Job Description

• Assist in maintaining full set of accounts;
• Perform month-end accounts on time;
• Prepare payment vouchers;
• Key-in payment vouchers, invoices, journal and receipt transactions to QuickBooks accounting system;
• Payroll process (staff reimbursement);
• Reconcile bank reconciliation;
• Process monthly staff claims;
• Account Payable and Receivable reconciliation;
• Inter-company reconciliation;
• Process invoice to clients/inter-company;
• Assist with pursuing overdue debtors;
• Maintain petty cash records;
• Assist in banking processes of cheques and payment to statutory bodies;
• To ensure work compliance with Company ISO Anti Bribery Management System (ABMS) and Quality Procedure Manual; and
• Perform miscellaneous job-related duties as and when required or attend ad-hoc matters assigned by Superior.

Job Requirement

• High degree of confidentiality and integrity
• Good follow-up skills and good sense of responsibility in compliance to deadlines and company policy.
• Good personality and interpersonal skills.
• Analytical
• Strong relationship building skills
• Professional and positive
• Diligent, with great attention to detail
• Ability to cope successfully under pressure and with shifting priorities
• Excellent collaborator
• Self-motivated and self-sufficient
• Effective communicator at all levels
• Team player, able to work on own initiative
• Assertive, adaptable, and creative

Job Responsibility:

• Coordinating and supporting the sales team in achieving their sales targets for insurance policies and products.

• Assist the sales team in preparing and processing insurance policies, quotes, and applications.

• Responding to inquiries about insurance coverage, policy details, claims, and related issues.

• Preparing and maintaining accurate sales reports, records, and customer databases in compliance with relevant regulations and company policies.

• Communicate effectively with team to gather required information, answer inquiries, and provide exceptional customer service.

• Provide administrative support to the sales team by managing paperwork, filing, and documentation.

• Collaborating with other Insurer departments, such as underwriting, claims, and

• marketing, to ensure a seamless and effective customer experience.

• Attending and participating in sales meetings, training sessions, and industry events to stay up-to-date on product and industry knowledge.

• Maintaining knowledge of insurance products, industry regulations, and market trends to effectively promote them to customers and agents.

• Perform basic office management tasks such as replenishment of stationaries, printers etc.

• Any other adhoc administrative duties and responsibilities as assigned by supervisor

Job Requirement:

• Min GCE ‘N’ or ‘O’ level

• Candidate must possess strong positive energy, determined and have a passion to pursue quality and success. The candidate should also be driven, self-motivated, willing to learn and can excel with minimal supervision.

• Good with Microsoft Office Suites such as Outlook, Words, Excel, PowerPoint etc.

• Candidate must have a good appreciate of Privacy.

• Training and support provided.

• Bilingual in English and Mandarin to liaise with Chinese speaking counterparts

Mon to Fri: 9:30am to 6:30pm

DUTIES & RESPONSIBILITIES

Finance Operations

• In charge of General Ledger including month-end/year-end accounts closing process.
• Supervise and review the work performed by Accounts Receivable/Payable officers.
• Provide guidance to Accounts Receivable/Payable officers.
• Prepare and/or review monthly account reconciliations and schedules ensuring that journal entries are recorded accurately and timely.
• Provide advice to teachers and staff on finance policies, procedures and guidelines.
• Liaise with internal and external stakeholders (i.e. MOE, banks, teachers, funding agencies etc.) on finance-related matters.

Financial Reporting

• Maintain accurate records of financial transactions and documentation.
• Prepare financial reports and supporting audit schedules.
• Prepare and provide financial analysis to support decision-making by the school leaders.
• Coordinate with external auditors on annual audit exercise to ensure timely submission of audited financial statements including balance sheets, income statements, and cash flow reports to MOE.
• Ensure full compliance with all relevant laws and regulations (i.e. tax filings etc.).

Financial Budget

• Prepare annual revised forecast and annual budget in collaboration with the heads of department and school leaders.
• Prepare and/or review periodic budget utilisation reports and analyse budget performance for departments.
• Secretariat duties for Finance Sub-Committee Meetings of the Board of Governors.

Treasury and Banking matters

• Monitor cash flow and placement of fixed deposits.
• Perform administration duties related to banking (i.e. opening/closing of bank account, internet banking platform, corporate/virtual credit cards etc.).

Any Other Matters

• Participate in process improvement and enhancements to accounting systems
• Maintain and communicate finance policies, procedures and guidelines.
• Provide guidance on fundraising and donation matters in accordance with MOE guidelines.
• Support the Finance Director in investment-related matters.
• Any other ad-hoc assignments as required.

REQUIREMENTS

• A bachelor’s degree in accountancy or a related field.
• Professional certification (e.g. CPA) is highly preferred.
• Experience in a supervisory role within an educational institution or a similar environment.
• In-depth knowledge of Singapore Financial Reporting Standards (SFRS) and relevant regulatory frameworks.
• Strong analytical and problem-solving skills with a meticulous eye for details.
• Proactive, self-motivated, and able to work independently or collaboratively in a team.
• Strong verbal and written communication skills, with the ability to engage stakeholders across all levels.
• Demonstrated commitment to high ethical standards and professional integrity.
• Proficient in MS Office Suite, financial software, and related tools.

We are seeking a highly skilled and motivated Finance Executive to join our dynamic finance team in our Singapore office.

Job Description:

1.⁠ ⁠Accounts Receivables

• Oversee and manage the accounts receivables process to ensure timely and accurate collection of outstanding invoice
• Downloading of sales transactions from various online sales platforms and allocating revenue based on product.
• Maintain thorough records of transactions to support accurate financial reporting and forecasting.

2. Accounts Payables

• Perform invoice verification with internal stakeholders to verify accuracy of invoice
• Processing the AP invoice in accounting software
• Generate weekly payment list for payment processing

3.⁠ ⁠⁠Weekly Sales Report / Monthly Sales Report

• Compile and analyze sales data on a weekly and monthly basis to generate detailed sales reports.
• Updating of sales figures in accordance to sale channels and products
• Ensure timely distribution of reports to relevant stakeholders.

4.⁠ Inventory Management Support:

• Assist in conducting comprehensive stock takes at various retail locations and warehouses
• Ensure accurate inventory counts, reconcile discrepancies, and provide detailed reports on stock levels.

Requirements

• Diploma or Certificate in Finance, Accounting, or a related field.
• Minimum 1-2 years of experience in finance or Accounting.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Excel
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong organizational skills and attention to detail.

Key Responsibilities:

• Support the origination, business development, execution and marketing of private equity investment opportunities (originated from both investors and aspiring companies / issuers)
• Primary responsibilities will include preparation and review of marketing materials, review of key transaction documents for the financing or investment in end clients, including pitch books, investment memorandum, marketing presentations.
• Development of various types of financial models to validate debt and equity investment or financing structures.
• Undertake and perform valuation, compile research materials and perform both quantitative and qualitative analysis on markets, companies and industries.
• Actively lead in the development of relationships with other financial partners in the region, and assist in generating leads and relationships with new and existing clients in order to expand the business.
• Affinity for current events, critical issues, and relevant news.

Requirement:

• Demonstrated track record of successful transactions for HKEX IPOs as a principal officer/Deal execution/private equity funds and/or direct equity investments in developing markets
• Possess at least 7 years of relevant relevant professional experience in investment banking, private equity, structured financing, primary and private placement and M&A in Asia Pacific and or management consulting.
• Direct investing experience with a private equity fund, fund of funds, institutional investor, sovereign wealth fund, or similar entity, with a focus on equity and quasi-equity investments preferred
• Mandarin fluency is strongly preferred, along with solid knowledge of the China market.

Interested applicants, please send your resume to [email protected]

Finance Managers Responsibilities:

• Plan, organize, and execute financial tasks and projects of the organization.
• Make estimates of funds required for the short and long-term financial objectives of the organization.
• Complete financial reports, lead the month-end closing process and conduct monthly financial forecast.
• Develop and implement plans for budgeting, forecasting, and reporting.
• Achieve a proper mix of equity and debt to minimize cost and maximize operational profit.
• Strategize on fund procurement through banks and other financial institutions.
• Prudently make investments on assets that maximize returns.
• Provide financial insight and analysis to drive the business performance of the organization.
• Manage and monitor metrics, KPI tracking, and reports.
• Evaluate the financial performance of the organization and measure returns on investments.
• Understand and calculate the risks involved in the financial activities of the organization.

Finance Manager Requirements:

• Degree in finance/accounting or related (essential).
• International Accounting Standards Board (IASB) accreditation (essential).
• Certified Public Accountant (CPA) license (essential)
• 5 years of work experience as a Finance Manager (essential).
• Thorough understanding of Generally Accepted Accounting Principles (GAAP).
• Analytical thinker with strong conceptual and problem-solving skills.
• Meticulous attention to detail with superb organizational skills.
• Ability to work under pressure and meet tight deadlines.
• Ability to work independently and as part of a team.
• Excellent report-writing and communication skills.
• Solid proficiency in Microsoft Office, SAP, and other financial planning software.

About the Role:

As a Finance Manager, you will be responsible for financial modeling, billing, and expense management for Ampotech’s Singapore office and subsidiary companies in Southeast Asian markets including Vietnam, Malaysia, and Indonesia. The role involves managing Ampotech finance staff and corporate service providers supporting accounting and tax matters in different countries. The Finance Manager is expected to be comfortable with Singapore Financial Reporting Standards (International) and financial modeling to generate forecasts and anticipate financing needs for general working capital or project financing.

Responsibilities:

• Perform financial planning and analysis work to support decision making, including providing variance analysis for monthly and quarterly reports
• Prepare cashflow projections, quarterly forecast and annual budget at a group level and country level
• Support the preparation of consolidated financial statements for the company
• Interface with auditors on group level audit issues
• Manage accounts payable and accounts receivable
• Manage finance staff and corporate service providers in regional offices in Vietnam, Malaysia, and Indonesia
• Review and optimize existing procedures and systems to improve the company's finance function and operations
• Serve as the Business Integrity (BI) compliance officer and update relevant information in the company's ESG management system

Qualifications:

• Bachelor's or Master's degree in accounting, finance, or a related field
• At least 10 years of relevant work experience
• Proactive problem solver who pays attention to detail
• Strong communication skills
• Proficient in MS Office applications and Xero
• Experience with startup financial modeling tools such as Causal, Finmark, or a similar software is desirable.
• Experience working in a venture-backed startup, Venture Capital, or Private Equity is a plus
• Experience with project finance for energy or infrastructure projects is a plus

Singapore Aquatics (SAQ) is the governing body for aquatic sports including swimming, water polo, diving, artistic swimming and open water swimming in Singapore. As a leading National Sports Association, we invite passionate and capable applicants who can contribute to our cause in the following position:

1) FINANCE EXECUTIVE

A. PRIMARY JOB PURPOSE

Report to the Assistant Finance Manager with regard to the Association’s purchases and payables cycle and accounting functions

B JOB RESPONSIBILITIES

To assist the Assistant Finance Manager in accounting duties which includes:

· To support the monthly accounts closing;

· Preparation of bank reconciliations;

· Assist in handling day to day accounting functions;

· Managing and processing the Association’s purchasing and payable’s function, including:

- Verifying invoices are supported with proper documentation

- Preparing payment vouchers (Giro/TT/cheques)

- Preparation of cheques if necessary

- Ensuring compliance with the Association’s policies and procedures

· Posting of transactions in the accounting system;

· Assist in monitoring expenditure of SAQ event budgets and liaising with relevant teams on expenditures for post-event SOAs;

· Monitoring and tracking of the Association’s value in-kind inventories;

· Assist in the annual statutory audit;

· Assist in any internal or compliance audits, or grant audits;

· Ensure accounting is carried out in proper way in accordance to financial regulations and accounting standards;

· Ensure expense claims are in accordance with SSA’s HR policies;

· Assist in any ad hoc accounting and administrative assignments;

· Any other adhoc duties as may be assigned.

C JOB HOLDER REQUIREMENTS

1 Qualifications and Experience

• Diploma in Accountancy or Business Administration, or relevant qualifications.
• At least 1 year of relevant experience is preferred.
• Prior experience in Sports industry, Charities or Grant Accounting is advantageous.
• Prior experience with Oracle Netsuite is advantageous.
• Proficient in using Microsoft office especially in Excel and work with strong IT skills.

2 Personal Attributes

• A dynamic and mature person with a passion for sports.
• Meticulous with high level of integrity, detailed oriented and comfortable working with numbers.
• Must have strong initiative, good communication, interpersonal skills, positive attitude and problem-solving skills.
• Strong team player with ability to work and builds rapport and collaborative working relationship with all levels.
• Ability to work independently and under pressure to meet tight datelines.
• Ability to work in a dynamic environment
• Ability to start at short notice is preferred or immediate.

Please email the application enclosing resume and stating current and expected salary to: [email protected]. Only shortlisted candidates will be notified.

[Job ID: 669731]

Responsibilities:

• Focus on acquiring new-to-bank HNW Sign Ups by sourcing individual customers with potential for HNW Sign Ups.
• Promote a wide range of retail and priority products, including unsecured credit cards and insurance, to targeted customer segments.
• Establish strong relationships with internal stakeholders within Client Acquisition (CA) and external partners, such as property agents, brokers, and other sales agents.
• Engage with affluent and mass-market clients to facilitate their Priority Sign Up requests.
• Utilize various channels, including marketing campaigns, mortgage inquiries, employee banking events, networking functions, and roadshows.
• Be available to work outside of regular office hours and weekends for networking events, campaigns, and roadshows as required.
• Stay informed about market trends and competitor offerings
• Conduct regular market updates and follow-up activities with targeted customer groups to enhance product differentiation and maintain a competitive edge.

Requirement:

• Experience in banking sales with a proven track record.
• Results-driven, enthusiastic, self-motivated, and able to manage time well under pressure.
• Strong interpersonal and communication skills are essential.
• Passion for sales and excellent customer service.
• Skilled in delivering professional presentations to key stakeholders.
• Minimum of 4 years of experience in banking.

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

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

EA Personnel Name: Sandy Ng

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

• Location: Central
• 1 year contract (Renewable)
• Working hours: Monday – Friday, Office Hours
• Salary: $2,500 to $3,800 + Bonus (salary will commensurate according to experience & qualifications).
• Major Multinational Bank
• Attractive Compensation Package
• Good Career Growth

RESPONSIBILITIES:

• Present banking and insurance products to potential clients
• Conduct cold calling with confidence
• Competent in handling various customer’s objections

REQUIREMENTS:

• CMFAS qualification in M5 and M9
• Strong verbal and written communication skills are essential in most roles, as you'll need to collaborate with colleagues and possibly interact with clients
• Able to work in a fast and multi-tasking environment

HOW TO APPLY:

Submit your application by emailing a detailed copy of your updated Resume in MS Word Format to Cesky Ong Zhi Rong (EA Personnel Reg. No. R24121422, Achieve Career Consultant Pte Ltd EA Licence No. 05C3451) by clicking the “Apply Now” or contact Cesky at [email protected] or 9061 0702 for a confidential discussion.

Responsibilities

• Product Management – Data analytics on the business drivers of the Cash Management products for corporate clients
• Product Development – Working on new products/projects to be launched for the Cash Management franchise, including documentation, UAT testing and process flow/commercialization once live

Requirements

• Good experience and knowledge in transaction banking and cash management preferred
• Good and broad knowledge on payment clearing, payment file formats MT/ISO20022, SEPA and SWIFT
• Good knowledge on accounting/settlement
• Basic knowledge on acquisition and reporting for cash management
• Hands-on experience in testing end-to-end payment systems

Job Responsibilities

• Responsible for Preparing group and sub-group consolidated financial statements
• Perform the reconciliation of intercompany transactions and balances
• Responsible for the full sets of accounts for the Holding Company
• Assist in preparation audited financial statements and annual report
• Liaise with external auditors, tax agents, bankers, and government authority or agency
• Assist in all finance-related matters. This includes maintaining finance records, reconciliation, and audit schedules
• Quarterly GST submission
• Other ad-hoc duties as assigned

Job Requirement

• Degree in Accounting, Finance, or equivalent professional qualification (CA, CPA, or ACCA)
• At least 2 - 3 years of relevant work experience and ideally with prior audit experience with public accounting firm, or commercial experience with financial reporting at group level, job position offered is depending on the qualification and experience
• Good knowledge of group consolidation
• Strong team player with excellent interpersonal and communication skills
• Meticulous with details and accurate with numbers
• Possess an analytical mind, results-oriented
• Independent and able to initiat

[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.

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

EA Personnel Name: Sandy Ng

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

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.

• Managing financial and investment portfolios for corporate businesses (B2B) and individual clients (B2C), with emphasis on Investment, Risk and Asset Management.
• Analysis on financial markets and investment trends including Funds such as Equities, ETFs, Bonds and Unit Trusts.
• Providing integrated wealth solutions for clients and businesses through Wealth Preservation, Partnership Management and Business Succession Planning.
• Entry level position. Full-time and part-time positions available.
• Undergraduates and Fresh Graduates are welcome.
• Flexible working hours, work from home option available.
• No background or experience in Finance required.

Eligibility Requirements

• Candidates must possess at least one of the following academic minimum entry requirements:
• A full certificate in GCE 'A' Level;
• International Baccalaureate Diploma qualification,
• Diploma awarded by a Polytechnic in Singapore,
• Or any other academic qualification which is equivalent to the above qualifications.

What you can expect:

• Career progression to managerial and directorial roles.
• Entails work-life balance and flexible working hours.
• Comprehensive structured training program.
• One-to-one Mentorship will be provided.
• Excellent team support in a friendly working environment.
• Remuneration: Additional commissions & bonuses are based on performance.
• Incentivized overseas trips.

About the job

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

Skills and experience required

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

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

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

Job Description

Reporting to PB Management, lead the PB Client Relationship team with the following key responsibilities:
1. Develop customer base, enhance PB products and services to meet the department designated business plan; adhering to the Bank and PB policies and procedures.
2. Maintain client business relationships.
3. Supervise the Relationship Managers to meet their respective KPI.
4. Review and/or approve the ongoing exception transactional requests, customer due diligence and documentation submitted by the Relationship Managers.
5. Manage the staff resources and staff training to ensure the continuity of business activities and customer service.
6. Deliver task assigned by reporting manager.

Requirements

1.Academic Qualification: Bachelor or above
2.Professional Qualification: CACS P1 & P2
3.Years of Relevant Experience: At least 5 years in Private Banking
4.Personal Skills: Strong in analysis, coordination and communication

Join us as a Singapore apprentice and embark on a journey with our one-year apprenticeship programme in the dynamic banking and financial industry. The Apprenticeship Track is under the Polytechnic Talent for Finance Scheme which aims to provide polytechnic graduates an alternative pathway to take on university graduate-equivalent roles through rotations, training and mentorship. If you’re a motivated individual with a passion for finance and a drive to learn, this programme is the gateway to an exciting career in banking.

What you will experience:

• Rotations: Gain hands-on experience and develop expertise in Private Banking
• Real-World Learning: Work on projects, collaborate with seasoned professionals, and make a meaningful impact from day one.
• Mentorship & Training: Benefit from dedicated mentorship by industry leaders and participate in training sessions to build technical and soft skills
• Networking Opportunities: Connect with peers, professionals, and leaders across the organization to expand your professional network.

Programme period: June 2025 – May 2026

What we are looking for:

• Diploma students with anticipated graduation date in May 2025 or Diploma graduates with no more than 2 years work experience at start of programme
• Detail oriented with the ability to multi-task
• Able to prioritise work assignments
• Able to communicate effectively with internal staff and counterparts
• Good time management and strong follow-through skills
• Has and will continue to have the right to work in Singapore

Ready to apply?

Visit search.jobs.barclays to learn more about our opportunities and apply.

Purpose of the role

To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.

Accountabilities

• Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.
• Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.
• Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.
• Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.
• Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
• Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.
• Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.
• Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness.

Analyst Expectations

• To meet the needs of stakeholders/ customers through operational excellence and customer service
• Perform prescribed activities in a timely manner and to a high standard
• No people leadership roles at this grade.
• Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of team members.
• Identify escalation of policy breaches as required.
• Take responsibility for customer service and operational execution tasks.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Gain and maintain an understanding of own role, how the team integrates to achieve overall objectives, alongside knowledge of the work of other teams within the function.
• Work within well-defined procedures that may involve a variety of work routines.
• Demonstrate an understanding of the procedures.
• Evaluate and select the appropriate alternatives from defined options.
• Make judgements based on the analysis of factual information.
• Build relationships with stakeholders and customers to identify and address their needs, in support of a smooth operating process, handling sensitive issues as required.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Responsibilities

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

Requirements:

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

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

Email resume to [email protected]

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

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

Posting Personnel: Ng Jwee Ken

Ref: L4W584VV

Job Summary:

The incumbent will contribute to the delivery of quality service to our clients and business partners by providing professional advisory service in the areas of insurance and liquidity planning. The incumbent needs to generate profitable client referrals by engaging and servicing our partners and clients.

Responsibilities:

• Maintain consistent engagement with clients and partners in developing robust and sustainable referral relationships
• Build up ongoing development of new client relationships to ensure a balanced referral source portfolio
• Provide professional and quality advice to clients on their liquidity planning and insurance needs
• Achieve annual target of net revenue or an amount agreed upon during the annual review
• Fulfill full compliance to our internal compliance policies as well as applicable regulatory requirements
• Submit new business documents timely and accurately
• Provide quality ongoing service to existing policyholders by conducting annual policy reviews in a timely manner
• Support other team members in client meetings, medicals and presentations

Requirements:

• Bachelor’s degree or above from Finance or related discipline
• Valid MAS licence required. Candidates who are not currently licensed will need to obtain a MAS licence upon commencement of employment
• Preference for candidates with experience in the Japanese market
• Minimum 10-15 years’ working experience in sales and/or relationship management experience preferably in the insurance or banking industry
• Proactive, self-motivated, self-disciplined with integrity and commitment to serving the clients’ need
• Strong relationship development/management, communication and presentation skills
• Demonstrated ability to multi-task and work under extreme deadlines
• Proficiency in English and Japanese.

Insurance Specialist (No experience required)

This is a perm role as an employee of our client.

Open to those with no expereince but willing to learn and understand the insurance industry.

Salary Range: $2,500 - $6,000 (Commissions)

Work Location: near Novena MRT

About Our Client:
Our client is a highly regarded organization with a proven track record of excellence in the financial advisory and insurance industry. Known for their commitment to professional development, mentorship, and innovative strategies, they have built a reputation for empowering individuals to achieve their financial goals. With a strong focus on integrity, collaboration, and client-centric solutions, they continue to make a significant impact in the lives of their clients and team members.

Job Overview:
We are seeking a motivated and dynamic individual to join our client’s team as an Insurance Solutions Specialist. This role is ideal for both newcomers and entry-level professionals who are eager to build a rewarding career in the insurance and financial services industry. Comprehensive training and mentorship will be provided to equip you with the skills and knowledge necessary to excel in this role.

As an Insurance Solutions Specialist, you will play a key role in identifying potential clients, understanding their needs, and providing tailored insurance solutions. You’ll build strong, lasting relationships with clients while contributing to sales targets and overall business growth.

Job Scope:

• Identify and approach prospective clients through leads, referrals, and networking opportunities.
• Schedule and conduct meetings with clients to understand their insurance and financial needs.
• Provide professional advice on suitable insurance products and coverage options.
• Prepare and present insurance proposals to clients.
• Perform follow-up calls and maintain ongoing client relationships.
• Conduct periodic policy reviews to ensure clients’ coverage aligns with their evolving needs.
• Assist clients with policy applications and ensure all documentation is accurately completed.
• Stay updated with industry trends, insurance products, and regulatory requirements.
• Meet sales targets and contribute to the team’s overall performance objectives.

Requirements:

• No prior experience is required; newcomers and entry-level professionals are welcome.
• Strong interpersonal and communication skills.
• Ability to build rapport and foster trust with clients.
• Proactive and self-motivated with a results-driven mindset.
• Basic knowledge of financial and insurance products is a plus but not mandatory.
• Minimum high school diploma or equivalent; a Bachelor’s degree in Business, Marketing, or related field is preferred.
• Willingness to undergo relevant training and obtain necessary insurance certifications/licenses.

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

Please apply when you are keen and firm to pursue the insurance industry.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

• Assisting with completion of insurance documents & forms & liaising with insurance brokers to ensure the complete transfer/surrender.
• Assisting with the trust transfer and termination documents
• Tracking the completion and compile data for reporting
• Scanning of documents and sending documents to Ops team for storage archival
• Providing administrative support to the trust managers, eg. collating, binding and printing copies of client trust review bundles, etc.
• Support the trust managers in the day-to-day trust administration which includes the review of asset injections, distribution, trust reviews, periodic reviews, insurance transfers/changes etc
• Assist in any ad-hoc tasks, projects or assignment

Requirements

• Detailed, meticulous and good with administration work
• Follow up promptly to ensure completion
• Good interpersonal skills to manage relationships with internal stakeholders

Interested candidates kindly submit your updated CV in a Word Format to: [email protected]. Only shortlisted candidates will be notify. Thank you.

Insurance Specialist (No experience required)

This is a perm role as an employee of our client.

Open to those with no expereince but willing to learn and understand the insurance industry.

Salary Range: $2,500 - $6,000 (Commissions)

Work Location: near Novena MRT

About Our Client:
Our client is a highly regarded organization with a proven track record of excellence in the financial advisory and insurance industry. Known for their commitment to professional development, mentorship, and innovative strategies, they have built a reputation for empowering individuals to achieve their financial goals. With a strong focus on integrity, collaboration, and client-centric solutions, they continue to make a significant impact in the lives of their clients and team members.

Job Overview:
We are seeking a motivated and dynamic individual to join our client’s team as an Insurance Solutions Specialist. This role is ideal for both newcomers and entry-level professionals who are eager to build a rewarding career in the insurance and financial services industry. Comprehensive training and mentorship will be provided to equip you with the skills and knowledge necessary to excel in this role.

As an Insurance Solutions Specialist, you will play a key role in identifying potential clients, understanding their needs, and providing tailored insurance solutions. You’ll build strong, lasting relationships with clients while contributing to sales targets and overall business growth.

Job Scope:

• Identify and approach prospective clients through leads, referrals, and networking opportunities.
• Schedule and conduct meetings with clients to understand their insurance and financial needs.
• Provide professional advice on suitable insurance products and coverage options.
• Prepare and present insurance proposals to clients.
• Perform follow-up calls and maintain ongoing client relationships.
• Conduct periodic policy reviews to ensure clients’ coverage aligns with their evolving needs.
• Assist clients with policy applications and ensure all documentation is accurately completed.
• Stay updated with industry trends, insurance products, and regulatory requirements.
• Meet sales targets and contribute to the team’s overall performance objectives.

Requirements:

• No prior experience is required; newcomers and entry-level professionals are welcome.
• Strong interpersonal and communication skills.
• Ability to build rapport and foster trust with clients.
• Proactive and self-motivated with a results-driven mindset.
• Basic knowledge of financial and insurance products is a plus but not mandatory.
• Minimum high school diploma or equivalent; a Bachelor’s degree in Business, Marketing, or related field is preferred.
• Willingness to undergo relevant training and obtain necessary insurance certifications/licenses.

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

Please apply when you are keen and firm to pursue the insurance industry.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Gravitas is on a search for a new business admin to support the ongoing projects and BAU.

This role involves managing end-to-end UAT activities, system verification, and providing operational support for various business processes. It will require working closely with internal stakeholders like distribution team, underwriting team, compliance team etc.

Key Responsibilities:

• Understand business requirements and functional specifications for projects.
• Execute and validate UAT processes, ensuring adherence to timelines and test plans.
• Verify test results and assist SMEs in managing and closing defect logs.
• Obtain sign-offs from relevant SMEs in Operations.
• Verify system results before and after product releases, workflow updates, and system enhancements.
• Prepare training documentation for new systems and products.
• Provide ongoing support for business-as-usual activities, including CDD clearance, freelook processing, counter offer letters, fund calls, and refunds.

*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.