Job Mandate

The Commercial Banking Head is primarily responsible for the overall targets of the Singapore branch Commercial Banking group. He/She is responsible for managing projects assigned, from planning to implementation, developing long-term relationships with existing and prospective clients and gathers feedback as well as obtains information regarding market environment, client needs and competition.

Duties & Responsibilities

1. Develops sales and marketing strategies for the branch and implements these strategies to achieve business goals and customer satisfaction.

2. Oversees the overall operations of the branch.

3. Ensures that control and compliance are properly disseminated in the branch.

4. Attends to the administrative related matters such as conduct of regular meetings, premises upkeep, review and implementation of policies and procedures, manpower issues, movements.

5. Performs other duties assigned from time to time.

Prince’s Group is looking for a dynamic and driven Finance Manager to lead our Finance team. This role will oversee all aspects of financial management, including performance management, financial accounting, budgeting, and corporate reporting across all four entities. The Finance Manager will also play a key role in implementing best practices to identify and mitigate financial and business risks, while ensuring the organization achieves its business objectives and financial targets.

This position reports to our General Manager.

Role Duties:

· Manage the organisation’s financial accounting and corporate reporting functions.

· Support the organisation as a business partner.

· Manage strategic planning initiatives.

· Manage the organisation’s management accounting and budgeting functions.

· Support internal and external audit activities.

· Drive the use and integration of information technology within the organisation’s finance function.

· Lead, mentor, and develop a high-performing finance team, fostering a culture of collaboration, continuous improvement, and professional development.

· Collaborate effectively with other departments to ensure alignment with financial goals and strategies.

· Work closely with senior management to develop and implement financial strategies to support the company's growth and profitability objectives.

Candidate profile:

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

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

· Proficient in Microsoft Office

· Ability to work independently and manage a team.

We regret to inform only shortlisted candidates will be contacted.

Job Description:

• Bachelor’s Degree in Banking & Finance/ Business Management or related field.
• Preferably 1-2 years’ relevant experience in a Finance Institution, Audit or Consultancy firm.
• Fresh grads with relevant internship experience in Finance, Audit or Consultancy may apply.

Essential:

• Above average Excel skills (Advance formulas, pivot tables, power query, building of reporting dashboard). Strong in data analysis using excel.
• Excellent internal communications, written and verbal communication skills.
• Possesses strong analytical and troubleshooting skills.
• Strong Attention to details. Understand the importance of data discipline.
• Willing to learn attitude.
• Able to handle confidential data in a professional manner.
• Good experience in managing/responsible/implementing business process improvement.
• Experienced as a PMO support in Bank Projects will be a plus.

Responsibilities:

• Create PR/GR/Extract reports using SAP system.
• Process invoice payments.
• Financial Data Management - Ensuring accurate/up-to-date data entries.
• Work with various senior managers to monitor utilization of budget.
• Aids in software, hardware contracts renewal and budget oversight.
• Aids in project budget oversight.
• Prepare monthly financial dashboard reports.
• Asset Management – Manage laptops inventory, issuance, write-off of assets, etc.
• Other Finance/Asset Management related ad-hoc tasks as directed by the Finance Lead

The Director of Finance has overall responsibility for the strategic planning, implementation, management, and operation of all finance activities within the company, including business planning, budgeting, forecasting, risk management, governance, and negotiations. This role also extends to obtaining and maintaining investor relations and ensuring compliance with partnership agreements.

ROLE RESPONSIBILITIES

· Develop and execute the financial strategy in alignment with the company’s business goals.

· Provide financial leadership, direction and guidance to the executive team and the finance team.

· Act as a strategic partner to the CEO and other executives regarding financial opportunities and challenges.

· Oversee the processes and preparation for financial reports, budgets, and forecast.

· Monitor cash flow and ensure the company has adequate liquidity to support operations.

· Advises on long-term business and financial planning.

· Manage financial risks and implement strategies to minimize identified risks.

· Ensure accurate and timely financial reporting in compliance with applicable regulations and standards.

· Supervise accounting operations, including accounts payable, accounts receivable, and general ledger.

· Ensure proper internal controls are in place to protect the company’s assets.

· Provide commercial insight and leadership across the business in order to exceed business plan targets.

· Responsible for ensuring the risk and compliance management framework is embedded and operational for the Group.

· Establish and develop relations with senior management and external partners and stakeholders.

· Identify opportunities for growth and expansion, including potential mergers and acquisitions.

ROLE REQUIREMENTS

· Bachelor’s degree in Finance, Accounting, Business Administration, or related field; MBA or CPA preferred.

· Minimum of 10 years of experience in finance leadership roles, with a strong preference for experience in the entertainment and F&B sectors.

· Proven experience in financial planning, budgeting, and forecasting.

· Solid understanding of financial regulations, accounting principles, and risk management.

· Exceptional analytical and problem-solving skills, with a strategic mindset.

· Strong leadership abilities with excellent communication and interpersonal skills.

We regret to inform that only shortlisted candidates will be notified. Please note that your response to this advertisement will constitute informed consent to the collection, use, and/or disclosure of personal data by AlwaysHired, its affiliates and, where necessary, to relevant third parties, for purposes such as job application processing, career advisory, research, and other administrative purposes, in compliance with the relevant provisions of the Privacy Policy available at www.alwayshired.com.sg/privacy-policy.

Alvin Lee Meng Kim (Registration Number: R1435877)
AlwaysHired Pte Ltd EA Licence No: 24C2293

Interested candidates please apply online or send your latest CV to [email protected]

[Job ID: 401667]

Responsibilites:

• Build and maintain strong relationships with existing clients, ensuring their banking needs are met.
• Act as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
• Understand clients' financial goals and objectives to offer tailored banking solutions.
• Identify opportunities to cross-sell and upsell bank products and services to existing and potential clients.
• Achieve sales targets for new business, product offerings, and customer acquisition.
• Provide financial advice and consultation services to clients, helping them make informed decisions about their banking and financial products
• Analyze clients’ financial situations and recommend suitable banking products, such as loans, investments, and savings plans.
• Manage a portfolio of clients, ensuring their financial needs are met and any issues are resolved promptly.
• Monitor and review clients’ portfolios to ensure they are aligned with their financial objectives.

Requirements:

• Degree holder.
• Driven and goal-focused individuals who are passionate about financial planning and wealth management.
• Willing to work a 5.5-day week, with the flexibility to meet clients beyond regular hours.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Sandy Ng

EA Personnel Registration Number: R24125475

EA License No.: 07C5771

Interested candidate please share your updated copy of resume at [email protected]

( For fast response please drop message at whatsapp number- +65 96310776 )

Job Requirement

· Minimum of 5 years banking experience

· Preferred to have had both Front office and KYC experience

· Proficient in performing screenings, corporate searches and back ground checks

· Strong communication skills – able to manage relationships with both clients, internal and external stakeholders

· A strong history working in conjunction with Compliance and KYC

· Have a strong understanding of Risk

· Previous experience preparing and submitting enhanced due diligence profiles

· Excellent understanding of corporate structures, including Trusts and Foundations.

Job Responsibilities

· Assist Front Office with preparing and submitting KYC profiles to ensure completeness and accuracy of submissions

· Perform back ground checks, name screenings, and public searches to check clients for adverse news

· Work to establish a clear Source of Wealth profile, using client data, publicly available information and corporate records

· Sourcing relevant documentation, news articles, and internet searches to corroborate the clients' declarations

· Assist to accurately update profiles and submissions and work in conjunction with Front office and KYC team to complete cases

· Collect, check and upload the requisite KYC documentation for account opening.

*************************************************************************************

Ashwani - R. No: R1114530
__________________________________________________

Helius Technologies Pte Ltd (Licence No: 11C3373)

Responsibilities:

• Help identify risk and impact to relevant coverage area to prioritize areas of focus

• Execute assurance activities (e.g., audits, continuous monitoring, closure verification) to assess risk and formulate a view on the control environment

• Assist in managing multiple deliverables in line with team priorities

Skills and Experience:

• Five years' experience in technology audit/risk management would generally be expected for this role

• Understanding of institutional securities business and supporting functions, in addition to key related regulations

• Understanding of audit principles, methodology, tools and processes (e.g., risk assessments, planning, testing, reporting and continuous monitoring)

• Ability to identify and analyze multiple data sources to inform point of view

• Ability to ask meaningful questions, understand various viewpoints and apply risk-based critical thinking to arrive at logical conclusions

• Ability to communicate complex technical issues concisely and clearly to Technology stakeholders and colleagues from other audit divisions

• Written and verbal English communication skills

• Relevant professional qualifications, such as CISA, CISSP

Ikas International (Asia) Pte Ltd

“Sanderson-iKas” is the brand name for iKas International (Asia) Pte Ltd

EA Licence No: 16S8086 | EA Registration No. R1988468

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

Job Mandate

The Commercial Banking Head is primarily responsible for the overall targets of the Singapore branch Commercial Banking group. He/She is responsible for managing projects assigned, from planning to implementation, developing long-term relationships with existing and prospective clients and gathers feedback as well as obtains information regarding market environment, client needs and competition.

Duties & Responsibilities

1. Develops sales and marketing strategies for the branch and implements these strategies to achieve business goals and customer satisfaction.

2. Oversees the overall operations of the branch.

3. Ensures that control and compliance are properly disseminated in the branch.

4. Attends to the administrative related matters such as conduct of regular meetings, premises upkeep, review and implementation of policies and procedures, manpower issues, movements.

5. Performs other duties assigned from time to time.

• Assisting with completion of insurance documents & forms & liaising with insurance brokers to ensure the complete transfer/surrender.
• Assisting with the trust transfer and termination documents
• Tracking the completion and compile data for reporting
• Scanning of documents and sending documents to Ops team for storage archival
• Providing administrative support to the trust managers, eg. collating, binding and printing copies of client trust review bundles, etc.
• Support the trust managers in the day-to-day trust administration which includes the review of asset injections, distribution, trust reviews, periodic reviews, insurance transfers/changes etc
• Assist in any ad-hoc tasks, projects or assignment

Requirements

• Detailed, meticulous and good with administration work
• Follow up promptly to ensure completion
• Good interpersonal skills to manage relationships with internal stakeholders

Interested candidates kindly submit your updated CV in a Word Format to: [email protected]. Only shortlisted candidates will be notify. Thank you.

Job Summary:

The incumbent will contribute to the delivery of quality service to our clients and business partners by providing professional advisory service in the areas of insurance and liquidity planning. The incumbent needs to generate profitable client referrals by engaging and servicing our partners and clients.

Responsibilities:

• Maintain consistent engagement with clients and partners in developing robust and sustainable referral relationships
• Build up ongoing development of new client relationships to ensure a balanced referral source portfolio
• Provide professional and quality advice to clients on their liquidity planning and insurance needs
• Achieve annual target of net revenue or an amount agreed upon during the annual review
• Fulfill full compliance to our internal compliance policies as well as applicable regulatory requirements
• Submit new business documents timely and accurately
• Provide quality ongoing service to existing policyholders by conducting annual policy reviews in a timely manner
• Support other team members in client meetings, medicals and presentations

Requirements:

• Bachelor’s degree or above from Finance or related discipline
• Valid MAS licence required. Candidates who are not currently licensed will need to obtain a MAS licence upon commencement of employment
• Preference for candidates with experience in the Japanese market
• Minimum 10-15 years’ working experience in sales and/or relationship management experience preferably in the insurance or banking industry
• Proactive, self-motivated, self-disciplined with integrity and commitment to serving the clients’ need
• Strong relationship development/management, communication and presentation skills
• Demonstrated ability to multi-task and work under extreme deadlines
• Proficiency in English and Japanese.

Insurance Specialist (No experience required)

This is a perm role as an employee of our client.

Open to those with no expereince but willing to learn and understand the insurance industry.

Salary Range: $2,500 - $6,000 (Commissions)

Work Location: near Novena MRT

About Our Client:
Our client is a highly regarded organization with a proven track record of excellence in the financial advisory and insurance industry. Known for their commitment to professional development, mentorship, and innovative strategies, they have built a reputation for empowering individuals to achieve their financial goals. With a strong focus on integrity, collaboration, and client-centric solutions, they continue to make a significant impact in the lives of their clients and team members.

Job Overview:
We are seeking a motivated and dynamic individual to join our client’s team as an Insurance Solutions Specialist. This role is ideal for both newcomers and entry-level professionals who are eager to build a rewarding career in the insurance and financial services industry. Comprehensive training and mentorship will be provided to equip you with the skills and knowledge necessary to excel in this role.

As an Insurance Solutions Specialist, you will play a key role in identifying potential clients, understanding their needs, and providing tailored insurance solutions. You’ll build strong, lasting relationships with clients while contributing to sales targets and overall business growth.

Job Scope:

• Identify and approach prospective clients through leads, referrals, and networking opportunities.
• Schedule and conduct meetings with clients to understand their insurance and financial needs.
• Provide professional advice on suitable insurance products and coverage options.
• Prepare and present insurance proposals to clients.
• Perform follow-up calls and maintain ongoing client relationships.
• Conduct periodic policy reviews to ensure clients’ coverage aligns with their evolving needs.
• Assist clients with policy applications and ensure all documentation is accurately completed.
• Stay updated with industry trends, insurance products, and regulatory requirements.
• Meet sales targets and contribute to the team’s overall performance objectives.

Requirements:

• No prior experience is required; newcomers and entry-level professionals are welcome.
• Strong interpersonal and communication skills.
• Ability to build rapport and foster trust with clients.
• Proactive and self-motivated with a results-driven mindset.
• Basic knowledge of financial and insurance products is a plus but not mandatory.
• Minimum high school diploma or equivalent; a Bachelor’s degree in Business, Marketing, or related field is preferred.
• Willingness to undergo relevant training and obtain necessary insurance certifications/licenses.

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

Please apply when you are keen and firm to pursue the insurance industry.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

*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.

*Responsibilities:*

1. *Portfolio Analysis:*

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

- Utilize financial techniques to evaluate potential investment opportunities.

2. *Market Research:*

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

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

3. *Client Interaction:*

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

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

4. *Asset Allocation:*

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

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

5. *Due Diligence:*

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

6. *Regulatory Compliance:*

- Ensure compliance with relevant financial regulations and internal policies.

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

7. *Performance Reporting:*

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

- Make recommendations for optimizing portfolio performance.

8. *Relationship Management:*

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

9. *Technology Utilization:

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

10. *Continual Learning:*

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

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

*Qualifications:*

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

Insurance Specialist (No experience required)

This is a perm role as an employee of our client.

Open to those with no expereince but willing to learn and understand the insurance industry.

Salary Range: $2,500 - $6,000 (Commissions)

Work Location: near Novena MRT

About Our Client:
Our client is a highly regarded organization with a proven track record of excellence in the financial advisory and insurance industry. Known for their commitment to professional development, mentorship, and innovative strategies, they have built a reputation for empowering individuals to achieve their financial goals. With a strong focus on integrity, collaboration, and client-centric solutions, they continue to make a significant impact in the lives of their clients and team members.

Job Overview:
We are seeking a motivated and dynamic individual to join our client’s team as an Insurance Solutions Specialist. This role is ideal for both newcomers and entry-level professionals who are eager to build a rewarding career in the insurance and financial services industry. Comprehensive training and mentorship will be provided to equip you with the skills and knowledge necessary to excel in this role.

As an Insurance Solutions Specialist, you will play a key role in identifying potential clients, understanding their needs, and providing tailored insurance solutions. You’ll build strong, lasting relationships with clients while contributing to sales targets and overall business growth.

Job Scope:

• Identify and approach prospective clients through leads, referrals, and networking opportunities.
• Schedule and conduct meetings with clients to understand their insurance and financial needs.
• Provide professional advice on suitable insurance products and coverage options.
• Prepare and present insurance proposals to clients.
• Perform follow-up calls and maintain ongoing client relationships.
• Conduct periodic policy reviews to ensure clients’ coverage aligns with their evolving needs.
• Assist clients with policy applications and ensure all documentation is accurately completed.
• Stay updated with industry trends, insurance products, and regulatory requirements.
• Meet sales targets and contribute to the team’s overall performance objectives.

Requirements:

• No prior experience is required; newcomers and entry-level professionals are welcome.
• Strong interpersonal and communication skills.
• Ability to build rapport and foster trust with clients.
• Proactive and self-motivated with a results-driven mindset.
• Basic knowledge of financial and insurance products is a plus but not mandatory.
• Minimum high school diploma or equivalent; a Bachelor’s degree in Business, Marketing, or related field is preferred.
• Willingness to undergo relevant training and obtain necessary insurance certifications/licenses.

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

Please apply when you are keen and firm to pursue the insurance industry.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

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

Job Description

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

Experience & Skills required

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

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

Morgan Mckinley Pte Ltd

Claudia

EA Licence No: 11C5502

EAP Registration No: R2199597

Insurance Specialist (No experience required)

This is a perm role as an employee of our client.

Open to those with no expereince but willing to learn and understand the insurance industry.

Salary Range: $2,500 - $6,000 (Commissions)

Work Location: near Novena MRT

About Our Client:
Our client is a highly regarded organization with a proven track record of excellence in the financial advisory and insurance industry. Known for their commitment to professional development, mentorship, and innovative strategies, they have built a reputation for empowering individuals to achieve their financial goals. With a strong focus on integrity, collaboration, and client-centric solutions, they continue to make a significant impact in the lives of their clients and team members.

Job Overview:
We are seeking a motivated and dynamic individual to join our client’s team as an Insurance Solutions Specialist. This role is ideal for both newcomers and entry-level professionals who are eager to build a rewarding career in the insurance and financial services industry. Comprehensive training and mentorship will be provided to equip you with the skills and knowledge necessary to excel in this role.

As an Insurance Solutions Specialist, you will play a key role in identifying potential clients, understanding their needs, and providing tailored insurance solutions. You’ll build strong, lasting relationships with clients while contributing to sales targets and overall business growth.

Job Scope:

• Identify and approach prospective clients through leads, referrals, and networking opportunities.
• Schedule and conduct meetings with clients to understand their insurance and financial needs.
• Provide professional advice on suitable insurance products and coverage options.
• Prepare and present insurance proposals to clients.
• Perform follow-up calls and maintain ongoing client relationships.
• Conduct periodic policy reviews to ensure clients’ coverage aligns with their evolving needs.
• Assist clients with policy applications and ensure all documentation is accurately completed.
• Stay updated with industry trends, insurance products, and regulatory requirements.
• Meet sales targets and contribute to the team’s overall performance objectives.

Requirements:

• No prior experience is required; newcomers and entry-level professionals are welcome.
• Strong interpersonal and communication skills.
• Ability to build rapport and foster trust with clients.
• Proactive and self-motivated with a results-driven mindset.
• Basic knowledge of financial and insurance products is a plus but not mandatory.
• Minimum high school diploma or equivalent; a Bachelor’s degree in Business, Marketing, or related field is preferred.
• Willingness to undergo relevant training and obtain necessary insurance certifications/licenses.

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

Please apply when you are keen and firm to pursue the insurance industry.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Gravitas is on a search for a new business admin to support the ongoing projects and BAU.

This role involves managing end-to-end UAT activities, system verification, and providing operational support for various business processes. It will require working closely with internal stakeholders like distribution team, underwriting team, compliance team etc.

Key Responsibilities:

• Understand business requirements and functional specifications for projects.
• Execute and validate UAT processes, ensuring adherence to timelines and test plans.
• Verify test results and assist SMEs in managing and closing defect logs.
• Obtain sign-offs from relevant SMEs in Operations.
• Verify system results before and after product releases, workflow updates, and system enhancements.
• Prepare training documentation for new systems and products.
• Provide ongoing support for business-as-usual activities, including CDD clearance, freelook processing, counter offer letters, fund calls, and refunds.

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

Responsibilities:

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

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

3. Complete the financial statement and annual audit work

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

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

6. Manage statutory filings including financial statements and tax

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

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

9. Other adhoc tasks assigned

Requirements:

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

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

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

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

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

Monday to Friday; Based in HQ (near Changi Business Park)

about the company

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

about the job

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

• Maintain consistent engagement with clients and partners in developing robust and sustainable referral relationships
• Build up ongoing development of new client relationships to ensure a balanced referral source portfolio
• Provide professional and quality advice to clients on their liquidity planning and insurance needs
• Achieve annual target of net revenue or an amount agreed upon during the annual review
• Submit new business documents timely and accurately
• Provide quality ongoing service to existing policyholders by conducting annual policy reviews in a timely manner
• Support other team members in client meetings, medicals and presentations

about the manager/team

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

skills and experience required

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

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

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

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

· Monday to Friday 9-6pm

· 1 Year Contract - Convertible

Roles and Responsibilities:

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

Job Requirements:

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

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

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

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

Morgan McKinley Pte Ltd

Celine Lee

EA Licence No. 11C5502

Registration No. R1982802

Responsibilities

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

Requirements

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

Interested applicants please email your resume to [email protected]

Megan Ng Su Ting

CEI Registration No.: R23115059

Recruit Express Pte Ltd

EA Licence No: 99C4599

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

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

Job Description

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

Experience & Skills required

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

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

Morgan Mckinley Pte Ltd

Claudia

EA Licence No: 11C5502

EAP Registration No: R2199597

A career that makes a difference

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

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

Key responsibilities:

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

Benefits & Rewards

Training and professional development

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

Funding Programme

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

Rewards

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

Flexible incentive structure

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

Qualifications

To join us as a Financial Advisor, you should:

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

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

Insurance Specialist (No experience required)

This is a perm role as an employee of our client.

Open to those with no expereince but willing to learn and understand the insurance industry.

Salary Range: $2,500 - $6,000 (Commissions)

Work Location: near Novena MRT

About Our Client:
Our client is a highly regarded organization with a proven track record of excellence in the financial advisory and insurance industry. Known for their commitment to professional development, mentorship, and innovative strategies, they have built a reputation for empowering individuals to achieve their financial goals. With a strong focus on integrity, collaboration, and client-centric solutions, they continue to make a significant impact in the lives of their clients and team members.

Job Overview:
We are seeking a motivated and dynamic individual to join our client’s team as an Insurance Solutions Specialist. This role is ideal for both newcomers and entry-level professionals who are eager to build a rewarding career in the insurance and financial services industry. Comprehensive training and mentorship will be provided to equip you with the skills and knowledge necessary to excel in this role.

As an Insurance Solutions Specialist, you will play a key role in identifying potential clients, understanding their needs, and providing tailored insurance solutions. You’ll build strong, lasting relationships with clients while contributing to sales targets and overall business growth.

Job Scope:

• Identify and approach prospective clients through leads, referrals, and networking opportunities.
• Schedule and conduct meetings with clients to understand their insurance and financial needs.
• Provide professional advice on suitable insurance products and coverage options.
• Prepare and present insurance proposals to clients.
• Perform follow-up calls and maintain ongoing client relationships.
• Conduct periodic policy reviews to ensure clients’ coverage aligns with their evolving needs.
• Assist clients with policy applications and ensure all documentation is accurately completed.
• Stay updated with industry trends, insurance products, and regulatory requirements.
• Meet sales targets and contribute to the team’s overall performance objectives.

Requirements:

• No prior experience is required; newcomers and entry-level professionals are welcome.
• Strong interpersonal and communication skills.
• Ability to build rapport and foster trust with clients.
• Proactive and self-motivated with a results-driven mindset.
• Basic knowledge of financial and insurance products is a plus but not mandatory.
• Minimum high school diploma or equivalent; a Bachelor’s degree in Business, Marketing, or related field is preferred.
• Willingness to undergo relevant training and obtain necessary insurance certifications/licenses.

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

Please apply when you are keen and firm to pursue the insurance industry.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Job Responsibilities:

1. Financial Planning and Analysis:

• Develop and oversee financial planning, forecasting, and budgeting processes.
  • Conduct variance analysis and provide actionable insights to improve financial performance.

2. Accounting and Reporting:

• Ensure accurate and timely preparation of financial statements in compliance with local and international accounting standards.
  • Manage monthly, quarterly, and annual financial closing activities.

3. Treasury and Cash Flow Management:

• Monitor cash flow, optimize working capital, and ensure adequate liquidity for business operations.
• Manage relationships with banks and financial institutions to support trade finance and other banking needs.

4. Internal Controls and Compliance:

• Establish and maintain robust internal control systems to safeguard company assets.
• Ensure compliance with tax regulations, statutory requirements, and company policies.

5. Team Leadership and Collaboration:

• Lead and mentor the finance team, fostering a culture of accountability and continuous improvement.
  • Collaborate with cross-functional teams and regional offices to align financial strategies with business goals.

6. Audit and Risk Management:

• Coordinate with internal and external auditors to ensure smooth audit processes.
• Identify and mitigate financial risks, ensuring the company’s financial health and sustainability.

7. Strategic Contributions:

• Provide financial insights and recommendations to support strategic decision-making and business growth initiatives.

Requirements:

1. Education and Experience:

• Bachelor’s degree in Accounting, Finance, or a related field; professional certifications (e.g., CPA, ACCA, CFA) are highly preferred.
• Minimum of 5-8 years of relevant experience in finance and accounting, with at least 2-3 years in a managerial role.

2. Technical Skills:

• Strong knowledge of financial reporting standards (e.g., IFRS) and tax regulations.
• Proficiency in financial analysis, budgeting, and forecasting tools.
• Hands-on experience with ERP systems and advanced Excel skills.

3. Industry Experience:

• Prior experience in international trade, commodities, or logistics sectors is a strong advantage.

4. Soft Skills:

• Excellent analytical and problem-solving abilities.
• Strong leadership, communication, and interpersonal skills.
• Ability to thrive in a fast-paced, dynamic, and multicultural environment.