Accounting Executive

(1 year contract roles - subject to renewal for another year depending on business needs)

• Working Days: Monday – Friday
• Working Hours: 9 am to 5.45 pm
• Location: Raffles
• Salary: $3,500 - $4,500 (Depending on experience)

General:

• Expected to be able to ensure accuracy and integrity of financial analysis data within the deadline.
• Expected to maintain the general ledger in accounting activities

Specific:

• Assist in month/year-end closing
• Assist in quarterly consolidation package
• Daily system operation in general ledger
• Balance Sheet account reconciliation
• Assist and liaise with auditor for annual and quarterly audit
• Daily system operation in account payable maintenance
• Supplier and customer master data maintenance
• Assist in cashflow maintenance and projection report
• Assist in corporate income tax data preparation
• Assist in GST report data
• Assist in annual inventory stock take
• Ad-hoc support for all accounting and finance duties

Requirement:

• Minimum 3 years in Financial Accounting field
• Preferable with SAP knowledge
• Diploma in relevant discipline

WhatsApp: https://wa.me/6591044149 (Shermaine)

Siah Sze Ming Reg No: R24125414

The Supreme HR Advisory Pte Ltd EA No: 14C7279

Accounting Executive

(1 year contract roles - subject to renewal for another year depending on business needs)

• Working Days: Monday – Friday
• Working Hours: 9 am to 5.45 pm
• Location: Raffles
• Salary: $3,500 - $4,500 (Depending on experience)

General:

• Expected to be able to ensure accuracy and integrity of financial analysis data within the deadline.
• Expected to maintain the general ledger in accounting activities

Specific:

• Assist in month/year-end closing
• Assist in quarterly consolidation package
• Daily system operation in general ledger
• Balance Sheet account reconciliation
• Assist and liaise with auditor for annual and quarterly audit
• Daily system operation in account payable maintenance
• Supplier and customer master data maintenance
• Assist in cashflow maintenance and projection report
• Assist in corporate income tax data preparation
• Assist in GST report data
• Assist in annual inventory stock take
• Ad-hoc support for all accounting and finance duties

Requirement:

• Minimum 3 years in Financial Accounting field
• Preferable with SAP knowledge
• Diploma in relevant discipline

WhatsApp: https://wa.me/6591044149 (Shermaine)

Siah Sze Ming Reg No: R24125414

The Supreme HR Advisory Pte Ltd EA No: 14C7279

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!

Position Title: Customer Financial Service Representative (Job ID: 19356)

Company: MNC Logistic Company

Location: East (5-10 minutes from MRT Station)

Customer Financial Service Representative

Offers attractive benefits and opportunity for Career Progression in the future. Training is provided.

Job Description:

• Credit Assessment for new and existing customer.
• AR follow up with customer on the payment overdue.
• Assist in channel customer invoice dispute or payment application to internal team for follow up.
• Other AR related query.
• To be a team player in operation team to drive process and service improvement with strong and effective communication skill.

Job Requirements:

• Proficiency in Japanese language to communicate effectively with Japanese-speaking clients in Japan.
• Diploma or Degree holder preferred.
• Minimum 1-3 years of work experience is preferred.
• Follows Japan's Calendar including PH.
• Basic English for internal communication.
• Ability to interact with customers via email / phone to achieve work responsibility.
• Ability to use internal systems for transaction and Excel
• Experience of customer service or other admins will be advantage.
• Ability to communicate with customer patiently and precisely.
• Problem solving skills.
• Team player for achieving goal as a team.

Interested applicants please send your resume to Jing Ling, jingling at pasona.com.sg with email subject header "Job Application for Customer Financial Service Representative (Job ID: 19356)".

We regret that only shortlisted candidates will be notified. Other applications will be updated to our database for future job opportunities.

By submitting any resumes or applications to Pasona Singapore Pte Ltd, you are considered to have read and agreed on the terms of our Privacy Policy, and consented to us collecting, using, retaining, disclosing your personal information to the prospective employers for their consideration.

Effective from 1 October 2020 under the new Employment Agencies (EAs) Licence Conditions,

EAs will be required to collect the personal data (e.g. NRIC number number for overseas candidates) of applicants referred to employers for permanent or contract job positions of at least six months with a fixed monthly salary of S$3,300 and above.

PDPA requirements on collection, use, and disclosure of personal data would not be applicable to EAs that are collecting such information as it is a regulatory requirement by Ministry of Manpower.

Please find Privacy Policy Agreement from the below link.
http://www.pasona.com.sg/privacy.html

Tan Jing Ling

EA Registration No: R24124404
Pasona Singapore Pte Ltd
1 FINLAYSON GREEN ＃09-02 SINGAPORE 049246
Email: [email protected]

URL: www.pasona.com.sg

EA License No:90C4069

Responsibilities

• Assist the AML Compliance department to implement and maintain robust framework for AML/CFT compliance reviews to assess the implementation of applicable rules and regulations
• Keep abreast of AML/CFT regulatory changes and provide timely dissemination of regulatory updates to ensure that the business units and relevant departments are aware of the latest rules and regulations
• Facilitate AML/CFT training materials and conduct regular trainings to all staff
• Additional/ ad-hoc duties may be assigned when required

Requirements

• Independent, driven, resourceful and meticulous
• High sense of responsibility and integrity
• Strong interpersonal and analytical skills
• Duration of internship flexible (minimum 3 months)
• Part time internship (3 days a week) can be considered (Please indicate your availability on CV)
• Openings are available from December 2024 - December 2025

Salary: Up to $4750

Duration: 6 months contract

Location: Raffles Place

Working Hours: Monday to Friday, 9am to 6pm

Industry: Insurance company (Financial Reporting Department)

Job Purpose

To execute processes relating to month end financial closing, drive and support system implementation and process improvement initiatives related.

Job Description:

• Prepare financial reporting deliverables and their supporting schedules
• Handle ad hoc assignments to support internal and external users on finance related matters.
• Work with respective Business Units and IT for system enhancements and timely resolution of interface issues and reconciling items.
• Support User Acceptance Testing when required
• Execute and improve on work processes and controls to improve effectiveness and efficiency of reconciliations, reporting, and financial closing.
• Support company’s initiatives as required.
• Liaise with auditors and respective internal departments to address audit findings
• Take accountability in considering business and regulatory compliance risks and take appropriate steps to mitigate the risks
• Maintain awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company
• Highlight any potential concerns/ risks and proactively share best risk management practices
• Takes accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks.

Requirements:

• Degree or Diploma in Accountancy or ACCA or its equivalent.
• 2 years of relevant financial closing experience
• Candidates with life or general insurance accounting experience have an added advantage.
• Strong analytical thinking and problem solving skill
• Strong drive to understand new topics and explore new solutions under minimal supervision
• Strong focus on timely and accurate reporting
• Strong communication, leadership and influencing skill
• Proficient in MS Excel and MS Office

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

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore 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.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394
R1435126 (Aw Yu Chen)

Are you ready to shape the future of derivatives trading? As a Quantitative Analyst at Deriv,

you'll be at the forefront of developing cutting-edge pricing models and risk management

algorithms that drive our fully automated trading platform. Your work will directly impact the

growth, profitability, and risk management of our company, ensuring we stay ahead in the

competitive world of online trading.

On a given day, you will:

● Apply complex mathematical models to real-world trading scenarios

● Develop and optimise derivatives pricing and risk management algorithms

● Analyse trading patterns to uncover new market opportunities

● Collaborate with cross-functional teams to align your work with organisational goals

● Perform data mining using SQL databases and other analytical tools

● Monitor trading activity to ensure platform integrity and minimise abuse

● Generate insightful reports on client trading trends

You may enjoy working with us if you:

● Thrive on solving abstract mathematical problems with real-world applications

● Are passionate about financial markets and derivatives trading

● Excel at communicating complex ideas to both technical and non-technical audiences

● Enjoy working in a fast-paced, dynamic environment where your work has immediate

impact

● Are curious and always eager to learn about new financial instruments and market

dynamics

Role & Responsibilities

First-year Analyst role within the Research & Strategy team. Primary function is to support the fund’s Portfolio Managers. Key aspects of the role:

• Keeping abreast with currency, equity and fixed income trends and valuation and market moving events (including geopolitical events)
• Analysing economic data in all Asian and G10 markets to formulate trade ideas
• Econometric models and Quantitative statistical analysis are also utilized
• Regular interaction with external sell-side research and economists
• Python proficiency

1. Apply technical expertise in quantitative analysis, data mining, economics & financial markets knowledge to perform economic modelling and event studies using Python
2. Development and back-testing of systematic trading strategies across different asset classes (FX, Equities, Fixed Income) using statistics libraries from Python and in-house proprietary software
3. Design and implementation of algorithms and automated tools using Python for web-scraping, data cleaning, and data visualization purposes
4. Build new libraries for analytics by writing clean and maintainable code

Basic Qualifications

• Highly motivated self-starter who has an individual passion for financial markets
• Keen understanding of macroeconomic, fixed income, currency and equity markets
• Strong, confident communication and interaction skills
• On top of strong academic qualifications, quantitative finance qualifications or academic courses will be valued
• Prior fund management internship experience is preferred
• Besides strong Excel skills, Programming/Coding is REQUIRED (Python, C++) and able to use Bloomberg
• Fluency in Business Mandarin is a must

POSITION GENERAL DUTIES AND TASKS :

Key Skills:

Experience in AML, KYC, Netreveal KYC upgrade, Transaction Monitoring, Banking compliance projects and applications;
Able to write shell scripts and DB queries
Requirement Analysis, Functional Specification, SIT, UAT, Architecture and Design, Change Management, Problem Management, Shell Script, SQL, Machine Learning

Job Objectives

To support AML Projects for Singapore and Regional entities

Key Responsibilities

Participate in end-to-end study of business requirements for the implementation and machine learning based AML system.

Liaise with application teams across group and countries build the enhancements according to the technical solution plan

Analyse user requirements and convert requirements to design document and other system documentation to capture key design decisions

Plan technical deliverables, perform design and development works to meet project’s requirements within schedule

Perform data mapping and process mapping with interfacing applications

Escalate issues that impacts project schedule on timely basis and propose workarounds/resolutions

Create technical documents for the solutions. Compile timely, comprehensive, and accurate documentation as requested

Test, maintain and recommend software improvements to ensure strong functionality and optimization

Work with production support team members to conduct root cause analysis of issues, review new and existing code and/or perform unit testing

Partner with Test Management teams to ensure completion of SIT, UAT, performance / load testing and application security testing with quality result

Liaise with other application teams and business users to prepare test cases and test data prior to testing in UAT and Mock Run environment

Manage project change request approval windows and deployment schedule

Engage and collaborate with Architects, Security and Development Lead to ensure solution design complies with enterprise design principles, security and control standards

Facilitate and provide technical and testing support before and after production deployment

Liaise with other units across IT and Business in the organization

Manage external vendors for project delivery within schedule

Key Requirements

Must Have

At least 7 years of experience in Compliance Banking and AML in System analyst or Business Analysts role

Ability to multitask effectively and handle large amounts of data

Highly driven, pro-active and a strong team player

Excellent interpersonal skills and written and verbal communication skills in English

Good to Have

Experience in Hadoop ecosystem and technologies, Machine Learning
Experience in NoSQL database or Big Data, Shell Scripting
Experience in Control-M, Git, Jenkins, JIRA
Experience in SharePoint and Confluence.

• Maintain, manage and modify all software systems, tools, and applications.
• Identify the areas of improvement to reduce time to delivery avoiding manual errors.
• Support version upgrade for the products and amend the scripts/process as and when required.
• Integrate with SMS/NaaS notification tool.
• Coordinate with developers to build and implement technology solutions.
• Excellent communication skills and problem-solving abilities are essential.
• Provide testing support to meet DITSCAP, DII COE, JTA-A, and DoD standards.
• Knowledge of databases, system security and troubleshooting recommended.
• Prepare required documentation to cover each SDLC stages (e.g. Functional spec, test cases etc).
• Enhance system to deliver Change workflow functionality
• Rollout the solution to all environments across different environments.

Job Summary:

We are seeking a skilled and detail-oriented Business Analyst to support Investment Services Private Market data ecosystem analytics and services. This role will focus on reviewing and refining the strategy for private market data solutions, ensuring that teams within the private market space collaborate effectively, align with business objectives, and drive improvements in data-driven decision-making. The ideal candidate will have strong business analysis expertise, particularly within the financial or investment sectors, and a keen understanding of data management and solution delivery.

Key Responsibilities:

• Collaborate with stakeholders across the private market space to understand business requirements and translate them into actionable data insights and solutions.
• Analyze and assess private market data strategies and ensure alignment across teams to improve overall synergy and collaboration.
• Design, document, and review business processes, data workflows, and system requirements related to private market data services.
• Work closely with development teams to ensure that data ecosystem solutions are built according to business needs and specifications.
• Support the software development lifecycle (SDLC), with a focus on quality assurance, testing, and validation of data solutions.
• Create and maintain detailed documentation on business requirements, use cases, test plans, and testing results.
• Perform SQL-based data analysis and validation to ensure data integrity and accuracy across systems.
• Coordinate with cross-functional teams including data engineers, product managers, and business stakeholders to ensure the successful delivery of projects.
• Assist in identifying and addressing gaps in data coverage, reporting, and analytics that impact business objectives.
• Help prioritize tasks and manage multiple projects simultaneously in a fast-paced, evolving environment.
• Provide ongoing support for data and analytics solutions, identifying areas for continuous improvement and optimization.

Requirements:

• Education: A degree in Computer Science, Information Technology, Business Analytics, or a related field.
• Experience:Minimum 3 years of experience as BA. Maximum experience 15 years.
• Proven experience as a Business Analyst, with a focus on data analytics, testing, and solution delivery in the financial or investment industry.
• Technical Skills:Strong proficiency in SQL and data analysis.
  Deep understanding of software development life cycle (SDLC) and testing methodologies (e.g., functional, regression, integration testing).
• Analytical Skills: Excellent analytical, problem-solving, and critical thinking skills, with a strong ability to interpret complex data and identify patterns or areas of improvement.
• Communication: Strong written and verbal communication skills, with the ability to present complex information clearly to stakeholders at all levels.
• Collaboration: Exceptional interpersonal skills with the ability to work collaboratively across cross-functional teams, bridging the gap between technical and business stakeholders.
• Attention to Detail: Highly detail-oriented with a strong focus on data quality, accuracy, and precision.
• Time Management: Ability to manage multiple tasks, prioritize effectively, and work in a fast-paced, deadline-driven environment.

Preferred Qualifications:

• Experience in the private markets, financial services, or investment industries is a plus.
• Familiarity with business intelligence tools or data visualization platforms.
• Knowledge of agile development methodologies.
• Experience with data governance, data quality frameworks, and data integration

• Min 3 years of experience.
• At least 5 years of data-related working experience, with at least 3 years of hands-on experience in data management and data analytics in the finance, investment, banking, and asset management industries.
• Good understanding of the principles, key controls and processes relating to data management.
• Good at working with details and is meticulous in operations and tasks.
• Good understanding of data modelling.
• Good understanding on OLTP, Data Lake, Lakehouse technologies that may include knowledge of Snowflake, S3, AWS Glue, DeltaLake, DataBricks.
• Good understanding of CI/CD pipelines, DevOps, DataOps, and their applicability in financial services.
• Experience in working with databases using database technologies (e.g. MS SQL, Snowflake, Redshift and PostgreSQL) and data integration products (e.g. Informatica, Data Factory, Bash).
• Extensive data-related experience in programming languages eg Python, SQL, Scala, Javascript, and similar.
• Experience in working with business intelligence and data visualization tools e.g. Tableau, PowerBI.
• Experience with SDLC methodology and/or agile methodologies like Scrum and Kanban and its related applications eg Confluence and JIRA.
• Good team player, with strong analytical skills and enjoys complex problem solving.
• Experience in data engineering platforms and virtualization eg Denodo, Jupyter, O365.
• Excellent written and spoken English and strong presentation skillsets.
• Strong inter-personal and people leadership skills to interact with diverse stakeholders.

Responsibilities:

• Working closely with data analysts and business end-users to implement and support data platforms using best-of-breed technology and methodology.
• Implement and design robust and scalable solutions to meet business needs and take operational considerations into account. Demonstrate technical expertise in the assigned areas.
• Manage operations and maintain SLAs. Implement automation in data management. Collaborate with data engineering, architecture, and governance.
• Perform data and metadata quality, modeling, lineage, cleansing, onboarding, registration, discoverability, access controls, migration, optimization, and cataloging. Execute, maintain and manage the whole data lifecycle.
• Conduct requirement workshops with stakeholders, analyze and translate business and other requirements holistically into data strategies, plans, and actions.
• Cover all aspects of data distribution and data service.
• Design and implement scalable data pipelines and data service modules with robustness in mind to support the growing demands from business users.
• Analyze and resolve day-to-day operational incidents and advisory to business users.
• Listen to upstream changes, perform impact analysis and mitigate-modify-implement.
• Do impact analysis, inform and distribute to downstream users and applications.
• Analyze systems operations data (SLAs, customer satisfaction, delivery quality, team efficiency etc.) to identify actionable trends for continual improvements.
• Data, application, and system checking and testing (eg UAT), CICD and go-live.

A Financial Consultant with the focus in the expat wealth management market in Singapore to counsel clients on potential investment opportunities, by exercising their knowledge of investment strategies, securities, tax laws, pension plans, real estate, and insurance.

Determine the client’s assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives in order to suggest financial alternatives that will co-ordinate with both the client’s short term and long term financial goals.

Key Responsibilities:

• Analysis of client’s financial status, developing client value proposition plans based on the understanding of financial data, and discussion of financial objectives with the client.
• Build client relationships based upon developing strategies focused on achieving the client’s financial goals through the use of financial and wealth management solutions.
• Establish relationships to ensure that the client retains the Group and Consultant for wealth management services over the longer term.
• Prepare and submit recommendation documents to implement a plan selected by the client.
• Advise clients on appropriate investment products, financial and wealth management services/products.
• Where applicable, refer the client to other financial establishments/organisations to obtain services outlined in the client value proposition plan that are beyond the scope of services provided by St. James’s Place.
• Regular ongoing contact with the client to revise financial plans based on the review and modification of client needs or changes in the investment market.
• Arrange suitable insurance for the client, recommending the amount and type of coverage based on a needs analysis
• Keep abreast of the financial markets, constantly monitoring the specific investments in the client’s portfolios, and keep up to date with new investment strategies and investment vehicles.
• Develop and cultivate a client base through on going servicing.
• Attend Financial Advisers meetings and continuing education sessions to retain and develop knowledge about products, services, policies, and acquire the required relevant CPD certification.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
• Comply with all industry rules and regulations.
• Work alongside local Marketing Team to create an individual sales and marketing strategy for cultivating new client relationships.
• In-depth understanding of the expat wealth management market in Singapore

Other duties:

• Adhere to Company policies and procedures
• Deliver a Client centric advisory process covering the holistic needs of clients both investment and protection

Qualifications required:

• M5, M8, M8A, M9, M9A, HI (essential)
• CHFC or CFP accredited (desired)
• UK Financial Services qualifications (an advantage)

Skills and Requirements

• Self-driven individual who has passion to excel
• Strong communication and interpersonal skills
• Minimum 5 years’ experience providing face-to-face financial advice
• Good knowledge of current market performance and investment strategies
• Strong Knowledge of Financial Planning/Wealth Management advisory process
• Strong understanding of UK/European/Australian market knowledge including but not limited to Pension and Tax ideally with a UK relevant financial services qualification
• Strong client base and a large network of High-Net-Worth individuals, with proven track record of turning prospects into clients and existing funds under management

Overview

A Financial Consultant with the focus in the expat wealth management market in Singapore to counsel clients on potential investment opportunities, by exercising their knowledge of investment strategies, securities, tax laws, pension plans, real estate, and insurance.

Determine the client’s assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives in order to suggest financial alternatives that will co-ordinate with both the client’s short term and long term financial goals.

Key Responsibilities:

• Analysis of client’s financial status, developing client value proposition plans based on the understanding of financial data, and discussion of financial objectives with the client.
• Build client relationships based upon developing strategies focused on achieving the client’s financial goals through the use of financial and wealth management solutions.
• Establish relationships to ensure that the client retains the Group and Consultant for wealth management services over the longer term.
• Prepare and submit recommendation documents to implement a plan selected by the client.
• Advise clients on appropriate investment products, financial and wealth management services/products.
• Where applicable, refer the client to other financial establishments/organisations to obtain services outlined in the client value proposition plan that are beyond the scope of services provided by St. James’s Place.
• Regular ongoing contact with the client to revise financial plans based on the review and modification of client needs or changes in the investment market.
• Arrange suitable insurance for the client, recommending the amount and type of coverage based on a needs analysis
• Keep abreast of the financial markets, constantly monitoring the specific investments in the client’s portfolios, and keep up to date with new investment strategies and investment vehicles.
• Develop and cultivate a client base through on going servicing.
• Attend Financial Advisers meetings and continuing education sessions to retain and develop knowledge about products, services, policies, and acquire the required relevant CPD certification.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
• Comply with all industry rules and regulations.
• Work alongside local Marketing Team to create an individual sales and marketing strategy for cultivating new client relationships.
• In-depth understanding of the expat wealth management market in Singapore

Other duties:

• Adhere to Company policies and procedures
• Deliver a Client centric advisory process covering the holistic needs of clients both investment and protection

Qualifications required:

• M5, M8, M8A, M9, M9A, HI (essential)
• CHFC or CFP accredited (desired)
• UK Financial Services qualifications (an advantage)

Skills and Requirements

• Self-driven individual who has passion to excel
• Strong communication and interpersonal skills
• Minimum 7 years’ experience providing face-to-face financial advice
• Strong knowledge of current market performance and investment strategies
• Strong Knowledge of and a demonstrable Financial Planning/Wealth Management advisory process
• Strong understanding of UK/European/Australian market knowledge including but not limited to Pension and Tax ideally with a UK relevant financial services qualification
• A significant client base of High-Net-Worth individuals, with proven track record of turning prospects into clients and significant existing funds under management

Overview

A Financial Consultant with the focus in the expat wealth management market in Singapore to counsel clients on potential investment opportunities, by exercising their knowledge of investment strategies, securities, tax laws, pension plans, real estate, and insurance.

Determine the client’s assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives in order to suggest financial alternatives that will co-ordinate with both the client’s short term and long term financial goals.

Key Responsibilities:

• Analysis of client’s financial status, developing client value proposition plans based on the understanding of financial data, and discussion of financial objectives with the client.
• Build client relationships based upon developing strategies focused on achieving the client’s financial goals through the use of financial and wealth management solutions.
• Establish relationships to ensure that the client retains the Group and Consultant for wealth management services over the longer term.
• Prepare and submit recommendation documents to implement a plan selected by the client.
• Advise clients on appropriate investment products, financial and wealth management services/products.
• Where applicable, refer the client to other financial establishments/organisations to obtain services outlined in the client value proposition plan that are beyond the scope of services provided by St. James’s Place.
• Regular ongoing contact with the client to revise financial plans based on the review and modification of client needs or changes in the investment market.
• Arrange suitable insurance for the client, recommending the amount and type of coverage based on a needs analysis
• Keep abreast of the financial markets, constantly monitoring the specific investments in the client’s portfolios, and keep up to date with new investment strategies and investment vehicles.
• Develop and cultivate a client base through on going servicing.
• Attend Financial Advisers meetings and continuing education sessions to retain and develop knowledge about products, services, policies, and acquire the required relevant CPD certification.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
• Comply with all industry rules and regulations.
• Work alongside local Marketing Team to create an individual sales and marketing strategy for cultivating new client relationships.
• In-depth understanding of the expat wealth management market in Singapore

Other duties:

• Adhere to Company policies and procedures
• Deliver a Client centric advisory process covering the holistic needs of clients both investment and protection

Qualifications required:

• M5, M8, M8A, M9, M9A, HI (essential)
• CHFC or CFP accredited (desired)
• UK Financial Services qualifications (an advantage)

Skills and Requirements

• Self-driven individual who has passion to excel
• Good communication and interpersonal skills
• Minimum 3 years’ experience providing face-to-face financial advice
• Investment experience or good knowledge of investments
• Good understanding of Financial Planning/Wealth Management advisory process
• Knowledge in UK/European/Australian financial services markets including but not limited to Pension and Tax will be an added advantage
• Relevant UK financial service qualifications an advantage
• Existing client base with proven track record of turning prospects into investment clients

Your new company

This is a trading firm with a strong presence and branding.

Your new role

• Assist Front Office with doing a 1st level check on KYC profiles to ensure completeness and accuracy before approval
• Perform name screening to check clients for adverse news
• Sourcing relevant documentation, news articles, and internet searches to corroborate the clients' declarations
• Collaborate with internal stakeholders, including compliance, risk management team and checker team to ensure alignment with company policies and industry best practices.
• Execute day to day operation tasks.
• Performing the due diligence on new/existing clients, requesting the KYC information, documentation, review, and verification of received documentation and making an analytical risk assessment.
• Periodically evaluate existing Clients according to established policies and procedures.
• Periodical review of KYC records as to completeness, including verifying that due diligence has been performed and that standards are complied with; also, that the files and risk assessments are current and up to date.
• Investigating high risk clients and reporting where necessary, including Politically Exposed Persons, and obtaining all necessary documentation to complete the client file.
• Maintain continuous contact with customer to keep customer file updated.
• Communicate effectively and efficiently with relevant internal and external parties to obtain KYC documents.

What you'll need to succeed

• Bachelor’s degree or diploma in banking/ finance or in any related majors
• At least 1 years of experience in KYC role within financial services, or crypto industry
• Excellent research and analytical skills
• Must have good planning and time management/prioritization skills
• Good interpersonal skills

What you'll get in return

This is an excellent opportunity to be part of a financial services organisation. You will be part of a collaborative working environment and you will gain exposure to the environment.

What you need to do now

If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV, or call Francesca at Hays on +65 6027 2257 or email [email protected] for a confidential discussion. Referrals are welcome.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

EA Reg Number: R1660446

EA License Number: 07C3924

Company Registration No: 200609504D

Looking for an immediate starter with a minimum of 2-3 years of full set accounting experience. Candidates with taxation experience will be highly advantageous.

Job Details:

• Contract: 1 year
• Location: West - Clementi
• Working Hours: Mondays to Fridays: 8.30 am to 5.30 pm (Wednesday : 8.30 am to 6.00 pm)

Job Description:

• In charge of the preparation of entities’ monthly, quarterly and annual financial statements in compliance with all regulatory requirements, including SFRS, Corporate tax, Charity and IPC specific reporting obligations
• Ensure accurate and timely delivery of monthly, quarterly and annual financial reports, including the analysis and commentary on major variances
• Provide monthly audit schedules and assist in internal and external audit queries
• In charge for preparation of entities corporate tax (ECI) and work closely with tax agent to file annual corporate tax returns
• Handle all tax queries and tax audit whenever required
• Assist with preparation of transfer pricing documentation
• Support and ensure compliance with all financial filling requirements, corporate tax filling requirement
• Involve in continuous process improvement for more effective and efficient operation
• Assist in new business initiatives and system implementation when required
• Able to work within tight deadlines

Qualifications and requirements:

• Degree in accounting or ACCA and/or its equivalent
• Minimum 2-3 years working experience with full set accounting and preferably with audit/tax background.
• Good working knowledge of SFRS and Singapore tax.
• Well-versed in MS Office, especially MS Excel, Powerpoint, Word and Outlook
• A self-starter who can plan, organize and take initiative to meet job objectives and deadlines independently
• Can-do attitude, good team player, driven and passionate.

Interested candidate please click "APPLY"to begin your job search journey and submit your CV directly through the official PERSOLKELLY job application platform - GO Mobile https://go.persolkelly.com/job/apply/8839

Should you be interested in this position, please contact Coco at 8121 4759 your resume directly for fast respond.

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

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore 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.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

PERSOLKELLY Singapore Pte Ltd • UEN No. 200007268E • EA License No. 01C4394 • EA Registration No. R23117223 (Poh Siew Ling)

• Work closely with business stakeholders and functional teams to collect business requirements for SAP ERP system enhancements and customizations.
• Run configuration settings and maintenance on the FICO modules.
• Create and maintain functional and technical documentation, including program specifications, test plans, and user guides.
• Identify opportunities to enhance existing SAP processes, recommending and implementing improvements that add to operational efficiency and effectiveness.

Requirements:

• Diploma in Computer Science or equivalent
• At least 3 years of supporting SAP FICO modules experience.
• SAP certificates and experience with SAP S/4HANA is an added advantage.

If you are keen to apply for the position, kindly email your detailed resume in MS Word to [email protected]

Please note that only shortlisted candidates will be notified.

For more job opportunities, please visit our website at www.recruit-expert.com

EA Licence: 19C9701

Registration: R1326740

Role Overview:

The Salesforce Business Analyst will bridge the gap between stakeholders and the development team to ensure business needs are met effectively within the Salesforce platform. The role involves gathering requirements, managing backlogs, and conducting user acceptance testing using Agile methodologies. The ideal candidate will have a strong understanding of Salesforce features and collaborate to drive successful implementations and system optimizations.

Key Responsibilities:

● Serve as a key liaison among stakeholders to identify and understand project requirements, user stories, and acceptance criteria for Salesforce implementations.

● Apply deep understanding of Salesforce’s capabilities and limitations to guide effective and scalable solutions for system implementation.

● Collaborate closely with the development team, Scrum Masters, and Product Owners to align project goals with business objectives and ensure successful delivery.

● Conduct requirement analysis, user acceptance testing, and manage backlog prioritization in an Agile project setting.

Mandatory Qualifications & Experience:

● At least a Diploma, preferably in Business, Computer Science, Information Technology, or an Engineering discipline.

● Minimum of 3 years as a Business Analyst, Scrum Master, Product Owner, or equivalent in Agile projects.

Certifications:

● Certified Scrum Product Owner (CSPO) or Certified Scrum Master (CSM) or an equivalent Agile certification.

● Salesforce Certified Business Analyst

● Salesforce Administrator Certification (CRT101)

Responsibilities:

• Act as the Subject Matter Expert for the Supply Chain Finance platform and ecosystem, providing support to bank users.
• Oversee the end-to-end management of production incidents and service requests related to the Supply Chain Finance platform, including tasks such as ticket creation, hosting weekly progress meetings for unresolved issues, and coordinating data extraction with internal teams.
• Provide in-depth support and troubleshooting for production incidents related to the Supply Chain Finance platform, coordinating with both internal and external stakeholders to conduct impact analysis, develop workarounds, and perform root cause analysis.
• Work with the System Owner / Incident Manager to build on the Operational Knowledge Base / incident process management focusing on Supply Chain Finance ecosystem.
• Responsible for the creation and maintenance of documentation, working with project teams to gather knowledge on new enhancements and releases within the Supply Chain Finance ecosystem.
• Responsible for validation of the platform after any scheduled / unscheduled patching of the Supply Chain Finance ecosystem.
• Manage the platform and coordinate with internal stakeholders during Disaster Recovery exercises.
• Execute system configuration changes related to the Supply Chain Finance platform.

Requirements:

• Diploma or Bachelor’s Degree in Computer Science, Information Technology, Finance, or Economics.
• A minimum of 9 years of experience in application or system support, preferably within the finance industry.
• Strong functional knowledge of Supplier Finance, Accounts Receivables Purchase, and Dynamic Discounting products, including middle office and back-office operations like funding and payments.
• Familiarity with the Finshare Platform developed by Premium Technology.
• Experience in supporting enterprise applications, collaborating with various functions (developers, infrastructure, service desk), and working with business users.
• Solid understanding and proficiency in scripting languages such as DOS and Shell scripting.
• Demonstrate sound judgment when reviewing problems and making recommendations or decisions.
• Self-motivated with a strong work ethic, committed to delivering high-quality work within set deadlines.

To apply, please visit www.gmprecruit.com and search for Job Reference: 24933

To learn more about this opportunity, please contact Yingying at [email protected]

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | EA Personnel: Lai Yingying | Registration No: R1110239

Morgan McKinley is Your Gateway to Career Success!

We are looking for a KYC Analyst to join our client, leading financial services providers. This role's primary task will be to review client files for either new account openings or KYC reviews. This includes (but is not limited to) a review of the client's source of wealth, AML risk factors, corporate structures, and due diligence searches.

Job Overview:

• Duration: 6-12 months – highly renewable
• Location: Across Singapore

Responsibilities:

• Provide expert advice to Client Advisors on complex account structures and KYC/AML cases the business is confronted with.
• Act as sparring partner for Client Advisors in all AML / KYC related topics
• Support and advice Client Advisors in completing the KYC information in line with Bank’s standards
• Oversee and monitor the entire KYC process including coming due and overdue KYC cases
• To enhance Client risk assessments and various MIS reports for management reporting to facilitate review in managing risk and strengthening the control procedures and processes
• To understand the Bank Global KYC/ AML Standards, Account Documentation procedures, Local Laws and Regulations and implement related control processes
• Escalation of operational, regulatory and other risks to line manager and functional leads as appropriate; contributes to the development and implementation of mitigation or control solutions
• Support the Business Management Team by performing outreach to the various APAC teams to consolidate the status, updates in excels and attend calls.

Qualifications:

• Bachelor’s degree in economics, Banking, and finance or equivalent
• At least 2-3 years of KYC or AML experience in financial services industry
• Proficiency in Excel with VLOOKUP and PowerPoint.
• Good communication skills (verbal and written).

Join us in shaping the future of investment compliance! Apply now to be part of a team driving excellence through innovation and strategic oversight.

Interested candidates may apply through the application system or send it to [email protected]. 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
Koh Boon Sien
EA Licence No: 11C5502
EA Registration No. R1110345

Position: Manager, Payment Services Providers (PSP) Team , Alternative Dispute Resolution

About FIDReC: FIDReC is an independent and impartial Alternative Dispute Resolution institution, specializing in resolving financial disputes between consumers and financial institutions. As the premier institution in this field, we are expanding and invite suitable candidates to apply for our Case manager position in the PSP team.

Job Responsibilities:
Handle and mediate financial disputes primarily related to payment services, working directly with consumers and payment service providers through telephone, email, face-to-face interviews, and mediation conferences.
Mediate solutions acceptable to both parties, utilizing extensive knowledge of e-payment services and associated processes. Cases that are not settled may be referred to FIDReC’s Adjudicators.
Job Requirements:
Relevant experience in the Banking industry or Fintech industry (especially in e-payment services) with a comprehensive understanding of product and process knowledge or complaints handling experience will be an advantage.
Relevant working experience in general mediation and/or mediation specializing in financial disputes, with a focus on payment services, will be an advantage.
Possess a good degree from a recognized tertiary institution, and demonstrate the maturity, aptitude, skills, and experience for mediation and dealing with disputants.
Suitable candidates who demonstrate the required competence and commitment may be promoted to supervisory positions.
Preferred Qualifications:
Experience in handling disputes within the Payment Services/ Banking sector in Singapore.
Strong communication and interpersonal skills to effectively manage disputes and mediate resolutions.

• Maintain, manage and modify all software systems, tools, and applications.
• Identify the areas of improvement to reduce time to delivery avoiding manual errors.
• Support version upgrade for the products and amend the scripts/process as and when required.
• Integrate with SMS/NaaS notification tool.
• Coordinate with developers to build and implement technology solutions.
• Excellent communication skills and problem-solving abilities are essential.
• Provide testing support to meet DITSCAP, DII COE, JTA-A, and DoD standards.
• Knowledge of databases, system security and troubleshooting recommended.
• Prepare required documentation to cover each SDLC stages (e.g. Functional spec, test cases etc).
• Enhance system to deliver Change workflow functionality
• Rollout the solution to all environments across different environments.

• Provide support to create technology roadmap to meet program objectives, work closely with Head Office, regional business sponsors and IT stakeholders

• Provide support to set up IT workstream for Wholesale Banking, Private Wealth Banking products and services such as Loan, Deposits, Treasury, Securities Custody and Execution

• Support program feasibility study, pros & cons of solutioning options to meet the program timelines and seek consensus from stakeholders.

• Liaise on defining of business & system requirement plan such as scope definition, schedule, resource allocation, budgeting, implementation plan and quality assurance processes

• Review the application architecture and infrastructure designs

• Work with wider stakeholders to explore technical solutions to achieve business objectives and requirements.

• Provide support to drive the implementation of regional technology programs to meet strategic or tactical objectives, always looking for standardization opportunities. Develop understanding of various banking systems such as at Japan Head Office, regional and country local systems to provide solutions for specific project and lead such initiatives.

• Provide support to drive the implementation of regional technology programs to meet strategic or tactical objectives and focusing on standardization opportunities.

• Support the establishing and implementing of project management practices, templates, policies, tools to expand and mature the Program and Project Management capabilities of the IT APAC organization.

• Participate in key regional meetings and provide updates and align for programs and projects.

• Support program risk assessment to mitigate potential issues and track status and progress.

• Bachelor's degree in Computer Science or Information Technology

• Knowledge of banking domain such as Wholesale banking Private Wealth banking products and services such as Loan, Deposits, Treasury and Securities Custody & Execution platform

• Possess technology delivery capability, solution design with project governance framework

• Experience in program feasibility studies, pros & cons for solutioning options, cost-benefit analysis, building consensus amongst stakeholders

• Excellent communication, presentation and interpersonal skills