Total 34 support advisor job vacancies in Finance / Banking / Insurance category in Singapore

1. Corporate budgeting and planning
Own and manage the construction and realization of corporate's annual operation plan, monthly budget fulfillment, forecast and review of revenue and sales pipeline, to ensure corporate's end to end financial operations are positively contributing to achieving corporate growth targets.

Lead weekly and monthly communications of corporate business plan, achievements, and progress of initiatives to both internal and external stakeholders to ensure all stakeholders are aware of hindrances and identify support required such that there is corporate unity inmoving into any actions needed to remove obstacles and achieving corporate objectives and key results.

2. Corporate regulatory compliance
Identify and execute business activities and process improvements to drive corporate operational excellence in sales, finance and internal office processes, as well as ensure all business activities are conducted with integrity in compliance with regulatory.

3. Corporate and customer productivity management
Identify sales and operational productivity targets based on pipeline and service fulfillment movements to increase team awareness of management’s corporate goals, as well as identify and drive urgent actions required to manage potential risks and disruptions in sales and operations.

Build and analyze account management of pareto accounts to support sales planning of market development.

4. Human capital management
Identify development targets for team members and assist team members to continuously increase and expand the dept of their analytical output quality, as well as continuous evaluation of staff performance and identify rectifying actions if needed or proposals for numerations adjustments to ensure all team members are contributing in fulfilling corporate goals.

- Candidates without relevant experience are welcome to apply

- Interested candidates may apply directly or reach out to our recruiters (Edwin Teo; EA Personnel No. R24123520; Whatsapp +65 8833 0192)

- Perm Hire Directly With Singapore Local Bank Client

- Open to Diploma / Degree Graduates without relevant work experience/certifications in wealth management

- About the Department: The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

- Personal Financial Services:We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

We are looking for driven individuals who...

• Enjoys front line sales
• Are motivated by rewards & recognition
• Desire fast track career progression

With a structured training program provided, you will...

• Create distinctive banking experiences for our clients
• Provide expert financial advice on our clients' wealth journey
• Leverage on our Bank's network to meet and achieve sales targets

Job Responsibilities

As a Personal Wealth Executive within the Personal Banking business, you will be responsible for rendering financial advisory to BANK'S mass-market customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of BANK'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 (i.e. FAA and other related statutory Acts)

Job Requirements

• A recognised university degree
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Proven ability to achieve sales target
• Resourceful and able to work with minimal supervision

Responsibilities

• Prepare policy illustrations and client presentation materials to support Insurance Specialists in their advisory engagements.
• Provide operational and administrative support for new business submissions and policy servicing. This includes coordinating medical appointments with clinics, submitting required documentation to insurers, processing payment advice, and engaging with internal and external stakeholders to progress applications and transactions efficiently.
• Prepare policy review packages for existing in-force policies, ensuring accuracy and completeness of documentation.
• Execute general administrative duties, including printing and binding documents, as well as arranging local and international courier services.
• Provide cross-support to the Wealth Planning team, particularly in trust administration tasks when required.

Requirements

• Diploma or Degree in Business, Finance, Banking, or a related discipline.
• Minimum of 2 years’ relevant experience within Bancassurance or Insurance Brokerage environments.
• Excellent interpersonal skills with the ability to communicate effectively with diverse stakeholders.
• Demonstrated ownership of outcomes with a high level of drive to achieve personal and professional objectives.
• Well-developed organizational abilities, with effective project coordination and management skills.

At ClaimsAssist, we’re not just about helping clients with their insurance claims — we’re about being there when it matters most.
If you have a heart for people, a mind for solutions, and a drive to build a meaningful career, we invite you to join us.

Your Role:

As a Claims Specialist - Client Solutions Advisor, you’ll be the bridge between our clients and their peace of mind.
You'll assist clients with navigating their claims journey and guide them toward securing better protection for their future needs.
Every interaction is an opportunity — to build trust, offer guidance, and open doors to new possibilities.

Key Responsibilities:

• Provide professional support to clients through their claims process, ensuring a smooth and hassle-free experience.
• Conduct thoughtful conversations to identify clients' broader financial protection gaps.
• Propose tailored solutions that help clients safeguard their income, health, and future lifestyle goals.
• Build long-term client relationships through consistent care, regular updates, and proactive service.
• Stay up-to-date with product knowledge, claims processes, and client needs through continuous training and development.

Who We're Looking For:

• Local Singaporean or Permanent Resident (PR)
• Minimum Diploma qualification (any field — we value attitude and aptitude)
• Bilingual in English and Mandarin — to support our diverse client base
• Excellent communication skills — confident, warm, and solution-focused
• A self-starter with a strong sense of responsibility, resilience, and professionalism
• Sales-driven mindset — you believe in adding value to people’s lives and are motivated to achieve personal and team success

What You’ll Gain:

• A unique career path combining client service and advisory work
• Attractive income potential with performance-based incentives
• Structured mentorship and training programs to build professional mastery
• A vibrant and supportive team culture that celebrates growth and achievements
• Opportunities to make a real difference in people’s lives while securing your own financial future

At Claims Assist, you won't just find a job — you'll build a purpose-driven career.
If you’re ready to start a journey that rewards both your heart and your ambition, we’re ready to meet you.