COMPANY DESCRIPTION

With a capacity of around 430 beds, Peacehaven provides compassionate, individualized, holistic care to all without discrimination. We offer a comprehensive gamut of services to care for the sick, frail and elderly who have physical or mental disabilities with minimal or no appropriate caregiver support at home.

Peacehaven has also been awarded the bizSAFE level 4 status which affirms our commitment to safety and health standards at the workplace.

RESPONSIBILITIES

The Finance Manager will oversee the Accounts Department at Peacehaven, managing the full spectrum of financial matters for all units. This role involves driving financial efficiency, ensuring compliance with funding agreements, and delivering insightful financial analysis to support decision-making.

* Financial Operations & Policy Development:

• Oversee the day-to-day financial operations and processes.
• Develop, implement, and improve financial policies and procedures.

* Funding & Grants Management:

• Manage funding and grant agreements, including monitoring updates and expirations.
• Ensure accurate and timely submission of government funding claims.

* Financial Reporting & Budgeting:

• Prepare and submit monthly financial and management reports.
• Consolidate and prepare the annual budget for all units in Peacehaven.

* Financial Analysis & Recommendations:

• Perform financial analysis and identify trends for improvement.
• Assess areas of risk and provide actionable recommendations to enhance financial performance.

• Degree in Accountancy or equivalent.
• Minimum of 8 years of relevant managerial experience.
• Proven experience in financial management, accounting, or a similar role.
• Strong understanding of financial processes, budgeting, and reporting.
• Analytical mindset with excellent problem-solving skills.
• Familiarity with funding and grant management is an advantage.
• Strong communication, interpersonal and analytical skills.

Working Hours

44 hours per week (normal office hours):

8.00am to 5.15pm (Monday - Friday, 45 minutes lunch break inclusive)

or

8.30am to 5.45pm (Monday Friday, 45 minutes lunch break inclusive)

Working Location

The Salvation Army Peacehaven Nursing Home

9 Upper Changi Road North Singapore 507706

[Job ID: 824045]

Responsibilities:

• Review and interpret client data (e.g., vehicle details, driving history, coverage preferences) to generate appropriate quotes.
• Communicate with clients, agents, or brokers to gather necessary information for preparing insurance quotes.
• Prepare quotation documents, ensuring all relevant information is included and accurate.
• Coordinate with the underwriting department to confirm that proposed quotes comply with underwriting guidelines and risk assessments.
• Respond promptly to Salesforce leads and inquiries.
• Prepare documentation related to completed transactions.
• Address insurance-related queries from customers and partners.
• Participate in projects aimed at enhancing the quotation process through digitalization.
• Generate accurate motor insurance quotations for individuals and businesses based on customer information and requirements.
  Utilize pricing tools, systems, and software to calculate insurance premiums and terms.
• Explain policy terms, coverage options, and pricing to clients, addressing any questions or concerns.

Requirements:

• A minimum of 2 years of relevant experience in a General Insurance environment.
• Hold at least 2 certificates (BCP, PGI, ComGI).
• Minimum Diploma in Business Administration or equivalent qualification.
• Proficient in MS Office and CRM software (Salesforce).
• Knowledge of the motor insurance market is a plus.
• Experience in underwriting, claims, quotations, or insurance customer service is highly desirable.

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 Mei Qi
EA Personnel Registration Number: R24125475
EA License No.: 07C5771

IT Security Specialist

We are seeking a highly skilled IT Security Specialist with expertise in the insurance industry to join our dynamic team. The ideal candidate will play a pivotal role in ensuring the confidentiality, integrity, and availability of sensitive information within our organization. The IT Security Specialist will collaborate with cross-functional teams to implement and maintain robust security measures, compliance standards, and risk management practices specific to the insurance sector.

Responsibilities:

· Support development, implement and enforce security policies and procedures in alignment with industry regulations and best practices.

· Monitor and assess compliance with regulatory requirements (e.g., HIPAA, GDPR) relevant to the insurance sector (familiarity with SOC).

· Conduct risk assessments and vulnerability analyses to identify and mitigate potential security threats (VAPT).

· Develop and implement strategies to manage and respond to security incidents effectively.

· Design, implement, and maintain secure network architecture and infrastructure.

· Ensure the security of servers, databases, and other critical systems used in insurance operations.

· Implement and manage robust identity and access control measures to safeguard sensitive insurance data.

· Regularly review and update user access permissions based on business needs and principle of least privilege.

· Develop and maintain an incident response plan for swift and effective resolution of security incidents.

· Conduct digital forensics investigations to identify the root cause of security breaches and recommend preventative measures.

Qualifications:

· Bachelor's degree in Information Security, Cybersecurity, or a related field.

· Proven experience as an IT Security Specialist in the insurance industry.

· In-depth knowledge of insurance sector regulations and compliance requirements.

· Experience with risk assessment methodologies and tools.

· Proficiency in implementing and managing security solutions, including firewalls, intrusion detection/prevention systems, and antivirus software.

Certifications (Preferred):

· Certified Information Systems Security Professional (CISSP)

· Certified Information Security Manager (CISM)

· Certified Ethical Hacker (CEH)

· Certified Information Systems Auditor (CISA)

Benefits:

· Competitive salary with performance-based bonuses

· Ongoing professional development opportunities

· Collaborative and innovative work environment

Monday - Friday, 9pm - 6pm

Location: Raffles Place

Responsibilities:

• Handle administrative duties (checking of paperwork, filing, etc)
• Replying to emails to clients and relevant departments
• Ensure timely premium payments by clients
• Process claims and provide updates to clients on claim status
• Prepare necessary paperwork for new business opportunities
• Generate proposals and quotations tailored to client needs
• Prepare forms for clients
• Act as a liaison between clients and back-end staff
• Basic compliance duties
• Other ad-hoc duties assigned

Requirements:

• Proficient in English and Mandarin to speak with Mandarin speaking clients
• Meticulous, takes initiative and has good communication skills.
• IT savvy (Microsoft Excel, Words, Power Point)
• Preferably at least 1-2 years of insurance admin experience
• Able to work under pressure
• Ability to take initiative and anticipate needs
• Reliability and dependability in fulfilling tasks
• Resourcefulness in addressing challenges

Our Client:

Our client is one of the top Insurance companies in Japan. They are currently looking for a Sales Executive (Japan Market) to join their Singapore Office. Proficiency in Japanese language is essential to effectively communicate with Japanese Native Stakeholders and Customers.

The Responsibilities:

• Customer Support Servicing of new & existing Japanese Clients, both corporate and individual
• To prepare & process Quotation, issuing renewal notice
• To ensure regular visits to corporate client’s premises at least once a year or more as to make sure client’s demand/need as well as to enhance relationship with clients
• To quote any risks following underwriting decision
• To review all renewal policies & to recommend new cover (if any) and to improve cover if necessary
• To review coverage and rates for unfavourable loss ratio clients, and to take necessary measures together with Claim Division timely when needed
• To follow-up all renewals to ensure policies are being renewed
• To co-ordinate with internal divisions on documents, claims and other matters
• To attend to all client’s enquiry & complaints
• To assist in premium collection within 60days premium warranty period
• To prepare reports for marketing committee meeting
• To ensure that all documentations comply with the COP standards
• Any other marketing duties assigned when needed
• To support Japanese Expats requests which are related to using Japanese language (including communication between Japan HQ) when needed

The Requirements:

• At least 3 years of experience in the Insurance sector
• Proficiency in Japanese language is essential to effectively communicate with Japanese Native Stakeholders and Customers
• Equipped with the following certificates: BCP, Com GI, PGI and HI
• Able to work independently and as a team
• Meticulous and attention to details

RGF Privacy Policy – https://www.singapore.rgf-professional.com/privacy-policy

Disclaimer: The Company complies with the Tripartite Guidelines on Fair Employment Practices (TGFEP), including the prevailing guidelines on recruitment. All qualified applicants will be considered for the position regardless of their age, race, religion, nationality, marital status, or family responsibilities. A more detailed discussion of the TGFEP is available on the Tripartite Alliance for Fair and Progressive Employment Practices (TAFEP) website at https://www.tal.sg/tafep.

JO Reference: 114521

High Pay Scheme for Business Development in the Investment and Insurance field!

If you're keen on getting a $6,000 - $9,000 range pay per month,

and you do not mind selling Investments and Insurance,

This could be the job for you!

Flexible Schedule, work at your own pace.

Leads will be provided.

Bonuses are paid every 3 months.

Free company overseas trips.

Training Provided

LIONBROKERS PTE. LTD. | EA License No. 22S1273
EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193

*Seeking for an Assistant Relationship Manager with minimum 3 years of experience as an Assistant RM and/or Credit analysis in Corporate Banking experience sector*

THE COMPANY

Renowned for their solid brand and bank’s culture, the company is well-received and accepted by their employees. The bank is currently seeking for an Assistant RM to be part of their team.

JOB RESPONSIBILITIES

• Assist the Corporate Banker's coverage and managing of the clients
• Conduct credit analysis, write credit papers and reports
• Perform credit reviews for the bank’s client
• Liaise with customers on any queries
• Monitor the bank’s loan portfolio
• Assist in the funding operations
• Ensure proper KYC and documentation
• Collaborate effectively with other internal and external stakeholders

JOB REQUIREMENTS

• Degree in Business Major in Finance/Economics/Commerce/Accountancy or ACCA or any other relevant education
• Minimum 3 years of experience as an Assistant RM and/or Credit analysis in Corporate Banking experience sector
• Highly analytical, focused, has good interpersonal and communication skills

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

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

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

EA Licence 18C9105

EA Reg R1105305

Corporate Banking RM (GLC/Transport)

Our client, a leading bank is seeking a highly motivated and experienced Corporate Banking Relationship Manager (RM) to join their corporate banking team

Key Responsibilities:

• Manage and grow a portfolio of corporate clients, providing customized financial solutions to meet their needs.
• Originate new business opportunities by identifying potential clients, understanding their requirements, and offering appropriate banking products and services.
• Act as the primary point of contact for clients, providing strategic financial advice and developing long-term relationships with key stakeholders, including C-level executives and decision-makers.
• Cross-sell the bank’s products and services, including loans, trade finance, cash management, treasury products, and foreign exchange solutions.
• Prepare and present credit proposals, conducting financial analysis and risk assessments to ensure that proposed transactions meet the bank’s risk appetite and regulatory requirements.
• Collaborate with internal teams, including credit, risk, legal, and operations, to ensure seamless execution of deals and delivery of services.
• Monitor client accounts and ensure compliance with credit agreements, identifying and addressing any potential risks to the bank.
• Stay informed on market trends and industry developments, using this knowledge to advise clients on financial strategies and anticipate their future needs.
• Prepare regular reports on portfolio performance, client interactions, and business development activities for senior management.
• Drive client retention and satisfaction by delivering exceptional service and addressing client needs promptly and professionally.
• Work closely with senior management and the corporate banking team to meet revenue targets and contribute to the bank’s overall growth strategy.

Qualifications and Skills:

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field. Master’s degree or professional certification (e.g., CFA, CIB) is a plus.
• 5 to 10+ years of experience in corporate banking or commercial banking, with a proven track record of managing and growing client relationships.
• Strong knowledge of corporate banking products, including loans, working capital finance, trade finance, treasury solutions, and cash management.
• Experience in preparing credit proposals, conducting financial analysis, and performing risk assessments.

Office Location: Singapore, Central

Interested candidates kindly forward your CV to [email protected] (Ethel Tan Seok Khoon, Reg No: R2096281). Feel free to forward this great opportunity to someone who would be a great fit for this role.

All information will be kept strictly confidential. We regret to inform that only successful applicants will be contacted.

PeopleSearch Pte Ltd

EA License No: 16S8057

• 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.

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.

Job Summary

We are a growing company seeking an experienced and skilled Accounting Executive to join our finance team. The incumbent will be responsible on various aspects of the company's accounting functions, ensuring accuracy, efficiency, and compliance with relevant laws and regulations.

Job Description

• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements
• Oversee and manage daily accounting operations, including accounts payable, accounts receivable, and general ledger maintenance of the Company and its subsidiaries
• Prepare and ensure the monthly financial and analytical reports are completed on a timely basis for review
• Prepare and manage intercompany transactions, reconciliation and settlement
• Manage credit control and perform bank reconciliations and collection
• Assist in the preparation of annual budgets and forecasts, and monitor actual performance against budget
• Responsible for quarterly GST Reporting
• Prepare required schedules and reports for yearly audit and tax purpose
• Coordinate with external auditors and tax consultants to ensure smooth audit and tax processes
• Ensure compliance with financial policies and procedures, relevant laws, regulations, and accounting standards, and identify and mitigate potential risks
• Continuously review and improve accounting processes and procedures to ensure efficiency, accuracy, and compliance

Job Requirement

• Bachelor's degree in Accounting or related field and other professional certification (e.g., CPA, ACCA)
• Minimum 2 years of experience in accounting, preferably in a similar industry
• Proficient in accounting software, Microsoft Office, and other relevant tools

*Seeking for a Loan and Treasury Operations AM/AVP with relevant 7 years of Banking- Loan operations OR Loans AND Treasury operations experience*

THE COMPANY

Rooted in their commitment and service to their clients, the company has a well-received yet stable brand within the Banking sector. They currently seek a Loan and Treasury Operations (AM/AVP) to be part of their Operations team.

JOB RESPONSIBILITIES

• To be part of the Loan and Treasury Operations
• Handle Treasury products (FX, Derivatives, Bonds, Money Market)
• Handle Loans from Corporate bank
• Handle relevant Operations project
• Handle IT system (SWIFT)
• Prepare relevant Operations, MAS reporting
• Write and improve Operations policies
• Work closely with other business stakeholders

JOB REQUIREMENTS

• Degree in Business Studies/Finance/Banking/Economics/Commerce or any other relevant education
• Minimum 7 years of relevant loan and treasury operations experience in Banking industry OR 7 years of loan operations experience
• Meticulous, organized, team player and has good interpersonal skills

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

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

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

EA Licence 18C9105

EA Reg R1105305

about the company

Our client is a growing Financial Services Broker who offers holistic wealth planning for the High Net Worth.

about the job

You will be collaborating with Private Bankers to offer total solution services for high net worth individuals, businesses and families with diverse needs.

• 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
• 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

about the manager/team

You'll be part of an highly experienced and dynamic team with good teamwork.

skills and experience required

CMFAS Papers, CACS Papers preferred, Business Level Japanese Language for effective communication with native-speaking clients from the Japan region.

· Dealing with inbound customer calls to deal with enquiries and perform cross selling

· Min Nitec/ Diploma holder; Possess certificate of BCP, PGI & HI is a plus

· Salary up to $ 3,500 + KPI allowance + Completion bonus

· Monday to Friday 9-6pm

· 1 Year Contract - Convertible

Roles and Responsibilities:

• Ensure accurate and timely updates of customer interactions in the CRM system.
• Maintain and improve quality results by adhering to standards and recommending procedural improvements.
• Meet Key Performance Indicators (KPIs) as set out in the Contact Centre.
• Provide high levels of service delivery, contributing to team performance standards.
• Resolve customer concerns, feedback, and complaints using appropriate skills and techniques.
• Communicate customer feedback to the Team Manager for service improvement.
• Deliver excellent customer service and ensure a positive experience in day-to-day activities.
• Proactively promote and cross-sell company products and services when opportunities arise.
• Foster positive, professional relationships with colleagues and stakeholders.
• Be willing to perform additional or overtime duties when required by operational needs.
• Assist with ad hoc initiatives and projects as delegated by management.
• Stay updated with job knowledge by studying new products and participating in educational opportunities.
• Contribute to the continual improvement of operations, customer journey, experience, and product/campaign redesign through insights and support for team and management projects.

Job Requirements:

• Minimum of 1 year experience in a contact centre environment.
• Certification in BCP, PGI, and HI is a plus.
• Experience in the financial industry/insurance sector is highly preferred.
• Minimum Nitec or Diploma holder.
• Strong communication skills with a results-driven mindset.
• Ability to thrive in a fast-paced, changing environment.

Should you be keen, please send your cv to [email protected] or reach out to me at +65 8869 8708.

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

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to Morgan Mckinley 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.morganmckinley.com/sg/privacy-policy. You acknowledge that you have read, understood, and agree with the Privacy Policy.

Morgan McKinley Pte Ltd

Celine Lee

EA Licence No. 11C5502

Registration No. R1982802

- Represent a top Global Bank

- Portfolio Construction and Portfolio Management

- Update clients on market movements and the economy

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

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

- Relationship Management with existing clients

- Introduction of Wealth Management tools to clients

- Customised career progression (Sales or Management Track)

Training provided

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

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- Communications training

- Management training

- Structured training to put you on the path of success

Requirements:

- Go Getter

- Excellent communication skills

- Highly motivated individuals who work well in a team

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

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

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.

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.

Morgan Mckinley Pte Ltd

Claudia

EA Licence No: 11C5502

EAP Registration No: R2199597

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

• Provides administrative and documentation support to brokers
• Prepare placement slips, cover notes, endorsements and other insurance related documents
• Generate renewal listings, monitor, update and distribute renewal notices to insured/clients
• Update insurance system with insurance contracts, policies and brokers contracts
• Issue invoices to clients upon receipt of insurance policies from insurance companies
• Follow up on receivables with brokers and clients
• Work and follow up closely with brokers, clients and insurance companies to resolve outstanding issues or documentation requirements
• Receive, sort, and distribute daily mails
• General office management such as ordering stationery
• Assist with any other ad-hoc duties assigned

Requirements

• Diploma/Degree in any relevant fields
• Proficient in Microsoft Office

Interested applicants please email your resume to [email protected]

Megan Ng Su Ting

CEI Registration No.: R23115059

Recruit Express Pte Ltd

EA Licence No: 99C4599

*** We regret that only shortlisted candidates will be contacted.

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.

Morgan Mckinley Pte Ltd

Claudia

EA Licence No: 11C5502

EAP Registration No: R2199597

A career that makes a difference

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

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

Key responsibilities:

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

Benefits & Rewards

Training and professional development

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

Funding Programme

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

Rewards

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

Flexible incentive structure

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

Qualifications

To join us as a Financial Advisor, you should:

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

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

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.

Key Responsibilities:

• Perform full set accounting (General Ledger, Account Receivables and Account Payables)
• Assisting Head, Finance to ensure compliance of internal and accounting controls
• Collecting rental-in-arrears from tenants
• Assist in budgeting process and variance analysis
• Submission of finance and regulatory reports to head office
• Other adhoc duties as assigned

Joy Yeow Zhi Qian

(CEI Registration No:R2096261)

Recruit Express Pte Ltd (EA Licence No: 99C4599)