The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services.

Roles and Responsibilities

• Engage and prospect new offshore clients in regions such as SEA, North Asia & South Asia.
• Understand the financial needs of clients and provide them holistic recommendations & solutions.
• Consistently update clients on the latest market trends and information regarding their insurance & investment portfolio
• Work closely with internal stakeholders (investment specialist, banca specialist etc) to curate personalised solutions for clients.
• Uphold the bank’s customer service standards and comply with all compliance and regulation standards.

Skill and Requirements

• Minimum Diploma required
• Minimum 5 years of wealth management experience
• Strong sales track record
• Strong understanding of cross border regulations
• Strong understanding of financial markets & market trends
• Strong communication & interpersonal skills

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

Responsibilities

• Assist in accounting entry

• Handle administrative task

• Attend to billing inquiries from customers

• Prepare weekly billing reports

• Checking invoices, debit and credit notes

• Assist in any audits matter

• Collating of information and key into the system

• Simple filling and sorting out documentations

• Assist in report compilation

• To perform documentation work (from receiving, distribution, filling to archiving and disposing of documents)

• Any other ad-hoc as assigned or requested by the superior

Requirements

• Diploma in Accountancy / Finance or other related field

• Possess at least 1 year of relevant experience

• Independent and also a good team player

• Conscientious and meticulous personality

• Able to work under pressure and tight deadlines

• Proficient in Microsoft Office and accounting software

Job Description:

• Handle the full spectrum of Accounts Payable
• Ensure timely and accurate month-end and year-end financial closing for Accounts Payable
• Timely posting of purchase-related transactions includes checking and verifying supplier invoices and ensuring the invoices are endorsed by the respective department with the correct account code
• Responsible for the accurate preparation of outgoing payment and payment voucher
• Posting of manual journal entries for staff claims
• In charge of the reconciliation of vendor aging report and supplier’s SOA
• Perform month-end intercompany reconciliation
• Perform monthly bank reconciliation
• Maintain proper filing system and other ad-hoc duties assigned

Requirements:

• Must have at least a Diploma in Accountancy/ LCCI or equivalent qualification
• Fresh Graduates welcome to apply
• Minimum 1 year of working experience in Accounts Payable function or equivalent preferred
• Experience in IT industry is preferred
• Must be able to multi-task and to meet tight deadlines
• Independent and self-motivated
• Experience with MS Dynamics 365 is an advantage

Responsibilities

• Assist in accounting entry

• Handle administrative task

• Attend to billing inquiries from customers

• Prepare weekly billing reports

• Checking invoices, debit and credit notes

• Assist in any audits matter

• Collating of information and key into the system

• Simple filling and sorting out documentations

• Assist in report compilation

• To perform documentation work (from receiving, distribution, filling to archiving and disposing of documents)

• Any other ad-hoc as assigned or requested by the superior

Requirements

• Diploma in Accountancy / Finance or other related field

• Possess at least 1 year of relevant experience

• Independent and also a good team player

• Conscientious and meticulous personality

• Able to work under pressure and tight deadlines

• Proficient in Microsoft Office and accounting software

Job Responsibilities:

• Develop, implement, and maintain the IT Technology Governance and Control framework, policies, and processes, including process implementation and tools development. Focus areas include IT System Development and Maintenance, IT Service Management (ITSM), IT Assets Management (ITAM), IT Security and Operations, with a strong emphasis on Identity Access Management (IAM) for the Singapore Branch and across APAC Branches.
• Establish IT Control objectives aligned with regulatory requirements (e.g., MAS TRMG, BNM RMIT) and the bank’s internal IT procedures.
• Ensure compliance with the bank’s IT Governance policies and procedures, initiating support initiatives to strengthen the governance framework. This includes conducting system risk assessments with IT system owners for enhancements or new system onboarding.
• Collaborate with APAC branches to standardize processes and procedures, reviewing IT-related documents such as Procedure Manuals and Guidelines.
• Conduct regular compliance checks on IT controls in Project Management, IT Security, and Operations, identifying and remediating non-compliance areas with stakeholders.
• Identify and implement IT improvements for enhanced productivity, controls, and efficiency.
• Act as a Subject Matter Expert on Identity Access Management (IAM), designing and implementing a comprehensive framework covering identity management, access control, and privileged access management.
• Provide leadership and guidance to technology teams to ensure adherence to IAM policies and procedures, including user access management, identity verification, and security controls.
• Oversee the implementation of an effective IAM toolset (e.g., SailPoint), ensuring appropriate access provisioning and timely de-provisioning, along with periodic reviews to prevent unauthorized access.
• Review and assess user access matrices (UAM) for systems, ensuring proper segregation of duties in collaboration with IT system owners.

Job Requirements:

• Bachelor’s degree in IT or equivalent, with a minimum of 5 years' experience in IT Governance and Control, ideally within Financial Services.
• Strong leadership and people management skills, with experience in IAM and IT Auditing preferred.
• Subject Matter Expertise in Identity Access Management, particularly in system and user access control management.
• Ability to identify risks in processes and develop effective control measures.
• Solid technical and functional knowledge of regulatory and compliance requirements, with practical application experience.
• Collaboration skills across HQ, APAC branches, and Singapore teams.
• Proficiency in industry standards and trends relevant to IT Governance.
• Strong decision-making and problem-solving skills, with a structured and logical approach to work.
• Ability to manage large workloads, prioritize tasks, and meet deadlines.
• Experience in IT Governance Reviews, Controls Testing, Assurance, and training delivery.
• Excellent communication, presentation, and interpersonal skills.
• Preferred experience with JIRA (workflow management) and ServiceNow (ITSM/ITAM).

You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individual sales targets while ensuring accurate and timely completion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB’s clients
• Develop and deepen relationships with clients who have been assigned to you
• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)

Job Requirements:

• A recognised university degree
• At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considered for a more senior position
• Good knowledge of wealth management & investment products
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Proven ability to exceed sales target
• Resourceful and able to work with minimal supervision

Job Responsibilities :

• Perform banking services and attend to clients’ inquiries
• Prepare KYC reports and other periodic reports
• Review and assist in risk attribute assessments
• Assist in dealing with client’s trade orders and cross check for other CSM’s trade orders
• Support Team Head in management duties

Job Requirements :

• Minimum a Bachelor’s Degree in Business Administration/Banking and Finance or any relevant discipline
• 5-8 years’ experience in financial industry
• Good knowledge of relevant financial products
• CACS, CFA preferred
• Effectively bilingual in English and Mandarin as the role requires communication with Chinese speaking colleagues in Hong Kong and Taiwan

Job Description

Responsible for the compliance of AML/CFT, Data Protection and Complaint matters of Private Banking Departments:

1. Conduct client on-boarding due diligence assessment and verification of on-boarding documents.

2. Conduct periodic KYC review and trigger KYC review of existing clients.

3. Review on-going screening hits and financial in/out flow of accounts.

4. Review client instruction to update non-financial related information or to request for additional services.

5 Attend to requests or queries from PB front office, Legal and Compliance Department, Internal Auditors and External Auditors on business compliance related matters.

6. Handle client complaints, data protection reporting and other regulatory related reporting to the 2nd line departments.

7.Maintain up to date PB procedures, forms and templates related to business compliance functions.

8. Conduct quarterly AML training and new staff training.

Job Requirements

1. 3-5 years relevant experience in AML/KYC compliance functions in Private banking or wealth management industry.

2. Familiar with local and international regulations related to compliance functions (e.g. MAS Notice 626, CRS, PDPA, PB Code of Conduct and MAS Guidelines on PB Controls).

3. Experience in complaint handling, review of counterparties and investment suitability framework is good to have.

• Rare opportunity
• Career progression
• Exciting role

As a Payment Operations Specialist, you will be responsible for daily payment transactions including SWIFT/MEPS/GIRO/FAST/PayNow, daily nostro account reconciliation and any relevant payment projects i.e UAT testings/system enhancements etc. You will also support setting up operational handbook and assist in other operations related tasks.

The ideal candidate has at least 5 years relevant within Banking. Strong background in payment operations knowledge, candidates who are well versed in the regulatory standards or industry knowledge will be highly advantageous. Strong communication skills, stakeholder management skills and a good collaborator.

Applicants who are keen please send across your updated CV to [email protected] or click on the link to apply. Thank you and look forward to speaking with you!

Reg No. R1987809
BeathChapman Pte Ltd
Licence no. 16S8112

- 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 seeking an experienced IT Program Manager to oversee and manage a diverse portfolio of projects and initiatives within the banking sector. The successful candidate will facilitate cross-functional communication, promote digitalization, automation, and standardization of business processes, and provide hands-on project support to teams working across various time zones. The role requires strong leadership skills, a proactive approach to problem-solving, and the ability to influence stakeholders at all levels to achieve desired business outcomes.

Key Responsibilities:

• Lead the implementation and management of a portfolio of projects and initiatives across various business units in the banking sector.
• Facilitate communication across functions to standardize business processes, promote digital transformation, and implement automation across the region.
• Provide hands-on support to project teams located in different time zones, including collaborating with on-site, remote, and offshore service providers.
• Work collaboratively with all levels of the team, including senior leadership from technology and operations, to ensure projects achieve intended business outcomes.
• Guide and direct project teams to execute project objectives, ensuring clarity and alignment with overall business goals.
• Oversee and manage the budgetary forecast, track actual utilization of project budgets, and allocate resources effectively across teams.
• Create and maintain an environment built on trust, open communication, and teamwork.
• Prepare and conduct status meetings for the Digital Transformation portfolio with the leadership team, and manage issue resolution and escalation as needed.
• Maintain consistent oversight of project status, identify risks and issues, and escalate as necessary to ensure timely decisions.
• Foster continuous improvement in project management practices and share best practices across teams and departments.
• Ensure project deliverables adhere to established standards and meet stakeholder expectations.

Experience Required:

• Minimum of 12-15 years of experience as a Portfolio/Program Manager in a similar industry, preferably in banking or financial services.
• Proven experience with stakeholder management, including effective communication with senior leadership and cross-functional teams.
• Strong proficiency in project management software/tools (e.g., MS Project, JIRA, etc.).
• Demonstrated ability to work independently and in a team-oriented environment, managing multiple complex projects simultaneously.
• Proactive problem-solver with excellent attention to detail and the ability to manage pressure in a fast-paced environment.
• Must hold relevant certifications such as PMP, PgMP, or have completed professional training in program/project management.

To apply, simply click the "Apply" button or send your updated profile to [email protected]

EA Licence No.:18S9405 / EA Reg. No.:R1330864

Percept Solutions is expanding and actively seeking talented individuals. We encourage applicants to follow Percept Solutions on LinkedIn at https://www.linkedin.com/company/percept-solutions/to stay informed about new opportunities and events.

Our client is a well-established international bank and has a strong presence in Asia. They are recruiting for Premier Relationship Managers to expand their business.

about the job

• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing High Net Worth clients through professional consultative financial analysis.
• Required to execute good customer service while reaching to the database provided by the bank.
• To identify suitable financial solutions offered by the bank to meet client's financial goals.
• Ensuring all transactions are strictly compliant with audit and statutory guidelines

skills and experience required

• Minimum local diploma in any discipline.
• Minimum 3 years of retail banking experience will be advantageous.
• Strong knowledge of investment and insurance products.

*We regret to inform you that only shortlisted applicants will be notified*

To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / [email protected] for a confidential discussion.

EA: 91C2918 | R2198716

• Broking Executive Assistant
• Mon - Fri 9 am - 5.45 pm
• Working Location: Telok Ayer
• Salary: $2500 - $3000

Job Description:

• Ownership of the Growth, Retention and Profitability of portfolio assigned
• Responsible for preparing & negotiating quotes for all business lines (new business and renewals)
• Handle General Insurance enquiries from clients or business partners on policy matters
• Understand the client's insurance needs and provide proper advice
• Follow up with existing clients for policy renewals
• Handle general administrative and ensure proper documentation, records and filing
• Check of policy contracts, endorsements, invoices to ensure accuracy.
• Ensure all activities are in compliance with regulations and internal procedures
• Build and maintain strong relationship with insurance providers and clients
• Undertake any ad hoc duties / tasks that may be assigned.

Job Requirements:

• Certificate in General Insurance and Health Insurance.
• At least 1 year experience in Insurance Industry.
• Proficient in Microsoft Office

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

✅SAMUEL SIAW Reg No: R24124745

• An opportunity to join a leading reinsurance company
• Renewable contract with an opportunity to convert to permanent

About Our Client

My client is a life insurance provided by a prominent international bank, the bank dwells into financial services, including banking, investment, and insurance products.

Job Description

• Managing all queries, recoveries, and correspondence for the assigned portfolio across various channel partners.
• Prepare debtor reports and identify provisions for bad debts.
• Support operations teams in managing business and client services efficiently by addressing their queries promptly.
• Reconcile daily transactions from the bank payment gateway that are not automatically matched in the system.
• Review and post receipt payment vouchers into the reconciliation system.
• Verify and review commission statements.

The Successful Applicant

• Degree in related field
• Hands on experience of credit control operations

What's on Offer

An exciting opportunity to join a global insurance company with chances to extend or convert.

Contact

Ginny Teo (Lic No: R22104515/ EA no: 18C9065)

Quote job ref

JN-012025-6635635

Phone number

+65 6541 9926

Page Personnel Recruitment Pte. Ltd.| Registration No. 201736642C

We are seeking a highly skilled Actuarial Analyst to join our team. The candidate will support the IFRS17 reporting team by contributing to regular reporting processes and assisting with model enhancement and UAT (User Acceptance Testing) for new products. The role requires a deep understanding of IFRS17 and its analytics, along with the ability to collaborate with multiple departments to improve reporting accuracy.

The Job

• Provide support to the IFRS17 reporting team in preparing and reviewing regular reports.
• Maintain and enhance controls for financial reporting and compliance with IFRS17 standards.
• Assist in the User Acceptance Testing (UAT) of new products and model changes.
• Conduct thorough analysis to improve the quality of IFRS17 results and reporting accuracy.
• Collaborate with cross-functional teams to identify areas of improvement in existing processes.
• Ensure timely completion of tasks related to financial reporting and control enhancement.

The Talent

• Finance discipline and IFRS17 accounting knowledge is required, with a number of years of work experience in the Life Insurance industry
• Strong numeracy background with an ability to take on new financial/technical concepts
• Proven ability to deliver high quality analysis and commentaries
• Strong communication skills (English written and oral) and can work collaboratively with others, including with international and virtual teams
• Track record of proactiveness, ability to learn fastly, manage changes and deliver results within the tight deadlines.
• Strong proficiency at Microsoft Office (Excel, Powerpoint, Word), including ability to deliver impactful written reports and presentations

Next Steps

• Drop your resume and contact us to follow-up, or send your resume to [email protected]
• Email Topic: Actuarial Analyst
• Only shortlisted candidates will be contacted

Isaac Tan Yang En

EA Licence No: 91C2918

Personnel Registration No: R24123927

Join a major life insurer as a sales support for their Financial Advisory division and work with the sales leaders in ensuring all documentations including balance scorecards and fact find applications comply.

Key Responsibilities

• Perform checks on representatives’ fact-find forms.
• The checks are supplementary to what the sales leaders have reviewed.
• Pick out administrative errors including incorrect calculations, documentation inconsistencies and other administrative errors.
• Provide list of errors to sales leaders for their next action.
• Data entry of information into Excel for tracking and reporting purpose.

Experience

• Experience as a Financial Advisor or in sales admin support for Life Insurance
• Experience in reviewing fact find for Balanced Scorecard Framework is preferred but not mandatory

Company Reg No.: 201131609D | License No.: 24S2411 | Reg No: R1110891

This is a 6-months contract role, renewable.

Job Purpose
Join our dynamic Business Finance team to enhance management reporting and data analysis capabilities using the Oracle EPM tool. This role is pivotal in optimizing the tool and delivering actionable insights through accurate, impactful reports.

Key Responsibilities

• Develop and maintain financial and operational reports using Oracle EPM;
• Collaborate with stakeholders to gather reporting requirements and ensure timely deliverables;
• Prepare variance analysis of the regulatory reporting;
• Analyze and validate data to ensure accuracy and consistency;
• Configure and optimize Oracle EPM to align with business needs;
• Troubleshoot and resolve reporting process issues;
• Recommend and implement process improvements;
• Maintain and enhance process documentation;
• Support ad-hoc reporting and analysis requests;
• Ensure compliance with business and regulatory requirements, proactively managing risks and adopting best practices.

Requirements

• Bachelor’s degree in Accountancy, Finance, or equivalent;
• 3–5 years of experience, preferably in the insurance industry;
• Proficiency in Oracle EPM or similar financial systems;
• Expertise in building and managing complex financial reports;
• Strong analytical, interpersonal, and operational skills;
• Self-motivated with minimal supervision, adaptable to change, and a proactive problem-solver;
• High integrity, accountability, and a team-oriented mindset.

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

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

• Exciting opportunity to join a leading insurance provider
• 12 months contract, renewable with an opportunity to convert to permanent

About Our Client

My client is a life insurance provided by a prominent international bank, the bank dwells into financial services, including banking, investment, and insurance products.

Job Description

Key Responsibilities:

• Support the IFRS17 reporting team in preparing and reviewing periodic reports.
• Develop and strengthen controls to ensure compliance with IFRS17 standards and enhance financial reporting accuracy.
• Participate in User Acceptance Testing (UAT) for new products and model updates.
• Perform in-depth analysis to enhance the quality and precision of IFRS17 results and reports.
• Work closely with cross-functional teams to identify and implement process improvements.
• Ensure timely execution of tasks related to financial reporting and control improvements.

The Successful Applicant

• Degree in related field
• Hands on experience within Insurance industry and knowledge of IFRS17
• Proficiency in SQL, Python Script, DCS and Prophet Coding will be advantageous

What's on Offer

An exciting opportunity to join a global insurance company as an IFRS17 actuarial analyst.

Contact

Ginny Teo (Lic No: R22104515/ EA no: 18C9065)

Quote job ref

JN-012025-6632817

Phone number

+65 6541 9926

Page Personnel Recruitment Pte. Ltd.| Registration No. 201736642C

• Broking Executive Assistant
• Mon - Fri 9 am - 5.45 pm
• Working Location: Telok Ayer
• Salary: $2500 - $3000

Job Description:

• Ownership of the Growth, Retention and Profitability of portfolio assigned
• Responsible for preparing & negotiating quotes for all business lines (new business and renewals)
• Handle General Insurance enquiries from clients or business partners on policy matters
• Understand the client's insurance needs and provide proper advice
• Follow up with existing clients for policy renewals
• Handle general administrative and ensure proper documentation, records and filing
• Check of policy contracts, endorsements, invoices to ensure accuracy.
• Ensure all activities are in compliance with regulations and internal procedures
• Build and maintain strong relationship with insurance providers and clients
• Undertake any ad hoc duties / tasks that may be assigned.

Job Requirements:

• Certificate in General Insurance and Health Insurance.
• At least 1 year experience in Insurance Industry.
• Proficient in Microsoft Office

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

✅SAMUEL SIAW Reg No: R24124745

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.

Jobs Responsibilities

• Assess and process applications for absolute and collateral assignment, beneficiary nomination and vesting within service, compliance and regulatory standards
• Handle investigation of complex cases from policyholders and financial representatives on assignments and nomination of beneficiary
• Provide strong support in handling enquiries from touchpoints, including policyholders and financial representatives on section cases and processes
• Perform User Acceptance Testing (UAT) for system enhancements and defects
• Review and provide continuous improvement to the section’s processes

Job Requirements

• Min. GCE A Levels/Diploma
• Training on the job provided

Application Procedures

Interested candidates, please email your resume to:

Attention: Lynn Mak Ling Ling (CEI No. R1986990)

[email protected]

Recruit Express Pte Ltd (EA No. 99C4599)

We regret that only shortlisted candidates will be notified.

The Sales Operations Manager include pre-case coordination, new business submissions, and policy support for Sales Consultants. The role demands case management experience with HNW clients, strong organizational skills, knowledge of underwriting requirements.

YOUR NEW JOB

• Provide sales & post-sales policy support to Sales Consultants.
• Prepare highlights, quotes, and insurer illustrations for Sales Consultants’ meetings.
• Ensure compliance with internal processes and proper documentation in the CRM.
• Coordinate pre-case tasks, including medical bookings, KYC documentation, and insurer applications.
• Manage new business submissions and collaborate with Sales Consultants until policy inception.
• Oversee monthly reporting to the bank.
• Address inquiries from internal and external stakeholders promptly.
• Perform occasional ad-hoc tasks within the Sales Operations Department as assigned.

WHAT IS NEEDED FROM YOU

• Minimum 3 years of case management experience with HNW clients.
• Strong knowledge of insurers’ underwriting requirements for efficient case submissions.
• Proficient in using different software/apps to generate insurer illustrations.
• Technical expertise and functional skills to perform at a high level.
• Strong interpersonal skills for engaging with internal and external stakeholders.
• Ability to meet tight deadlines and handle multiple tasks efficiently.
• Highly organized and proactive in managing cases and daily tasks.
• Meticulous, with a strong focus on accuracy and precision.
• Adaptable to change and able to manage uncertainties effectively.
• Excellent verbal and written communication skills.
• Proficient in written & spoken Chinese for effective external communication with clients & internal stakeholders

WHAT WILL MAKE YOU STAND OUT

• Experience in the insurance broking or insurance industry.
• Knowledge of the Singapore financial services market and UHNW needs
• Experience in the Private Banking Industry

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

Jobs Responsibilities
• Assist in the issuance of policy contracts and endorsements;
• Assist in the issuance of policy adjustment, member movement;
• Responsible for premiums computation and experience refund;
• Ensure tax invoices/endorsement schedules/medical cards are issued timely;
• Liaise with direct clients/intermediaries on employee benefits related queries via phone calls or email;
• Ensure the accuracy of records entries & proper documentation;


Application Procedures

Interested candidates, please email your resume to:
Attention: Lynn Mak Ling Ling (CEI No. R1986990)
[email protected]
Recruit Express Pte Ltd (EA No. 99C4599)

COMPANY DESCRIPTION

Montfort Care is a vibrant workplace with a supportive culture where collaboration and camaraderie thrive. Our teams are highly cooperative, and colleagues genuinely care for each other. We celebrate diversity and innovation, united by our three core values: Dare to be Different, Teamwork, and CHIONG!

Expect a dynamic and fast-paced environment, as we are in an exciting phase of growth. Success here requires adaptability, agility, and the ability to navigate complexity. Our people stay with us because they find a strong sense of purpose and community, enjoying the opportunity to make a tangible difference in people's lives.

We offer a flexible work environment that values the importance of personal and professional growth. With plenty of opportunities for continuous learning and development, Montfort Care is an ideal place for those who want to grow their careers while contributing to meaningful change.

Join us to be part of an amazing team that's dedicated to making a difference and having fun while doing that!

RESPONSIBILITIES

• Oversee financial operations, reporting, budgeting, and forecasting
• Conduct financial analysis to support decision-making and identify growth opportunities
• Lead finance transformation initiatives to enhance processes and reporting
• Ensure compliance with regulatory requirements and mitigate financial risks
• Manage and develop a high-performing finance team
• Collaborate with stakeholders to align financial goals with organizational objectives

• Bachelor's degree in Finance, Accounting, or a related field (CPA, CFA preferred)

• 4-6 years of relevant experience, preferably in the non-profit sector
• Strong leadership, analytical, and financial management skills
• Experience with implementing financial systems (e.g., Microsoft Business Central)

*Only shortlisted candidates will be notified.