Why become a Relationship Manager, Retail/Consumer Banking?

• Be your Clients' trusted Personal Banker: Provide them with comprehensive financial strategies and solutions to achieve their long-term financial goals
• Diverse Product Solutions: Offer a range of products including Life and Endowment Insurance, Investment-Linked Policies, Savings Plans, Annuities, Retirement Plans, and Investment Funds (Mutual Funds, Index Funds, or Unit Trusts)
• No experience required (refer to 'Requirements' below)

What our Client offers

• Esteemed Brand Recognition: Longstanding industry leader within the local Banking sector
• Attractive Earnings Potential: Average performers can expect to earn $80,000 and above in annual gross income within the first year
• Gateway to the Banking industry: Start in the Mass Market segment and achieve advancement opportunities based on individual performance
• Abundant Qualified Client Leads: Start with Branch Walk-ins and 500-600 assigned clients
• Island-wide Branch locations available
• Generous Career Perks and Employee Benefits

Responsibilities

• [Primary Objective] Promote Bancassurance and Investment Funds: Introduce and sell a range of Banking and Financial products
• Engage with Clients: Interact with walk-in clients and leverage the bank’s extensive client database to attract new customers
• Conduct Consultations: Schedule and perform detailed fact-finding to understand clients' financial needs and goals
• Ensure Compliance: Adhere to all local and internal regulatory requirements

Additional Information

• Remuneration: $3,300 - $5,000 (Basic) + $300 Fixed Monthly Allowance + Quarterly Commissions (based on Individual Sales Performance)
• Generous Benefits: Includes overseas incentive trips, Quarterly Awards, up to 24 days Annual Leave, Flexi-Allowances, preferential staff rates, and more
• Training: Start with a 3-week classroom Training Program followed by 8-9 weeks of on-the-job Competency Training.

Requirements

• Minimum Local Diploma, or Degree of any discipline in accordance with Monetary Authority of Singapore (MAS) requirements
• Pass all Core CMFAS papers before commencement (guidance provided). Full reimbursement for the first attempt per module
• Must be comfortable to work 5.5 days per week (Office Hours + Saturday Mornings)

Interested? / Enquiries
Submit your application via the "Apply" button
OR
Contact Mr Wein Ng for a confidential career discussion via 8837 5170

We regret that only shortlisted candidates will be notified.

EA Personnel Name: Ng Weineng
EA Personnel No: R1985639
EA License No: 02C4944

The successful candidate will primarily support the origination and execution activities across a broad range of structured finance transactions (project finance and asset finance) in the Asia Pacific market. The candidate will work across sector teams within Financing and Advisory, with a focus on project financing transactions in energy and telecom/media/tech sectors.

Based in Singapore, the candidate will need to work closely with the Hong Kong, Sydney, Tokyo and Mumbai teams as required, as well as regional teams in South-East Asia. The candidate will also work with other areas of the bank such as client coverage, distribution and loan syndication, sustainable finance, debt capital markets, credit risk management and market risk management.

This is a Trainee position within the Financing and Advisory junior talent pool.

The successful candidate will report to the Singapore-based manager of the junior talent pool and work closely with the junior talent pool staffers on work assignment. As part of the junior talent pool, the candidate will be expected to demonstrate ability to work and develop relationships with a diverse group of stakeholders, including senior front officers, as well as participate in a junior training program and share knowledge within the junior talent pool.

Primary responsibilities include:

Contribute to the identification and origination of potential new business opportunities and assist with the preparation of marketing materials;
Build financial models including scenarios, sensitivity analysis and asset value parameters;
Review of transactional documentation, including deal information memorandum and finance documents;
Provide day to day transaction support in all aspects of the deal process, including the preparation of credit applications, a detailed due diligence and assessment of risks, and assistance with the use of pricing and profitability internal models
Manage other internal processes relating to advisory and financing transactions e.g. updating databases, briefing and meeting notes, completing internal system-based processes, etc…
Complying with all relevant process and internal guidelines in relation to the execution of advisory & financing transactions.

Profile required

ACADEMIC BACKGROUND AND CERTIFICATIONS, EXPERIENCE

Bachelor’s or Master’s degree in Business, Economics, Finance, Engineering or a related discipline.
Prior experience in structured or corporate finance in a financial institution desirable.
Demonstrated ability in project finance modelling preferred.

Shortlisted candidates will have to sit for a project finance modelling assessment run by the junior talent pool staffers.

OPERATIONAL SKILLS

Ability to perform financial projections and credit analysis
Capacity to review and synthetize various documentation, including information memorandum and finance documents
Curiosity to keeps abreast of evolving industry trends and market updates in energy and telecom/media/tech sectors in the Asia Pacific region
Excellence in analytical skills and description of complex financial models and scenarios
Ability to cope with highly competitive environment with workload pressure and tight deadlines
Impeccable compliance with rules and strong business ethics

The successful candidate will primarily support the origination and execution activities across a broad range of structured finance transactions (project finance and asset finance) in the Asia Pacific market. The candidate will work across sector teams within Financing and Advisory, with a focus on asset financing transactions in sustainable transport and solutions as well as export finance. Based in Singapore, the candidate will need to work closely with the Hong Kong, Sydney, Tokyo and Mumbai teams as required, as well as regional teams in South-East Asia. The candidate will also work with other areas of the bank such as client coverage, distribution and loan syndication, sustainable finance, debt capital markets, credit risk management and market risk management.

This is a Trainee position within the Financing and Advisory junior talent pool.

The successful candidate will report to the Singapore-based manager of the junior talent pool and work closely with the junior talent pool staffers on work assignment. As part of the junior talent pool, the candidate will be expected to demonstrate ability to work and develop relationships with a diverse group of stakeholders, including senior front officers, as well as participate in a junior training program and share knowledge within the junior talent pool.

Primary responsibilities include:

Contribute to the identification and origination of potential new business opportunities and assist with the preparation of marketing materials;
Build financial models including scenarios, sensitivity analysis and asset value parameters;
Review of transactional documentation, including deal information memorandum and finance documents;
Provide day to day transaction support in all aspects of the deal process, including the preparation of credit applications, a detailed due diligence and assessment of risks, and assistance with the use of pricing and profitability internal models
Manage other internal processes relating to advisory and financing transactions e.g. updating databases, briefing and meeting notes, completing internal system-based processes, etc.
Complying with all relevant process and internal guidelines in relation to the execution of advisory & financing transactions

Profile required

ACADEMIC BACKGROUND AND CERTIFICATIONS, EXPERIENCE

Bachelor’s or Master’s degree in Business, Economics, Finance, Engineering or a related discipline.
Prior experience in structured or corporate finance in a financial institution desirable.
Demonstrated ability in project finance modelling preferred. Shortlisted candidates will have to sit for a project finance modelling assessment run by the junior talent pool staffers.

OPERATIONAL SKILLS

Ability to perform financial projections and credit analysis
Capacity to review and synthetize various documentation, including information memorandum and finance documents
Curiosity to keeps abreast of evolving industry trends and market updates in energy and telecom/media/tech sectors in the Asia Pacific region
Excellence in analytical skills and description of complex financial models and scenarios
Ability to cope with highly competitive environment with workload pressure and tight deadlines
Impeccable compliance with rules and strong business ethics

• Assist the school’s manager and school leaders in carrying out the school’s financial functions, processes and procedures 
• Keep track of income and expenditure items by maintaining good and proper accounting records 
• Keep good and proper records of payment vouchers 
• Collect payments from pupils and vendors as and when required 
• Make and process payments to pupils/vendors and other stakeholders as and when required in an accurate and prompt while adhering to all school operating procedures and guidelines 
• Attend to telephone calls and walk-in customers and provide assistance to them in a professional and courteous manner 
• Assist the school in any other ad-hoc administrative matters as and when directed by the school’s leadership 
• The working hours are not negotiable

Job Objectives

The position is within our clients Private Bank Development Team and we are seeking a Technical Lead with strong hands-on experience in the development, design and review of critical applications within the Private Banking Domain.

You will lead and actively involved in the Governance and Project Lifecycle role especially during the solutioning, requirement gathering, design validations, project build and implementation. Working alongside with the Technology Delivery Manager (TDM) and other stakeholders such as System Analysts, Functional Business Analysts, and vendor partners to ensure the overall smooth delivery of application platform which complies with the architecture and design standards as per the defined solution design.

Key Responsibilities

• Support the project solution process, review and validate the initial high-level solution design together with the respective stakeholders (Enterprise Architect, Security Architect, Infra Architect, other Application Domain Architects) for Technology Architecture Governance reviews and approvals.

• Partner with System Analyst to ensure technical design complies with enterprise design principles, security and control standards

• Responsible for standardising and maintaining the application architecture across various bank applications within the domain as well as to recommend and facilitate the use of new technology for application improvement opportunities

• Address and resolve technical issues (eg, technical connectivity, Penetration Test, Performance Test, code scanning) or queries relating to the project activities arising from all phases of project delivery

• Support both functional and non-functional testing phase of delivery to ensure all aspects of the system requirement is delivered as per FSD

• Ensure proper knowledge is propagated to the project team to enable quality testing is conducted

• Engage with system vendors to ensure the technical requirements are clear for delivery of FSD throughout the end-to-end project implementation phases

Key Requirements

• Experience in Temenos Wealthsuite product such as EdgeConnect, TCIB, Triple A+ GUI,WUI, OData

• Experience in Unix/Linux shell scripting, Sybase or Oracle DB

• Experience in delivery of Private Banking solution and hands-on experience on at least 1 end-to-end application delivery

• Extensive and significant working experience as an technical lead in large cross-functional teams or enterprise projects

• Excellent application analysis, design, system integration and code review skills in the Private Banking/Wealth Management Space

• Able to work independently, good interpersonal, influencing and communications skills with a resilient mindset

• Strong technical background in integration with a good understanding of API Microservices concepts, software design patterns, event-based processing and OCP based application

• Experience in Java, OCP or Microservices based application development, knowledge, web-based/mobile development and Temenos Wealthsuite product such as EdgeConnect, TCIB, WUI, OData, TAP Core is a plus

• Experience in working with DevOps and Continuous integration with good understanding of n-Tier application architecture concept

• Experience with process methodology, frameworks, development methodologies (Agile, Waterfall SDLC) preferred

Business Function

Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

About the role

Regional Consumer Banking Operations (CBO) initiatives focus on delivering scalable and efficient processing capabilities in various countries. This role will provide the leadership in ensuring the successful implementation of such initiatives working with Technology teams and in-country Tech and Operations teams

Responsibilities

• Re-engineer the end-to-end process, analyse and review operations solutions
• Implement automation agenda to transform consumer banking operations across DBS
• Liaise with senior stakeholders on initiatives - from conceptualization to implementation.
• Conduct requirement gathering workshop, review and documenting requirements artefacts
• Review functional specifications and process define documents
• Coordinate and ensures UAT test plans and test case are executed within UAT schedule
• Work closely with regional teams and country teams to ensure timely delivery of project
• Drive and support the Regional CBO project management office
• Manage overall program financials across Regional CBO and work closely with business stakeholders & financial controllers to obtain program funding and developbusiness plans.
• Facilitate and assess budget, scope, risk and impact assumptions before project is undertaken
• Facilitate monthly project steering committee meeting to monitor and report projects progress (following up until completion) and for strategic decisions
• Facilitate and manage annual budgeting exercise
• Lead and guide the team members and work on task base/ad-hoc initiatives when required

Requirements

• Minimum 10 year experience in systems development and/or business process improvement initiatives
• Preferably with project life cycle experience in Financial Services Industry in Consumer Banking Operation
• Proven track record and experience in managing change management projects
• Hands-on team player who is able to see the big picture, possesses a can-do attitude and able to handle ambiguity
• Strong interpersonal, coordination and planning skills
• Work location is Changi Business Park

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

WORKING HOURS:

9am to 5.30pm (Mon to Fri); 8.30am to 1pm (Every Sat)

The Job:

• Handle enquiries regarding full suite of products including personal and corporate accounts, loans, deposits, cards
• Troubleshoot issues and address customers' concerns promptly
• Provide product / service information when necessary

The Requirements:

• Good communication skills
• 3-5 years of relevant working experience
• Proficient in MS office

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

CEI: R1104482

JANE LUI JIE'EN

Recruit Express Pte Ltd (EA Licence number 99C4599)

Salary: up to $4000 + 1m completion bonus

Duration: 1 year contract

Working Days & Hours: Mon-Fri Office Hours

Location: Jurong East

Job Description:

• Liaise and work closely with various stakeholders in performing cost calculation and pricing on existing and new services/ projects.

• Ensure Service master is updated and accurate for system go-live.

• Prepare, formulate, and rationalise price revision proposal to ensure organisation’s financial sustainability, while taking into consideration patient bill impact.

• Work with IT vendor to maintain efficient SharePoint workflow as part of continuous process improvement, including the identification and resolution of issues.

• Monitor and report SharePoint workflow turnaround time.

• Ensure accurate and timely update of data files for internal management reporting.

• Support annual cost refresh/ updates on services.

• Provide Business partnering support to Business Units within a growing regional healthcare system.

• Any other ad-hoc duties.

Job Requirements: Min Degree in Business/Finance/Accountancy or similar

Interested candidates, please submit your resume to: [email protected]

Ally Audrey Lok Xin Woon

Recruit Express Pte Ltd (Healthcare & Lifescience)

Company EA Licence number : 99C4599

Personnel EA License: R21102307

[email protected]

Our client is a Electronics Manufacturing Industry. Due to their current expansion plan, they are looking for a AR Finance Executive to join their team, in hopes of developing the current high performing team. They are located in the East.

Job Responsibilities:

• Manage the full Accounts Receivable (AR) function, including billings, receipts, collections, intercompany billings, and reconciliations.
• Review and approve credit note requests, ensuring they are properly documented.
• Assess creditworthiness of new customers, conduct periodic credit reviews, and manage credit limits and shipment holds to minimize risk.
• Prepare timely debtors ageing reports and statements of accounts to meet Day Sales Outstanding (DSO) targets, and resolve collection issues with relevant parties.
• Maintain Customer Master data in the ERP system.
• Generate and validate sales reports, ensuring alignment with General Ledger (GL) accounts.
• Perform bank reconciliations and handle bank-related matters, including Letters of Credit.
• Assist with Intercompany Accounts Payable (AP) invoice processing.
• Liaise with internal stakeholders, suppliers, banks, and external auditors as needed.
• Support month-end and year-end closing processes.

Interested candidates who wish to apply for the advertised position, please click APPLY NOW or email an updated copy of your resume/cv.

We regret that only shortlisted candidate will be notified.

Email Address: [email protected]

Recruitpedia Pte. Ltd.

EA License No. 19C9682

R24122162 | LAI CHAI LI

Job Responsibilities :

* To perform the Accounts Payable function

* Update receipt transaction records

* Process Claims and Petty Cash Documentations

* Other adhoc duties assigned by Management

* Assist Accountant in any accounting issues when required

Job Requirements :

* 1-2 years account related working experience

Good Pay + Good allowance + Good Bonus

Interested candidates please send an updated Resume / CV in Ms Word format to [email protected] or WhatsApp’s your resume to 98332779 ( no Calls)

Consultant in-charge : Quah Li Lian (Lilian) ( Registration No: R1983286 )

Duties and responsibilities of the job
(1) Accounts Receivable
• To prepare tax invoices, debit notes, credit notes
• To code, input and update all records into the relevant system.
• To prepare refunds to customers and dealers.

Good Pay + Good allowance + Good Bonus

Interested candidates please send an updated Resume / CV in Ms Word format to WhatsApp’s your resume to 98332779 ( no Calls)

Consultant in-charge : Quah Li Lian (Lilian) ( Registration No: R1983286

The Cash Product Commercialization Manager will assist the Regional Mid Cap & SME Cash team to drive business growth by commercializing cash products and solutions for our Mid Cap & SME customers:

1. Plan and execute campaigns and experiments to drive customer acquisition and utilization.

2. Leverage data analytics for leads and analyze results of campaigns and experiments to continuously gain insights and conversion.

3. Develop new product propositions to grow and entrench our position in the accounts and payments space.

4. Provide training and marketing support to implement go-to-market plans and drive product usage.

5. Drive efforts to maximize the use of digital channels for client acquisition, transactions, and ongoing engagements.

6. Work closely with Relationship Managers, Global Transaction Services, Marketing teams to ensure the delivery of business growth targets.

“This is in partnership with the 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 A-IT Software Services Pte Ltd’s PDPA and e2i PDPA.

1. Process daily Open Account Trade (OAT) transactions

2. Process invoices and financings to customers in accordance to the agreed service standards

3. Process settlement of principal loans and interest

4. Perform escalations and follow up on overdue invoices

5. To adhere to risk and control guidelines / policies, processes / procedures established in Standard Operating Procedure (SOP)

6. Support and assist in adhoc projects / requests to improve work processes

Group Financial Planning & Analytics supports the Business decision making of the Bank Group through timely provision of relevant and accurate financial and management information;

as well as insightful analysis of business profitability for generation of shareholder value.

The team also provides support for

· Central Operations reporting;

· balance sheet reporting;

· alignment of MIS and statutory reporting basis;

· Return on Capital, Operational risk and RoRWA computation;

· business planning, budgeting and forecasting;

· and provision of advisory services to our businesses.

The key responsibilities of the role are:

1) Prepare monthly flash and actual performance analysis and reports across Business units and countries for the Group, as well as for Central Operations.

2) Provide support for Central Operations reporting

3) Prepare monthly flash and actual performance analysis and reports for Central Operations

4. Review and co-ordination of adjustments to MIS numbers.

5) Participate in MIS projects to improve MIS process/systems where required.

Candidate Specifications

The successful candidate should have strong accounting skills. The preferred candidate should have MIS reporting experience.

The candidate must be a clear and confident communicator, and be able to work within a team environment as well as autonomously.

Qualifications / Education:

1) Qualified Accountant with strong academic background.

2) Experience required – Preferably at least 5 years post qualification experience preferably in MIS reporting in international banks or Banking audit in large accounting firms or other financial services firm.

Technical Knowledge

1) Strong MIS reporting skills.

2) Strong financial accounting and product knowledge.

3) Strong working knowledge of Excel, Word, Powerpoint.

4) Experience with Hyperion tools and Essbase, Tableau, SQL is a definite advantage

Position: Finance Operations Executive
Location: Raffles
Salary: Up to $3000

Responsibilities:

• Assist Finance Operations with various projects and initiatives.
• Work with stakeholders to draft requirements for new projects.
• Develop test cases based on project needs.
• Conduct testing to ensure project success.
• Help with documenting and reporting project progress.
• Provide support for Finance Operations as needed.

Qualifications:

• Degree in Accountancy, Finance, or Business.
• Solid understanding of finance operations, accounting, and internal controls.
• Strong attention to detail, work ethic, and problem-solving skills.
• Ability to work independently and meet tight deadlines.
• Proficient in Microsoft Excel, Word, and macros.

Attention to: Hailey

By submitting any application or résumé to us, you will be deemed to have agreed and consented to us disclosing your personal information to prospective employers for their consideration.

We regret to inform you that only shortlisted candidates will be notified. All applications will be treated with the strictest confidence.

Elitez Pte Ltd | EA Licence: 16C8004| Hailey YANG | Registration No: R1876431

Candidates must have Strong analytical/ problem solving skills and comfortable with working with numbers and relational datasets.

• Partner with business units to identify, quantify and realise cost/ productivity/ efficiency savings

• Lead enterprise programmes/ workstreams / projects to improve Group cost shape

• Drive financial analyses- data collection, analysis of financial / operational data, model development

• Develop and sharpen cost methodologies: Conceptualise/ implement performance management framework to assess initiative progress, incl. productivity from technology implementations

• Strengthen reporting, governance

“This is in partnership with the 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 A-IT Software Services Pte Ltd’s PDPA and e2i PDPA.

- Provide investigation support, track and monitor of reported customer issues escalated from frontliners.

- Ensure reported issues are resolved timely, and any critical issues are timely escalated /communicated to stakeholders.

- Work closely with front-office and technology team to provide detailed customer issue and information to assist them with timely investigation, impact assessment, resolution, and root cause analysis (RCA).

- Initiate periodic meeting with technology and product partners to review and follow up on all open production tickets relating to digital channel services.

- Collaborate with cross functional technology & product partners to help speed up resolution of complex issues.

- Collaborate with journey owners to resolve identified customer journey gaps.

“This is in partnership with the 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 A-IT Software Services Pte Ltd’s PDPA and e2i PDPA.

about the company

A regional bank with a mandate to increase its presence in Singapore and APAC region. Our client has an approved headcount for a Relationship Manager in Trade Finance, handling and acquiring new corporate accounts.

about the job

• Originate, structure and execute syndicated and bilateral loans for large clients
• Prepare credit applications, perform annual reviews and credit monitoring, staying compliant to regulations and bank policies
• Attending to CDD/ KYC matters, queries from clients and serve their business needs
• Structure, execute and follow through on flow trade transactions for clients
• Uncover, develop opportunities in order to grow the client portfolio

about the manager/team

You’ll be part of a dynamic team with good teamwork and working culture.

skills and experience

• Degree holder in Accounting, Business, Banking & Finance and Economics
• At least 3 years of experience in trade finance, bilateral and syndicated loans from corporate or commercial banking
• Good proficiency in Chinese, as the RM may need to communicate with Chinese speaking stakeholders

To apply online please use the 'apply' function, alternatively you may contact Judy at judy.low[@]randstad.com.sg or drop me a message on LinkedIn at https://www.linkedin.com/in/judy-low-bb09619a

(EA: 94C3609/ R22110790)

Responsibilities:

• Process requests for Trade Finance activities (LC Issuing and Amendments, Financing of Export/Import Bills, Collection of Export/Import Bills, Trust Receipts, etc.) for approval.
• Checking of import and export shipping documentation provided by counterparty banks or branch customers.
• Conduct checks for all sanctions listings, controlled products, and anti-money laundering.
• As directed, prepare, and assemble monthly reports for the head office or a branch.
• Process transactions and enter them into trade finance systems.
• Resolve any issues customers may have with export-import discrepancy documents or the preparation of supporting paperwork for financing.

Requirements:

• Diploma/Degree with minimum 3 years of banking experience in Trade Finance
• Proficient in UCP 600 with good checking experience in import and export shipping documents.

Please state your availability, current and expected salary in the resume.

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Eddie Tang | Registration No: R1221129

Start your career with OCBC as a Personal Financial Consultant!

At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and territories. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. If you have passion, drive and the will to succeed, rise to the challenge today!

Global Consumer Financial Services serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Singapore, our customer proposition caters to different life-stages and needs, ranging from Mighty Savers for children and young families, FRANK by OCBC for youths and young working adults to OCBC Premier Banking for affluent individuals. Besides being the pioneer in various banking products and services which include FRANK by OCBC, full-service Sunday Banking and our award-winning Online Banking, we are also the market leader for Bancassurance sales.

What is it like being a Personal Financial Consultant at OCBC?

As a Personal Financial Consultant, you will be based at one of our island-wide Branches and will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include insurance, loans, unit trusts and structured deposits. With an emphasis on consultative selling to meet customers’ needs, you will also proactively build and manage long-term customer relationship and provide good after-sales service to them.

To help you succeed in your role, you will join our structured training program during the first 6 weeks of your career with us. Thereafter you will also have at least 5 training days every year to help you further develop your career and keep your skills sharp and up-to-date with the latest developments in the industry.

As a successful Personal Financial Consultant, you will have the option to take your career forward by either pursuing our Management Route, on the path of becoming a Branch Manager one day, or the Sales Route, growing into a Senior Relationship Manager working with premier private clients. Plus, as a top performer, you will be invited to trips, visiting great locations across the world from Paris, Barcelona to London and many more.

Qualifications:

The successful candidate should be able to demonstrate the following selection criteria:

• Preferably has a Degree or a Diploma with at least 2 years of relevant retail banking sales experience.
• Fresh grads are also welcome to apply.
• Results-oriented go-getter who works well under pressure.
• Prepared to have flexible working hours that may include working on weekends.
• Candidates with more than 2 years of relevant financial advisory experiences and proven sales records will be considered for senior position.

Our client is a well-established international bank that offers a diverse range of banking services to its clients. The bank is committed to providing excellent customer service and maintaining high standards of professionalism and integrity.

about the job

• Develop and maintain strong relationships with corporate clients involving credit facilities, trade finance, cash management, and other corporate banking services understanding their needs and objectives.
• Identify opportunities to cross-sell and upsell banking products to existing clients, maximising revenue generation.
• Analyse client financials, assess risk, and propose appropriate banking products and services to meet their needs.
• Preparing credit proposals, coordinating with other departments for approvals and undertaking credit monitoring & asset reviews of the portfolio.
• Executing transactions in a timely and efficient manner in line with customer expectations.

skills and experience required

• Bachelor's degree or higher, preferably in Business or a related discipline.
• At least 5 years of experience in corporate banking.
• Strong business acumen and market awareness, with the ability to identify and capitalize on business opportunities.

*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

Role Description

This is a full-time position located on site in Singapore for an Investment Banking Analyst covering Asia. They will be responsible for day-to-day tasks, including conducting research, preparing financial models, preparing marketing materials, and executing transactions. They will work closely with other team members on data and financial analyses, due diligence activities, and the creation of transaction materials. Being exposed to every aspect of a deal/transaction cycle, the candidate will be involved in the deal sourcing process, evaluation of such opportunities, arranging and structuring of such transactions, and see to the completion and documentation. The role needs a go-getter who wants to gain investment banking skills to eventually become a deal maker.

Qualifications

• Fresh graduate from a good university with no more than 1 year of work experience.
• Strong analytical skills, critical thinking, and attention to detail
• Ability to work flexibly in a fast-paced environment with shifting priorities and timelines
• Excellent communication and interpersonal skills, including the ability to work collaboratively with cross-functional and international teams
• Bachelor's degree in finance, accounting, economics, or related field. A higher degree or relevant qualification is a plus

Primary Objectives of Position
We are looking for a self-motivated individual with exceptional attention to detail. The ideal candidate will have strong analytical and accounting skills, as well as a growth-oriented and innovative mindset.

Job Responsibilities
-Handle the complete set of accounts for assigned services
-Perform monthly account closings and prepare balance sheet schedules.
-Preparation of financial schedules, statutory accounts and ensuring accounts quality meets the agreed service levels
-Submit statutory and other required reports
-Reconcile intercompany and bank transactions.
-Prepare monthly consolidated reports and dashboards.
-Assist in managing fixed assets, including disposals and transfers.
-Handle the annual budget and forecast for assigned services with proper analysis.
-Ensure the service budget aligns with funding agreements from ministries.
-Update cash flow projections for assigned banks.
-Collaborate closely with business counterparts on financial matters.
-Handle audit inquiries and prepare audit schedules for year-end audits.
-Maintain confidentiality and security of information at all times.
-Thoroughly understand the nature and operations of assigned services.
-Propose changes to finance processes to improve internal controls or increase efficiency, where applicable.
-Maintain a continuous improvement mindset by partnering with team members and supervisors to streamline and implement best practices.
-Identify daily operational issues and collaborate with the supervisor to resolve them
-Perform ad-hoc assignments as required by supervisors.

Job Specifications
-Degree in Accountancy or its equivalents
-Minimum 2 years of working experience

Knowledge/Skills
-Meticulous, strong analytical and presentation skills
-Strong knowledge in financial and management accounting

JOB DESCRIPTION :

• Perform financial management duties including generating financial data, compiling and submitting reports, analyzing industry trends and assessing the financial health of the company.
• Oversee the operations and development of the company’s finance departments including creating and reviewing policies, budgeting, recruiting, training and conducting regular assessments of financial procedures.
• Supervise the preparation of quarterly and annual account reconciliations, monitor and enforce compliance with tax and financial reporting standards and assist with cash flow forecasting of daily finance activities.
• Advise colleagues and executive management on decisions related to the company’s finances and accounts.

RESPONSIBILITIES

• Develop, maintain and update cost accounting models and systems, standard costs to advise management on price changes in order to maintain and maximize profit margins
• Lead the development, roll-up and communication of inventory planning activities
• Conduct research and data analysis to inform business decisions
• Analyze industry trends, identify expansion opportunities and competitive threats in the market
• Monitor the day-to-day financial operations within the company
• Prepare and present periodic financial forecast and results to the Managing Director.
• Provide strategic recommendations to the management team and advising on long-term business and financial planning
• Responsible for ensuring the risk and compliance management framework is embedded and operational for the Company
• Advise operational leaders on financial, strategic, organizational, and business issues for both short- and long-term growth strategies.
• Assist in implementation of management and administrative financial systems, policies, and procedures to provide structure and discipline for sustained business growth.
• Manage & liaise with external auditor/tax agent
• Perform other duties as assigned.

REQUIREMENTS

• Bachelor’s Degree in Accountancy, Finance, CPA, ACCA or its other equivalent
• Strong technical accounting skills.
• Good business sense and acumen
• Strong analytical and numeracy skills, and able to work with minimum supervision
• Ability to identify financial issues, develop and execute mitigating actions.

Responsibilities:

• Perform day-to-day processing and accounting of all accounts payable transactions
• Ensure that all invoices are accurately posted into the accounting system and are supported by the required documents and approvals
• Ensure payments are processed and posted into the accounting system in a timely and accurate manner
• Prepare monthly AP Reconciliation and schedules (e.g., prepayment, accrual, contract staff etc)
• Ensure timely and accurate AP month-end closing
• Respond to suppliers’ payment queries in a timely manner
• Ensure customers’ receipts and bank movement are posted into accounting system in a timely and accurate manner
• Assist in audit matters
• Any other job-related tasks as assigned by the superior

Requirements:

•  Diploma holder in Finance / Accounting
•  1 year experience in similar role
•  Experience in SAP Business One ERP system would be an advantage
•  Must be self-motivating, capable of working independently to meet tight deadline and taking initiatives
•  Possess good communication skills
•  Detail-oriented with a hands-on approach