Total 557 Manager relationship manager job vacancies in Finance / Banking / Insurance category

財務經理負責以專案為導向的工程業務的端到端財務和會計管理。

這是一個需要親力親為的職位，涵蓋馬來西亞和新加坡實體的財務控制、專案成本會計、現金流量管理、法定合規和管理報告。

該職位為管理層提供商業洞察力、風險可見性和財務紀律方面的支持，尤其是在涉及進口、物流和里程碑結算的長期專案中。

主要職責

1. 財務營運與報告

• 管理全套帳戶（總帳、應收帳款、應付帳款、固定資產、應計項目、準備金）。
• 編制每月管理帳目、差異分析和財務評論。
• 確保按時完成月末和年末結算。
• 支援預算編制、預測和現金流預測。

2. 項目會計與成本控制

• 監控專案預算與實際支出狀況；識別成本超支、時間錯配和利潤風險。
• 追蹤專案相關成本，包括進口、物流、關稅、保險和分包費用。
• 與專案/營運團隊緊密合作，確保成本確認準確無誤，帳單結算一致。
• 儘早向管理階層指出有重大商業風險。

3. 現金流量與資金管理

• 管理現金流計劃、資金需求和付款優先順序。
• 協調客戶發票、進度索賠和收款跟進工作。
• 監督支付控制、審批流程和銀行安排。

4. 法定、稅務及審計

• 與審計師、稅務代理人、公司秘書和銀行家聯絡。
• 確保遵守馬來西亞法定要求（稅金、銷售與服務稅，如適用）。
• 負責新加坡實體報告的外包公司秘書工作，包括消費稅申報和審計協調。
• 始終確保文件記錄完整，並做好審計準備。

5. 控制、過程和系統

• 維護和改進內部控制、財務程序和審批矩陣。
• 在適用情況下，監督或協調外包的簿記/工資服務提供者。
• 確保跨系統（Excel、會計軟體、共用磁碟機）的財務資料完整性和控制。

6. 管理支持

• 向管理層提供清晰的財務見解，而不僅僅是報告。
• 支持管理階層在定價、利潤率、成本控制和風險敞口方面的決策。
• 根據需要進行臨時財務分析和專案任務。

福利待遇

• 佣金和獎金
• 休閒著裝要求
• 公司旅行
• 醫療保險
• 個人休假
• 開放文化
• 個人發展機會
• 有薪培訓和發展

財務經理的職責包括監督組織的財務狀況，具體涉及製定和管理預算、進行財務分析、編制財務報告以及製定長期財務收益和成長策略。其主要職責還包括確保合規性、管理財務風險以及監督財務部門的運作。

工作職責：

• 負責公司的財務營運、會計和行政職能。
• 編制月度、季度和年度財務報告和管理帳目。
• 管理預算、預測、現金流和財務規劃活動。
• 確保遵守稅務法規、法律要求和公司政策。
• 協調審計工作，並與外部審計師、銀行家和政府部門聯絡。
• 監控應付帳款、應收帳款和總帳活動。
• 制定和改進行政程序和內部控制措施。
• 監督行政人員並支援整體業務運作。
• 協助管理階層進行財務分析和策略決策。
• 保持準確的財務和行政記錄。

職位要求：

* 會計、金融或相關領域的學士學位。

* 具備專業資格（ACCA、CPA、CIMA 或同等資格）者優先考慮。

* 至少5年財務會計工作經驗，有管理經驗者優先。

* 具備紮實的財務報告、預算編制、現金流量管理和稅務知識。

* 有貿易業務經驗者優先考慮。

精通會計軟體和微軟Excel。

* 具備較強的分析能力、領導能力及溝通能力。

* 能夠確保遵守法律、稅務和審計要求。

高度誠信、準確、注重細節。

福利待遇

• 個人休假
• 開放文化
• 個人發展機會

 Finance manager's job description includes overseeing an organization's financial health, which involves creating and managing budgets, conducting financial analysis, preparing financial reports, and developing strategies for long-term financial benefit and growth. Key responsibilities also include ensuring regulatory compliance, managing financial risks and overseeing a finance department's operations. 

Job Responsibilities:

• Oversee the company's financial operations, accounting, and administrative functions.
• Prepare monthly, quarterly, and annual financial reports and management accounts.
• Manage budgeting, forecasting, cash flow, and financial planning activities.
• Ensure compliance with tax regulations, statutory requirements, and company policies.
• Coordinate audits and liaise with external auditors, bankers, and government authorities.
• Monitor accounts payable, accounts receivable, and general ledger activities.
• Develop and improve administrative procedures and internal controls.
• Supervise administrative staff and support overall business operations.
• Assist management in financial analysis and strategic decision-making.
• Maintain accurate financial and administrative records.

Job Requirements:

* Bachelor's Degree in Accounting, Finance, or related field.

* Professional qualification (ACCA, CPA, CIMA, or equivalent) preferred.

* Minimum 5 years of experience in finance and accounting, with managerial experience preferred.

* Strong knowledge of financial reporting, budgeting, cash flow management, and taxation.

* Experience in trading businesses is an advantage.

* Proficient in accounting software and Microsoft Excel.

* Strong analytical, leadership, and communication skills.

* Ability to ensure compliance with statutory, tax, and audit requirements.

* High level of integrity, accuracy, and attention to detail.

Perks & Benefits

• Personal leave
• Open culture
• Personal development opportunities

職位描述

職位：財務經理

工作時間：週一至週五，上午9點至下午6點

地點： :KPMG Tower Bandar Utama, Selangor

職位描述：

• 管理銀行營運和分行網路的日常流動性狀況和現金流需求。
• 確保各分公司資金配置合理，流動性配置有效率。
• 監控流動性水平，確保符合內部財務政策和監管要求。
• 支持融資策略和短期現金管理活動以及流動性規劃。
• 協調財政部對貿易融資和資金需求的支援。
• 保持充足的流動資金緩衝，以滿足營運和業務需求。
• 負責多個分支機構或業務地點的財務活動。
• 協調各分公司間的資金調動和流動性流動，以優化現金利用。
• 確保及時、準確地執行分公司間的結算、資金調撥和對帳流程。
• 在各分公司網路中統一財務流程、控制和操作規範。
• 支持流動性池化計畫和資金管理流程改善。
• 監控營運效率，並找出流程改善和自動化的機會。
• 分析現金流趨勢、流動性狀況和財務績效指標。
• 支持各分支機構的資金和流動性需求預測和規劃。
• 提供優化融資結構和最大限度降低流動性和融資風險的建議
• 準備財務報告、儀表板、預測和管理更新。
• 提供數據驅動的洞察，以支援策略財務和營運決策。
• 利用數位化工具和報告系統來提高財務報告的效率和準確性。
• 確保財務運作符合銀行法規、內部控制和公司治理標準。
• 監控流動性風險敞口、資金缺口和與資金相關的操作風險。
• 支援與財務營運和資金流程相關的內部和外部審計要求。
• 加強跨部門資金流動和國庫治理的控制架構。
• 確保文件記錄完整、保存完好，並遵守財務營運標準和程序。
• 支援持續改善財務風險管理和合規實踐。
• 與分行經理、財務團隊、營運團隊和集團財務部門密切合作。
• 協調各分支機構和總部之間的資金需求和流動性支援。
• 支持總部和共享服務中心推動的財務和營運措施。
• 擔任馬來西亞SSC與寮國銀行業務之間的主要聯絡人。

要求：

• 教育背景：金融、會計、銀行、經濟學或相關領域的學士學位。
• 至少5年財務、銀行或金融服務業經驗。
• 在流動性管理、現金流量管理、資金營運和分公司間資金調動方面擁有豐富的經驗。
• 接觸多分行銀行營運、財務報告和資金協調。
• 具備較強的分析能力、問題解決能力、利害關係人管理能力及溝通能力。
• 精通微軟Excel、財務報告工具和財務系統。
• 具備技術素養、適應能力強，且擁有區域銀行或共享服務中心 (SSC) 環境的工作經驗者優先考慮。

申請連結：https://jobs.persolmalaysia.com/detail/38535?apply_id=38535&utm_source=jobstore&utm_medium=sponsored

聯絡信箱：joey.yap@persolapac.com

福利待遇

• 個人休假
• 開放文化
• 個人發展機會

職位描述

職位：資深產品經理

工作時間：週一至週五，上午9點至下午6點

地點：KPMG Tower Bandar Utama, 雪蘭莪

職位描述：

• 制定並執行策略性舉措，以支持銀行產品成長和收入擴張。
• 支持銀行產品、解決方案和價值主張的開發和改進。
• 設計並實施市場推廣策略，以提高產品採用率和客戶獲取量。
• 為企業銀行業務領域發掘新的商機。
• 支持寮國銀行業務拓展計畫和策略重點。
• 進行市場和競爭對手分析，以加強產品定位和競爭力。
• 監控和分析銀行產品表現、客戶行為、市場趨勢和投資組合成長。
• 制定切實可行的建議，以提高產品滲透率、客戶獲取率和收入。
• 與銷售、產品、行銷和業務團隊緊密合作，優化產品定位和銷售成效。
• 支持定價策略、產品包裝和促銷策略，以提升市場表現。
• 監控銷售績效指標，並提出持續改善建議。
• 進行詳細的投資組合分析、獲利能力審查和業務績效評估。
• 為高階利害關係人準備管理報告、儀錶板、業務預測和策略性業務見解。
• 透過數據驅動分析，識別業務風險、營運差距和成長機會。
• 將複雜數據轉化為可執行的業務建議。利用數位化工具、自動化和人工智慧驅動的洞察，改善決策流程並提高報告效率。
• 與包括財務、風險、營運、IT和業務團隊在內的內部利害關係人合作。
• 與銀行利害關係人聯絡，確保在業務重點、策略性舉措和執行計劃方面保持一致。
• 為高階管理人員提供策略建議、業務更新和績效報告。
• 在多個業務職能部門之間建立強大的工作關係和有效的溝通。
• 支援銀行營運和共享服務中心流程的持續改進計劃。
• 推動營運效率、標準化和流程優化措施。
• 確保遵守集團內部政策、監理要求和銀行治理標準。
• 推廣營運治理、績效管理和服務交付的最佳實務。
• 為銀行業數位轉型和流程自動化計畫做出貢獻。

要求：

• 教育背景：金融、銀行、商業、經濟或相關領域的學士學位。
• 至少5年銀行、金融服務或相關行業的經驗。
• 在中小企業銀行、企業銀行、投資組合管理或銀行產品策略方面擁有豐富的經驗。
• 在業務分析、銷售計劃、產品績效管理、銷售計劃和數據驅動決策方面擁有成熟的技能。
• 具備較強的分析能力、利害關係人管理能力、溝通能力、問題解決能力及跨職能協調能力。
• 精通技術、熟悉報表/儀錶板工具以及人工智慧或數位分析工具者優先考慮。

申請連結：https://jobs.persolmalaysia.com/detail/38502?apply_id=38502&utm_source=jobstore&utm_medium=sponsored

聯絡信箱：joey.yap@persolapac.com

福利待遇

• 個人休假
• 開放文化
• 個人發展機會

職責：

• 負責破產管理工作的各個方面，例如清算、接管和公司自願安排。
• 準備提案、簡報和報告。
• 與銀行家、律師、債權人、債務人、董事和法定機構等外部各方聯絡。
• 進行財務審查並參與談判。
• 在接手和/或清算管理的正常運作過程中，召集並參加與各利害關係人的會議。
• 制定並實施參與計劃，確保按時完成。
• 審核助理/高級顧問完成的工作，提供回饋和改進指導。
• 參與業務拓展活動，包括客戶會議和提案演示。
• 根據需要處理臨時任務。

要求：

• 持有金融/會計/銀行/法律學位或ICAEW/ACCA/CPA Australia/MICPA或同等專業資格證書。
• 至少5年相關行業經驗。
• 具備良好的英語書面和口語能力。
• 優秀的溝通能力和演講能力。
• 具備良好的分析能力，能夠獨立完成分配的專案。
• 較強的組織能力和時間管理能力。
• 具備自我激勵能力，能夠獨立工作，與高階主管建立良好的關係，並在團隊環境中表現出色。

申請連結：https://jobs.persolmalaysia.com/detail/38678?apply_id=38678&utm_source=jobstore&utm_medium=sponsored

• 聯絡信箱：KahYe.Chan@persolapac.com

福利待遇

• 個人休假
• 開放文化
• 個人發展機會

Job Summary

We seek a Relationship Manager for a banking client’s Commodity Structured Trade Finance Department to manage corporate client portfolios, structure credit facilities, and ensure compliance while driving business growth through strong client relationships.

Responsibilities

• Manage and expand the bank’s corporate client portfolio to increase business opportunities
• Acquire new clients by evaluating their financial profiles and structuring appropriate credit facilities
• Perform credit assessments and cash flow projections to support informed lending decisions
• Prepare detailed credit reports to assess and mitigate credit risks effectively
• Conduct thorough KYC checks to ensure compliance with regulatory and internal policies
• Resolve client queries promptly to maintain high client satisfaction and trust
• Collaborate with local and overseas internal teams to align efforts with business objectives
• Execute additional projects or tasks as assigned by the Head of Department or management

Preferred competencies and qualifications

• Bachelor’s degree or higher in Business, Accounting, Banking, Finance, Economics, or related fields
• Minimum 3 years’ experience managing corporate banking relationships
• Experience in syndication, trade finance, or commodities sector
• Strong credit writing and analytical skills
• Excellent verbal communication and interpersonal skills to engage stakeholders effectively
• Proactive, energetic, results-driven mindset with strong business acumen

Phillip Investor Centre is a one-stop financial hub. We offer holistic financial solutions, which includes global stocks trading as well as wealth management advisory service. We are strategically located in neighbourhoods around Singapore to provide convenience to clients. We are looking for positive, results-oriented, and adaptable individuals to join our Phillip Family.

Our Opportunity:

Phillip Investor Centre is the branch network of PhillipCapital Group and is primarily responsible for helping individuals and families with their financial investment needs, be it wealth accumulation or protection. Phillip Investor Centre has the solution for everyone.

Building strong, personal relationships with our clients is a key component to our Partnership in Finance.

Our Investment Consultant/Relationship Manager will pursue this mission through:

• Connecting with clients and placing clients’ interest first.
• Delivering unparalleled quality in service
• Presenting clients with our wide array of financial services and products.

What you'll do:

You will acquire, build and manage a relationship practice made of both new and existing clients, focusing on:

• Client Acquisition and Retention
• Asset Growth and Protection
• Provision of client focused solutions

Typical daily activities include:

• Proactively participate in business development/client acquisition activities.
• Reviewing prospect/client portfolios.
• Propose needs-based solutions to prospects/ clients.
• Attending and responding to customer queries professionally (in person and via phone)

Our Incentive program rewards both your effort in client acquisition and retention. Incentive begins with your first closure. We value integrity, open communication, and relentless focus on the client.

What you need to have:

• A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
• Applicants with at least 2 years of progressive career track record of sales experience in financial services Industry will be considered for Relationship Manager position.
• Applicants who are new-to-financial industry who possess positive attitude and aptitude will be considered.
• Financial Advisory experience and accreditation in CMFAS M5, M6, M8, M9 & HI is an advantage.
• An initiator and team player.
• Good communication skills.

Serial Entrepreneurs are business owners who operate multiple businesses in Singapore and the Region. These are fast growing companies and Serial Entrepreneurs are attracted by solutions that are sustainable and can value-add to their business growth ambitions.

The Segment RM closely partners the Serial Entrepreneur to chart out their milestones and fulfil his/her growth plans across their multiple companies with a suite of banking and digital solutions. The solutions include Sustainability financing, Trade financing, Contract financing, Regional financing, FX hedging and Cash Management solutions which may involve API integration with our technology partners.

The Segment RM will be actively involved in strategic initiatives to co-create propositions, insight studies and data-driven marketing efforts to acquire, engage and deepen the Bank’s wallet share with Serial Entrepreneurs.

Responsibilities

Lead the customer acquisition, ongoing engagement and retention efforts of the assigned Serial Entrepreneurs portfolio

Work with relevant cross-functional stakeholders (including Trade, Regional, Treasury, Wealth, Insurance, Customer Services) to offer solutions propositions to fulfill the Serial Entrepreneurs’ requirements for their group of multiple companies

Pitch Credit Propositions with accuracy, in a well-organized manner supported with sufficient depth of financial analysis, business and credit risk assessment.

Manage existing Serial Entrepreneur Group relationships with timely escalation of credit deterioration

Active participation in strategic initiatives to grow the wallet share

Requirements

Minimum 3 years of experience in Financial Institutions (customer acquisition, engagement, credit analyst etc)

Articulate communicator with high customer-focused attitude to engage key promoters of SMEs in the various banking and beyond banking solutions

Strong collaborative team player with ability to foster trust and rapport with team members and product partners 

Results oriented and driven with the ability to succeed in a dynamic culture

Ability to present and write credit cases with clarity and precision

Highly analytical, methodical and structured in thought approach to problem solving

Degree holder

You will assist in conducting detailed wealth planning to our retail customers and bridging their financial gaps with wealth management products, namely insurance, deposits and unit trusts through customer needs based profiling. Meeting with people of all levels, you will proactively manage and build customer relationships and also to manage the existing customers through in-branch activities, referrals, tele-consulting and follow-up appointments. You should be a Degree holder with at least 1-2 years experience in banking wealth planning experience and necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework.

Interested candidates please email resume in MS Word format to recruit@waterstone.com.sg

Please state your last drawn and expected package, relevant skill sets and the position you are applying for.

Resumes collected will be kept in strict confidence and used for recruitment purposes only.

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.
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Joselito || EA Registration: R25126580

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

About the role

We are partnering with an international private bank to hire an Assistant Relationship Manager to support front-office teams in delivering high-quality wealth management services to high-net-worth clients. This role is based in Singapore and offers exposure to client servicing, operations, and regulatory processes within private banking.

Key Responsibilities:

• Provide day-to-day support to Relationship Managers, ensuring efficient handling of client requests and administrative tasks.

• Coordinate client interactions, including meeting preparation, follow-ups, and preparation of presentations and reports.

• Monitor and manage risks by ensuring completeness of documentation, highlighting discrepancies, and following up on outstanding issues with relevant stakeholders.

• Maintain accurate client records and support onboarding processes in line with internal and regulatory requirements.

• Monitor outstanding items and liaise with internal teams to ensure timely execution of client instructions.

• Assist with business activities such as reporting, expense management, and process improvement initiatives.

Requirements

• Degree in Finance, Business, or a related discipline.

• Relevant experience in private banking, wealth management, or financial services support roles.

• Basic knowledge of investment products and client servicing processes.

• Strong organisational skills, attention to detail, and ability to work in a fast-paced, team-oriented environment.

Interested candidates who wish to apply for the above positions, please click "Apply now"

We regret that only shortlisted candidates will be notified.

JAC Recruitment Pte. Ltd.

EA License No: 90C3026

EA Personnel No: R26162205

EA Personnel Name: Wu Zhen Xi

• Work closely with Team Head and Senior Relationship Managers in developing and maintaining business relationship with existing and potential corporate clients

• Actively participate in the marketing and selling of corporate banking services and products offered by the bank.
• To work with product and risk partners in formulating and executing a coherent account strategy for each client to maximize the total revenues from the portfolio
• To assist in credit analysis and review of corporate financial statements
• To support execution of syndication loan transactions
• Assist Relationship Managers in customer enquiries and/or transaction related to account balances, deposit renewals, loan rollovers, foreign exchange, etc.
• Ensure, through diligent account planning and account management, that all clients have a demonstrated path for generating acceptable risk/return revenues through cross-selling of other products (Deposits, FX, DCM etc.)
• To comply with all company policies and regulatory requirements in carrying out the above objectives

Syndications

• To provide support to originate & execute Structured Finance transactions which includes but not limited to mergers & acquisitions financing, project financing, syndications for South East Asia
• To provide support to develop strategies around Structured Finance transactions to meet asset and revenue budget.
• To provide support to build network and arrange potential syndicated club deals in the primary and secondary markets. 

• To work with Relationship Managers on managing waiver and consent requests from Syndication clients

Structured & Commodity Trade Finance (SCTF)

• To be actively involved in supporting Relationship Managers in all aspects of our Structured & Commodity Trade Finance business
• Support the Relationship Managers for credit risk related matters (including the preparation and submission of credit application papers and loan reviews)

Credit and Risk Management

• Provide support to Relationship Managers in assessing all aspects of risks when establishing banking relationships with new clients
• Ensure compliance with the Group’s Policy & Local Underwriting Standards and in country regulatory requirements and laws pertaining to AML, KYC, etc.
• To take overall responsibility and accountability for the credit quality of the assigned/acquired portfolio, ensuring timely submission of annual reviews and quick turnaround of new cases
• To flag up early warning signals to the Risk Management function and restructure the limits to protect the Bank’s exposure, if required
• No overdue reviews or adverse remarks from internal/external audit

AML/CTF Responsibilities

• Comply with anti-money laundering / counter terrorist financing requirement and sanction risks controls in accordance with regulatory standards and CNCBI policies.

Qualifications

1. Education Qualification

• Under-graduate or Diploma or Degree Holder in Business or Banking & Finance

2. Working Experiences

• At least 3 years of experience in Structured Finance/ Corporate Banking. 

3. Professional Qualification / HKMA Enhanced Competency Framework Qualification / Professional Examination / License

• Understanding of the APLMA Guidelines will be a plus

Summary

We are looking for an experienced Claims Manager to support a claims automation project. You will work closely with Claims, Business Analysts, Data Scientists, and Project teams to ensure the automated claims solution is accurate, reliable, and ready for production. This is a project-based role focused on testing, validation, and process improvement rather than day-to-day claims processing.

Key Responsibilities

• Provide claims expertise to support the development of AI-driven claims automation.
• Validate claims data, business rules, and automation outputs to ensure accuracy.
• Build and maintain a database of non-payable claim items to improve automated decision-making.
• Compare manual and automated claims outcomes, investigate discrepancies, and recommend improvements.
• Validate Intelligent Document Processing (IDP) outputs and ensure data quality.
• Support User Acceptance Testing (UAT), including defect identification, retesting, and business sign-off.
• Prepare claims datasets and documentation for project teams and data scientists.
• Handle exceptions and provide manual intervention for claims outside automation rules.
• Support system stabilisation during parallel runs and post go-live activities.
• Collaborate with cross-functional stakeholders to resolve issues and improve the automation solution.

Requirements

• Diploma or Degree, preferably in Insurance, Financial Services, or a related field.
• 5–7 years of Accident & Health (A&H) claims experience; Life claims experience is an advantage.
• Strong understanding of claims operations and claims adjudication.
• Experience supporting UAT, testing, validation, or process improvement projects is preferred.
• Able to analyse system issues, identify gaps, and work with technical teams to deliver solutions.
• Strong communication and stakeholder management skills, with experience working alongside Business Analysts, Data Scientists, and project teams.
• Good analytical, problem-solving, and documentation skills.
• Fluent in English; Mandarin is a plus.