Total 23,923 Others/Any level Finance / Banking / Insurance job vacancies

As a Banking and Financial Services Recruitment Specialist, I partner with a range of Banking AND Financial Services clients who are consistently seeking Financial Services Executives.

Financial services executives are broadly categorized into two main roles: Bankers and Financial Advisors/Consultants (FAs).

• They provide guidance to clients, aiming to improve their financial health and achieve specific goals, such as Wealth Protection, Savings, Investment Growth, Retirement Planning, and more
• They interact regularly with clients, often needing to explain complex financial products and services in simple terms and provide exceptional customer service to build trust

Core Differences between being an FA and Banker:

1) Remuneration

• FA: Self-Employed individuals receiving Commissions (higher income ceiling and no KPIs)
• Banker: Permanent Employment which offers stable Basic Salary and opportunity to earn more through Commissions

2) Client Acquisition

• FA: Warm Market (family/friends) + Roadshow, Events + Social Media + Cold Calling (clients sourced by agency or individually)
• Banker: Branch Walk-Ins + Cold Calling (500-600 assigned clients, more provided over time)

3) Products

• FA: Full suite of Insurance Products + Funds + Other Financial Planning services
• Banker: Majority of Insurance Products (excl. Health Insurance) + Funds + Secondary Banking Products & Services

4) Working Arrangement

• FA: Fully Flexible - As self-employed individuals, FAs choose their own working days and hours as long as they are able to achieve the income they want to earn
• Banker: Regimental - KPI-driven management, 5.5 work days, and high frequency of after-office appointments

5) Minimum Education Requirements

• FA: Minimum GCE ‘A’ Levels, or Diploma from a local polytechnic, and above
• Bank: Diploma from a local polytechnic, or Degree of any discipline, and above

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Requirements

• Singaporeans Only (candidates who require Work Visa need not apply)
• Pass all Core CMFAS papers before commencement (guidance provided)

Apply Now

Submit your application via the Apply button
OR
Contact Wein Ng for a confidential discussion/consultation via 8837 5170.

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Why Apply Through Me?

I offer tailored recommendations based on factors such as:

• Availability of Allowance/Advancement/Incentive Scheme
• Range of Products and Services (e.g. Life/Health Insurance, Savings/Endowment Plans, Funds, Trust/Estate Planning, Will Writing, etc.)
• Methods for lead generation and client acquisition
• Earning Potential
• Quality of training and mentorship
• Effectiveness of back-office support

With my proven track record and knowledge, I help jobseekers navigate the recruitment process and find the right opportunity to match their career goals.

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We regret that only shortlisted candidates will be notified.

EA Personnel Name: Ng Weineng
EA Personnel No: R1985639
EA License No: 02C4944

- Represent a top Global Bank

- Portfolio Construction and Portfolio Management

- Update clients on market movements and the economy

- Business Development to onboard mass affluent and high net worth clients

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Introduction of Wealth Management tools to clients

- Customised career progression (Sales or Management Track)

Training provided

- Monthly investment training by more than 30 Global Asset Managers (JP Morgan, Goldman Sachs, Franklin Templeton, BlackRock etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- Communications training

- Management training

- Structured training to put you on the path of success

Requirements:

- Go Getter

- Excellent communication skills

- Highly motivated individuals who work well in a team

- Local Diploma / Full 'A' Level Cert / Degree

- Candidates with a background in Wealth Management or Sales would have an added advantage

Responsibilities

• Collaborate with key business stakeholders to gather and translate requirements into product requirements
• Review business processes and identify optimizing solutions/features
• Maintain and deliver strategic and tactical features with an Agile approach
• Manage and prioritize product backlog and roadmap based on business needs requirements
• Develop user stories, document acceptance criteria and perform user acceptance testing
• Monitor deliverables and ensure timely and successful delivery of projects/initiatives
• Ensure compliance with all applicable laws and regulations relating to the above functional activities
• Support General Insurance business on digital initiatives.

Skills Requirement

• Bachelor’s degree in Business / Information Technology / Engineering / Related field
• 3-5 years working experience as a Business Analyst or Product Ownerin a Financial Services/Insurance industry (preferred)
• Fundamental analytical and conceptual thinking skills
• Ability to work across departments in a fast-paced environment, self-motivated and flexible to change
• Agile knowledge and working with Project Management tools (e.g. Confluence/JIRA) are a plus

Key Stakeholders to interact

• Business Users
• UIUX Designers
• Tech Delivery
• Product Owners (within Digital Platforms)

Our Client is a leader in the Environmental industry in Singapore. Due to their current expansion plan, they are looking for a Finance Controller to join their team, in hopes of developing the current high performing team. They are located in the West.

Responsibilities

• Manage cash flow, including optimization, forecasting, expense management, debt management, collection, budgeting, consolidation, and P&L forecast.
• Responsible for funds in banks for unexpected expenses, procurement activities and operations.
• Develop risk management/control strategy for the Group and handle monthly group consolidation and results analysis.
• Responsible for implementation of financial strategies, including risk minimization and cost enhancement.
• Oversee and manage financial reports, audits, and tax matters and prepare financial metrics based on P&L.
• Provide ROI analysis for overseas investments and advice on investment decisions.
• Oversee finance team, such as performance management and team bonding.
• Provide leadership and guidance, fostering a culture of improvement and accountability.
• Lead financial projects to optimize production and cash flow.
• Develop and maintain ERP and MIS projects.
• Improve internal controls and ensure compliance with regulations.
• Analys and recommend maximizing returns on excess funds.
• Responsible for financial performance and provide insights and recommendations.
• Maintain good relationships with bankers and liquidity providers.
• Perform ad-hoc duties related to the Company’s business activities.

Requirement

• Min Degree in Finance, Accounting, or a related field or CPA
• Min 5 years of relevant experience in manufacturing industry
• Strong experience in FP&A, internal controls, risk management, and regulatory compliance.

Interested candidates who wish to apply for the advertised position, please click APPLY NOW or email an updated copy of your resume/cv.

We regret that only shortlisted candidate will be notified.

Recruitpedia Pte. Ltd.

EA License No. 19C9682

EA Reg. No. R21103987 (Yan Yongmao)

Scope:

• Reviewing and analysing customer profile in the relevant AML/CFT/Sanctions scope of work,
• Provide overall Sanctions, ML/TF risk assessment on customers profile, identifying key risk areas for attention,
• Recommend and provide risk mitigating plan for senior management consideration,
• Implement effective risk mitigating actions/plans for CFS as part of the team’s risk management activities.
• Processing of priority requests from compliance or local authorities
• File and/or Review escalated Suspicious Transaction Reports (STR) for consideration of further escalation to Group Regulatory Compliance Unit for STR filing,
• Conducting Standard and/or Enhanced Customer Due Diligence reviews,
• Pogress tracking through update and reporting,
• Provid AML advisory support to internal stakeholders where required.
• Assists with risk management projects and activities, including optimisation,
• Ad hoc related duties as assigned

Requirements:

• Minimum Diploma/Degree in Banking/Finance/Business related discipline
• Team player
• Meticulous and detailed

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

Chloe Tan Hui Lin

CEI Registration No.: R1765524

Recruit Express Pte Ltd

EA99C4599

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

Job Description

1. Recruitment and Talent Management

• Oversee the end-to-end recruitment process, including job postings, candidate screening, interviewing, and onboarding for new hires.
• Develop strategies for talent acquisition and retention to ensure the organization attracts and retains high-quality talent.
• Implement workforce planning and succession planning initiatives to build a strong internal talent pipeline.

2. Employee Relations

• Act as a trusted advisor to employees and management on HR policies, benefits, and employee relations matters.
• Proactively address and resolve employee issues and workplace conflicts, promoting a positive work environment.
• Lead employee engagement initiatives and foster a supportive workplace culture in alignment with the bank’s values.

3. Performance Management

• Manage the performance management process, facilitating goal-setting, appraisals, and development plans for staff.
• Identify training and development needs through performance assessments and collaborate with managers to implement development plans.

4. HR Administration and Operations

• Maintain accurate HR records, ensuring data privacy and compliance with data protection regulations.
• Oversee the processing of HR documentation, including employment contracts, job changes, and terminations.
• Continuously improve HR processes to enhance efficiency and service delivery to employees.

5. Compliance and Policy Development

• Ensure compliance with labour laws, banking regulations, and company policies, keeping up to date with relevant employment legislation.
• Develop, implement, and regularly review HR policies and procedures, promoting consistency and compliance throughout the organization.

6. Compensation, Benefits, and Payroll Processing

• Payroll Processing: Oversee the end-to-end payroll processing, ensuring accuracy, timeliness, and compliance with local tax and labor regulations.
• Manage employee benefits programs, including health insurance, retirement plans, and other perks.
• Conduct market research and benchmarking to ensure competitive compensation and benefits packages.
• Address employee inquiries regarding benefits and manage the annual benefits enrollment process.

7. Leadership and Team Development

• Provide leadership to the HR team, guiding and mentoring junior HR staff members to build their capabilities.
• Foster a collaborative and high-performing HR team environment, focusing on continuous improvement and professional growth.

Job Requirement

1. Minimum of 10 years of HR experience, with at least 3 years in a managerial role, preferably within banking or financial services.
2. Proven expertise in talent acquisition, employee relations, performance management, and compliance within a highly regulated environment.
3. Strong knowledge of labour laws, HR policies, and best practices within the banking sector.
4. Excellent communication, interpersonal, and leadership skills to build trust with employees and management.
5. Given that we are a Taiwanese bank; knowledge of mandarin is essential as the role involves preparing email correspondence and periodic reports for overseas branches and HQ in Taiwan.
6. Demonstrated ability to handle confidential information with discretion and uphold a high standard of professionalism.
7. Proficiency in HR systems and data analytics, with strong Microsoft Office skills

Salary: Up to $4000

Duration: 6 months

Location: Raffles Place

Working Hours: Monday to Friday, 9am to 6pm

Job Purpose:
The person will conduct agency reviews and trend analysis to identify potential gaps and areas for improvement, and implement enhanced framework for the distribution reps so that they can conduct proper sales advisory processes for their policyholders and provide them with quality advice and suitable recommendations.

Responsibilities:

• Provide support for day-to-day operations by assisting in the team’s functions
• Assist in monitoring competency standards required of supervisors and representatives to ensure alignment with regulatory and industry guidelines
• Ensure timely reviews and follow up with representatives on cases triggered by Company approved monitoring system, and information via other sources reported to the department
• Assist in developing and implementing communication plans on competency standards
• Engage and coach representatives and supervisors in areas of sales activity, quality of sales / sales management, and training needs as and when required
• Perform trend analysis to detect potential sales advisory and market conduct risks
• Address all queries and concerns from various internal and external stakeholders
• Assist in the execution of special projects / initiatives
• Updating of SOPs and internal guidelines when required
• Perform other work as required to meet business needs
• Takes accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks
• Maintains awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company
• Highlights any potential concerns /risks and proactively shares best risk management practices

Requirements:

• Degree in related discipline (Banking/ Business/ Finances/ Accounting) preferred
• 1-2 years of compliance / audit experience in Financial Services or insurance industry would be an added advantage
• CMFAS qualification (M5, M9, M9A and HI) would be an advantage
• Proficient in MS Office (Excel, Word, Outlook and PowerPoint)
• Strong interpersonal, customer service and communication skills
• Meticulous, professional, able to work well independently and as a team

We regret to inform that 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
R1435126 (Aw Yu Chen)

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to join International Transformation Office (ITO) as a Project Associate where you will focus on the development, implementation and on-going support of strategic programs that meet Business, Platform and Regulatory demands. We seek a high caliber candidate to join our team.

Job Summary

As an International Transformation Office Project Associate, you will focus on the development, implementation and on-going support of strategic programs that meet Business, Platform and Regulatory demands. You will perform detailed analyses and define feasibility plans, coordinate delivery of results across different teams and departments, manage and report progress through project plans and other reporting tools, and drive the implementation of business solutions and change management initiatives. The size and duration of each project will vary but the objectives will focus on similar key aspects such as risk mitigation, process efficiency, technology enablement and business development. The Associate needs to have the mindset to integrate into an internal management consulting team.

The International Transformation Office is a program and project management team, focusing on defining strategy, solutions and plans to manage change initiatives impacting the International Private Bank Business. Our Initiatives are business, platform and/or regulatory driven, focusing on business improvement, growth, expansion and enhanced controls. The team works cross-functionally with product specialists, front office advisors, business management, legal, risk management, compliance, operations, technology, middle office, marketing and other stakeholders.

Job Responsibilities

1. Drive project deliverables. Design, develop and establish key reporting standards. Consistently follow up on requests, tasks and assignments.

2. Own, deliver and execute tasks in a timely manner, manage and meet deadlines. Effectively prioritize workload and keep others informed of progress.

3. Update correctly and consistently the project reporting and documentation. Demonstrate attention to detail and consistently produce quality work.

4. Understand the project subject matter and context, including regulatory environment.

5. Take initiative in proposing solutions and “thinking outside of the box”, consider impact across business. Collect information proactively and re-evaluate solutions.

6. Contribute in meaningful and appropriate ways to meetings or calls. Clear, concise and confident written and oral communications. Make results of own analysis understandable, enabling others to accept and buy-in to conclusions.

7. Build network and understanding in and outside of the ITO team, across geographies.

8. Demonstrate a commitment to acquiring new knowledge and skills; seek to continuously improve standards of work, address opportunities for development.

Required Qualifications, Skills And Capabilities

1. Bachelor’s degree in any discipline

2. Minimum 4 years of experience on business side project management & execution experience in highly complex Financial Institution and/or Management Consulting firm.

3. Absolute discretion when dealing with confidential matters.

4. Dynamic, independent team player and self-starter who possesses strong interpersonal and communication skills in delivering exceptional client experience to both clients and client advisors, showcasing the ability to proactively engage multiple stakeholders at all levels of seniority to meet strict timelines and operate with strong sense of ownership and urgency in a demanding and unpredictable environment.

5. Detail-oriented and highly organized with strong proficiency and knowledge in digital tools such as Excel, Word & PowerPoint , JIRA, LLMs and Dashboarding.

6. Ability to think strategically, investigate and understand complex issues, problem solve and offer creative solutions and operate autonomously in a fast-paced environment.

7. Comfortable to work across different geography, time-zones and functions as there are coverage into APAC and EMEA regions and/or stakeholders.

To apply for this position, please use the following URL:

https://ars2.equest.com/?response_id=0d4b1a1c8b8a92e7c27310fd6e8c6c04

Key Responsibilities:

• Assist with ongoing internal portfolio reporting needs
• Develop/maintain financial models to derive valuation and ascertain drivers of returns
• Efficiently implementing, administering, and ensuring compliance with accounting policies, procedures, controls, and practices
• Examine potential revenue streams and economic patterns, assess internal procedures, and pinpoint areas where costs can be minimized, or operational enhancements can be made
• Stay abreast of portfolio company specific developments, market trends, and regulatory changes that may affect investment portfolio
• Manage live portfolio risk daily to ensure the portfolio operates within defined risk limits
• Contribute to the preparation of weekly and monthly reports

Requirements:

• A bachelor’s degree in accountancy, Finance, Economics, Business Administration, or related field
• Minimum 5 years of experience in relevant field
• Analytical mind with good communication and interpersonal skills
• Ability to make value added changes to achieve business objectives and goals

Opportunity

• Looking for Corporate Actions Executive for a 3 months contract role
• Located at Changi Business Park

Job Description

As a Corporate Actions Analyst, you will ensure the smooth processing of corporate actions income and events. Your day-to-day responsibilities will include liaising with custodians, handling queries from various stakeholders. This role requires meticulous attention to detail and the ability to work collaboratively within a team.

Duties
1. Ensure timely and accurate data entry for processing all Incomes/Corporate events
2. Liaise with custodians for clarification on incomes/events
3. Handle queries from Relationship Managers on the incomes/events

The Talent

• Minimum of 1 year handing Corporate Action Events in a Securities Operations or Custody Environment will be a plus
• Candidates with minimal relevant experience are welcome to apply

Next Step

• Send your resume to [email protected]
• All shortlisted candidates will be contacted

Job Description
• Account manage and administer staff claims.
• Generate and provide monthly reports/stats to Payroll/Finance for processing of payments and/or recovery.
• Validate and deliver accurate and quality claims timely.
• Develop and review SOPs within scope and exercise independent analysis and judgement when executing the SOPs.
• Use technology or data analytics to improve productivity and processes, and support SOPs review.
• Recommend and streamline work processes improvements, including system enhancements, to enhance efficiency and effectiveness.
• Manage the outsourced claims processing vendor and review the claims reports submitted.
• Conduct random audit of the claims and investigate and address the abnormalities.
• Provide prompt and follow through advisory and customer service to the colleagues and forge closer partnership with the stakeholders.
• Participate in ad-hoc projects, where necessary.

Requirements
• Meticulous, responsible, and detail oriented.
• High level of initiative, independent with strong problem-solving skills.
• Preferably to have experience in HR related field.
• Team player and able to work well under pressure and tight deadlines.

• Engage and maintain relationship with existing Channel Partners.
• Coordinat and liaise with Channel Partners, Customers and Business Development Managers to ensure smooth corporate account opening referral process.
• Qualify and curate quality corporate account opening referrals for Business Development Managers.
• Track and prepare channel performance reports.

Interested applicants may email resume to [email protected]

Cheryl Lee Shi Le (CEI Registration No: R1434624)

Recruit Express Pte Ltd (EA: 99C4599)

Job Requirements

• ESSENTIAL - At least 5 years' experience as a CRO or Head of ERM in non-life insurance or reinsurance companies.
• ESSENTIAL - Minimum 15 years' work experience with at least 10 years' recent experience in non-life insurance or reinsurance companies.
• Expert Level knowledge/experience of handling all areas of risk for non-life insurance business including Insurance Risk, Reinsurance Risk, Operational Risk, Market Risk, Credit Risk, Liquidity Risk and Group (Contagion) Risk.
• Expert Level knowledge of solvency and capital management for non-life insurance/reinsurance companies.
• Expert Level knowledge/experience of Own Risk Solvency Assessments for non-life insurance/reinsurance companies.
• Familiarity with Nat Cat Modelling and Accumulation Monitoring.
• Familiarity with the latest trends in management of climate risk.
• Graduate from a reputable institution.
• Insurance/Risk Management qualification.

Job responsibilities

• Ensuring delivery of risk management services to internal stakeholders in line with the agreed standards.
• Monitoring and reporting on risks environment to assist the management in taking appropriate strategic decisions.
• Leading and promoting a risk culture within the company.
• Ensuring compliance with all Policies relevant to risk function.
• Making continuous improvements to risk processes to enhance the overall efficiency of the department.
• Managing the Own Risk and Solvency Assessment (“ORSA”) process in accordance with the regulations.
• Maintaining and testing of the Business Continuity Plan.
• Managing the risk processes in accordance with the relevant regulations, internal policies, and Group guidelines.
• Managing the governance processes relating to the ERM Committee and Risk Management Committee.
• Making meaningful contribution to the deliberations in the committee(s) of which one is a member/invitee.
• Reviewing and updating the risk appetite statement, risk register and all risk policies.

Job Responsibilities:

1. Prepare and process new loan applications supported by due diligence and analysis report for HQ in Taiwan and Board of Directors’ approval.
2. Maintain and review existing loan portfolio including loan disbursement or allocation, post-loan management, and maintaining relationship between the bank and its customers. Prepare periodic reports and translate it from English to Traditional Chinese for HQ. In the event of amendment or addendum to the customer contracts, to provide detailed analysis report of the revised contracts to HQ in Taiwan.
3. Responsible for preparation of regular and ad-hoc reports such as Customer Operation Status, Credit Risk, Credit Industry and Investigation Reports etc for submission to HQ in Taiwan, Monetary Authority of Singapore (MAS) and Taiwan’s regulatory authorities. The reports would include detailed statistical and qualitative with research analysis report on credit business, industry analysis, global market movements, APAC political situation, economics, customer operation status and risk management etc.
4. To act as liaison between Singapore Branch office and HQ in Taiwan.
5. Draft and review branch office policies and Standard Operating Procedures for lending policy and pricing of the branch’s interest rate.
6. Prepare and transmit official documents, such as interbank authorized signatory specimens, meeting minutes of subsidiary board of directors; and circulate announcements from financial authorities.
7. Handle day-to-day operations such as visiting clients, propose credit structure for loan application, prepare Letter of Credit (LOC), and follow up on loan cases.

Requirements:

• A good recognised Bachelor degree in Economics, Financial Analysis, Treasury Management or related discipline
• At least 3 years’ experience in the Banking industry and a proven track record in International Banking, Foreign Exchange, Loan and Corporate Banking Department
• Prior experience in financial marketing, international trade and banking.
• Resourceful, customer-oriented and sales driven with strong business development acumen to achieve sales targets
• Good command of written and spoken English and Chinese as this role handles East Asia market; requires email correspondence and periodic reports in both English and Traditional Chinese for overseas branch offices and HQ in Taiwan
• Advanced in Microsoft Word, Excel and PowerPoint
• Competent in engaging and managing internal and external clients
• A team player, proactive, resourceful and analytical

Our client is a well-established MNC, market leader in the Engineering industry. They are looking for a Finance Officer (AP/AR)to assist their team for the next phase of their business. They are located in the West.

Responsibilities:

• Assist in Account Payable / Account Receivable
• Data entry and filing of accounting documents
• Assist in preparing journals for the monthly account closing.
• All other ad hoc duties as assigned

Requirements:

• Minimum Diploma in Finance or other relevant field of studies
• Minimum 2 years of relevant experiences

Interested candidates who wish to apply for the advertised position, please click APPLY NOW or email an updated copy of your resume/cv.

We regret that only shortlisted candidate will be notified.

Recruitpedia Pte. Ltd.

EA License No: 19C9682

EA Personnel No: R23115674 (Chong Jia Jia)

We are looking for Assistant Manager, Finance (AR) to join one of the tertiary education institutions.

• Basic+ Bonuses
• Permanent position with great working environment
• West location

JOB SCOPES:
Financial Aid Disbursement

• Lead a team managing student loans, CPF, Mendaki, scholarship and other financial aid disbursement and support initiatives rolled out by schools / government agencies / funding agencies etc.
• Oversee Sponsorship management and billing
• Monitor debts collection for student loans and sponsorship
• In-charge of government agencies and funding agency claim’s submission
• Liaise with banks and government agencies on the financial aid schemes
• Oversees budget for financial Aid disbursement.
• Ensure all the disbursement transactions are promptly and accurately accounted in financial system
• Ensure efficient processes, systems and adequate governance and controls are in place
• Ensure financial aid disbursement comply to the relevant policies and guidelines

Reconciliation and Reporting

• Review monthly, half-yearly and annual variance reporting.
• Review monthly balance sheet review reconciliations, year-end financial reporting, audit schedules etc.

Business Transformation

• Assist or lead business transformation change across systems, processes, people and technology
• Implement process improvement initiatives to enhance operational efficiency and improve staff productivity
• Support the system enhancements

Relationship Management/Customer Relations

• Cooperate and build positive relationships with peers and supervisors to ensure process efficiency and consistency.
• Communicates with funding agencies and other employees to resolve queries/address requests and concerns.

JOB REQUIREMENTS:

• Singaporean (s) only.
• Bachelor’s degree or equivalent qualification in Accountancy.
• Proficient in Microsoft office applications (eg. Excel) and IT savvy with using different systems
• Knowledge on the use of IT tools/software such as Power Query, Robotic Process Automation (RPA) is an added advantage

By submitting your resume, you consent to the collection, use, and disclosure of your personal information per ScienTec’s Privacy Policy (scientecconsulting.com/privacy-policy).

This authorizes us to:
Contact you about potential opportunities.
Delete personal data not required at this application stage.
To withdraw consent, email [email protected].
All applications will be processed with strict confidence. Only shortlisted candidates will be contacted.


Lua Zhi Chin (Jeanette) - R1873831
ScienTec Consulting Pte Ltd – 11C5781

China Life Insurance Singapore (CLIS) aims to foster a strong sense of belongings for all employees with people-oriented corporate culture.

Position Objective:

• To assist Head of Investment Department to monitor investment performance and investment limits; to produce timely and high-quality regular reports; to assist team on ad-hoc and special projects; to liaise with internal and external parties to achieve win-win outcome.

Job Description:

• Investment Performance Monitoring: Build a performance monitoring model; Prepare monthly investment reports:
• Investment Limits Monitoring: Produce monthly investment limit report for our insurance funds and shareholder’s fund;
• Process and search for investment opportunities; assist department on ad-hoc and special projects
• Update investment SOPs, guides, policies, assist to improve investment control and governance framework

Job Requirements:

• Degree holder in Business, Finance or Economics
• CFA preferred
• Minimum 2 years of experience in investment operations or within a financial institution environment
• Proficient in Microsoft Word, Excel, VBA & Powerpoint
• Experience in insurance company or asset management would be an advantage
• Good analysis skills, meticulous, multi-tasker, strong project and time management, and detail-oriented team player;
• Good command of spoken and written English. Effective communicator in spoken mandarin, ability to read/write in Chinese advantageous

1) Prompt posting of invoices
2) Work with buyers to ensure prompt resolution of invoices with discrepancies
3) Understand concept of accrual accounting and assist in monthly accruals
4) Manage weekly AP payments process and updates weekly cashflow templates
5) Audits staff expense claims
6) Prompt cash applications for AR receipts

QUALIFICATIONS REQUIRED

Education:
Education not important. Most important is the experience and with process-oriented mindset.

Skills:
Accounts Payable and General Ledger skills such as preparing monthly accruals, prompt posting of invoices, prompt resolution of discrepant invoices.

Experience:
2-3 years' experience in AP and General ledger (preferable)

Gordian Capital Pte Ltd (http://www.gordian-capital.com ), is a fast-growing, Singapore-based, fully licensed & regulated, asset management firm that advises and helps coordinate the establishment of fund structures and handles the management and operations of fully-regulated funds, investment vehicles & managed accounts across private equity, venture capital, private credit, real estate, infrastructure & hedge fund strategies. We currently manage in excess of USD$14 billion and have 66 full-time staff.

Responsibilities

The candidate, as part of the Fund Solutions team, will provide operational middle and back-office support including fund operations, deal support, compliance support, and business-related needs for all Private Markets. The candidate will have the opportunity to learn and be exposed to entire the operations and full fund cycle across Private Equity, Real Estate, Private Credit, Infrastructure, and Venture Capital strategies. The candidate will report directly to the Head of Operations – Private Markets.

Requirements

· Relevant academic/professional background: accounting, finance, statistics, and or business

· Strong analytical and problem-solving skills.

· Ability to multi-task and work under pressure.

· Detail-oriented, organized, meticulous, and numbers savvy.

· Strong work ethic and professionalism.

· MS Office skills (especially Excel).

· Knowledge in VBA (preferred).

· Self-starter / Self-learner.

· A supportive team player.

· Willing to work rotating shifts which may include some public holidays with time off in lieu.

Job scope

· Involvement with fund launches and project management of each fund.

· Perform day to day operational duties for each fund.

· Interact with a wide range of external service providers including but not limited to Fund Administrators, Auditor, Tax and Legal counsel, Valuation Agents as well as internal teams (namely portfolio management and compliance colleagues).

· Review the NAV packs and assist with the Audit exercise.

· Perform KYC compliance & AML checks.

· Ad-hoc duties including gathering information/processing data for statutory and regulatory surveys and reports and partaking in other projects/initiatives

Established in 2005, Gordian Capital is Asia’s oldest, largest, institutional fund platform, currently managing in excess of USD$14bn across a number of funds and expanding at a brisk pace. In Singapore, we hold a Capital Markets Services License, are licensed with US SEC as a RIA and are licensed/registered with CSRC (China), FSA (Japan), SEBI (India) and ASIC (Australia) Our Fund Platform provides a regulated, physical and operational infrastructure for experienced investment professionals who wish to be based in Singapore, Tokyo or Hong Kong and focus on their skill set – research, asset selection and portfolio construction, whilst Gordian Capital handles fund establishment, tax, regulatory matters, compliance, middle and back office, investor relations and risk management We create and operate a variety of structures including hedge funds, long only absolute return funds, private equity, venture capital, real estate and private credit as well as special purpose vehicles, fund of funds and segregated portfolios. In order to meet the growing demand that we are experiencing, we are looking for operations people with initiative, who have experience in the alternatives business and are interested in growing with our company.

Responsibility

The candidate will provide operational middle and back-office support including daily fund operations, trade settlement and business-related needs. The candidate will have opportunities to both learn and expand their knowledge of the operations workflow for hedge funds across different strategies, managed accounts and long only funds. This candidate reports to the Head of Operations – Public Markets.

The position would ideally suit a candidate who has 1-3 years’ experience in a small to mid-sized hedge fund and is seeking to move to the next level in their career.

The candidate is expected to have both experience and expertise in most of the following key duties in relation to funds and or managed accounts:

· Involvement in the project management of fund/managed account launches

· Daily operational duties

· Trade reconciliation

· Calculation of internal daily NAV estimates

· Interaction with a wide range of service providers including but not limited to Prime Brokers, Custodians, Trustees, Executing Brokers, Fund Administrators

· Monitoring & performing monthly or intra month hedging

· Assisting auditors in the preparation of annual Financial Statements

· Performing KYC compliance checks & AML checks

· Preparation of newsletters for investors

· Ad-hoc duties including assisting in the preparation of marketing materials and short-term projects

Requirements

- 1-3 years relevant experience in hedge fund, asset management firm or fund administrator

- Willing to work in accordance to the Japanese calendar

- Working hours are Mon – Fri 7am to 4.30pm

- Relevant studies, for example: accounting, finance, statistics, and or business

- Experience in trade execution, helpful

- Excellent analytical skills

- Ability to multi-task & work under pressure

- Detail-oriented, organized, meticulous and number savvy

- Strong work ethic and professional habits

- MS Office skills (especially Excel)

- Knowledge in VBA (preferred)

- Self-starter / Self-learner

- Works well in a small team and good team player

Our client is a well known company trading in steel. coal, energy raw materials, agricultural commodities, etc. They have an immediate requirement for a Trade Finance Executive

The incumbent will be responsible for all trade finance operations, ensuring seamless execution of transactions related to Letters of Credit, export documents, freight loans, trust receipts, and other trade finance activities. This role requires a strong understanding of international trade practices, meticulous attention to details, and excellent communication skills.

Responsibilities:
1. Handling Letters of Credit:
Review and process Letters of Credit, ensuring compliance with all relevant terms.
Verify and validate accuracy of documents required for Letters of Credit transactions.
Facilitate any necessary amendments to Letters of Credit in collaboration with banks and relevant stakeholders.
2. Preparation of Export Documents:
Prepare and submit accurate export documents in adherence to Letters of Credit and contract terms.
Ensure all documents are complete, accurate, and submitted within specified timelines.
3. Freight Loan Management:
Administer and manage freight loans, including the processing of relevant documentation and communication with financial institutions.
4. Trust Receipts:
Handle trust receipt transactions, ensuring compliance at all times.
5. Export and Import Letters of Credit Verification:
Verify export and import Letters of Credit to confirm accuracy and adherence to contractual obligations.
6. Negotiation of Shipping Documents:
Liaise with banks for the negotiation of shipping documents.
7. Maintenance of MIS:
Maintain accurate records of Letters of Credit- related transactions.
8. Coordination with Buyers and Suppliers:
Collaborate with buyers and suppliers to ensure smooth processing of Letters of Credit and resolve any related issues.
9. Additional Duties:
Undertake any other trade finance- related tasks and projects assigned by Management.

Requirements:
Candidate must preferably possess at least a Bachelor’s degree in Business, Finance or related field.
Minimum 3-5 years of experience in a similar role within the commodities trading industry
In- depth knowledge of international trade regulations, UCP600, and incoterms.
Excellent written and verbal communication skills.
Detail- oriented with a high degree of accuracy in document processing.
Ability to work independently and as part of a team.

Work week : Mon-Fri
Saary : Upto 6K SGD pm (open for discussions)
Work location : Raffles place

Interested candidates may please email their resume in MSWord format to [email protected]

Job posted by
Bhanu Rajan
EA Regn R1106079
Saitech International

Job Scope

• To perform assigned tasks efficiently and effectively, and comply with operating procedures and controls.
• Timely and accurate processing of FX, FX Options, CLIs, Structured Investments, FX Derivatives and Money Market Bank Borrowing and Placement and Jet & Yacht (J&Y) Financing transactions.
• Trade input in Olympic system for non-interface trades, small FX trades, DCI/CLI Deposit contracts,Money Market Bank Borrowing and Placement Contracts (including Jet & Yacht Financing).
• Provide support on processing and settlement of Bullion (Gold and Silver) FX trades.

Job Requirements

• Admin Experience required
• Able to start work by End Nov/early Dec
• Salary: $3,000 - $4,000

Interested applicants please email your resume to [email protected]

Ivy Tham Yi Ru (R1104692)

Recruit Express Pte Ltd (EA Number: 99C4599)

JOB DESCRIPTION

• Responsible for managing Business Partners and overseeing their work in providing commercial and financial insights to senior management of respective segment/platform
• Drive Business Partners team based on strategic direction set by Group Head of Finance Business Partners, to support the various segments/platforms in achieving their objectives and business goals
• Provide guidance and direction to the Business Partners team on their day-to-day activities, ensuring that they are meeting their responsibilities and delivering quality work
• Ensure that the Business Partners team is providing timely and accurate financial information and analysis to support decision-making across the organization
• Provide deal support for Keppel balance sheet investments (acquisitions and divestments) and provide inputs to the FM&I Transactions Team in terms of deal support for Fund-related acquisitions and divestments. Liaise with other finance functions to ensure that accounting and tax impacts are appropriately considered
• Lead the financial planning and analysis function, including driving quarterly forecasts and annual budget exercise, reviewing operational plans, and providing variance analysis for monthly/quarterly reports, board papers, and other external reporting requirements
• Liaise with JV partners on matters arising, such as dividend distributions, shareholder loans, other financial and operational matters
• Support the Group Head of Finance Business Partners in the annual review and amendment of the Financial Authorisation Limits
• Identify opportunities for process improvement and optimization within the Business Partners team to improve efficiency and effectiveness
• Coordinate any required training, performance management, personnel forecasting for Segment Business Partners team
• Such other duties and responsibilities as may be reasonably requested by your immediate supervisor / the head of department from time to time

JOB REQUIREMENTS

• Recognised degree in Accounting or equivalent professional qualification, preferably CA
• 15 - 20 years of relevant working experience, ideally with initial years in a Big 4 audit firm followed by commercial experience
• Conversant with Singapore Financial Reporting Standards (International) and other regulatory compliance requirements of listed companies
• Strong leadership experience in managing and leading teams, fostering a collaborative and high-performance work environment
• Strong attention to detail and commitment to maintaining the highest standards of financial reporting
• Strong organizational, problem-solving and analytical skills; able to manage priorities and workflow
• Self-driven, meticulous, energetic, proactive, good team player, good interpersonal and communication skills, and a keen analytical mind

The Job:

• Perform manual testing for user acceptance testing for various systems
• Perform end to end User Acceptance Testing (UAT) with full understanding of the Business Requirements and Functional Specs.
• Track and monitor testing progress and defect resolutions.

The Requirements:

• Min GCE A level
• Proficient in MS Office

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

Highlight:

• Basic + Allowance + VB
• 5 days work week, normal office working hour
• Career progression
• IT/ Technologies
• Account Servicing/ Client Relation
• Location at Ubi

Responsibilities:

• To establish, develop and maintain strong, long-lasting relationships with a portfolio of assigned clients.
• To collaborate with internal teams to ensure client needs are met and achieved.
• To identify and develop new business opportunities for upselling and cross-selling additional products or services to existing customers.
• To create and implement account plans and strategies to achieve revenue and growth targets.
• To track account performance and report on key metrics.
• To serve as primary point of contact for clients, addressing their expectations, needs, issues, and requests promptly and professionally.

Requirements:

• Minimum Diploma, preferably in IT related field.
• Minimum 2-years of relevant working experience (IT, account management).
• Excellent interpersonal, organization, negotiation, and presentation skills.
• Positive mindset, result-oriented, prominent level of initiative and integrity.
• Strong negotiation, communication, and interpersonal skills.
• Experience with business fundamentals.

HOW TO APPLY:

Interested applicants, please email to “[email protected]”.

We regret only shortlisted candidates will be notified.

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Trust Recruit Pte Ltd
EA License No: 19C9950
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