Job Description

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

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

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

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

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

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

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

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

8. Conduct quarterly AML training and new staff training.

Job Requirements

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

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

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

[Job ID: 401769]

Key Responsibilities:

• Build and manage strong, long-term relationships with high-net-worth individuals (HNWIs), understanding their financial goals, aspirations, and personal circumstances.
• Provide personalized financial advice, including investment management, wealth structuring, tax optimization, retirement planning, and estate planning.
• Develop and implement tailored financial strategies that align with clients' objectives, ensuring a holistic approach to wealth management.
• Proactively identify opportunities for cross-selling and upselling banking products and services, including lending solutions, insurance, and investment opportunities.
• Conduct regular reviews of clients' portfolios, providing updates, performance analysis, and recommendations for adjustments based on market conditions and clients' changing needs.
• Ensure a seamless and superior client experience by offering exceptional service and resolving any issues or concerns promptly.
• Work closely with internal teams, such as investment advisors, legal experts, and product specialists, to deliver comprehensive wealth management solutions.
• Stay informed on market trends, economic developments, and regulatory changes to provide timely and relevant advice to clients.
• Cultivate a strong network of referrals and leverage industry contacts to bring in new HNW clients and expand the portfolio.
• Achieve and exceed sales targets and key performance indicators (KPIs), contributing to the bank's growth and profitability.
• Ensure compliance with all relevant regulatory requirements, internal policies, and industry standards when offering financial advice or services.

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.

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EA Personnel Name: Sandy Ng Mei Qi

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

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

Job Responsibilities

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

Job Requirements

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

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

About the Role:

We are hiring on behalf of our esteemed banking client for an Assistant Relationship Manager position in Corporate Banking. This role offers an exciting opportunity to contribute to the success of a dynamic team by managing key client portfolios and supporting relationship management operations.

Responsibilities:

• Manage administrative tasks and respond to client inquiries.

• Maintain and monitor client portfolios.

• Assist the department head with internal reporting and data consolidation.

• Support Relationship Managers in credit and marketing activities, including:

• Account opening and KYC reviews.

• Preparing financial spreadsheets and inputting limits/transactions into systems.

• Monitoring credit conditions, loan drawdown/rollovers, and post-loan operations.

• Ensuring day-to-day operational efficiency.

Requirements:

• Bachelor’s degree in Business, Accounting, Banking and Finance, Economics, or a related discipline.

• Minimum of 2 years of experience in KYC/onboarding for corporate clients.

• Strong verbal communication and interpersonal skills for effective stakeholder management.

About Us:

GreenLane is a Singapore-based recruiting firm specializing in banking, trading, tech, and other industries. We take pride in connecting exceptional talent with leading organizations.

EA Licence No.: 20C0261 | Registration No.: R23118854

By submitting your application, you consent to GreenLane collecting, using, and disclosing your personal data for recruitment purposes in line with our Privacy Policy.

Principal Responsibilities:

• Develop and manage a Premier customer base, building long-term relationships with an assigned portfolio of clients.
• Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
• Demonstrate a genuine interest in customers, helping them achieve their financial goals.
• Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
• Promote Premier services to potential clients, explore their needs, and refer them to relevant business units when necessary.

Requirements:

• University-level education, preferably in finance, business, or a related field.
• >4 years of experience in a client-facing environment within banking with strong relationship-building skills.
• Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
• A strong understanding of financial markets and a genuine interest in staying informed.
• A mature, independent mindset with the ability to perform effectively under pressure.
• Relevant CMFAS cartificates

To apply online please use the apply function
(EA: 94C3609/ R21103354)

Responsibilities

• Oversee the preparation of financial statements, audit documentation, ESG sustainability reports, and variance analysis to meet reporting deadlines.
• Lead forecasting, budget planning, and cost management while providing actionable financial insights.
• Ensure compliance with accounting standards, corporate governance, and regulatory requirements, including GST, MAS reporting, and SGX announcements.
• Manage liquidity, oversee cash flow, authorize payments, and review reconciliations for accuracy.
• Coordinate with external auditors, tax agents, and bankers for year-end audits and tax filings.
• Develop and implement financial policies, procedures, and internal controls to enhance operational efficiency.
• Identify and drive process improvements in reporting, budgeting, and financial systems.
• Support ad-hoc assignments, including system implementation projects.

Requirements:

• Degree in Finance, Accountancy, or equivalent, with CA, CPA, or ACCA certification.
• At least 5 years of relevant experience working in a Bank or Financial Institution.
• Strong knowledge of SFRS and Singapore tax regulations.
• Advanced proficiency in Microsoft Office, excellent analytical skills, and leadership abilities.

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

Email resume to [email protected]

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

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

Posting Personnel: Ng Jwee Ken

Ref: L6Y9V6XR

Mon - Thurs 8:30 a.m. - 6 p.m.

Fri 8:30 a.m. - 5:30 p.m.

Alternate Sat 8:30 a.m. - 12:30 p.m.

Responsibilities:

• Coordinate with Claims Advisors on information and documents to support claims negotiation and settlement

• Coordinate with Customer Service Coordinators to ensure accurate and timely submission of Letter of Demand (LODs)

• Negotiate with insurers on claims offers on behalf of customers (un-insured losses claims, loss of use/rental, etc.)

• Gather, analyse and present evidence/information on complex claims cases to support in getting customers a fair deal on liability judgements and claims offers

• Provide accurate and timely advices on claims offers and updates on status to Claims Advisors and customers

• Ensure timely closure of claims and escalate cases to direct manager on overdue / low insurers’ offers

• Submit Refund forms for claims due to customers and/or companies upon receiving insurers’ payment confirmation

• Provide timely updates and details of insurers’ claims payments to customers and/or companies. Ensure related reports are updated whenever there is a change in case status

• Ensure all claims document/information are organised and updated to ensure easy visibility/tracking and retrievable:

• Sort and place physical files/documents based on category and status of each claim at designated area

• Update related reports/records for on-time tracking of status.

• Submit closed cases to CSCs for secured storage. Assist in such filing where required

• Carry out claims processes diligently to achieve company’s KPIs (Claims Settlement, Accounts Receivables, etc.)

• Actively initiate/participate to improve such processes when required

• Support in updating or provision of such report(s) on bi-monthly basis or other period specified by management

Requirements:

• At least 2 years of working experience handling Motor Insurance

• Minimum GCE "O" level.

• Independent individual who is able to multi-task in a fast-paced environment

• Meticulous, committed and a strong team player.

Responsibilities

1. Work closely with UAT Team Lead to ensure requirements and scope are clearly understood.
2. Conduct UAT testing for business deliverables including new markets or products, application decommissions, operational improvements, and industry-driven regulatory changes.
3. Assist Test Lead to track UAT issues, and publish daily EOD test status.
4. Perform end to end testing with full understanding of the Business Requirements and Functional Specs.
5. Communicate to UAT Team Lead on open issues and defects, run book execution progress, and risks.
6. Ensure UAT artifacts and sign-offs are saved as the UAT audit trail.
7. Learn and master TOSCA tool which is a software testing tool used to design test cases and automate end to end testing

Requirements

· Knowledge in at least on one of the following would be advantageous:
- Electronic Banking (e.g. internet banking)
- Channels Banking (e.g. File transfer service, SWIFTnet)
- Payments (e.g. Domestic Wire, Cross Border Wire, G3 Bulk Payment, G3 FAST)
- Liquidity (e.g. Sweeping and Pooling)
- Statements (e.g. MT940, Camt)
- APIs
· Experience in writing testing SOP or setup/manual guide.
· Experience in System Testing

Position: Operations Analyst (Banking)
Contract: 12 months
Location: Jurong East
Salary: $3,200 - $3,700

Essential Job Functions:

1. Provide end-to-end OTC transaction life-cycle reporting support for T&M derivatives products to fulfill regulatory reporting obligations.
2. Ensure data accuracy and timely reporting.
3. Ensure risk control, risk architecture, and completeness are adhered to.
4. Be data-driven, build, and measure TMO performance service, quality, and data analysis via DDOM (Data Driven Operating Model) Dashboards.
5. Review legacy processes and exception handling to eliminate inefficiencies and promote changes in behavior across FO & L&C.

Trade Repository (TR) Reporting:

1. Validate daily TR reports for House and/or Client Delegation.
2. Investigate discrepancies and perform root cause analysis.
3. Monitor report acknowledgment and investigate any rejected trades.
4. Review successfully submitted reports and ensure EOD completeness.
5. Engage in the development of TR Reporting (new, revised, and updated).
6. Stay up-to-date with regulatory updates.
7. Support NPA (New Product Agreement) & Lite (inclusive of PIR), review all NPAs related to TR, identify any deviations for execution, and monitor until launch and sign-offs.
8. Support delegate reporting for CFTC end-to-end, from issuing of SLA to tagging of systems and ensuring reporting obligations are met.

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

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394• Reg. Reg No: R23117785 (Lok Ding Hann)

Responsibilities

• Evaluate loan applicants by conducting in-depth credit assessments and analysing financial stability, repayment capacity, and overall creditworthiness.
• Maintain a proactive approach to addressing credit risks and delinquencies by implementing suitable remedial actions when necessary.
• Build strong relationships with SME clients, ensuring their inquiries, concerns, and requests are addressed effectively.
• Collaborate closely with internal teams, including credit analysts and legal staff, to ensure accurate and timely loan documentation and processing.
• Develop tailored financial solutions by gaining a thorough understanding of clients' industries, market trends, and unique business needs.
• Identify and source new lending opportunities within the SME segment through lead generation and prospecting activities.
• Oversee a portfolio of SME loans, monitoring repayment behavior, compliance with agreements, and overall loan performance.
• Guide clients through the loan application process, assisting with documentation preparation and ensuring a smooth approval and disbursement experience.

Requirements:

• At least 1 year of experience in business development for SME Loans in a financial institution or broker.
• Proven success in managing SME loan portfolios, achieving lending targets, and mitigating credit risks effectively.
• Excellent communication and interpersonal skills
• Ability to establish rapport with clients and stakeholders and negotiate effectively.

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

Email resume to [email protected]

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

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

Posting Personnel: Ng Jwee Ken

Ref: L739Y773

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

• Assist with claims payments on daily basis
• Prepare daily claim payment reports to process claim payouts
• Handle daily premium refunds
• To retrieve refund requests submitted by customer care team
• Assist to process clawback vouchers and related journals
• Handle claims recoveries
• Bank reconciliations
• Support year -end financial audit schedules
• Other ad hoc related duties and projects

Requirements

• Min. Diploma / Degree in Accountancy or related
• Preferably with at least 1 year of relevant experienced in similar industry
• Proficient in MS Office

Interested applicants please email your resume to [email protected]

Jas Lee Geok Kuan (R1111031)

Recruit Express Pte Ltd

EA Licence No: 99C4599

We regret that only shortlisted candidates will be contacted.

Responsibilities:

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

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

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

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

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

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

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

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

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

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

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

DUTIES AND RESPONSIBILITIES:

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

QUALIFICATIONS:

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

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

Our client a well-known Insurance business is seeking an accounting specialist for 6 months.

Responsibilities:

• Ensure accurate and timely financial closing, including reconciliation of investment-related entries.
• Prepare audit schedules, investment reconciliations, and regulatory reports (e.g., MAS Notices).
• Conduct reasonableness checks on investment expenses.
• Update processes and controls to improve efficiency and accuracy.
• Support external and internal audit processes.
• Attend service review meetings and assess impairment of investment assets.
• Handle ad hoc projects as assigned.

Requirements:

• Bachelor’s degree in Accounting
• At least 3 years of experience in investment accounting.
• Strong problem-solving, communication, and analytical skills.

Company Reg No.: 201131609D | License No.: 24S2411 | Reg No: R24124284

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

Raffles Place

Mon- Fri 9am-6pm

Up to 3,500 + 1 month bonus

Key Responsibilities

· Proficient in managing daily requests for unit trust transfers, from initiation of request to completion.

· Timely and accurate processing of unit trust requests

· Effective management and resolution of failed transfers.

· Provide seamless, efficient, effective, and value-added services to front office.

· Ensure adherence to established procedures, control guidelines, market regulations and compliance framework during processing.

· Action on mailbox enquiries

· Ad hoc tasks as assigned by Line Manager.

· Serve as Processor or Checker for various tasks

· Account maintenance such as onboarding and updating assignment of Firms and Financial Advisors

· Ensure compliance with all applicable laws and regulations relating to the above functional activities

How to Apply: send your resume to: [email protected] or telegram @jocelynchan ASAP!

Jocelyn Chan| Consultant | Recruit Express Pte Ltd (Healthcare & Lifescience) Company EA Licence number : 99C4599 Personnel EA License: R1331820

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

Jobs Responsibilities

• Assess and process applications for absolute and collateral assignment, beneficiary nomination and vesting within service, compliance and regulatory standards
• Handle investigation of complex cases from policyholders and financial representatives on assignments and nomination of beneficiary
• Provide strong support in handling enquiries from touchpoints, including policyholders and financial representatives on section cases and processes
• Perform User Acceptance Testing (UAT) for system enhancements and defects
• Review and provide continuous improvement to the section’s processes

Job Requirements

• Min. GCE A Levels/Diploma
• Training on the job provided

Application Procedures

Interested candidates, please email your resume to:

Attention: Lynn Mak Ling Ling (CEI No. R1986990)

[email protected]

Recruit Express Pte Ltd (EA No. 99C4599)

We regret that only shortlisted candidates will be notified.

Responsibilities

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

Requirements

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

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

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

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

DUTIES AND RESPONSIBILITIES

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

QUALIFICATIONS

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

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

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

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

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

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

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

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

Responsibilities:

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

Qualifications:

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

Education:

• Bachelor’s/University degree or equivalent experience

[Job ID: 401769]

Responsibilities:

• Develop and maintain long-term relationships with priority banking clients by providing tailored financial solutions that meet their individual needs.
• Manage a portfolio of priority banking clients, ensuring a high level of customer satisfaction and retention.
• Build trust and credibility with clients through regular meetings, understanding their financial needs, and offering suitable products and services.
• Conduct professional, consultative financial analysis and profiling to understand clients' financial goals and objectives.
• Provide expert advice on a wide range of financial products, including investments, insurance, loans, and other wealth management solutions.
• Stay informed about market trends, economic conditions, and new financial products to offer clients the best options.
• Achieve sales targets for new business acquisition, cross-selling, and up-selling of financial products to clients.
  Identify and source new clients through referrals, networking, and marketing activities.
• Actively pursue opportunities to expand the client base and increase wallet share.
• Foster strong, ongoing relationships with clients to ensure their continued business and satisfaction.
• Proactively address client concerns and resolve issues to maintain client loyalty.
• Implement strategies to reduce client attrition and retain key accounts.
• Continuously monitor the performance of clients' portfolios and make recommendations to optimize financial outcomes.
• Review clients’ financial goals regularly to ensure alignment with their evolving needs and market conditions.
• Provide high-quality and efficient after-sales service, ensuring client satisfaction and addressing any concerns promptly.
• Offer tailored solutions to resolve clients’ banking or investment needs in a timely manner.

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.

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EA Personnel Name: Sandy Ng

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

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

Key Accountabilities:

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

Technical:

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

Policy, Process and Procedures:

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

Environment, Customer Focus and Relationships:

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