Total 720 sales support specialist job vacancies in Finance / Banking / Insurance category in Singapore

Job Description

Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager (Bancassurance)

Job Description:

1. Serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.
2. Seek opportunities to engage customers
3. Provide Services to clients

Job Benefits:

· Base salary + Sales Allowance

· Location: Across Singapore

· Annual leave

· Flexi benefits

· Other leave types: Paternity, Childcare leave OR where applicable/regulated by MOM

· Medical benefits eligible for Self & Dependents

· Preferential Interest Rate for Home loan

· Internal mobility opportunity

Requirements:

Min. Diploma/Degree in any discipline

Have passion for banking and wealth management

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

PERSOLKELLY Singapore Pte Ltd

• RCB No. 200007268E

• EA License No. 01C4394

• EA Registration No. R24120918 TAM SEE MIN

• Rare opportunity
• Career progression
• Exciting role

As a KYC Operations Specialist, you will be responsible for daily KYC operations including onboarding and periodic reviews. You will be part of a team to review and update KYC profiles, perform KYC and documentation review, screening and transaction monitoring. Support in relevant projects i.e UAT testings, any process change or improvement initiatives.

The ideal candidate has at least 6-10 years relevant Corporate banking experience within KYC/AML operations preferably in a client facing role. Strong communication skills, stakeholder management skills and ability to work well in a team setting will be great.

Applicants who are keen please send across your updated CV to [email protected] or click on the link to apply.

Reg No. R1987809
BeathChapman Pte Ltd
Licence no. 16S8112

Responsibilities:

1. Customer Engagement:

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge:

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. Sales Targets:

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. Documentation and Processing:

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. Compliance:

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. Problem Resolution:

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. Team Collaboration:

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. Market Research:

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. Training and Development:

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

Qualifications:

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

Benefits:

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.

The Client is a prestigious global bank and they are seeking individuals who are enthusiastic about the investment market to join their team of investment advisers to bring greater value to their clients.

About the job

• Work closely with relationship managers to understand clients investment needs & preferences and risk appetite, thereafter, providing sound recommendations and advisory.
• An ideal candidate should have a strong understanding of investment products such as UTs, Bonds, Equities & structured products.
• Keep up with market trends & news and provide timely updates to the relationship managers & clients.
• Work together with the team and contribute to the production of collaterals for internal and external stakeholders.
• Adhere to all company policies & regulations.

Skills and experience required

1. Minimum 5 years of relevant banking sales experience
2. Good communication & interpersonal skills
3. Good understanding of financial markets & investment instruments

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No: 11C5502 | EAP Registration No: R2199597

The client that we are partnering with is one of the world's leading bank and they are looking to expand their team of insurance specialist to support their relationship managers.

About the job

• Conduct financial needs analysis to understand customers' financial goals
• Provide financial product advisory to bank clients according to their needs
• Adhere to compliance and regulatory standards
• Engage in networking and marketing campaigns organised by the firm

Skills and experience required

• Minimum Diploma required
• Minimum 1 year of wealth management / insurance sales
• Good effective communication skills

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No: 11C5502 | EAP Registration No: R2199597

about the company
Our client is a well established Private Bank with global footprints.

about the job

• Support the investment specialists on research and advisory
• Work on both quantitative and qualitative analysis
• Review clients portfolio and interpret financial data
• Assist in the creation and review of proposal decks

skills and experience required

• >2 years of private banking experience
• Familiar with private banking environment and keen in investing
• Excellent communication and presentation skills
• Proficient in Microsoft Office applications
• Candidates without prior experience may apply

To apply online please use the 'apply' function.
Charlene Lin (EA: 94C3609/R21100955)

*Responsibilities:*

1. *Customer Engagement:*

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. *Product Knowledge:*

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. *Sales Targets:*

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. *Documentation and Processing:*

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. *Compliance:*

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. *Problem Resolution:*

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. *Team Collaboration:*

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. *Market Research:*

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. *Training and Development:*

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

*Qualifications:*

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

*Benefits:*

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.

Job ID: 624524

Responsibilities:

• Responsible for the management Reporting function
• Prepare and present monthly management reports and forecasts to the senior management
• Analyse monthly P&L to provide insight on variances on financial performance of the various business units and investigate variances against the norms, budget, and forecast
• Participate in the monthly review and closing process
• Prepare reports, coordinate and finalise budgets
• Prepare ad-hoc reports, analysis and duties as required by the business

Requirements:

• Degree in Accounting/Finance
• Possess 3-4 years’ relevant experience in similar capacity
• Experience in management reporting

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities

Please kindly refer to the Privacy Policy of Good Job Creations for your reference:

https://goodjobcreations.com.sg/en/privacy-policy/
EA Personnel name: Chong Gui Feng
EA Personnel Registration Number: R1768033
EA License no.: 07C5771

Vouch is partnering with an established Energy Organization in hiring Insurance Specialist to manage in-house insurance program regionally.

Responsibilities:

• Working closely with the Insurance team and assist in the management of the group’s international insurance programs and ensuring all assets are insured adequately and liabilities are appropriately monitored and covered
• Manage the insurance programs including H&M, D&O, P&I, Cargo, Cyber, etc.
• Advise on the insurance placements, negotiations and renewals, policy and premium administration, claim handling, contract review
• Engage and partner closely with brokers to explore potential insurance options that would improve the risk position of the organisation
• Collaborate with legal team in contract review, due diligence, tender documents, address any insurance risk
• Support the group's effort in setting up captive insurance program

Qualification:

• Bachelor's Degree in Insurance or Law related discipline
• 3 years of working experience as an in-house Insurance Specialist
• Well-versed in insurance program and risk management assessment
• Captive insurance experience is a plus
• Domain experience in renewable, maritime, oil & gas is plus

What We Offer:

• Opportunity to exposure various business units (energy, sustainability, renewable)
• Enterprise level Insurance program
• Hybrid working arrangement

Interested parties, please apply through the advertisement.

EA Licence: 22C1396

EA Personnel: R1658550

Our client is international financial services firm that provides alternative investment solutions to clients. They partner with private banks and asset management firms to provide bespoke products such as private equity funds, private credit, infrastructure funds etc. As the business continues to grow, they are looking for Director, Private Banking Distribution Sales and the role is based in Singapore.

Key responsibilities

• Liaise with private banks to market the firm’s capabilities on alternative asset products to them
• Business development and maintain relationships with private banking channels
• Work with other teams to source and structure alternative asset investment solutions for private banks
• Provide good quality of product solutions and service to private banking channel clients
• Keep track on the alternative asset management market on investment trends
• Organize and participate in industry events/roadshow

Key requirements

• Bachelor's degree in Finance or other discipline
• At least 7 years of private banking channel sales/ distribution experience
• Strong network in private banking industry
• Knowledge of alternative asset classes such as private equity, private equity, infrastructure, venture capital funds etc
• Good sales track record
• Motivated, good communication and presentation skills

I

nterested parties please send your resume to Loretta Chan at [email protected]

Regrettably only shortlisted candidates will be contacted

EA License Number: 20C0180| Registration no: R1876188 |

GENERAL DESCRIPTION

The candidate will be a member of the IT Service Management team. The Application Support Analyst provides primarily Level 2 support for the different applications that are supported out of Asia and Zurich.The analyst will also be responsible for the monitoring of incidents/issues, tracking of problems and ensuring SLA are met for the applications under his/her charge.

Key Features and Accountabilities

Good knowledge of IT systems in banking domain. Understanding of Private Banking would be advantageous.

Below are the key areas of focus –

• Manages day-to-day incidents/service requests and problems in the IT environment
• Ensures that availability & reliability for the relevant production applications are maintained
• Ensures health checks, system connectivity, consistency and data integrity are performed as per schedule
• Supports the IT Service Continuity Management activities relating to the relevant production applications
• Processing of incident tickets generated by monitoring systems and service desk within SLAs
• Performing coordination / communication tasks between incident managers, applications service owners, 3rd-level support and other IT / Business stakeholders

Production Support Governance

• Responsible for incident/service request/problem tickets
• Coordinate incidents solving activities
• Support Incident Management team in the resolution of high priority incidents
• Perform tickets review and make recommendations for improvement
• Monitoring of production environment to ensure system availability
• Performs health checks, system connectivity, consistency and data integrity
• Supports batch monitoring/management/issue resolution
• Supports the ITSCM lead for the IT Service Continuity Management DR/ BCP exercises
• Keep application documentations up to date

Change and Release Management

• Performing sanity checks on applications during periodic releases on weekends
• Involve in pre-release walkthrough on changes related to the applications under his/her charge

Regulatory Responsibilities &/OR Risk Management

• Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
• Support DR/BCP activities in assigned application areas and ensure smooth and seamless completion of activity within regulatory guidelines

SKILLS REQUIREMENTS

Personal and Social

• Conscientious in ensuring defined SLAs are met
• Good communication and organization skills
• Ability to work independently or as part of a team
• Ability to interact and coordinate with business users within a financial institution
• Ability to analyse problems and provide short term and long-term solutions
• Highly motivated, and proactive, with an eagerness to learn and take on new concepts

Professional and Technical

• Candidates must have least 5 years’ experience in Level 2 support in a banking environment
• Candidates must have exposure to technical requirements analysis, planning, configuration management, and hands-on technical skills
• Knowledge of MAS TRM guidelines
• Knowledge of ITIL concepts
• Technical knowledge with LINUX/UNIX systems and J2EE based apps servers is a must
• Functional/technical knowledge in the area Channels/Digitalization (e.g internet banking services, client output/document generation), Data Integration (e.g. data warehouse/ETL concepts) as well as in the area of Transactions handling systems is preferred
• Good understanding and frequent usage of MYSQL or Oracle on different database platforms is preferred
• Knowledge of basic MS office tools and various operating systems
• Knowledge of performance monitoring tools is an added advantage
• Knowledge of T24 and its underlying architecture is an advantage

KEY RESPONSIBILITIES

Review of system interfaces

Monitor, troubleshoot and resolve system interfaces i.e. between collection system(s), accounting system(s), banks and any other related systems such as systems managing donations, volunteers, user access and procurement.

Review of user access of accounting systems and bank portals

· Monthly, quarterly and yearly review of user access of various systems and different bank portals.

· Prepare reports for management’s review and approval.

Maintenance of helpdesk Email

· Average 25 emails per day

Fixed Assets Management

· Process capitalisation of assets, disposal, transfers.

· Fixed Assets Reporting

· Asset count

REQUIREMENTS

· Bachelor degree relating to Finance field

· At least two years’ experience in IT systems or as Finance Officer or Accountant.

· Good understanding of FRS and SB FRS.

· Meticulous with good analytical and problem-solving skills.

· Good written and verbal communication skills.

· Good customer service skills.

· A good team player.

· Good presentation skills.

· Able to multi-task.

· Able to meet tight deadlines.

· Hands on experience of Workday accounting system will be an added advantage.

Interested candidates who wish to apply for the advertised position, please email us an updated copy of your resume for a confidential discussion. We regret that only shortlisted candidates will be notified.

Job Code: Ky

PERSOLKELLY Singapore Pte Ltd | EA Licence No: 01C4394

Chan Sau Wah Kenny | EA Reg No: R1106707

More jobs available www.persolkelly.com

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

#SGUnited

Job Duties:

• Adjudicate Accident & Health (A&H) claims and ensure delivery of prudent and equitable claims decision within expected service level
• Compliant with regulatory requirements, corporate guidelines, policy wording and reinsurance terms.
• Work closely with underwriters and other business units to ensure that claims are processed accurately and that all service level agreements are met.
• Manage working relation with external parties and investigation of claims by working with claims adjusters, legal advisors, medical institutions, claimants, financial consultants, and other insurers to determine claims decision and payment.
• Manage enquiries, service recovery, complaints and appeal arising from claims.
• Other ad hoc duties as assigned

Job Requirements:

• Minimum Diploma and above
• At least 3-5 years of experience in managing claims operations
• Proficient in MS Office

Interested applicants please send your resume in MS Words format and attn 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

Job Role:

• Enable client activities through timely action on client requests with high precision
• Leverage leading technology tools to automate and improve efficiency
• Collaborate well with partners from various functions and come up with innovative solutions for our clients
• Maintain client privacy by demonstrating sensitivity and keen understanding of data confidentiality
• Protect the bank by maintaining in-depth awareness of potential breaches and act proactively to prevent their occurrence.

Skills and Qualifications:

• University degree, preferably in banking or finance related discipline
• Several years of experience in bank operational roles, preferably wealth management related
• Keen understanding of client lifecycle processes which includes documentation, screening and static change
• Good client service mindset with excellent communication and problem solving skills
• Strong risk and control mindset with a structured and logical approach to analysis and problem-solving

Additional points:

• Fresh grads with Internship exp in a Bank on the Operations side either Back office or Middle office
• People up to 2 years of exp in any Bank Ops role in Back office Or Middle office -Candidate has worked in any of the Run The Bank Process
• The candidate needs to demonstrate a level of efficiency and attention to detail while under pressure strictly adhering to timelines
• Candidates with good communications skills

Salary: up to $5000 + 1month completion bonus

Duration: 1 year contract

Working Days & Hours: Mon-Fri Office Hours

Location: Lakeside

Job Description:

1. Claims Processing System:

 - Manage and process regional claims submitted by SA service partners.

 - Ensure timely submission of claims into the warranty system within 60 days from Repair Open (RO) date.

 - Coordinate the procurement and shipment of spare parts, as well as return process for warranty spare parts from service partners. Handle and support billing and payment processes.

2. Stakeholder Communication:

 - Serve as the primary point of contact for warranty-related claims for service partners and assist to resolve any disputes or concerns promptly and effectively.

 - Coordinate with internal departments such as Customer Support, Warranty and Sales team to facilitate claim processing and resolution.

3. Documentation Standardization and Reporting:

 - Ensure a well-organized system is in place to track the entire process of claims from start to finish.

 - Ensure compliance with all relevant company policies and regulatory requirements for documentation and archival.

4. Continuous Improvement Process

 - Introduce a feedback loop from stakeholders to gather insights and refine processes continually.

 - Develop key performance indicators (KPIs) to measure success and identify opportunities for further enhancements.

Job Requirements: Min Diploma/Degree in Supply Chain/Logistics or similar w min 3 yrs of relevant order fulfillment experience

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]

About the Client

The Client is a prestigious global bank and they are seeking individuals who are enthusiastic about the investment market to join their team of investment advisers to bring greater value to their clients.

About the job

• Work closely with relationship managers to understand clients investment needs & preferences and risk appetite, thereafter, providing sound recommendations and advisory.
• An ideal candidate should have a strong understanding of investment products such as UTs, Bonds, Equities & structured products.
• Keep up with market trends & news and provide timely updates to the relationship managers & clients.
• Work together with the team and contribute to the production of collaterals for internal and external stakeholders.
• Adhere to all company policies & regulations.

Skills and experience required

1. Minimum 5 years of relevant banking sales experience
2. Good communication & interpersonal skills
3. Good understanding of financial markets & investment instruments

If you are interested in the role, click on the 'apply' function now! Alternatively, you may contact Claudia at [email protected] for more information.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No: 11C5502 | EAP Registration No: R2199597

The client that we are partnering with is one of the world's leading bank and they are looking to expand their team of insurance specialist to support their relationship managers.

about the job

• Conduct financial needs analysis to understand customers' financial goals
• Provide financial product advisory to bank clients according to their needs
• Adhere to compliance and regulatory standards
• Engage in networking and marketing campaigns organised by the firm

skills and experience required

• Minimum Diploma required
• Minimum 1 year of wealth management / insurance sales
• Good effective communication skills

If you are interested in the role, click on the 'apply' function now! Alternatively, you may contact Claudia at [email protected] for more information.

EA Licence No: 11C5502 | EAP Registration No: R2199597

Responsibilities:

• Responsible for the end-to-end invoice submission to collection process.
• Account Receivable (AR) aging report preparation and maintenance to guarantee up-to-date collection status.
• Work closely with Sales, Finance, Credit Control, and the Management team.
• In-charge of maintaining close contact with consumers to address disputes or difficulties in a timely way and guarantee effective collection.
• Manage client account records for non-payments, late payments, and other abnormalities, and recommending repayment options if appropriate.
• To ensure timely payments, effective contact with consumers through phone conversations, emails, postal letters, or in-person.
• When necessary, provide extra support in other areas of the company.
• Any further ad hoc responsibilities delegated by the supervisor.

Requirements:

• Degree in Business Administration, Finance, Accountancy or equivalent.
• At least 2 – 3 years of credit collection & credit control experience.

Interested candidates who wish to apply for the advertised position, please send in your resume to [email protected]

EA License No: 13C6305

Reg. No.: R24120209

For candidate who applied for the advertised position is deemed to have consented to us that we may collect, use or disclose your personal information for purpose in connection with the services provided by us.

Highlights:

• Contract Duration: 8 months
• Salary range: $3000 - $3800 (per month)
• Nearest MRT: Kent Ridge
• Working hours: Monday – Friday; 8:30am – 6:00pm

Requirements:

• Degree in Finance or Accounting or related.
• Prior exposure to finance/accounting field is advantageous.
• Proficient in MS Office (especially MS Excel)

Description:

• Support the Team for various admin duties for audit checks.
• Coordinate and facilitate meetings.
• Managing grant disbursement and grants processing.
• Track, match, and monitor of disbursement status, reports, enquiries and responses.
• Document scanning and organizing.
• Other duties assigned.

Interested applicants, please apply via the job portal or forward your CV to [email protected]

Giovanna Widjaja

Outsourcing Team

Reg No: R22108890

BGC Group Pte Ltd

EA Licence number: 05C3053

Job Role:

· Enable client activities through timely action on client requests with high precision

· Leverage leading technology tools to automate and improve efficiency

· Collaborate well with partners from various functions and come up with innovative solutions for our clients

· Maintain client privacy by demonstrating sensitivity and keen understanding of data confidentiality

· Protect the bank by maintaining in-depth awareness of potential breaches and act proactively to prevent their occurrence.

Skills and Qualifications:

· University degree, preferably in banking or finance related discipline

· Several years of experience in bank operational roles, preferably wealth management related

· Keen understanding of client lifecycle processes which includes documentation, screening and static change

· Good client service mindset with excellent communication and problem solving skills

· Strong risk and control mindset with a structured and logical approach to analysis and problem-solving

Additional points:

· Fresh grads with Internship exp in a Bank on the Operations side either Back office or Middle office

· People up to 2 years of exp in any Bank Ops role in Back office Or Middle office -Candidate has worked in any of the Run The Bank Process

· The candidate needs to demonstrate a level of efficiency and attention to detail while under pressure strictly adhering to timelines

· Candidates with good communications skills

Job Description

1. Drafting of LO for bilateral loans for CBDI and CBDII, and printing LO and related documents for CBDI, CBDII and CBU after LO approved by RMD.

2. Assist in maintaining a covenant tracking register based on list provided by RMD, sending weekly reminder to RMs.

3. Acting as Middle Office checker for bilateral loan disbursement and repayment transaction in CCMS.

4. Acting as maker for Middle Office first tier reviewer of credit segmentation and adjustment in CCMS Total Credit Management Module.

5. Acting as GSP user administrator for user and customer management.

6.Handling legacy bad debt issues, mainly including raising bad debt recovered form for the written-off accounts not transferred to RMD and RBD.

7. Acting as B role for Middle Office GRMS collateral approval and C role for CCMS approval path setting GRMS.

8. Managing templates in accordance with LCD instructions, including CBD GLO template, security deed, corporate guarantee, personal guarantee, charge over deposit, letter of set-off, SBLC, GTC governing banking facilities etc.

9. Deal with Corporate customers related data or analysis.

Job Requirements

1. Education: Bachelor degree or above

2. Relevant work experience: 1 year or more of credit related experience, front-office corporate banking experience is preferred.

3. Have strong analytical skills, communication and coordination skills.

4. Effectively bilingual in English and Chinese language both in spoken and written form so as to communicate with Chinese counterparts.

Investment Relation Specialist

• Permanent role.
• Start up environment

The Opportunity

You will be responsible for raising capital, providing financial advisory, underwriting securities, conducting market research and trading, managing risk, and maintaining client relationships.

1. Raising Capital:Equity Financing: Assisting companies in issuing stocks to raise capital.
   Debt Financing: Helping companies issue bonds or other debt instruments.
   
2. Advisory Services:

• Mergers and Acquisitions (M&A): Advising clients on mergers, acquisitions, and divestitures, including identifying potential targets, negotiating deals, and structuring transactions.
  Corporate Restructuring: Assisting companies in reorganizing their structure to improve efficiency or profitability.
  

1. Underwriting:Initial Public Offerings (IPOs): Helping companies go public by underwriting and managing the process of issuing new securities.
   Secondary Offerings: Managing the sale of additional shares for companies that are already publicly traded.
   
2. Market Research and Analysis:Conducting in-depth market analysis to identify trends, assess the value of companies, and provide strategic advice to clients.
   Preparing financial models, valuation reports, and investment proposals.
   
3. Sales and Trading:Facilitating the buying and selling of securities for clients, providing liquidity, and helping clients manage their portfolios.
   
4. Risk Management:Identifying and mitigating financial risks associated with transactions and investments.
   
5. Client Relationship Management:Building and maintaining relationships with clients, including corporations, governments, and institutional investors.
   Understanding clients
   

Your Background

• Degree in Banking or equivalent with at least 4 years of relevant working experience.
• Possess strong analytical skills, financial knowledge, and client management abilities
• Deliver exceptional financial solutions to clients.

EA Reg no: R1762272

EA Licence Number: 08C5248

Job Summary:

Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager

Responsibilities

• Attending to customers and provide financial advice.
• Plan out and manage investment policies to achieve clients' financial goals.
• Maintain and develop long-lasting relationships with both existing and potential customers.
• Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
• Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
• Conclude sales through referrals from colleagues.
• Attend to enquiries from walk-in customers.

Benefits and Prospect

• Basic salary + high commisions
• Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
• Hybrid arrangements - flexible work
• Medical benefits
• Internal mobility options

Requirements:

• Bachelor's degree from a recognized university or a diploma from a local polytechnic
• Interested in financial planning or wealth management.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

EA License No. 01C4394 • RCB No. 200007268E •Derrick Tiew Yong Han EA Registration No. R1877971

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

Job description

Month End Financial Reporting duties

• Perform and review month-end Journals and ensure accuracy and completeness of general ledger for month end and year end closing
• Perform and review monthly financial and management report with related analysis and commentaries
• Analyse financial data to identify trends, variances and area of improvement
• Update monthly Balance sheet schedules and follow up on outstanding items
• Responsible for monthly forecast for both P&L and balance sheet
• Upload Financials into HFM consolidation system and generate monthly reporting packages
• Handle intercompany confirmation and reconciliation of disputes between intercompany
• Involve in annual budgeting preparation

Year End Statutory Audit and Tax Reporting

• Ensure compliance with accounting, tax, statutory and regulatory requirement
• Preparation and submission of Quarterly GST returns for review
• Attend to GST queries from Operations
• Participate in annual corporate tax filing - Prepare tax schedules to tax agent and address tax queries
• Prepare and submit audit schedules as required by auditors
• Follow up on audit queries

Others

• Participate in system upgrade implementation
• Submit government surveys
• Assist in year-end annual stocktake
• Participate in ad-hoc projects and other initiatives, as assigned by Supervisor

Job requirements

• Degree in Accounting, Finance, Business or equivalent field
• Good team player
• Able to work independently in a fast-paced environment
• Minimium 3 years of relevant experience

Job Summary:

Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager

Responsibilities

• Attending to customers and provide financial advice.
• Plan out and manage investment policies to achieve clients' financial goals.
• Maintain and develop long-lasting relationships with both existing and potential customers.
• Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
• Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
• Conclude sales through referrals from colleagues.
• Attend to enquiries from walk-in customers.

Benefits and Prospect

• Basic salary + high commisions
• Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
• Hybrid arrangements - flexible work
• Medical benefits
• Internal mobility options

Requirements:

• Bachelor's degree from a recognized university or a diploma from a local polytechnic
• Interested in financial planning or wealth management.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

EA License No. 01C4394 • RCB No. 200007268E •Derrick Tiew Yong Han EA Registration No. R1877971

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