RELATIONSHIP MANAGER (ULTRA-HIGH/HIGH NET WORTH)

Job Description:

• Build and manage long-term relationships with a portfolio of priority clients.
• Understand clients’ financial needs and deliver tailored financial solutions to meet their objectives.
• Provide ongoing advice and support, helping clients make informed decisions about their wealth.
• Identify and capitalize on opportunities to expand the client base and increase revenue.
• Work closely with product specialists to provide advanced financial solutions.

Who is Suitable:

• At least 5 years of experience in relationship management in priority banking.
• Strong knowledge of financial products, credit, and investment solutions.
• Exceptional communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Results-driven with a strong focus on client satisfaction and business growth.
• Proactive, driven, and maintains a positive, solution-oriented attitude.

Benefits:

• Be part of a leading financial institution with a commitment to customer service excellence.
• Competitive salary and performance-based incentives.
• Ongoing training and career development opportunities.
• A supportive work environment with a focus on team collaboration.

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

Position Summary: Reporting to the Director of Finance this role will support finance related activities such as budget preparation, month end variance analysis and reporting packs. This role will also be involves in conducting detailed financial analysis, providing data-driven insights reports and developing forecast to support decision-making processes.

Main Responsibilities:

• Preparing projects revenue recognition report by working with operations teams, PMO, billing, etc (including actual revenue recognition accounting and forecasting)
• Support & develop automated dashboard using system tools including SAP S4, SAC, PowerBI
• Preparing and submission of annual budget, monthly financials with variance analysis
• Preparation & Submission of monthly & quarterly business review packs and ad hoc review of similar nature to Corporate FinanceMonthly/quarterly financial performance to HQ via SAP/SAC
  Monthly R&O and Cashflow forecast.
  Business review decks (Monthly & Quarterly)
• Analyze key business drivers (Customer, OEM, Project profitability, etc.) and track KPIs (Revenue, Earnings, FCF, Overhead, Sell Efficiency etc.)
• Recommend to the management for any process improvement opportunities for efficiency, control, and compliance enhancement.
• Support global projects and IT system rollouts.
• Other duties as may be assigned by your manager to support operational and business success.

Minimum Requirements:

• Degree holder in Accounting, Finance, or related discipline with finance qualification such as CA, ACCA, CIMA
• Min 5 years’ experience in financial accounting & reporting, internal controls, or financial planning & analysis functions.
• Strong financial, analytical, and problem-solving skills and able to synthesize complex data and draw key conclusions
• Excellent communication and collaborative skills
• Ability to prioritize and manage competing priorities effectively and drive result while meeting critical deadlines.
• Working in a fast paced, multi-tasking environment
• Self-starter with high degree of intellectual curiosity
• Proficient in Microsoft office particularly in Excel & working knowledge on PowerBI
• Proficient in SAP / SAC
• Strong personal values corresponding with Jet Aviation values (Trust, Honesty, Alignment, Transparency)
• Responsible, Self-motivated and detail oriented
• Strong work ethics and ability to handle simultaneous functions
• Good interpersonal and communications and problem-solving skills

The HIGHEST paying scheme for Insurance Agents / Financial Consultants.

Have you ever wanted to be an insurance agent to help impact lives positively & make good money whilst doing it.

Earn up to $5000 basic pay

+ Highest Commissions of up to 50% of what you closed

+ Free Sales Overseas Trip

+ Quarterly Bonus (Don’t need to wait a year)

How do the 50% commissions work. For example, if you close a client who is saving $500 monthly, $500 x 12 months = $6000. You get 50% which is $3000.

That's ONE case per MONTH.

That’s ALOT of money in this new scheme for Insurance Agents / Financial Consultants, ONLY available in our agency.

Salary: $5,000.00 - $9,000.00 per month

LIONBROKERS PTE. LTD. | EA License No. 22S1273

EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193

• Well Established Company
• Basic $6000 - $6500 + AWS + Variable Bonus
• Excellent Welfare and Benefits + Career progression
• Working location: West
• Working day: Monday to Friday
• Working hours: 8.30am to 5.30pm

Job Responsibilities:

• Assist the Group Finance Director in developing, implementing and monitoring the compliance of internal control policies and procedures
• Review consolidated financial statements, management reports and budget variance analysis of the Group
• Ensure all financial, accounting and analytical reports are prepared according to the management policies and accounting standards
• Coordinate, participate and deliver insights into the financial reports in the management meeting and board meeting
• Manage relationship with external auditors for financial audits
• Complete and submit all GST returns and ensure compliance
• Review CIT returns to be submitted by Tax Agent
• Lead the preparation of annual budgets, analysis and presentation to Management
• Oversee the costing function for the manufacturing activities in Singapore
• Supervision of local & overseas Accounts staff with full spectrum of accounting responsibilities
• Perform any other tasks as the need arises

Job Requirements:

• Possess minimum Bachelor’s degree in Accounting, Finance or related field with 3 to 5 years of working experience, including experience in manufacturing costing, and supervisory experience
• Prior working experience with Microsoft Business Central is beneficial
• Current CA/CMA/CPA membership or equivalent would be an added advantage

Candidates are encouraged to apply this position via Apply Now button with the following information in the resume

• Work experiences and job responsibilities
• Current and Expected salary
• Reason for leaving
• Date of availability
• Education background

We regret that only shortlisted candidates will be contacted.

LIONG ZHAO GUAN (R22107632)

EA Recruitment Pte Ltd

EA License No: 21C0492

Job Description

Business Function

Treasury & Markets (T&M) provides total solutions to serve clients' hedging and investment needs with a regional emphasis. We have a strong record in providing innovative wealth management solutions to individual investors. We are a leader in SGD and regional products with excellent customer-driven research capabilities and cutting-edge risk management technology and systems. Extends a broad range of capabilities in foreign exchange and derivatives, money market and securities trading, to corporations and financial institutions. Trades in a comprehensive product range, including foreign exchange, as well as interest rates and derivatives.

Responsibilities

• Develop, execute, and close project plans, revising as necessary to meet changing needs and requirements.
• Drive project scoping and initiation documents, business cases, and business requirements documents.
• Manage project teams, sponsors, and stakeholders across business and technology functions from Front, Middle, and Back Office.
• Work across business and technology lines to define, analyze, and lead improvements to business processes and procedures in line with best practices, regulatory and legal compliance.
• Manage project resources, budgets, scope, risks, schedules, progress, performance, deliverables, issues, escalations, and conflicts.
• Engage teams and stakeholders throughout all stages of projects (e.g., facilitating requirements gathering workshops, design specifications, identifying target operating models, user training needs, managing UAT, dress rehearsals, parallel runs, and Go-Live rollouts).
• Produce and maintain key project documentation throughout the project lifecycle (e.g., plans, status reports, and issue and risk logs).
• Prepare accurate and detailed project reports and presentations to update senior management on milestones and statuses.
• Effectively apply project management methodologies and enforce the bank’s project standards.
• Perform post-implementation reviews.

Requirements

• University graduate with a major in Business Management, Information Systems/Technology, or Finance from a recognized university.
• At least five years of experience managing large-scale, end-to-end projects in a global financial institution, responsible for all project aspects (managing users, technology partners, senior stakeholders, and external service providers).
• Certification in project management and/or Agile methodologies (Product Owner or Scrum Master) is advantageous.
• Strong influencing and negotiation skills with excellent interpersonal and communication abilities, including verbal, written, and presentation skills.
• Results-oriented, capable of engaging with multiple initiatives simultaneously and meeting deadlines.
• Ability to work independently to gather requirements, prepare project plans, and communicate with stakeholders.
• Self-starter with the tenacity to succeed and collaborate with people of diverse cultures across the region.
• Willing to challenge the status quo to drive better outcomes.
• Proficiency in standard office applications such as MS Office (Word, PowerPoint, Excel).
• Knowledge of Treasury and/or Wholesale banking.
• Familiarity with Murex systems, particularly implementation or upgrade experience.

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

EA License No. 01C4394 • RCB No. 200007268E •Derrick Tiew Yong Han EA Registration No. R1877971

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

· Handle full spectrum of Corporate Secretarial work and attend to clients on all corporate secretarial matters

· Know your clients and perform customer due diligence

· Preparation of necessary documents for AGM, EGM, board and shareholders’ resolutions, striking off, etc

· Updating and maintaining of statutory registers

· Filing of documents with ACRA

· Provide advice on compliance requirements and ensure compliance with statutory and regulatory requirements

· EP and work permit applications

· Payroll computation and CPF submissions

· Other corporate and administrative or ad-hoc duties as assigned.

· Prior experience in corporate secretarial work is an advantage

· Ability to work independently with minimal supervision.

· Attention to detail, high degree of accuracy and ability to handle tasks in a prompt and efficient manner

· Good written and oral communication skills in English and Mandarin

· Able to multi-task and work in a fast pace environment

· Proficiency in MS Word and Excel

· Accounting using Xero software

· Handling HR and MOM issues

· Handling IRAS tax clearance matters

Responsibilities:

- Assist and manage comprehensive accounting functions, including AP (Accounts Payable), AR (Accounts Receivable), and GL (General Ledger).
- Handle financial reporting and ensure compliance.
- Conduct financial planning and analysis.
- Manage treasury functions, including cash flow and funds management.

Requirements:

- Experience required.
- Strong knowledge of accounting standards and financial reporting.
- Skilled in accounting software (e.g., Infotech, SQL) and MS Office applications (Excel, Word, PowerPoint).

Benefits:

- Comprehensive benefits (to be discussed during the interview).

[Contract Position]

Accounts administration in compliance with SINDA’s Constitution, Financial guidelines and Singapore Financial Reporting standards. Preparation of accurate Management reports to facilitate effective decision making

Responsibilities:

• Review and validate Purchase Order, Invoices and Goods Received Notes in TenderBoard
• Raise bills in NetSuite as required
• Process all modes of payment transactions per the approved expenditure authorisation matrix
• Review vendor SOAs and reconcile by the due date
• Manage petty cash top up and debit card related transactions in NetSuite
• Manage the donation transactions in NetSuite and prompt management of Donation and Revenue registers
• Assist with month-end accounts closing
• Perform Bank Reconciliations every week
• Assist in the preparation of Financial and Management reports
• Assist with Internal and External Audits as required
• Participate in Divisional and SINDA-wide events when required
• Any other duties as assigned by RO and HOD.

Requirements:

• Minimum Diploma in Accounting or equivalent
• At least 1 year of relevant experience
• Proficient in MS Office (e.g., Excel, PowerPoint)
• Experience in NetSuite and TenderBoard would be an advantage
• Able to work independently and in a team
• Good organisational and time-management skills
• Effective communication and interpersonal skills, including the ability to build and sustain positive relationships with internal and external stakeholders at various levels
• Meticulous with a good work attitude

This is a contract position, convertible to a permanent role subject to the performance and divisional requirements.

Our Welfare

We aim to take care of your well-being.

We provide

• Career development opportunities
• Flexible working hours
• AWS/ Bonuses
• Health insurance
• Wellness programmes

Interested candidates are invited to send their resumes with current and expected salary information.

Only shortlisted candidates will be notified. We thank all applicants for their interest.

Please note that your response to this advertisement and communications with us pursuant to this advertisement will constitute informed consent to the collection, use and/or disclosure of personal data by SINDA to carry out its business in compliance with the relevant provisions of the Personal Data Protection Act 2012. To learn more about SINDA’s Data Policy, please visit https://www.sinda.org.sg/data-policy/

Key Responsibilities:

Giro Deduction and Administration Responsibilities:

• Keep good record of all GIRO documents and filing
• Collaborate with internal departments for vendor registration form submission and other forms as required by clients
• Proactively follow-up with corporate clients and relevant departments to ensure GIRO application is successful
• Generate and maintain deduction schedules using the latest data and approved lists.
• Enter GIRO deductions into the bank portal for each corporate client.
• Prepare and provide deduction details in a format suitable for robotic process automation (RPA) for monthly application in the system.
• Send deduction breakdowns to corporate clients.
• Ensure all GIRO deductions are correctly applied in the system.
• Monitor and resolve discrepancies in GIRO deductions, addressing over-deductions or under-deductions due to corporate cap limits.

Refund Administration Responsibilities:

• Verify refund lists against system records to ensure accuracy and check for outstanding balances before processing refunds.
• Apply refund transactions in the system.
• Correct discrepancies in credit notes by issuing debit notes and creating accurate credit notes.

Admin fee payment responsibilities:

• Populate admin fees based on approved listing provided by operation team
• Collaborate with relevant departments to ensure data is accurate and up-to-date
• Process admin fee payments in a timely and accurate manner
• Verify payment details and ensure all transactions are correctly recorded in financial systems
• Resolve any discrepancies or issues related to admin fee payments promptly
• Preparation and sending of payment advice with accurate breakdowns to clinics for admin fee payments made

Other responsibilities

• Accounts Receivable receipts application into financial systems based on payment advices provided by corporate clients
• Assist in other finance operations as required and any other ad-hoc duties as assigned

Requirements:

• Organized and meticulous to maintain accuracy in documentation
• Ability to work independently and high adaptable to changes in a fast-paced environment
• Proficiency in Microsoft Excel and Microsoft Outlook

The client is an insurance broker firm that partners with private banks to provide wealth management solutions to the UHNW individuals. They are seeking to expand their sales support team so provide greater support to their expanding sales team.

Job Description

• Maintain service standards to develop and improve customer satisfaction and retention
• Ensure that all customer requests are handled in a timely and consistent manner
• Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements
• Support sales team to provide excellent service to high net-worth clients to achieve client retention
• Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers’ requirements and enquieries

Experience & Skills required

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

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

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

• Assist with quarterly RLBE processes

• Support Weekly, Monthly, and Quarterly APAC Commercial Processes

• Lead APAC Weekly Sales Analysis

• Lead meetings with senior leaders and APAC GM

• Work with 14+ countries, gather country level insight to determine risk and opportunity in submission to corporate

• Prepare month end balance sheet commentary and analysis

• Assist in LBE, LBE Confirmations, and Plan presentations to the Division Controller

• Monitor Bad Debt Reserve and partner with Order to Cash team for the APAC to recover past due Accounts Receivables

• Update LBE processes and partner with APAC countries to create easy to use consolidation files

• Quarterly Balance sheet LBEs forecast for APAC countries by county by Balance sheet items.

• Review country P&Ls, Balance Sheet and Cash Convertible Cycles (CCC) for all APAC countries

• Annual transfer price submissions and other Transfer Pricing requests from countries

• Support APAC commercial head with any ad hoc requests received from the Division Controller or others, with any business review information requests, and with assembling presentation decks

• Minimum 1-3 years of experience with focus on Financial Planning and Analysis, preferably within healthcare/pharma/medical device industry

• Experience in budgeting & forecasting is preferred

• This is a 6 months contract role

Description & Requirements

• Develop and implement financial planning processes, including budgeting, forecasting, and variance analysis.
• Provide financial insights and recommendations to senior management to support strategic decision-making and business planning.
• Conduct financial modeling and scenario analysis to assess the impact of different business strategies and initiatives.
• Prepare and analyze financial statements, reports, and dashboards to communicate financial performance, trends, and forecasts.
• Ensure compliance with accounting standards, regulatory requirements, and internal controls.
• Coordinate external audits and reviews, including liaising with auditors and addressing audit findings and recommendations.
• Manage cash flow forecasting, liquidity management, and working capital optimization to meet operational needs and financial obligations.
• Monitor banking activities, reconcile bank accounts, and oversee treasury functions, including investments and debt financing.
• Lead the annual budgeting process, working closely with departmental heads to develop realistic budgets and financial targets.
• Monitor budget performance, identify variances, and implement cost control measures to optimize resource allocation and improve profitability.
• Analyze cost drivers and trends to identify opportunities for efficiency gains and cost savings.
• Identify financial risks and vulnerabilities, assess their potential impact, and develop risk mitigation strategies.

1. In charge of the company entire Accounting department. Overview of quarterly budget, monthly closing, monthly GST submission, monthly cash flow budget.

2. Ensure on time payment to all our suppliers, ensure on time collection of receivable from our clients.

3. Able to traveling oversea to discuss with our clients and collection of any outstanding amount.

4. Training of team member in accounting departments. Review performance of accounts managers.

3. Report to CEO on monthly basis of all kinds of report.

4. Help in yearly accounts closing and in charge for the entire audit process

5. in charge of company finance, including of Commutation with bank to facility of Loans.

Job Description:

The role supports the Compliance team in managing regulatory compliance projects, working with key stakeholders, including the Head of Regulatory Liaison, Conduct and Culture, and the Chief Compliance Officer. The candidate should have strong project management skills, attention to detail, and a deep understanding of regulatory compliance.

Key Responsibilities:

• Plan, execute, and manage regulatory compliance projects, ensuring adherence to timelines and quality standards.
• Provide regulatory compliance advice to management and stakeholders.
• Maintain project documentation, including plans, status reports, and compliance records.
• Serve as the main point of contact for regulatory compliance projects, providing updates to the team and stakeholders.
• Interpret complex regulatory legislation and industry standards.

Job Qualifications:

• 5+ years of regulatory compliance experience, preferably in the insurance industry.
• Proficiency in the Insurance Act, Financial Advisers Act, and industry requirements.
• Strong analytical, problem-solving, and project management skills.
• Excellent communication, organizational, and time management abilities.
• Proficiency in project management tools and Microsoft Office Suite.

Interested candidates, who wish to apply for the above position, please send in your resume to [email protected]

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

This is in partnership with Employment and Employability Institute Pte Ltd (“e2i”). e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives. By applying for this role, you consent to e2i’s PDPA.

Role & Responsibilities:

You are a key financial leader within an organization responsible for overseeing and strategically managing the company's financial operations to ensure its financial health and success. You will act as a bridge between financial data and business decision-making, providing insights and recommendations to guide the company's strategic direction. You will be the bridge between several business units under the Far East Flora Group, working closely with the Chief Financial Officer to enhance the work processes and improve productivity for all the BU’s accounting department.

Duties and Responsibilities:

1. Financial Planning & Analysis:

• Lead the development and management of annual budgets and forecasts, collaborating with various departments to ensure alignment with strategic goals.
• Conduct in-depth financial analysis, identifying trends, risks, and opportunities, and present findings to senior management.
• Evaluate potential investments, acquisitions, and projects, providing comprehensive financial assessments to guide decision-making.

2. Financial Operations & Reporting:

• Oversee the day-to-day financial operations of the company, ensuring efficient and accurate processing of transactions.
• Manage cash flow and working capital to ensure financial stability and optimize liquidity.
• Prepare and present accurate and timely financial reports to internal and external stakeholders, including management, investors, and regulatory bodies.
• Ensure compliance with Singapore Financial Reporting Standards (SFRS), tax regulations, and other relevant financial regulations.

3. Strategic Financial Management:

• Work closely with senior management to develop and implement financial strategies to support the company's growth and profitability objectives.
• Identify and pursue opportunities for cost reduction, profit optimization, and operational efficiency.
• Assess and manage financial risks facing the company, including foreign exchange and interest rate risks.
• Evaluate potential funding sources and capital structure options to support the company's growth initiatives.

4. Leadership & Team Management:

• Lead, mentor, and develop a high-performing finance team, fostering a culture of collaboration, continuous improvement, and professional development.
• Collaborate effectively with other departments to ensure alignment with financial goals and strategies.

Personality traits:

1. Communication and Interpersonal Skills:

• Good communication, listening and presentation skills.
• Possess good interpersonal skills.
• Comfortable in talking to people

2. Independence and Collaboration:

• Able to work independently and work well with others.

3. Motivation and Results Orientation:

• Self-motivated and results oriented.

Expertise:

1. Educational Background:

• Degree or Diploma (with experience) in Accounting, Finance or a related discipline.

2. Analytical and Problem-Solving Skills:

• Strong analytical skills, meticulous, and a good problem-solver.

3. Technical skills:

• Proficient in Microsoft Excel as well as Microsoft Dynamics Business Central.

4. Adaptability and Time Management:

• Able to multitask.
• Able to work in a fast-paced environment

5. Adherence to Processes:

• Good in following procedures and workflows

· Handle full spectrum of Corporate Secretarial work and attend to clients on all corporate secretarial matters

· Know your clients and perform customer due diligence

· Preparation of necessary documents for AGM, EGM, board and shareholders’ resolutions, striking off,etc

· Updating and maintaining of statutory registers

· Filing of documents with ACRA

· Provide advice on compliance requirements and ensure compliance with statutory and regulatory requirements

· EP and work permit applications

· Payroll computation and CPF submissions

· Other corporate and administrative or ad-hoc duties as assigned.

· Prior experience in corporate secretarial work is an advantage

· Ability to work independently with minimal supervision.

· Attention to detail and ability to handle tasks in a prompt and efficient manner

· Good written and oral communication skills in English and Mandarin

· Able to multi-task and work in a fast pace environment

· Proficiency in MS Word and Excel

· Preparation of Accounts in Xero software

· Handling HR and MOM issues

· Handling IRAS tax matters

Job Description:

• Report to the head of finance department.
• Full sets of accounting duties.
• Review monthly accounts.
• Liaise with auditors on statutory audit matters; tax agents/tax authorities on tax submission and tax queries.
• Ensure accurate preparation of the monthly closing and financial reports.
• Responsible for the management reporting, budgeting, and forecasting process.
• Review and enhance the financial management and reporting process.

Job Requirement:

• Hold a bachelor degree in accountancy/ finance or equivalent.
• Minimum 10 years of relevant working experience.
• Good communication and interpersonal skills.
• Bilingual language will be an advantage as we need to oftenly and effectively communicate with overseas stakeholders.
• Have experiences in working in large scale projects.
• 6 days work.

Job Description:

• Report to the head of finance department.
• Full sets of accounting duties.
• Review monthly accounts.
• Liaise with auditors on statutory audit matters; tax agents/tax authorities on tax submission and tax queries.
• Ensure accurate preparation of the monthly closing and financial reports.
• Responsible for the management reporting, budgeting, and forecasting process.
• Review and enhance the financial management and reporting process.

Job Requirement:

• Hold a bachelor degree in accountancy/ finance or equivalent.
• Minimum 10 years of relevant working experience.
• Good communication and interpersonal skills.
• Bilingual language will be an advantage as we need to oftenly and effectively communicate with overseas stakeholders.
• Have experiences in working in large scale projects.
• 6 days work.

We are seeking a Finance Manager to manage the financial operations of the Company. This individual has to ensure the accuracy and integrity of financial reporting, provides strategic financial insights and support decision making to drive business growth and sustainability.

Key Responsibilities:

• Responsible for the day to day account and finance operations
• Prepare and maintain full sets of accounts
• Ensure timely and accurate periodic financial closing and reporting
• Prepare, review and present financial reports and statements to stakeholders in a timely and accurate manner
• Monitor and ensure proper invoicing and monthly payment collections
• Preparation of group consolidation accounts
• Preparation of GST submission
• Handle payroll, CPF submission, yearly tax returns and other related claims
• Responsible for cashflow reporting and projections
• Assist in preparing budgets, forecasts and analysis
• Managing statutory audit and tax compliance process
• Manage 1 direct report
• Liaise with Banks for related banking facilities
• Ensure compliance with internal controls and policies
• Drive continuous improvements in accounting processes, systems and workflows to enhance efficiency and accuracy
• Other ad-hoc duties assigned

Qualification & Experience:

• 5 to 10 years of relevant working experience
• Degree in Accounting / Finance / ACCA or equivalent
• Prior audit experience will be an added advantage
• Experience with accounting software (Netsuite) and CRM (Salesforce)
• Understanding and knowledge of accounting principles, practices, standards, laws and regulations
• Sense of ownership and pride in your performance and its impact on company’s success
• Team player who is driven and able to work in a fast paced environment and under pressure
• Critical thinker and problem-solving skills
• Meticulous and able to multi-task
• Great interpersonal and communication skills

What We Offer:

• Flexible working arrangements (hybrid)
• Opportunity to work in a high impact role at the intersection on AI, SaaS and Compliance / Regulatory intelligence
• Continuous learning and professional development

This will be a 1-year renewable contract based in One North.

Responsibilities

• Work with bank and internal stakeholders on paperwork
• Support and advise internal stakeholders on clarification related to the solution based on policies and guidelines established.
• Discussion with bank to highlight technical issues experienced by internal stakeholders and get resolutions from the bank.
• Internal discussion with IT Division to explore potential enhancement of existing workflow / process to elevate user experience and, efficiency and effectiveness.
• Administrative support on automation initiative(s).
• Meetings coordination, prepare Records of Decisions (RoDs) / Minutes of Meeting (MoMs), monitor action items
• Ad-hoc support on ongoing or exploratory projects (coordination of activities, documenting of feedback, assisting with procurement paperwork with prior year reference).

Requirement

• Diploma holder, preferably in Finance / Accountancy
• 3 years working experience
• Meticulous and organized
• Strong communication skills
• Proficiency in Microsoft Office
• Knowledge of automation tools like PowerAutomate is advantageous

Ethos Search Associates Pte. Ltd.

EA Licence No: 13C6655

EA Reg No: R1988580 Jacky Chong

As part of a finance team who contributes to the ongoing effectiveness and efficiency of the new Real Estate development project, you will conduct the financial management, budget and cost control and forcasting of project development sector within the Group.

Responsibilities:

1.Establish project company’s financial management regulation, develop job responsibilities/scopes and related SOP

2. Daily bookkeeping and ensure accuracy and filing of files in a timely manner

3. Complete the financial statement and annual audit work

4. Manage consolidation and preparation of monthly and quarterly management reports, budgets and forecasts, cost control

5. Establish a financial analysis procedure and model, and report financial status to management regularly

6. Manage statutory filings including financial statements and tax

7. Prepare project capital plan and ensure proper cash flow and allocation of funds, as well as managing capital risks

8. Assist in cost analysis of investment and financing projects, and cooperate with the formulation of investment and financing plans

9. Other adhoc tasks assigned

Requirements:

1. Degree or professional qualification in Accountancy; CFA, ACCA, CPA and other qualifications are preferred

2. At least 3 years working experience in financial management of Real Estate development projects in Singapore, familiar with financing, taxation, cost control and other related to Real Estate development business

3. Familiar with Singapore's financial policies, corporate financial regulations, and procedures, and proficient in relevant financial and tax laws and regulations

4. Strong capabilities in capital management, cost control, risk control and financial analysis

5. Good organization, coordination, communication skills and teamwork spirit, have a strong sense of responsibility

Monday to Friday; Based in HQ

*Responsibilities:*

1. *Portfolio Analysis:*

- Conduct in-depth analysis of investment portfolios and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. *Market Research:*

- Stay abreast of financial market trends, economic indicators, and industry developments.

- Analyze market data to provide insights into investment strategies and potential risks.

3. *Client Interaction:*

- Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.

- Provide regular updates on portfolio performance and recommend adjustments based on client objectives.

4. *Asset Allocation:*

- Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.

- Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.

5. *Due Diligence:*

- Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.

6. *Regulatory Compliance:*

- Ensure compliance with relevant financial regulations and internal policies.

- Stay informed about changes in regulatory requirements and industry best practices.

7. *Performance Reporting:*

- Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.

- Make recommendations for optimizing portfolio performance.

8. *Relationship Management:*

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

9. *Technology Utilization:

- Stay current on advancements in financial technology to enhance operational efficiency.

10. *Continual Learning:*

- Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.

- Pursue relevant certifications to enhance knowledge and credibility in the field.

*Qualifications:*

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

*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.

- 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

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.