• 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.

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

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.

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.

Key Responsibilities:

1. Financial Reporting and Analysis

• Oversee Accounts staff in administering the overall financial functions and ensuring timely preparation of monthly, quarterly, and annual financial reports.
• Present findings, financial performance, and recommendations to senior management.

2. Strategic Financial Planning and Advisory

• Participate in financial planning and provide strategic advice to the Managing Director on financial-related matters.
• Collaborate with department heads to align financial planning with company objectives and drive profitability.

3. Budgeting and Forecasting

• Lead the budgeting and financial forecasting processes, ensuring alignment with business goals and targets.
• Work closely with relevant departments to monitor budget adherence and control costs.

4. Financial Control, Tax, and Compliance

• Handle all corporate tax and GST matters, ensuring compliance with local tax regulations.
• Maintain and enforce finance policies, internal controls, and regulatory compliance.
• Supervise Accounts Payable (AP) and Accounts Receivable (AR) functions, ensuring accurate invoicing, collections, and vendor payments.

5, Cash Flow and Credit Management

• Manage cash flow requirements, oversee credit control, and optimize working capital.
• Monitor bank balances, manage payments, and coordinate with banks on financing and foreign exchange as required.

6. Financial Operations and Process Improvement

• Identify opportunities for process enhancements to improve financial efficiency, reporting accuracy, and operational effectiveness.
• Leverage financial technologies to streamline processes and support faster reporting.

7. Team Leadership and Collaboration

• Supervise junior finance staff, providing mentorship and fostering a collaborative work environment.
• Work closely with other departments (e.g., Sales, Operations) to align financial processes and support cross-functional objectives.

8. Ad-hoc Financial Support

• Provide financial analysis for ad-hoc projects and business decisions as required by management.
• Participate in strategic initiatives by providing financial perspectives and data-driven insights.

Requirements:

• Education: Degree in Finance, Accountancy, or a related discipline; professional certifications such as CPA/CA are preferred but not required.
• Min 5 years of relevant experience in finance, specifically within the retail sector.
• Strong understanding of financial reporting, budgeting, and retail-specific financial controls.
• Proven ability to handle full-spectrum accounting, including AP, AR, and financial reconciliation.
• Proficiency in financial software and advanced Excel skills.
• Analytical mindset with the ability to interpret complex financial data and deliver insights.
• Excellent communication skills, capable of conveying financial information to non-financial stakeholders.
• High attention to detail, with a proactive approach to identifying and solving financial issues.
• Ability to work independently and collaboratively, balancing hands-on responsibilities with team leadership.
• Proficiency in English and Mandarin is preferred, given the need to liaise with internal and external stakeholders.

Job scope

• Perform daily and month end checks on data in Risk Data including updates of reconciliation reports.
• Follow-up and resolve reconciliation breaks.
• Facilitate requirements workshops to engage the various stakeholders such as risk reporting and engines users as well as front office users to elicit and validate business requirements.
• Lead and manage issues, and ensure all requirements have proper traceability.
• Leverage the subject matter experts across technology and business in delivery of structured and well-thought through solutions.
• Become an effective “bridge” between users and technology.
• Participate in Risk Data Production tools and capabilities improvement enhancement.
• Respond promptly to issues raised, through good understanding of business, operational and technical considerations, and recommend sound solutions.

Job requirement

• Bachelor’s degree in IT, Computer Science or any equivalent
• At least 3 years of experience in Business Analyst role.
• Good to have experience working in banking or financial industry
• Well versed in MS Office: Word, Project, Excel, Visio, and PowerPoint.
• Excellent interpersonal skills with the ability to liaise with senior stakeholders.
• Excellent written and oral communications to explain and collaborate on requirements
• Good team player with excellent interpersonal skills.

Thank you for your interest!

We respect your privacy and all communication will be treated with confidentiality. If you wish to know more about this position or explore other roles, please prepare your updated profile and get in touch with our consultant at [email protected]

Cristina Malabuyoc Malijan EA License No. 02C3423 Personnel Registration No. R1111547

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 ManpowerGroup Singapore for the purpose of carrying out its business, in compliance with the relevant provisions of the Personal Data Protection Act 2012. To learn more about ManpowerGroup's Global Privacy Policy, please visit https://www.manpower.com.sg/privacy-policy

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)

• Working Location: Mountbatten
• Working Hours: 8am to 5pm/8.30am to 5.30pm/9am to 6pm/930am to 630am (flexi)
• Working Days: Monday - Friday
• Salary Range: $3,500-$4,000

KEY ROLE(S), RESPONSIBILITIES AND DUTIES

• Assist in investment operations and execution on the platforms
• Assist in portfolio management and strategic rebalancing of portfolio
• Assist in investment market and economic research in portfolio design
• Assist in managing and updating of Investment related documents
• Administrative support to the Investment Committee
• Prior Experience in a Capital markets License company would be beneficial

EDUCATION AND EXPERIENCE

• Min 3 yrs work ex is preferred
• Degree holder specifically in banking finance
• Good working knowledge in investment management & portfolio management

Leong Jia Qi Reg No. : R24124746

The Supreme HR Advisory Pte Ltd EA No. : 14C7279

About the Department

The Group Finance Corporate Services (GFCS) has established a Business Risk & Control Management (BRCM) function to strengthen its operational risk management practices. A critical part of the BRCM mandate is to conduct independent control testing on key processes, identifying issues early and enhancing operational controls as needed. Contract resources are required to perform this control testing on a periodic basis (monthly/quarterly) and to provide findings and recommendations to GFCS BRCM and stakeholders for implementation.

What we are looking for

1. Organize and deliver the people development and engagement agenda such as to plan and execute training programs, plan and organize conference/town hall/staff engagement events and activities, prepare and maintain staff communications/newsletters/websites, prepare presentation materials, and ad-hoc activities under the Group CFO Office.

2. We are looking for candidates who are driven and self-motivated with good stakeholder management, communication and project management skills. The candidates should also be a team player and with passion to drive people development and staff engagement events/activities. More than 5 years of experience in banking/finance/audit will be preferred.

Responsibilities

1. Corporate Training & Development:

• Develop and deliver engaging training programs, workshops, and seminars for employees.

• Create and maintain corporate training materials, presentations, and e-learning modules.

• Conduct training needs assessments to identify skill gaps and training requirements. Utilize various training methodologies and technologies to ensure effective learning experiences.

• Evaluate training program effectiveness and make continuous improvements.

• Provide coaching and feedback to employees to support their professional development.

• Stay up-to-date with industry trends and best practices in training and development.

• Collaborate with subject matter experts (BRCM) to develop specialized training content.

2. Corporate Events Management:

• Organize corporate events (e.g., CFO conferences), liaise with event vendors, and manage stakeholder relationships.

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)

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.

Our client is in a financial advisory services industry

• Managing daily requests for unit trust transfers, from initiation of request to completion
• Effective management and resolution of failed transfers
• Ensure adherence to established procedures, control guidelines, market regulations and compliance framework during processing
• Attend to mailbox enquiries
• Account maintenance such as onboarding and updating assignment of Firms and Financial Advisors
• Ensure compliance with all applicable regulations, established procedures and framework during processing
• Ad hoc tasks as assigned by Line Manager

Requirements:

• Minimum Diploma with 1-year experience in Insurance Industry, preferably in agent operations related position
• Customer-oriented with good attention to details
• Possess working knowledge in Microsoft Excel, Word and PowerPoint

Interested applicants are welcome to email detailed resume to: [email protected]

EA Licence No.: 99C4599

EA Personnel Registration: R1104662

EA Personnel Name: Celine Tan Si Ling

Note that only shortlisted candidates will be notified

Income's Actuarial team has been at the forefront of digitisation, innovation, and embracing the future of work. As today's business problem becoming more complex and uncertain, we acknowledge the importance of being adaptable and open to learning in solving the right problem. We adopted agile and design-thinking principles in delivering our projects at work and play a key role in enabling the organization strategic goals.

You will be an integral member of the Actuarial General Insurance team, who will work in collaboration with other key team members, the Finance Department and Business Department on key functions pertaining to General Insurance valuation and IFRS17 reporting. This role will expose you to how Actuarial could take customer-centric perspectives and iterative prototyping approach to solve complex problem more effectively. You will also get to apply new technology and data analytics to automate actuarial work as well as providing impactful insights to our business partners.

• Develop actuarial models and budgeting tools for IFRS 17 business plan for General & Group insurance. Close collaboration with cross functional teams to develop, maintain and refine business plans and financial forecasts.
• Develop and enhance IFRS 17 models and workflows to automate actuarial work processes
• Conduct studies for IFRS 17 assumptions and assess the impact of IFRS 17 on profitability of the business.
• Opportunity to learn, develop and apply actuarial expertise in the new accounting standard; opportunity to get holistic exposure to company business and strategy.
• Support IFRS 17 team in financial reporting and ad-hoc projects

Requirements:

• Bachelor Degree with Actuarial Science or equivalent with good actuarial professional paper progression
• Good progress in actuarial qualifications with 2 - 3 years of relevant experience in General Insurance actuarial function
• Proficient with Microsoft Office and data software such as Alteryx
• Experience in GI valuation and IFRS17 reporting will be an advantage
• Strong team player who is adaptable, open to a dynamic working environment and willing to learn and explore new ways of working
• Meticulous and strong analytical skills

Responsibilities

• Handle premium notice and renewal
• Follow up on the claim with the insurer, hospital, and clinic.
• Client Servicing - Birthday Listing of Client.
• Do Insurance and Investment Submission-Related Paperwork
• Prepare Investment and Insurance Docs for Client Review
• Update the client’s Customer Knowledge Assessment via the insurer portal
• Take calls and assist clients with queries by checking with the superior or account manager of the insurer.
• Update Monthly Expenses
• Mail Documents
• Assist with ad-hoc tasks as 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.

Scrum Master/Product Owner (Life Insurance)

This is an opportunity for the successful candidate to contribute towards meeting the customer leads for one of the leading life insurers.

The Scrum Master/Product Owner in the Life Insurance Product Implementation Team is responsible for managing the end-to-end delivery of life insurance products, including compliance with governance, scope, budget, and risk management.

This role involves working within an Agile team to prioritize backlogs, define user stories, and collaborate with stakeholders to ensure successful product delivery for an established global life insurance company.

Key Responsibilities:

• Manage the full life insurance product life cycle, ensuring alignment with governance, timeline, and budget, with proper risk controls.
• Own user stories and backlogs to prioritize builds, ensuring the scope and acceptance criteria is clearly understood and aligned with key objectives
• Ensure products meet compliance and business requirements, including regulatory approvals, governance requirements, Operational risks requirements, non-functional requirements, and implementation and market adoption requirements.
• Engage with internal and external functions including service delivery, and vendors.
• Communicate regularly with platform and key stakeholders and report progress, ensuring all parties maintain visibility of the backlogs.
• Act as an escalation point for blockers and dependencies. Resolve blockers and facilitate team collaboration as well as mitigate risks to delivery outcomes.

Requirements:

• At least 6 years of experience in life or health insurance product management.
• Strong business and technical knowledge, with strong expertise in Agile methodologies and tools (Jira, Confluence).
• Proven ability to influence C-suite stakeholders and manage complex projects.
• Excellent decision-making, communication, and teamwork skills.

Argyll Scott Consulting Pte Ltd

About Perx:

Perx Technologies introduces the world’s first intelligent, autonomous loyalty and customer engagement solution. Headquartered in Singapore, the platform synergises gamification, behavioural science, and AI to support brands in elevating customer actions and interactions using data-driven experiences.

By designing customised, incentive-driven journeys, Perx Technologies simplifies customer acquisition, activation, monetisation, and growth, cultivating enduring loyalty and remarkable user experiences and solidifying its position as an industry trailblazer.

Quick Snapshot:

We are seeking a detail-oriented and experienced Finance Manager to join our dynamic team. This role involves managing various aspects of accounting, finance, payroll, and compliance to support our business operations. If you have a strong background in accounting and finance and thrive in a fast-paced environment, we would love to hear from you.

What’s the role?

Accounting Management

• Prepare and manage monthly management accounts, schedules, and financial reports.
• Handle billing and accounts receivable (AR) management, including client supplier portals.
• Oversee payments, accounts payable (AP), and vendor management.
• Manage cash flow, bank accounts, and other payment platforms.
• Prepare and submit GST reports to IRAS and address adhoc GST-related queries.
• Respond to government surveys and miscellaneous queries.
• Provide support for government grant applications and administration.
• Liaise with auditors and manage tax matters and related queries, ensuring timely closure.
• Assist with ad-hoc accounting/finance matters and reporting.

Payroll Management

• Timely processing of payroll and all related statutory contribution matters.
• Review, approve, and export claims from Expensify for payroll purposes.
• Administer payroll-related payments, including standard and ad-hoc CPF payments.
• Manage submissions and claims for National Servicemen (if applicable).
• Prepare and distribute IR8A income tax forms for government submission.
• Administer government-related claims and submissions (e.g., childcare, NS leave claims).

Financial Administration and Corporate Affairs

• Oversee and manage financial administrative tasks, including coordination with HR, corporate secretarial teams, and external accounting and financial partners.
• Serve as a liaison between internal departments and external stakeholders to ensure accurate and timely execution of financial and administrative processes.
• Provide robust support in corporate governance matters, working closely with the Chief Financial Officer (CFO) to uphold compliance with regulatory standards and internal policies.
• Collaborate with corporate legal advisors to ensure adherence to statutory and regulatory requirements, including filings, board resolutions, and other corporate secretarial tasks.
• Assist in the development and implementation of governance frameworks, policies, and procedures to strengthen organizational compliance and operational efficiency.

Who are we looking for?

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• At least 5 years of experience in financial management, corporate governance, and compliance. SaaS startup experience is a plus.
• Strong understanding of corporate secretarial practices and regulatory requirements.
• Exceptional organizational and communication skills, with a high degree of attention to detail.
• Ability to work collaboratively with internal teams and external advisors to manage complex tasks effectively.

What’s on offer?

• Competitive salary and benefits package.
• A flexible work culture where we embrace a fully remote or hybrid work environment.
• Collaborative environment and the opportunity to work with a leading player in the Martech and Fintech space.
• Opportunity to work with global and regional tier-one enterprises in the banking, retail, insurance, and telecom sectors.
• Excellent career development opportunities and internal mobility for cross-functional pathways are embedded in our culture.
• Work with a globally hand-picked talent pool of passion-driven people who power some of the largest brands globally, leveraging Perx’s SaaS platform to engage with 50Mn+ consumers daily.

Unlock the future of customer engagement with us! Explore the thrilling fusion of gamification, behavioural science, and AI, where your work will empower businesses to acquire, engage, monetise, and retain customers through cutting-edge, data-driven experiences.

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

• Working Location: Mountbatten
• Working Hours: 8am to 5pm/8.30am to 5.30pm/9am to 6pm/930am to 630am (flexi)
• Working Days: Monday - Friday
• Salary Range: $3,500-$4,000

KEY ROLE(S), RESPONSIBILITIES AND DUTIES

• Assist in investment operations and execution on the platforms
• Assist in portfolio management and strategic rebalancing of portfolio
• Assist in investment market and economic research in portfolio design
• Assist in managing and updating of Investment related documents
• Administrative support to the Investment Committee
• Prior Experience in a Capital markets License company would be beneficial

EDUCATION AND EXPERIENCE

• Min 3 yrs work ex is preferred
• Degree holder specifically in banking finance
• Good working knowledge in investment management & portfolio management

Leong Jia Qi Reg No. : R24124746

The Supreme HR Advisory Pte Ltd EA No. : 14C7279