Job Descriptions:

• Policy loan and surrender
• Change of address and contact
• Preparing documents for scanning into imaging system
• Checking of completeness of documents submitted
• Checking of eligibility of application
• Typing of letters as required
• Ad hoc duties as assigned

Requirements:

• Minimum GCE A Levels/Diploma with some administrative experiences is ideal
• Team player
• Meticulous and detailed

If you meet the requirements of this role, please email a detailed resume in Word document to Chloe Tan Hui Lin. Email: [email protected]

Chloe Tan Hui Lin

CEI Registration No.: R1765524

Recruit Express Pte Ltd

EA99C4599

*All information will be treated with strictest confidence. We regret that only short-listed applicants will be notified

Job Description

• Lead the FP&A (Forecast and Budgeting) including preparation of annual budget package; overall (excluding product costing and product-driven variances) budget and quarterly forecast submission, and these includes presentation slides and clear analysis of key budget/forecast movements on Spending.
• Coordinate Monthly SMO Reporting (to PGS Corporate Finance) and prepare spending trend charts for the monthly finance deep dive review with SLT.
• Monthly analysis of non-costing / inventory related P/L variances (Actual vs. Budget and/or Latest Estimate Forecast).
• Prepare post month-end close analysis on statistical recharges and propose adjustments to adjust out from Other Cost of Sales to Operational Spending. Follow up on incorrect or unknown charges.
• Review intercompany Allocation In (GSC Freight Allocation) /Statistical recharges to ensure accuracy.
• Prepare/ submit Profit and Loss Review (MOS) reports on a quarterly basis.
• internal audit (mainly on SAP PC control optimisations assigned on Financial Reporting excluding Quarterly Impairment Review and Outsourced Vendor); and
• external audit on Spending Variance and P&L (Actual vs. OP by total department) commentaries.

Requirements

• Min Degree in Accountancy
• Experience in SAP will be preferred

Interested candidates are invited to email your resume to:

[email protected]

Jenalyn Ooi Huai Sian (R1765551)

Recruit Express Pte Ltd | Company Reg. No. 199601303W | EA License Number: 99C4599

We regret only suitable candidates will be shortlisted for an interview.

Company overview

Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.

Aon’s Benefit Index®, Nomura’s benefits rank #1 amongst our competitors

Department Overview:

Nomura's Finance department oversees the company's financial operations and provides strategic guidance for business decision-making. Collaborating with senior leadership, business units, and stakeholders, the team develops effective financial strategies, including planning, budgeting, forecasting, and analysis, to align financial operations with business objectives. Specializing in financial reporting, accounting, tax, treasury, and capital management, Nomura's Finance team is known for delivering exceptional service. With a proven track record, commitment to innovation, and global reach, the department is poised to drive growth and success in the financial industry.

Responsibilities:

• Managing teams responsible for Singapore country monthly, quarterly and annual reporting close, both Local (IFRS) and Group (USGAAP) and ongoing supervision of regulatory reporting and compliance.
• Supporting the hiring, developing and building a high-performance team of experts across the region.
• Managing the outsourcing engagement with inhouse service provider in India.
• Technical interpretation, advisory and implementation of Accounting Standards and regulatory requirements across the region.
• Leading key strategic initiatives for the region including a ledger implementation project.
• Managing the monthly and quarterly taxation reporting and completion of the annual tax returns (ECI and Final tax return).
• Overseeing Nomura International Funding and related issuance products.
• Managing the ongoing and annual audit process.
• Leading the implementation of process and control efficiencies.
• Maintain and enhance the overall control and governance framework.
• Represent Financial Control in local and regional strategic project initiatives.

Skills, experience, qualifications and knowledge required:

• Minimum 18 years of experience within Financial Institutions, or Big Four Audit Firms.
• Qualified accountant (CPA, ACCA or equivalent Accounting qualifications).
• Experience with US GAAP and IFRS reporting standards.
• Expert knowledge across financial and non-financial MAS and Basel regulatory reporting including MAS 1111, MAS 1003, MAS 1015 and final Basel 3 reporting requirements.
• Strong understanding of liquidity and interest rate risk in the banking book including experience developing and implementing governance models to manage risk and reporting.
• Experience managing offshore service centres around process control and outsourcing governance.
• Knowledge in regulatory regimes in Hong Kong, Taiwan, China, Korea, India, Australia and Malaysia would be considered an asset.
• Demonstrated expertise in data management (e.g. Alteryx, BI Tools etc.).
• Must be able to work well under tight deadlines and handle multiple responsibilities.
• Expertise in Issuance Vehicles

Diversity Statement

Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.

Nomura is an Equal Opportunity Employer

SFID: 8557

•Min 4 years relevant experience.

•Diploma in engineering field or Information Technology, with experience in communication systems preferred.

•Professional Knowledge, Experience and familiar with Oracle Primavera P6 is required.

•Knowledge in AutoCAD, Autodesk Revit and Navisworks will be of advantage.

•Knowledge in ISO9001:2015.•Good interpersonal skills.

•Demonstrates independent and creative thinking when performing problem solving initiatives.

•Highly motivated, dependable and self-reliant, works well under the pressure of deadlines.

•Demonstrates an ability to work in an environment where calculated risk taking is necessary.

Job Responsibilities

· Liaising and Escalating with relevant BUs / Compliance to meet MAS Compliance and Regulatory standards.

(PDPA & MAS Notice 626)

· Gathering Evidence for Scam Report and Escalating to relevant BU for Touchpoint / Investigation /

Compensation within stipulated timeframe

· Understanding Fraud & Scam Terminology and Methodologies.

· Advisory & Prevention of Bank's Customers from Pig Slaughtering Scam, Jobs Scam, E-Commerce Scam, Phishing Link Scam (Tokenised / No chargeback right transaction, Phishing Impersonation (Government

Impersonation / Friends Scam), Investment Scam, Sex Scam, Love Scam.

· Handling Reporting Mule Accounts / Funnel Accounts.

· Ensures highest standard of service delivery to our customers.

· Respond and react in a timely manner to escalate fraud / scam service request.

· Investigate transactions flagged as suspicious timely.

· Maintains confidentiality of the Bank’s customers and data.

· Identifies and resolves customer issues and enquires received via calls platforms completely, accurately within the committed turnaround time and in accordance with Contact Centre standards to ensure contact handling accuracy and operational effectiveness

· Educates the customer about the Bank’s products and services and directs them toward available resources for self-help.

· Resolves customer enquiry, request and feedback to the satisfaction of the customer, and complete accurately the necessary documentation and subsequent solutions.

· Ensure group compliance & control standards are observed and met in the execution of customers’ transaction requests

· Uses technology and system tools as directed and within established guidelines.

· Ensures knowledge is up-to-date by participating in individual and team trainings, meetings and reading the information posted in the Contact Centre’s knowledge management system.

· Keeps abreast with current issues in the banking environment and competitors’ innovations.

Job Requirements

· Degree/ Diploma in any discipline.

· Fresh graduates are encouraged to apply.

· Although preferred, previous experience in Call Centre, a financial services or Fraud setting is not essential. Our dedicated onsite Training team will provide you with a specifically designed training programme and support in your new role; and to enable you to develop and provide ongoing training for all team members.

· Possess a positive mindset with a “CAN-DO” attitude a and passion to deliver quality customer service.

· Possess a pleasant voice, excellent comprehension, communication, interpersonal skills and work etiquette.

· Possess good command of written and spoken English.

· Good analytical skills; passion for working and is good in working with numbers.

· Resourceful, proactive, results-driven, attentive to details and a good team player who likes to work in a fast-paced changing environment.

· Passion for working, responsible and with good working attitude.

· Proficient in PC skills including MS Office applications.

· Ability to work on staggered/rotational shifts including weekends and Public Holidays to support 24x7 Contact Centre service operations.

Shift Options (Choose 1)

Option#1: Weekends/PHs shift

• Working Hours : 5 working days, 1 rest day and 1 off day per week
• 42.5 hours per week
• Staggered shift hours : 8.5 working hours between 7 am to 10pm + 1-hour meal break in between
• Rest Day and Off Day : Scheduled by Client (1 weekday + 1 weekend, non-consecutive) Or otherwise advised by the Client

Option #2: AM & PM Shifts + Weekends / Night

• Working Hours : 5 working days, 1 rest day and 1 off day per week
• 42.5 hours per week
• Staggered shift hours : 8.5 working hours + 1-hour meal break in between. Includes night shift.
• Rest Day and Off Day : Scheduled by Client (1 weekday + 1 weekend, non-consecutive) Or otherwise advised by the Client

Embark on a Career That Impacts Lives

Doesn't matter if you are fresh to the industry, seeking a dynamic role in a fast-growing field or already in the Financial Advisory industry? Join as a Financial Advisor, where flexibility, entrepreneurial spirit, and unlimited earning potential converge. All we need is your energy and we will sculpt you into a success, not just using old methods, but also innovative methodologies. #WorkSmartNotHard

Key Responsibilities:

- Assess and craft financial strategies to meet clients' goals.

- Guide clients on retirement, education, and investment planning.

- Client Relationship Management.

- Interpret financial summaries and projections.

- Grow and maintain a strong client base.

Benefits & Rewards:

- Sign-On Bonus: S$500 upon career kick-off.

- Tailored Training: Gain essential certifications and skills with ongoing support.

- Funding Programme: Corporate financing for the first 24 months of your career.

- Attractive Rewards: Incentive trips and a 'work hard, play hard' ethos.

- Flexible Income Structure: Uncapped earnings through commissions, incentives, and bonuses.

Qualifications:

- Polytechnic diploma, JC cert, or degree in any field.

- Results-driven, motivated by performance rewards.

- Strong interpersonal skills with a passion for financial empowerment.

- Ideal for Career-Switchers / Fresh Entry / Less Than 2 Years of Experience within Financial Advisory Industry.

Entrepreneurial Experience: Learn to grow your own business.

Mentorship: Guided by successful mentors, who have strong teamwork and responsible ethos. #NoManLeftBehind

Join us to build a fulfilling career and make a meaningful impact. Apply now and start shaping your future!

Job Responsibilities

· Liaising and Escalating with relevant BUs / Compliance to meet MAS Compliance and Regulatory standards.

(PDPA & MAS Notice 626)

· Gathering Evidence for Scam Report and Escalating to relevant BU for Touchpoint / Investigation /

Compensation within stipulated timeframe

· Understanding Fraud & Scam Terminology and Methodologies.

· Advisory & Prevention of Bank's Customers from Pig Slaughtering Scam, Jobs Scam, E-Commerce Scam, Phishing Link Scam (Tokenised / No chargeback right transaction, Phishing Impersonation (Government

Impersonation / Friends Scam), Investment Scam, Sex Scam, Love Scam.

· Handling Reporting Mule Accounts / Funnel Accounts.

· Ensures highest standard of service delivery to our customers.

· Respond and react in a timely manner to escalate fraud / scam service request.

· Investigate transactions flagged as suspicious timely.

· Maintains confidentiality of the Bank’s customers and data.

· Identifies and resolves customer issues and enquires received via calls platforms completely, accurately within the committed turnaround time and in accordance with Contact Centre standards to ensure contact handling accuracy and operational effectiveness

· Educates the customer about the Bank’s products and services and directs them toward available resources for self-help.

· Resolves customer enquiry, request and feedback to the satisfaction of the customer, and complete accurately the necessary documentation and subsequent solutions.

· Ensure group compliance & control standards are observed and met in the execution of customers’ transaction requests

· Uses technology and system tools as directed and within established guidelines.

· Ensures knowledge is up-to-date by participating in individual and team trainings, meetings and reading the information posted in the Contact Centre’s knowledge management system.

· Keeps abreast with current issues in the banking environment and competitors’ innovations.

Job Requirements

· Degree/ Diploma in any discipline.

· Fresh graduates are encouraged to apply.

· Although preferred, previous experience in Call Centre, a financial services or Fraud setting is not essential. Our dedicated onsite Training team will provide you with a specifically designed training programme and support in your new role; and to enable you to develop and provide ongoing training for all team members.

· Possess a positive mindset with a “CAN-DO” attitude a and passion to deliver quality customer service.

· Possess a pleasant voice, excellent comprehension, communication, interpersonal skills and work etiquette.

· Possess good command of written and spoken English.

· Good analytical skills; passion for working and is good in working with numbers.

· Resourceful, proactive, results-driven, attentive to details and a good team player who likes to work in a fast-paced changing environment.

· Passion for working, responsible and with good working attitude.

· Proficient in PC skills including MS Office applications.

· Ability to work on staggered/rotational shifts including weekends and Public Holidays to support 24x7 Contact Centre service operations.

Shift Options (Choose 1)

Option#1: Weekends/PHs shift

• Working Hours : 5 working days, 1 rest day and 1 off day per week
• 42.5 hours per week
• Staggered shift hours : 8.5 working hours between 7 am to 10pm + 1-hour meal break in between
• Rest Day and Off Day : Scheduled by Client (1 weekday + 1 weekend, non-consecutive) Or otherwise advised by the Client

Option #2: AM & PM Shifts + Weekends / Night

• Working Hours : 5 working days, 1 rest day and 1 off day per week
• 42.5 hours per week
• Staggered shift hours : 8.5 working hours + 1-hour meal break in between. Includes night shift.
• Rest Day and Off Day : Scheduled by Client (1 weekday + 1 weekend, non-consecutive) Or otherwise advised by the Client

Job Highlights

• Friendly and positive working environment & work life balance
• Good Location Stations- CBD area and nearly MRT
• Genuine Career Growth & Competitive Medical Benefits
• Immediate Hiring and Full-time permanent job role
• NO OVERTIME AND NIGHT SHIFT

Job Description

Responsibilities

• Responsible for the aspects of the day-to-day operations of the e-commerce platform including but not limited to user experience, order fulfillment, customer service.
• Listening to clients’ concerns and handling complaints and returns
• Consolidate clients' feedback such as technical issues or any other requests then report to the relevant department accordingly.
• Keep track of clients’ membership status, order status and prepare agreements/ contracts.
• Manage and consolidate clients’ profiles, reports, orders and other required information.
• Provide professional service and advice to achieve customer satisfaction throughout the whole transaction.
• Notify clients of any change of policy.
• Keep clients updated on the latest promotion, latest services, latest features, etc.
• Explore and experiment with new digital features of the company’s new E-commerce platform.

Requirements:

• Ability to speak Mandarin to handle our Chinese-speaking customers
• Analytical, data-driven person with strong problem-solving skills.
• Have prior experience running online marketplaces
• Ability to work in a team setting
• Proactive and able to learn new knowledge.
• GCE A level or above with 1 years of experience in customer service
• fresh grade also welcome and

Additional Information:

Working hour: Mon-Fri (9 am-6 pm / office)

Every alternative Saturday 09:00-13:00( WFH) , Only require you to be at work on Saturdays if necessary.

Working Location:

• Orchard MRT

Salary Range:

Negotiable based on candidates' actual working experience.

Kindly indicate your availability for work commencement, the reason for leaving, expected salary, Birthday etc.

We regret that only shortlisted applicants will be notified.

We are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth solutions specific to their needs and work to ensure that our clients fulfil their financial goals and dreams through our wide-ranging products and services.

Responsibilities:

• Develop new client relationships and maintain relationships with existing clients.
• Develop financial plan to provide financial advice, supporting clients in achieving financial needs and financial independence.
• Compare among our range of products to back our recommendations with the best financial solutions.
• Provide our best recommendations to client to facilitate them meeting their financial objectives and needs.

Benefits:

• Permanent role with basic salary and performance-based incentives such as commission, allowance, and overseas trips;
• Continuous professional development through a comprehensive training and development program.
• Candidates with outstanding performance may be assigned supervisory role.
• Opportunities to learn and advise on a wide range of financial instruments from various providers.

Requirements:

• Excellent people management skills with strong interpersonal and communication ability to deal with people of all levels in complex and challenging situations.
• Self motivator and thrive in a dynamic and collaborative environment.
• Degree or Diploma Holder with 5 years of relevant sales experience.
• M5, M5A, M8, M8A, M9, M9A HI, Comm GI & PGI Certification.

A self-directed team player in the Distribution & Marketing Department focusing on supporting and managing business plans and strategies to promote business growth.

Key Responsibilities include:

• Assist and support the CEO in the following (but not limited to):
• Support in recruitment and outreach efforts
• Review work processes and controls to improve effectiveness and efficiency
• Ensuring all operations are compliant with internal guidelines and regulatory requirements
• Assist in the preparation of business papers of the various financing schemes and incentives
• Monitoring, validating, and reporting on all financing schemes and incentives
• Timely reporting and analysis on all financing schemes and incentives to ensure achievement of plans and objectives
• Provide administrative support and perform any other project and ad-hoc tasks to assist the team
• Support the CEO in various corporate projects and initiatives

Requirements:

• Possess at least a Diploma
• Excellent organizational and time management skills
• Strong written and verbal communication skills with the ability to present analysis and recommendation.
• Good Problem-solving skills
• Excellent MS office skills - Powerpoint and Excel.
• Project Management and Business Analysis skills
• 2-3 years relevant experience
• Ability to work well under pressure and managing tight deadlines in a fast-paced environment
• Capable of managing multiple tasks priorities effectively

• 4 Days Remote, 1 Day WFO
• Great Learning Opportunities
• Startup Perks

About audax

audax means courage. To have the courage to change the banking scene, eliminating constraints caused by existing legacy infrastructure. Our mission is to empower banks and financial institutions to scale and modernise at speed, reaching new customers without breaking the bank.

We began our journey supplying services to and powering Standard Chartered’s white-label plug and play Banking-as-a-Service (BaaS) solution, Standard Chartered nexus, through our technology capabilities. At audax, we seek go-getters who are hungry for growth and can bring fresh perspectives.

Website

https://www.audax.io

What you will be doing:

The Senior Associate, HR Business Partner will be responsible for collaborating with business leaders and the HRBP Team to drive organizational effectiveness through tailored HR strategies and processes. You will work to design HR development frameworks that will enable high-performance work cultures, leadership development, change management, and employee engagement.

Responsibilities:

Organisational Development

• Performance Management – Own and manage the approach, development and process of audax Performance Management. This includes and is not limited to designing, refining and deploying the mid and annual Audax Review Cycle.
• Employee Engagement – You will be the champion for driving audax employee engagement activities across our 8 engagement pillars. You will design approach and lead the project plan for each year. This includes managing companywide communication activities (All Hands), audax HR Intranet, and the development and driving of year-round engagement activities which covers development, CSR, social, and more.
• Pulse Survey – You will lead the design, roll-out and perform the analysis/ presentation for the annual Employee Pulse Survey. This survey aims to get a “health check” of the organisation and ensuring our implementations for areas of improvements identified are successful.

Employer Branding and Early Careers

• You will be the champion of ensuring the audax brand strengthen amongst employee and job seekers.
• You will also be the lead for all Internship and Early Career Programmes which are essential for audax as we focused on building a pipeline of early career talents for our growing organisation.

Benefits Management

• You will lead and manage audax’s benefits implementation for our staff, which includes (i) reviewing and onboarding of corporate insurance, (ii) reviewing and implementing audax leave schedule in accordance with statutory changes and industry norms, and (iii) proposing and implementing of other programmes which are deemed beneficial to staff from a health and wellness positioning.

Organisational Excellence

• Process and documentation management – You will work with the HR and Compliance team to ensure our HR repository of policies and standards are accurate and updated.
• ISO – You will work with the COO in driving ISO activities within audax. This includes project planning and leading for each ISO certification achievement.

HRBP Support

• You will be part of the HRBP team that support businesses with HR advisory across employee life cycle matters.
• You will also be working closely with the HRBP team for support on onboarding, offboarding matters relating to performance/ learnings domains.

What you need to be successful in this role:

• 5 years of experience in HR, preferably in areas of Organisational Development and Business Partnering.
• Experienced working in a startup, hyper growth organisation is preferred.
• Has the agility and flexibility mindset to adapt to business changes.
• Ability to work independently and as part of a bigger team (cross functions) to achieve business goals.
• Strong analytical and problem-solving skills, with a focus on driving results that are aligned with business strategies and goals.
• Excellent communication, negotiation, and relationship-building skills.
• Proficient in presentation skills (written, verbal) and proficient in other MS office tools – Excel, Words.
• Demonstrates rigor, discipline, and structure in all customer engagements and internal governance.
• Deep understanding of banks and the challenges they face, including technology, regulatory, and commercial issues.
• Passionate about Financial Services and Technology.
• Bachelor’s Degree.

We are looking for a Relationship Manager to join our growing organization. The Relationship Manager is expected to actively expand HNW business through various sources. He/She will be actively bonding with clients in identifying their financial needs and providing suitable wealth solutions, while complying to full compliance as set by regulatory bodies.

Job highlights

• Basic salary + quarterly commission + attractive incentive
• Attractive recurring income scheme
• Fast promotion path to Team Head
• Friendly and flexi work environment

Job Description:

• To build and preserve trusting bonds with our customers
• Establish and manage relationship with HNWI customers from our group company
• Provide quality services to clients, handling their needs and enquiries
• Manage the total wealth of our clients by matching our financial and investment product solutions to their needs
• Acquire, develop and maintain new clients

Requirements

• Diploma/ Degree holder with at least 3 years of business development /sales/client acquisition experiences from wealth management nature
• Strong HNW clients sources with proven track record
• Good knowledge in financial products
• CMFAS certification (M5, M6, M6A, M8, M8A, M9, M9A & HI) will have added advantage
• Driven and self-motivated individual who has passion to excel in sales
• Good command of both Mandarin and English (to handle English and Mandarin speaking clients)
• Willing to travel occasionally

Duties & Responsibilities:

1. Client Consultation:

· Meet with clients to understand their financial goals and needs.

· Collect and analyze information regarding income, expenses, and risk tolerance.

2. Financial Planning:

· Develop tailored financial plans that align with clients' goals.

· Recommend investment strategies, insurance policies, and other financial products.

3. Investment Management:

· Advise clients on investment options and manage their portfolios.

· Monitor and adjust investment strategies as market conditions change.

4. Risk Management:

· Evaluate clients' risk profiles and recommend appropriate insurance coverage.

· Plan for risk management through diversification and other strategies.

5. Retirement Planning:

· Help clients prepare for retirement by assessing income needs and planning accordingly.

· Advise on pension plans, IRAs, 401(k)s, and other retirement options.

6. Ongoing Client Support:

· Regularly review and update financial plans based on clients' changing needs.

· Provide continuous advice and support to clients regarding financial decisions.

7. Regulatory Compliance:

· Ensure that all financial advice and actions comply with current laws and regulations.

· Maintain necessary licenses and certifications.

Experience/Requirements:

1. Educational Background:

· A bachelor's degree in finance, economics, accounting, or a related field.

· Advanced degrees (e.g., MBA) can be advantageous but are not always required.

2. Licensing:

· Necessary licenses include SCI M5, M9, M9A, HI (SG specific) to sell basic financial products like insurance & investments.

· M8, M8A, M6 licensing for selling CIS/Securities products, if applicable.

3. Certifications:

· Certified Financial Planner (CFP) designation is highly valued.

· Other certifications like Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) may also be beneficial.

4. Experience:

· Typically, 3-5 years of experience in financial planning, investment advisory, or a related role.

· Experience working with financial software and tools is often required.

5. Skills:

· Strong analytical skills to assess financial data and trends.

· Excellent interpersonal and communication skills for client interaction.

· Ethical decision-making and adherence to fiduciary responsibilities.

· Ability to build long-term relationships with clients.

· Knowledge of investment strategies, and financial products.

6. Personal Qualities:

· High level of integrity and professionalism.

· Detail-oriented and able to manage multiple clients and tasks simultaneously.

· Ability to work independently and as part of a team.

This role requires a combination of technical financial knowledge and strong interpersonal skills to effectively guide clients through their financial journeys.

Duties & Responsibilities:

1. Client Consultation:

· Meet with clients to understand their financial goals and needs.

· Collect and analyze information regarding income, expenses, and risk tolerance.

2. Financial Planning:

· Develop tailored financial plans that align with clients' goals.

· Recommend investment strategies, insurance policies, and other financial products.

3. Investment Management:

· Advise clients on investment options and manage their portfolios.

· Monitor and adjust investment strategies as market conditions change.

4. Risk Management:

· Evaluate clients' risk profiles and recommend appropriate insurance coverage.

· Plan for risk management through diversification and other strategies.

5. Retirement Planning:

· Help clients prepare for retirement by assessing income needs and planning accordingly.

· Advise on pension plans, IRAs, 401(k)s, and other retirement options.

6. Ongoing Client Support:

· Regularly review and update financial plans based on clients' changing needs.

· Provide continuous advice and support to clients regarding financial decisions.

7. Regulatory Compliance:

· Ensure that all financial advice and actions comply with current laws and regulations.

· Maintain necessary licenses and certifications.

Experience/Requirements:

1. Educational Background:

· A bachelor's degree in finance, economics, accounting, or a related field.

· Advanced degrees (e.g., MBA) can be advantageous but are not always required.

2. Licensing:

· Necessary licenses include SCI M5, M9, M9A, HI (SG specific) to sell basic financial products like insurance & investments.

· M8, M8A, M6 licensing for selling CIS/Securities products, if applicable.

3. Certifications:

· Certified Financial Planner (CFP) designation is highly valued.

· Other certifications like Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) may also be beneficial.

4. Experience:

· Typically, 3-5 years of experience in financial planning, investment advisory, or a related role.

· Experience working with financial software and tools is often required.

5. Skills:

· Strong analytical skills to assess financial data and trends.

· Excellent interpersonal and communication skills for client interaction.

· Ethical decision-making and adherence to fiduciary responsibilities.

· Ability to build long-term relationships with clients.

· Knowledge of investment strategies, and financial products.

6. Personal Qualities:

· High level of integrity and professionalism.

· Detail-oriented and able to manage multiple clients and tasks simultaneously.

· Ability to work independently and as part of a team.

This role requires a combination of technical financial knowledge and strong interpersonal skills to effectively guide clients through their financial journeys.

Responsibilities

• Conduct research within assigned area of fixed income market coverage using information sources, including financial statements, earnings reports, published research, financial databases, corporate and management access
• Generate timely, and actionable bond investment ideas. Work with other members of the research team to evaluate a comprehensive range of bonds and bond funds
• Achieve and maintain a coverage list of bond issuers, and provide periodic research recommendations for bonds in the coverage list and newly issued bonds
• Communicate these investment ideas to the investing public and internal stakeholders through research reports, presentations, and other channels
• Contribute investment views and research in collaboration with the regional offices
• Contribute to the growth of the firm's fixed income business
• Undertake additional/ ad-hoc duties and projects assigned

Requirements

• Bachelor degree holder in a related discipline (accountancy, economic, finance or business administration), preferably with investment research experience
• Experience working with systems such as Bloomberg is desirable
• Good understanding of financial statements, bond mathematics, and macro drivers
• Demonstrated strong analytical skills, numerical capability, and attention to detail
• Excellent communication skills. Strong command of both spoken and written English. Mandarin speaking capability is a plus
• Demonstrated interest in and passion for investing
• Able to multi-task and meet constant deadlines

Contributing to the development of sales strategies.

Designing and implementing sales strategies for company products.

Working with the sales team to develop targeted sales strategies.

Answering client queries about product specifications and uses.

Maintaining client relations.

Tracking sales data to ensure sales quotas is met.

Requirement

• Minimum A Level / Local Diploma in any field
• Proven work experience as a sales executive.
• Knowledge of modern sales techniques.
• High-level communication and networking skills.
• A passion for sales.
• Understanding of commercial trends and sales strategies.
• Good project management skills.
• Excellent interpersonal skills.
• Ability to work well under pressure.

Participating in meetings, workshops, and other learning opportunities.

Observing and learning from experienced staff members.

Gaining knowledge of company policies, protocols, and processes.

Taking detailed notes and liaising with Managers, Supervisors, and other senior staff.

Fulfilling any requirements and meeting goals set out at the start of the traineeship.

Following all company regulations.

Requirements

• A Level or Local Polytechnic Diploma
• Experience in a management role or similar.
• Excellent written, verbal, and interpersonal skills.
• Proficiency in MS Office.
• Superb attention to detail.
• Strong leadership skills.
• A positive attitude and willingness to learn.
• Willingness to work overtime if required.
• Excellent time management skills.

Overseeing sales, promotions and campaigns

Planning and directing the hiring and training of new Sales Representatives

Directing and coordinating all sales activities.

Preparing sales budgets and projections.

Tracking and analysing sales statistics based on key quantitative metrics

Handling and resolving customer complaints regarding a product or service

Advising representative on policies and Standard Operating Procedures (SOPs)

Requirement

• At least 2 years supervisory/managerial capacity
• Ability to work well with people of all levels within the organization
• High degree of professionalism and good business etiquette
• Detail -oriented
• Flexible
• Goal-oriented
• Proficient in Microsoft Office
• Communication Skills
• Negotiation Skills
• Presentation Skills
• Planning and Organizing Skills

Details of the Division and Team:

Deutsche Bank (DB) is committed to the highest standards of Anti-Money Laundering (AML), Sanctions & Embargoes, Anti-Bribery and Corruption (ABC) and Anti-Fraud & Investigations (AF&I) and the wider financial crime (collectively referred to as Anti Financial Crime) prevention.

The Management and all employees are required to adhere to these standards to prevent DB and our reputation from those who may intend to use our products and services for money laundering, bribery, corruption, fraud and/or Terrorist Financing (TF) purposes.

DB Group will examine its Anti-Financial Crime (AFC) strategies, goals and objectives on an ongoing basis and maintain an effective program for DB’s business that reflects the best practices for a diversified, global financial services provider. The AML Team sits within the AFC function.

What we will offer you:

A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.

You can expect:

• Flexible benefits plan including virtual doctor consultation services
• Comprehensive leave benefits
• Gender Neutral Parental Leave
• Flexible working arrangements
• 25 days of annual paid leave, plus public holiday & Flexible Working Arrangement.

Your key responsibilities:

• Lead the Global Corporate Advisory team providing business specific sanctions advice for the Corporate Bank
• Primary contact for APAC stakeholders providing advice on application of the global sanctions policy
• Solicit and interpret Legal guidance to justify risk-based Sanctions decisions on jurisdictions and individuals
• Thought leadership representing Deutsche Bank externally to advocate for industry best practice related to global sanctions compliance
• Manage a metrics led, APAC Sanctions Advisory capability demonstrating efficient risk management and mitigation, whilst working cooperatively with other regional heads and the Global Head of Sanctions Advisory
• Support the Global Head of Sanctions Advisory with stakeholder engagement on changes to sanctions regimes and regulatory engagement on sanctions matters.

Your skills and experience:

• Minimum 10 years of working experience in Sanctions with a Global Financial institution.
• Proven understanding of Corporate Banking Products through experience providing Compliance or AFC support.
• Financial crime thought leader with proven Sanctions subject matter expertise and experience interpreting Global Sanctions Regulations.
• Minimum Bachelor’s degree or equivalent with a background in Finance. Relevant sanctions compliance qualification from an internationally recognized body or legal qualifications/experience can be considered.
• Strong track record of business engagement balancing commercial considerations with sanctions risk under pressure.
• Ability to objectively evaluate options taking into account multiple sanctions regimes

Role is required to be performed on-site at One Raffles Quay office. Relevant vaccination requirements may apply.

How we’ll support you:

• Flexible working to assist you balance your personal priorities
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs
• Training and development to help you excel in your career

About us and our teams:

Deutsche Bank is the leading German bank with strong European roots and a global network. Click click here to see what we do.

Deutsche Bank & Diversity

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

• Assist in budget planning based on past years cost trending. Plan, track, and cost accuracy, and provide inputs to improve contract strategy.
• Contribute and participate actively in site reliability improvements. Provide feedback on effectiveness of corrective maintenance.
• Use Computerized Maintenance Management System (CMMS) in compliance with the global maintenance and business processes.
• Provides reactive planning for PM, CM activities i.e., developing efficient work plans (tasks, sequences, parts/materials, craft/manpower and resources) or PM/corrective maintenance plans and carry out schedule review of 30/90 days and issue soft week and hard week schedules, maintain effective loading and utilization of craft, coordinates maintenance work related activities for the equipment’s in plant
• Compliance to HSE standards and requirements of Company and accountable for all assigned activities.
• Able to support the project in pre-com and commissioning activities such as verifying site check and witness commissioning activities.
• Knowledge of using symphony tool in SAP for scheduling maintenance activities.
• Creating the task number group id for the PM/CM maintenance activity.
• Drive high standard of personal accountability & performance to deliver the Site & Department goals and target.
• Work with stakeholders to ensure the work task to be planned, scheduled, and performed.
• Coordinate and engage Operations/ Gate keeper to ensure all job request are clear and concise and maintenance work orders are prioritized and challenged.
• Carry out site checks & planning of work orders end to end process, by breaking down all relevant maintenance activities into logical tasks with resources, parts/material, craft/manpower and sequences for optimal work execution. Tasking of planned work orders to the relevant engineers/contractors for execution.
• Responsible for material procurement and availability prior to execution of all PM/CM works

Contributing to the development of marketing strategies.

Conducting market research on rival products.

Designing and implementing marketing plans for company products.

Coordinating with media representatives and sponsors.

Working with the marketing team to develop targeted marketing strategies.

Answering client queries about product specifications and uses.

Requirement

• Minimum A Level / Local Diploma in any field
• Proven work experience as a marketing executive.
• Knowledge of modern marketing techniques.
• High-level communication and networking skills.
• A passion for marketing.
• Understanding of commercial trends and marketing strategies.
• Good project management skills.
• Excellent interpersonal skills.
• Ability to work well under pressure.

Develops managers to recruit sales representative with the capability to access its desired target market.

Implementing developmental and motivational activities to increase productivity and competence.

Coordinates Training and Development unit for developmental programs.

Implements and promotes sales drives and campaigns.

Requirement

• Minimum A Level / Local Diploma in any field
• Proficiency in English
• No work experience required
• Minimum age requirement: 21 years old (MAS requirement)
• Understanding of commercial trends and marketing strategies.
• Good project management skills.
• Excellent interpersonal skills.
• Ability to work well under pressure.

A self-directed team player in the Distribution & Marketing Department focusing on supporting and managing business plans and strategies to promote business growth.

Key Responsibilities include:

• Assist and support the CEO in the following (but not limited to):
• Support in recruitment and outreach efforts
• Review work processes and controls to improve effectiveness and efficiency
• Ensuring all operations are compliant with internal guidelines and regulatory requirements
• Assist in the preparation of business papers of the various financing schemes and incentives
• Monitoring, validating, and reporting on all financing schemes and incentives
• Timely reporting and analysis on all financing schemes and incentives to ensure achievement of plans and objectives
• Provide administrative support and perform any other project and ad-hoc tasks to assist the team
• Support the CEO in various corporate projects and initiatives

Requirements:

• Possess at least a Diploma
• Excellent organizational and time management skills
• Strong written and verbal communication skills with the ability to present analysis and recommendation.
• Good Problem-solving skills
• Excellent MS office skills - Powerpoint and Excel.
• Project Management and Business Analysis skills
• 2-3 years relevant experience
• Ability to work well under pressure and managing tight deadlines in a fast-paced environment
• Capable of managing multiple tasks priorities effectively

IPP, Singapore's oldest and largest Licensed Financial Adviser, is looking to recruit Business Development Managers for a specialist, growing team focused on advising international and expatriate clients.

We are looking for BDMs to proactively source and screen prospective clients, reach out to them via networking events, email campaigns and extensive cold calling, and subsequently arrange meetings between them and our Financial Advisers. Therefore, aside from excellent lead generation techniques, candidates must have superb communication skills and will ideally have demonstrated this in previous work experience.

The role will involve a high degree of telemarketing activity and the successful candidate will ideally have experience in this field as they will be required to make a minimum of 100 telemarketing calls every day, without fail. Only the most driven, tenacious candidates should apply.

The highest level of written and spoken English will be required as not only will you be required to build rapport and demonstrate verbal skills of persuasion, you will also need to reach out to Prospects via email and social media marketing campaigns. To that end, candidates who have demonstrable experience in such online marketing campaigns, particularly those with proficiency in using LinkedIn for this means – and for broader Business Development purposes- are highly sought after.

Our target market segment are generally high level Executives, so any experience in working with this Group would be advantageous. This includes Europeans whose native language is not English, so the ability to speak (and/or write) in European languages other than English would be a positive.

Tertiary qualification highly desirable, with financial and/or marketing disciplines strongly preferred.

Successful candidate can expect a basic salary in the range of $3,750-$5,625 dependent on skills and experience, plus commission on target commission earnings of circa $40k.

Duration: 1 year

Location: Novena

Working Hours: Monday - Thursday 830am to 6pm; Friday 830am to 530pm

Responsibilities:

• Ensure timeliness, accuracy and completeness of period-end FA reports (e.g. Fixed Asset Stock-take report, Development Project-in-Progress (DPIP) report, and the Consolidated Fixed Asset Schedule) for management and statutory reporting and audit reviews. This includes reviewing of the asset count, performing FA reconciliation and investigating discrepancies (i.e. add, retire or rectify erroneous transactions reported by users via service requests or identified when reviewing expenditure)
• Review development expenditure to assess correct treatment of expenditures for asset capitalisation, before capitalising the assets.
• Maintain standards of excellence for FA processes by facilitating the learning of HTDs through conducting trainings, providing guidance on FA matters (i.e. ensure FA related SOPs are adhered to) and implementing process changes to strengthen governance and control.
• Participate in automation initiatives and process improvement projects (e.g. use of tools such as RPA bots or data analytics dashboards) to enhance work efficiency

Requirements:

• Degree in Accounting
• Prior experience in Audit will be an advantage
• Prior experience in using SAP will be an advantage

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.

Should you be interested in this position, please contact Mandy at 9640 2934 your resume directly for fast respond.

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

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