Total 806 distribution manager job vacancies in Finance / Banking / Insurance category in Singapore - Marina View

Job Description:

• Play a key role in capital raising, determining appropriate investment strategies and generating investment ideas for the portfolio.
• Responsible for establishing funds which are more Fixed income related.
• Keep abreast of market trends and risks that could affect the fund performance. Implement effective daily operational controls and processes for managing of the fund.
• Present investment ideas and report the performance of the portfolio to the investment committee and work closely with risk and compliance teams to ensure all policies and regulatory requirements are complied with.
• The role is based in Singapore.

Requirements:

• A master degree with an emphasis in Finance and Economics or an equivalent advanced degree preferred
• CFA, FRM and/or CAIA designations are highly desirable
• At least 5 years of Fixed Income portfolio management experience
• Outstanding commercial acumen, presentation, verbal, and strong written skills in English and Chinese as you will be required to liaise with Chinese speaking clients
• Outstanding influencing and interpersonal skills can communicate effectively with multi-functional/ cross-regional teams and with senior management; Ability to exercise independent judgement and discretion.
• Result oriented, dedicated, hardworking and can work on own initiative whilst also working collaboratively and deliver on time with a high level of integrity, sense of urgency, attention to detail and quality standards

Salling Search is recruiting a Finance Manager for an international industrial products manufacturer/commodity trading company.

Key Responsibilities

• Oversee the end-to-end accounts payable process, ensuring strict compliance with company policies and regulatory standards.
• Provide strategic oversight for reconciling shipping liabilities and outstanding obligations. Collaborate with chartering and operations teams to resolve discrepancies and enhance expense tracking systems.
• Establish robust controls and reporting mechanisms to ensure audit readiness and streamlined vendor management.
• Direct the invoicing lifecycle, ensuring accuracy, timeliness, and alignment with sales agreements.
• Lead the corporate credit card program, ensuring alignment with financial policies and fostering a culture of compliance and accountability.
• Take ownership of daily cash management, ensuring sufficient liquidity for operational needs and aligning with strategic cash flow goals.
• Manage electronic payment workflows, implementing advanced controls to minimize risk and maximize efficiency.
• Develop and maintain a dynamic cash flow forecasting model, providing actionable insights to senior leadership.
• Lead the preparation of accurate and insightful monthly financial statements, with a focus on profit and loss analysis.
• Oversee the comprehensive management of fixed assets, ensuring accurate tracking, valuation, and depreciation schedules.
• Partner with the CFO in the preparation of annual budgets and forecasts, integrating financial data into actionable strategies.

Requirements

• Minimum 8-12 years of progressive experience in accounting and financial management.
• Bachelor’s degree in Accounting, Finance; CA, CPA, or ACCA
• A Master's degree in Accounting, Finance, or Business Administration (MBA) is highly preferred.
• Chartered Accountant (CA) designation is required.
• CPA, ACCA, or equivalent international certifications are a strong advantage.
• Proven track record of driving process improvements, managing tax compliance, and supporting strategic decision-making.
• Experience in SMEs or dynamic, growth-focused environments is preferred.
• Mastery in Quickbooks is preferred.
• Proficiency in advanced accounting technologies.
• Highly motivated self-starter with a relentless drive for excellence and a strong passion for continuous improvement, consistently seeking opportunities to enhance processes, deliver superior results, and contribute meaningfully to the organization’s growth.

Job duties / responsibilities

• Assist in finance function which include:

-Compliance with relevant MAS and SGX regulatory requirements from finance perspective

-Timely submission of MAS and SGX regulatory returns as CMSL holder and SGX member financial closing

-Tax matters such as corporate tax, GST and WHT

-External and internal auditors

• Management information, budgeting and financial statements production
• Strengthen the internal control processes and automation of various work flows
• Participate in change agenda and new business initiatives as directed by local and Group management
• Assist in business partnering to provide advice from accounting, tax and regulatory capital perspective
• Assist in tax planning activities such as cross border transactions and transfer pricing
• Assist in treasury and corporate secretarial matters
• Assist in any ad hoc assignment as directed by management

Requirements

• Degree in Accountancy or equivalent with professional accreditation such as CPA
• At least 5 to 8 years of post-qualification experience
• Experience in Securities and / or Financial Institutions with understanding of MAS and SGX regulatory requirements
• Strong knowledge of accounting principles and financial products
• Detail-oriented with strong analytical mind and problem solving skills
• Team player with initiative who can work with various stakeholders on ad hoc assignments

Company Description

Mana Impact is a boutique impact investment advisory firm based in Singapore. Our mission is to channel financial capital to catalyze a circular and regenerative economic system, focusing in the areas of ocean health, as well as food and agriculture. We work with family offices, corporates, international development organizations, investment funds and individuals to define their impact strategy, originate deal flow, measure impact, and manage their portfolio.

The role

Mana Impact is seeking an enthusiastic and diligent Investment Manager to lead investments, as well as external consulting projects. This role requires a versatile professional who thrives in a dynamic environment, balancing strategic thinking with hands-on execution. We are looking for someone with a proven track-record in the following areas:

Investment Acumen: Originate and source impact deal flow, conduct market analysis, and due diligence across asset classes (primarily private equity and private debt) with a focus on early-stage companies.

Financial Analysis: Develop detailed financial models, create investment memos, and present data-driven recommendations to investment committees.

Portfolio Monitoring and Reporting: Track financial, impact, and risk metrics for client portfolios, delivering detailed performance reports on a monthly, quarterly, and annual basis.

Project Management: Lead diverse projects in nature, biodiversity, and the circular economy, including impact investments, impact framework development, fund establishment, and market research.

Network and Relationship Management: Collaborate with our extensive network of clients, advisors, and partners to drive impactful results.

Role Description

We are looking for a resourceful and collaborative individual with a passion for impact and sustainability but with investment track record as well as experience working in a consultant / advisory role.

Analytical & Financial Skills: Strong qualitative and quantitative capabilities.

Problem Solver: A positive and proactive mindset for addressing challenges.

Team Player: Ability to collaborate effectively across geographies and projects.

Multi-Tasker: Skilled at managing diverse client needs and wearing multiple hats.

Tech-Savvy: Comfortable using various software and database tools.

Impact-Driven: Genuine interest in nature, the environment, and climate change, paired with curiosity and a commitment to continuous learning.

Application

Please send your application to [email protected] including your cover letter describing your motivations for applying for this role along with a CV as well as two references from a recent and similar position. Only short-listed candidates will be contacted.

Salary: Up to $7000

Duration: 3 months contract to Perm

Location: Penjuru Road

Working Hours: Mon to Fri, 9am to 5.30pm

Job Summary:

• The Head of Finance / Finance Manager will lead and manage the finance function within the organization. The role is responsible for the overall financial health of the business, providing strategic financial, managing financial operations, ensuring compliance with financial regulations, and advising senior management on financial matters.

Responsibilities:

• Financial Reporting: Prepare and present monthly, quarterly, and annual financial statements. Ensure that all reports are accurate and completed on time.
• Budgeting & Forecasting: Assist in the preparation and monitoring of the company’s budget. Track and analyze variances between actual performance and forecasts, providing explanations and recommendations for improvement.
• Cash Flow Management: Manage day-to-day cash flow, including monitoring accounts receivable and accounts payable. Prepare cash flow projections and assist with liquidity planning.
• Cost Control & Analysis: Review entire group’s expenditures and identify opportunities for cost savings and operational efficiencies. Analyze departmental budgets to ensure adherence to financial plans.
• Compliance & Tax: Ensure compliance with financial regulations and reporting standards (e.g., VAT, GAAP, tax filings). Coordinate with external auditors for year-end audits and tax filings.
• Financial Planning & Analysis: Conduct financial analysis to support key business decisions, including profitability analysis, investment evaluations, and capital expenditure proposals.
• Internal Controls & Process Improvement: Develop and implement effective internal controls to safeguard the company’s financial assets. Continuously assess and improve financial processes for greater efficiency and accuracy.
• Team Collaboration: Work closely with other departments to provide financial insights and support business initiatives. Ensure alignment between finance and other functions, such as operations, sales, and HR.
• Compliance : Review/prepare annual tax computation, quarterly GST, audit accounts, AGM, and XBRL.
• Ad Hoc : Other tasks as the need arises.

Requirements:

•  Bachelor’s degree in Finance, relevant professional certification (e.g. ACCA, CPA) preferred.
•  4-6 years of experience in finance or accounting, with a strong understanding of financial statements, analysis, and reporting.
•  Proficient in Microsoft Excel and financial software (e.g., SAGE 300).
•  Knowledge of accounting principles, tax laws, and financial regulations.
•  Strong analytical and problem-solving skills.
•  Excellent attention to detail and organizational skills.
•  Ability to work independently, manage priorities, and meet deadlines.
•  Strong communication skills and the ability to collaborate with cross-functional teams.

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

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

• The role of the Private Banking Relationship Manager (RM) is to understand client requirements across Non Resident Indian (NRI) customer base, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios
• Acquire High Net-worth Clients & mine existing relationships across NRI customer base
• Facilitate FCNR/ Indian Rupee (INR) deposits as per the applicable product framework as part of overall asset allocation
• Provide appropriate investment advise to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes
• Conducting financial need mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs
• Construction of customized portfolio proposals for clients through allocation of client funds into products across debt, equity and other asset classes
• Active review and re-balancing of client's AUM through timely buy/ sell/ hold calls triggered by clients' preferred or recommended allocation
• Responsible for striving towards the AUM Growth & Revenue generation from the relationships with ICICI Bank Private Banking - Singapore
• Responsible for ensuring regulatory compliance as laid down by relevant teams/ authorities at all times
• To have a keen understanding and full awareness of, and adherence to, in-country regulatory framework, rules of engagement in the sales and marketing of investment
• Any other relevant task as assigned by Reporting Manager

Job Requirements:

1. Candidate should have 3+ years of relevant banking experience
2. Customer Relationship Management skills
3. Knowledge of Financial Markets & Products (eg: Bonds, Equities, FX, etc.)
4. Knowledge and understanding of Indian banking landscape, India market and macroenvironment

We are representing our client, an established Asian bank, to look for Private Banking Relationship Managers to complement the existing team in Singapore branch.

Responsibilities

• Prospect new Private Banking clients and secure new relationships, and meet the assigned targets.
• Grow Net New Money and Asset under Management.
• Work closely with Investment Advisors to co-manage the portfolio of clients and generate investment revenue.
• Deliver excellent service to clients and deepen relationship by value adding to clients’ wealth management needs.
• Ensure that all transactions comply with the Bank and regulatory requirements.
• Conduct business with a high degree of professionalism and integrity.

Requirements

• Proven track record in Wealth Management covering Singapore, Southeast Asia and/or North Asia markets.
• Strong track record of client acquisition and revenue generation.
• Strong relationship with high networth clients.
• Sound knowledge of Wealth Management products.
• Strong network of client referral channels.
• Good understanding of compliance and regulatory requirements.
• Completed CACS Papers 1 & 2.

Principal Responsibilities:

• Develop and manage a Premier customer base, building long-term relationships with an assigned portfolio of clients.
• Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
• Demonstrate a genuine interest in customers, helping them achieve their financial goals.
• Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
• Promote Premier services to potential clients, explore their needs, and refer them to relevant business units when necessary.

Requirements:

• University-level education, preferably in finance, business, or a related field.
• >4 years of experience in a client-facing environment within banking with strong relationship-building skills.
• Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
• A strong understanding of financial markets and a genuine interest in staying informed.
• A mature, independent mindset with the ability to perform effectively under pressure.
• Relevant CMFAS cartificates

To apply online please use the apply function
(EA: 94C3609/ R21103354)

Overview

• Lead and manage finance transformation
• Solid financial background and experience in driving and executing transformation projects

Responsibilities

• Strategic Planning: Design and implement a comprehensive finance transformation strategy aligned with organizational objectives to maximize efficiency and effectiveness.
• Process Optimization: Streamline financial operations by identifying and introducing process improvements to enhance accuracy and reduce cycle times.
• Process Enhancement: Utilize financial technologies, such as RPA, to optimize finance processes and reporting capabilities.
• Change Management: Manage organizational change related to finance transformation efforts, ensuring alignment with overall business goals and fostering seamless integration.
• Cross-functional Collaboration: Partner with various departments to align finance transformation initiatives with broader business strategies, promoting synergy and cohesion.
• Data Analysis: Leverage data insights to guide decision-making and identify opportunities to enhance finance operations.
• Performance Management: Define and monitor KPIs and metrics to assess the effectiveness and impact of finance transformation efforts.
• Project Management: Contribute to the Working Committee for the implementation of the new Dealers Management System (DMS) across all entities and brands.
• Ad-hoc Tasks: Undertake additional projects or tasks as assigned by management.

Qualifications

• Minimum Degree in Accountancy or Finance, with minimum 5 years of relevant working experience
• Possess CPA/CA/ACCA certificate is good to have
• Possess good project management skills and attention to details
• Successfully leading the whole finance transformation projects
• Good knowledge in financial processes, systems and technologies
• Good analytical, maturity, communication, independent, and collaboration

If you're interested in this role, click 'apply now'

If this job isn't quite right for you but you are looking for a new position, please contact us [email protected] / +65 6645 4545 for a confidential discussion on your career.

License No: 11C3510 / EA Reg ID: R1658237

Principal Responsibilities:

• Develop and manage a Premier customer base, building long-term relationships with an assigned portfolio of clients.
• Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
• Demonstrate a genuine interest in customers, helping them achieve their financial goals.
• Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
• Promote Premier services to potential clients, explore their needs, and refer them to relevant business units when necessary.

Requirements:

• University-level education, preferably in finance, business, or a related field.
• >4 years of experience in a client-facing environment within banking with strong relationship-building skills.
• Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
• A strong understanding of financial markets and a genuine interest in staying informed.
• A mature, independent mindset with the ability to perform effectively under pressure.
• Relevant CMFAS cartificates

To apply online please use the apply function
(EA: 94C3609/ R21103354)

We are seeking a detail-oriented and proactive Finance Assistant Manager to support the Finance Manager in managing and overseeing day-to-day finance and accounting operations. The ideal candidate will have strong communication skills, an advantage in liaising with stakeholders effectively, and the ability to handle multiple tasks with precision.

Job responsibitlies

• Financial Reporting & Compliance: Prepare financial statements, reports, and regulatory filings in compliance with standards and local regulations.
• Budgeting & Forecasting: Assist in drafting and monitoring budgets, forecasting cash flows, and managing funding needs.
• Taxation & Audit: Ensure timely tax filings (e.g., GST) and coordinate with auditors for successful audits.
• Accounts Management: Oversee billing, collections, accounts payable, and maintain accurate aging reports.
• Team Collaboration: Mentor junior staff and coordinate with departments for efficient financial operations.
• Perform hands-on management of daily finance and accounting activities (AR/AP, P&L, balance sheets, GST submissions).

Support the Finance Manager in:

• Preparing and reporting quarterly consolidated financial statements.
• Reviewing financial statements of group companies.
• Preparing for financial closings and audits.
• Developing and reviewing annual budgets.
• Managing cash flows for group companies.
• Review and approve daily payment transactions.
• Perform additional tasks as assigned by the Finance Manager or Management.

Job requirements

• 4–6 years of relevant experience in finance or accounting roles.
• Excellent communication and interpersonal skills, with the ability to liaise effectively with stakeholders.
• Strong analytical and problem-solving skills, with attention to detail.
• Proficiency in financial reporting and budgeting.
• Ability to manage time effectively and handle multiple tasks in a fast-paced environment.
• Organizational skills and the ability to manage multiple priorities.

Job Description:

• Responsible for performing Credit Appraisal of Trade Finance Accounts, Retail loans/Syndicated/Bilateral loans.
• Responsible for all Credit administration related function pertaining to trade finance advances, retail loans, Syndicated/ Bilateral loans including
• Post sanction monitoring of corporate and retail credit accounts including verification of sanction notes and related documents before disbursal.
• Maintenance and safe custody of Credit file/ loan documents/ security documents etc.
• Monitoring of the credit portfolios to ensure prompt pre-emptive action so as to maintain quality of assets.
• Analyse financial statement of borrowal accounts for deviation with the sanction proposal.
• Ensure compliance of Loan Grading and provisioning as per MAS/RBI guidelines, whichever is more stringent.
• Monitoring of Early Warning Signal (EWS) and analysis of the alerts received with specific views and the impact on the credit quality of the loan.
• Follow up with the borrower/ Agent for regularisation of irregular loans as well as stressed assets for early resolution.
• Make unit visits as per terms of sanction.
• Follow up for compliance of other terms and conditions as per terms of sanction/Facility Agreement and perfection of security.
• Verification/Authorization financial payment messages and non-financial messages through Finacle.
• Follow-up on roll over notices, interest advice to borrowers and other lenders/participating branches
• Correspondence with borrowers/agents through email or phone calls for their confirmation on payment due or on clarification of various issues relating to different clauses of facility agreement, interest periods, compliance certificate etc.
• Preparation of regulatory returns (MAS, RBI) at stipulated intervals.
• Preparation of various returns and internal reports (including adhoc and miscellaneous reports for top management)
• Attending to Internal and External Audits and ensure rectification of deficiencies pointed out.
• Follow-up for submission of periodic financials and compliance certificates.
• Attending to credit related queries from regulators.
• Work closely with Senior Management to provide views and recommendations on market trends and conditions.

Requirements:

• Degree or equivalent preferably in the field of Banking and finance
• Banking experience of a minimum of 5 years in related field.
• Good understanding of financial statements
• Sound knowledge of banking systems/processes/procedures.
• Good management skills and analytical mindset, one who can effectively analyse a situation and make decisions to address issues/problem.
• Excellent communication and inter personal skills with the ability to Interact with all levels of staff and top management
• Sound knowledge of Microsoft applications: Excel/Word/PowerPoint.

The candidate should preferably have experience in different verticals such as International Banking, Computer Application and Business Management.

Interested candidates please email resume in MS Word format to [email protected]

Please state your last drawn and expected package, relevant skill sets and the position you are applying for.

Kindly attached a photograph of yourself on the resume.

Resumes collected will be kept in strict confidence and used for recruitment purposes only.

Principal Responsibilities:

• Develop and manage a Premier customer base, building long-term relationships with an assigned portfolio of clients.
• Oversee the total wealth of clients, matching financial and investment product solutions to their needs.
• Demonstrate a genuine interest in customers, helping them achieve their financial goals.
• Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.
• Promote Premier services to potential clients, explore their needs, and refer them to relevant business units when necessary.

Requirements:

• University-level education, preferably in finance, business, or a related field.
• >4 years of experience in a client-facing environment within banking with strong relationship-building skills.
• Proven sales ability with a customer-centric approach and excellent communication and interpersonal skills.
• A strong understanding of financial markets and a genuine interest in staying informed.
• A mature, independent mindset with the ability to perform effectively under pressure.
• Relevant CMFAS cartificates

To apply online please use the apply function
(EA: 94C3609/ R21103354)

Join us as Senior Manager, Finance at AIA Investment Management!

Reporting to the Head of Finance, this position is accountable for the provision of financial & regulatory reporting of AIAIM in accordance to the applicable accounting policies, standards and guidelines. Additionally, this Senior Manager will assist the Head of Finance (HOF) to manage financial governance & control documents and support HOF as the business partner to the CEO, EXCO and Senior Leadership Team of AIAIM and Holdco.

Responsibilities:-

1) Finance Governance and Control

• Review AIAIM monthly and quarterly group and regulatory reporting deliverables
• Assist HOF to monitor and ensure regulatory compliance with MAS’s Risk Base Capital framework requirements, as well as S13U and FSI-FM Incentive Grant for solvency and capital purposes
• Assist HOF to monitor outsourced finance functions and ensure it is according to the MAS, Group and AIAIM outsourcing guidelines and policies
• Lead Group Finance project deliverables to ensure enhancement efficiency and regulatory changes
• Develop and update Business Process Manuals (BPM) relating to the Finance Department according to ICFR and other internal control requirements (ISAE3402). To assist as coordinator of ICFR and ensuring BPMs and internal control matrices are in place
• Liaise with Compliance and Risk team to ensure completeness and validity of finance’s risk control matrices
• Interact with Group Internal and External Statutory Auditors on finance related audit matters and address any audit action points
• Develop/co-develop/advise finance related policies in collaboration with Group and AIAIM internal stakeholders including advising AIAIM fund vehicles to ensure policies are in compliance with AIAIM requirements
• Assist HOF in tracking and managing financial risks and contingencies for AIAIM

2) Group Financial, Statutory and Regulatory Reporting

• Lead and ensure group, statutory and regulatory reporting are prepared on a timely basis
• Lead the statutory year end and voluntary half year audits and manage the relationships with external auditors
• Prepare reports and presentations for board members, EXCO and regulatory bodies as required
• Recommend areas for enhancements and improvements for the current systems and processes to meet the challenges and needs of stakeholders and participate in projects for any development, design, and implementation of new processes, controls, and functionality changes to existing systems and processes

3) Capital Monitoring and Management

• Ensure treasury activities support by GFS is provided on a timely basis. Provide instructions to GFS for execution of treasury activities and perform final review on GFS outputs and be accountable for all the deliverables
• Assist HOF in daily cash forecasting, annual cash budgeting, determination of dividend amounts and the associated AAMP approvals including:-
• Manage time deposit placements or other short-term cash investments
• Manage FX conversions for operational requirements
• Execute cash transfers between bank accounts for funding arrangements
• Review annual cash flow budget
• Manage bank account opening, closing and signatory updates, including e-banking platforms
• Arrange approvals for and execute dividend remittances
• Assist HOF in preparing liquidity stress testing reports, if applicable

4) Business Continuity and Succession Planning

• Act as the departmental alternate BCP officer to ensure that related BCP drills pertaining to systems etc are performed accordingly and that relevant BCP documentation is updated
• Mentoring and coaching any assigned direct/indirect reports for smooth BAU continuation and eventual future career deliverables

Requirements

• University Degree in Accountancy or Internationally Recognized Accounting Qualification (ACCA, etc)
• 10 + Years finance functions including reporting and analysis in a multi-national Financial Institution, and/or accounting and auditing experiences in a big-size accounting firm
• 5 + years of supervisory or management experience
• Experience in asset management company and insurance industry is a must
• Strong knowledge of accounting standards and principles as well as in the preparation of management, financial and regulatory reports and analysis
• Proficiency in Microsoft Excel, Power Point and Word
• Knowledge of SAP Accounting System and Business Intelligence System and familiarity with using the systems
• Excellent interpersonal and communication skills to deal with local and group personnel at various levels
• Strong mentoring and coaching skills
• Ability to work under pressure to meet tight deadlines

Believe in better with AIA. If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way!

We are seeking a detail-oriented and proactive Finance Assistant Manager to support the Finance Manager in managing and overseeing day-to-day finance and accounting operations. The ideal candidate will have strong communication skills, an advantage in liaising with stakeholders effectively, and the ability to handle multiple tasks with precision.

Job responsibitlies

• Financial Reporting & Compliance: Prepare financial statements, reports, and regulatory filings in compliance with standards and local regulations.
• Budgeting & Forecasting: Assist in drafting and monitoring budgets, forecasting cash flows, and managing funding needs.
• Taxation & Audit: Ensure timely tax filings (e.g., GST) and coordinate with auditors for successful audits.
• Accounts Management: Oversee billing, collections, accounts payable, and maintain accurate aging reports.
• Team Collaboration: Mentor junior staff and coordinate with departments for efficient financial operations.
• Perform hands-on management of daily finance and accounting activities (AR/AP, P&L, balance sheets, GST submissions).

Support the Finance Manager in:

• Preparing and reporting quarterly consolidated financial statements.
• Reviewing financial statements of group companies.
• Preparing for financial closings and audits.
• Developing and reviewing annual budgets.
• Managing cash flows for group companies.
• Review and approve daily payment transactions.
• Perform additional tasks as assigned by the Finance Manager or Management.

Job requirements

• 4–6 years of relevant experience in finance or accounting roles.
• Excellent communication and interpersonal skills, with the ability to liaise effectively with stakeholders.
• Strong analytical and problem-solving skills, with attention to detail.
• Proficiency in financial reporting and budgeting.
• Ability to manage time effectively and handle multiple tasks in a fast-paced environment.
• Organizational skills and the ability to manage multiple priorities.

Summit Planners Crusaders Pte Ltd is a premier One-Stop Integrated Financial Services Provider, committed to delivering innovative, personalized, and holistic financial solutions. We cater to individuals and businesses, offering services ranging from wealth management and estate planning to investment advisory and insurance.

We are looking for a driven and visionary Investment Specialist Manager to lead our investment team, craft high-impact strategies, and ensure our clients achieve financial success. If you have strong leadership skills, a passion for financial markets, and a knack for building lasting client relationships, this is your chance to excel!

As the Investment Specialist Manager, you will take charge of spearheading investment strategies and fostering client confidence through expert financial advice. Key responsibilities include:

Key Responsibilities:

• Team Leadership:Lead and mentor a team of investment specialists to deliver outstanding client solutions.
  Oversee training and development programs to elevate team capabilities.
  
• Client-Centric Investment Strategies:Develop and implement tailored investment strategies for high-net-worth individuals (HNIs) and corporate clients.
  Act as a trusted advisor, offering customized financial solutions that align with clients' goals, risk profiles, and market opportunities.
  
• Portfolio Management:Manage and optimize diversified investment portfolios, ensuring strong performance and adherence to objectives.
  Continuously monitor market trends and recommend adjustments to portfolios as necessary.
  
• Market Expertise:Stay ahead of global and regional economic developments, identifying new investment opportunities.
  Share timely market insights and investment updates with clients and team members.
  
• Collaboration Across Services:Work closely with financial planners, insurance consultants, and estate planning specialists to deliver comprehensive financial solutions.
  Foster synergy within the company to maximize client satisfaction and business growth.
  
• Compliance and Risk Management:Ensure all investment activities adhere to regulatory guidelines and internal policies.
  Proactively identify and mitigate risks in portfolios and strategies.

What You Bring:

• Education & Credentials:Bachelor’s degree in Finance, Economics, Business, or a related field or Local Diploma.
  Advanced certifications (CFA, CFP, or equivalent) and completion of CMFAS Modules 5, 8, 9, and 9A are highly preferred.
  
• Experience:Minimum 5-7 years in investment advisory, wealth management, or portfolio management, with at least 2 years in a leadership role.
  
• Skills:Strong leadership and team management abilities.
  In-depth knowledge of financial instruments, markets, and investment strategies.
  Exceptional analytical and decision-making skills.
  Excellent interpersonal and communication skills, with the ability to simplify complex financial concepts.
  
• Mindset:A visionary leader with a client-first approach and a passion for driving success.
  Highly motivated, detail-oriented, and results-driven.

What We Offer:

• Attractive Compensation: Competitive base salary, performance bonuses, and other incentives.
• Professional Development: Opportunities for certifications, leadership training, and career advancement.
• Comprehensive Benefits: Health insurance, wellness programs, and retirement planning support.
• Cutting-Edge Tools: Access to advanced financial tools and resources to enhance your expertise.
• Dynamic Work Culture: A collaborative and innovative environment that values your ideas and contributions.

Why Join Us?

At Summit Planners Crusaders, you’ll be part of a forward-thinking company that empowers you to make a significant impact. As an Investment Specialist Manager, you’ll lead a team dedicated to transforming lives by delivering exceptional financial solutions. Your expertise will shape the future of our clients and contribute to the growth of our organization.

Ready to lead and inspire? Apply today!

• 10 mins walking distance from Katong Park MRT Station.
• AWS + Variable Bonus.
• Club benefits.

Responsibilities;

• Assist Director of Finance in planning, organizing and executing financial tasks and projects of the Club
• Lead and mentor the Finance team, fostering a collaborative and high-performance environment.
• Review, evaluate financial statements, reports, and processes to ensure accuracy and compliance
• Complete financial reports, lead the month-end closing process and conduct monthly financial forecast.
• Develop and implement plans for budgeting, forecasting, and reporting.
• Provide financial insight and analysis to drive the business performance of the organization.
• Manage year end audit process, impairment assessment and attend to audit queries
• Ad-hoc duties assigned by management.

Requirements;

• Degree in finance and accounting or related fields
• ACCA or CPA Singapore equivalent.
• Minimum 3 years of work experience as a Finance Manager
• Meticulous and analytical with data
• Ability to work under pressure and meet tight deadlines.
• Immediate starters will be an advantage.

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified

EA License Number: 02C4944
Registration Number: R21103235
EA Personnel: Ryan Teo Shun Xiang

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.

Job Description:

• Responsible for overall fund administration and valuation of the managed funds together with the various service providers;
• Responsible for the year-end financial statements and annual audit together with the external auditor;
• Responsible for overall fund operations, including investor on-boarding, capital calls, distributions and financial reporting;
• Responsible for regulatory compliance on financial matters including tax filing, financial reporting and other relevant matters.

Job Requirement:

• Bachelor's degree in Accounting, Finance, or a related field;
• Minimum 8-9 years of experience in accounting and fund accounting / administration;
• CPA or equivalent certification is highly desirable;
• Accountability, detail-oriented, communication skills and a collaborative mindset.

一、岗位职责

1、Responsible for U.S. primary market (artificial intelligence) project investments and due diligence

负责美国一级市场（人工智能）项目投资、尽职调查；

2、Responsible for communicating with the banks for fund related matters

负责与银行对接，落实基金搭建事宜；

3、Responsible for communicating with the partners to carry out matters related to investment projects

负责与合作方对接，进行投资项目相关事项办理；

4、Responsible for post-investment relationship maintenance.

负责投资后关系维护。

二、任职要求

1、Science and engineering background, able to understand AI, automation and other related areas of expertise;

理工科背景，能够了解AI、自动化等相关领域的专业知识；

2、Past experience working or studying in the United States are preferred;

具有美国学习经历或在美企工作者优先考虑；

3、High energy level with a strong passion for investment.

要求阳光、充满活力、热爱投资工作！

1. In charge of the company entire Accounting department. Overview of quarterly budget, monthly closing, monthly GST submission, monthly cash flow budget.

2. Ensure on time payment to all our suppliers, ensure on time collection of receivable from our clients.

3. Able to traveling oversea to discuss with our clients and collection of any outstanding amount.

4. Training of team member in accounting departments. Review performance of accounts managers.

3. Report to CEO on monthly basis of all kinds of report.

4. Help in yearly accounts closing and in charge for the entire audit process

5. in charge of company finance, including of Commutation with bank to facility of Loans.

To be a senior contributor in the Trust Services team, supporting the Head of Trust Services (Private Clients) to lead and manage the Private Clients team to be an effective, efficient and profitable part of Ocorian.

The candidate will be responsible for the client administrative delivery, operations and service standards of their area whilst creating strong profitable relationships with clients.

To motivate and promote a culture of teamwork through excellent leadership and mentoring.

Main responsibilities

• Support the local Head of Trust Services (Private Clients) in his/her overall duties, including but not limited to, overseeing the daily client administration, operational aspects, ongoing regulatory and compliance oversight, business development efforts, and motivating the team.
• To support and mentor the Trust Services team including assisting with ongoing client responsibilities, in addition to supporting with the management of the Group.
• Guide, motivate and oversee the Trust officers and managers to ensure excellence in client delivery, within agreed timelines whilst esteeming appropriate risk mitigation.
• Support and ensure performance targets of the Private Clients team are on track and motivating.
• To manage the day-to-day administration of the Private Client team specifically covering a varied and complex portfolio of trust structures, and to maintain a wide knowledge and understanding of trust and corporate administration generally, to include money laundering, compliance and relevant legislation.
• Acquire a thorough understanding of the structures used by clients and the reasons for so doing.
• Act as Director and/or bank account signatory for Private Clients client companies
• Act as Resident Manager for Ocorian Singapore Trust Company
• Act as Data Protection Officer (DPO) for investment holding companies underlying Trust structures where appropriate.
• Foster close working relationships with other service and support lines in the local office and Group.
• To ensure absolute compliance with KYC procedures whilst maintaining knowledge of the client business and operational workloads.
• Work closely with Business Development and Subject-Matter-Experts (SMEs) with the on-boarding of new business within the Group.
• To ensure prompt billing and cash collection are carried out effectively and in a timely manner.
• Any other such duties that would be reasonably required for this role.

#LI-Hybrid

#LI-DR1

The Company

Our client is a prominent financial services organization with a global footprint, is seeking a Privilege Banking Relationship Manager (Indonesia) to join their expanding team.

The Role

• Build and manage relationships with privilege banking clients, understand their financial needs, and provide tailored financial planning and advisory services to grow their portfolio.
• Deliver regular market updates and recommend suitable wealth management products.
• Ensure exceptional service levels to meet client expectations and enhance their overall experience.
• Adhere to internal compliance standards, including KYC and AML requirements.

The Requirements

• Proven experience in wealth management with a successful track record in managing client portfolios (Personal/Privilege Banking).
• Strong knowledge of financial markets and investment products.
• Excellent interpersonal and relationship-building skills, combined with a driven mindset to thrive in a dynamic and challenging environment.
• Fluency in Bahasa Indonesia (native or professional level) is required for effective communication with native Indonesian privilege banking clients (offshore).

The Benefits

Our client provides significant opportunities for career advancement within their organization. They strongly believe in investing in their employees' career development to ensure job satisfaction and maintain a low attrition rate within the organization.

Next Step

If you are interested in applying for this role, please submit your resume through this portal or send a copy of your CV (Word document) to [email protected].

EA Reg No. R1217793

EA License No. 23S1593

about the company

This position is with a top global reputable bank and falls under the Offshore Segment.

about the job

The Offshore Priority Relationship Manager plays a key role in client relationship management, which involves client acquisition, providing personal wealth advisory, and ongoing servicing of affluent High Net Worth clients.

Advise clients on their personal financial objectives by analysing their financial situation, recommend suitable in-house financial solutions, execute client instructions, address queries regarding their existing banking and financial transactions.

about the manager/team

You will be working alongside a supportive manager and a dynamic and experienced group of wealth & product specialists.

skills and experience required

Minimally 3 years of sales experience in the relevant field is required. You should be a good communicator with strong analytical skills. CMFAS papers required. Preferably prior experience as an Offshore Relationship Manager.

About the Role:

Join a leading private equity firm as a Finance Lead, where you will oversee all aspects of Fund Finance and Corporate Accounting, leading a team of 4-5 finance professionals. This is a pivotal role combining strategic financial management, team leadership, and active collaboration with the front office on M&A transactions.

Key Responsibilities:

• Fund Finance Management: Oversee fund operations, including capital calls, distributions, investor reporting, and performance analysis.
• Corporate Accounting Operations: Lead month-end closings, compliance, financial statements, and variance analysis.
• Team Leadership: Mentor and develop a high-performing finance team, fostering collaboration and excellence.
• Process Improvement: Identify and implement efficiencies in financial operations and reporting.
• M&A Support: Collaborate with the front office on due diligence, financial modeling, and acquisition integration.
• Portfolio Oversight: Manage financial processes for portfolio companies on a project basis.
• Stakeholder Communication: Prepare and present financial reports to senior management, investors, and regulatory bodies.

Qualifications:

• Education: Bachelor’s degree in Finance, Accounting, or related field; CPA or CFA preferred.
• Experience: 12+ years in fund finance, corporate accounting, or private equity operations.
• Expertise: In-depth knowledge of private equity fund structures, compliance, and financial reporting.
• Skills: Proven leadership, excellent analytical and problem-solving capabilities, and strong stakeholder engagement skills.

Application Process:

Interested candidates should submit their resume to Tina Wang at [email protected], quoting the job title and reference number. Only shortlisted candidates will be contacted.

License No: 24S2395

Registration No: R2090553

The Company

Our client is a top-tier private investment management firm with a global reach. They have a substantial portfolio, managing assets for large institutions and high-net-worth individuals. Their offerings span across advisory services, custom solutions, and a variety of funds. They work independently, yet draw on global resources, enhancing services, ESG and risk management. The firm strongly adheres to ESG within team culture and investment procedures and promotes a diverse and inclusive workplace.

The Role

The role involves managing the full cycle of private equity investments, conducting financial analysis and evaluations, networking for deal facilitation, collaborating with senior partners on strategies, developing tools for investment decision-making and portfolio management, and mentoring junior team members.

Your Profile

The candidate should have a Bachelor's degree in a relevant field with over 6 years of experience in private equity with skills in financial analysis, portfolio and investment management. Preference for those with Asian market experience. The candidate should be self-driven, proactive, able to prioritize, demonstrate problem-solving abilities, and adapt well in a fast-paced environment.

Apply Today

Please send your resume, in WORD format only and quote reference number CL13117201, by clicking the apply button. Please note that only short-listed candidates will be contacted.

EA Licence no.: 07C5595 | Cindy Low EA Registration no.: R22111549