Total 4,728 Others level Finance / Banking / Insurance job vacancies

Job Summary

Acquire, build, and deepen relationships with existing High Net Worth Individual (HNWI) clients to increase Assets Under Management (AUM) and revenues while delivering professional advisory and portfolio management services aligned with clients’ investment objectives.

Responsibilities

• Develop and maintain comprehensive knowledge of HNWI clients’ profiles, demographics, psychographics, and asset holdings within the Bank and externally to tailor investment strategies effectively
• Serve as the primary point of contact for HNWI clients, ensuring seamless communication and personalized service delivery
• Achieve or exceed revenue and profitability budgets by proactively managing client relationships and identifying growth opportunities
• Analyze and address HNWI clients’ investment needs and objectives to deliver service excellence and enhance client satisfaction and retention
• Conduct all sales and service activities in strict compliance with the Bank’s risk management policies and regulatory requirements
• Generate new business by leveraging existing networks and identifying potential clients to meet defined sales targets
• Utilize Microsoft Office and basic PC skills to prepare reports, presentations, and client documentation efficiently
• Apply expert knowledge of banking and investment products to provide informed advisory services that align with client goals

Required competencies and certifications

• CMFAS certifications
• CACS Papers 1 & 2

Preferred competencies and qualifications

• Bachelor’s degree in any discipline
• Relevant experience in relationship management within banking or financial institutions
• Experience in complementary industries with an established network of HNWI clients

• Oversee the finance function for large-scale or tender-driven projects
• Develop and implement financial frameworks, policies, and governance structures
• Lead budgeting, forecasting, and cost management efforts to drive profitability
• Deliver financial analysis and scenario planning to support business decisions
• Manage end-to-end financial reporting with a strong focus on compliance
• Monitor cash flow, funding needs, and treasury operations
• Collaborate with cross-functional teams to align financial and operational objectives
• Assess financial risks and execute appropriate mitigation plans
• Improve financial processes, systems, and reporting capabilities
• Coach and support the finance team to ensure effective project execution

Key Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• Professional qualifications (e.g., CPA, CA, CFA) are a plus
• At least 8 years of relevant experience, ideally within project-based or contract-driven environments
• Solid expertise in budgeting, forecasting, and financial modelling
• Demonstrated experience in establishing or managing finance functions for large projects
• Strong knowledge of financial regulations and compliance practices
• Effective stakeholder engagement and business partnering abilities
• Proactive, hands-on approach with the ability to adapt in fast-paced settings

Yee Jie Ling Jaslin (R1440114)
Business Edge Personnel Services Pte Ltd (96C4864)

Finance Associate

• Salary: $3,500 - $5,000 + Bonus
• Working Days: 5 days
• Working Timing: 9AM to 6PM
• Working Location: Tanjong Pagar

Qualifications and Requirements

• Diploma in Finance, Accounting, or a related field.
• At least 3 years of working experience as auditor is preferred for this post.
• Must comfortable with overseas travel to China or Malaysia if it required, once or twice per year only.
• Familiar with accounting software (e.g., MYOB, U8) and Microsoft Excel (VLOOKUP, Pivot Table).
• Basic understanding of bank transactions, TT payments, and reconciliation processes.
• Coordination with internal departments and external parties (banks, vendors).

Job Description

This is a full-time, on-site position located in Singapore for a Finance Associate. The role involves managing financial statements, overseeing financial reporting, ensuring compliance with GST regulations, and providing office administration support. Responsibilities include conducting financial analysis, preparing documentation, coordinating administrative tasks, and offering general office support to enable smooth business operations.

Key Responsibilities:

• Preparation of monthly balance sheets, profit and loss statements, and other financial reports.
• Ensure all financial transactions are accurately recorded in the accounting system in a timely manner.
• Monitor daily bank balances and assist in the preparation of weekly cash flow updates and payment processing.
• Assist in the coordination of audits and ensure compliance with accounting standards and regulations.
• Support the preparation of documents for GST filing and corporate tax schedules
• Assist in maintaining a proper filing system for all financial records and support ad-hoc administrative or project tasks as required.
• Assist in preparing draft responses to queries from bankers, auditors, or counterparties.
• Comply with established financial policies, procedures, and internal controls to ensure data integrity.
• Consistently stay abreast with industry trends, regulations, and best practices in finance.

Interested applicants, WA your resume to +65 9136 9792 or email your resume to supreme.yentan@gmail.com.

Tan Yen Zhen (Chen Yan Zhen) Reg No: R25138932

The SupremeHR Advisory Pte Ltd EA No: 14C7279

The role will support the underwriting team in assessing and managing risks for corporate and SME clients. You will evaluate risk profiles, prepare policy documentation, and collaborate with Sales and Actuarial teams to ensure accurate and efficient underwriting processes. You will gain hands-on experience in risk assessment and management, regulatory compliance, and process optimization within the healthcare insurance space.

Critical Tasks and Expected Contributions/Results:

Assist UWs on tasks such as -

•      Manage the UW team mailbox, and allocation of quotes among underwriters

•      Assess the risk of Micro SME quotes

•      Prepare Table of Benefits for renewals and new business inceptions for corporate and SME

•      Perform legal check on new quote census.

•      Screen SME and corporate groups before allocation.

•      Generate reports from system and do the needful formatting

•      Liaise with sales team to manage expectations on quote TATs

•      Participate in problem solving activities to define problems, identify root causes, suggest solutions for continuous improvements of processes and procedures to work more efficiently and effectively

•      Utilize and adhere to internal guidelines and procedures to ensure that all assigned work is processed in timely manner and meet compliant standards

•      Support underwriters in other tasks, as needed

Key Challenges/Anticipated Changes in Environment:

•     Operating ambiguity effectively, even when things are not certain or the way forward is not clear.

•     Maneuvering comfortably through complex policy, process, and people-related organizational dynamics.

Developmental Value of Position:

The candidate will have a complete training schedule including but not limited to the below:

•      Underwriting function 

•      Health Insurance regulations

•      Understanding of health insurance market and competitors’ landscape

•      Cigna products and benefits

•      Underwriting concepts: Premium, claims, Loss Ratio, IBNR, Outstanding, Trend etc.

•      UW Tools & Portals

Experience/Knowledge, Education and Other Requirements:

•     Bachelor’s degree majoring in Finance, Actuarial, Mathematics/Applied Mathematics, Economics, Statistics or similar

•     Proficiency in Microsoft Excel, Word, PowerPoint and Outlook is a must

•     Knowledge of insurance industry and/or medical condition assessment will be viewed favorably

Personal Competencies Required:

•     Attention to details

•     High level of numeracy & accuracy

•     Strong analytical skills

•     Ability to take ownership and time management

•     Able to manage stakeholder expectations

•     Good interpersonal skills

•     Good organizational skills

•     Adaptable

•     Self-motivated, responsible and holds self and others accountable to meet commitments

•     Operating effectively, even when things are not certain or the way forward is not clear

•     Resourceful and independent

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

Job Responsibilities:

· Support sales team with timely and accurate quotation preparation

· Prepare and dispatch Quotation Highlights and monthly reports promptly

· Generate policy illustrations using insurers’ proprietary software

· Respond to enquiries from both internal and external stakeholders

· Provide timely support to consultants and bankers, including preparing and couriering client proposals for meetings

· Data entry into the system accurately

· Adhoc tasks and projects as assigned

Job Requirements

· Minimum Diploma in a related discipline

· Minimum 1 year of relevant experience

· Able to start immediately or within short notice

Interested candidates, kindly email your detailed resumes in MS word format to joseph.koh@ambition.com.sg

Attention to Joseph Koh Wei Jie (R1873431)

Shortlisted candidates will be notified

www.ambition.com.sg

EA Registration Number: R1873431

Data provided is for recruitment purposes only

Business Registration Number: 200611680D. License Number: 10C5117

OCBC opens doors to new opportunities.

Start your career with OCBC as a Senior Personal Financial Consultant!

At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and territories. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. If you have passion, drive and the will to succeed, rise to the challenge today!

Global Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It’s a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That’s a lot to get your teeth into and many career paths to follow. And you’ll be doing it all while learning from the best in an award-winning environment.

What is it like being a Personal Financial Consultant at OCBC?

As a Personal Financial Consultant, you will be based at one of our island-wide Branches and will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include insurance, loans, unit trusts and structured deposits. With an emphasis on consultative selling to meet customers’ needs, you will also proactively build and manage long-term customer relationship and provide good after-sales service to them.

To help you succeed in your role, you will join our structured training program during the first 6 weeks of your career with us. Thereafter you will also have at least 5 training days every year to help you further develop your career and keep your skills sharp and up-to-date with the latest developments in the industry.

As a successful Personal Financial Consultant, you will have the option to take your career forward by either pursuing our Management Route, on the path of becoming a Branch Manager one day, or the Sales Route, growing into a Senior Relationship Manager working with premier private clients. Plus, as a top performer, you will be invited to trips, visiting great locations across the world from Paris, Barcelona to London and many more.

Qualifications

The successful candidate should be able to demonstrate the following selection criteria:

• Preferably has a Degree or a Diploma with at least 2 years of relevant retail banking sales experience.
• Results-oriented go-getter who works well under pressure.
• Prepared to have flexible working hours that may include working on weekends.
• Candidates with more than 2 years of relevant financial advisory experiences and proven sales records will be considered for Senior Personal Financial Consultant position.

SPD Ltd. is seeking a meticulous and committed Finance & Admin Executive to support the financial and administrative functions of the Supported Employment Programme. This role is integral to ensuring accurate financial reporting and smooth operational support for SPD Ltd.’s Enclave Projects, a key initiative that creates inclusive employment opportunities for persons with disabilities.

The incumbent will work closely with external enclave teams, corporate partners, schools, vendors, as well as colleagues from Finance and Procurement departments, to ensure that financial processes are carried out efficiently, accurately, and in a timely manner.

JOB SCOPE/ KEY RESPONSIBILITIES

Finance Functions

• Prepare and maintain accurate monthly and annual financial accounts for management reporting and audit purposes.
• Handle Accounts Receivable (AR) and Accounts Payable (AP) functions for the programme, including invoicing, payments, and reconciliations.
• Ensure timely processing of purchase orders, invoices, claims, and financial transactions.
• Maintain proper financial documentation and records in compliance with audit requirements.
• Liaise with internal stakeholders and external parties (e.g. auditors, vendors, partners) on finance-related matters.

Administrative Support

• Provide administrative support for SPD Ltd.’s School Canteen Enclave Project
• Coordinate procurement processes, including sourcing, purchase orders, and vendor management for all projects under the Programme.
• Maintain organised filing systems and documentation for finance and operations.
• Support general administrative duties related to programme operations.

Stakeholder Coordination

• Work closely with enclave teams, schools, corporate partners, vendors, Finance and Procurement colleagues to ensure smooth financial and administrative workflows.
• Assist in tracking and reporting programme-related financial data where required.

JOB HOLDER REQUIREMENTS

• At least GCE ‘A’ Level/Diploma in Accounting, Finance, Business Administration, or related discipline.
• At least 3 years of relevant experience in finance and administrative roles
• Strong proficiency in Microsoft suite of software.
• Good attention to detail with excellent organisational and time management skills.
• Able to work independently and manage multiple stakeholders.
• Experience in social service, non-profit, or programme-based environments preferred but not a must
• Familiarity with finance and audit processes
• Passion for supporting inclusive employment and social impact initiatives

• Working Location : Suntec Tower
• Working Day : 5 Days 9 – 6 PM 
• Salary Budget : Junior :$4000 - $5,000 + AWS / Senior : $5,000 - $6,800+ AWS

Summary:

• To perform this job successfully, the individual is expected to handle highly sensitive and confidential information while exercising professionalism and discretion.
• Reporting and supporting the Executive Director and will work closely with and supporting the principal.
• Ideal candidate from trust consultancy firm, law firm, banking industry or accountancy firm.
• Preferred working experience as legal secretary, trust specialist, corporate secretary.
• Experience in handling trust administrative, legal documents or fund investment are highly preferred.
•  Assist manager in going through legal documents from law firm and reply to outsource lawyer if have any omission.

Job Duties:

1. Assist in providing administrative support / services as well as solutions meeting the needs for the Company and the Group.
2. Assist in creating, formatting, and proofread documents, including letters, reports, memos, and presentations to ensure accuracy and professionalism in all written materials.
3. Transcript of voice recording of meetings / phone conferences.
4. Draft, review & comments emails / agreements / documents for Executive director’s consideration.
5. Comfortable to identifying and evaluating legal and compliance risks within the company and the group.
6. Monitor and report on regulatory changes and developments.
7. Record and monitor deadlines, update status and tracking internal database / reports of relevant tasks / project assigned.
8. Administer and maintain databases / files; renaming, reorganizing, and maintaining files, folders, documents, and internal database (spearhead converting largely to digitally).
9. Assist in office management.
10. Carry out other ad-hoc tasks / projects assigned by Executive Director

The Supreme HR Advisory Pte. Ltd || 14C7279

Chua Jie Ying (Cai Jie Ying), Evelynn || EA Personnel License R24120580

About our group:

Seagate Research Group (SRG) conducts research to transform Seagate’s considerable technical expertise, innovation, and manufacturing excellence to develop innovative technologies for the rapidly growing datasphere. 

SRG - Data Trust (DT) Vector focuses on increasing security & privacy capabilities to anchor Seagate as the industry leader of trustworthy storage solutions. 

Currently, the DT team is seeking a candidate to research exciting emerging cryptographical algorithms, protocol and/or security technologies. This position offers a variety of opportunities to prototype, experiment, and benchmark innovative ideas and concepts in projects.  

About the role - you will:

As a Data Trust Security Researcher, you will collaborate with a team of researchers and engineers to explore and evaluate next‑generation security technologies. In this role, you will:

Prototype and evaluate cryptographic algorithms, including Post‑Quantum Cryptography (PQC) and conventional cryptography

Assess and validate security protocols for embedded and resource‑constrained environments

Explore memory‑safe programming languages for secure embedded implementations

Research the evolving threat landscape and identify applicable mitigation techniques

Work with Seagate Research teams on topics such as cryptography, product security, and data security

Conduct performance benchmarking, robustness analysis, and experimental validation of security techniques

Contribute to proof‑of‑concepts and experimental platforms involving cryptography, hardware trust, or secure embedded systems

About you:

We’re Looking for Someone Who Is:

Knowledgeable in cryptography, security standards, and protocols

Knowledgeable with memory‑safe languages

A collaborative team player with a proactive, learning‑oriented mindset

Able to clearly articulate technical concepts to both technical and cross‑functional audiences

Your experience includes:

PHD in Cryptology, mathematics or any relevant fields.

Implementing or designing cryptographic algorithms

Applying or researching Post‑Quantum Cryptography (PQC)

Software development

Working with embedded systems programming and debugging security-related projects an advantage

Experience with biometric security systems is an advantage

Development experience in Linux environments

FPGA development or hardware‑accelerated implementations for cryptography or security projects

About the job

Investment Trainee

Pinnacle Consult Pte. Ltd. | Singapore

About Pinnacle Consult

Pinnacle Consult is a premier wealth advisory platform focused on developing the next generation of investment and financial professionals. We provide structured training, mentorship, and real client exposure to help ambitious individuals build a long-term career in wealth and investment management.

Our team works with professionals, business owners, and families to design strategies across investment management, risk planning, estate planning, and wealth preservation.

Role Overview

The Investment Management Trainee (IMT) programme is designed for individuals who aspire to build a career in investment advisory and wealth management.

Through structured training and mentorship, trainees will develop strong foundations in financial markets, portfolio construction, and client advisory.

Successful trainees will progress to become Investment Consultants / Wealth Managers managing their own client portfolios.

Key Responsibilities

• Learn portfolio construction and asset allocation strategies

• Analyse global financial markets and investment trends

• Assist in designing investment solutions for clients

• Support senior advisers in portfolio reviews and client servicing

• Participate in client meetings and investment discussions

• Build relationships with new clients through networking and referrals

• Develop knowledge across investment funds, equities, fixed income, and structured solutions

• Stay updated on macroeconomic developments and market movements

Roles & Responsibilities

• Application Support - Provide Level 1 support for SAP S/4HANA modules and CPQ application, addressing user queries, issues, and incidents.

• Issue Management - Troubleshoot, track, and resolve incidents, escalating to higher support levels as required.

• Change Request - Work closely with process owners and business teams to document requirements for enhancements.

• Testing & Validation – Prepare and execute UAT scenarios in collaboration with business users; validate system changes, fixes, and enhancements before production deployment.

• Process Improvement - Analyse recurring issues and identify opportunities and propose process enhancements or automation opportunities.  

• Document recurring issues, maintain knowledge base articles, and support user training sessions.

• Communication – Ensure proper communication between IT, business teams, and external vendors for issue resolution.

• Compliance & Standards: Ensure adherence to IT policies, security standards, and change management processes in all SAP-related activities
  

Job Requirement

• Bachelor’s degree / Diploma in information technology, or a related field.

• 1 year of IT Application support experience in an end-user environment.

HOW TO APPLY:

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

We regret only shortlisted candidates will be notified.

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: Lee Jia Xiang

EA Personnel Reg No: R25158171

Role Purpose: As a key member of the Zone CorporateFP&A team, you will drive the financial performance oversight for theSAPMENA region. You will provide detailed analysis to the Zone CFO and act as apivotal link between Country Corporate Controllers, Finance Division heads andcountry CFOs.

Key Responsibilities

1. Financial Planning &Zone Analysis

• SAPMENA Business Sharing: Coordinate and consolidate financial data to facilitate business sharing sessions, ensuring transparency and alignment across the zone.
• Finance ManCom Analysis: Prepare and present strategic financial deep-dives for the SAPMENA Finance Management Committee to support decision-making.
• P&L Analysis & Oversight: Take full ownership of the Zone P&L, monitoring performance against targets, identifying variances, and proposing corrective actions.
• Valorization & Gross Margin: Analyze the drivers of Gross Margin and valorization (price/mix/volume effects) to protect and improve profitability across the region.
• Suivi de Gestion: provide deep-dive insights/analysis and high-quality presentation deck during Suivi de gestion
• Flash Reporting: Lead the "2nd Flash" process for the SAPMENA ManCom, providing rapid, accurate, and actionable updates on month-end performance.

2. CAREX & Prospective

• CA-REX Management: Oversight Net Sales and Profit to ensure investments are aligned with the zone’s strategic priorities.
• Multi-Divisional Prospective: Drive the yearly prospective process across all divisions, providing a forward-looking view of the zone’s financial trajectory.

3. Financial"Animation" & Stakeholder Engagement

• Community Management: Animate the network of Country Corporate Controllers across the zone to ensure best practice sharing and consistency in reporting standards.

 What are we looking for?

• Controlling background/ experience
• Strong analytical and Analytical capacity and ability to perform analyses regarding monthly, quarterly and annual reporting
• Business-oriented, business planning, decision-making
• Good communication skills (verbal / written) & interpersonal skills to develop network with BEST, CFO and zone stakeholder (internal clients)
• Ability to collaborate, strong emphasis on teamwork, internal customer focused attitude within Corporate team

What will you get?

You will work with passionate colleagues whoexhibit creativity, flexibility and a relentless amount of energy! These areinspiring people who happily embrace change, diversity and challenges.

In the workspace, you will enjoy flexible workinghours, amazing products and of course a great career development track! 

Job Description & Requirements

Job Description & Requirements

Hiring: Finance Junior Specialist (Full-time, 5 Days)

Location: Jalan Besar, Singapore
Working Hours: Monday – Friday, 8:30 AM – 5:30 PM,Weekends and Public holidays off
Salary: Around $3,800 per month
Benefits: AWS (pro-rated based on months served), health insurance, 14 days annual leave.

Job Responsibilities

· Assist with various financial and accounting tasks within the organization.

· Prepare weekly and monthly cash flow forecasts.

· Assist in generating financial reports and submitting them to the Korea HQ.

· Prepare and arrange all required bank-related documents.

· Manage inquiries and communication with HQ.

· Support finance functions including accounts payable/receivable, financial reporting, budgeting, and financial analysis.

· Handle fortnightly and yearly cash flow management.

· Verify with recipients to ensure successful receipt of remittances.

· Update daily USD/SGD exchange rates based on MAS rates.

· Prepare and review schedules for cash flow reconciliation.

· Review and process Accounts Receivables Purchase (ARP) requests in compliance with facility agreements.

· Monitor debtor credit limits, payment performance, and overdue accounts.

· Handle other ad hoc finance-related duties as assigned.

Requirements

· Strong understanding of accounting principles and financial analysis.

· High attention to detail and accuracy in handling numerical data.

· Proficiency in financial software and systems.

· Good communication and coordination skills.

· Able to work independently and as part of a team.

 Interested applicants, please send your resume via WhatsApp to Melissa at 9172 7088.

• 1-year renewable contract
• Good company benefits & locations
• Top oil trading company

Role
Reporting to the Trade Finance Manager, the Trade Finance Executive is responsible for managing receivables and payables for physical product trading, handling LC issuance and negotiations, reviewing trade contracts, coordinating with operations on trade and shipment details, and processing payments. He/She will also maintain updated trade data for month-end closing and provide receivables and payables information for cash flow planning.

Requirements
The successful candidate will hold a degree in accounting or a related field, with a minimum of 3 years of experience in accounting or trade settlement. Prior working experience with a commodities trading company is a must. You will have strong knowledge of trade finance instruments (L/Cs, bank guarantees, etc.), as well as excellent attention to detail, organizational skills, and the ability to manage multiple tasks simultaneously.

Apply
To apply, please submit your resume to James Yan at James@kerryconsulting.com, quoting the job title and reference number JA33411. Only successful shortlisted candidates will be notified.

Licence No: 16S8060
Registration no: R22104741