Total 70 support advisor job vacancies in Finance / Banking / Insurance category

We are partnering with a regional private banking platform to identify an experienced Credit Advisor to support its wealth financing business, with a primary focus on Lombard Lending for HNW and UHNW clients.

Key Responsibilities

• Partner with Relationship Managers to structure and deliver wealth financing solutions
• Advise on Lombard Lending and other financing solutions for HNW/UHNW clients
• Conduct credit analysis, collateral reviews and risk assessments
• Prepare and present credit proposals for approval
• Work closely with Credit Risk, Legal, Compliance and Operations teams to execute transactions
• Perform ongoing portfolio reviews and credit monitoring
• Support business initiatives and process enhancement projects

Requirements

• Degree in Banking, Finance, Business, Accountancy or related discipline
• Minimum 8 years of Private Banking experience
• Experience in Credit Advisory, Wealth Lending or Lombard Lending
• Strong understanding of private banking credit products and lending structures
• Strong credit analysis, stakeholder management and communication skills
• Proficiency in English and Mandarin to liaise with Chinese-speaking stakeholders

Interested candidates who meet the above requirements are welcome to submit their updated CV for a confidential discussion.

Claire Ang (R22109899)

EA Licence No: 22S1193

Are you a top-performing Finance Advisor tired of cold calling and roadshows?

Stop spending your energy on prospecting and start focusing on what you do best: advising and closing. We are looking for experienced professionals to join a leading fintech platform that is redefining the industry. We provide the infrastructure and a massive audience—you provide the expertise.

The Role

This is a performance-oriented position designed for those who excel at building rapport without the hassle of manual lead generation. You will manage a high volume of inbound inquiries and guide users through a digital-first advisory process.

• Warm Pipeline: Zero cold calling. Receive 400+ high-intent, platform-generated leads every month.

• Hybrid Flexibility: Enjoy a balanced lifestyle with 3 days Work-From-Home (WFH) per week.

• Stability + Upside: Secure a full-time basic salary (up to $5.5k) plus a highly competitive commission scheme.

Key Responsibilities

• Consultative Sales: Rapidly engage with inbound inquiries to convert interest into issued policies.

• Relationship Management: Act as a professional point of contact for ongoing service and annual reviews.

• Target Achievement: Consistently meet monthly objectives by optimizing your product mix and pipeline.

Requirements

• Experience: Minimum 2 years in Life/Health Insurance or high-volume sales environments (Telesales or Call Centers).

• Licensing: Must possess M5, M9, M9A, and HI certifications. Additional certifications (BCP, PGI, M8) are highly advantageous.

• Tech-Savvy: Proficient with digital tools (Slack, Google Suite) and CRM systems.

• Mindset: Proactive, organized, and ready to thrive in a fast-paced, data-driven environment.

Ready to scale your career and income with full administrative support?

The Client is an established private wealth platform and they are expanding their team of investment advisers to bring greater value to their clients.

Job Responsibilities

• Work closely with relationship managers to understand clients investment needs & preferences and risk appetite, thereafter, providing sound recommendations and advisory.

• An ideal candidate should have a strong understanding of investment products such as UTs, Bonds, Equities & structured products.

• Keep up with market trends & news and provide timely updates to the relationship managers & clients.

• Work together with the team and contribute to the production of collaterals for internal and external stakeholders.

• Adhere to all company policies & regulations.

Skills and experience required

• Minimum 3 years of relevant investment advisory experience

• Good communication & interpersonal skills

• Good understanding of financial markets & investment instruments

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

Reg. No. R2199597

BeathChapman Pte Ltd

Licence no. 16S8112

Are you a top-performing Finance Advisor tired of cold calling and roadshows?

Stop spending your energy on prospecting and start focusing on what you do best: advising and closing. We are looking for experienced professionals to join a leading fintech platform that is redefining the industry. We provide the infrastructure and a massive audience—you provide the expertise.

The Role

This is a performance-oriented position designed for those who excel at building rapport without the hassle of manual lead generation. You will manage a high volume of inbound inquiries and guide users through a digital-first advisory process.

• Warm Pipeline: Zero cold calling. Receive 400+ high-intent, platform-generated leads every month.

• Hybrid Flexibility: Enjoy a balanced lifestyle with 3 days Work-From-Home (WFH) per week.

• Stability + Upside: Secure a full-time basic salary (up to $5.5k) plus a highly competitive commission scheme.

Key Responsibilities

• Consultative Sales: Rapidly engage with inbound inquiries to convert interest into issued policies.

• Relationship Management: Act as a professional point of contact for ongoing service and annual reviews.

• Target Achievement: Consistently meet monthly objectives by optimizing your product mix and pipeline.

Requirements

• Experience: Minimum 2 years in Life/Health Insurance or high-volume sales environments (Telesales or Call Centers).

• Licensing: Must possess M5, M9, M9A, and HI certifications. Additional certifications (BCP, PGI, M8) are highly advantageous.

• Tech-Savvy: Proficient with digital tools (Slack, Google Suite) and CRM systems.

• Mindset: Proactive, organized, and ready to thrive in a fast-paced, data-driven environment.

Ready to scale your career and income with full administrative support?

Key Responsibilities

• Support and assist clinical departments in identifying, designing and building models where data analytics can be applied to generate insights and facilitate decision making for business operations.
• To provide guidance and support in charge codes creations while incorporating service and charge rules for departmental efficiency and cost effectiveness.
• Assist to prepare accurate and timely department financial report for analysis on a timely basis and decision-making.
• Key area of focus: impact of new service codes, impact of fee revision, workload and NPR trending for various stakeholders.
• Develop data analytics strategy and data collection framework; Extract, Transform, Load (ETL), interpret data and analyse results.
• Develop direct connectivity to visualisation & AI software. Build templates for regular reports (quarterly P&L, AH&P, IP income/exp, OP reports, OT margin reports).
• Provide on-going metrics for initiatives, contribution to improvements, as well as monitoring performance of decisions.
• To provide expertise in guiding clinical departments in charge code creation while incorporating service rule and charge rule logic for efficiency and cost effectiveness.
• Develop or tap on tools to automate preparation and presentation of measurements and metrics in the form of ppt, reports and dashboards.

Key Requirements

• Degree/Post-graduate in Accounting & Finance, Business, Statistics, Computer Science, Data Science or Mathematics, Economics, or related fields.
• Proficient in the use of SQL, Python, MS Excel (Advanced), Data Visualization tools (e.g. Tableau).

WA me at http://wa.me/+6598326219 or tele me at @sallytsin

For interested candidates, please send your most recent and updated resume to sallytsin@recruitexpress.com.sg

Tsin Chien Yee Sally
R25127272
Recruit Express Pte Ltd
EA License No. 99C4599

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

Job Responsibilities

• Work closely with relationship managers to understand clients investment needs & preferences and risk appetite, thereafter, providing sound recommendations and advisory.

• An ideal candidate should have a strong understanding of investment products such as UTs, Bonds, Equities & structured products.

• Keep up with market trends & news and provide timely updates to the relationship managers & clients.

• Work together with the team and contribute to the production of collaterals for internal and external stakeholders.

• Adhere to all company policies & regulations.

Skills and experience required

• Minimum 5 years of relevant banking sales experience

• Good communication & interpersonal skills

• Good understanding of financial markets & investment instruments

mailto:claudiaw@morganmckinley.comOnly shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

Reg. No. R2199597

BeathChapman Pte Ltd

Licence no. 16S8112

Job Responsibilities:

· Support sales team with timely and accurate quotation preparation

· Prepare and dispatch Quotation Highlights and monthly reports promptly

· Generate policy illustrations using insurers’ proprietary software

· Respond to enquiries from both internal and external stakeholders

· Provide timely support to consultants and bankers, including preparing and couriering client proposals for meetings

· Data entry into the system accurately

· Adhoc tasks and projects as assigned

Job Requirements

· Minimum Diploma in a related discipline

· Minimum 1 year of relevant experience

· Able to start immediately or within short notice

Interested candidates, kindly email your detailed resumes in MS word format to joseph.koh@ambition.com.sg

Attention to Joseph Koh Wei Jie (R1873431)

Shortlisted candidates will be notified

www.ambition.com.sg

EA Registration Number: R1873431

Data provided is for recruitment purposes only

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

Banking Sector Client: Training Programme Details

- There will be a 1-2 months training programme whereby you will be required to pass a role-play & technical assessment in order to be posted to your work teams (2 attempts given)

- Minimum attendance required (95%) in order to pass the training programme.

Shift Timings

Weekends/PHs shift

Working Hours : 5 working days, 1 rest day and 1 off day per week

42.5 hours per week

Staggered shift hours : 8.5 working hours between 7 am to 10pm + 1-hour meal break in between

Rest Day and Off Day : Scheduled by Client (1 weekday + 1 weekend, non-consecutive)

Or otherwise advised by the Client

· Ensures highest standard of service delivery to our customers.

· Respond and react in a timely manner to escalate fraud / scam service request.

· Investigate transactions flagged as suspicious timely.

· Maintains confidentiality of the Bank’s customers and data.

· Identifies and resolves customer issues and enquires received via calls platforms completely, accurately within the committed turnaround time and in accordance with Contact Centre standards to ensure contact handling accuracy and operational effectiveness

· Educates the customer about the Bank’s products and services and directs them toward available resources for self-help.

·  Resolves customer enquiry, request and feedback to the satisfaction of the customer, and complete accurately the necessary documentation and subsequent solutions.

· Ensure group compliance & control standards are observed and met in the execution of customers’ transaction requests

·  Uses technology and system tools as directed and within established guidelines.

· Ensures knowledge is up-to-date by participating in individual and team trainings, meetings and reading the information posted in the Contact Centre’s knowledge management system.

·  Keeps abreast with current issues in the banking environment and competitors’ innovations.

Job Requirements

· Degree/ Diploma in any discipline.

·  Although preferred, previous experience in Call Centre, a financial services or Fraud setting is not essential. Our dedicated onsite Training team will provide you with a specifically designed training programme and support in your new role; and to enable you to develop and provide ongoing training for all team members.

· Possess a positive mindset with a “CAN-DO” attitude a and passion to deliver quality customer service.

·  Possess a pleasant voice, excellent comprehension, communication, interpersonal skills and work etiquette.

· Possess good command of written and spoken English.

· Good analytical skills; passion for working and is good in working with numbers.

· Resourceful, proactive, results-driven, attentive to details and a good team player who likes to work in a fast-paced changing environment.

· Passion for working, responsible and with good working attitude.

· Proficient in PC skills including MS Office applications.

· Ability to work on staggered/rotational shifts including weekends and Public Holidays to support 24x7 Contact Centre service operations.

· Liaising and Escalating with relevant BUs / Compliance to meet MAS Compliance and Regulatory standards.

(PDPA & MAS Notice 626)

· Gathering Evidence for Scam Report and Escalating to relevant BU for Touchpoint / Investigation /

Compensation within stipulated timeframe

· Understanding Fraud & Scam Terminology and Methodologies.

· Advisory & Prevention of Bank's Customers from Pig Slaughtering Scam, Jobs Scam, E-Commerce Scam, Phishing Link Scam (Tokenised / No chargeback right transaction, Phishing Impersonation (Government

Impersonation / Friends Scam), Investment Scam, Sex Scam, Love Scam.

· Handling Reporting Mule Accounts / Funnel Accounts.

The Client is an established private wealth platform and they are expanding their team of investment advisers to bring greater value to their clients.

Job Responsibilities

• Work closely with relationship managers to understand clients investment needs & preferences and risk appetite, thereafter, providing sound recommendations and advisory.

• An ideal candidate should have a strong understanding of investment products such as UTs, Bonds, Equities & structured products.

• Keep up with market trends & news and provide timely updates to the relationship managers & clients.

• Work together with the team and contribute to the production of collaterals for internal and external stakeholders.

• Adhere to all company policies & regulations.

Skills and experience required

• Minimum 3 years of relevant investment advisory experience

• Good communication & interpersonal skills

• Good understanding of financial markets & investment instruments

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

Reg. No. R2199597

BeathChapman Pte Ltd

Licence no. 16S8112

Key Highlights:

• Office Hours: Mon–Thu 9:00–6:30 | Fri 9:00– 6:00
• Work Location: The Treasury, Singapore (Clarke Quay MRT Station)
• Contract Duration: 6 months (Extendable)
• Salary: $15.00 – $16.00 per hour
• Gain hands-on experience in finance systems implementation and public sector workflows. Understand system controls, budgeting processes, and end-to-end project implementation cycles.

Key Responsibilities:

• Assist in facilitating user engagement workshops for the implementation of a Financial Planning system, including gathering business and design requirements
• Support system enhancements and user acceptance testing for new feature releases
• Maintain master data in the system and support budgetary operations to ensure completeness for planning and control processes
• Organise and maintain project documentation, including Standard Operating Procedures (SOPs)
• Support ongoing system and process improvements

Key Requirements:
Functional / Technical Competencies

• At least a Diploma in Accountancy, Business, Finance, IT, Systems, or related fields
• Interest in operations and technology (Ops-Tech) roles
• Basic understanding of finance processes
• Prior exposure to finance systems or implementations is an advantage

Generic Competencies

• Strong analytical, critical thinking, and problem-solving skills
• Good time management and ability to handle multiple tasks
• Meticulous, organized, and a team player who can also work independently
• Good communication and presentation skills

Only shortlisted candidates will be notified.

By submitting your resume or personal data, you consent to BGC Group Pte Ltd collecting, using, and disclosing your personal data to our clients and partners for the purpose of evaluating your suitability for job opportunities and related recruitment services. You acknowledge that you have read, understood, and agree to our Privacy Policy for Job Applicants, available at https://bgc-group.com/notice-for-job-applicants.

BGC Group Pte Ltd (Outsourcing)

EA 05C3053

About Sedar Properties Group

Sedar Properties Group is a Singapore-based company driven by a singular belief: that investment returns and positive impact must go hand-in-hand. Our name, Sedar (Malay for "intentional” or “conscious”), is inspired by the resilient and timeless cedar tree, and reflects our purposeful approach to growth.

The Role: Investment Advisor

We are seeking an Investment Advisor to support our mandate for sustainable investments with a focus on the ocean. You will source, evaluate, and manage direct investments in early-stage startups (VC) and growth-stage companies (PE), as well as funds, specifically within our focus areas: ocean, built environment and logistics and supply chain.

Unlike a traditional fund, you will work directly for the CEO, helping to manage a permanent capital vehicle with a multi-decade horizon.

Key Responsibilities

1. Investment Sourcing & Execution

• Source investment leads in early-stage companies and funds in Southeast Asia aligned with Sedar Properties.
• Conduct in depth due diligence on potential investments, including the review of financial models (DCF, LBO, project finance for nature-based solutions), business plans and legal documents.
• Determine the most appropriate financial instrument and legal structure for each investment, balancing risk, return, and impact objectives.
• Prepare investment memorandums for the CEO.
• Manage relationships with co-investors, founders and GPs.

2. Operational Value Creation

• Actively support portfolio companies with fundraising, finance, business improvement, organisational management and other aspects.
• Work closely with founders to help them professionalize operations, implement financial controls, and scale sustainably, with the objective of achieving a successful exit.

3. "Blue Economy" & Ocean Focus

• Champion Sedar Properties passion for the ocean by identifying investments and opportunities that support ocean protection, restoration, decarbonisation etc, through ecosystem building and networking.
• Support partnerships with regional and global Ocean conservation organisations.

4. Regional Strategy

• Utilize your deep experience and connections in the Southeast Asia region (especially Singapore, Indonesia, Vietnam, Thailand, Philippines) to navigate local ecosystems.

Qualifications & Experience

Required:

• Education: Masters Degree (MBA, MSc Finance, Masters in Environmental Economics, or similar).
• Experience: Minimum 12-15 years combining: (1) direct investment experience in VC/PE growth in Southeast Asia, and (2) operational experience inside a start-up (founder, COO, CFO, or head of ops) managing legal, finance, or business improvement. Additional banking and consulting experience preferred.
• Technical Skills: Expert in financial modelling, due diligence, and financial instruments, as well as business strategy.
• Regional: Proven track record of working in Southeast Asia at least 5 years, with a network across multiple countries.
• Language: Basic knowledge of a regional language is a plus.
• Passion for the Ocean: Verifiable commitment – investment or operational experience in blue economy, circular economy or marine conservation.

Key Responsibilities

• Prepare and format PowerPoint pitchbooks and client presentations for Corporate & Investment Banking teams
• Ensure materials are aligned with internal branding and formatting standards
• Support bankers across regional offices on marketing materials and deal-related presentations
• Manage multiple requests under tight timelines with strong attention to detail
• Assist with template standardisation and continuous improvement of presentation materials

Requirements

• Experience in pitchbook / presentation support within banking, financial services, or professional services
• Strong PowerPoint and Excel skills with good formatting and design sense
• Detail-oriented, organised, and able to work in a fast-paced environment
• Comfortable working with regional stakeholders

Candidates who meet the above requirements are welcome to submit their updated CV for a confidential discussion.

Claire Ang (R22109899)
EA License: 22S1193

Job Duties:

• Accounts receivable
• Retail and non-retail AR — sales collection and reconciliation
• Bank statement reconciliation and reporting
• Back-end collection creation and refund processing
• Finance support & reporting
• Bank liaison and general insurance coordination
• Payment terminal arrangement and follow-up
• Liaising with Company Secretary and Singapore Department of Statistics

Job Requirements:

• Diploma or Degree in Accounting / ACCA (fresh graduates welcome)
• Experience in AR, AP, or GL accounting functions
• Intermediate to advanced MS Excel skills
• Meticulous, analytical, and comfortable in a fast-paced environment

Salary Range: $2,800 - 3,300 per month
5 days work week (Mon - Fri)
9AM - 6PM
Tampines Location

Liz Ooi Li Chen (R1104561)
Recruit Express Services Pte Ltd (13C6614)

Accident Claim Advisor

Salary: $2500 - $3500

Job duties:

• Assess and review accident-related claims to determine the appropriate compensation amount.
• Liaising with claimants, insurance providers, and other stakeholders to obtain necessary information and documentation.
• Prepare detailed cost estimates for repairs, replacement of damaged items, and any other related expenses.
• Ensuring all claim-related processes and documentation are in compliance with company policies and industry regulations.
• Provide support and advice to the claims team on technical and legal aspects of accident-related claims.
• Stay updated in industry trends, regulations, and best practices.

Requirements:

• At least 1-3 years of experience in the insurance or claims industry, preferably in a similar accident claim estimator role.
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• A thorough understanding of industry regulations, policies, and best practices related to accident claims
• Proficiency in using relevant software and systems for claim processing and documentation
• A keen eye for detail and the ability to work under pressure to meet deadlines

Working location:

Yishun

Working hours:

Monday to Friday, 9.30am to 5.30pm

Saturday, 9.30am to 12pm

For more information or interested candidates, please reach out via WhatsApp to 96303439 or gwen@lightverse.com.sg.

EA License No. : 22C0937

EA Personnel No. : R23118390 (Gwen Lim)

Job Purpose

To manage motor insurance claims efficiently by guiding claimants, coordinating with internal and external stakeholders, and ensuring optimal claims recovery and defense to minimize company losses.

Responsibilities

• Manage accident reporting and explain claims process to customers, e.g. Bus Captain, Taxi/Private Hire Vehicle Hirer, Relief driver, etc.
• Exercise good claims management to achieve KPI target for claims result.
• Being part of the team, to ensure company’s losses are recovered from third party or to defend the claims from claimants arising for road accident.
• Arrange with workshop or relevant parties to liaise with third party insurers/workshops, solicitors, passengers on behalf of SMRT Buses / Strides Premier Fleet of Vehicles.
• Coordinating and liaising with the relevant departments in SMRT Buses / Strides Premier Fleet of vehicles or its other associates and agents in the pursuit of any claim.

Qualifications & Work Experience

• Candidate must possess at least a Certificate or Diploma in General Insurance.
• Minimum with 2 years’ experience in processing Motor insurance claims.
• Results-oriented and effective team player with an eye for details and business processes in a dynamic environment.
• Possess strong analytical skills to identify cause of problems & recommend solutions.
• Good negotiation, problem solving, and analytical skills
• Possess excellent written and verbal communications skills PC Skills:
• Proficient in Microsoft Windows, Word, Outlook and Excel.