Total 6,541 Finance / Banking / Insurance job vacancies in 8 MARINA VIEW SINGAPORE

We are seeking a future team member to assume the role of VP, APAC End User Services Lead within our Engineering team. This role is located in Singapore - Hybrid.

This hands-on role provides leadership for the delivery and support of the End User Workplace Technology environment and services across the APAC region. The candidate will be responsible for adding value to the development, support, processes, buildings, client interaction & experience products and services associated with workplace related technologies.

You are the right fit for this role if you:

• Ability to build strong stakeholder relationships
• Have hands-on approach to work and 'can-do' attitude to start and finish ideas execution
• Enjoy simplifying complex problems, tackling interesting and meaningful challenges
• Enjoy working in fast paced collaborative, agile and cross functional environment where talent is valued over job title
• Highly motivated and self-starter individual
• An excellent communicator, self-driven and entrepreneurial with a strong sense of ownership
• Fast learner and have interests to learn new technology and frameworks as needed
• Highly collaborative, able to effectively navigate organization boundaries.

The APAC End User Services Lead will be responsible for:

• The OLA/SLA-based onsite support service within the APAC region
• Hold a deep understanding of technologies and the current trends within your span of control.
• Contributing to the short to long term strategies on End User Technology for the region
• Ensure appropriate tools are utilized for the support team to conduct their role effectively, continually assessing fitness for purpose
• Building and maintaining strong, productive relationships with the business and acting as an escalation point for the delivery and support of technology services within region
• Support and escalation of the industry standard end-user technologies utilized by the organization, including hardware builds and standards, OS support and patching, virtual desktops, remote working and support, M365 suite, network and infrastructure knowledge
• Mentoring and coaching staff in communication to the business, third party suppliers and other areas of Technology
• Ensure compliance and administrative functions are completed on time and accurately
• Ensure governance is adhered to and manage risks to meet or exceed internal and external audit requirements (includes all Production and Disaster Recovery environments)
• Delivering projects aimed at improving end user experience and managing risks within the organization

Core Competencies of the role include:

• Global Acumen - Developing and incorporating an understanding of the competitive global business environment as well as an awareness of economic, social, and political trends that impact the organization’s global strategy
• Establishing Strategic Direction - Establishing and committing to a long-range course of action to accomplish a long-range goal or vision after analyzing factual information, and assumptions taking into consideration resources, constraints and organizational values
• Developing Strategic Relationships - Using appropriate interpersonal styles and communication methods to influence, collaborate and build effective relationships with business partners (e.g. peers, functional partners, external vendors, and alliance partners)
• Building Organisational Talent - Attracting, developing, and retaining talented individuals. Providing timely coaching, guidance, and feedback to help others maximize their potential and meet key accountabilities. Using appropriate methods and interpersonal styles to develop, motivate and guide a team toward successful outcomes and attainment of business objectives.
• Change Leadership - Continuously seeking (or encouraging others to seek) opportunities for different and innovative approaches to addressing organizational problems and opportunities.
• Client Orientation - Cultivating strategic client relationships and ensuring that the client perspective is the driving force behind all value-added business activities
• Driving Execution - Translating strategy into operational reality. Breaking down strategic priorities or business initiatives into key tasks and identifying accountabilities. Aligning communication, people, culture, processes, resources, and systems to ensure effective implementation and delivery of required results
• 8+ years of technical and management experience required; experience in the securities or financial services industry is a plus
• Bachelor's degree in a related discipline or equivalent work experience required
• Provides subject matter expert level of support to all IT-related activities and initiatives using established procedures, including guidance, assistance, coordination, and follow-up on straightforward and some more complex end user related IT problems and ensures resolution.
• Provides local smart hands capability and maintains management of End user Assets.
• Consults to business management on all aspects of applications and technology-related support activities or manages a small to medium-sized team responsible for all aspects of applications and technology-related support activities.
• Consults to clients and/or support business partners on alternatives to target business needs and opportunities, evaluates, recommends, and redesigns processes. Manage known risks and identify new ones.
• Coordinates and leads regularly scheduled meetings with clients and/or end-users to fully understand their day-to-day operations, define their processing needs, and to help them achieve their objectives.
• Collaborates with end user services owners to identify opportunities and drive improvements in the service.
• Designs and maintains standard operating procedures.
• Manage known risks and identify new ones. Foster the concept of continuous process improvement.
• Directs, motivates and develops analysts maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team and may oversee support technician teams and participates in the recruiting process (where applicable); instructs, assigns, directs and reviews the work of the team.
• Is involved with project planning and project implementation by determining business and technical requirements and consulting on ways to target business needs and opportunities. May allocate/coordinate work within a team/project.
• Determines the client and/or end-user business and technical requirements, identifies appropriate stakeholders.
• To understand configuration and functionality of site technology (including any space where technology is consumed) To have an in-depth level of troubleshooting knowledge to support the primary products and services used by the end user employee base.

Technical Skills/Tools:

• Microsoft suite including general administration and troubleshooting, M365, Win10/11, SCCM, Exchange, Azure fundamentals , Intune and Mac OS
• ServiceNow, JIRA, change and configuration management tools and workflow
• Project management in both Agile and waterfall
• ITIL v4 Service Management
• Virtual/published desktop and infrastructure support
• General end-user technology set, including hardware build, maintenance and support, AV conferencing and collaboration tools

Prepare to embark on a dynamic journey in the realm of brand experience, contributing to innovative projects with a global reach, all while being part of a partnership with Julian Grey's client. With a rich history spanning three decades in the industry, our client is committed to fostering creativity and excellence. Offering an environment where your contributions make a significant impact, you'll collaborate with a passionate team, access continuous professional growth, and become part of a global network shaping the future of brand experiences.

Responsibilities

• Foster strong partnerships with business team leads and engage stakeholders in financial planning and analysis activities.
• Provide ongoing support, address financial queries, and ensure accuracy in accrual models and accounting activities.
• Oversee the company incentive scheme, understanding design, data inputs, and accounting impact.
• Lead the accounting team in managing month-end and quarterly activities across the group of companies.
• Monitor actual spend against budget, take corrective actions for shortfalls, and generate monthly financial reports.
• Manage collections, generate cashflow forecasts, and coordinate with auditors and tax agents for annual processes.

Requirements

• Minimum 5 years of experience in accounting, controllership, or finance.
• Proficient in MS Excel and data analysis, with a professional accounting qualification (CPA/ACCA/CIMA).
• Advantageous to have internal audit, controls, and compliance experience.
• Preferred knowledge of Autocount and Quickbooks software.

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Our telegram channel for job opportunities - https://t.me/jobopportunitiessg

Please WA Jian Wei @ 87389860
Shortlisted candidates will be notified

Quek Jian Wei
Reg No. R22110928
Julian Grey Corporate Advisory Pte. Ltd.
EA License No: 19C9568

Primary Objective

• Develop and support strategic plan for Wealth Management to meet the business objectives and sales targets

• Manage and direct the development of Premier RMs and to grow market share of the Affluent & HNW target customer segments.

• Grow, manage and preserve clients’ wealth to ensure customers meet their financial objectives with tailored financial solutions

Key Resposiblities

Team Management

• Lead Wealth Management RMs in the growth, acquisition and retention of HNW clients

• Train and develop staff, monitor performance and appraise Wealth Management RMs against assigned targets

• Manage Wealth Management RMs to achieve stated sales levels by coaching and guiding them to achieve sales

targets

• Jointly manage the manpower and P/L of branch service and sales operations with branch manager

Business Development

• Develop, strengthen and execute business models and strategies of Retail Banking Wealth in the Emerging Affluent, Affluent & HNW customer segments

• Participate in sales and marketing activities for affluent and high net worth clients from onshore market

• Enhance the bank’s profile in Wealth Management and grow the assigned portfolio in terms of AUM and customer base while ensuring strong customer engagement

• Assume full management responsibility of Wealth Management RMs sales productivity and ensure effective cross selling of the bank’s products and services

• Oversee sales efforts including sales force coaching and participate in clients calls with RMs

• Drive sales productivity (new & cross selling) of Wealth Management products

• Strong follow up skills and initiatives to ensure all time sensitive transactions are executed in a timely and accurate fashion

• Good grasp of internal processes, procedures, documentation, fees and related terms and conditions of products and services offered by bank

• Achieve balanced scorecard, service, operational and regulatory standards set by the bank

Compliance and Regulations

• Apply knowledge of relevant laws and regulations to compliance requirements in carrying wealth advisory

activities for HNW clients

• Ensure sales are conducted in accordance with the internal and external regulatory requirements

Project Management

• Ad hoc project management

Requirements

-Bachelor Degree - Banking, Business Administration or Economics.

- CMFAS Certification

• Min 8 years banking experience preferably in leading a sales team

• Sound knowledge of banking products & services with particular emphasis on mobile platform sales acquisition

for secured and or unsecured loan products

• Good interpersonal skills with background in leadership & sales management

• Strong interpersonal, communication and analytical skills

• Ability to work independently and in a team are essential attributes

Coinhako is a market-leading platform for access to digital assets like Bitcoin from Singapore.

Founded in 2014, Coinhako has established a reputation as being one of the most secure and trusted digital asset wallet service providers and trading platforms in the APAC market. Our team is deeply passionate about building the crypto economy in the APAC region. Through the launch of our innovative suite of products and services, Coinhako aims to empower individuals and businesses by allowing them to take ownership and control of how they build and manage their assets in the new digital finance world.

We are seeking a dedicated and detail-oriented Finance Operations Specialist to join our dynamic team. The successful candidate will be responsible for overseeing and coordinating operational activities. This will be a crucial role in ensuring the smooth execution of processes and maintaining quality standards.

What you'll be doing:

• Coordinate operational activities, ad-hoc tasks by reporting manager, ensuring adherence to standard operating procedures and quality standards
• Address and resolve operational issues; collaboration with relevant departments
• Generating timely reports on operational accounts and activities, in collaboration with relevant departments
• Facilitating clear communication between the team and other departments to ensure seamless collaboration and information flow
• Identify process improvement and implement strategies to enhance operational efficiency

What we're looking for:

• Diploma or Bachelors Degree in Finance, Admin, Operations or relevant domain
• Experience in Microsoft Office tools
• Good communicator, team player and good ownership traits
• Experience in finance or banking industry will be preferred

What’s in it for you:

• Friendly and fun start-up work culture
• Convenient work location located in the heart of CBD area
• Generous annual leaves on top of national holidays
• Medical coverage including GP, Specialist, TCM, and more
• Self-care benefits and exciting fitness workshops/webinars
• Vibrant office with a well-stocked pantry
• Animal-friendly environment, with a fluff ball in the office

Find out more about Coinhako @ https://www.coinhako.com/ and don't forget to visit our Careers Page @ https://www.coinhako.com/join-us!

• Perform general administrative and operational duties.
• Maintain and update service provider and client records.
• Manage paperwork and handle formalities related to claim matters.

Requirements:

• Diploma and above
• At least 1 year of relevant working experience.
• Proficient in MS Office.

If you are keen to apply for the position, kindly email your detailed resume in MS Word to [email protected]

Please note that only shortlisted candidates will be notified.

For more job opportunities, please visit our website at www.recruit-expert.com

EA Licence: 19C9701

Registration: R21100996

We are seeking highly-motivated individuals with professional experience to join our team as Senior Executive / Assistant Manager, Strategic Projects, Planning & Controlling.

ERGO Insurance Pte. Ltd. is a registered general insurer regulated by the Monetary Authority of Singapore. We are a wholly owned Singapore subsidiary of ERGO Group AG, one of the major insurance groups in Germany and Europe, and we are the primary insurance arm of Munich Re, one of the leading reinsurers and risk carriers worldwide.

www.ergo.com.sg

There are countless good reasons to pick ERGO as an Employer.

No matter where you are in your career, we offer various development opportunities in all departments at all levels.

You’ll experience a fair and open-minded culture where every employee is trusted and valued.

We support you on your career path. Professional development is a central part of our philosophy: we give all our staff the opportunity to develop, both personally and professionally.

If you have a strong passion to succeed and aspire to join a company that can offer you an interesting and diverse career, we look forward to meeting you!

To be successful in this role, you will possess the following experience, knowledge and skills:

Requirements

• Degree in Mathematics, Actuarial Science, Finance, Economics, or equivalent
• Min 3 year years of professional experience in the insurance sector, or in the consulting, investment, or banking sector with knowledge of the insurance sector.
• Fluent command of English in speaking and writing
• Excellent organizational and interpersonal skills
• Efficient communicator to his superiors, peers and other colleagues
• Excellent proficiency in Microsoft Excel (including use of spreadsheets for budgeting, forecasting, business planning, etc.) as well Microsoft Powerpoint.
• Excellent analytical and problem-solving skills.
• Proven track-record in summarizing complex questions into easy-to-understand topics.

Job Description

• Provide high accuracy in self-control work and independent task management skills.
• Able to analyze complex questions and summarize the essentials.
• Able to work under tight deadlines and pressure.
• Able to work as a discreet colleague able to keep highly confidential topics within the circle who needs to know.
• Profound knowledge and experience in drafting power point presentations and developing excel worksheets.

Planning & Controlling

• Support the CE and the CFO to execute the Company’s strategy by tracking, coordinating and monitoring the ongoing strategic projects across the organization.
• Lead the Planning and Forecast process in cooperation with the Head of Finance and Chief Actuary.
• Monitor and control the execution of the business case from a financial and qualitative point of view.
• Support daily, weekly, monthly and quarterly analysis to internal stakeholders and Group Controlling.

Strategic Projects

• Support the CE in developing the overall strategy for the company including but not limited to the definition of the product and sales strategy, claims strategy, and IT strategy.
• Develop strategic initiatives and options which supports the overall strategy in consultation with respective Heads of Departments, including formulation of required business plans and proposals as well as support in relevant execution, monitoring and reporting.
• Support the CE in coordinating the strategic alignment of the Executive Committee in areas of planning, controlling, and corporate governance.

Ad-hoc assignments

• Undertake ad-hoc assignments as and when required by Chief Executive and / or Chief Financial Officer

We are seeking highly-motivated individuals with professional experience to join our team as Manager, Underwriting (Reinsurance).

ERGO Insurance Pte. Ltd. is a registered general insurer regulated by the Monetary Authority of Singapore. We are a wholly owned Singapore subsidiary of ERGO Group AG, one of the major insurance groups in Germany and Europe, and we are the primary insurance arm of Munich Re, one of the leading reinsurers and risk carriers worldwide.

www.ergo.com.sg

There are countless good reasons to pick ERGO as an Employer.

No matter where you are in your career, we offer various development opportunities in all departments at all levels.

You’ll experience a fair and open-minded culture where every employee is trusted and valued.

We support you on your career path. Professional development is a central part of our philosophy: we give all our staff the opportunity to develop, both personally and professionally.

If you have a strong passion to succeed and aspire to join a company that can offer you an interesting and diverse career, we look forward to meeting you!

Requirements

• Degree in any discipline from an International recognized Institution and/or ANZII or ACII
• 5 years & above in a similar capacity within the general insurance industry with sound technical knowledge of all General classes of Insurance as well as Reinsurance Treaty setup
• Strong business acumen to understand economic and business models.
• Strong knowledge of General insurance and reinsurance accounting and reporting
• Good knowledge of reinsurance practice including experience in handling outward reinsurance Treaties and Facultative reinsurance.
• Good analytical skills and excellent interpersonal and communication skills
• Proficient in Microsoft Office, especially Excel and Power Point
• Experience in analysis of data
  

Job Description

• Prepare Annual Treaty renewal data pack including review of Treaty wordings and requirements by the company to achieve the business plan targets.
• Update the Treaty codes and set up in Company's application system on finalization of the Treaty renewals.
• Conduct Underwriting Files peer review.
• To ensure all Reinsurance contracts (inward and outward) are properly documented to meet the Contract
• Certainty requirement and to submit the Contract Certainty monthly.
• Provide ad hoc support to Operations team as required.
• Treaty Special Acceptance requests by Underwriters and Distribution – to co-ordinate as well as to manage the proper recording.
• In co-operation with Claims, to communicate with claims notifications to Reinsurers including cash calls.
• Review of Quarterly Treaty Statement of Accounts done by Finance
• Provide submissions of Regulatory or Group reports relating to Underwriting/Treaty.
• Review and maintain all Underwriting Guidelines to ensure compliance with Group guidelines and Treaty requirements by working closely with respective Product Leaders and CUO.
• Any other duties from time to time assigned by CUO or Management.
  

Responsibilities:

• Managing financial operations in ASEAN countries and auditing compliance with financial processes
• Monthly cash pooling management and reporting the status and revenue
• Responsible for monitoring daily cash flow & Insurance Management in Asia subsidiaries
• Financial process managing and training of subsidiaries in Asia
• AR managing of subsidiaries in Asia (overdue management, receivable balance check management)
• Co-ordinate with HQ, Local Finance Manager and banks
• Financial market outlook report overview (interest rate, exchange rate, etc.)
• Payment-related works
• Any other ad hoc duties as required

Job Requirements:

• Candidate must possess at least a Bachelor's Degree in Business department (Finance, Accounting, Statistics and etc)
• Experience handling full set of accounts with SAP preferred (TR Module)
• Treasury working experience preferred
• Proficiency in Microsoft Office & Excel required
• Able to work within strict time constraints
• Willing to travel in ASEAN region for business trip as and when required

Responsibilities

• Work with the team to provide corporate insurance broking advice and placement for clients.
• Communicate with clients to understand their insurance needs and advise on coverage options.
• Gather necessary underwriting information from clients for submission to underwriters.
• Evaluate and advise on quoted insurance rates, terms, and conditions.
• Secure insurance placements with underwriters, ensuring the required support from various markets.
• Prepare essential documentation for insurance placement, including quotation and placement slips, schedules, cover notes, endorsements, and closing slips.
• Ensure required documents are sent to insurers and clients by coordinating with the Administrative team.
• Monitor clients' accounts and collect outstanding payments.
• Review renewal business and take action to renew expiring policies.
• Execute special assignments and related duties as assigned.

Requirements:

• Diploma or Degree in Business, Banking, Finance or equivalent.
• Fresh graduates welcomed to apply or candidates with at least 1 year of experience in a similar role in insurance related industry
• Capable of working independently in a demanding work environment
• Excellent interpersonal and communication abilities.

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

Email resume to [email protected]

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724

http://www.peopleprofilers.com
EA License Number: 02C4944
Registration Number: R1872398

Posting Personnel: Ng Jwee Ken

Ref: L645949W

• Location: Ang Mo Kio
• Salary up to $4500
• Able to communicate with Chinese clients

Supervise the daily operations and performance of the team in processing applications for claims/benefits/appeals and refund cases for Paid Leave Schemes and ensure that claims are processed in accordance with the stipulated policies and guidelines so that claimants are compensated fairly, consistently and timely.

KeyResponsibilities:

• Performance Management – Achieve operational goals and key performance indicators that are aligned to the organisation’s overall strategic objectives and ensure that monthly reports are submitted timely.
• Operation Management – Implement the approving guidelines to ensure staff processing all claims and payments to customers are timely and accurate and in accordance with stipulated policies and guidelines. Disseminate updated information and provide guidance to staff in implementing new/enhanced processes.
• Customer Service – Ensure and supervise staff in executing the customer service support initiatives to deliver a highly professional standard of service to customers.
• Employee Development – Coach, train & develop employees regularly in the required competencies to their fullest potential to leverage on their strengths for better performance.
• Claim Approval – Exercise judgment and approve claims to ensure fair compensation.
• Statistical Analysis – Help prepare and analyse statistical reports to produce trends for management’s use.
• Quality Control Management – Investigate any non-conformances to facilitate corrective/preventive action so as to prevent future occurrences.
• Claims Consultancy – Provide guidance to the team on complex claims & deviation cases regularly to ensure consistency, fairness and prudence in decisions made.
• Process Review – Identify process and/or system gaps and propose enhancements to improve productivity and accuracy. Review, streamline and implement solutions to enhance operational efficiency and effectiveness. Participate in system testing and provide relevant feedback for system improvement

Requirements:

• Degree in any discipline
• Minimum three to four years of working experience in Project Management and (preferably) in processing HR claims, disbursement and refunds.
• Good interpersonal and communication skills, both oral and written
• Must uphold strong code of work ethics, in particular confidentiality of information
• Detailed, meticulous and result oriented

HOW TO APPLY:

Interested applicants, please submit your updated resume in PDF/MS Word format to [email protected]

Please state your availability, current & expected salaries for processing purpose.

All applications will be treated in the strictest confidence.

We regret that only shortlisted candidates will be notified.

Tay Bi Hui Avery

Reg no: R23112677

EPS Consultants

95C5630

• Build and maintain relationships with small and medium-sized enterprise (SME) clients, understanding their financing needs and business objectives.
• Act as the main point of contact for SME clients, addressing inquiries, concerns, and requests promptly and effectively.
• Develop a deep understanding of clients' businesses, industries, and market dynamics to provide tailored financial solutions.
• Source and identify new lending opportunities within the SME segment, including prospecting and lead generation activities.
• Conduct comprehensive credit assessments and risk analyses for loan applicants, evaluating their creditworthiness, financial stability, and repayment capacity.
• Structure and negotiate loan terms and conditions in accordance with lending policies, regulatory requirements, and risk management guidelines.
• Manage a portfolio of SME loan accounts, monitoring loan performance, repayment behavior, and compliance with loan agreements.
• Proactively identify and address potential credit risks or delinquencies, implementing appropriate remedial actions as necessary.
• Work closely with internal stakeholders, such as credit analysts and legal teams, to ensure timely and accurate loan documentation and processing.
• Provide financial advisory services to SME clients, offering insights and recommendations on business growth strategies, cash flow management, and capital allocation.
• Assist clients in preparing loan applications and supporting documentation, guiding them through the loan approval and disbursement process.
  

Requirements:

• Previous experience in commercial banking, SME lending, or relationship management, with a focus on business development and credit analysis.
• Demonstrated track record of successfully originating and managing SME loan portfolios, achieving lending targets, and mitigating credit risks.
• Strong financial analysis skills, including the ability to evaluate business financial statements, assess credit risk factors, and perform cash flow modeling.
• Familiarity with credit underwriting standards, loan structuring techniques, and risk mitigation strategies in the SME lending context.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients, understand their needs, and negotiate effectively.
  Ability to convey complex financial concepts clearly and concisely, both verbally and in writing.
• Strong networking skills and the ability to cultivate relationships with key stakeholders in the SME community, including business owners, industry associations, and referral partners.

Other perks or benefits:

• Competitive Salary Package

• Attractive Performance bonus

• Medical and Dental benefits included

Xingang Investment Pte Ltd is an equal opportunity employer and welcomes applications from all qualified candidates. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

We are seeking highly-motivated individuals with professional experience to join our team as Senior Executive/ Assistant Manager, Finance.

ERGO Insurance Pte. Ltd. is a registered general insurer regulated by the Monetary Authority of Singapore. We are a wholly owned Singapore subsidiary of ERGO Group AG, one of the major insurance groups in Germany and Europe, and we are the primary insurance arm of Munich Re, one of the leading reinsurers and risk carriers worldwide.

www.ergo.com.sg

There are countless good reasons to pick ERGO as an Employer.

No matter where you are in your career, we offer various development opportunities in all departments at all levels.

You’ll experience a fair and open-minded culture where every employee is trusted and valued.

We support you on your career path. Professional development is a central part of our philosophy: we give all our staff the opportunity to develop, both personally and professionally.

If you have a strong passion to succeed and aspire to join a company that can offer you an interesting and diverse career, we look forward to meeting you!

Requirements

To be successful in this role, you will possess the following experience, knowledge and skills:

• 4 to 8 years of experience in similar capacity within insurance industry
• Degree / Diploma in Accounting / Finance
• Professional accounting qualification preferred

Job description

The successful applicant will:

• Handling month end closing processes including preparation of journal entries
• Preparation of bank reconciliations and various balance sheet schedules
• Ensure timely preparation and submission of management reporting and statutory reporting
• Ensure accurate and timely submission of MAS and GST returns
• Review and reconcile intercompany transactions
• Managing audit timeline
• First level SunGL support
• Chart of account maintenance.
• Perform system UAT as and when required
• Verify data patch as and when required
• Identify opportunities and implement areas for improvements on various Finance processes to ensure process efficiency
• Assist in implementing department initiatives
• Assist in handling tax matters including IRAS queries on ACAP
• Provides business unit support in understanding and using financial information and resolving finance-related issues
• Back up duties of AVP – Accounting and Tax / Operations
• Any other duties from time to time as assigned by Management or HOD

Contract: 1 Year

Location: West - Namly Avenue

Responsibilities

• In charge of the preparation of entities’ monthly, quarterly and annual financial statements in compliance with all regulatory requirements, including SFRS, Corporate tax, Charity and IPC specific reporting obligations
• Ensure accurate and timely delivery of monthly, quarterly and annual financial reports, including the analysis and commentary on major variances
• Provide monthly audit schedules and assist in internal and external audit queries
• In charge for preparation of company entities corporate tax (ECI) and work closely with tax agent to file annual corporate tax returns
• Handle all tax queries and tax audit whenever required
• Assist with preparation of transfer pricing documentation
• Support and ensure compliance with all financial filling requirements, corporate tax filling requirement
• Involve in continuous process improvement for more effective and efficient operation
• Assist in new business initiatives and system implementation when required
• Able to work within tight deadlines

Requirements

• Degree in accounting or ACCA and its equivalent
• Minimum 3 years working experience preferably with audit/tax background
• Good working knowledge of SFRS, Singapore tax and IPC requirements
• Well-versed in MS Office, especially MS Excel, Powerpoint, Word and Outlook
• A self-starter who can plan, organize and take initiative to meet job objectives and deadlines independently
• Can-do attitude, good team player, driven and passionate

Interested candidate please click "APPLY" to begin your job search journey and submit your CV directly through the official PERSOLKELLY job application platform - GO Mobile.

https://go.persolkelly.com/job/apply/8839

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 • Reg No: R23117066 (CHEW KIA ZHENG)

Purpose of the role

To provide continuous support to AIBD MOD SG KYC team, in which is a critical function to provide sustainability to the branch KYC which includes getting involved in the following key areas:

• KYC MI and Reporting,
• KYC Client Strategy,
• KYC Change Management,
• KYC Data & Vendor Management
• KYC Risk and Planning Management

Primary Responsibilities

• To be involved and directly part of the KYC support function team in looking after the above core support functions and continue to deliver continuous improvement initiatives to the KYC operation team.
• Be involved and SME in various Local / Global KYC/AML Projects, be a champion representing SG YC, to coordinate and oversee execution of assigned strategic project deliverables for KYC Department
• Support BAU governance forums, provide strategic project support, monitoring project progress, and ensuring completion within the acceptable appetite.
• Build business cases that support decisions to ensure optimal solutions are based on both commercial and business requirements.
• Collaborate with internal/ external partners including IT to drive and support enhancements and system improvements.
• Working closely with relevant internal stakeholders to track, monitor and continuously ensure the relevant KPI/KRI is up to the Global Standard and helps drive initiatives to improvise the entire KYC deliverables through robust and transparent reporting mechanism to all local and global management.
• Involved in data and vendor management process with other stakeholders as part of KYC Local/Global Projects.
• To be part of Global KYC Team (GKYCO), and support the global initiatives and projects to achieve global standardization within KYC (Processes and Technology)
• Ensure effective monitoring of all open Risk item while keeping track of risk issues within KYC and derive necessary themes from the assessment.
• Timely completion of KYC Review to prevent KRI breaches which impact the balance scorecard for the business.
• Develop relationship with Business Heads, front office staff, Financial Crime Compliance and other internal stakeholders in order to address concerns, priorities workload for the team and identify areas of risk for the bank.
• To support the KYC staffs in achieving they are able to meet their KPI and expected productivity effectively.
• Maintain team spirit and morale of the department.
• Comply with all applicable legal, regulatory and internal Compliance requirements, including, but not limited to, the Singapore Compliance manual and Compliance policies and procedures as issued from time to time.
• Financial Security requirements, including, but not limited to, the prevention of Financial Crime and Fraud including reporting obligations to the Money Laundering Reporting Officer

Job Requirements:

• Minimum 7 years of corporate KYC experience within the banking / financial services industry.
• Minimum 3 years of MI Reporting
• Experience in vendor management
• Experience in project management
• Power BI or Tableau may be considered
• Risk, Project and Change management skills is appreciated with minimum 5 years in KYC related role.
• Bachelor's or Masters degree in Finance or Banking or Equivalent field.
• Good working knowledge of financial regulatory requirements and AML risk implications; experience with regulatory and / or KYC related topics.
• Accurate, diligent and the ability to deliver high quality results within tight deadlines.

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

Job ID: 10067329

About the Clermont Group

The Clermont Group is an international business group headquartered in Singapore. Founded in 1986 by New Zealand-born entrepreneur Richard F. Chandler, who brings with him an extraordinary legacy of contrarian investments, the Clermont Group builds and invests in companies in Healthcare, Financial Services and Aerospace. These businesses employ more than 8,000 people around the world.

Our story is that of a Business House built on the foundations of big dreams, courage and integrity. We believe in the goodness of business, building iconic businesses that advance community well-being and national prosperity. We bring together the art and science of business management, putting principles before profits.

Clermont comprises two divisions, a group of operating companies (Clermont Holdings) and an investment business (Clermont Capital).

• Vietnam’s largest and leading private healthcare group, Hoan My, comprising 13 hospitals and four clinics
• SBFC Finance which provides loans to small business owners and consumers through a network of 186 branches across 152 towns and cities in India
• magniX and Eviation, which together are working at the forefront of electric aviation

For more information, please visit our corporate website at http://www.clermont.com.

Role

You will play a leading role within Clermont’s internal consulting team, responsible for production of creative and business writing for the operating companies (Opcos) owned by the Clermont Group. In collaboration with the Opco management teams and Clermont investment leads, you will write a variety of company publications, including thought leadership pieces, heritage booklets, governance documents, and other business storytelling products covering a range of sectors and topics. These are published both internally (within the Opco) and externally (websites, newspapers, trade magazines). You will work closely with the manager of Clermont Consulting, the Clermont Group Chairman, and the Director of Communications.

Attraction of the role

The team seeks someone for whom words are not just a day job, but a passion – someone who sees a business as a blockbuster narrative, not just a press release. For the production of multiple publications across different countries and content, we seek a writer who wants to help harness the goodness of business to create a better world.

Responsibilities

At Clermont, we believe in harnessing the power of business storytelling to shape decision-making, build relationships and create passion brands. The candidate will help to lead first-rate business storytelling within the operating companies and portfolio investments.

The role would suit a professional business writer, journalist or communications expert with ambition, a quick understanding and storytelling talent. Suitable candidates will be comfortable working with executives and thought-leaders across a variety of industries and cultures, capable of capturing tone and voice with ease. They must be versatile in their ability to adapt language and style to suit the requirements of specific audiences and stakeholders (e.g. simple language for non-native English audiences, or a more professional tone when writing for a sophisticated business audience).

The successful candidate will be given the opportunity to do work far beyond the scope of a traditional communications professional or writer. This role sits at the heart of a high-performing, lean and action-driven business house with operating companies based in some of the world’s fastest growing and most dynamic geographies and sectors.

Key responsibilities:

• Charting the progress of operating companies through story
• Policy writing for internal playbooks and external publication
• Writing governance documents including heritage booklets, governance charters and annual reports
• Engaging Opco management teams on interviews and articles
• Speech writing e.g. for awards ceremonies
• Ad-hoc communications tasks

Requirements

The successful candidate will ideally possess the following traits:

• Exceptional English skills and a meticulous adherence to perfect grammar
• Experience in and around a newsroom environment
• A background in or deep understanding of business journalism
• First-rate research skills for learning about new industries
• Op-ed writing experience preferred
• Humility; be able to accept guidance and feedback without a bruised ego, and remain unfazed by high standards
• A great team spirit
• Ability to work independently
• Exceptional relational skills, able to represent the company well when interacting with operating companies or other external parties
• Passion for language and storytelling
• Openness to new experiences
• Able to work easily across cultures and geographies
• Good communication skills and be very well spoken
• Polished, professional appearance
• Ability to work at speed and multi-task
• Positive attitude, be an ‘energiser’
• Hunger to learn

Administrative Details

Start date: Immediate preferred

Compensation: Competitive base salary

Benefits: Medical insurance; 21 days annual leave

Education: University Degree

Experience: Minimum 5-7 years of business journalism or content creation experience

Languages: Excellent command of English (written and spoken)

Reporting: Dual reporting. Direct report to the Director of Communications and dotted to the Editor

Travel: Regular international travel may be required

Disclaimer: We only accept job applications through our Clermont Career Website, LinkedIn or MyCareersFuture Singapore (A Singapore Government Agency Website). It is possible that you may found job postings of our Company in other platforms and you could receive an unsolicited email, text message or phone call from a fraudulent contact regarding an alleged employment or other opportunity with Clermont Group. You should be vigilant in researching all these unsolicited contacts.

Job Description & Requirements

Taurus Wealth Advisors is a preeminent multi-family office, providing holistic and tailored investment advice to high net-worth individuals and families for long term wealth accumulation and preservation. Founded in April 2008, comprising a team of highly experienced and culturally diverse investment professionals, the Firm has grown rapidly based on a strong foundation of integrity, independence and objectivity. The Firm has offices in Singapore and Dubai from which it advises on / manages assets of around USD 3 billion for Clients across 25 countries presently.

We are now seeking a highly driven and dynamic individual to join us, reporting directly to the designated Financial Advisor. The role offers immense opportunity for growth and self-development within a rapidly growing business environment for candidates looking to establish a career within the wealth management industry.

The role necessitates close alignment with the core advisory and wealth management activities of the Firm and thus offers significant scope for learning and aspiring to front office career opportunities over time.

Responsibilities:

Revenue

· Achieve agreed revenue targets with respect to assets under management, retainer conversions and referrals

· Contribute to the corporate revenue targets on a quarterly basis

Work plan

· Review your monthly work plan with the CEO on a regular basis

· Review your forward monthly revenue work plan to ensure achievement of your objectives

Lead Generation

· Generate new business from agreed referral sources through various networking activities including managing relationships between the Company and your referral sources

· Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity

Client Relationships

· Effectively manage the relationship between the Client and the Company as well as the various banking relationships the Clients may have.

· Provide ongoing advice on Client portfolios and providing fee-for-service basis advice as required to Clients

· Maintain a high standard of ethics and conduct and ensure confidentiality of clients’ assets & information

· Ensure strict adherence to the Company’s processes, policies, rules & regulations inter alia while reviewing Clients’ portfolios and advising / executing investments

Market Research Knowledge

Keep abreast of technical market knowledge and macro research as part of ongoing requirement on technical competency. Adhere to the Investment Committee framework of the Company and be competent with regard to strategic and tactical recommendations generated by the Company. Provide competent inputs to the Investment Committee and Investment Counsellors including reverse enquiries received from Clients and prospects

Challenges / problem solving

To creatively identify and generate leads with a view to developing new business opportunities.
To transform potential clients into retainer fee paying clients of Taurus

Essential Competencies

• Travelling will be required.

• A recognized degree with more than 5 years of experience in the banking and financial services with an outstanding sales track record of financial and investment products

• Relevant accreditation (Modules 5, 6, 8, 9 & HI)

• Clear understanding of bank regulations and compliance requirements as under FAA and SFA

• At least 5 years of financial advisory/portfolio management experience, consistent marketing & sales performance, preferably in banking/ financial advisory.

• Good understanding of equities, fixed income, hedge funds, FX and other investment products & services

• Strong interactive and interpersonal skills with proven ability to influence clients

• Present all investment solutions with a high standard, professional manner

The above position is available for immediate fulfilment. We regret that only shortlisted candidates will be notified.

If you aspire to grow and excel with a high growth Firm, please forward us your CV to [email protected].

Natixis Investment Singapore is looking for a THIRD-PARTY OVERSIGHT SENIOR MANAGER.

Third-party oversight (TPO) includes organizing and overseeing processes to ensure that potential and real risks linked to third parties (including but not limited to the outsourcing of any function) are properly measured, monitored, and managed. Accordingly, related activities and tasks include managing and coordinating various oversight and due diligence programs as well as tracking and analyzing related developments.

TPO is part of the Risk Department, which is charged with identifying, measuring, and managing the risks linked to ALL the activities (including investment management, distribution, strategic or corporate) of ALL the entities (around 15-20 offices worldwide) of the Natixis Investment Managers International Distribution (NIMID) network worldwide.

The Third Party Oversight Manager is a confirmed member of the TPO team and of the Risk, Compliance, and Controls Department. He acts as the Subject Matter Expert (SME) for all outsourcing and delegation activities to third-party firms and Intercompany arrangements.

KEY ACCOUNTABILITIES/RESPONSIBILITIES
1. Program activities: Coordinate the programs (5 main programs currently) within the network including:

• Manage the calendar of tasks and activities, and the communication to related partners (e.g. Fund Ops, Compliance, Investment Risk, Legal teams, IMs, SPs).
• On-going design and roll-out of the format and supporting documentation; and update of the various tools depending on changes (regulatory or business-related).
• Coordinate the annual reporting processes with the various participants and entities.
• Coordinate and manage due diligence visits and questionnaires as applicable to each program.
• Keep apprised of changes affecting the company, whether regulatory, business, or organizational, and manage the related impact on the programs.

2. Tool Management and Development. The team currently uses Process Unity as a tool to manage TP relations. This tool does not cover all TPO needs but we aim to increase its usage. This includes:

• Manage the relationship with Process Unity Company. Assess and manage any needed development;
• Maintain the various parts of the tool ensuring that they address our needs or organize its development accordingly:
  * Create and update Due Diligence Questionnaires (DDQs)
  * Review, validate, and arrange due diligence for all new vendor requests.
  * Coordinate the review, approval, and reporting of DDQs completed by all Third Parties, relevant SMEs & Oversight Teams
  * Maintain an issue log of deficiencies identified in the due diligence and assessment process. Allocate to appropriate owner's requests.
• Act as the main administrator of the tool.
• Develop support materials and train program participants (external and internal)

3. Organize the Outsourcing Oversight Committee (OOC) meetings per its Terms of Reference (ToR) (prepare meeting pack, minutes, management of action log, reporting).

4. Maintain and update the TPO constitutive documents (Global Outsourcing Policy and handbooks, Committee ToR, Program procedures, and TP registers).

5. Produce regular reporting and presentation of results and progress of the main activities described above as required to various audiences and venues.

6. Legal – Liaise with the Legal team in drafting, reviewing, and ensuring adequate clauses are included in all Third Party Agreements to minimize Third Party Risk.

7. Provide answers for any RFPs, or client questions/presentations related to TPRM.

8. Participate in other department or firm activities as required (e.g. follow TP risk within department Taxonomy, or participate in the firm/department tool development initiatives).

QUALIFICATIONS

1. Bachelor's or Master's degree from a reputable university.

2. Relevant 7 years of experience at an investment management/distribution-related firm.

3. Good analysis skills and attention to detail.

4. Fluency in English and French essential, and interest in international work, including occasional travel.

5. Computer skills (Office pack, and other internal tools, Bloomberg a plus).

6. Ability to work independently but raise important issues will be valued. Strong organizational, communication, and interpersonal skills.

7. Self-starter, a pragmatic and highly organized individual able to work well in a deadline-driven environment with changing and/or multiple priorities. Ability to collaborate with business partners and senior management.

8. Agility is required in an ever-changing environment.

9. Familiarity with risk management practices and 3rd-party oversight in the financial services context.

10. Familiarity with various fund administration, applicable multiple regulations (e.g. UCITS), and practices.

11. Knowledge of industry-related information forums.

Roles and Responsibilities

• Perform KYC Procedure regarding On-boarding, Periodic, Trigger Review Procedure on different types of Customers
• Perform Sanction Screening procedures regarding Adverse News searches and evaluate information from reliable sources
• Perform Transaction Monitoring Procedure in relating with review of STR Alert disposition process that 1st line made
• Ensure records of KYC data and documentations are captured with accuracy and completeness
• Perform of Training for existing and new employees regarding AML, Sanction and Compliance Program
• Perform EDD process against to high-risk customers and potentially suspicious activities
• Prepare Suspicious Transaction Reports (STRs) for Management review and regulatory reporting
• Prepare reports for government and regulatory reporting

Requirements

• Diploma or Bachelors’ with at least 1 year of AML experience, Sanction and Compliance experiences in Banking Area
• Ability to work independently, eager to learn and with sincere attitude in detail
• Acquired Good Knowledge of AML regulations, such MAS Notices and Guidelines
• Any of Relevant AML/Compliance Certificate holder will be advantageous

• Drafting and assisting with legal documents, legal research or legal proposal.
• Monitoring and drafting of legal updates, business development and marketing efforts, including maintaining client lists and registers, sending of legal updates , event planning abd excutivion in resepct of seminars and updating of lawyer profiles and ranking lists.
• Management of deadlines and general support for all aspects of work
• Any other matters/projects that the management may require assistance with from time to time

Requirements:

• Diploma in Law/ Legal Studies
• Minimum 2 years of working experience in similar capacity
• Good command of English (verbal and written)
• Strong interpersonal skills, positive attitude and team spirit
• Good interpersonal and communications skills
• Able to work independently in a fast-paced environment.
• IT savvy, proficient in MS Office

Please visit our website at www.drewnapier.com for other available vacancies.

Kindly state full details of qualifications, experience, current and expected salary in your resume.

(We thank all applicants for writing in. Only shortlisted candidates will be notified. All applications will be treated with the strictest confidential).

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Why join

• Strategic Insights: Contribute to the Bank’s strategic decision-making by gaining in-depth insights into the critical role Finance plays.
• Skill Development: Enhance your analytical thinking and decision-making skills through hands-on experience and diverse challenges.
• Growth Opportunities: Thrive in a dynamic and progressive work environment that offers continuous learning and career advancement opportunities.
• Active Contribution: Play a pivotal role in advising on accounting practices and processes, with a focus on financial control and Bank consolidation.

What you do

• Month-End Closing: Participate in the Bank’s month-end closing processes, collaborating with both local and international business partners to resolve financial closing matters and inquiries.
• Financial Reporting: Prepare detailed schedules and reports, and conduct analytical reviews for monthly, quarterly, and annual financial statements.
• ERP System Management: Maintain and update business rules within our ERP system to ensure a seamless financial consolidation process.
• Process Optimization: Identify opportunities to streamline and automate financial processes, enhancing overall efficiency and effectiveness.
• Project Support: Assist in various ad hoc projects, contributing your expertise to support the Bank’s evolving needs

Who you are

• Degree/professional qualification in Accountancy, Business or equivalent
• Knowledge of Oracle ERP/EPM systems and/or relevant working experience in areas of financial reporting in the banking industry are an advantage
• Dynamic and able to work under pressure
• Proactive and meticulous
• Strong analytical data mindset and flair for numbers
• Good interpersonal and communication skills
• Proficient in Microsoft Office

Who you work with

Group Finance is where your acumen will not only help deliver robust financial analysis but also influence business decisions, enable efficiencies, and steer growth. The team here go beyond the numbers to add value and inform strategy, evaluate opportunities, uphold integrity and engage with stakeholders on performance and development. Along the way, they enjoy the kind of broad perspective that can take a banking career anywhere.

Who we are

Singapore’s longest established bank, we’ve been helping people and businesses get what they want from life since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Embracing technology and creativity to become a future-ready learning organisation. But for all that change, the entire focus of our organisation remains to be Simply Spot On. In everything we do.

And so whether you want innovate needs-based financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

What we offer

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Role: Automation Tester (Banking / 6 month contract)

Key Accountabilities:

• Design, develop, execute, and maintain test scenarios and detailed end-to-end test cases for the assigned projects relating to the digital platform’s user acceptance testing.
• Able to write test cases in JBehave for agile projects.
• Expert in using testing tools such as JIRA, Confluence, etc., to execute and maintain project status.
• Knowledge of web and mobile application testing in the banking domain, with good time management and keen eye for details to ensure quality and timely output.
• Detect, report, and track defects in the application tools and with various stakeholders to ensure proper closure of issues.
• Analyse BDD/User stories from the PO, review, and come up with high-level test scenarios to meet user requirements.
• Execute the assigned manual or automation testing, log defects, and follow up on defects to ensure timely closure. Generate reports of testing, prepare training slides for touchpoints, and required update to delivery.
• Expected to be an expert in the banking domain and able to write test plan and testing summary documents. To write and execute end-to-end test scenarios with detailed steps as per requirements either via manual or automation testing.
• Actively participate and collaborate in project meetings and discussions, keen attention to details and time management to ensure quality and timely output of the project assigned.
• Develop maintainable automated checks in collaboration with our development teams.
• Collaborate with all stakeholders proactively to complete the job assigned from clarification to issue closure.
• Good with documentation as constant updates to project changes will need to be updated timely.

Required Experience:

• At least 2 years of working experience(s) preferably in Web and Mobile Banking solutions, excellent technical programming skills with familiarity with the various programming languages.
• Strong knowledge of Appium, Selenium, JUNIT.
• Strong coding knowledge in Java, Objective-C, JavaScript, or similar.
• Good experience in developing complex SQL queries.
• Knowledge of SOAP UI and web service testing is a plus.
• Knowledge of basic UNIX Commands and the ability to work with the Linux flavor.
• GIT commands and their usage.
• Experience with at least one of the following technologies: Cucumber, Appium, Selenium, XCode UI Automation, Espresso, (mobile testing tools and frameworks).
• Experience with basic UNIX commands and working knowledge of LINUX flavor.
• Hands-on experience with tools like SOAP UI, REST API.
• Possess working knowledge of Bitbucket etc. (Anything apart from Bitbucket is good to have).
• Keen focus on quality output in software development in the user acceptance stage.

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.

Role: Test Analyst (Banking / 6 month contract)

Job Duties & Responsibilities

• Design, develop, execute, and maintain test scenarios and detailed end-to-end test cases for assigned projects related to the digital platform’s user acceptance testing
• Write test cases in JBehave for agile projects
• Expert in using testing tools such as JIRA and Confluence to execute and maintain project status
• Knowledge of web and mobile application testing in the banking domain:Good time management
  Keen eye for details to ensure quality and timely output
  
• Detect, report, and track defects in application tools and with various stakeholders to ensure proper closure of issues
• Collaborate proactively with all stakeholders to complete job assigned from clarification to issue closure
• Good with documentation to update project changes timely

Required Experience

• Minimum 1 year of experience in web and mobile application testing in the banking industry is preferred
• Strong analytic skills to process complex requirements and develop end-to-end scenarios and test cases
• Familiar with Agile and Waterfall methodologies:Understand the life cycle of testing in both automated and manual testing
  
• Experience in running or being part of an agile project team in the banking industry:Hands-on experience with JBehave
  
• Understanding Java and VB Scripting is an advantage:For automation QA role, hands-on usage of Selenium or Appium is a must
  
• Experience with quality assurance processes and JIRA is required
• Good stakeholder engagement skills with strong verbal and written communication:Collaborate closely across multiple teams during project execution
  
• Good team player with strong organizational skills:Ability to work independently with minimum guidance
  

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 Descriptions

1. Acquire and onboard new PB clients onto the platform.
2. Growth of Net New Money and AUM.
3. Generating investment revenue of AUM.
4. Providing wealth management and banking services to clients.
5. Full compliance to rules and regulations governing the business.

Job Requirements

1. A network of client referral channels.
2. Ability to successfully convert and generate AUM into revenue.
3. Good financial market/product knowledge.
4. Keep abreast of market developments and opportunities and work closely with Investment Advisors to co-manage the portfolio of clients.
5. Deliver excellent service to clients and deepen relationship by value adding to clients’ wealth management needs with timely portfolio rebalancing and portfolio performance updates.
6. CACS certification is preferred.

Your next opportunity

Be a part of the dynamic trust team that acts as the key contact point for clients to/assist and resolve clients’ issues. We are seeking a dedicated individual who is passionate about delivering exceptional service to our valued clients and exceeding their expectations at every turn.

Key Responsibilities:

• Trust and Estate Administration: Managing the day-to-day administration of trust portfolios, including but not limited to opening new bank or brokerage accounts, distribution to beneficiaries, fund transfer, and investment management.
• Carry out periodic reviews of assigned trust portfolios to ensure they are being administered in accordance with the trust deeds, the company’s policies, and legal and tax requirements.
• Maintaining accurate and updated trust records. Create Viewpoint Master files, set up and uploaded all trust documents into ViewPoint and maintenance of all necessary principal records and trust files.
• Acts as a primary point of contact for trust clients and ensures transparency in trust administration by providing high-quality customer service to clients, building strong relationships, and maintaining a client-focused approach.
• Ability to draft trustee minutes, resolutions, or any trust related documents.
• Administration of trusts and foundations, including its underlying structure and portfolios.
• Work closely with other departments to coordinate services for clients.
• Collaborate with professional advisors, investment managers and banks in the management of the assets of the trusts and foundations.

Qualifications Requirements:

• Bachelor's degree in business administration, law, finance, accounting, or relevant field.
• Minimum 2 years of experience in Trust Administration or relevant. 1 year+ of experience in solid Trust Administration will be considered and are strongly encouraged to apply (remuneration will commensurate with experience)
• Solid understanding of relevant trust laws and regulations related to trusts, estate planning, taxation, and fiduciary responsibilities.
• Strong analytical skills, attention to detail, and problem-solving abilities.
• Excellent communication skills, both written and verbal.
• Ability to work in a discreet and utmost confidentiality with high ethical standards to protect clients' data.
• STEP qualification will be an added advantage.

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

Job Description:

The Audit Senior is in-charge of the audit engagement from planning to completion, including conducting a review of audit working papers and supervisory duties.

Job Role and Responsibilities:

• Perform the full range of audits for listed companies and SMEs (Singapore and overseas),
• Proficient in the Crowe Horwath Audit Methodology and Caseware Auditing Software;
• Well-versed in regulatory and reporting requirements

Job Requirement:

• Degree in accountancy or related discipline and/or equivalent professional qualification, with a minimum of 3 years relevant work experience in a public accounting firm;
• Well conversant in computer skills in MS office;
• Possess good knowledge of relevant regulatory requirements;
• Possess a recognized professional membership or are in the process of obtaining one