIF Module to AO module
• Provide support in ad-hoc project and assist to conduct testing on various systems enhancements
• Accept any Ad-hoc duties when assigned

Requirements

• Bachelor’s Degree in any field with minimum 3 years of work experience in the Banking industry
• Knowledge in the industry regulations is preferred i.e. MAS626, FATCA/CRS
• A good team player and the ability to work independently under minimal supervision
• Good written and oral communication skills with computer proficiency in Microsoft Office –Word, Excel & PowerPoint
• Meticulous with an eye for detail, organized with good problem-solving skills
• Work Location : DBS Asia Hub (Changi)

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales targets while ensuring accurate and timely completion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB’s clients
• Develop and deepen relationships with clients who have been assigned to you
• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)

Job Requirements:

• A recognised university degree
• At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considered for a more senior position
• Good knowledge of wealth management & investment products
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Proven ability to exceed sales target
• Resourceful and able to work with minimal supervision

Finance Executive (Accounts Receivable)

Highlights:

• Company Industry: Healthcare
• 5 days’ work week, 9am – 6pm
• Remuneration: Up to $3300
• Location: Orchard OR Novena

The Challenges:

• In charge of all Accounts Receivable matters (AR)
• Process invoices and payments posting in accounting system.
• Perform month end closing and GST submission.
• Prepare financial statements.
• Perform AR reconciliations and follow up on discrepancies.
• Other ad-hoc duties as assigned by management.

What it Takes:

• Minimum Diploma / Degree in Accountancy or equivalent
• Minimum 2 years of relevant experience
• Experience in medical / healthcare industry will be an added advantage.
• Knowledge in MYOB accounting system
• Bilingual in English and Chinese as this role requires frequent liaising with clients and colleagues from Chinese-speaking states.
• Able to work in fast-paced environment with high work volume.
• Candidates who are able to commence work in short notice will be an added advantage.

Interested candidates please kindly send your updated CV to [email protected]

Talents@Work Pte Ltd

EA License Number : 21C0501

Rei : R2199207

Responsibilities

• Review credit applications/reviews, credit ratings, financial statements and projections submited by RMs
• Recommend reasonable amendations/adjustments
• Follow up with RMs on outstanding matters
• Conduct Credit Stress testing
• Other adhoc duties as assigned

Requirements

• Possess at least 5 years of corporate credit analysis experience
• Familar with Trade financing, Syndication and also preferably project financing
• Strong team player with good communication and stakeholder engagement and management skills

Job Summary:

Seeking a motivated individual for a career with a top Asian financial services group spanning 18 markets. Recognized as one of Asia's Safest Banks and the "World's Best Bank" in 2021, prioritizing lasting customer relationships and community impact. Responsibilities include supporting stakeholders, driving business activities, and ensuring compliance with policies and laws.

Responsibilities:

• Provide end-to-end (holding the trade from inception to expiry) processing support to Treasury & Markets on Foreign Exchange, Money Market and Non-Deliverable Forward products across Singapore, Australia, China, Korea, Indonesia, Vietnam, Taiwan and Hong Kong
• Ensure accuracy and timeliness of trade validation, settlement, reconciliation, control checks, investigation and exception handling are being performed
• Provide end-to-end support to FX CLS processes supported across Singapore, Hong Kong and Korea entities
• Participate in initiatives, process improvements and projects to enhance processes and productivity, take accountability to ensure successful implementation thereafter
• Perform data analysis and problem solving at SME level
• Proactively seek for opportunities to data discovery and insight
• Takes accountability and demonstrates commitment in issues and problems
• Embrace bank culture and values

Requirements:

-Qualification or experience in related field.

-Experienced in banking and financial sector preferred.

-Proficient in Microsoft Office.

EA License No. 01C4394 • RCB No. 200007268E • Lim Jia Jie EA Registration No. R22108969

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates collecting, using and disclosing my personal data for the purposes set out in the Privacy Policy which is available at https://www.persolkelly.com.sg/policies. I also acknowledge that I have read, understood, and agree to the said Privacy Policy.

Onboarding Specialist / Officer (Banking & Finance)

• Review of KYC for onboarding of new clients and periodic review in an efficient and timely manner
• Ensure due diligencefor new account opening and existing client accounts comply with internal policies
• Liaise with Relationship Manager on required information/documentation for onboarding and review
• Perform name screening for entities, individuals and financial institutions
• Liaise with relevant team for the setting up, maintain and update of account in the system
• Undertake project on an ad-hoc basis
• Perform any other tasks assigned by superior/head of department

Requirements

• Diploma or Degree in Banking & Finance
• At least 3 years of experience in AML and client onboarding
• Good understanding of local regulatory requirements on AML/KYC for client onboarding process
• Possess Certificate in AML/KYC
• Experience with name screening tool

Interested candidates kindly click the APPLY NOW button.

Applicants who possess relevant experience for the above responsibilities are most welcome to apply. If you do not possess the above experience, your application will still be considered on individual merits and you may be contacted for other opportunities.

By submitting your personal data and/or resume, you give consent to the collection, use and disclosure of your personal data and/or resume by the company (or its agent) for the purpose of the processing and administration by company relating to this job application.

*We regret to inform that only shortlisted candidates would be notified.*

Amy Wong Siew Chen
Registration Number: R22108344
EA Licence No: 06C2859 (MCI Career Services Pte Ltd)

- 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

Responsibility:

• Collaborate with BU Specialists to elicit and review business requirements
• Analyse and document the "to be" business and operations processes based on the agreed requirements and / or function points, perform impact assessment
• Responsible to analyse and define detailed functional and non-functional requirements based on business requirements
• Monitor and manage risks /issues related to requirements and scope creep
• Transition functional and non-functional requirements to System Analysts, and ensure a clear and complete understanding of the requirements
• Undertake scoping and evaluation of new initiatives.
• Defining overall considerations, including scalability, maintainability, cost, operations and technology principal risk to provide a recommendation
• Lead and collaborate with cross-functional and technical teams including business analysts, solution architect, business technology services teams, and testing teams to define/clarify requirements
• Work with business technology services team on the smooth delivery of the solution
• Review Test Strategy, help plan and support the user acceptance testing and help address any issues.
• Ensures that there is a business perspective on how the new operations and technical capabilities will be delivered to the business.
• Identify potential problems, recognize the risk impact and propose risk mitigation strategies.

Requirements:

• Strong business domain knowledge in banking
• Strong quantitative, analytical, problem solving and process design skills that can translate analysis into solutions that meet business objectives
• Understanding of technology and operational processes across functions / departments in the bank/market.
• Familiar with change management processes and project management fundamentals
• Experience in scoping and evaluation – Defining overall considerations, including scalability, maintainability, cost, operations and technology principal risk to provide a recommendation
• Bachelor’s degree in engineering/ business/ finance or equivalent.
• Minimum 6 years of relevant banking and/or consulting experience.

Sumit Sambhi

EA License No. – 23C2060

EA Registration No. - R1330510

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Principal Accountabilities

· Code and record invoice into Accounting System.

· Process payments and update payment status.

· Handle vendors’ enquires.

· Handle petty cash disbursement and maintain petty cash float.

· Prepare cashbook and bank reconciliations.

· Ensure timely update of fixed assets movement in FA system and that all assets are properly tagged.

· Prepare monthly reconciliation of FA register to GL and FA clearing accounts.

· Post journal entries.

· Prepare Goods and Services Tax Returns.

· Assist in month end closing of accounts, preparation of monthly schedules and reconciliations.

· Prepare and analyze actual monthly overhead expense against budget and prior year.

· Analyze expenses variance and raise significant budget and prior year comparison variance.

· Maintain and reconcile overhead expense accruals, prepayments and deposits, etc.

· Assist with external, internal audits, MOH audits, Corporate Governance audit, etc.

· Assist in preparing and submission monthly financial reports to Head Office.

· Assist in preparing quarterly financial report for Management Committee Meeting, Finance Committee Meeting and Audit Committee Meeting.

· Complete year end consolidation package for annual statutory audit.

· Prepare ad-hoc reports, such as cashflow projection, donation usage, etc as and when required.

· Submit E-invoices for claims from MOH.

Qualification: Degree /Diploma holder in Accountancy or its equivalent

Experience: At least 3 years of working experience as an executive

Should be proficient in Microsoft Office, have good spoken and written communication skills and be meticulous, reliable and independent.

Responsibilities:

1. Customer Engagement:

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge:

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. Sales Targets:

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. Documentation and Processing:

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. Compliance:

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. Problem Resolution:

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. Team Collaboration:

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. Market Research:

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. Training and Development:

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

Qualifications:

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

Benefits:

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.