Total 93 financial planner 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.

OCBC opens doors to new opportunities.

Start your career with OCBC as a Personal Financial Consultant!

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

Global Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It’s a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That’s a lot to get your teeth into and many career paths to follow. And you’ll be doing it all while learning from the best in an award-winning environment.

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

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

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

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

Qualifications

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

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

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.

Job Responsibilities

As a Home Loan Specialist within the Core Banking business, you will be responsible for developing UOB’s mortgage loans portfolio while providing excellent end-to-end loan advisory to our customers. You are expected to achieve individual sales targets while ensuring accurate and timely completion of the entire sales and compliance process.

Specific responsibilities include:

• Provide loan advisory and solutions to meet the property financing needs of UOB’s retail customers
• Acquire new customers through cold-calling, referrals and active participation in road shows
• Develop strong alliances with branch/channel staff, property agents, lawyers and developers to build a strong base of referrals
• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies and business processes

Job Requirements

• A recognised University Degree/Diploma
• Prior experience in property and/or consumer mortgage sectors is highly preferred.
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Proven ability to exceed sales target
• Resourceful and able to work with minimal supervision
• Candidates may be required to work on weekends

Salary: up to $2300

Duration: 6 months

Working Days & Hours: Monday to Friday office hrs

Location: Raffles Place

Job Description:

Manage all incoming documents via Hardcopy and Emails

• Upload claim documents to the imaging system

• Create all Claims Notification in operating systems

• Assist in replying Internal and External Emails when creating Claims Notification

• Review all Annuity Medical Claims for Assessor to approve

• Manage all Severe Disability Claims Review

• Perform routine search for claims investigation ie email and call

• Print and sort correspondences with cheques (if any) for enveloping

• Provide administrative support on ad-hoc matters as and when needed

Job Requirements: Min GCE A Level / Diploma in any course

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]

Salary: up to $5000

Duration: 5 months contract

Working Days & Hours: Mon-Fri Office Hours

Location: Raffles Place

Job Description:

On-boarding/Exit Arrangement

1. Before a staff joins, order a new laptop via MyPortal (if an existing laptop is available, no need to order), apply access card, shared drive, softphone, skype for business, mobimax via Sailpoint, apply Kofax via MyPortal.
2. Update APAC Office Schedule, Phone List, Call Tree
3. Maintain the Statutory Declaration / Letter of Undertaking Register & records
4. Send laptops to IT for rebuilding when a staff resigns (if the laptop is over 3.5 years, return it to IT).

Procurement

1. Requisition of IT equipment – via my Portal
2. Maintain IT inventory list
3. Order stationery
4. Liaise with OCS on facilities matter

Shared Drive / Folder Access Control & Office Access Control

1. Raise request for auditors in SailPoint for retrieval of past assignment folders and accessing restricted folders
2. Request for shared drive access in SailPoint
3. Check fortnightly report on accesses to IG Department
4. Check bi-yearly report on sensitive area accesses

Departmental Duties

1. Act as BCM Correspondent
2. Act as Fire / Evacuation Drill Coordinator

Other Administrative Tasks

1. Update O-charts, Who’s Who and mailing list
2. Submit invoices for payment
3. Verify travel & other expenses before submitting to HoD for approval
4. Arrange flight/hotel reservations for managers
5. Collect masks from BCM
6. Other admin work as and when required

Job Requirements: Min Diploma/Degree in Secretarial / Business or similar w min 3 yrs of relevant secretarial experience in banking/financial institutions

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]

The Job:

• Ensure that the letters are recorded accurately and given to Office Services within the day
• Perform reconciliation checks for batch and ad-hoc print outs to be passed to Officer Services
• Recording of documents to be sent for backend scanning

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

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

The Job:

• Ensure that the letters are recorded accurately and given to Office Services within the day
• Perform reconciliation checks for batch and ad-hoc print outs to be passed to Officer Services
• Recording of documents to be sent for backend scanning

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

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

The Job:

• Ensure that the letters are recorded accurately and given to Office Services within the day
• Perform reconciliation checks for batch and ad-hoc print outs to be passed to Officer Services
• Recording of documents to be sent for backend scanning

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

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

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

Industry : Financial Advisory Industry

Work Location : ChinaTown / Tanjung Pagar

Time: 9am - 6pm ; Mon - Friday

Qualifications & experience

* Must able to use Microsoft Words, Excel, Google Sheets & Docs

* Willing to learn

* Positive attitude and able to work independently and as well as in team

* Good communications & negotiation skills

Tasks & responsibilities

* Assisting in the accounting and finance

* Issuing Invoices and Receipt

* Issuing SOAs and make follow up calls to the customers for payment

* Training will be provided

* Able to do basic Video editing and managing teams social media account. (Captcut/Tiktok/Instagram)

• Assist with updating process documentation and ensuring accuracy.
• Support due diligence efforts for new and existing partners.
• Help coordinate learning and development programs and maintain related records.
• Provide administrative support across various departments.
  

Requirements

• Minimum Diploma and above
• Prior administrative support experience in financial industry
• Proficient in MS office

Interested applicants please send your resume in MS Word format and attention it to Rachel Yeo (R22104385).

Shortlisted candidates will be notified

Data provided is for recruitment purposes only

www.ambition.com.sg

EA Registration Number: R22104385

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

The Job:

• Ensure that the letters are recorded accurately and given to Office Services within the day
• Perform reconciliation checks for batch and ad-hoc print outs to be passed to Officer Services
• Recording of documents to be sent for backend scanning

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

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

The Job:

• Ensure that the letters are recorded accurately and given to Office Services within the day
• Perform reconciliation checks for batch and ad-hoc print outs to be passed to Officer Services
• Recording of documents to be sent for backend scanning

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

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

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

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 Experience:

· Competent with Microsoft Office Applications

· Good knowledge of insurance fundamentals

· 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

Education:

· Preferably a Diploma in Business Administration or related field

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.

Roles & Responsibilities

1. Administrative Support Manage executives’ schedules, appointments, and calendars.
   Coordinate and arrange meetings, including preparing agendas and meeting minutes.
   Assist with travel arrangements and logistics for the leadership team.
   
2. Office Management Oversee the organization and maintenance of office files, documents, and supplies.
   Ensure the office environment remains professional, organized, and functional.
   Serve as the primary contact for office-related inquiries and support staff.
   
3. Communication Management Handle incoming and outgoing correspondence, including emails, calls, and letters.
   Liaise with clients, vendors, and stakeholders on behalf of the management team.
   Draft and proofread documents, reports, and presentations.
   
4. Task Coordination Track deadlines, prioritize tasks, and ensure the timely completion of assignments.
   Support the team with project coordination and follow-ups.
   Act as a bridge between departments to ensure smooth communication and task execution.
   
5. Confidentiality and Professionalism Manage sensitive and confidential information with discretion.
   Uphold a professional demeanor in all interactions and communications.
   
6. Support to Leadership Provide personal assistance to director when needed.
   Assist in decision-making by organizing key data and insights.
   Anticipate needs and proactively address potential challenges.
   
7. General Administrative Duties Maintain office equipment and coordinate repairs or replacements as required.
   Process expense reports, invoices, and reimbursements accurately.
   Support team events, workshops, or office initiatives as needed.
   

Salary: up to $2600

Duration: 3 months (1 Dec 2024 to 28 Feb 2025 )

Location: Tanjong Pagar

Working Hours: Mon - Fri Office Hours

Job Descriptions:

To process the following requests received from policyholders:

• Policy loan and surrender

• Change of address and contact

• Preparing documents for scanning into imaging system

Job assigned includes:

• Checking of completeness of documents submitted

• Checking of eligibility of application

• Typing of letters

Any other ad hoc duties assigned by supervisors

Requirements:

Minimum Diploma/A Level

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]

Start your career with OCBC as a Personal Financial Consultant!

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

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

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

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

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

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

Qualifications:

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

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

Job Description:

• Filing & archival of documents
• Typing of insurance related notices
• Other general admin duties as assigned

Application Procedures

Interested candidates, please email your resume to:

Attention: Jamie Tan Pei Zhen (CEI No. R2199473)

[email protected]

Recruit Express Pte Ltd (EA No. 99C4599)

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.

Salary: up to $2600

Duration: 3 months contract

Working Days & Hours: Mon-Fri Office Hours

Location: Telok Ayer

Job Description:

To process the following requests received from policyholders:

• Policy loan and surrender
• Change of address and contact
• Preparing documents for scanning into imaging system

Job assigned includes:

• Checking of completeness of documents submitted
• Checking of eligibility of application
• Typing of letters

Any other ad hoc duties assigned by supervisors

Job Requirements: Min GCE A Level / Diploma in any course

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 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

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