Total 1,527 Manager level Finance / Banking / Insurance job vacancies

Job Summary

• To support in managing the Human Resource (HR) department in the Singapore office

• To manage the General Affairs (GA) department in the Singapore office

• To assist General Manager, Human Resources with HR and GA matters for the Vietnam liaison office and branches

Job Description

• To act as a strategic partner to business leaders, aligning HR strategies with organizational goals.

• To support workforce planning, talent development, performance management, employee engagement, and organizational effectiveness while ensuring compliance with employment legislation and company policies.

• Use HR analytics and insights to support business decision-making.

• Coach managers on leadership effectiveness and people management.

• Drive talent review, succession planning, and leadership development initiatives.

• Support performance management cycles including goal setting, reviews, and calibration.

• Support and manage complex employee relations issues, investigations, and disciplinary cases.

• Provide guidance on conflict resolution, grievance handling, and fair employment practices.

• Support retention strategies and workforce morale.

• Guide leaders through team restructuring and role redesign.

• Partner with HR operations for seamless service delivery.

• Support implementation of HR policies, systems and initiatives.

• Support General Manager, HR to oversee the full spectrum of office management and GA operations including:

1. Overall maintenance, neatness and serviceability of the office premise and equipment.

2. Procurement of equipment for office and warehouse usage.

3. Review and negotiation for contract renewals and signing of equipment leasing or services.

4. GA support to Singapore office staff

5. To coordinate with the Company Secretary & legal consultant on any necessary issues

6. Review and renewal of agreements and contracts with Distributors, Consultants, Service Providers

7. Branding management

Competencies Requirement

• Excellent verbal and written communication skills. Ability to express oneself clearly in conversations, interactions and business writing with others.

• Develop and maintain good relationships with employees at all levels within the company and also with external parties (e.g., partners, clients, vendors etc.).

• Having a high sense of integrity, transparency and accountability in all work tasks and interactions with others. Must be able to work with and handle highly confidential data.

• Detailed, well-organized and able to multi-task and manage multiple projects at the same time, prioritizing required actions accordingly to meet required deadlines.

• Strong stakeholder management and influencing skills.

• Strong communications and facilitation skills.

• Business acumen and strategic thinking.

• Be cost conscious and aware of divisional contribution to company profitability.

• Must be able to travel overseas if required.

Experience Requirement

• Bachelor Degree in Human Resources Management, Business Management/Administration or a related field.

• 6 to 9 years’ experience in HR operations and Management

• Proficient in Microsoft Excel, Word and PowerPoint.

• Good understanding of regulatory compliance and employment laws and practices in Singapore.

• Meticulous, organized and able to multitask.

• Enthusiastic team player.

• Prior experience in Manufacturing or Machinery Industry will be an added advantage.

• Prior experience in HRBP related position will be an added advantage.

• Prior experience in supporting leaders or large teams will be an added advantage.

HOW TO APPLY:

Interested applicants, please click on “Apply Now” or submit your resume to ref70@trustrecruit.com.sg

Please include the following information:

-          Reason for leaving

-          Expected Salary

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Bong Cheong Leong (Alan)

EA Personnel Reg No: R25158271

We are a growing organization in the construction sector seeking a high-calibre Finance Manager to take full ownership of financial operations and drive disciplined financial control across multiple projects.

This role is suited for a hands-on, results-driven finance professional who thrives in a fast-paced, project-based environment and is confident managing complex financial structures.

Key Responsibilities

• Lead and manage full set of accounts and financial reporting
• Oversee project costing, WIP, revenue recognition, and profitability analysis
• Ensure strong control over progress claims, subcontractor payments, and retention sums
• Monitor cash flow, budgets, and financial performance across projects
• Provide timely and accurate financial reports to support management decisions
• Ensure compliance with GST, tax, and regulatory requirements
• Liaise with auditors, tax agents, banks, and external stakeholders
• Strengthen and maintain internal controls and financial governance
• Lead and mentor the finance team

Requirements

• Degree in Accounting / Finance or equivalent
• Minimum 5–8 years of relevant experience, with strong exposure in the construction or engineering sector
• Solid understanding of project accounting, WIP, and contract costing
• Proven experience handling progress billing, project budgets, and financial forecasting
• Strong knowledge of Singapore financial regulations, GST, and taxation
• Ability to work independently and handle multiple priorities under pressure
• Strong leadership, analytical thinking, and problem-solving skills

Basic up to $4200 Plus allowance and Commission

Banking working environment

Entry level into the banks

Fantastic Career Progression

Description

• Highly motivated individuals to promote and acquire New to Bank and existing customers by cross-selling the value propositions of banking facilities such as credit cards, banking accounts, or fund transfer programs 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) Recent Photo
4) Reason(s) for Leaving
5) Availability Period
6) References

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

Roles& Responsibilities:

Youwill be part of a team of seasoned financial professionals. As a RelationshipManager within the Wealth Banking business, you will be responsible forrendering financial advisory to UOB's mass-affluent customers. You are expectedto achieve individual sales target while ensuring accurate and timelycompletion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB's clients
• Develop and deepen relationships with clients who have been assigned to you
• Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes, and regulatory requirements (ie FAA and other related statutory Acts)

JobRequirements

• A recognized university degree
• At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considered for a more senior position
• Good knowledge of wealth management and investment products
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Proven ability to exceed sales target
• Resourceful and able to work with minimal supervision

Roles& Responsibilities:

Youwill be part of a team of seasoned financial professionals. As a RelationshipManager within the Wealth Banking business, you will be responsible forrendering financial advisory to UOB's mass-affluent customers. You are expectedto achieve individual sales target while ensuring accurate and timelycompletion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB's clients
• Develop and deepen relationships with clients who have been assigned to you
• Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes, and regulatory requirements (ie FAA and other related statutory Acts)

JobRequirements

• A recognized university degree
• At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considered for a more senior position
• Good knowledge of wealth management and investment products
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Proven ability to exceed sales target
• Resourceful and able to work with minimal supervision

Principal Accountabilities:

1)      Support Performance Monitoring

• Maintain ongoing collaboration with fund managers to collect, measure, and analyse investment data.
• Prepare reports that provide clear insights into investment results across private equity, private credit, real estate, and infrastructure funds.

2)      Lead Enhanced Monitoring Process

This includes:

• Valuation Reasonableness Checks: Apply hands-on knowledge and experience in valuing Private Credit deals.

• Using industry standard methods to value private credit investment
• Checking valuation reasonableness of Private Credit investments
• Documenting rationale and maintaining valuation consistency.

• Internal Credit Rating Assessments: Conduct internal credit assessments for private credit exposures, including:

• Analysing borrower financials and business models and assessing industry and macroeconomic risks
• Assigning internal ratings using established frameworks (e.g., Moody’s, S&P, or proprietary models)
• Documenting rationale and maintaining rating consistency

• Stress Testing: Perform stress tests to evaluate emerging risks within the portfolio and assess potential impacts on investment performance.

• Significant amount of travelling is expected to execute enhanced monitoring process

3)       Support the Automation of Private Markets Reporting and Analysis

• Contribute to the development and implementation of automated systems and processes to streamline data collection, analysis, and reporting for private market investments.
• Enhance the accuracy, timeliness, and efficiency of reporting through automation and process improvement initiatives.

Core Competences Required:

• Valuation of Private Credit deals
• Credit ratings capabilities
• Strong analytical skills and proficiency in Excel and financial data tools
• Solid understanding of alternative assets classes and their unique challenges in performance measurement and risk evaluation
• Excellent communication skills with the ability to explain complex information clearly to diverse audiences
• Detail-oriented, proactive, and capable of working effectively in a dynamic environment

Education and Experience: 

• 10years of relevant experience
• Bachelor's degree in Finance, Economics, Accounting or a related field

Principal Accountabilities:

1)      Support Performance Monitoring

• Maintain ongoing collaboration with fund managers to collect, measure, and analyse investment data.
• Prepare reports that provide clear insights into investment results across private equity, private credit, real estate, and infrastructure funds.

2)      Lead Enhanced Monitoring Process

• This includes:

o   Valuation Reasonableness Checks: Apply hands-on knowledge and experience in valuing Private Equity/ Real Estate/ Infrastructure deals.

§  Using industry standard methods such as discounted cash flow (DCF), public comparables, and analysis of past transactions.

§  Checking valuation reasonableness of Private Market investments

§  Documenting rationale and maintaining valuation consistency.

o   Stress Testing: Perform stress tests to evaluate emerging risks within the portfolio and assess potential impacts on investment performance.

• Significant amount of travelling is expected to execute enhanced monitoring process

3)       Support the Automation of Private Markets Reporting and Analysis

• Contribute to the development and implementation of automated systems and processes to streamline data collection, analysis, and reporting for private market investments.
• Enhance the accuracy, timeliness, and efficiency of reporting through automation and process improvement initiatives.

Core Competences Required:

·       Valuation of Private Equity, Real Estate and Infrastructure deals

·       Advantage to have Credit ratings knowledge

·       Strong analytical skills and proficiency in Excel and financial data tools

·       Solid understanding of alternative assets classes and their unique challenges in performance measurement and risk evaluation

·       Excellent communication skills with the ability to explain complex information clearly to diverse audiences

·       Detail-oriented, proactive, and capable of working effectively in a dynamic environment

Education and Experience: 

·       12 years of relevant experience

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

Job Summary

Compensation and Year End Review Oversight

The role is accountable for the end to end governance of the annual year end review process, including post cycle retrospectives (“Review of the Review”), compensation system and share system management, compensation statement design, and delivery of the year end review window. This includes ensuring fairness, affordability and consistency in outcomes, overseeing management reviews at Group and business MT levels, and maintaining strong communication with People Leaders throughout decision making and finalisation of outcomes.

System, Communications and Stakeholder Management

The role leads coordination of compensation system and share system enhancements, testing and feasibility assessments in partnership with Ops, technology teams and key PRB stakeholders. The role owns the refresh of year end communications and guidance, translating complex policy and process requirements into clear, accessible materials for HR, People Leaders and colleagues, supported by global briefing calls and OneSC knowledge articles.

Vendor, Market Data and Promotion Governance

The role oversees market data vendor management, including contract renewals, legal and data privacy requirements, and maximising the value of market data insights. It is also responsible for global promotion frameworks and processes (Band 4 and MD), including nomination cycles, assessment forums, governance, and facilitation of decision making in partnership with HRBPs, Talent, Ops and senior stakeholders, ensuring alignment with global standards and timelines.

Key Responsibilities

Strategy

• Leads the end to end strategic design and continuous improvement of the annual year end review cycle, using retrospectives, stakeholder feedback and issue analysis to optimise fairness, efficiency and colleague experience across cycles.

• Sets forward looking direction for system, statement and process enhancements, prioritising investment based on feasibility, regulatory requirements and business impact, in partnership with Ops, Technology and HR stakeholders.

• Provides enterprise level judgement and oversight of reward outcomes, trends and risks, advising senior governance forums (HRMT, Group MT, GRPC, RemCo) on affordability, consistency and decision trade offs.

• Shapes long term market data and vendor strategy, ensuring contracts, data privacy and regulatory obligations are met while maximising the value and fitness for purpose of reward data to support business needs.

• Owns the strategic evolution of promotion, recognition and conduct frameworks, balancing global consistency with local requirements, strengthening governance, and driving simplification, integration and increased use of AI across the employee and People Leader lifecycle.

Processes

• Manage the Compensation and Equity process in the HR Process Universe

Risk Management and Governance

• Process Element Owner L4 Manage Compensation and Manage Equity. Control owner for these processes and regular review of OTCR risk profile and CSTs for these processes.

Key Stakeholders

Senior governance and decision forums

• The role regularly engages with senior governance bodies including HRMT, Group MT, GRPC and RemCo, providing updates, insights and recommendations on cash compensation, year end review outcomes, promotions, and Risk, Control and Conduct (RCC) matters. It also interfaces with the Risk & Accountability Forum (RAF) and Remuneration Adjustment Committee (RAC) on Mandatory Conduct Requirements and risk adjustments.

HR, PRB and delivery partners

• Close day to day collaboration is required with PRB teams, HR Advisory, HRBPs, Employee Relations, and Reward Analytics, alongside Operations (PMCC Ops) and technology colleagues supporting compensation modules, dashboards and OneSC. The role also partners with Talent and Org Design on promotion frameworks, assessment processes and job evaluation governance.

External vendors and specialist counterparts

• The role manages and coordinates with key market data and rewards vendors including Mercer, Korn Ferry, Aon and WTW, working alongside SCM, Legal, Risk and Data Privacy teams on contract renewals, data protection requirements and regulatory obligations. It also engages recognition vendors and internal finance/invoicing teams to ensure strong governance and effective delivery of recognition programmes.

Our Ideal Candidate

• Role model and champion the Bank’s values and behaviours

• 10+ years' work experience in HR Compensation or Deferred Compensation

• Experience in a Bank or Financial Institution

• An appreciation of the local legislative and regulatory landscape

• Strong networker and organizational influencer

Role Specific Technical Competencies

• Effective Communication

• Relationship Management

• Operational Risk

• Budget Management

• HR Legal and Regulatory Environment

• Human Resources Policies, Strategies and Environment

• HR Policies, Standards and Procedures

• Human Resources Consulting

• Data Gathering and Analysis

• Performance Management

• Benefits Programs

• Salary Planning

• Equity-Based Pay Programs

• Incentive Programs

• Compensation Management

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do

• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well

• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.

• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.

• Flexible working options based around home and office locations, with flexible working patterns.

• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits

• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.

• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment Assessments

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers

Job Scope

• timely provision of accurate financial data of the Groupfor management review and to

meet statutory requirements

• prepare and review the management accounts of some of oursubsidiaries

• provide support and advice to our subsidiaries

• act as a liaison with auditors, tax agents, companysecretary and corporate secretarial • assist in preparation of board papers,SGX announcements and annual report

• other ad-hoc duties as assigned

Requirements

• Possess a degree in Accountancy or equivalent

• Minimum 5-7 years of relevant experience, preferably in alarge public accounting firm

or SGX listed group

• Good hands-on experience in consolidation and strongtechnical knowledge

• Good knowledge of Microsoft applications

• Strong interpersonal and communication skills

• Able to work effectively under pressure and meet tightdeadlines

• Proactive, meticulous and ability to work independently aswell as in a team

Key responsibilities

We are seeking an experienced finance professional to oversee the finance function for a property management company responsible for two commercial office buildings in Singapore. The role is expected to broaden over time as additional assets are acquired. You will provide financial stewardship across reporting, compliance, operational finance, controls and team leadership to safeguard the company’s financial health and integrity.

You will manage a team of five and serve as a key business partner to senior management, providing insights to support decision-making and long-term planning.

1.  Financial leadership

• Lead financial planning, budgeting, forecasting, and performance analysis.
• Deliver timely insights on asset performance to support operational and strategic decisions.
• Strengthen financial policies, processes, systems, and internal controls to improve efficiency, governance and risk management.

2.  Financial reporting & compliance

• Oversee timely and accurate month-end close and the preparation of monthly, quarterly, and annual financial reports.
• Ensure compliance with applicable accounting standards and Singapore statutory, regulatory and tax requirements.
• Lead statutory audits and act as the primary liaison with external auditors, tax agents, banks and regulatory bodies.

3.  Property finance & operations

• Monitor and explain asset-level performance, including revenue, operating expenses, capital expenditures and key operating metrics.
• Oversee cash flow management and treasury activities, including rent collection, vendor payments, and liquidity planning.
• Support lease administration from a financial perspective, including tenant billing, receipts and reconciliations.
• Oversee tax matters including corporate income tax, GST and property tax.

4.  M&A and post-deal integration

• Support the investment team with due diligence and transaction-related financial analysis.
• Lead finance integration for newly acquired assets, including entity setup, chart of accounts, reporting timelines, controls, and handover to steady-state operations.

5.  Team management & development

• Lead, coach, and develop a high-performing finance team, including capability building and succession planning.
• Promote a collaborative, disciplined control environment and continuous improvement mindset.

6.  Stakeholder management

• Partner with Asset Management, Property Management, and senior leadership to translate financial results into actions.
• Prepare and present financial results, forecasts, and recommendations to management and key stakeholders.

Qualification and experience

• Bachelor’s degree in Finance, Accounting, Business, or related field; professional qualification (CPA/CA/ACCA) preferred.
• 15+ years of relevant experience, ideally in real estate.
• Strong financial acumen with experience in budgeting, forecasting, and financial analysis.
• Solid understanding of Singapore financial regulations and tax requirements.
• Proven leadership and team management capabilities.
• Excellent communication and stakeholder management skills.
• High level of integrity, attention to detail, and strong problem-solving ability.

As a business banking manager, you will be involved in acquiring new-to-bank Small Medium Enterprise (SME) clients and introducing the full spectrum of business banking products and services to meet the financial needs of the SME client.  

Key responsibilities:

• Acquire new-to-bank borrowing accounts through cold-calling and referrals
• Provide good customer service to clients by understanding their needs
• Engage in ongoing conversations with existing and new clients to understand their needs and requirements to assess how the bank is able to help them to protect and grow their wealth to achieve their business financial goals (ie. commercial property loans, trade facilities, asset-based financing etc.
• Provide accurate information regarding the benefits and privileges that the client will enjoy as a customer of the bank
• Comply with all regulations and controls as set by the Bank and external regulatory authorities

Skills and Experience Required:

• Minimum 3 years of sales / business development experience
• Strong knowledge of business banking products
• Strong analytical and interpersonal skills
• Excellent communication skills.
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Keen understanding of adherence to credit underwriting requirements.

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

• Well Established Company
• Basic $8000 - $9300 + AWS + Variable Bonus
• Excellent Welfare and Benefits + Career progression
• Working location: West
• Working day: Monday to Friday
• Working hours: 8.30am to 5.30pm

Job Responsibilities:

PROJECT MANAGEMENT:

• Plan, organize, and oversee investment and process improvement projects from initiation to completion.
• Develop detailed project plans, schedules, budgets, and resource allocations.
• Monitor project progress, manage risks, and ensure deliverables align with business objectives.
• Prepare and deliver status reports, project documentation, and presentations to stakeholders and senior management.

PROCESS IMPROVEMENT & OPERATIONAL EXCELLENCE:

• Analyze current investment and operational processes to identify inefficiencies, bottlenecks, and areas for optimization.
• Design and implement streamlined processes, tools, and methodologies to improve accuracy, productivity, and compliance.
• Apply Lean, Six Sigma, or other continuous improvement frameworks to drive measurable performance enhancements.
• Track and measure process improvements, ensuring sustainable implementation.

STAKEHOLDER MANAGEMENT:

• Collaborate with internal teams (Finance, Operations, Compliance, Technology) to align project goals with organizational strategy.
• Communicate project objectives, timelines, and progress clearly across all levels of the organization.
• Manage relationships with external partners, vendors, and consultants as required.

DATA & FINANCIAL ANALYSIS:

• Support investment analysis, feasibility assessments, and ROI evaluations.
• Use data-driven insights to guide decision-making and project prioritization.
• Prepare financial models and business cases for investment initiatives.

Job Requirements:

• Bachelor’s Degree in Business Administration, Finance, Engineering, or related field.
• Project Management Professional (PMP), PRINCE2, or Lean Six Sigma certification strongly preferred.
• 5+ years of experience in project management, preferably within investment, finance, or process improvement functions.
• Experience with process optimization, business transformation, or continuous improvement initiatives.
• Proficient in project management tools (e.g., MS Project, Asana, Jira, Smartsheet) and Excel

Candidates are encouraged to apply this position via Apply Now button with the following information in the resume

• Work experiences and job responsibilities
• Current and Expected salary
• Reason for leaving
• Date of availability
• Education background

We regret that only shortlisted candidates will be contacted.

LIONG ZHAO GUAN (R22107632)

EA Recruitment Pte Ltd

EA License No: 21C0492

Responsibilities

• Drive cash and deposit base and push utilization for Portfolio Clients mainly in Transaction Banking
• Provide fundamental and effective support to Relationship Managers (RMs) covering all phases of client relationship building and account management.
• Ensure timely execution of clients’ transactions and liaison with various internal stakeholders to resolve any issues or queries.
• Assist RMs in daily maintenance of accounts and operational matters relating to clients’ deposit accounts, loans and/or trade facilities. This includes following up on clients’ instructions and to facilitate loan disbursement and rollover matters.
• Perform KYC (customer due diligence) for new-to-bank client onboardings and/or annual periodic reviews in adherence to compliance regulations and internal policies.
• Participate in projects, lead and conduct client calls independently on Bank’s documentary requirements.
• Act as a point of contact for client inquiries and request; help resolve client issues and escalate when necessary.
• Contribute to client’s process and service improvement initiatives to ensuring a smooth client experience.
• Assist with marketing activities and business development effort.
• Organize and support client events. 
• Handle any other ad-hoc tasks assigned by RM.

Qualifications

• Degree in Banking / Finance / Business
• Minimum 2 to 5 years of working experience in a banking service role 
• Knowledge of corporate banking products will be an advantage
• Familiarity with KYC/AML procedures
• Service-oriented with good communication, interpersonal skills and problem-solving skills
• Organized, meticulous and a good team player
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

Who you are:

You have our customers’ best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them.

You see yourself as a companion on our clients’ journeys toward achieving their life goals. Given that no journey is ever the same, you take great care (and pride!) in tailoring your financial advice to meet each client’s unique needs and requirements.

You’re self-motivated, and always on the lookout for opportunities to grow – whether it is keeping up to date with industry trends, expanding your skill set, or building your network of customers through tele-prospecting, virtual or in-person interactions and customer outreach programmes. You are knowledgeable about the banks' products and services and can recommend financial planning solutions that address your customers' needs. With such drive and tenacity, it’s no surprise that you’re consistently meeting your personal goals and targets.

Last but not the least, you’re focused on building long-term relationships with our customers. It forms the foundation to all that you do. You seize every opportunity to excite new and existing clients by bringing them investment ideas and insurance solutions to help grow their wealth and protect their futures.

To you, clients come first (and we like that).

Your background:

• You have a Bachelor's degree from a recognised university or a diploma from a local polytechnic.
• You are interested in financial planning or wealth management. Prior work experience is not a requirement.
• You enjoy interacting with people, are a good communicator and able to conduct yourself professionally.
• You are willing to work on a flexible schedule that includes weekends.
• Candidates with more years of relevant financial advisory experiences will be considered for Senior Wealth Planning Manager or Deputy Team Head job position.

What we offer:

• We offer attractive remuneration and a comprehensive benefits package.
• We also have a recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.
• We will provide you with structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
• We have digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers).

Ready to apply? Take the next step.

• Click on the link below to apply and receive an email notification from our AI Chatbot, JIM within 2 hours.
• Interact and complete the mandatory assessments on JIM.
• You will be invited for a face-to-face interview with our Branch Manager and HR if you are shortlisted.

The client is a private bank. As an ARM, you will be involved in supporting the private bankers in servicing their HNW/UHNW clients.

Job Description

• Assist relationship managers with account management, documentation, investment execution, and day-to-day client requests.
• Serve as the primary support contact for client queries, transactions, and administrative requests
• Prepare client presentations and assist in administartive matters relating to onboarding of new clients
• Identify cross-selling opportunities and assist in marketing bank products and services
• Maintain regular follow-up with clients regarding investment maturities, instructions, and service requirements
• Process trade orders and monitor client portfolios (eg. margin levels , upcoming maturities etc)
• Ensure full adherence to regulatory and compliance standards
• Maintain proper documentation and record keeping

Skills and requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field
• 3 years of experience in private banking, wealth management, or financial services
• Strong understanding of financial products
• Excellent communication and interpersonal skills
• Strong analytical ability and attention to detail

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