Total 4,723 Others level Finance / Banking / Insurance job vacancies

Job Scope

1) Process claim application
2) Checks for disbursement
3) Exception handling and refunds
4) Attend to escalated enquiries on claims
5) Collation of data / information / statistics for regular reporting
6) Provide administrative support
7) Undertake additional tasks as assigned

Requirements

1) At least Diploma holder
2) 1 to 2 years of working experiences (preferably) in processing claims, disbursement and refund
3) Good interpersonal and communicate skills (oral and written)
4) Must uphold strong code of work ethnics and confidentiality of information
5) Detailed and meticulous
6) Able to work under pressure to meet deadlines
7) Good working knowledge of Microsoft Office, especially in using MS Excel

Please submit resumes to john@oaktree.com.sg with the following details in MS Word format:

- Position applying for

- Current remuneration

- Expected remuneration

- Notice period

John Goh Meng Chye

EA License No : 06C4642

EA Reg No : R1102621

We regret that only shortlisted candidates will be notified.

Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.

Responsibilities:

• Provide administrative and client service support to Relationship Managers servicing Private Banking clients.
• Respond to all client enquiries and instructions and provide resolution to most issues and requests.
• Monitor transactions and activities in client accounts
• Support RMs in the provision of financial advisory services to clients.
• Maintain client data and reports, such as: contact lists, account numbers, facilities details, status of credit reviews/renewals, etc
• Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials.
• Coordinate with Product Groups, Operations and other functional areas as necessary
• Ensure adherence to internal and external regulations and policies at all times

Requirements:

• Minimum 1 - 3 years of relevant experience in client servicing, operations or sales support within financial institutions
• Bachelor degree or diploma holder
• Strong understanding of financial products and services
• Excellent interpersonal, communication and client interfacing skills
• Meticulous, strong attention to details
• Possess future oriented mindset, strive to innovate and adapt to changes
• Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
• Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient
• Preferably CACS certified

Trust Relationship Manager will be responsible for a portfolio of trusts and/or companies structures.

Main Duties

·      Responsible for managing client relationships for the structures under care.

·      Attend to clients’ matters promptly and provide solutions to clients’ queries

·      Responsible for daily administration of trust and/or companies, including but not limited to preparing letter of requests pertaining to account opening, insurance transfer/purchases, property transfer/purchases etc, revocation, termination, and preparing trust review packs for clients meeting, reviewing and/or revising of letter of wishes, appropriate trustee and company minutes and resolutions

·      Review and approve periodic reviews, investment review and transaction reports prepared for structures under care

·      Conduct trust review with clients and explore room for assets consolidation

·      Attend client meetings independently for structures under care or with team head for complex structures, where applicable.

·      Interact and liaise with private bankers, intermediaries and clients on trust and/or company matters

·      Participation in ad-hoc projects

·      Act in accordance with core values (Lasting Value, Integrity, Forward-looking, Respect, Responsibility) of the organisation and demonstrate the highest standards of business and personal conduct.
 

Requirements

·      Min 5 - 8 years of trust relationship and administration handling experience

·      Familiar with local governing trust laws and regulations; and standard AML policies and requirements by Financial Institutions.

·      Strong communication and interpersonal skills

·      This role involves regular communication with a mix of clients who speak Mandarin and hence requires handling of documents and email communication written in Chinese.

·      Proficiency in Cantonese is an advantage for engaging certain client segments, but it is not compulsory.

·      Able to work with little supervision, and has initiative to complete work independently

·      Manage clients’ expectations and suggest /provide solutions

·      Good time management and organizational skills.

·      Eye for details and able to manage multiple priorities.

·      Team player

·      STEP or a WMI qualification preferred

Job Description

Myer Gold will provide you with the relevant training to assist you in your role as Personal Assistant cum Office Admin.

Personal Assistant

· Provide full secretarial and administrative support to Directors

· Manage Directors calendars, scheduling & organizing meetings

· Arrange travel bookings for Directors personal and business trips

E.g. Flight tickets, hotel accommodation, car transfers, restaurant reservations and country entry applications if needed.

· Prepare and submit monthly reports on Director’s reimbursement and other expenses claims.

· Coordinates Directors personal/home matters and assists family members on any ad-hoc as assigned

· Handling office season parking and insurance payments

· Help and assist our clients with travel arrangement bookings (eg. hotel, car transfers, private jet etc.) and oversee clients Singapore home installation/maintenance etc.

· Maintain and upkeep all confidential documents in proper filling system

· Doing internet research and personal purchases for Directors

· Able to maintain confidentiality

Office Administration

· Assist and support Financial Analysts on various ad-hoc reporting requests.

· Assisting on Compliance Internal Audit checking

· Collate staff expense claims and monitor keep track of annual & medical leaves

· Monitor all Petty Cash expenses, prepare monthly report

· Maintain proper filing system, perform data entry including data management and file sharing

· Purchasing & replenish of office stationery and pantry supplies, maintain the general upkeep of office cleanliness

· Ordering name cards and office printing requisitions

· Answering incoming /redirecting calls and courier arrangements when necessary

· Liaise with vendors for office maintenance etc.

· Other ad hoc as assigned

Requirements:

· Applicants must possess at least Diploma, Advanced/Higher/Graduate Diploma, Certificate in Office Skills or equivalent OR 2- 3 years PA/Senior admin experiences are welcome to apply

· English and Chinese as working languages, proficiency in listening, speaking, reading, and writing

· Ability to liaise internally and externally on administrative and other matters.

· Initiative to learn and get things done efficiently and accurate.

· Good attitude & able to take stress

· Good time management and strong sense of urgency and priorities

Years of Experience: 2-3 years and above

Responsibilities

• Assist in performing monthly foreign currency translation exercises for overseas companies using accounting system.

• Assist in performing sub-group and group consolidation.

• Assist in preparation of monthly reporting package and variance analysis.

• Assist in handling group financial reporting requests from parent holding companies.

• Assist in the preparation of supporting notes to financial statements for Group’s quarterly, half-yearly and annual financial statements.

• Assist in preparation of presentation materials for quarterly Audit and Risk Committee (“ARC”) and Board meetings.

• Liaise with external and internal auditors for audit exercises.

• Drafting of audited financial statements of Singapore companies.

• Preparation of quarterly compliance checklist and MAS quarterly survey.

• Any ad-hoc task that may arise.

Requirement

• Chartered Accountant (CA) with Degree in Accountancy or equivalent

• At least 6 years of relevant accounting and / or audit experiences in a similar position

• Knowledge in International Financial Reporting Standards

• Proficient in Microsoft excel and PowerPoint

• Knowledge in system implementation will be advantageous

• Well organized, able to multi-task, meticulous and with eyes for details

• Able to work independently and as a team

Description (Team description, responsibilities and main tasks of the role, etc.)

We are seeking a highly motivated professional to join our Structured Finance team as a Senior Vice President or Executive Director.  In this role, you will support the origination, structuring and execution of Asset Finance transactions, with a primary focus on aircraft and vessels.  The position will be based in either Singapore, Hong Kong or Tokyo where you will contribute to expanding our activities in the Asia-Pacific region, working closely with clients, internal stakeholders and external partners to deliver tailored financing solutions.  This position offers the opportunity to lead complex deals in a fast-paced market, contributing to the bank’s strategic objectives in sustainable and innovative asset financing.

Key Responsibilities:

▪          Origination and Business Development:  identify and pursue new business opportunities in aircraft and vessel financing, including leasing, secured lending, and structured finance deals.  Build and maintain relationships with key clients, such as airlines, shipping companies, lessors, and investors, to develop a pipeline of transactions.

▪          Transaction Execution:  lead the end-to-end execution of deals, from initial structuring and due diligence to negotiation, documentation, and closing.  Collaborate with legal, risk, compliance, and credit teams to ensure efficient processes while mitigating risk.

▪          Market Research and Strategy:  monitor market trends, regulatory developments, and competitive landscapes in the aviation and maritime industries.  Provide insights and recommendations to senior management on potential opportunities and risks in the sector.

▪          Client Relationship Management:  act as a trusted advisor to clients, offering customized financing solutions that align with their strategic goals.  Foster long-term partnerships to drive repeat business and referrals.

▪          Team Collaboration and Leadership:  mentor junior team members, contribute to cross-functional projects, and support the overall growth of the Asset Finance business.  Ensure adherence to the bank’s policies, ESG principles, and international standards in all transactions.

▪          Risk Management:  assess credit, operational, and market risks associated with asset finance deals, implementing appropriate mitigation strategies to protect the bank’s interests.

Qualifications (Academic background, previous experience, languages, technical knowledge, soft skills, etc.)

Qualification & Experience

▪          Bachelor's degree in Finance, Business, or Economics or related disciplines; advanced degrees (eg. MBA, CFA, etc) or professional qualifications are highly desirable.

▪          7 to 12+ years of relevant experience in Asset Finance or related roles with banking, leasing, or advisory firms.

Knowledge & Skills

▪          Proven track record in originating and executing transactions specifically in aircraft and/or vessel financing.

▪          Familiarity with international financing regulations, including those relevant to aviation (eg. Cape Town Convention) and the maritime sectors.

▪          Additional experience in Project Finance (e.g., power, infrastructure, or TMT) or specialized Structured Finance products is highly desirable.

▪          Strong expertise in deal structuring, financial modelling, credit analysis.

▪          Excellent negotiation, communication, and relationship building abilities.

▪          Ability to work independently and collaboratively to deliver high-quality results under tight deadlines

▪          Willingness to travel within the Asia-Pacific region and occasionally to Europe.

▪          Proficient in Microsoft Office applications (Excel, PowerPoint, Word) and AI analytical tools

Language

▪          Fluent in spoken and written English. Spanish or Japanese (or other Asian languages) will be viewed favourably. 

This is a perm role for one of our banking clients

Job Scope

A Private Banking Team Head or RM Head leads and manages Relationship Managers to achieve sales targets, grow assets under management, and deliver excellent customer service to high net worth clients through tailored investment strategies and effective team leadership.

Responsibilities

• Manage Relationship Managers (RMs) to achieve key performance targets and sales goals
• Communicate company goals and business strategies proactively to align team efforts and formulate strategic plans
• Follow up on critical updates, clarify team needs, and provide necessary support
• Monitor RM performance against targets and implement corrective actions for underperformance
• Coach RMs by delivering constructive feedback, guidance, and ongoing support to enhance skills and results
• Develop and communicate clear career progression plans to RMs, fostering talent growth within the Bank
• Implement measures to build and maintain a strong RM talent pipeline internally
• Foster teamwork within the team and across cross-functional groups, resolving conflicts promptly and fairly
• Serve as a role model and ambassador for the BDO Brand, exemplifying leadership standards
• Champion BDO initiatives actively within the team and the community served
• Drive sales growth through effective use of the Center’s distribution channels and support cost management in sales activities
• Execute competitive sales and performance strategies including acquisition, cross-selling, market penetration, and client retention
• Analyze business results and cascade insights to the team to inform actions
• Stay informed on market trends and competitor activities to maintain competitive advantage
• Support new product launches and marketing program development and implementation
• Lead marketing efforts for branch products and services to increase visibility and sales
• Build and maintain strategic relationships within the assigned area to enhance franchise profile and generate new business opportunities
• Drive delivery of positive customer experiences by the RM team, ensuring high service standards
• Address escalated customer issues or complaints promptly and efficiently
• Ensure appropriate escalation of issues to Head Office when necessary
• Engage with new or valued customers alongside Relationship Managers to strengthen relationships
• Participate in recruitment by referring candidates and conducting interviews for team vacancies
• Oversee onboarding processes to integrate new hires effectively into the team
• Identify and communicate training and certification needs aligned with sales career development, and monitor compliance with training requirements
• Monitor team adherence to Bank policies and regulatory requirements
• Support administrative investigations and disciplinary actions involving team members as needed
• Oversee team compliance with sales and operational policies to manage risks and achieve excellent audit ratings
• Maintain robust Know Your Customer (KYC) standards in accordance with policy and local regulations
• Report suspicious or unusual transactions timely as required by regulations
• Ensure adherence to appropriate sales practices at all times
• Perform additional duties as assigned to support team and organizational goals

Professional Certification & Licenses

CACS certified CACS I and II

CMFAS certified: M1B, M5, M6, M6A, M8, M8A

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 Peciller | EA Reg No: R25126580

Accounts / Finance

· Maintain full sets of accounts for all company entities

· Perform bookkeeping and month-end bank and loan reconciliations

· Prepare supplier and office expense payments

· Follow up on customer collections

· Liaise with auditors and company secretaries

· Prepare and submit quarterly GST filings for entities

· Prepare financial reports for director sign-off

· Track monthly freight invoices and verify any incorrect charges  

· Prepare quarterly commission calculations (for sales)

· Monitor incoming shipments and allocate payments accordingly (advance payments vs invoices), with weekly checks to ensure payments are accurate  

HR-Related Matters

· Prepare monthly payroll and staff claim payments

· Submit monthly CPF contributions  

· Prepare HR documentation (employment letters, increment letters, and management-related correspondence)

· Submit required documents to government agencies (e.g. Auto-Inclusion Scheme (AIS)

Administrative

· Handle general administrative duties, including completing and submitting required forms/documents for various entities (e.g. bank forms, supplier documents)

· Manage office supplies and office-related expenses (Order Drinking Water, Stationeries)

RESPONSILITIES:

Financial Management and Reporting

· Assist in monthly and year-end closing for the charity and its subsidiaries.

· Prepare group-level consolidated financial statements, including group cash flows statements with adjustments.

· Coordinate with external auditors to prepare audited financial statements and fulfil audit requirements.

· Contribute to the production of the organisation’s annual report, including compilation of information from various department and liaising with designer and printer

· Assist in the preparation and submission of GST returns, including Longer-Period Adjustment (LPA).

Investment & Disbursement Oversight

· Support the monitoring and reporting of investment performance, including data analysis and liaison with bankers.

· Track and report on donations and sponsorships disbursed by the charity in alignment with approved budgets and strategic goals.

Governance & Internal Audit support

· Coordinate with external and internal auditors, providing required documentation, facilitating audit fieldwork, and tracking post-audit actions across entities.

· Assist in drafting and updating internal policies and SOPs in line with the Code of Governance for Charities and IPCs and relevant regulations.

· Ensure compliance with SFRS, IRAS and Charities Act, including timely and accurate statutory submissions.

Committee of Management & Sub-Committee Support

· Prepare and present quarterly finance and operational reports in both English and Chinese for the Committee of Management and relevant sub-committees (Investment and Corporate Goverance).

· Assist in drafting accurate meeting minutes for sub-committee meetings.

· Maintain proper documentation of board resolutions, meeting papers, and governance records.

Systems & Controls

· Maintain financial records using Xero and Workday,

· Ensure robust internal controls are in place and support process improvements for financial efficiency and accuracy.

REQUIREMENTS:

· Degree in Accounting / Finance and/or a related discipline

· Minimum 3 -5 years of relevant experience, ideally in a charity, foundation, group finance, or audit-support role.

· Solid knowledge of group consolidation, finance reporting, and audit coordination.

· Proficient in XERO, Workday or equivalent accounting software.

· Familiarity with investment portfolio monitoring and financial performance analysis.

· Strong written and verbal communication skills in both English and Chinese.

· Excellent attention to detail and ability to handle confidential information.

PREFERRED QUALIFICATIONS:

· Member of ISCA or pursuing a professional qualification (e,g CPA, ACCA).

· Prior experience in a charity of Institution of a Public Character (IPC) setting.

· Familiarity with Teochew community and values is an advantage.

Occasionally may need to stay on weekday evening or weekend to support organisational events.

Salary will commensurate with relevant experience and educational qualifications.

about the company
A leading international financial institution with a strong regional presence in Asia, recognized for its commitment to excellence and high standards of service. This established firm provides a stable and professional environment focused on long-term growth and market leadership.

about the job

• Facilitate the end-to-end product lifecycle and new product creation
• Perform regular monitoring and periodic reviews to ensure investment offerings remain high-quality
• Manage administrative processes for product configuration and database maintenance
• Coordinate special assignments and participate in user acceptance testing for platform enhancement

skills and experience required

• Fundamental understanding of various asset classes including equities, fixed income, and derivatives.
• Meticulous approach with a strong focus on detail and process integrity.
• Effective communication abilities to work with diverse internal stakeholders.
• Proactive mindset with a commitment to maintaining robust control standards.
• Collaborative team player capable of managing project-based tasks effectively.

To apply online please use the 'apply' function.

Charlene Lin (EA: 94C3609/ R21100955)

Job Description

SingStart Pte. Ltd. is a fast-growing company specializing in cross-border business services, compliance advisory, and corporate solutions. We are looking for a detail-oriented and responsible Accountant / Finance Executive to join our team.

Key Responsibilities

• Handle full set of accounts including AP, AR, GL and bank reconciliation
• Prepare monthly financial reports and management accounts
• Ensure timely GST filing and tax compliance
• Liaise with auditors, tax agents, and corporate secretary
• Process payroll and CPF submission
• Assist in budgeting and financial planning
• Maintain proper accounting records and ensure compliance with local regulations

Requirements

• Diploma / Degree in Accounting, Finance, or related field
• Minimum 2–3 years of relevant accounting experience in Singapore
• Familiar with Singapore GST, CPF, and accounting standards
• Proficient in accounting software (e.g. Xero, QuickBooks, or similar)
• Strong attention to detail and good organizational skills
• Able to work independently and meet deadlines

Preferred Qualifications

• Experience in SME environment or corporate services firm
• Knowledge of cross-border business / e-commerce accounting is a plus

• Investigate card scam cases, including evidence gathering, analysis, and interviewing, in line with e-payments user protection guidelines.
• Prepare detailed investigation reports for regulatory and internal purposes.
• Liaise with customers to investigate cases and communicate outcomes.
• Ensure timely follow-up and resolution of assigned cases.

Interested applicants may email resume to kellychooi@recruitexpress.com.sg

Chooi Kelly (CEI Registration No: R25136207)

Recruit Express Pte Ltd (EA: 99C4599)

We regret only shortlisted candidates will be contacted

About the Client

Our client is a reputable Investment Bank with active businesses across global equities, fixed income, derivatives trading, and wealth management. As part of their continued growth in the region, they are seeking a legal entity controller to join the regional finance team. This role offers strong exposure to regulatory reporting, capital adequacy monitoring, and multi-entity financial oversight within a dynamic trading environment.

Key Responsibilities

• Own the full financial accounting and month-end close for the Singapore entity, ensuring integrity of trade-to-ledger interfaces, reconciliations, and robust balance sheet governance across equities, fixed income and derivatives.
• Drive daily monitoring of MAS risk-based capital adequacy requirements and oversee timely, accurate regulatory submissions.
• Act as a key finance partner to local, regional and head office stakeholders, ensuring high-quality financial reporting and alignment across jurisdictions.
• Strengthen internal controls, governance standards and operating processes to enhance compliance, scalability and risk management across Singapore-managed entities.
• Lead statutory reporting, audit and tax coordination, while contributing to finance transformation and strategic projects to support evolving regulatory and business demands.

Requirements

• Bachelor’s degree in Accountancy or a related discipline; CPA qualified or in progress
• Minimum 5 years of relevant experience within asset management firms or banks; prior Big 4 audit training is advantageous
• Proven experience managing financial, regulatory, and statutory audits
• Analytical and commercially minded, with the ability to operate independently while driving process improvements
• Proficient in MS Office, with experience in SAP or similar ERP systems
• Strong communicator with confidence in presentation and stakeholder management

Application Process

Interested candidates may submit their CV quoting the job title to Tina Wang at tw@empowerpartners.sg. Only shortlisted candidates will be contacted.

License No: 24S2395

Registration No: R2090553

Details of the Division and Team:

The role sits within Deutsche Bank’s Private Bank, under the Banking, Lending and Investment Solutions (BLIS). BLIS is responsible for delivering scalable banking, lending, and investment solutions to Private Bank clients globally. The position is part of the Private Bank Investment Solutions COO, within the Strategy Execution team, which focuses on translating Private Bank and BLIS strategic priorities into executable initiatives, driving cross‑functional delivery, governance, and execution discipline.

The role reports to the Head of Strategy Execution in the Private Bank’s Banking, Lending and Investment solution area . This role is responsible for driving, in close cooperation with Agile / Transformation teams, the implementation of various strategic and Change-the-Bank (CtB) projects for Investment Solutions. This includes the adjustment of advisory processes within the context of the Target Operating Model (TOM) as well as the build-out of our product platform to cater for emerging (e.g. digital) assets. The position ensures that all initiatives are aligned with regulatory requirements, operational risk standards, and organizational objectives.

What we will offer you:

A healthy, engaged and well-supported workforce is better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center.

You can expect:

• Flexible benefits plan including virtual doctor consultation services

• Comprehensive leave benefits

• Gender Neutral Parental Leave

• Hybrid working arrangement

• 25 days of annual paid leave, plus public holiday

• A culture of continuous learning to aid progression

Your key responsibilities:

• Leading the implementation of strategic and other Change‑the‑Bank (CtB) projects for Investment Solutions, including the further development of advisory processes and the product platform, in collaboration with Agile and transformation teams and in line with the Target Operating Model (TOM)

• Ensuring all project activities and deliverables comply with regulatory requirements, operational risk frameworks, and the strategic objectives of the organization

• Working closely with cross‑functional teams, including control functions, coverage units, product specialists and other relevant stakeholders, to ensure seamless project execution

• Driving stakeholder management and change‑management activities to ensure the successful implementation and sustainable anchoring of projects

• Act as a central interface for transformation‑related communication, both internally and externally, including progress reporting, analysis and decision‑making support

• Responsible for resource planning and progress monitoring to ensure timely and effective delivery of prioritized initiatives

Your skills and experience:

• Minimum 10 years of experience in Private Banking/Wealth Management within Strategy Execution capacity

• Proven experience in leading change‑management initiatives and cross‑functional projects, applying a continuous‑improvement mindset

• In depth knowledge of investment products in Retail and Private Banking / Wealth Management, including associated risks, control frameworks and regulatory requirements

• Strong understanding of investment product manufacturing processes as well as supporting system infrastructure

• Master’s degree in any relevant professional qualifications in the field of investment or capital markets management

• Strong leadership, communication, and interpersonal skills, with the ability to influence and engage senior stakeholders effectively

About us and our teams:

Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.

Deutsche Bank & Diversity
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

☑ Good Bonuses

☑ Near MRT

☑ Family Friendly Environment

Job Description:

• Responsible for Accounts Receivables & Payables.
• Responsible for all claims & process payments.
• Maintain bank records & reconciliation.

Requirements:

• At least a NITEC in Accounting or related certifications.
• Minimum 1 years of related working experience.
• Experience with XERO is a preferably but not a must.

To apply, please include the following details inside your CV for faster processing:

• Reasons for leaving each past & current employment
• Salary drawn for each past & current employment
• Expected Salary
• Earliest availability date

We regret that only short-listed candidates will be contacted shortly.

Loh Puay Hwee David

EA License | 24C2215

EA Registration Number | R1766892