Total 32 Senior Executive financial advisor job vacancies in Administrative / Clerical category in Singapore

As a Finance Analyst on the Assembly & Test Finance team, supporting MSB Site Assembly & Test Manufacturing Operations, your primary focus will be providing effective operational finance support through performing cost financial reporting, and supporting the reporting processes through data management and data analytics.

You will be partnering with various teams, including not limited to Global Finance teams as well as Global Operation Cost teams and Engineering teams to provide timely and insightful analysis.

WORKING THROUGH STANDARD COSTING, PLANNING AND REPORTING FOR ASSEMBLY & TEST MANUFACTURING SUPPORT

- Perform Monthly Closing and Quarterly Budgeting for Standard Cost for Mfg Operations

- Monthly review and analysis of actual variances as compared to standard costs

- Quarterly review and analysis of projected process costs and comparison to prior plan(s) and established goals and benchmarks

- Support the business planning cycle through data analysis and participation in the budget process.

- Monthly review of reporting to ensure consistent capture of data to enable internal and external benchmarking efforts

- Ongoing support of management information requests and special projects as assigned by management

- Ensure ongoing consistency and relevance of data that is made available to Manufacturing management

- Continuously work to improve the coordination and communication amongst the various sites and global finance teams

- Prepare and analyze monthly expenses and cost per part fluctuation

- Present to key business partners with an appropriate format with proper level of details

- Participate in governance of SOX and Management Process Controls.

PROVIDING EFFECTIVE REPORTS & DASHBOARDS THROUGH DATA ANALYTICS AND DATA VISUALIZATION
- Support and perform testing on new systems and enhancements of existing systems

- Ensure data quality to effectively support the business processes, and identify new ways to streamline processes

- Organise and transform information into comprehensible data structures

- Use data mining to extract information from data sets and identify correlations and patterns

- Design new reports and dashboards to present data based on business requirement

- Data visualization and communication to stakeholders on the data contents by using interactive formats

SYSTEMS EXPERIENCE BENEFICIAL TO SUCCESS IN THE ROLE:
- SAP, Excel, PowerPoint,, Power BI, Tableau, SQL

SKILLS REQUIRED:
- Data analytics and visualization

- Critical thinking and Problem solving Skills

- Multi-tasking and time management

- Communication and presentation skills

- Collaboration

- Pay attention to details

REQUIREMENTS:
- Minimum 2-3 years Financial Experience

- Bachelor’s degree in Accountancy, Finance, Statistics preferred

- Familiarity with costing, accounting & enterprise reporting systems (SAP, TM1, Power BI, Tableau preferred)

- Solid understanding of data sources, data organization, relational databases, and data analysis techniques

Responsible for developing, interpreting and implementing financial concepts for financial planning and control. Performs technical analysis to determine present and future financial performance. Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirements, operating forecasts, etc. Performs economic research and studies in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements.

Overview:

Our team of Financial Advisors are responsible for the growing business of the Bank by forging deep and long-term relationships with our Clients. They are responsible for understanding our Client’s needs and provide unbiased advice in managing and growing their wealth.

Responsibilities:

• Achieve consistent sales performance
• Achieve new business and customer acquisition goals within the retail segment
• Provide dedicated client services to the branch’s clients
• Provide advisory in accordance with the Bank’s customer service and compliance guidelines
• Conduct sales presentations to the Bank’s prospective customers

Requirements:

• Bachelor Degree in a Business or Finance discipline.
• At least 1-year of financial advisory experience preferred, entry Level candidates are welcomed to apply as well.
• Confident and highly energetic.
• Self-motivated and driven.
• Good communication and presentation skills.
• Excellent leadership track record in extra-curricular activities.

We are looking for an energetic, confident and highly motivated candidate who works great in a team, and have good communication and presentation skills.

If you are seeking a dynamic sales career where sky’s the limit, talk to us!

Please note only shortlisted candidates will be notified.

As a Finance Analyst on the Assembly & Test Finance team, supporting MSB Site Assembly & Test Manufacturing Operations, your primary focus will be providing effective operational finance support through performing cost financial reporting, and supporting the reporting processes through data management and data analytics.

You will be partnering with various teams, including not limited to Global Finance teams as well as Global Operation Cost teams and Engineering teams to provide timely and insightful analysis.

WORKING THROUGH STANDARD COSTING, PLANNING AND REPORTING FOR ASSEMBLY & TEST MANUFACTURING SUPPORT

- Perform Monthly Closing and Quarterly Budgeting for Standard Cost for Mfg Operations

- Monthly review and analysis of actual variances as compared to standard costs

- Quarterly review and analysis of projected process costs and comparison to prior plan(s) and established goals and benchmarks

- Support the business planning cycle through data analysis and participation in the budget process.

- Monthly review of reporting to ensure consistent capture of data to enable internal and external benchmarking efforts

- Ongoing support of management information requests and special projects as assigned by management

- Ensure ongoing consistency and relevance of data that is made available to Manufacturing management

- Continuously work to improve the coordination and communication amongst the various sites and global finance teams

- Prepare and analyze monthly expenses and cost per part fluctuation

- Present to key business partners with an appropriate format with proper level of details

- Participate in governance of SOX and Management Process Controls.

PROVIDING EFFECTIVE REPORTS & DASHBOARDS THROUGH DATA ANALYTICS AND DATA VISUALIZATION
- Support and perform testing on new systems and enhancements of existing systems

- Ensure data quality to effectively support the business processes, and identify new ways to streamline processes

- Organise and transform information into comprehensible data structures

- Use data mining to extract information from data sets and identify correlations and patterns

- Design new reports and dashboards to present data based on business requirement

- Data visualization and communication to stakeholders on the data contents by using interactive formats

SYSTEMS EXPERIENCE BENEFICIAL TO SUCCESS IN THE ROLE:
- SAP, Excel, PowerPoint,, Power BI, Tableau, SQL

SKILLS REQUIRED:
- Data analytics and visualization

- Critical thinking and Problem solving Skills

- Multi-tasking and time management

- Communication and presentation skills

- Collaboration

- Pay attention to details

REQUIREMENTS:
- Minimum 2-3 years Financial Experience

- Bachelor’s degree in Accountancy, Finance, Statistics preferred

- Familiarity with costing, accounting & enterprise reporting systems (SAP, TM1, Power BI, Tableau preferred)

- Solid understanding of data sources, data organization, relational databases, and data analysis techniques

Responsible for developing, interpreting and implementing financial concepts for financial planning and control. Performs technical analysis to determine present and future financial performance. Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirements, operating forecasts, etc. Performs economic research and studies in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements.

Join us today as our Bancassurance Specialist

• Whether you are graduating soon or thinking of career advancement within the banking space, why not explore with UOB?
• As a Bancassurance Specialist, you can expect to embark on an exciting and rewarding career track with an attractive remuneration scheme
• Either by providing accurate financial advisory to customers as an individual contributor or should you do well as an individual contributor, you may be selected to advance your milestone as a Team Leader whose responsibility is to manage and lead a team of Bancassurance Specialists and Senior Bancassurance Manager or Bancassurance Advisor that handles the High Net worth segment.

Job Responsibilities:

• Provide accurate financial advisory services to existing bank customers through referrals from mortgage and core banking channels
• Engage Existing Bank customers through active teleconsultation and referrals
• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements

Job Requirements:

• Results-oriented and driven
• Competent in engaging existing customers in financial planning
• Possess the relevant accreditations (i.e. CMFAS Modules 5, 9, 9A, and HI) preferred
• Possess at least a Diploma from a recognized institution
• Sales personnel with track records are strongly preferred
• Candidates with a minimum 1 year of insurance sales experience or Fresh graduates who possess strong sales attributes are highly encouraged.v

We are looking for a meticulous individual to help with administrative work and exercise due dilligence in the Financial Industry.

Job Responsibilities

• Manage administrative tasks related to representatives, including transfer administration and representative code management.
• Assist in organizing and supporting company events.
• Conduct fit and proper due diligence assessments for candidates.
• Perform periodic assessments of existing representatives to ensure compliance.
• Perform any other general administrative and clerical duties as assigned.
• Undertake ad-hoc projects and activities as assigned
• Excellent interpersonal and communication skills
• Proficient in Microsoft Excel and Word.
• Resourceful, with strong teamwork and collaboration skills.
• Meticulous with excellent attention to detail.
• Able to multitask, work well under pressure, and stay agile in a fast-paced environment

Qualifications & Employment Type

Diploma & Full-Time

Years of Experience

At least 2 years, preferably in Financial Industry

Jobs Responsibilities

• Provide full support to Officers
• Liaise with Car Dealers and Hirers for Car financing matter
• Evaluate all Loan Applications
• Credit management for Car Finance etc
• Other ad-hoc duties assigned from time to time

Job Requirements

• Min. Diploma
• Prior admin experience preferred
• Training will be provided

Application Procedures

Interested candidates, please email your resume to:
Attention: Lynn Mak Ling Ling (CEI No. R1986990)
[email protected]
Recruit Express Pte Ltd (EA No. 99C4599)

We regret that only shortlisted candidates will be notified.

Graduates and Diploma holders can apply

Roles and Responsibilities:

Workspace Management:Ensure that the workspace is well-maintained, clean, and organised to provide a conducive environment for work, meetings, and training sessions.
Oversee the setup and readiness of meeting rooms and training areas, including audiovisual equipment, seating arrangements, and necessary materials.
Monitor and maintain office supplies, ensuring all essentials like stationery, paper, and equipment are available.
Refreshments & Supplies-Ensure the pantry is stocked with refreshments, including coffee, tea, biscuits, and other snacks, maintaining adequate inventory levels.
Coordinate with suppliers to replenish supplies when needed and ensure high-quality standards.
Maintain a clean and inviting pantry area for staff.

Event Support:

Assist in organising and executing client appreciation events, such as movie nights, ensuring smooth logistics and coordination.
Support event setup, including arranging venues, catering, and materials, and ensure a positive experience for attendees.
Manage guest lists and provide on-site support during events.

Project Assistance:

Contribute to projects focused on building and enhancing the organisation's brand presence.
Assist in developing materials, coordinating with vendors, and executing branding initiatives.
Support internal communications related to branding efforts and employee engagement.

General Office Support:

Act as the point of contact for any workspace-related issues, addressing concerns promptly to ensure minimal disruption to daily operations.
Maintain a welcoming environment for visitors and clients, providing assistance and ensuring a positive first impression.
Collaborate with team members to ensure alignment with company standards and objectives.

Qualifications:
- Strong organisational and multitasking skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Experience in office management, event coordination, or a related role is preferred.
- Positive attitude and a proactive approach to problem-solving.

Jobs Responsibilities

• Provide full support to Officers
• Liaise with Car Dealers and Hirers for Car financing matter
• Evaluate all Loan Applications
• Credit management for Car Finance etc
• Other ad-hoc duties assigned from time to time

Job Requirements

• Min. Diploma
• Prior admin experience preferred
• Training will be provided

Application Procedures

Interested candidates, please email your resume to:
Attention: Lynn Mak Ling Ling (CEI No. R1986990)
[email protected]
Recruit Express Pte Ltd (EA No. 99C4599)

We regret that only shortlisted candidates will be notified.

We are looking for a meticulous individual to help with administrative work and exercise due dilligence in the Financial Industry.

Job Responsibilities

• Manage administrative tasks related to representatives, including transfer administration and representative code management.
• Assist in organizing and supporting company events.
• Conduct fit and proper due diligence assessments for candidates.
• Perform periodic assessments of existing representatives to ensure compliance.
• Perform any other general administrative and clerical duties as assigned.
• Undertake ad-hoc projects and activities as assigned
• Excellent interpersonal and communication skills
• Proficient in Microsoft Excel and Word.
• Resourceful, with strong teamwork and collaboration skills.
• Meticulous with excellent attention to detail.
• Able to multitask, work well under pressure, and stay agile in a fast-paced environment

Qualifications & Employment Type

Diploma & Full-Time

Years of Experience

At least 2 years, preferably in Financial Industry

We are looking for a meticulous individual to help with administrative work and exercise due dilligence in the Financial Industry.

Job Responsibilities

• Manage administrative tasks related to representatives, including transfer administration and representative code management.
• Assist in organizing and supporting company events.
• Conduct fit and proper due diligence assessments for candidates.
• Perform periodic assessments of existing representatives to ensure compliance.
• Perform any other general administrative and clerical duties as assigned.
• Undertake ad-hoc projects and activities as assigned
• Excellent interpersonal and communication skills
• Proficient in Microsoft Excel and Word.
• Resourceful, with strong teamwork and collaboration skills.
• Meticulous with excellent attention to detail.
• Able to multitask, work well under pressure, and stay agile in a fast-paced environment

Qualifications & Employment Type

Diploma & Full-Time

Years of Experience

At least 2 years, preferably in Financial Industry

Overview:

Our team of Financial Advisors are responsible for the growing business of the Bank by forging deep and long-term relationships with our Clients. They are responsible for understanding our Client’s needs and provide unbiased advice in managing and growing their wealth.

Responsibilities:

• Achieve consistent sales performance
• Achieve new business and customer acquisition goals within the retail segment
• Provide dedicated client services to the branch’s clients
• Provide advisory in accordance with the Bank’s customer service and compliance guidelines
• Conduct sales presentations to the Bank’s prospective customers

Requirements:

• Bachelor Degree in a Business or Finance discipline.
• At least 1-year of financial advisory experience preferred, entry Level candidates are welcomed to apply as well.
• Confident and highly energetic.
• Self-motivated and driven.
• Good communication and presentation skills.
• Excellent leadership track record in extra-curricular activities.

We are looking for an energetic, confident and highly motivated candidate who works great in a team, and have good communication and presentation skills.

If you are seeking a dynamic sales career where sky’s the limit, talk to us!

Please note only shortlisted candidates will be notified.

We are looking for a meticulous individual to help with administrative work and exercise due dilligence in the Financial Industry.

Job Responsibilities

• Manage administrative tasks related to representatives, including transfer administration and representative code management.
• Assist in organizing and supporting company events.
• Conduct fit and proper due diligence assessments for candidates.
• Perform periodic assessments of existing representatives to ensure compliance.
• Perform any other general administrative and clerical duties as assigned.
• Undertake ad-hoc projects and activities as assigned
• Excellent interpersonal and communication skills
• Proficient in Microsoft Excel and Word.
• Resourceful, with strong teamwork and collaboration skills.
• Meticulous with excellent attention to detail.
• Able to multitask, work well under pressure, and stay agile in a fast-paced environment

Qualifications & Employment Type

Diploma & Full-Time

Years of Experience

At least 2 years, preferably in Financial Industry

1. Be able to handle full sets of accounts and general admin duties and work independently.

2. Be able to maintain proper document records and filing.

3. Capable of handling daily accounting reports.

4. The process of reimbursement claims and payment to staff and vendors.

5. Prepare monthly and/or yearly company forecasts and budgeting.

6. Maintain employee medical claims records and annual leave.

7. Attend to incoming calls, emails, and inquiries.

8. Preparation and submission of GST, Tax clearance, and others;

9. Support operations and general day-to-day administrative duties

Job Responsibilities:

· Providing of administrative support to the Portfolio team

· Coordinating of travel arrangements, visa application and client meetings

· Ensure calendars are aligned with global office and consistent

· Assist with presentation slides, compliance documents and daily/monthly reports

· Expense preparation and submitting via Workday

· Attending/ receiving to guests at reception

· Meeting room booking and maintaining of meeting records

· Doing of market research and analysis and providing recommendations to internal stakeholder/ team members

· Adhoc tasks and projects as assigned

Job Requirements

· Minimum Diploma in a related discipline

· Minimum 4 years of relevant experience

· Able to start immediately or within short notice

Interested candidates, kindly email your detailed resumes in MS word format to [email protected]

Attention to Joseph Koh Wei Jie (R1873431)

Shortlisted candidates will be notified

www.ambition.com.sg

EA Registration Number: R1873431

Data provided is for recruitment purposes only

Business Registration Number: 200611680D. License Number: 10C5117

Salary: up to $6800

Working Days & Hours: Mon-Fri Office Hours

Location: Raffles Place

Job Description:

• Coordinate travel arrangements including booking flights, hotels, transfers, and visas.
• Manage calendars to ensure effective scheduling and organization.
• Assist with expense preparation, submission, and tracking using Workday Expense.
• Review, record, and secure necessary approvals for invoice payments.
• Provide support for meetings, events, and conferences as needed.
• Professionally attend to and receive guests at the reception on the assigned floor when required.
• Assist with meeting room bookings and arrange refreshments as necessary.
• Gather and prepare company reports and presentations in advance of meetings.
• Manage team leave records and submissions through Workday Leave Management.
• Input company meetings into the EME meetings system.
• Maintain records of travel and meetings to ensure accurate and up-to-date information.

Job Requirements: Min Diploma/Degree in Secretarial or similar w min 3 yrs of relevant experience, preferably in banks/FIs

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

Ally Audrey Lok Xin Woon

Recruit Express Pte Ltd (Healthcare & Lifescience)

Company EA Licence number : 99C4599

Personnel EA License: R21102307

[email protected]

We are looking for meticulous individuals who have an eye for details, to maintain accuracy in data processing for business transactions.

This position is based in Singapore for Five-day work week. Under the employment of Financial Alliance Pte Ltd.

JOB DESCRIPTION

· Data entry of business transactions and upload scanned policy documents

· Manage policy alterations, renewals and claims

· Disseminate emails and upload information to shared folder

· Update application status, underwriting & service information

· Arrange for courier and dispatch of documents

· Receptionist duties

· Perform any ad-hoc activities and project assigned

PREREQUISITES

· Strong service orientation

· Good communication and negotiation skills to manage internal and external stakeholders

· Able to meet tight deadlines, be meticulous and accurate

· Proficient in Microsoft Excel and Word

Basic training will be given on the insurance and investment products.

Job Type: Permanent

Salary:

SGD $1800 - $2200

Schedule:

Monday to Friday, 9am to 6pm

On-site

We are looking for meticulous individuals who have an eye for details, to maintain accuracy in data processing for business transactions.

This position is based in Singapore for Five-day work week. Under the employment of Financial Alliance Pte Ltd.

JOB DESCRIPTION

· Data entry of business transactions and upload scanned policy documents

· Manage policy alterations, renewals and claims

· Disseminate emails and upload information to shared folder

· Update application status, underwriting & service information

· Arrange for courier and dispatch of documents

· Receptionist duties

· Perform any ad-hoc activities and project assigned

PREREQUISITES

· Strong service orientation

· Good communication and negotiation skills to manage internal and external stakeholders

· Able to meet tight deadlines, be meticulous and accurate

· Proficient in Microsoft Excel and Word

Basic training will be given on the insurance and investment products.

Job Type: Permanent

Salary:

SGD $1800 - $2200

Schedule:

Monday to Friday, 9am to 6pm

On-site

Job Duties:

• Monitor office supplies, place supply orders when necessary
• Monitor and log office expenses and costs
• Manage all vendor invoices including timely payments, manage relationship with the external vendors
• Provides administrative support for senior leaders mainly being responsible for coordination of meetings, travel arrangements, expense processing, coordinating logistics for visiting global management
• Provide facilities management support for efficient and effective delivery of logistics and support services to the office environment
• Liaise with travel management companies to coordinate all aspects of travel arrangements and hotel reservations for domestic and international trips; application for visas;
• Other ad hoc administrative duties as assigned

Job Requirements:

• Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma, any field.
• Minimum 3 years and above experience in administrative/secretarial/receptionist experience
• Strong communication skills and able to work in fast paced environment
• Experience with team and people management
• Good command of spoken and written English
• Full-Time position(s) available.

Interested applicants please send your resume in MS Words format and attention it to Tan Joanna (R1104661)

Short listed candidates will be notified

www.ambition.com.sg

EA Registration Number: R1104661

Data provided is for recruitment purposes only

Business Registration Number: 200611680D. Licence Number: 10C5117

Responsibilities:

1. Provide administrative support to Data Platform.

2. Assist in the onboarding and offboarding of resources (coordinating on 1st day reporting, preparing access, laptops, work phone, staff pass, email distribution list, welcome pack etc…).

3. Assist in procurement process for office supply, event catering, festive gifts for clients, or staff & internal celebratory events for staff. Including admin task such as prepare purchase order, tracking deliveries, and managing vendor relationships.

4. Oversee office supplies inventory, printers, order supplies, MacBook’s, Window laptops, stationeries, pantries snacks, and ensure equipment maintenance.

5. Act as point of contact for internal and external stakeholders, responding to inquiries and directing them to the appreciate personnel.

6. Coordinate on departmental engagement events, workshops, and training session.

7. Collaborate with other administrative staff across departments to streamline processes and improve efficiency.

8. Assist in related projects, liaising with internal and external stakeholders, including co-ordinating and managing the logistics for offsite meetings and conferences.

9. Provide logistical support for all meetings, conference calls, and events.

Requirements:

1. Minimum Diploma holder, junior level with at least 2-3 years of administrative experience.

2. Experience working in fast paced and demanding working environment like a financial services industry.

3. Highly proficient in all Microsoft applications (Excel, Word and PowerPoint) related systems

4. Independent, strong planning and organisation skills, meticulous and ability to multitask while working under pressure.

5. Good time-management skills with ability to prioritise tasks assigned.

6. Strong team-player with effective listening, communication, and interpersonal skills.

7. Prior experience / familiarity with DBS’s or a similar large bank’s administration / operating processes is an advantage.

Job Duties

• Provide high level administrative/secretarial support to CIO and Head of Business Management including schedule management, coordinating meetings and travel, preparing papers, presentation, minutes action points and communications, as required
• Receive and host visitors on behalf of the CIO/Investment Heads and support Group/ Board/Executive events and meetings as required
• Ensure broad support to functional teams for budget, vendor/contingent worker management, interview scheduling and other day to day administration requirements
• Partner closely with Head of Business Management coordinate annual program of technical and other investment related training and development, leveraging broader administration team resources to support
• Develop strong relationships with key personnel within office of CEO, and other key functions and support roles across the business interacting with Investment
• Provide support and back up to other administration/facility support teams as required
• Coordinate network Investment division for all secretaries to share relevant information and ensure cross team coverage, capacity, and capability to support all Investment functions
• Mentor department secretaries to support their development and performance in partnership with functional leader
• Ensure that all secretaries are maintaining Investment organisational charts (by function) and professional bios within each function in a timely manner and stored in a SharePoint for easy access
• Operate with the strictest of confidence and ensure the same attribute is demonstrated with other department secretaries
• Take the lead on adhoc project initiatives as delegated by CIO/Head of Business Management

Job Requirements

• Minimum Diploma/Degree & above or equivalent
• About 10-15 years of professional secretarial experience within banking/finance industries
• Possesses high initiative, excellent interpersonal skills, and confident
• Able to mentor/manage a team of secretaries within the investment team

Qualified candidates may submit a copy of detailed resume in MS Word Format to [email protected]

Charissa Ong Zimin (R1104659)

Email address: [email protected]

Recruit Express Pte Ltd

EA License No.: 99C4599

Job Description:

The Admin Executive works in the operations function. Reporting to the Head of Ops, the Admin Executive supports in the administrative and operational management of their insurance submission.

Key Responsibilities:

• Data entry for submission of documents
• Ensuring the accuracy and reliability of sales data
• Recording figures and updating progress of insurance applications
• Managing client data by using CRM and ERP systems
• Following up and supporting in clearance of outstanding underwriting requirements
• Approving applications according to internal and external processes and systems
• Supporting any administration needs of the department in case management and documentation
• Maintaining insurance product library, Fact Find Form and Commission Rebate Calculator
• Involved in sales campaigns and liaise with the various stakeholders to ensure that these campaigns are successfully launched, tracked and fulfilled
• Involved in the improvements and enhancements of existing systems and processes
• Maintaining and updating department processes and work flows
• Assisting in ad-hoc projects and tasks assigned

Key Requirement:

• Experience in relevant field and familiarity with insurance policies would be advantageous.
• Competent with Microsoft Office Applications
• Meticulous and attentive to details
• Self-driven and pro-active to work independently
• Highly adaptable to dynamic work environment and embrace new changes
• Ability to work under tight timeline
• High level of integrity and takes accountability of work

WhatsApp: +65 90820021 (Kyler)

Email: [email protected]

Salary: $2000 - $2500
Working hours: Mon - Fri (9AM - 6PM)
Location: Bukit Merah Central

Responsibilities:

• Performing a variety of general clerical work.
• Provide support for administrative matters
• Provide support in day-to-day duties
• Handle sensitive information in a confidential manner
• Mailing services
• Provides customer service, information, referrals, and assistance to customers, partners and internally in reference to assigned area of responsibility.
• Performs related duties and responsibilities as required.

Requirements:

• At least 1 year of relevant experience
• Proficient in Microsoft Excel

The Supreme HR Advisory Pte. Ltd | 14C7279

Gan Kai Le | R23112683

OCBC opens doors to new opportunities.

Start your career with OCBC as a Senior Personal Financial Consultant!

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

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

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

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

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

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

Qualifications:

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

• Preferably has a Degree or a Diploma with more than 2 years of relevant retail banking sales experience and proven sales records
• Results-oriented go-getter who works well under pressure.
• Prepared to have flexible working hours that may include working on weekends.

OCBC opens doors to new opportunities.

Start your career with OCBC as a Senior Personal Financial Consultant!

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

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

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

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

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

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

Qualifications:

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

• Preferably has a Degree or a Diploma with more than 2 years of relevant retail banking sales experience and proven sales records
• Results-oriented go-getter who works well under pressure.
• Prepared to have flexible working hours that may include working on weekends.

Job Scope:

• Attending to client’s queries on behalf of Director, attending to additional correspondence with stakeholders, other parties from HQ
• Maintains executive’s appointment schedule by scheduling meetings, conferences, teleconferences, and travel.
• Welcomes guests and clients by greeting them, in person or on the telephone, schedules meetings, and answering or directing inquiries.
• Prepares reports by collecting and analysing information.
• Maintains customer confidence and protects operations by keeping information confidential.
• Provides administrative support to ensure efficient operation of office.
• Carries out administrative duties such as filing, typing, copying, binding, scanning etc.
• Makes travel arrangements such as booking flights, or restaurant reservations.
• Exhibits polite and professional communication via phone, e-mail, and mail.
• Supports team by performing tasks related to organization and strong communication.
• Provides information by answering questions and requests.
• Maintains supplies inventory by checking stock to determine inventory level, anticipating needed supplies, placing, and expediting orders for supplies.
• Contributes to team effort by accomplishing related results as needed.
• Designs & Update of monthly meeting slides, rewards/challenges, and upcoming events for the team.
• Tracking of daily expenses for associate directors.
• Liaising with third party vendors to ensure smooth transactions between parties.
• Attend meetings and take accurate minutes of discussions and decisions.
• Prepare and distribute meeting agendas and supporting documents to attendees.
• Ensure all actions and decisions are recorded and followed up on.
• Collaborate with other administrative staff to schedule meetings and arrange logistics.
• Type up and distribute finalized minutes to all relevant parties.
• Ensure confidentiality of all meeting materials and discussions.
• Maintain organized and easily accessible records of all meeting minutes and related documents.

Skills/Qualifications:

• Excellent interpersonal and communication skills
• Time-management skills
• Ability to pay attention to detail
• Ability to multitask
• Good understanding of frequently used computer software and programs, such as Microsoft Office
• Enjoys fast paced environment

Interested candidates who wish to apply for the advertised position, please click on "Apply Now". We regret that only shortlisted candidates will be notified.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E

EA License No. 01C4394 • EA Registration No. R23114347 (Pang Xue Ni)