Total 1,148 Manager level Finance / Banking / Insurance job vacancies

[Job ID: 1070953]

Join our Priority Banking – Offshore team as a Relationship Manager and shape the financial future of our high-net-worth clients.

We offer more than just banking; we provide bespoke wealth solutions. In this role, you will be the primary advisor, conducting consultative analysis to understand and meet the unique financial objectives of our offshore clients.

We are seeking a dynamic professional with at least 3 years of relationship management experience. Your expertise will be crucial in deepening client relationships by providing insightful market updates and trend analysis. If you are driven to exceed targets and thrive in a collaborative, high-performing environment, this is your opportunity to build a rewarding career with a leading international bank.

Responsibilities:

• Perform comprehensive financial needs analysis and client profiling to identify investment objectives and risk appetite.
• Manage and expand offshore high‑net‑worth client portfolios through proactive relationship management and advisory engagement.
• Provide regular market updates, portfolio reviews, and insights across local and international wealth products, with a focus on Malaysia‑linked markets.
• Recommend suitable banking, investment, and wealth management solutions aligned to clients’ financial goals.
• Work closely with team managers to develop and execute monthly sales strategies to meet and exceed revenue targets.
• Support client acquisition initiatives through marketing campaigns, events, and referral activities.
• Ensure full compliance with regulatory requirements, internal policies, and ethical standards at all times.

Requirements:

• Minimum 3 years of experience in relationship management, priority banking, private banking, or wealth management within financial services.
• Strong knowledge of wealth management products, banking processes, and advisory‑led sales models.
• Experience or exposure to offshore banking markets is an added advantage.
• Proven ability to manage high‑net‑worth client relationships and achieve sales or revenue targets.
• Excellent communication and interpersonal skills with a consultative, client‑centric approach.
• Degree from a recognised institution.

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

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Tung Chi Jun (Deng Zijun)
EA Personnel Reg. no.: R25157470
EA License no.: 07C5771

Job Description & Requirements

Key Responsibilities

• Lead and supervise a team of 4 finance staff, providing mentorship, direction, and performance evaluation.

• Oversee full-spectrum accounting functions, ensuring accurate and timely month-end and year-end closing processes for both local Singapore operations and an overseas subsidiary.

• Review journal entries and reconciliation schedules, ensuring financial records are complete, accurate, and aligned with Singapore FRS/IFRS standards.

• Ensure financial reporting complies with all statutory and regulatory requirements.

• Act as the primary liaison with external auditors for both the Singapore entities and the foreign subsidiary, managing the end-to-end audit process.

• File GST returns accurately and on time.

• Review corporate tax calculations for Singapore operations and coordinate with external tax advisors.

• Support transfer pricing documentation and ensure proper treatment of intercompany transactions.

• Serve as a finance business partner to the overseas subsidiary, delivering financial analysis and guidance to support operations while ensuring adherence to internal controls, SOPs, and company policies.

• Prepare and present monthly financial forecasts and annual budgets for the overseas subsidiary.

• Assist with tax computations and transfer pricing documentation for the overseas subsidiary.

• Handle ad-hoc assignments, including government surveys and preparation of management reports as required.

Key Requirements

• Minimum 6–8 years of relevant accounting or finance experience, preferably within a regional or multinational environment.

• Strong technical knowledge of Singapore FRS/IFRS, GST, and corporate tax.

• Experience with audit and tax compliance across multiple legal entities.

• Familiarity with cross-border operations (experience involving the Middle East is a plus).

• Proficient in Microsoft Excel and Word.

• Proven experience managing a team.

• Experience with SAP is an advantage.

Education

• Bachelor’s degree in Accounting or Finance.

Job Responsibilities

• Handle full set of accounts including AP, AR, GL and bank reconciliation

• Prepare monthly/yearly financial reports, cash flow and management accounts

• Handle costing and manufacturing accounting functions

• Monitor inventory, production costing and stock reconciliation

• Handle GST submission and liaise with auditors, tax agents, company secretaries, banks, government authority and submitting surveys

• Process payroll, CPF contributions, IR8A submission and include work permits applications and renewals

• Maintain and update accounting, payroll and ERP system

• Manage HR matters including staff records, leave and onboarding

• Oversee office administration and general documentation

• Maintain and update accounting, payroll and ERP system

• Provide basic IT coordination and software support for office operations

• Liaise with software vendors for payroll, accounting and ERP systems

• Ensure compliance with accounting standards and statutory requirements

• Support management on finance, operational matters and ad hoc requirements
  

Requirements

• Diploma or Degree in Accounting, Finance or related field

• At least 5 years of relevant working experience in accounting, HR and payroll

• Experience in manufacturing accounting and costing is preferred
  

HOW TO APPLY:

Interested applicants, please click on “Apply Now” or submit your resume to ref71@trustrecruit.com.sg

We regret only shortlisted candidates will be notified.

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Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Lee Jia Xiang

EA Personnel Reg No: R25158171

About Us:

From business process re-engineering to global business expansion for Japanese corporations, ABeam Consulting has served our clients through more than 40 years of growth. With our vision of being the No.1 global consulting firm from Asia, ABeam Consulting helps our clients take on the challenge of business transformation. With 4,400 consultants in Japan, and3,100 in overseas offices concentrated in Asia, our 7,500 consultants and global alliance partners provide truly comprehensive services.

Responsibilities:

• Provide system enhancement support by following up progress with Head Office and Singapore, giving feedback, and supporting QA.
• Handle customer migration by making announcements, explaining data format requirements, and arranging penny tests.
• Manage interbank data exchange area migrationby announcing to banks, clarifying data format requirements, and coordinatingpenny tests.
• Oversee overall task progress and resolveissues.
• Review To-Be plan documents in the project.
• Conduct Fit-Gap analysis.
• Define requirements from a Transaction Banking business perspective, summarize them, and provide feedback to the team.
• Arrange and lead internal and inter-departmental discussions with client departments.
• Collaborate with ABeam members assigned to the project.

Requirements:

• Bachelor's degree in any related fields.
• Minimum with 5-8 years proven consulting orBusiness Analyst experience in a reputable or established consulting firm.
• Experience working and supporting client’s banking system projects is highly preferred.
• Experience as a Business Analyst or Consultant in banking, specifically in payments or transaction banking (cash management).
• Strong understanding of payment data formats such as MT101, MT103, pain.001, pacs.008, camt.053, camt.052, MT940, MT942.
• Strong consulting skills including logical thinking, issue resolution, communication, meeting facilitation, and documentation using Microsoft Excel and PowerPoint.
• Project management skills such as progress tracking, issue management, scope and change control, and vendor coordination.
• Motivation to study and quickly gain expertise in bank payment and Transaction Banking Cash areas as a Business Analyst is preferred.
• Good communication skill in both English and Japanese (Business-level proficiency as mandatory) to liaise with Japanese stakeholders and clients.
• High level of self-discipline, accountability, and motivation to learn the client’s business.
• Professional demeanor with the ability to proactively drive tasks and collaborate effectively with stakeholders.
• Experience in project management, including tracking progress, managing scope and issues, and vendor coordination is a plus.

Why Join Us

At ABeam Consulting, we place a strong emphasis on collaboration, and helping our employees grow and develop their skills, offering a supportive and empowering work environment. With a presence in multiple countries and a diverse range of clients, ABeam Consulting offers an exciting and dynamic workplace for individuals looking to build a career in consulting. ABeam Consulting has also recently joined SAP’s regional strategic partner initiative as their first regional partner in the region and has also been recognized by UiPath as a Diamond Partner in providing RPA solutions. With such accolades, we aim to continue driving enterprise and digital transformation initiatives in order to transform the way people work and communicate in the digital age. In addition, our industry team is working tirelessly in order to bring more solutions to the banking and finance sector.

We regret only shortlisted candidates will be notified.

Job Responsibilities

·     Prepare and submit quarterly and yearly statutory returns in accordance with MAS reporting requirements.

·     Execute and manage quarterly closing activities including preparing GL journal entries to ensure timely and accurate financial reporting.

·     Handle investment accounting including bank reconciliation and reporting of investment portfolios.

·     Review journal posting entries prepared by junior staff.

·     Prepare management reports and perform business analysis.

·     Prepare and filing of GST quarterly returns.

·     Review income tax computation.

·     Support financial audits by preparing schedule, reconciliation and documentation.

·     Perform balance sheet reconciliation and investigate variances.

·     Liaise with internal and external stakeholders.

·     Prepare annual reports in compliance with FRS 117.

·     Monitoring premium collection.

·     Assist in automation of reporting processes, participate in accounting system upgrades and enhance internal controls.

·     Assist in GST ACAP and system enhancement projects.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• Professional qualification (e.g., CA, CPA, ACCA) preferred
• Minimum 6 years of relevant experience, with:
• Experience in general insurance accounting 
• Prior external audit experience 
• Strong knowledge of investment accounting 
• Hands-on experience preparing MAS regulatory returns for insurers
• Familiarity with Singapore Financial Reporting Standards (SFRS) and insurance-specific standards
• Strong analytical and problem-solving skills
• High attention to detail and ability to meet tight deadlines
• Proficient in accounting systems and Excel
• Strong communication and stakeholder management skills.

Wealth Planning Manager

Basic up to $4200 Plus monthly $300 allowance and Commission

Banking working environment

Fantastic Career Progression

Description

• Highly motivated individuals to promote and acquire new and existing customers by selling the value propositions of banking facilities to various consumer segment
• Engage & build good relationships with customers, generate sales referrals & deliver good client experience
• Good follow-up skills and ensuring customers' applications and documentation are completed for processing timely
• Requires to meet performance standards, business goals, and sales targets
• Able to present effectively and communicate comfortably to customers face-to-face or through telemarketing activities

Qualifications

• Minimum Diploma qualifications
• The candidate must be confident, meticulous, possess good interpersonal and follow-up skills
• Candidate needs to have good communication & customer service skills
• Sales-oriented and self-motivated candidate to excel in sales targets and goals
• A team player with the ability to multi-task & thrive in a banking sales environment
• Computer literate, proficient with use of MS Office & Outlook
• Candidates without sales experience may apply

For faster response, please email your updated resume in MS Words format with the following details to steven@starrecruitment.com.sg

1) Last Drawn Salary
2) Expected Salary
3) Reason(s) for Leaving
4) Availability Period

Steven Chan
Registration No: R1105423
EA License No: 08C5257

Dear Applicant,

If you or someone you know isinterested, please send the CV directly to VeronicaE@evolutionjobs.sg (mostpreferred, as I may overlook some CVs due to the high volume).

Please note that visasponsorship is not available at this time.

JD

Key Responsibilities:

• Participate in end-to-end projects for system implementation of KYC and AI related system integration with other AML systems
• Lead pre-project planning activities for technical delivery and contribute to architecture and functional specification, delivery plan, technical design, cost estimation, and resource plan
• Communicate complex technical solution to other teams and business users in layman’s terms
• Coordinate technical implementation activities across application teams to ensure non-event production cutover and adequate post implementation support
• Engage and collaborate with Architects, Security and Development Lead to ensure solution design complies with enterprise design principles, security and control standards
• Plan technical deliverables, perform design and development works to meet project’s requirements within schedule
• Provide status update related to technical delivery and escalate issues that impacts project schedule on timely basis and propose workarounds/resolutions
• Create technical documents for the solutions. Compile timely, comprehensive, and accurate documentation as requested
• Work with production support team members to conduct root cause analysis of issues, review new and existing code and/or perform unit testing
• Partner with Test Management teams to ensure completion of SIT, UAT, performance / load testing and application security testing with quality result
• Liaise with other application teams and business users to prepare test cases and test data prior to testing in UAT and Mock Run environment
• Manage project change request approval windows and deployment schedule
• Facilitate and provide technical and testing support before and after production deployment
• Liaise with other units across IT and Business in the organization
• Manage external vendors for project delivery within schedule

• Responsible for full set of accounts, including preparation of management accounts
• Ensure the timely closing of accounts and preparation of consolidation schedules
• Work with stakeholders in other finance functions and Finance Shared Services Centre to prepare financial reporting, tax reporting, statutory reporting and ad-hoc reporting for assigned entities
• Work closely with Finance Business Partners to monitor and manage cash flow, including intercompany loans and working capital requirements
• Support operations by liaising closely with line of businesses
• Support the internal and external audit processes.
• Preparation of tax computations and support in clarification of tax queries
• Review of bank & intercompany reconciliations and GST filing
• Preparation of statutory financial statements & XBRL filing
• Perform finance analysis which includes revenue and expense analysis at cost center level
• Perform compliance checks on internal processes
• Supervise and guide team members
• Other ad-hoc assignments including, but not limited to, system project assignments etc.

Job Requirements:

• Recognised degree in Accounting or equivalent professional qualification, preferably CA 4-6 years of relevant working experience, ideally with initial years in a Big 4 audit firm followed by commercial experience
• Conversant with Singapore Financial Reporting Standards (International) and other regulatory compliance requirements of listed companies
• Self-driven, meticulous, energetic, proactive, good team player, good interpersonal and communication skills, and a keen analytical mind
• Must be able and willing to accept intra-department or inter-division transfers/job rotations, and henceforth changes in work scope and responsibilities
• Proficient with MS Office applications and knowledge in SAP S4 Hana and One Stream consolidation system will be advantageous
• Application submission to include appraisals from existing and past employers
• Able to work independently and possess good communication skills
• Proficient in MS Office applications
• Knowledge of SAP S4, OneStream, and ticketing tools would be advantageous
• Must be able and willing to accept intra-department or inter-division transfers/job rotations, and henceforth changes in work scope and responsibilities

Company Overview

Our client is a leading international general insurance provider known for robust risk mitigation and a strong market presence. They focus on strategic talent development and succession planning to sustain long-term growth and compliance excellence.

Job Summary

This high-exposure strategic role supports the Head of Department by leading risk management and compliance initiatives, including governance frameworks, sanction compliance automation, MAS regulatory adherence, and advanced CDD protocols within general insurance.

Responsibilities

• Partner with the Head of Department to develop and enhance corporate risk governance frameworks and lead policy overhauls for strategic compliance initiatives
• Lead the Sanction Compliance function, managing its automation to optimize risk workflows and improve operational efficiency
• Serve as the subject matter expert on MAS regulations, ensuring the organization adapts promptly to regulatory changes
• Design and refine customer due diligence (CDD) and compliance protocols for complex general insurance products to mitigate risk
• Advise senior management with clear, confident communication of complex compliance issues and strategic risk considerations
• Maintain strict confidentiality regarding internal corporate strategies and sensitive information

Required competencies and certifications

• Demonstrated expertise in risk management and compliance within the general insurance sector, supported by at least 7 years of relevant experience
• Comprehensive, current knowledge of MAS regulations, notices, and guidelines essential for regulatory compliance
• Proven leadership skills or readiness to lead teams and drive technological transformation in compliance processes
• Strong communication skills to articulate complex compliance matters effectively to C-suite stakeholders
• Commitment to maintaining confidentiality and discretion in handling sensitive corporate information

To apply online please use the 'apply' function, alternatively you may contact Lynette Lim.

(EA: 94C3609/ R1435181)

[Job ID: 1059795] 
 

Job Summary:

Lead branch-level sales by delivering personalised wealth solutions and strengthening long-term client relationships in a dynamic banking environment.

Responsibilities:

• Conduct comprehensive financial needs analysis and client profiling to identify investment objectives.
• Build and maintain strong client relationships through regular portfolio reviews, market insights, and trend updates.
• Recommend and promote a broad suite of banking and treasury products, including structured notes, leveraged FX solutions, and corporate or sovereign bonds.
• Design and implement customised wealth management strategies covering bancassurance, lending solutions, and investment products.

Requirements:

• At least 1 year of sales experience in banking or wealth management.
• Diploma or Degree in any discipline from a recognised institution.
• Strong communication and interpersonal skills to effectively engage and manage client relationships.
• Results-oriented, proactive, and self-motivated with a strong drive to achieve sales targets.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities. 
 
Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/ 
 

EA Personnel Name: Tung Chi Jun (Deng Zijun) 
EA Personnel Reg. no.: R25157470 
EA License no.: 07C5771

[Job ID: 1070953]

Job Summary:

An exciting opportunity to manage and grow high‑net‑worth client portfolios by delivering tailored onshore wealth and priority banking solutions.

Responsibilities:

• Conduct in‑depth financial needs analysis and client profiling to understand investment goals and risk appetite.
• Build and strengthen long‑term client relationships through regular portfolio reviews, market insights, and wealth advisory discussions.
• Provide informed recommendations on local and international banking and wealth management products.
• Partner with team managers to develop monthly action plans to achieve and exceed individual and team sales targets.
• Support client acquisition and business growth through participation in marketing and promotional initiatives.
• Ensure all activities comply with regulatory requirements, internal policies, and ethical standards.

Requirements:

• Minimum 2 years of experience in relationship management within banking or financial services.
• Strong understanding of wealth management concepts, priority banking offerings, and banking processes.
• Knowledge or experience in offshore markets is an added advantage.
• Excellent communication and interpersonal skills with a client‑centric advisory approach.
• Degree from a recognised institution.

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

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Tung Chi Jun (Deng Zijun)
EA Personnel Reg. no.: R25157470
EA License no.: 07C5771

[Job ID: 1483219]

Job Summary:

The Small Business Clients segment in Business Banking (“BB”) aims to support companies with turnover of up to US$15m in Singapore by providing a comprehensive suite of financing solutions. As a Business Development Manager, you will actively acquire New-to-Bank (NTB) clients, cross-sell the full BB product suite to exceed quarterly sales targets, support team members where required, and deliver exceptional service that consistently earns positive client feedback.

Responsibilities:

• Acquire new‑to‑bank SME and small business clients to achieve quarterly revenue and sales targets.
• Cross‑sell a comprehensive suite of business banking products, including working capital and lending solutions.
• Conduct financial analysis to identify client needs and recommend appropriate corporate and personal banking solutions.
• Collaborate with internal product and credit teams to structure financing proposals and support deal execution.
• Ensure full compliance with internal policies, regulatory requirements, and credit underwriting standards.
• Provide timely follow‑ups and respond to client enquiries within established service timelines.
• Maintain high service standards to ensure strong client satisfaction and positive feedback.
• Guide and support junior team members for senior‑level appointments.

Requirements:

• Minimum 3 years of experience in SME banking, business banking, or commercial banking roles.
• Tertiary education qualification from a recognised institution.
• Solid understanding of working capital financing, business loans, and mortgage financing principles, including the TDSR framework.
• Familiarity with customer due diligence requirements, including FATCA and related regulatory processes.
• Strong awareness of the competitive SME banking landscape with the ability to position products effectively.
• Good financial analysis and credit assessment skills is an added advantage.
• Proficiency in Mandarin language for liaising with Mandarin‑speaking clients and stakeholders.
• Excellent negotiation, communication, and relationship‑building skills.
• Ability to identify client needs and deliver suitable banking and financing solutions.

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

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

https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Tung Chi Jun (Deng Zijun)

EA Personnel Reg. no.: R25157470

EA License no.: 07C5771

The Finance Manager will ensure accurate, timely, integrity and transparent financial transactions and information to support decision-making by management, the Board, and regulatory stakeholders. He/She will enforce compliance with the Charities Act and regulations, Charities Accounting Standard (CAS),strong internal controls, as well as support financial reporting, consolidation, budgeting, and mission-driven initiatives.

This is a strategic role requiring a strong financial background, sound judgment, and leadership skills to support sustainable growth and governance.

Under the direction of the Head of Finance & Governance, he/she will lead a team of staff to uphold the Mission and work in partnership with all other programmes/sectors to serve the holistic needs of the children and families. He/She will coordinate and support the Sector Managers in all matters pertaining to financial administration.

He/She will serve as an experienced role model to guide, mentor, and empower the Finance team while creating a positive work and team culture where members strive together to bring their best to the people we serve.

Critical Work Functions and Key Tasks

Financial Accounting & Reporting

• Manage full-spectrum of Finance and Accounting functions including leading month-end and year-end close processes of Canossaville’s financial results and reporting package, ensuring general ledger accuracy with sound understanding of accounting treatment in accordance with Charities Accounting Standard (CAS)
• Prepare monthly financial statements, review balance sheet schedules reconciliations, and investigate analysis for management
• Lead the coordination of external audits and act as the primary liaison with auditors, ensuring timely resolution of audit findings and implementation of corrective actions where required
• Manage month-end and year-end closing processes, and prepare monthly financial reports and analysis for Finance Sub-Committee, Management, Sectors and Departments
• Prepare cash flow forecasts to ensure sufficient funds for operational and expenditure needs
• Monitor banking transactions and review bank reconciliations

Finance Operations Oversight

• Review and oversee Accounts Payable (AP), Accounts Receivable (AR), payroll-related finance transactions, and cash management processes to ensure accuracy, completeness, proper authorisation, and timely processing
• Review payment vouchers, claims, journal entries, collections, and reconciliations to ensure compliance with internal controls, delegated authority limits, and organisational policies
• Monitor outstanding receivables and follow up on collections where necessary to support healthy cash flow management
• Ensure timely and accurate processing of vendor payments, staff claims, grant disbursements, and other financial obligations

Compliance & Controls

• Ensure proper authorisation, access control, and supporting documentation are in place for all bank account matters
• Act as the system owner for the accounting / EPR system (support implementation, upgrade and user training) and ensure system configurations align with accounting policies and operational requirements (where necessary)
• Maintain proper documentation of vendor contracts, accounting policies, SOPs, and workflows; ensuring adequate systems are in place for asset and facilities management
• Review procurement and vendor payment processes to ensure compliance with procurement policies, approval limits and value-for-money principles
• Drive continuous improvement initiatives to strengthen internal controls, improve efficiencies and support operational scalability
• Ensure compliance with guidelines set out in the Charity Transparency Framework and Code of Governance
• Support the Head of Finance & Governance in the risk management exercises and IPC status renewal processes
• Assist with preparation of Annual Report

Budgeting & Strategic Business Partnering

• Lead the Annual Budgeting process, mid-year budget review and overall budgeting cycle to drive financial planning and accountability
• Conduct monthly financial reviews with stakeholders, monitor budget performance and forecasts, and report variances to Management. Work with sector and department heads to review cost structures, resource requirements, and funding utilisation
• Lead budgeting and forecasting processes by providing accurate financial data and trend analysis

Fund Management & Grant Accountability

• Oversee the financial administration of grants, donations, designated funds and restricted funds to ensure compliance with donor requirements, grant conditions and regulatory obligations
• Monitor fund utilisation and ensure expenditure is aligned with approved purposes and funding agreements
• Prepare grant claims, fund utilisation reports and financial submissions required by funders and regulatory agencies
• Establish controls and reporting mechanisms to ensure transparency, accountability and stewardship of charitable resources
• Ensure proper accounting, tracking and reporting of donations, fundraising proceeds, designated funds and restricted funds in accordance with regulatory guidelines and donor requirements

Systems Development

• Establish and strengthen finance governance, internal controls, policies, SOPs, and approval frameworks
• Review and enhance department processes, workflows, documentation, and reports to improve efficiency, standardisation, and controls

Resource Management

• Work with the Head of Finance & Governance in the annual budget allocation exercise to ensure prudent spending and efficient resource utilisation across the organisation
• Ensure that his/her Team are equipped with the necessary resources and tools to perform effectively 
• Ensure resources are utilised in a cost-effective manner 
• Monitor and ensure spending is within the approved budget for the financial year

Supervision and Reporting

• Serve as the key liaison and provide secretariat support to the Finance Sub-Committee, including the preparation of financial reports, board papers, analysis, meeting materials, and follow-up on action items arising from meetings
• Act as the management representative to the Finance Sub-Committee, providing financial analysis, reports, presentations and recommendations to support effective governance and decision-making
• Prepare management reports and financial updates to the Management, Finance Sub-Committee and Canossaville Management Committee (CMC)
• Ensure that the Finance staff’s yearly performance targets are aligned with the Canossaville’s strategic focus areas
• Escalate key financial, compliance, audit, and governance matter to the Head of Finance & Compliance where appropriate
• Ensure that staff under care are growing professionally and achieving targets set for the year
• Conduct appraisals for direct reports, where applicable
• Lead, manage, nurture and develop the personal growth opportunities of staff, whilst ensuring that the working environment is safe and encouraging
• Provide technical guidance and quality review of work performed by Finance staff, ensuring consistency, accuracy and adherence to accounting standards and organisational policies

General

• Performs any other duties as assigned by the Senior Management

Education and Experience 

• Degree in Accounting, Finance or related discipline
• At least 5 years of relevant finance experience, including 2 years in a supervisory or managerial capacity
• Experience in social services, public sector, or grant-funded environments is highly preferred

Technical Skills and Competencies

• Experience in accounting software
• Strong in use of excel for analytics and PowerPoint for presentation
• Strong in internal control procedures
• Possess ability to apply critical thinking skills (observation, planning, analysis, review) to the workplace  
• Effective problem-solving and conflict resolution skills, when dealing with different stakeholders, including the Finance Sub-Committee and Management Committee members

Generic Skills and Competencies

• Excellent interpersonal and written communication skills
• Ability to collaborate, build and maintain strong relationships with different stakeholders
• Ability to create a positive work and team culture where members strive for the highest standards of work delivery
• Ability to work effectively in a team-oriented and multi-disciplinary environment
• Ability to adapt to change and a willingness to embrace new strategies and ways of working
• Has a strong learning agility and is resilient in managing change and ambiguity
• High level of self-management/ownership and ability to work independently with minimal supervision 
• Ability to function in a fast-paced environment with tight/competing deadlines by prioritising and managing multiple projects and tasks simultaneously
• Keen interest in continuous improvement and work excellence
• Highly meticulous and possess high degree of accuracy
• Resourceful and possess the ability to problem-solve with a macro-view
• High level of personal integrity

Job Description

• Responsible for engaging customers flagged by the anti-fraud system and managing end-to-end case handling.
• Leverage data insights to support the development and enhancement of anti-fraud business rules in compliance with regulatory requirements.
• Conduct quality assurance checks on FAA-related documentation to ensure accuracy, completeness, and regulatory compliance.
• Manage customer complaints with professionalism, ensuring timely investigation and resolution.
• Work closely with cross-functional teams to investigate, escalate, and follow up on anti-fraud cases.
• Prepare relevant business data and submission materials.
• Support additional duties and projects as assigned.

Job Requirement

• Bachelor’s degree or above with at least 1 year of relevant experience in wealth banking, anti-scam/fraud prevention, or customer service operations.
• Good understanding of wealth management products, banking operations, and FAA/MAS regulatory guidelines
• Strong communication skills in English and Mandarin, able to engage confidently with Mandarin-speaking customers
• Comfortable handling challenging conversations and sensitive customer situations
• Strong attention to detail with a high level of accuracy in document review and compliance checks
• Analytical mindset with curiosity to identify patterns, risks, and anomalies
• Proficient in Microsoft Excel and able to manage multiple priorities in a fast-paced environment

Main Purpose of Job:

To manage a team of Investment Analysts within the Asia Portfolio Management Team and to assist and lead elements of portfolio monitoring and construction across the suite of the AME investment proposition, which includes multi-asset fund-of-funds, discretionary and advisory model portfolios, and regular savings plans, across multiple currencies. The job holder is expected to:

• Lead and proactively evolve key processes that are foundational to the AME investment decision making.
• Deliver accurate and insightful analysis to improve understanding of existing positioning and to identify opportunities in pursuit of leading client outcomes.
• Support regular monitoring and commentary to deliver high quality reporting that is tailored to the end user, be it investment committees, senior management, the Partnership, or clients.
• Support the creation of evidence-based proposals for changes to portfolio positioning.

Key Responsibilities of the Job:

• Lead and support elements of the monitoring, design and change of the SJP AME multi-asset solutions to facilitate industry leading client outcomes.
• Take responsibility to maintain and proactively develop key elements of the investment process and frameworks, exploring opportunities to improve efficiency and lower risk.
• Lead the supervision and oversight of workflow from junior team members to ensure accuracy and exacting standards of reports and analysis are upheld.
• Highlight any key risks or considerations arising from the portfolio and fund monitoring process to the Asia Investment Committee.
• Ensure that monthly and quarterly (or ad-hoc) portfolio and fund reports for Partners are available in a timely manner, and that the portfolio management team is able to manage technical queries from partners.
• Provide investment expertise and knowledge to lead day-to-day operational/communications needs of the other Investment teams; and ensure internal compliance regulations complied with by flagging irregularities and potential risks.
• Periodic representation of the AME Portfolio Management team at group-wide governance forums as required.

Requirements of the Job:

Job Knowledge:

• Practical experience within fund research and/or applying portfolio construction theory.
• Ability to lead, manage, influence, and prioritize across multiple workstreams to ensure successful and timely outcomes.
• Ability to analyse large datasets, critically evaluate and enhance key investment processes.
• Adept and meticulous in being able to review large volumes of work and identify inconsistencies and errors.
• Advanced skills with Microsoft Excel, VBA, and PowerPoint, ideally with practical experience using programming languages such as python or R.
• Relevant professional qualifications such as CFA.
• Detailed understanding of financial markets and the fund management industry, with the ability to analyze the impact of the market environment and communicate this to a variety of stakeholders.

People Management Responsibilities:

• To manage a team of investment analysts, providing ongoing support and feedback to improve their skills and the performance of the team.

Problem Solving:

• Highly analytical with ability to solve complex problems under time pressure.
• Ability to autonomously work on problems, delivering clear and well thought through proposals to shape decision making.
• Ability to proactively develop new approaches and lead their implementation within existing processes.
• Comfortable managing conflicting priorities whilst maintaining standards of excellence.

Interpersonal Skills:

• Strong interpersonal, communication and presentation skills and the ability to adapt approach to suit the relevant audience which includes Senior Management, UK and Asia Investment Team, Compliance, and the Partners.
• Actively contribute to building a culture of excellence and accountability within the AME investment team and wider Investment Management division.
• Able to forge relationships with both internal and external stakeholders, whilst acting as a role model to more junior members of the team.