Total 242 hr associate job vacancies in Finance / Banking / Insurance category in The Philippines

Financial Analysis: Evaluating client creditworthiness, building financial models, and forecasting cash flows.

Portfolio Management: Managing client investment portfolios or assisting Relationship Managers in servicing institutional clients.

Execution & Operations: Processing loans (drawdowns, repayments), monitoring interest rates, and ensuring smooth deal closures.

Transaction Execution: Drafting and reviewing complex financial contracts (facility agreements, security documents).

Deal Types: Advising on acquisition finance, structured trade and commodities finance, fund finance, and asset-based lending.

Advisory: Conducting due diligence, reviewing terms for borrowers/lenders, and ensuring compliance with local (e.g., Singapore) or cross-border laws.

Job Purpose

Improve revenues by reducing bad debt exposure through the direct management of credit terms

Responsibilities

• Efficient Management of Drivers and Corporate Accounts’ Debts
• Ensure the Key Performance Indicators (KPI) of Credit Control are met
• Monitor and control drivers and corporate client accounts’ outstanding.
• Responsible in contacting customers and send reminders to ensure timely payments.
• Negotiate repayment plans with customers and set payment terms and conditions accordingly.
• Conduct aged balance review with Superior and follow up review actions.
• Report and alert any exceptional and delinquent customers and apply appropriate actions to minimize bad debt.
• Prepare daily operation report (s).
• Administer litigation/credit monitoring and screening process.
• Ensure compliance with financial policies and procedures.
• Manage and review repossession and external collection agencies’ performance.
• Attend to drivers’ queries and appeals relating to Credit Control mat

Qualifications & Work Experience

• Diploma or other equivalent qualification (Diploma in Business related discipline will be added advantage)
• At least 2 years of experience in credit control  
• Prior experience in taxi and/or car rental industries is advantageous
• Candidate to possess a valid Class 3/3A Driving License will be an added advantage
• We seek Mandarin/Malay-speaking candidates who are required to serve Mandarin/Malay-speaking clients
• Excellent mathematical ability
• 5-days work week.

This is a perm hire role for one of our client in the Banking Sector

Associate Relationship Manager (ARM)
Required: Passed CACS Paper 1 & 2

Job Scope

• The Associate Relationship Manager (ARM) plays a critical support role in assisting Relationship Managers (RMs) to effectively manage Private Banking clients.
• This position encompasses a wide range of activities, including sales, customer service, and administration, ensuring seamless service delivery to clients and supporting RMs in meeting business objectives

Job Description

• Client Relationship Management: Engage with clients to deepen relationships and enhance satisfaction, contributing to long-term client retention.
• Support for Client Onboarding & Account Servicing: Assist RMs in the onboarding of new clients and managing account servicing needs, ensuring a smooth and efficient process.
• Administrative Support: Handle transaction processing, report generation, and manage sales/account information, all while adhering to bank policies and regulatory requirements.
• Sales & Cross-Selling: Support the development of Assets Under Management (AUM) by cross-selling products and referring account opportunities to RMs.
• Compliance & Risk Management: Ensure all actions align with internal controls, external regulations, and compliance standards, maintaining the highest level of service.
• Backup for RM: In the absence of an RM, act as the back-up to ensure uninterrupted client service and operational consistency.

Qualifications & Educational Requirement

• Experience in private banking or financial services is preferred, though not required.
• Strong interpersonal and communication skills to build and maintain client relationships.
• Detail-oriented with strong administrative and organizational skills.
• Ability to work independently and as part of a team to achieve business objectives.
• Additional Information:
• The ARM will typically support 2-3 RMs, based on rank, tenure, and experience level.
• The position offers opportunities for professional growth within Private Banking and is an integral part of the client relationship team.

Be part of one of the fastest growing bank in Singapore.

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.
By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito || EA Registration: R25126580

About the role

CGS International Securities Pte. Ltd. (CGS International) is an award-winning and market leading integrated financial services provider, ranked among the top securities houses in Asia.

CGS International taps on our wealth of global and ASEAN insights to offer equities trading, leveraged products, wealth management, investment banking, equities research, Shariah-compliant financing, fixed income, currency and commodities, structured products and prime brokerage services in over 15 countries and regions.

Along with its parent organisation China Galaxy Securities, a leading securities house in China, CGS International is trusted by more than 15 million customers globally.

Job Responsibilities:

• Manage relationships with existing clients and grow a new client base to contribute to the team’s revenue target.
• Provide suitable investment solutions to clients using various financial products, including equities, fixed income instruments, and leveraged products.
• Attend to client enquiries and manage trade executions and settlements.
• Monitor and manage clients’ credit risk.
• Undertake ad-hoc projects as assigned by management.

Job Requirement:

• At least 1 year in capital market.
• Diploma or Degree in Business, Finance or related qualifications
• Integrity, Resilience, Discipline, Adaptability, Confidence, Curiosity, Team Player, Time Management, Persuasiveness, and Focus.
• Market Knowledge: Understanding financial markets, economic indicators, and investment strategies is crucial.
• Analytical Skills: Ability to analyse stock performance, financial statements, and market trends to make informed decisions.
• Attention to Detail: Precision in executing trades and managing portfolios is critical to avoid costly mistakes.
• Communication Skills: Clear communication with clients and colleagues about market conditions, strategies, and risks.
• Decision-Making Ability: Quick and confident decision-making under pressure, often in fast-paced environments.
• Technical Proficiency: Familiarity with trading platforms, financial software, and tools for market analysis.
• Risk Management: Understanding and managing risk to protect client investments and firm capital.
• Negotiation Skills: Ability to negotiate terms and prices effectively, whether with clients or other market participants.
• Regulatory Knowledge: Awareness of relevant laws, regulations, and ethical standards governing trading practices.

Core Responsibilities

• Financial Analysis & Reporting: Assist in preparing revenue/cost reports, analyzing business profitability, and supporting multi-year planning. 
• Accounting Operations: Support accounts payable/receivable, bookkeeping, journal entries, and bank reconciliations.
• Data Management: Utilize tools like Excel, SAP, or Power BI to perform data analysis, maintain internal controls, and improve process efficiency. 
• Business Rotations: Participate in structured rotations across different divisions (e.g., controlling, treasury, corporate tax, or pricing). 

Job type: Permanent with Client

Credit Risk Regulatory Reporting & Automation -Senior Consultant/ Associate Manager

Responsibilities:
Reporting Automation & Optimization

• Drive automation of regulatory reporting processes (e.g., Credit Risk reporting) using Alteryx and related technologies.
• Replace manual, Excel-based workflows (including macros and Access-based EUCs) with scalable, system-driven solutions.
• Assess and document existing EUCs, evaluating their usage, criticality, and associated risks.
• Redesign reporting workflows to align with BCBS239 principles, ensuring efficiency and compliance.

Business Engagement & Leadership

• Collaborate with Credit Risk Department users to understand current reporting practices and pain points.
• Act as a liaison between business and IT teams, ensuring seamless communication and solution delivery.
• Lead workshops and guide users in adopting automated solutions, fostering a culture of innovation.
• Promote standardization and best practices across reporting processes to ensure sustainability.

Program Alignment & Stakeholder Integration

• Define milestones, governance structures, and roles & responsibilities to ensure project clarity.
• Integrate project management methodology with the bank’s operational approach for practical execution.
• Maintain close alignment with the BCBS239 program team, ensuring consistency with ongoing workstreams and governance frameworks.
• Coordinate with stakeholders to adhere to project standards, methodologies, and reporting structures.

Requirements:

• Bachelor's degree in any related fields.
• Minimum 5 years of experience in related fields such as Banking, with multiple hands-on experiences with Alteryx (workflow design, data transformation, automation)
• Proven ability to work in complex, multi-stakeholder environments involving business, IT, compliance, and vendors.
• Strong documentation skills using PowerPoint, Excel, and Word.
• Solid project management skills, including progress tracking, issue and risk management, and stakeholder coordination, experience preparing and delivering reports or presentations to senior management or executives and good stakeholder management and communication skills are a plus.
• Proficiency in business-level English across reading, writing, listening, and speaking will be beneficial for liaising with key stakeholders.
• Strong understanding of regulatory reporting, internal reporting, finance/accounting business processes, and related systems.
• Familiarity with BI Tools (e.g. Power BI, Tableau), understanding of Regulatory Reporting/Internal Reporting, Finance/Account business process, related systems are a plus.
• Working experience with Risk Management / Finance / Accounting departments (especially reporting-related processes) is highly beneficial.
• Experience in BPR initiatives (process simplification, standardization, and integration), as well as prior exposure to financial institutions in Asia (e.g. Japan) will be advantageous.

We are looking for a dynamic, dedicated and self-motivated professional with 8 – 12 years of corporate finance advisory experience to join our growing Investment Banking department.

Responsibilities

· Actively involved in transactional deal execution and origination activities

· Identify, address, resolve or mitigate issues identified in the course of IPO and M&A due diligence work and other assigned transactions

· Review and assist in preparation of transaction documents for IPO and M&A engagements

· Lead discussions involving clients, professionals and relevant regulatory authorities

· Ensure compliance with internal policies and procedures as well as relevant regulatory requirements

· Be involved in SGX Catalist Continuing Sponsorship work

· Supervise junior staff

Requirements

· Bachelor's degree in Finance, Accounting, Economics, Banking and Finance or a related field

· Passed CMFAS RES 4 (or M4A) and is currently a MAS registered representative

· Have relevant experience and actively engaged in Corporate Finance advisory work as part of Investment Banking team(s). Candidates who have completed 2 or more listings in the past 5 years are preferred

· Self-motivated team player, willing to take initiative, strong problem-solving skills

· Effectively bilingual in English and Chinese (Fluency in Mandarin Chinese is required to communicate with Chinese counterparts)

· Excellent communication and interpersonal skills

Company Overview

We are a fast growing luxury experiences and events agency looking for an experienced, detailed oriented, and high-energy professional to manage our finance and operations for continued growth.

Job Summary

Join a fast-growing events agency as a finance and operations manager, driving accurate accounting, cost control, compliance, HR, and operational excellence to support sustained business growth.

Responsibilities

• Prepare full sets of accounts to ensure accurate and timely financial records
• Control costs and oversee invoicing processes to optimize financial performance
• Prepare and file GST returns in compliance with regulatory requirements
• Coordinate annual tax preparation and filings to meet statutory deadlines
• HR management functions to support team effectiveness and compliance
• Execute operations fulfillment, procurement, and logistics to maintain smooth workflows
• Manage inventory to ensure accurate stock levels and availability
• Supervise retail operations to enhance customer experience and sales performance
• Apply analytical skills to identify financial and operational improvements
• Utilize technology tools to streamline finance and operations processes
• Communicate effectively with internal teams and external stakeholders to ensure alignment
• Uphold high integrity and strong work ethics in all responsibilities
• Maintain high energy and a proactive approach to problem-solving and team collaboration

Required competencies and certifications

• Bachelor’s Degree or higher in Accounting or Finance (a must)
• Minimum 3 to 5 years of relevant work experience in finance and operations management

Preferred competencies and qualifications

• ACCA accreditation or Chartered Accountant (Singapore) qualification preferred

5 openings · Structured 12-month pathway into team leadership

We're grooming our next generation of advisory leaders — and we back our people with something most agencies can't: a proprietary technology stack that takes the grind out of the job from day one.

This is a client-facing wealth advisory role focused on investment-linked solutions and portfolio management. If you want to own your income, work with a serious systematized practice, and grow into leading a team, read on.

What you'll do

• Build and manage a portfolio of clients across the wealth spectrum, with a focus on investment solutions and ongoing portfolio reviews
• Run financial needs analyses and translate market movements into clear, actionable advice clients understand
• Identify, target, and acquire clients across various wealth segments
• Host and invite clients to investment events and briefings (company-funded)
• Keep abreast of market events and develop into a team leader within ~12 months if you show the aptitude

The package

• Fixed monthly salary of up to $4,000 for your first 3 months — probation period
• A structured 3-month training programme designed to get you producing confidently before the salary period ends
• After probation: a commission-based model with no ceiling. Advisers who complete our programme and apply it consistently typically reach $5,000+/month — your income scales directly with your effort.
• Monthly investment training delivered by major fund houses, fully funded
• A defined leadership track with mentorship — not a vague "maybe one day"

The edge most agencies can't offer you

This isn't a cold-calling, paper-form practice. We've built our own technology stack to take the admin out of the job so you spend your time with clients, not paperwork:

• Automated portfolio analysis tools that turn hours of manual policy review into minutes — so you walk into every meeting already knowing where the client's gaps are
• A market intelligence system delivering a weekly, ready-to-use brief on what's moving and why — you sound informed without spending weekends buried in research
• Client-facing modelling tools that let you show projections and scenarios live, on screen, instead of fumbling with spreadsheets
• A structured lead and pipeline system so nothing slips and you always know who to call next
• A built-in CMFAS exam prep platform to get you licensed faster

You're not figuring this out alone with a brochure and a phone. You're plugged into a practice that's years ahead of the typical agency — using tools that make you measurably more productive than the adviser across the table at another firm.

Who this is for

• Diploma / Degree / full A-Levels in any field — career-switchers from corporate, banking, or sales backgrounds do well here
• Strong communicators who can make complex market events simple
• Self-starters comfortable with a model where effort directly drives income
• Organised, able to juggle shifting priorities and follow through under frequent change

Apply if you want a clear pathway and are willing to earn it.

Description:

• Greet customers in a welcoming manner, always maintain a professional and customer-centric approach
• Proactively engage customers to promote bank account and debit card and sharing of product knowledge
• Acquire new-to-bank customers and contribute to daily sales targets
• Guide customers through the digital account opening and application process, ensuring accuracy and completeness of submissions
• Provide clear and friendly assistance on products, promotions, features, and benefits
• Assist customers with basic banking enquiries and direct them to appropriate channels when needed
• Ensure compliance with all bank policies and regulatory requirements during customer onboarding
• Maintain basic housekeeping

Period:

• 2 months

Location:

• Central

Working Hours:

• 11am to 7pm, 5 days per week on a shift basis between Monday and Sunday (including weekends)
• Rest days will be scheduled by the supervisor
• Please note that the working schedule and timings may be subject to changes based on operational requirements

Salary:

• $15/hr

Requirements:

• Minimum A level/Diploma /undergrad are welcome
• Ability to work as part of a team and take independent initiative without direct supervision
• Strong interpersonal and communication skills, confident, and sales-driven personality
• Enthusiastic, friendly, and energetic with a genuine desire to provide outstanding service
• Customer service experience or sales experience is an advantage
• Comfortable approaching and engaging customers in a retail environment

Interested applicants, kindly email your detailed resume (MS Word format is preferred):

tracy@successhrc.com.sg (Registration no: R1107390)

Please ensure that applications sent through email are no bigger than 1Mb.

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.

Success Human Resource Centre Pte Ltd (EA License Number: 97C4832)

160 Robinson Road, #13-07/08/09 SBF Center, Singapore 068914

T: 6337 3183 | F: 6337 0329 | W: www.successhrc.com.sg 

Join our team as a Finance Executive (or Assistant), where you'll play a key role in supporting day-to-day finance operations and assisting with both financial and administrative tasks. You'll work closely with our finance team to ensure smooth, accurate, and efficient processes that help drive the organisation forward.

Major Duties and Responsibilities

• Invoice Processing (Accounts Receivable (AR) / Accounts Payable (AP) )
  Process AP invoices (PO Invoices, Direct Invoices ) accurately and promptly in Synergix (ERP) and related platforms (e.g., RPA tools, InvoiceNow, and approval systems) to support timely month-end closing. Address processing issues to ensure smooth and efficient operations. The same applies if assigned on AR.

• Transaction Verification and Three-Way Matching (AR / AP)
  Perform three-way matching for AP transactions (Purchase Orders, Goods Received Notes, Delivery Orders, and supplier invoices) and apply relevant verification controls for AP, AR transactions (when assigned). Ensure completeness, accuracy, and proper documentation to support downstream processes such as payments and collections.

• Reconciliation and Schedule Preparation
  Perform reconciliations for vendor statements, customer accounts, and fixed assets (as assigned), ensuring accuracy and timely resolution of discrepancies. Prepare clear and audit-ready schedules and supporting documentation.

• Fixed Assets Management
  Manage the full lifecycle of fixed assets, including capitalization, depreciation, transfers, and disposals, in compliance with accounting standards and company policies. Maintain accurate asset registers, perform periodic verifications, reconcile with the general ledger, and support physical asset sighting exercises.

• Documentation, Audit, and Workflow Coordination
  Manage document workflows, including email sorting, indexing, archival, and circulation for approvals and system processing. Maintain complete and organized supporting documentation for finance transactions and audits, including filing, scanning, and retrieval.

• Finance Systems and ERP Support
  Support ERP and finance systems activities, including implementation, enhancements, data validation, and reporting. Coordinate vendor onboarding to InvoiceNow, including communication, follow-ups, and status tracking.

• Assist with Audit requirements and clarifications

• Other ad-hoc duties that may be assigned from time to time by the HOD/ CFO

• Assigned tasks may varies and subject to re-deployment by the HOD subject to work exigencies and corporate development

Other Requirements

Education: At least a diploma in Finance/Accountancy or equivalent.

Experience: Preferably 2-year experience in Accounts Payable and/or related function (such as Accounts Receivables, Assets management, Finance Robots and/or AI, InvoiceNow systems softwares)

Skills:

• Meticulous, Responsive to queries and have an eye for detail

• Proactive to resolve issues, well organised and possess good time management

• Proficient in Microsoft Office, particularly Excel.

• Prior experience using Synergix or ERP will be advantageous

Job Responsibilities

• Responsible to monitor and manage clients' Loan and Fixed Deposit maturity date, as well as Foreign Exchange transactions.

• Initiating loan utilization request, reviewing loan documents to ensure compliance with credit and agreement conditions, & cooperating with Treasury team, Loan Operation team as well as other stakeholders.

• Promote cross selling bank's product via tele-marketing calls such as Time Deposit and Foreign Exchange, and actively involved in department's marketing campaign together with Relationship Manager.

Job Requirements

• Be able to work closely with internal stakeholders to ensure smooth operations and transactions.

• Be able to work in a fast paced environment, understand customer's requirements in a short period of time and present solutions that meet their needs.

• Keen attention to details for ensuring accuracy and compliance in processing transactions.

• Good communication and people skills required for interacting well with clients and colleagues.

• Prior experience in Treasury/Loan Operations will be advantageous.

Bras Basah

11am to 7pm (Mondays to Fridays)

2 months (15th July to 14th September)

Job Description

• Greet customers in a welcoming manner, always maintain a professional and customer-centric approach
• Proactively engage customers to promote account and debit card and sharing of product knowledge
• Acquire new-to-bank customers and contribute to daily sales targets
• Guide customers through the digital account opening and application process, ensuring accuracy and completeness of submissions
• Provide clear assistance on products, promotions, features, and benefits
• Assist customers with basic banking enquiries and direct them to appropriate channels when needed
• Ensure compliance with all bank policies and regulatory requirements during customer onboarding
• Maintain basic housekeeping

Jessica Nguyen Huynh Thanh Truc

CEI Reg. No. R23113787

EA License No. 99C4599

We regret that only shortlisted candidates will be notified.

Basic Salary: Up to $2600

Working Days & Hours: 5.25 days (Office hours)

Location: Ubi

Benefit:

Salary & Career progression

Training provided 

Stable working environment 

Job Duties:

• Ensure accurate entry of policy and claim details and documents to support smooth process submission

• Prepare and compile reports in accordance with General Insurance Association (GIA) guidelines 

• Perform other ad-hoc duties as assigned 

Requirements:

• Min. GCE ’O’ level or equivalent certificate

• Prior experience in automotive industry or related field

Finance Executive

• Salary: $4,500 - $5,000 + Bonus
• Working Days: 5 days
• Working Timing: 9AM to 6PM
• Working Location:  MRT nearby - Tanjong Pagar or Shenton Way

Requirements

• Degree in Accounting, Finance, or a related discipline; holders of CPA / ACCA / CA (or equivalent professional qualifications) are preferred.
• At least 5 years of accounting experience, including a minimum of 3 years in real estate or project-based enterprises (development, investment, property management, or construction).
• Familiar with Singapore or Malaysia accounting standards and tax regulations; experience in cross-border or multi-entity accounting is an advantage.

Job Responsibilities

1. Take full responsibility for end-to-end accounting management at both real estate development company and project levels, including general ledger, accounts receivable / payable, fixed assets, project costs, and development expenditure accounting.
2. Actively participate in cost accumulation, expense allocation, and progress accounting across different stages of real estate development (land acquisition / design / approvals / construction / completion), ensuring high alignment between financial records and actual project progress.
3. Manage and account for various consultant and contractor costs
4. Design consultants, project management consultants, quantity surveyors (QS), legal, tax, engineering, and other professional service fees
5. Contractor progress payments, variation orders, advance payments, retention sums, and related accounting treatments
6. Prepare and review monthly, quarterly, and annual financial statements, supporting management in project financial analysis, cost control, and cash flow management.
7. Handle or assist with local tax matters for real estate projects in Singapore / Malaysia and overseas, including but not limited to: GST / SST, Corporate income tax
8. Withholding tax, particularly in relation to cross-border consultants and contractors
9. Liaise directly with external auditors, tax advisors, banks, and relevant authorities, and support annual audits, tax filings, and compliance reviews.
10. Assist in improving financial processes, internal controls, and project financial management systems, supporting simultaneous operations across multiple entities and projects.

Interested applicants kindly submit your resume through here or Whatsapp +65 9019 3218 (Joevy), and allow our Consultant to match you with our Clients. No Charges will be incurred by Candidates for any service rendered.

Tan Yu Jing Reg No: R26161199

The Supreme HR Advisory Pte Ltd EA No: 14C7279