At OCBC, we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank and the World’s Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Magazine), we are committed to invest and develop our people. If you are a go-getter with high level of drive, do come and join us today!

As a Premier Banking Relationship Manager, your roles & responsibilities will include:

• Actively acquire and prospect new Premier Banking Offshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Requirements:

• You should have minimum 5 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and show consistent sales performance.
• You must have experience in covering the Thailand markets and/or with relevant portfolio in Thai markets.
• Recognised university degree and possess CMFAS certification (RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• Must be able to communicate effectively in English, Mandarin and/or Thai with offshore clients.
• Exhibit strong interpersonal, communication skills and good at tele-consulting.
• Creative, meticulous and possess the ability to work independently.
• You have the initiative and drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
• Willing to travel for business.

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

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

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

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

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

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

Responsibilities:

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

Qualifications:

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

Education:

• Bachelor’s/University degree or equivalent experience

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

Job Description

1. Operationalizing the strategies designed by Head Office, the incumbent will be the leading person responsible for the overall development of actionable plans and setting clear directions to promote expansion of Private Banking business in the region, including strengthening cross-border linkages and business relationship with Head Office and domestic branches in China.

2. Provide strong leadership to solidify our Private Banking platform to deliver a world class client service and a comprehensive suite of product solutions to the HNW clients, with the aim of exceeding the given budget indicators in line with our Head Office’s and the Branch’s growth strategy.

3. Provide expertise in policy and process reengineering in the private banking business; Maintain high internal control standard of the Bank and ensure the Bank’s compliance policies are implemented effectively.

4.The incumbent should have good grasp of the latest market trends for wealth management business in both local and regional markets, excellent business acumen for translating ideas into results and understanding of the development cycle of wealth management products.

Job Requirements

1.Minimum of eight years of experience in wealth management or private banking business management.

2.Candidates with CFA or CFP qualifications, or experience in multiple roles such as investment banking or financial markets are preferred.

3.Strong market development and high-end client marketing capabilities are required.

4.Adequate written and verbal communication skills in both English and Chinese so as to communicate with Chinese counterparties.

5.Bachelor's degree or above.

Key Accountabilities:

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

Technical:

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

Policy, Process and Procedures:

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

Environment, Customer Focus and Relationships:

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

Our client is in a financial advisory services industry

• Perform day-to-day operations relating to onboarding and offboarding of agents
• Conduct due diligence checks to ensure agents meet regulatory requirements under Fit & Proper criteria
• Put up application lodgement into MASNET upon completion of due diligence check.
• Assist in the Annual Declaration Exercise
• Manage the Client Call Back review & Selected Clients review
• Assist to offboard agents and ensure the internal and external stakeholders are notified.
• Regularly update department's materials, manuals, guides, forms and SOPs
• Support manager with ad hoc administrative matters

Requirements:

• Minimum 2-years experience in Insurance Industry, preferably in agent operations related position
• Customer-oriented with good interpersonal and communication skills
• 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

At OCBC, we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank and the World’s Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Magazine), we are committed to invest and develop our people. If you are a go-getter with high level of drive, do come and join us today!

As a Premier Banking Relationship Manager, your roles & responsibilities will include:

• Actively acquire and prospect new Premier Banking Offshore customers from the North Asia market.
• Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Requirements:

• You should have minimum 2 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and show consistent sales performance.
• You must have experience in covering the North Asian markets (China/Hong Kong/Taiwan).
• Recognised university degree and possess CMFAS certifications (RES1A/RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• Must be able to communicate effectively with Mandarin speaking customers.
• Good English language proficiency at Level 4.
• You exhibit strong interpersonal, communication skills and good at tele-consulting.
• It is essential for candidates to be creative and possess the initiative, drive and ability to work independently and in a team.
• You have the drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
• Willing to travel for business.

At OCBC, we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank and the World’s Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Magazine), we are committed to invest and develop our people. If you are a go-getter with high level of drive, do come and join us today!
As a Premier Banking Relationship Manager, your roles & responsibilities will include:

• Actively acquire and prospect new Premier Banking Offshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Requirements:

• You should have minimum 5 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and show consistent sales performance.
• You must have experience in covering the Indonesia, Malaysia markets.
• Recognised university degree and possess CMFAS certifications (RES1A/RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• Must be able to communicate effectively with Mandarin and/or Bahasa Indonesia speaking customers to effectively communicate with offshore clients.
• You exhibit strong interpersonal, communication skills and good at tele-consulting.
• It is essential for candidates to be creative yet meticulous and has the ability to work independently and in a team.
• You have the initiative and drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
• Willing to travel for business.

This role leads the development and enhancement of insurance products and solutions, collaborating with stakeholders to create innovative solutions and providing high-quality support to the sales team.

Responsibilities

• Define and implement a product vision and strategy based on market research and customer insights.
• Analyze market trends, competitor offerings, and client feedback to identify opportunities for product innovation.
• Collaborate with internal and external stakeholders to position and manage products effectively.
• Ensure alignment between product offerings and company objectives.
• Develop and maintain product marketing materials, including training decks, flyers, pitch decks, and placement tools.
• Support consultants by providing in-depth training and resources to enhance client engagement.
• Maintain an up-to-date product library and ensure accuracy in product comparison tables.
• Provide ongoing updates and enhancements to product offerings to ensure competitiveness in the market.
• Design comprehensive solutions to address client challenges, balancing technical feasibility, business impact, and budget constraints.
• Tailor structured solutions to meet the unique needs of clients, ensuring satisfaction and value creation.
• Provide continuous support and training to sales and consulting teams.
• Act as a subject matter expert, ensuring that teams are well-equipped to utilize and promote solutions effectively.
• Contribute to initiatives aimed at improving the product management ecosystem and operational efficiency.
• Work on enhancing processes to streamline product lifecycle management.
• Fully support the deliverables of product development projects and handle ad-hoc requests as required.

Requirements:

• Bachelor’s degree in Business, Marketing, or a related field.
• A minimum of 10 years of experience in the insurance sector, with a strong understanding of product and solution development.
• Proven ability to manage the product lifecycle and deliver client-centric solutions.
• Strong communication, collaboration, and analytical skills.
• Prior exposure to HNW / Retail insurance product is preferred.

EA License Number: 23C1935 | EA Personnel Number: R1551292

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.

Raffles Place

Mon- Fri 9am-6pm

Up to 4,500 + 1 month bonus

Manning the service hotline/email enquiries and service counter (office hours) for direct clients and financial advisors’ enquiries

Key Responsibilities

•Handle emails and phone calls enquiries such as account opening and general account / transaction-related enquires / issues

•Deliver excellent customer service, provide prompt and accurate advice to clients/advisors with the aim of achieving first call resolution

•To make following up calls/emails to customers/advisors on account opening applications /Transfer requests/3rd party payment

•Call verification to update client details, form amendments and reset password for accounts etc.

•Other ad-hoc admin and follow-up tasks assigned

•Attend to walk-in customer at our customer service centre

•Work closely with various departments and other CS team members

To apply:
Email your resume to:

• Basic Salary $2800 + Commissions + Great benefits such as 21 days of Annual Leave and Birthday Leave
• Rewarding Incentives: Monthly incentives with high-income potential tied to performance
• Skills Development: An opportunity to enhance communication and active listening skills in a professional setting
• Career Growth: A structured environment with growth and development opportunities
• Supportive Culture: Guided training, coaching, and mentoring to ensure efficiency and success in the role
• Dynamic Environment: Be part of a vibrant and results-driven team where achievements are recognized and rewarded

Work Location:

Raffles Place

Responsibilities:

• You will have the opportunity to market personal line products to banking customers through outbound efforts (Leads provided)

• Provide exceptional service for inbound sales inquiries

• Achieve sales target KPIs, call quality and operational standards

• Identify opportunities for cross-selling and up-selling

• Handle and follow up with customer enquiries with confidence

• Convert leads provided by the bank to sales through telemarketing activities

• Ensure calls are conducted with full adherence to regulations and in line with Quality Assurance standards

Working Hour:

Mon to Fri, 9am to 6pm

Thank you!

Glendon Toh

Cornerstone Global Partners

EA: 19C9859

Reg no: R1982182

EMPOWERING PEOPLE TO MAKE A DIFFERENCE

At Howden, we employ talented individuals and empower them to make a real difference to the company, whilst building successful and fulfilling careers.

The entrepreneurial atmosphere is one of the biggest reason people love to work for us. We are a leading independent, global insurance brokers but have a noticeably flat hierarchy. It doesn’t matter how junior or senior, anyone with a good idea will be heard. This means our employees can shape their own career paths and determine their own success.

This atmosphere attracts the brightest talent in the market. If that includes you, get in touch.

Job role: Assistant Manager to Manager (Insurance Broking)

Department: Major Corporate, Howden Singapore

A LEADING GLOBAL INDEPENDENT BROKER

Howden is a specialist commercial insurance broker. Its regional footprint covers Singapore (regional headquarters), Malaysia, Hong Kong, Indonesia, Thailand, and Philippines. It is part of the London-headquartered Howden Broking Group, a leading independent, global broker with offices in over 30 countries worldwide.

YOUR RESPONSIBILITIES:

· Manage and develop a portfolio of client accounts

· Build and maintain strong relationships with clients, understanding their insurance needs and providing tailored solutions

· Preparation and presentation of insurance proposals, quotations and renewals

· Handle client inquiries and resolve issues

· Collaborate with underwriters and other internal teams to deliver best solutions for clients

· Conduct regular reviews of client accounts to ensure optimal overage and identify opportunities for cross-selling and up-selling

· Stay updated on industry trends, regulatory changes, and market conditions to provide informed advice to clients

· Foster a cohesive and collaborative team culture within the division as well as across the company

JOB SCOPE

· Demonstrate knowledge and expertise in Corporate Insurance, specifically in Property and Casualty; additional experience in Marine and Construction insurance will be advantageous.

· Analyse client needs and risk exposures specific to these industries and recommend appropriate insurance products and services

· Ensure compliance with industry regulations and standards in all dealings with clients and insurers.

OUR REQUIREMENTS:

· Enjoys working with people and building relationships with people

· Meticulous and mindful of deadlines

· Detail-oriented with strong organizational and problem-solving skills

· Ability to work independently and as part of a team

· Experience in Corporate insurance with a minimum of 5 years in an insurance or broking firm or similar capacity

· Experienced in MNC accounts and/or handling tenders will be an advantage.

· A diploma / degree holder in any discipline and/or professional insurance qualifications, i.e. ACII, DGI or BCP, PGI, ComGI Certifications

· Applicants keen on a career change, and have applicable experience from related industries, may apply.

· Good understanding and knowledge of local statutory insurance requirements

YOUR BENEFITS AND SALARY:

· Commensurate with qualification and experience

· Working in a collaborative environment with excellent learning opportunities

Job Summary

We are seeking a passonate Manager, Life & Health Insurance Product Development to join the team to collaborate closely with the Product Lead to drive the end-to-end development of life and health products. This is an exciting opportunity to contribute to the growth and innovation of the product offerings and strategies.

Mandatory Skill-set

• Degree in Business Administration/ related fields;
• Possesses 7-10 years of experience in life and health insurance, including product development, pricing, proposition development, and project implementation;
• Strong experience and knowledge of Singapore's health and life insurance products, regulations, and the latest industry developments;
• Strong conceptualization and analytical skills to develop competitive concepts of products and services;
• Good leadership skills, proven experience in managing cross-functional projects;
• Analytical, detail-oriented, results-driven, and able to work under tight timelines;
• Excellent communicator, with the ability to collaborate effectively with multiple stakeholders.

Desired Skill-set

• Insurance qualifications such as CIP, CFP, LIS, or actuarial qualifications ( ASAS / FSAS ).

Responsibilities

• Conduct market research on new product developments and analyze market trends to provide insights for product innovation;
• Monitor market developments and identify trends, differentiating product propositions, and competitive comparisons to support new product development initiatives;
• Organize and conduct focus groups with distribution teams and customers to test new product ideas and gather feedback on existing products;
• Draft and update product specifications and prepare presentations for the Executive Committee’s evaluation and approval;
• Collaborate with key stakeholders from various teams (e.g., distribution, operations, actuarial, and product marketing) to incorporate inputs into the product proposition, manage deliverables, and resolve implementation challenges;
• Prepare product launch training materials, update product-related documents (such as product summaries and factsheets), and review policy contracts, product/fund materials, and FAQs;
• Draft and communicate product launch announcements;
• Monitor and assess product performance post-launch;
• Manage and coordinate regulatory requirements and developments related to product development;
• Support the Product Lead in reviewing product performance and marketing initiatives, including campaigns and material reviews, and provide relevant inputs.

Join Our Growing Team!

The SKYLINK Group is a premier all-in-one mobility solution provider for retail sales of passenger cars and commercial vehicles, all vehicle leasing, Motor insurance, credit Hire Purchase financing, Motor workshop with full capacity of MRO (Maintenance, Repair and Overhaul) services, and vehicle body engineering works for all commercial and passenger vehicles.

Since 2017, SKYLINK Group has been rapidly expanding its offerings and fleet. We have served over 5,000 corporate customers including major industry leaders in logistics, distribution, F&B, marine, construction, sanitation, and government services.

With a commitment to fleet modernization, we have expanded our offerings to EV and Hybrid vehicles, and continuously aspire to provide greater value to our customers.

Be a part of the SKYLINK family and kick-start your career growth and progression in the mobility space today.

Job Descriptions:

• Provide advisory roles for insurance related inquires
• Provide quotation for customers and advise the best insurance and its products
• Administer documentation for cost, claims and Issuance of Cover Note, Insurance Certificate and Invoicing to customer
• Follow up with customers on Payment collection from customer
• Follow up with existing customers base for policy renewal
• Follow up with customers and insurance companies for payment of Excess pertaining to own damage claims and repair costs pertaining to third-party claims
• Liaise with all parties, mainly workshop and insurance partners for accurate information provide to customer and prompt repair of the vehicle
• Effectively handle multiple priorities, organize workload, meet deadlines and perform detailed daily record keeping and reporting
• Ensure all customer issues or complaints reported are resolved and addressed in a timely manner to ensure customer satisfaction
• Weekly and monthly updates and report to Directors

Requirements:

• At least 3 Year(s) of working experience in the related field is required for this position
• Possess General Insurance Certificates (BCP, PGI and CommGI), Health Insurance (HI) certificates is an advantage.
• Bilingual (Mandarin and English) to liaise with Chinese clients
• Good interpersonal and communications skills with the ability to build strong client relationship
• Meticulous with a flair for details, multi-task and highly committed
• Able to prioritise, articulate issues, problem identification, evaluation, and provide resolution
• Team player with self–discipline and willing-to-learn qualities

BENEFITS

* Birthday Leave

* Medical & Dental claimable + Insurance Coverage

* Team Bonding & Activities

* Easy access working location

* Career Progression

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.

- 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

We are the makers of possible

BD is one of the largest global medical technology companies in the world. Advancing the world of health™ is our Purpose, and it’s no small feat. It takes the imagination and passion of all of us—from design and engineering to the manufacturing and marketing of our billions of MedTech products per year—to look at the impossible and find transformative solutions that turn dreams into possibilities.

Why Join Us?

A career at BD means learning and working alongside inspirational leaders and colleagues who are equally passionate and committed to fostering an inclusive, growth-centered, and rewarding culture. You will have the opportunity to help shape the trajectory of BD while leaving a legacy at the same time.

To find purpose in the possibilities, we need people who can see the bigger picture, who understand the human story that underpins everything we do. We welcome people with the imagination and drive to help us reinvent the future of health. At BD, you’ll discover a culture in which you can learn, grow and thrive. And find satisfaction in doing your part to make the world a better place.

Become a maker of possible with us!

Job Summary

As a Finance Partner (Supply Chain), you're confident, highly motivated, and a self-starter. You will play a critical role in driving results for Greater Asia Operation Finance team focusing on Supply Chain Finance Partnering activities.

You will manage and improve processes relating to analysis, and communication of financial and operational data relating to several components of the business’ operations: capital, inventory, and supply chain key financial metrics.
This is a highly visible position that requires a blend of accounting, FP&A and business acuity. You will work closely with Country, Region and Global Finance to achieve common business goals.

Job Responsibilities

• Actively participate in the formulation of Supply Chain strategies, objectives and plans impacting Business by providing financial expertise, pro-active insights, problem solving, counsel and recommendations
• Manage costs by providing timely financial analysis and highlight monthly performance variances, work with Countries to actively manage risks and opportunities profile. Proactively work with key supply chain stakeholders to create contingency plan and scenario’s / options to meet expectations and recommending immediate corrective actions to improve cost efficiencies in achieving business goals
• Provide financial expertise in supporting key business & investment decisions in Supply Chain network changes. Partner with Vice President of Supply Chain, Greater Asia within Integrated Supply chain networks, in driving demand driven agile Supply Chain Function. Review opportunities in cost and cash area with a holistic business perspective.
• Lead overall planning and analytics (annual Strategic Review, annual Budget, quarterly Financial projections) on supply chain Total Spend and inventory metrics, including providing overall guidance on annual budget freight & duties establishment process, inventory planning process. Support supply chain forecast through deep-dives and understanding of different costs drivers, different contractual models and causes of price impact.
• Be a key finance resource for Regional Business Finance partners to understand the financial implications of major supply chain projects impacting business outcomes.
• Ensure that the supply chain organization has adequate financial acumen and understanding of policies and procedures through regular and effective training and presentation of relevant finance initiatives, policies and procedures.
• Supports FP&A Director (Operations) to develop and align Greater Asia time lines, deliverables and strategic end to end projects, collaborate with Shared Services and Global Finance.

Preferred Requirements

• Degree Holder in Business or Accounting or CIMA.
• Minimum 5 years relevant working experience in Management Accounting or Business Analysis.
• Candidate must be self-motivated, able to work in a fast-paced working environment, work independently and collaboratively in a matrix organisation.
• Ability to work on multiple projects at a time, focused on the details while finding creative ways to solve big picture challenges.
• Results oriented with the ability to drive outcomes through simplified process leveraging on technology. (Power BI dashboards visualization & analysis, SAP BPC)
• Pro-active, able to meet tight timelines, high level of integrity. Excellent interpersonal, communication skills and continuous improvement growth mindset.
• Candidates with supply chain finance partnering experiences in multi-national companies will be an added advantage.

Click on apply if this sounds like you!

Becton, Dickinson and Company is an Equal Opportunity/Affirmative Action Employer. We do not unlawfully discriminate on the basis of race, color, religion, age, sex, creed, national origin, ancestry, citizenship status, marital or domestic or civil union status, familial status, affectional or sexual orientation, gender identity or expression, genetics, disability, military eligibility or veteran status, or any other protected status.

To learn more about BD visit: https://bd.com/careers

VFlowTech (VFT) is reinventing energy storage with Vanadium redox flow technology, with a vision to develop the cheapest and most scalable Vanadium redox flow batteries in the world. VFT solution is proven to be one of the safest, most durable and environmentally friendly battery technologies.

VFT is a spin-off of the CleanTech lab of Nanyang Technological University (NTU), Singapore, and benefits from unique IP arising from many years of intensive research at NTU. VFT founders and management team have deep experience in the renewable space, and Vanadium redox flow technology.

We are looking for a Finance/Accounts intern with strong execution and organizational skills and are willing to go the extra mile. This position reports to the Senior Finance Manager and interfaces with internal stakeholders and Finance staff.

• Recommends improvement actions by analyzing real financial data and supporting new system implementation.
• Participate in automation and digitalisation initiatives to improve financial insights and reporting processes.
• Build and maintain financial models to support financial projections.
• Assist in preparation of key decision-making tools for management.
• Assist and prepare any required tools in the management reporting or decision process, including ensuring accuracy of data and format for submission.
• Provide accounting support including all month end closing process to ensure books are closed on time and accurate.
• Prepare invoices, update accounting files, as and when required.
• Ensure timely, accurate data entry, filing and recording of financial information.
• Perform billing and administrative duties.
• Liaise with suppliers on payment matters.

Role Requirements:

• Graduated/about to graduate in Business, Accountancy, or a related field.
• Prior work experience with finance or accounts is a plus.
• Competent in handling of MS Office applications (in particular MS Excel and MS Word).
• Commitment, ability to work independently, motivated and accurate.
• Receptive to feedback and eager to learn.

Interested candidates are encouraged to send their CV to [email protected] with the subject line: "Finance Intern – VFlowTech." or you may apply via portal.

PrimeStaff Group has been in the recruitment industry for the last 29 years, with the sole objective of providing good quality services in recruitment, human resource solutions and development to employers as well as to individuals. With more than over two decades of experiences, we operate across the public and private sectors and spans across the Asia Pacific region. We have succeeded in transforming a conventional business concept into one that embraces technology, without sacrificing that all-important personal touch. We are passionate about people and our commitment to service excellence speaks for itself.

Hiring preference:

1. Based in Singapore
2. Remote from Malaysia

Responsibilities:

• Hands-on experience for full spectrum of finance functions (AP, AR, CB, GL and reconciliation) and maintaining full set of accounts
• AR function include sales invoices preparation and liaison with Payroll team on the information provided; follow up with clients and internal consultants on the arrears
• Responsible for monthly management reporting and annual statutory financial reporting
• Responsible for quarterly GST returns preparation and submission
• Support forecasting and budgeting exercises
• Ad hoc statutory statistics and surveys submission from relevant authorities
• Timely preparation and sending out of sales invoices upon received from Payroll team
• To improve the follow up and reduce the outstanding debtors listing
• Timely and accuracy of monthly and annual financial closing and reporting
• Timely and accuracy of quarterly GST returns preparation and submission

Work Relations & Key Stakeholders:

• Internal: business leaders and payroll team (shared services)
• External: clients, auditors, tax and corporate secretarial agents and government agencies

Requirement:

• Experience with use of accounting software; knowledge on XERO will be an advantage
• Proficient with Microsoft Office and Teams
• Diploma or Degree in Finance or Accountancy or equivalent studies
• A minimum of 2 years’ hands-on experience in full spectrum of finance and accounts functions.

Desired characteristics & personality:

• Meticulous, able to multi-task and work in fast-paced environment.
• A team player with can do attitude.
• Uphold professional values and conducts with strict confidence

Shortlisted Candidates will be Notified and Contacted!

PrimeStaff Management Services Pte Ltd

EA License No.: 95C5411

EA Personnel Reg: R21103524

Join Our Growing Team!

The SKYLINK Group is a premier all-in-one mobility solution provider for retail sales of passenger cars and commercial vehicles, all vehicle leasing, Motor insurance, credit Hire Purchase financing, Motor workshop with full capacity of MRO (Maintenance, Repair and Overhaul) services, and vehicle body engineering works for all commercial and passenger vehicles.

Since 2017, SKYLINK Group has been rapidly expanding its offerings and fleet. We have served over 5,000 corporate customers including major industry leaders in logistics, distribution, F&B, marine, construction, sanitation, and government services.

With a commitment to fleet modernization, we have expanded our offerings to EV and Hybrid vehicles, and continuously aspire to provide greater value to our customers.

Be a part of the SKYLINK family and kick-start your career growth and progression in the mobility space today.

Job Descriptions:

• Provide quotation for customers and advise the best insurance and its products
• Provide advisory roles for insurance related inquires
• Administer documentation for cost, claims and Issuance of Cover Note, Insurance Certificate and Invoicing to customer
• Follow up with customers on payment collection from customer
• Follow up with existing customers base for policy renewal
• Follow up with customers and insurance companies for payment of Excess pertaining to own damage claims and repair costs pertaining to third-party claims
• Liaise with all parties, mainly workshop and insurance partners for accurate information provide to customer and prompt repair of the vehicle
• Effectively handle multiple priorities, organize workload, meet deadlines and perform detailed daily record keeping and reporting
• Ensure all customer issues or complaints reported are resolved and addressed in a timely manner to ensure customer satisfaction
• Weekly and monthly updates and report to Directors

Requirements:

• At least 3 Year(s) of working experience in the related field is required for this position
• Possess Basic Insurance Concepts and Principles (BCP), Commercial General Insurance (CGI) & Personal General Insurance (PGI) Certificates is an advantage
• Good interpersonal and communications skills with the ability to build strong client relationship
• Meticulous with a flair for details, multi-task and highly committed
• Able to prioritize, articulate issues, problem identification, evaluation, and provide resolution
• Team player with self–discipline and willing-to-learn qualities

Responsibilities:

• Data entry for all the accounts payable/accounts receivable invoices and ensure that invoices are recorded using the appropriate account codes.
• Process outgoing payments in compliance with financial policies and procedures
• Matching and posting of payments from debtors in system
• Prepare AR/AP ageing reports
• Prepare monthly bank reconciliations
• Ensure billings to companies/inter-companies are done on a correct and timely basis
• Manage company ledgers and assist in closing the books monthly.
• Checking on staff claim and company credit card expenses
• Filing of documents and update of files
• Assist with audit completion and handling auditor queries during annual audit
• Other duties as assigned by the departmental manager.

Requirements:

• Nitec/Higher Nitec/Diploma
• Minimum 1 year of relevant work experience preferred
• Positive working attitude, proactive, accurate and meticulous
• Proficient in Microsoft Office (Word and Excel)
• Good communication and interpersonal skills
• Preferable able to start work immediately/within short notice period.

Salary will commensurate with experience and skillset

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.

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

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.