Total 86 Fresh/Entry Level Finance / Banking / Insurance job vacancies

Responsibilities

• Provide support and guidance to Front Office throughout the documentation/form completion process
• Prepare regular reports for Management review
• Review documentation requirement and completeness
• Ensure all files are stored and maintained accordingly
• Ensure timely processing of static data updating request
• Appropriate and confidential handling of client data and information
• Administer request from internal regulators, internal stakeholders with respect to audit review
• Assist with ad-hoc duties as assigned

Requirements

• Proficient in Microsoft Office

Interested applicants please email your resume to meganng@recruitexpress.com.sg
Megan Ng Su Ting (CEI: R23115059)
Recruit Express Pte Ltd
EA Licence No: 99C4599

*** We regret that only shortlisted candidates will be contacted.

The PortfolioSales Team is an established telesales team which market solely onCredit Card and Cash plus Personal Loans and Balance Transfer Unsecuredfacilities.

Besides the normal due diligence infiltering qualified candidates, please ensure and communicate the below to allpotential candidates.

Job description

·       Primary focus of sales acquisition is to make outbound calls to existingcustomers through leads given to acquire new unsecured loans sales.

·       Achievement of Daily / Weekly / Monthly Sales Targets.

·       Possess a sales-focused attitude with a willingness to servicecustomers.

·       Ability to recommend and persuade customers with regards tounsecured retail banking products.

·       To follow up on income documents and any other relevantdocuments required for application submission.

·       5 days’ work week, Over-Time applicable whenever required byManagement.

Job Requirements

·      Minimum 21 years of age and relevant sales experience preferred.

·      Energetic and proactive personality.

·      Good Communication Skills.

·      Highly Motivated to have a career in Banking Sales.

·      Minimum N-Level holders and above.

·      Highly Sales driven to achieve Sales Targets and able towork in fast paced environment.

·      Preferred Age Group: 21 – 39 years old.

·      Ability to perform multiple tasks in a fast-paced environment.

Able to work independently in a team-orientedenvironment

• Ensure accurate policy details (validity, policy number, coverage) input to prevent rework or manual corrections to achieve higher STP rates.

• Cross-check different system.

• Document preparation task including merge, split documents in one submission by determine the policy benefits and provider types.

• Optimize workflows based on high volume claims and achieve it within same day turnaround time.

• Liaise with and follow up with claimants, policyholders and agents on outstanding requirements (if any)

• Build collaborative relationships with and ensure that claims registration are well managed for both internal and external key stakeholders (i.e policyholders, distribution servicing rep) to achieve claims business objectives.

• Suggest and participate in process improvement projects/ initiatives/ system enhancement, including establish claims best practices.

• Any other ad-hoc assignments assigned by supervisor.

Interested candidates, please email your resume to annasee@recruitexpress.com.sg

Anna See Sing Yee

CEI Reg R25157535

Recruit Express Pte Ltd

EA License No: 99C4599

We regret that only shortlisted candidates will be contacted

Responsibilities

• Process corporate action events for Singapore and Foreign markets
• Ensure accuracy, timeliness and no disruption in daily business duties
• Attend to internal and external customers’ queries received from internal Business units
• Any other ad hoc duties as assigned

Requirements

• Proficient in Microsoft Office
• Experience in admin functions

Interested candidates, please email your resume to meganng@recruitexpress.com.sg
Attention to: Megan Ng Su Ting (CEI: R23115059)
Recruit Express Pte Ltd
EA No. 99C4599

*** We regret that only shortlisted candidates will be contacted.

Responsibilities

• Responsible for day-to-day delivery of effective and efficient support to distribution partners and channels, encompassing routine and structured duties
• Drives partners and advisers life cycle management
• Assist with administration matters such as data entry into system, respond to enquiries from external distribution partners, verify details and provide support for trainings organized
• Assist with any other ad-hoc duties assigned

Requirements

• Diploma/Degree in any relevant fields
• Proficient in MS Office

Interested applicants please email your resume to meganng@recruitexpress.com.sg
Megan Ng Su Ting (CEI No.: R23115059)
Recruit Express Pte Ltd
EA Licence No: 99C4599

*** We regret that only shortlisted candidates will be contacted.

Responsibilities

• Process day to day entries of transactions into system
• Liaise with internal and external clients on documents as and when required
• Provide administrative support to the team such as filing, data entry and reconciling of reports
• Assist with ad-hoc duties as assigned

Requirements

• Proficient in Microsoft Office

Interested applicants please email your resume to meganng@recruitexpress.com.sg
Megan Ng Su Ting (CEI: R23115059)
Recruit Express Pte Ltd
EA Licence No: 99C4599

*** We regret that only shortlisted candidates will be contacted.

About the job

Investment Trainee

Pinnacle Consult Pte. Ltd. | Singapore

About Pinnacle Consult

Pinnacle Consult is a premier wealth advisory platform focused on developing the next generation of investment and financial professionals. We provide structured training, mentorship, and real client exposure to help ambitious individuals build a long-term career in wealth and investment management.

Our team works with professionals, business owners, and families to design strategies across investment management, risk planning, estate planning, and wealth preservation.

Role Overview

The Investment Management Trainee (IMT) programme is designed for individuals who aspire to build a career in investment advisory and wealth management.

Through structured training and mentorship, trainees will develop strong foundations in financial markets, portfolio construction, and client advisory.

Successful trainees will progress to become Investment Consultants / Wealth Managers managing their own client portfolios.

Key Responsibilities

• Learn portfolio construction and asset allocation strategies

• Analyse global financial markets and investment trends

• Assist in designing investment solutions for clients

• Support senior advisers in portfolio reviews and client servicing

• Participate in client meetings and investment discussions

• Build relationships with new clients through networking and referrals

• Develop knowledge across investment funds, equities, fixed income, and structured solutions

• Stay updated on macroeconomic developments and market movements

We are seeking enthusiastic Fresh Graduates to join our structured training development program. This entry level role is designed for University or Polytechnic graduates looking to kick start their careers with no prior experience in finance.

Job Responsibilities

• Manage financial and investment portfolios for corporate (B2B) and individual (B2C) clients on Investment, Risk, and Asset Management.
• Analyze financial markets and investment funds across asset classes including Equities, ETFs, Bonds, and Unit Trusts.
• Provide integrated financial solutions focused on Wealth Preservation, Partnership Management, Estate Planning, and Business Succession Planning.
• Onboarding of clients' investment portfolios through iFast Central.

Required competencies and certifications

• Ability to work independently and collaboratively within a team setting
• Academic qualification equivalent to one of the following:
  GCE 'A' Level certificate;
  International Baccalaureate Diploma; or
  Diploma awarded by a Polytechnic in Singapore

Job Type

• Entry level role. Full-time and part-time positions available.
• Open to Career switchers, Undergraduates, and Fresh graduates with no prior finance or investment experience
• Flexible working hours, work from home option available.

Other Information

• Career advancement opportunities to senior executive and managerial roles
• Comprehensive structured training program with one-on-one mentorship
• Supportive and collaborative team culture promoting work-life balance
• Performance-based incentives and bonuses

• Support sales and relationship managers with customer outreach and follow ups

• Assist in the preparation, checking, and submission of application documents

• Perform basic data entry and system updates

• Coordinate with internal teams to track application progress

• Handle simple customer enquiries and redirect when necessary

• Ensure documentation complies with bank policies and procedures

• Carry out general administrative and ad hoc duties

Interested candidates, please email your resume to annasee@recruitexpress.com.sg

Anna See Sing Yee

CEI Reg R25157535

Recruit Express Pte Ltd

EA License No: 99C4599

We regret that only shortlisted candidates will be contacted

Job Description & Requirements

Roles & Responsibilities

Key Responsibilities:

• Financial Analysis:Assisting with the analysis of financial assets, tracking investment performance, and evaluating risk.
• Portfolio Management:Helping to manage and monitor investment portfolios, potentially providing support to clients' investment strategies.
• Research and Reporting:Conducting research on specific industries, developing financial models, and assisting with the preparation of financial reports.
• Client Interaction:May involve interacting with clients, providing investment recommendations, and assisting with client events.
• Professional Development:Participating in training programs, gaining exposure to investment scenarios, and developing skills in financial analysis and portfolio management.

Skills Required:

• Strong analytical and numerical skills.
• Excellent communication and interpersonal skills.
• Ability to work under pressure, meet deadlines, and multi-task.
• Proficiency in financial modeling and market analysis.
• A good understanding of financial markets and investment principles.

Career Path:

Investment trainee roles are often a stepping stone to more advanced positions such as investment analyst, portfolio manager, or fund manager.

Responsibilities

• Manage walk-in policyholders’ and Financial Representatives’ queries / requests on policy related matters queries/requests
• Assess and manage appeals, feedbacks and minor complaints from policyholders, Financial Representatives and business partners
• Manage customer feedbacks/complaints with a good closure within the operational turnaround time
• Ensure unresolved issues over the counter are promptly followed up within stipulated time
• Assist with other ad-hoc duties assigned

Requirements

• Diploma/Degree in any relevant disciplines
• Proficient in MS Office

Interested applicants please email your resume to meganng@recruitexpress.com.sg

Megan Ng Su Ting (CEI No.: R23115059)

Recruit Express Pte Ltd

EA Licence No: 99C4599

*** We regret that only shortlisted candidates will be contacted.

Labrador Park

ASAP to end Oct 2026

9AM to 6.30PM Monday to Thursday, and 9AM to 5.30PM Friday

Responsibilities

• Internet Banking Testing - To assist in user acceptance testing for UOB Internet Banking.
• Mobile Banking Testing - To assist in user acceptance testing for UOB TMRW.
• ICH Testing - To assist in user acceptance testing for Integrated Multi-Channel Host.
• Ad-hoc duties as and when assigned.
• Perform manual testing for functional testing and regression testing.
• Track and monitor testing progress and defect resolution.
• Provide regular test progress to Team lead.
• Assist in admin work like data update and other ad hoc projects as assigned by the supervisor.

Requirements

• Diploma in any field
• Require to commit overtime on weekdays and sometimes on weekends, until 8pm/ 9pm during peak period

Jessica Nguyen Huynh Thanh Truc

CEI Reg. No. R23113787

EA License No. 99C4599

We regret that only shortlisted candidates will be notified.

Location: Alexandra Road/ Tampines

Duration: 12 Months Contract

Working Hours: 9AM to 6.30PM Monday to Thursday, and 9AM to 5.30PM Friday with 1 Hour meal break

Responsibilities

You will be responsible for providing administrative and admin support to management teams or product areas. Specializes in providing administrative and secretarial support for a department or group of individuals.

Responsibilities may include meeting coordination, supplies and equipment ordering, assistant coordination, payroll for staff eligible for overtime, and overtime reports.

• Process Customer/ Account Maintenance requests for Individual Customers

  Complete all data maintenance requests with accuracy and within the agreed Service Level Agreement

  Other admin and ad hoc backend projects or duties, as assigned

Job Requirements:

• Min. Higher Nitec/ Diploma in any field
• No training required, on job training provided

Jessica Nguyen Huynh Thanh Truc

CEI Reg. No. R23113787

EA License No. 99C4599

We regret that only shortlisted candidates will be notified.

Job Summary

Support technology finance operations by generating financial reports, managing budgets, and overseeing IT asset management to optimize spend and ensure compliance within a technology-driven environment.

Responsibilities

• Generate and analyze PR/GR and financial reports using SAP and enterprise systems to support accurate financial decision-making.
• Process invoice payments and reconcile technology-related expenses to maintain timely and accurate financial records.
• Maintain data integrity across financial systems to ensure reliable reporting and compliance.
• Collaborate with senior technology leaders to monitor and optimize budget utilization for IT projects and operations.
• Support renewal and budgeting processes for software and hardware contracts to ensure cost-effective technology investments.
• Assist in managing project budgets by tracking spend against forecasts and identifying variances for corrective action.
• Prepare monthly financial dashboards and insights to inform the Technology Finance team’s strategic planning.
• Oversee IT asset management, including inventory tracking, issuance, and decommissioning of laptops and hardware to maintain asset accuracy.
• Ensure compliance with internal controls, accounting policies, and audit requirements to uphold financial governance standards.

Required competencies and certifications

• Experience in a finance role within a technology-driven environment, financial institution, or consulting firm (minimum 1 year) or relevant internship experience for fresh graduates.
• Proficiency in Microsoft 365 tools, especially Excel, Outlook, and SharePoint, to perform data analysis and communication tasks effectively.
• Strong analytical skills to interpret complex data sets and support financial modeling and reporting.
• Excellent written and verbal communication skills to engage stakeholders across technical and non-technical teams.

Preferred competencies and qualifications

• Working knowledge of SAP (PEMS or similar ERP systems) to generate and analyze financial reports efficiently.
• Experience with financial modeling and data analysis to enhance budgeting and forecasting accuracy.
• Solid understanding of financial treatment for technology expenses, distinguishing CapEx from OpEx.
• Experience with IT asset lifecycle management to support accurate tracking and control of technology assets.

Allegis Global Solutions is the exclusive Contingent HR services provider for one of the world’s leading banks.

At Allegis Global Solutions we’re proud to be the leader in global talent solutions. We draw upon decades of industry expertise to develop innovative tools, products, processes and strategies focused on outcome.

Moreover, we’re incredibly proud to have built a culture that empowers our people to make their mark while making deep connections that will last a lifetime. With our passion and culture for talent, we are truly transforming the way the World acquires talent.

Our Client is one of the world's most international banks with over 1,100 branches, offices and outlets in 67 countries. They operate in some of the world's most dynamic markets and have been for over 150 years. More than 90 per cent of their income and profits are derived from Asia, Africa and the Middle East. Their brand promise, Here for good, underlines their distinctive approach.

JOB SUMMARY

Working as part of the Wealth Solutions Operations (WSO) team in Singapore to provide end-to-end governance and controls of Operational processes covering WS products supported by processing hubs and country. The incumbent will work with key stakeholders across Wealth Lending Operations, Corporate Actions, Settlements, Asset Transfers, Account Maintenance, Tax Operations and support Product Managers, Country / Group related Projects and Process enhancements.

RESPONSIBILITIES

Strategy

• Support the Growth strategy of the Singapore franchise to become the leading wealth manager to affluent clients.

Business

• To work with WSO’s stakeholders including COO, WL, Banca and CMPS Product Managers as well as hubs in India and Malaysia, Contact Centre &Client Experience teams. The job holder will also liaise with Compliance, Finance and other retail departments to achieve Business and Operational efficiency targets.

Processes

• To manage the preparation, printing and mailing of Advices, Contract Notes and termsheets. He/she also needs to be able to support general queries and process instructions relating to Wealth Lending. In addition, the jobholder will assist in the collation, preparation and submission of weekly &monthly MIS and prepare monthly updates for BGM/NFRF Project updates to Management. The job holder will also be responsible for reviewing DOIs from Country and processing hubs.  

People & Talent

• Quick learner, be a team player, be reliable, curious and able to escalate issues promptly where appropriate. Be comfortable working in a fast-paced environment and prepared to go the extra mile. 

Risk Management

• Support the Country Process Owner in the management of operational risk across processes to identify, assess, manage, mitigate, monitor, report and escalate operational and technology risks within the ambit of the Operational Risk Framework.

Governance

• Be responsible for assisting the Head of WSO SG in the governance of processing Hubs, Custodians and 3rd Party service providers including the conduct of service and periodic risk reviews, and managing all queries related to governance, regulatory and statutory issues.

QUALIFICATIONS

• 1-2 years’ experience working with Wealth Lending, Premium Financing, Leverage Financing and Capital Market products, open for fresh graduates.
• Providing support for various Wealth Lending operations processes within Country and Global Business Services (GBS).
• Providing support to Wealth Lending, Premium Financing Business timely.
• Supporting account opening, maintenance, margin calls, lending booklet.
• Participating in project initiatives and taking up ad hoc tasks as required
• Support regulatory fulfilment
• Can work independently and be a team player