· Responsible for performing quality checks on Bank cards

· Meeting Service Levels of the Banks

· Performing end day reconciliation for internal reporting

· Other ad-hoc duties

Requirements

· Min. Education Level: ITE

· Field of Study: Not applicable

· Skills: Production background preferred

· Need to be meticulous & detailed

· Language: English and Mandarin (To liaise with Chinese speaking counterparts)

· Prior working experience in Production line would have a priority

5.5 days work week (OT applicable)

Working location: Ubi area

Job Summary:

Looking for a driven individual who likes to pursue a career with a leading financial services group in Asia with a presence in 18 markets. Being one of Asia's Safest Banks and voted "World's Best Bank" in 2021. Focusing only build lasting relationships with their customers but also positively impacting the communities.

In this position, you’ll be tasked to assist various stakeholders in the business unit and supporting business activities. Additionally, you will play a vital role in delivering all tasks in an efficient and timely manner while ensuring compliance with company policies, procedures and country legislations.

Responsibilities:

• To support businesses in processing, performing loan documentation review and booking transactions accurately into bank systems.
• To collaborate closely with team to uphold and improve on service standards based on established cut-off times.
• To initiate and follow up on production tickets to resolve systemic issues as well as businesses on outstanding cases pending confirmation/ clarification.
• To participate and lead mini operational excellence or continuous improvement projects, to improve the agility and control of processes and scalability of existing resources.

Requirements:

• Qualification 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.

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 target 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 bee assigned to you
• Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes, and regulatory requirements (ie 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 considred for a more senior position
• Good knowledge of wealth management and 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

Highlighs:

• Permanent job opportunity
• 5 days work week, normal office working hour
• Great remuneration & benefits

Job Responsibilities:

• Ensure accurate and timely accounting of company activities (e.g., Month-end close and GL) and liaising with the necessary counterparties for compliance of the accounts.
• Assist to maintain SOPs for the team.
• Provide support in resolving Finance issues and give guidance to team members where required.
• Preparation of reports as and when required.
• Tax planning for the group.
• Support budgeting, forecasting, consolidation, ad-hoc reporting and other tasks as assigned.
• Assist Group Finance Manager in reviewing other related parties audited financial reports, tax compliance and other ad-hoc tasks as required.
• Recommend process improvements and system enhancement as needed, while staying abreast of industry trends, regulatory changes, and best practices in finance and accounting.

Job Requirement:

• Bachelor’s degree in accounting or the equivalent (e.g., ACCA).
• CA qualification is a plus.
• Minimum 5 years working experience (hands-on) in statutory reporting.
• At least 2-3 years prior audit experience.
• Sound working knowledge of accounting and tax issues.
• Ability to analyse financial figures and troubleshoot issues independently.
• Proficient in Microsoft Office
• Experience in QuickBooks is a plus, but not essential.

HOW TO APPLY:

Interested applicants, kindly send your resume in MS WORD format to ref24#trustrecruit.com.sg 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: Teah Yan Lin (Rolland)

EA Personnel Reg No: R23115528

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

• Around 7 to 10 years of total work experience, including min 3 of valuation experience gained with Big 4 audit/valuation firms.
• Also open to considering Big 4 auditors with experience auditing the valuation work with asset management/ PE clients.
• Has hands-on experience reviewing financial models and reviewing model valuation reports.

Our client is a global PE firm backed by a blue chip and international investment firm. The co’s global HQ is in Singapore with another office in Shanghai.

It is now hiring an AD finance role to do a hybrid role covering 1) valuation of investments (approx. 50%) ; 2) fund accounting/operations (approx. 50%) in the finance team. This role will report to the Head of Finance and work in a lean team.

Responsibilities

Valuation review

• Liaise with the external valuers. Read the valuation report and review the assessments of the external valuers’ modelling and challenge the assessments if required.
• Work on the internal valuation processes

Funds Operation/ accounting

• Liaise with the external fund administrators on the required reports.
• Prepare financial reportings and fund reports.
• Work on other middle office work and finance projects as assigned by the Head of Finance

Experience and Qualifications

• Bachelor's Degree in Accounting/Finance with professional accounting qualification
• Around 7 to 10 years of total work experience, including min 3 of valuation experience gained with Big 4 audit/valuation firms.
• Also open to considering Big 4 auditors with experience auditing the valuation work with asset management/ PE clients.
• Has hands-on experience reviewing financial models and reviewing model valuation reports.
• Added fund operations experience is a plus (but not a must)
• High level of integrity with a diligent work ethic
• Strong stakeholder management skills with the ability to interact well with colleagues in the investment team.
• Good communication and presentation skills. Able to present well to senior management on quarterly reports
• Good team player who is also flexible. Stable in his/her career outlook.
• Well organised with a proven record of meeting deadlines, strong attention to detail
• Advanced knowledge of MS Applications (Excel, Word, Powerpoint etc)

Selling pts:

• The co is backed by a renowned and global investment firm with a focus on China investments.
• The co offers attractive var bonus in general with good benefits
• There are opportunities to drive and improve current work processes/reports
• The co offers a current WFH arrangement for 2 days in a week

To apply, pl send your cv in word doc to [email protected]. Pl also include details on your current salary, expected salary and notice period in your cv.

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

Posted by:

CAP Consulting (EA license: 14C7175)

Caroline Poh (EA Registration: R1105649)

Date ad is posted - 3 April 2024

Wipro Limited is a leading global information technology, consulting and business process services company. We harness the power of cognitive computing, hyper-automation, robotics, cloud, analytics and emerging technologies to help our clients adapt to the digital world and make them successful.

A company recognized globally for its comprehensive portfolio of services, strong commitment to sustainability and good corporate citizenship, we have over 220,000 dedicated employees serving clients across six continents. Together, we discover ideas and connect the dots to build a better and a bold new future.

Corporate Banking- Functional Consultant

Responsibilities

• A functional consultant is expected to generate knowledge about the current business process, design current business flows, study current business processes and its complication - in all we can say that this is getting through with the current business setup. Flow diagrams and DFDs are prepared, all this forms the part of the AS IS document."
• To consult and evaluate the impact of the new software system on the current business structure.
• To makes recommendations for software that will improve the current business process.
• To plan the implementation of the project from the scratch and to determine the configurations required for the implementation of the software.
• Create Functional / Business design documents for new changes.
• To validate country / bank specific needs in the solutions developed.
• To get these configurations approved by the leadership team.
• To do the mapping analysis of every module of the software and prepare the final goals of the project.
• To test the software module as they come online and train the employees regarding the usage of the software, after going live, assess that the software is behaving as expected.

Requirement

• Should be able to analyze and solve the problem.
• Must write functional specifications.
• Must prepare test data and test as per requirement.
• Must create process documents and update them.
• Having professional experience in Banking and Financial Services segment.
• Should possess good domain expertise in Corporate Banking / Whole sale banking and more on Corporate Internet Banking and Trade Finance / Remittances / Payments.
• Sound Knowledge in wholesale banking implementation
• Good Communication skills and participate in the discussions and presentations with the customers and lead the interactions on banking aspects

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, caste, creed, religion, gender, marital status, age, ethnic and national origin, gender identity, gender expression, sexual orientation, political orientation, disability status, protected veteran status, or any other characteristic protected by law.

Key Responsibilities

· Responsible for performing card personalization at machines

· Meeting Service Levels of customers (ensuring timeliness and accuracy at work).

· Planning and coordinating with the entire Production

· Performing stock taking of collaterals

· Other ad-hoc duties

Requirements

· Min. Education

Level: ITE

· Field of Study: Not applicable

· Skills: Production

· Language: English and Mandarin (to liaise with Chinese speaking counterparts)

· Prior working experience in Production line would have a priority

· Comfortable in shift work and able to work on weekends.

· Physically fit.

· Candidate must be comfortable working with machines

· Should have basic computer literacy

Working location: East (Ubi)

5.5 days (May need to work overnight shift, about 1 week in a month, but not frequent)

• Oversee daily accounting duties including monthly, quarterly & annual reporting.
• Ensure compliance with Group’s policies and relevant laws/ regulations in respect of financial matters and contribute positively to the company’s profitability and return on investment by exercising effective cost control measures and asset management.
• Plan, organize, direct, control, and evaluate financial and management accounting functions

Requirement:

- Degree in Accountancy with min 8 years of experience in accounting and finance;

- Knowledge & exposure in audit, taxation, and commercial law.

- Strong communication and interpersonal skills, and excel skills.

- Exposure to automobile industry a plus.

- A must: strong in writing finance ops SOP processes and handling audit compliance internal controls.

This role is only open to Singaporean Citizen & only shortlisted candidate will be notified.

Working hours: 5 days’ work week

Jessie Hoe Huey Miin

CEI R1103861

EA: 99C4599

Finance Manager

Manage 3 direct and 6 indirect.

Work Location: NORTH

Client Overview:

Our client boasts a rich history in the F&B sector, leveraging over a decade of expertise to foster growth across various brands. It's recognized for its innovative approach, incorporating technology to enhance dining experiences while ensuring affordability. Committed to ethical practices and professional excellence, it aims to expand its presence both locally and globally.

Key Responsibilities:

• Develop and oversee financial strategies, ensuring alignment with corporate goals.
• Manage comprehensive financial operations, including but not limited to full finance functions, tax, GST compliance, and reporting as per IRAS regulations.
• Optimize the use and functionality of ERP within financial operations.
• Lead the financial planning process, including budgeting, forecasting, and variance analysis.
• Implement robust financial controls and governance frameworks to ensure compliance with local laws and standards.
• Spearhead the month-end closing process, ensuring accurate and timely financial reporting.
• Drive the financial performance of the organization by providing insights and analysis for decision-making.
• Manage and develop a high-performing finance team, fostering a culture of continuous improvement and professional growth.

Requirements:

• A bachelor's degree in finance, accounting, or related fields; advanced certifications (CPA or equivalent) are highly regarded.
• A minimum of 5 years' experience in a finance management role within the F&B industry.
• Expertise in utilizing ERP for financial management.
• Comprehensive knowledge of Singapore's financial regulations, including GST, tax laws, and IRAS requirements.
• Exceptional leadership skills with experience in managing both direct and indirect reports.
• Strong analytical, strategic thinking, and problem-solving abilities.
• Excellent communication, negotiation, and report writing skills.
• Proficiency in financial software and Microsoft Office Suite.

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

Job Responsibilities:

· Assisting with daily operations

· Providing of BA support for global payments related project

· Supporting Ops SME in determining key business requirements for identification of payment flows

· Looking for solutions for problems identified

· Market research and presenting it to stakeholders

· Reviewing of test plans and cases

· Ensure successful implementation

· Carrying out UAT testing

· Understanding of company’s report requirements and identifying commonality

· Highlighting of key risks and challenges

· Adhoc tasks and projects as assigned

Job Requirements

· Minimum Degree in a related discipline

· Minimum 5 years of relevant experience

· Able to start immediately or within short notice

Interested candidates, kindly email your detailed resumes in MS word format to [email protected]

Attention to Joseph Koh Wei Jie (R1873431)

Shortlisted candidates will be notified

www.ambition.com.sg

EA Registration Number: R1873431

Data provided is for recruitment purposes only

Business Registration Number: 200611680D. License Number: 10C5117

Job Summary:

Looking for a driven individual who likes to pursue a career with a leading financial services group in Asia with a presence in 18 markets. Being one of Asia's Safest Banks and voted "World's Best Bank" in 2021. Focusing only build lasting relationships with their customers but also positively impacting the communities.

In this position, you’ll be tasked to assist various stakeholders in the business unit and supporting business activities. Additionally, you will play a vital role in delivering all tasks in an efficient and timely manner while ensuring compliance with company policies, procedures and country legislations.

*Award-Winning Customer Service

*Promising Career Progression

*Training provided and continuous support from superior

*5 days work week, Rotating shift, 1 weekday & 1 weekend off

Job Description:

•Deliver personalized service over the telephone to customers in a call centre on banking products, accounts, and services enquiries in an effective and efficient manner

•Ability to understand customers’ needs and provide appropriate solutions and attention

•Consistently deliver excellent quality service to our customers to achieve total customer satisfaction

•Solicit customers’ feedback and identify problem trends for improvement actions

Requirements:

•Min. O level holder and above

•Good written/verbal communication skills

•Call centre experience

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.

• Salary: up to $8K
• Industry: Private Banking

RESPONSIBILITIES:

• Collaborate with support partners to address administrative and operational issues for Team Leads/Relationship Managers (TL/RMs), while also attending to clients' inquiries and needs to ensure satisfactory service delivery.
• Cultivate strong relationships with clients, ensuring prompt and effective fulfillment of their requirements.
• Support TL/RMs in executing investment transactions and monitoring clients' positions.
• Manage tasks related to new account opening, account maintenance, and credit applications, ensuring adherence to internal documentation requirements.
• Conduct periodic reviews such as credit assessments, Know Your Customer (KYC) processes, and Client Risk Questionnaires.
• Identify and report any suspicious activities or irregularities in client accounts or staff behavior to Team Leads, Management, or Compliance.
• Attend all mandatory compliance and training sessions, maintaining a thorough understanding of the Bank's KYC/AML/CDD framework.
• Accurately input deals into systems or raise appropriate deal tickets, completing tasks efficiently, accurately, and with minimal errors.

REQUIREMENTS:

• Must possess CACS 1 and CACS 2 certifications.
• Previous experience in private banking client servicing roles.
• Familiarity with KYC/AML/CDD processes.
• Knowledge of investment products is preferred.

EA License Number: 23C1935 | EA Personnel Number: R1551292

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:

A. People Engagement & Communications:

1. Support skip-level meetings over 3 locations. Responsibilities include booking venues, communications, pre-session set up at various locations, liaising with vendors, online surveys, and follow-ups.

2. Support biannual townhalls (physical and virtual). This includes booking of venues, event planning and coordination.

3. Support publishing of quarterly staff newsletter focused on customer obsession, control, people, success stories, and sustainability.

4. Support bimonthly IDEATE review to nominate and award the best pitch from our staff. Responsibilities include communication, consolidation of ideas, organizing the review and post review administration.

5. Support annual Employee Engagement Survey (My Voice). This includes data analysis to generate insights identify areas of focus for follow-up action.

6. Support curated employee engagement activities e.g., wellness, volunteering (PoP), staff appreciation, support SG IBGO COO People Champ with team engagement, sustainability, diversity & inclusion (SDI).

7. Design and publish content (e.g., eDMs, newsletters, infographics, videos) that is relevant, personalized and targeted for employees.

8. Maintain and organize key event materials e.g., slide decks, survey responses, verbatims, newsletters, videos on Intranet.

9. Support quarterly SG IBGO People Strategy Review on staff engagement, Future Ready Workforce (FRW) & HR matters. This includes data extraction/cleansing/transformation, checks/reconciliation, and preparation of tables/charts/commentaries in slide decks.

B. Ad Hoc BAU Support (As Required):

1. Support SG IBGO weekly Volume and MTK reporting. This includes data extraction/cleansing/transformation and preparing Excel for email distribution.

2. Support SG IBGO weekly hiring status reporting. This includes update of hiring status, data reconciliation and preparation of Excel working files.

3. Support SG IBGO weekly 3-month headcount projection reporting. This includes update of hiring status, headcount projection, data reconciliation and preparation of Excel working files.

4. Support monthly SG IBGO MTK, SCM, Financial and Headcount Review, Country Cadence Review & Monthly Forecast. This includes pre & post review admin (booking venues, set up logistics & minutes), data extraction/cleansing/transformation, checks/reconciliations, and preparation of tables/charts/commentaries in slide decks.

5. Support annual budget planning for Y2025. This includes refresh of budget data, data analysis and preparation of materials in budget slide decks.

Requirements:

• Degree holder, preferably in Business Management, Human Resources, Marketing & Communications
• At least 1-2 years of relevant work experience in business planning, employee experiences, engagement and communications
• Proficient in Microsoft Excel and able to perform data analysis using pivot tables, advanced formulas (e.g. VLOOKUP, SUMIF)
• Proficient in Microsoft PowerPoint and able to create presentation slides from Excel tables/charts.
• Proficient in content creation e.g. eDMs, newsletters, videos
• Previous working experience in banking industry and /or same capacity is a plus.

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.

• Review and check all Letter of Credits, day-to-day trade operations transactions
• covering both import and export LC transactions
• Hands-on involvement on the preparation, review and ensure compliance of trade
• finance activities and completeness of documents, such as sales and purchase
• contracts, prior to presentation to banks
• Responsible for bank account opening, documentation and maintainence
• Establish and maintain relationships with the banks and counterparties
• Negotiate and counter LC terms with buyers/sellers
• Oversee shipment schedules, keep proper documentation of trade finance and
• related records, and ensure all transaction documents are in order.
• Oversee all inward/outward remittance transactions, loan settlements and
• treasury product settlements
• Forecast cash flow positions (including cash pooling management, long term &
• short term), related borrowing needs, and funds available for business
• transactions
• Responsible for bank lines reconciliation
• Promptly highlight to Management on handling the exceptions of Trade Finance transactions or any other related duties.
• Monitor invoices, discounting & LOI redemption, other documents required in
• accordance with the export LC terms & conditions
• Perform other duties as assigned from time to time

HOW TO APPLY:

Interested applicants, kindly send your resume in MS WORD format to ref24#trustrecruit.com.sg 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: Teah Yan Lin (Rolland)

EA Personnel Reg No: R23115528

Our Client is one of the world leader in banking space, they are currently hiring multiple customer service executive in a call centre environment to provide level 1 support to consumers.

*Training is provided*

Location: West OR East

Salary up to $4000 with Allowances

Job Description:

• Deliver personalized service over the telephone to customers on banking products, accounts, and services enquiries in an effective and efficient manner.
• Ability to understand customers’ needs and provide appropriate solutions and attention.
• Identify cross-sell opportunities during customer interaction.
• Consistently deliver quality service to our customers to achieve total customer satisfaction.
• Solicit customers feedback and identify problem trends for improvement actions.

Requirements:

• Call Centre experience is an advantage
• Great interpersonal & positive attitude
• Proficient in MS Office

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E EA License No. 01C4394 • EA Registration No. R21103542 (Ling Kai Jin)

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:

• Manages accounting functions, reviewing of reports, statistics detailing financial results.
• Establishes and maintains accounting practices to ensure accurate and reliable data necessary for business operations.
• Maintains a documented system of accounting policies and procedures.
• Review month end closing of accounts.
• Manages the preparation of the company's budget.
• Review monthly financial statements consolidation for the group.
• Forecasts cash flow positions, related borrowing needs, and available funds for investment.
• Review monthly consolidated accounts, quarterly and year end results announcement to SGX-ST and ensures compliance with Singapore FRS and other statutory requirements.
• Review the Annual Report
• Oversee both local and overseas subsidiaries and joint venture companies.
• Supervises professional and clerical accounting employees in daily operation.
• Any other ad-hoc duties being assigned by your Superior.

Requirements:

• Degree in Accounting and/or professional accounting qualification
• At least of 8 years of working experience
• Experience in shipyard/construction industry preferred
• Handled AP/AR, knowledge in GST and MES will be at an advantage

R1552011

Peak Ocean EA License No. 18C9336

• Assist and report to Director of Finance in all areas relating to finance operation, project, financial reporting, management analysis, consolidation and all treasury related matters.
• Work with team members and stake holders to compile data /information for variance / trend analysis, conduct market research, and consolidate analysis to support decision making.
• Prepare/review materials, input, analysis, reports and presentations for senior management meetings, board meetings, parents’ townhall and other purposes.
• Assist in designing, communicating and implementing new finance / procurement templates and forms to promote the digitalization of internal process wherever required.
• Ensure smooth AP functions by overseeing the AP team to collate, verify and process payments and staff reimbursement within the internal timeframes.
• Streamline AR functions by participating in AR projects
• Supervise/ carry out the month end and year end closing process, review / prepare journal entries, bank reconciliation and monthly schedules.
• Prepare and update cash flow forecast, monitor cash positions and manage all bank and investment related matters
• FD placement/renewal, purchase / disposal of ST investments, repayments/drawdown/ rollover of bank loans, etc.
• Ensure compliance of budget control by preparing/reviewing/monitoring budget vs actual reports
• To be actively involved in the change process
• To be part of the project leadership in the assigned IT related projects for Finance/Procurement team

Requirements

• Bachelor/ Master’s Degree in Accounting, Finance or other equivalents, or professional degrees (e.g. ACCA)
• Hands-on experience in all areas of finance operation, GL, AR, AP, FA and treasury function for at least 5 years
• Good knowledge and hands-on experience of financial planning and analysis, budgeting, forecast, strategic planning and board reporting
• Full hands-on experience in handling both external and internal audit
• Being IT tech savvy in learning new systems and designing new templates using IT tools
• Good knowledge of Financial Reporting Standards of Singapore and Charity Accounting Standard
• Excellent knowledge and experience in designing internal controls, policies, and standard operating procedures is highly desired
• Prior Big 4 CPA firm experience and familiar with Charity Acts and other charity regulations in Singapore would be an added advantage
• Experience in leading a small team with 3-4 members

5 days' work week and near to Hillview MRT Station.

HR Affiliates; EA No: 10C3060; ROC No: 53164100K

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:

- Manage & process transactions/queries/dispute relating to erroneous funds transfer (recall/return of funds)

- Ensure request are attended to on timely manner and closed within the defined turnaround time

- Respond to internal & external queries timely and efficiently

- Adhere to regulatory guidelines and internal SOP

- Administrative work such as archival, retrieval of document, filing, updating of tracker etc

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.

Roles and Responsibilities

• Be the first touch point for the bank’s new clients (South Asia Market)
• Source and generate new leads through marketing calls, networking events and partnerships with external stakeholders
• Provide good customer service to clients by understanding their needs and directing them to the respective relevant department
• Engage in ongoing conversations with new clients to understand their needs and requirements to assess how the bank is able to help these clients to grow their wealth to achieve their financial goals
• Share about the bank’s products and offerings and evoke their interest in the banking products
• Provide accurate information regarding the benefits and privileges that the client will enjoy as a customer of the bank
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

Skills and experience required

• Minimum degree required
• Minimum 3 years of business development / sales experience
• Strong understanding of south asia culture & regulations

If you’re interested in the above role, click on the ’apply’ function now! Alternatively, you can contact Claudia at 68183141 or [email protected] for a confidential discussion.

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:11C5502/R2199597)

Job Description

• Contact existing client portfolio to carry out client portfolio review
• Advise clients on products that can complement their existing portfolio
• Communicate with clients over the phone & through email
• Assist clients with queries & concerns regarding insurance products
• Work with internal stakeholder to ensure policies are processed smoothly
• Comply with the the bank’s regulatory & compliance standards

Skills and Requirements

• Minimum Diploma Required
• Minimum 1 year of sales / telesales experience
• Strong 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

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

If you’re interested in the above role, click on the ’apply’ function now! Alternatively, you can contact Claudia at 68183141 or [email protected] for a confidential discussion.

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

Business Function

DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.

Responsibilities

• Grow the business through proactive acquisition and retention of HNW/ UHNW clients within the Philippines market.
• Implement geographical focused strategy in line with the overall business strategy.
• Build and develop a deep understanding of clients’ investment needs.
• Provide sound financial advice to clients working in partnership with the Investment Counsellors and Product Specialists.
• Be a strong advisor to the clients in their wealth journeys and work to continually strengthen the client relationships.
• Ensure compliance to the bank's and regulatory requirements.

Requirements

• Bachelor's degree with at least 10 years of relevant experience.
• Sound knowledge of private banking products and solutions as well as deep expertise of the Philippines Market.
• Good understanding of compliance and regulatory requirements.
• Excellent interpersonal and communication skills with strong client centricity.
• Team player with the ability to collaborate widely with various internal stakeholders to drive client acquisition and retention.

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.

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.

The Assistant Executive/Executive will manage and provide support for Finance-related matters, including operations and administrative support to deliver the required services to the healthcare team and clients of Senior Care and Active Aging centres.

You will be located at Bukit Batok Care Home.

FINANCE FUNCTIONS

· Manage and oversee the daily operations of the accounts receivable function, including prompt issuance of billing, keying of receipts and deposit refund for discharged clients.

· Track and monitor receipts from clients or sponsors to ensure timely follow up and proper documentation on outstanding receivables through issuance of statement of accounts, follow-up calls and other necessary actions as guided by supervisors to recover debts.

· Prepare Monthly Billing Approval report for submission to Centre Manager and Assistant Finance Manager for approval.

· Responsible for timely and accurate month-end closing.

· Responsible for timely and accurate submission of subvention claims to MOH and other applicable grants with other agencies.

· Ensure compliance with company’s policies and procedures in carry out the duties and responsibilities

· Provide support for audit request.

· Perform other ad hoc assignments as and when assigned.

CENTRE ADMINISTRATIVE FUNCTIONS

· To support Senior Care and Active Aging Centre operations in ensuring smooth running of the centre, such as

· To monitor Centre Budget and collate & submit claims to HQ in a timely manner

· To verify accounting details for purchases required in the centre

· Be integrated as part of the SCC team and work towards being part of a cohesive and engaging team

· Any other ad-hoc Centre-related duties as assigned by supervisors

Educational Requirements:

Diploma/Degree in Accounting or equivalent

· At least 2 to 3 years’ experience in Finance role, preferably within a senior care centre/ nursing home/ healthcare facility

· Meticulous with an eye for detail, good analytical skills

· Able to work under pressure/tight timelines

· Good written and spoken communication skill