Our client, one of world’s largest financial services institutions is looking for:

KYC Analyst

Responsibilities:

• Assist PES Team in processing the in-house Pre-employment screening system as well as managing Production Orders received from LEA including but not limited to coordination with stakeholders to obtain requested information.
• Perform name screening to check candidates/vendors for adverse news.
• Provide support for intelligence-related tasks, including Tagging negative status updates in FCIS and CMCP systems, Daily BAU tagging of suspicious transaction reports (STRs).

Requirements:

• Fresh University Graduates and Diploma Holders are welcomed.

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Interested applicants can also email CV at [email protected] (for faster processing, please state the exact job/position title applied “KYC Analyst”)

Only shortlisted candidates will be notified.

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EA License Number: 10C3636
EA Personnel Name: Jagveer Singh Arora
EA Personnel Registration Number: R22109615

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
- Supporting the team in expediting Review and Onboarding by neatly follow up with RM/ productteams and Clients
- Support in data and reporting

Key Responsibilities:
· To support the team in conducting CDD for New-to-Bank prospect onboarding and existing customers reviews
· To perform KYC Screening, review past transactions, conduct enhanced due diligence and assess the AML/CFT/sanctions risk of prospects and existing customers
· Provide advisory support to the Business Units with regard to CDD documentation issues and requirements
· To be proactive in identifying opportunities for operational efficiency and AML effectiveness
· Participate and contribute in process improvements to drive greater efficiencies
· Support team lead in tracking outstanding cases and ensuring timely and appropriate follow-up action

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Please refer to U3’s Privacy Notice for Job Applicants/Seekers at https://u3infotech.com/privacy-notice-job-applicants/. When you apply, you voluntarily consent to the collection, use and disclosure of your personal data for recruitment/employment and related purposes.

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.

Responsibilities

· Support pre ITC activities

· Analyse, develop, enhance, debug, support, maintain, test applications

· The primary work comprises of requirement analysis, mapping design, technical specification, programming, code review, job scheduling, perform unit test and SIT, support UAT, deploy to production, post implementation support, and technical documentation.

Requirements

Education:

· Bachelors’ Degree in Computer Science or related field.

· At least 6 years’ relevant experience preferably in a Finance Institution.

Essential:

• Commitment.
• Minimum 6 years of working experience in application testing, development and delivery.
• Ability to work in a fast-paced, team-oriented environment.
• A strong & assertive communicator in speaking & writing. Analytical mindset and good problem solving skills.
• Delivery experience on medium to large scale projects.
• Ability to understand and articulate process flows and functions.
• Strong communication and coordination skills across internal and external stakeholders and vendors.

Key Domain/ Technical Skills

· SQL

· Red Hat Linux, Shell Script, Java

· Nice to have previous working experience with AML/Actimize

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 City Tower
• 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

Lee Wan Ling | Reg No: R23116154

THE SUPREME HR ADVISORY PTE LTD | EA No: 14C7279

Job Responsibilities:

• Lead and supervise the day-to-day operations of the Credit Control department, ensuring efficient and effective credit and collections processes that align with company goals and regulatory standards.
• Ensure that all collections activities are conducted in a fair, transparent, and ethical manner, maintaining positive customer relationships while securing payment.
• Provide hands-on management of the Credit Control team, guiding and assisting in the resolution of complex cases, and addressing any customer concerns with professionalism.
• Oversee the recovery process for delinquent loans, ensuring a balanced approach that minimizes risk while adhering to fair collection practices.
• Compile and prepare detailed monthly, quarterly, and half-yearly reports for submission to the Monetary Authority of Singapore (MAS) or any relevant regulatory bodies.
• Promote and uphold the company’s commitment to fair dealings by ensuring that all credit control and collections activities are conducted in accordance with both regulatory standards and the company’s ethical guidelines.
• Collaborate closely with other departments (e.g., Finance, Marketing and Risk Management) to align on credit-related issues and foster interdepartmental cooperation in resolving complex matters.

Job Requirements:

• Bachelor's degree in Banking/ Finance or equivalent.
• With 5 - 7 years of working experience in Financial Institutions, at least 2 - 3 years of experience at Managerial/ HOD position.
• Excellent communication and written skills.
• Strong knowledge in hire purchase agreements, and hands on experience.

HOW TO APPLY:

Interested applicants, please click on “Apply Now”. We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Khor Khang Qin

EA Personnel Reg No: R22109669

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

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

The Company

Our client is a retail firm, seeking for a skilled and detail-oriented Financial Analyst to join our growing retail business, focused on the Southeast Asia region. In this role, you will be responsible for regional financial planning and analysis (FP&A), consolidating financial data across multiple markets, and providing insights to drive strategic decision-making. You will play a critical role in ensuring accurate financial reporting and forecasting, while supporting the business in achieving its financial goals.

The Role

As a Financial Analyst, you will work closely with regional stakeholders, acting as a business partner to support budgeting, forecasting, and financial performance analysis. Your ability to gather, consolidate, and interpret regional financial numbers will be key in driving operational efficiency and profitability. In addition, you will prepare financial reports and provide recommendations to leadership based on your analysis of business trends, market conditions, and financial performance.

Your Profile

This position requires strong analytical skills, attention to detail, and the ability to communicate financial insights to both finance and non-finance teams. The ideal candidate will have experience in FP&A, with a proven track record of working in a dynamic, fast-paced environment, ideally within the retail or consumer goods sector. You will be part of a collaborative team, working to enhance financial transparency and support the continued growth of our business across the SEA region.

Apply Today

Please send your resume, in WORD format only and quote reference number SN12775092, by clicking the apply button. Please note that only short-listed candidates will be contacted.

EA Licence No: 07C5595 | Suriani Norahim EA Registration No: R1109288

Role Description

This is a full-time Financial Analyst - Deals & Transactions role based in Singapore. As a Financial Analyst, you will be responsible for analyzing potential investment opportunities, executing investment transactions, and monitoring investment performance. You will work closely with the investment team to conduct financial due diligence, develop financial models, and prepare investment memos. Additionally, you will assist in portfolio management. Additionally, you will be conducting due diligence, financial analysis and creating financial models in relation to other transactions and deals. The candidate will be involved in assessing such opportunities and working with the relevant team members to assess the opportunities and closing such transactions.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Strong analytical and quantitative skills
• Knowledge of investment and financial analysis techniques
• Proficiency in financial modeling and valuation techniques
• Excellent attention to detail and accuracy
• Strong verbal and written communication skills
• Prior experience in investment analysis, investment banking or private equity preferred

Job Responsibilities

• 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.

Requirement:

• Degree in Finance, Finance Analytics, Business or equivalent
• Experience on costing, pricing analysis

TELE me at @yijingggggg or WA me at https://wa.me/+6598623556 NOW!
Interested candidates, please submit your resume to [email protected]

Alison Chen
Outsourcing Team
Recruit Express Pte Ltd (EA Licence No.: 99C4599)

Responsibilities:

• Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
• Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
• Acquire new businesses while maintaining current account portfolio
• Tactful negotiations of contract with prospects
• Process documentations and keeping proper records.
• Planning for personal and corporate clients on risk and wealth management, succession and estate planning.

Requirements:

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Holds a Diploma/Degree qualification
• Prior working experience in sales is seen as an advantage
• Goal oriented, self-driven and pro-active in character
• Strong communication and interpersonal skills

Job Responsibilities

• 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.

Requirement:

• Degree in Finance, Finance Analytics, Business or equivalent
• Experience on costing, pricing analysis

TELE me at @yijingggggg or WA me at https://wa.me/+6598623556 NOW!
Interested candidates, please submit your resume to [email protected]

Alison Chen
Outsourcing Team
Recruit Express Pte Ltd (EA Licence No.: 99C4599)

Job Responsibilities

• 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.
• 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.
• Any other ad-hoc duties.

Qualification:

• Degree in Business/ Admin/ Account/ Finance

TELE me at @renovatingmyhouse or WA me at https://wa.me/+6586882353 NOW!
Interested candidates, please submit your resume to [email protected]

Celine Liew
Outsourcing Team
Recruit Express Pte Ltd (EA Licence No.: 99C4599)

As a Banking and Financial Services Recruitment Specialist, I partner with a range of Banking AND Financial Services clients who are consistently seeking Financial Services Executives.

Financial services executives are broadly categorized into two main roles: Bankers and Financial Advisors/Consultants (FAs).

• They provide guidance to clients, aiming to improve their financial health and achieve specific goals, such as Wealth Protection, Savings, Investment Growth, Retirement Planning, and more
• They interact regularly with clients, often needing to explain complex financial products and services in simple terms and provide exceptional customer service to build trust

Core Differences between being an FA and Banker:

1) Remuneration

• FA: Self-Employed individuals receiving Commissions (higher income ceiling and no KPIs)
• Banker: Permanent Employment which offers stable Basic Salary and opportunity to earn more through Commissions

2) Client Acquisition

• FA: Warm Market (family/friends) + Roadshow, Events + Social Media + Cold Calling (clients sourced by agency or individually)
• Banker: Branch Walk-Ins + Cold Calling (500-600 assigned clients, more provided over time)

3) Products

• FA: Full suite of Insurance Products + Funds + Other Financial Planning services
• Banker: Majority of Insurance Products (excl. Health Insurance) + Funds + Secondary Banking Products & Services

4) Working Arrangement

• FA: Fully Flexible - As self-employed individuals, FAs choose their own working days and hours as long as they are able to achieve the income they want to earn
• Banker: Regimental - KPI-driven management, 5.5 work days, and high frequency of after-office appointments

5) Minimum Education Requirements

• FA: Minimum GCE ‘A’ Levels, or Diploma from a local polytechnic, and above
• Bank: Diploma from a local polytechnic, or Degree of any discipline, and above

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Requirements

• Singaporeans Only (candidates who require Work Visa need not apply)
• Pass all Core CMFAS papers before commencement (guidance provided)

Apply Now

Submit your application via the Apply button
OR
Contact Wein Ng for a confidential discussion/consultation via 8837 5170.

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Why Apply Through Me?

I offer tailored recommendations based on factors such as:

• Availability of Allowance/Advancement/Incentive Scheme
• Range of Products and Services (e.g. Life/Health Insurance, Savings/Endowment Plans, Funds, Trust/Estate Planning, Will Writing, etc.)
• Methods for lead generation and client acquisition
• Earning Potential
• Quality of training and mentorship
• Effectiveness of back-office support

With my proven track record and knowledge, I help jobseekers navigate the recruitment process and find the right opportunity to match their career goals.

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We regret that only shortlisted candidates will be notified.

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

We are looking for Assistant Manager, Finance (AR) to join one of the tertiary education institutions.

• Basic+ Bonuses
• Permanent position with great working environment
• West location

JOB SCOPES:
Financial Aid Disbursement

• Lead a team managing student loans, CPF, Mendaki, scholarship and other financial aid disbursement and support initiatives rolled out by schools / government agencies / funding agencies etc.
• Oversee Sponsorship management and billing
• Monitor debts collection for student loans and sponsorship
• In-charge of government agencies and funding agency claim’s submission
• Liaise with banks and government agencies on the financial aid schemes
• Oversees budget for financial Aid disbursement.
• Ensure all the disbursement transactions are promptly and accurately accounted in financial system
• Ensure efficient processes, systems and adequate governance and controls are in place
• Ensure financial aid disbursement comply to the relevant policies and guidelines

Reconciliation and Reporting

• Review monthly, half-yearly and annual variance reporting.
• Review monthly balance sheet review reconciliations, year-end financial reporting, audit schedules etc.

Business Transformation

• Assist or lead business transformation change across systems, processes, people and technology
• Implement process improvement initiatives to enhance operational efficiency and improve staff productivity
• Support the system enhancements

Relationship Management/Customer Relations

• Cooperate and build positive relationships with peers and supervisors to ensure process efficiency and consistency.
• Communicates with funding agencies and other employees to resolve queries/address requests and concerns.

JOB REQUIREMENTS:

• Singaporean (s) only.
• Bachelor’s degree or equivalent qualification in Accountancy.
• Proficient in Microsoft office applications (eg. Excel) and IT savvy with using different systems
• Knowledge on the use of IT tools/software such as Power Query, Robotic Process Automation (RPA) is an added advantage

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All applications will be processed with strict confidence. Only shortlisted candidates will be contacted.


Lua Zhi Chin (Jeanette) - R1873831
ScienTec Consulting Pte Ltd – 11C5781

The Company

Our client, an investment management company with their presence in US, Europe and Asia, is currently seeking for a Senior Accountant to assist them for a period of 7 months. This role may be renewable.

The Role

Reporting to the head of department, you will be involved in the day-to-day finance operations such as month end closing activities. You will prepare consolidation of financial reporting packages, review audited financial statements, assist with annual tax filing and corporate secretarial matters such as preparing board resolutions, and you will also prepare payment, monitor cashflow, assist with loan administration, as well as participate in ad hoc related projects.

Your Profile

You possess a degree in finance and accounting or its equivalent, with a professional certification (eg: CPA, ACCA, etc) and bring along with you a minimum of 5 years’ experience in the relevant space. You have a good understanding of the IFRS, have an analytical mind and good problem-solving skills, as well as excellent written and verbal communication skills. Immediate availability will be advantageous.

Apply Today

Please send your resume, in WORD format only and quote reference number SK13081501, by clicking the apply button. Please note that only short-listed candidates will be contacted.

EA Licence no.: 07C5595 | Susan Koh EA Registration no.: R1107882

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!

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