Total 6,053 Others level Finance / Banking / Insurance job vacancies

• Position : Finance Executive (Full Sets/Audit Reports)
• Location : Orchard – TripleOne Somerset
• Working hours : Monday to Friday | 9am - 5.30pm
• Salary (commensurate with experience) : Up to $4,500 + AWS + Variable Bonus + Up to 16 days of Annual Leaves + Medical Benefits
• Duration : Permanent
• Industry : Vessel Management

Main Responsibilities:

• Handle financial analysis, budgeting, and finance reports.
• Check audit reports and supporting documents.
• Maintain accurate accounting records.
• Assist with month-end and year-end closing.
• Liaise with auditors, banks, and internal teams when required.
• Support shipping-related documentation when needed.
• Assist with vessel buying and selling matters. Training will be provided.
• Handle other ad hoc finance and admin duties.

Requirements:

• Minimum of Diploma in Accountancy with at least 3 years of experience
• Knowledge of Full Sets (Not required to do but must have knowledge)
• Candidates with Shipping/Vessel/Maritime experience will have strong advantage

Email to: chloe@searchpersonnel.com.sg

Do visit www.facebook.com/search.personnel for more job listings.

***We do not charge our candidates any referral fee nor bind them with any contract.***

Chloe Ong

Deputy Consulting Director (APAC)

Reg no.: R22105510

EA No: 13C6684

Key Roles & Responsibilities

• Handle Full Set of Accounts.
• Inter-Company balances reconciliation with UK,US,FR subsidiaries.
• Transaction reconciliations based on various platform data.
• Monthly closing of accounts, schedules, reconciliations and reports.
• Quarterly GST or overseas VAT/OSS reporting.
• Full spectrum of AR & AP duties.
• Ensure proper recording and filing of documents.
• Ensure completeness of documentation (including approvals) for all invoices and credit notes issued.
• Daily update of General Journal and input of all accounts data into Xero Software.
• Hands-on experience in cloud accounting systems such as Xero would be an advantage.
• Perform ad-hoc duties as assigned from time to time by Senior Finance Manager.

Requirements

• Degree/Master in Accounting.
• Proficient in MS Excel Privet Table.
• Able to take responsibility, being accountable.
• Team Player and able to work on own initiative.
• Positive attitude, communication & coordination skills.
• Ability to fulfil time-critical tasks on time, keep schedules and deadlines.
• 5 days’ work week.
• Fresh graduate are welcomed.

Job Description

• Collate and manage all the details regarding the application for the assigned business vertical. Information could span from details of systems interfacing, content of the various data being posted, data held within the application etc.
• Support user community on business queries and guidance on better usage of the system on daily BAU activities.
• Clear understanding the scope of the project, the changes associated and support the Project Manager in impact assessment. Clearly document the rationale for projects where no impact is assessed.
• For project where there is an impact, play a governance role in ensuring that the design (in terms of the level of information required from source to core processing is aligned with the strategic data flow strategy.
• Collate and rationalise all stakeholders’ requirements and walkthrough these requirements with team
• Actively partnering with the team in the solutioning process to ensure that the business solutions being implemented are thought through from a long term, standardization, design for no operations, front-end configuration perspective.
• Assess and propose appropriate testing approach and sign off criteria to stakeholders and get concurrence.
• Overall UAT management in terms of UAT timeline, batch run/ re-run and managing the tester’s testing result.
• Prepare proper documentation on the data flow, design, business solutioning and testing approach in accordance with predefined template.

Qualifications:

• Bachelor's degree in a technical or business discipline or equivalent experience
• Team oriented and ability to work under pressure.
• Excellent execution skills in a multi-tasking mode and follow-up effectively.
• Self-starter with excellent communication and interpersonal skills.
• High level of accuracy & attention to detail.
• Knowledge of JIRA and SQL would be good to have

IInterested candidates may send in their resume and cover letter directly to gem.cabria@manpower.com.sg (R1434374), stating the position as the subject title in the email.

Jireli Gem Mejia Cabria | EA License No. 02C3423 | Personnel Registration No. R1434374

Please note that your response to this advertisement and communications with us pursuant to this advertisement will constitute informed consent to the collection, use and/or disclosure of personal data by ManpowerGroup Singapore for the purpose of carrying out its business, in compliance with the relevant provisions of the Personal Data Protection Act 2012. To learn more about ManpowerGroup's Global Privacy Policy, please visit https://www.manpower.com.sg/privacy-policy

• Handle daily treasury transactions (e.g. deposits, FX, borrowings)
• Monitor inter-company loans and support interest computation and settlement
• Perform month-end closing and reconciliations for treasury activities
• Prepare reports for management, including analysis and financial summaries
• Ensure compliance with accounting standards and internal policies
• Support tax and GST-related treasury matters
• Assist with banking administration and system controls
• Provide support to stakeholders on treasury-related queries
• Participate in projects and other ad-hoc duties

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

Job Summary

Join Standard Chartered's Corporate & Investment Bank (CIB) as a Channels Product Manager for Digital Assets in Singapore and play a pivotal role in shaping the future of digital banking experiences for corporates, financial institutions, and small medium enterprises.

Operating within the Digital Channel Solutions team under Transaction Banking, this role will lead the design and evolution of the digital channel client journey for Digital Assets, spanning tokenized deposits, stablecoins, and digital assets custody. This includes turning complex propositions into practical, client-centric solutions that are simple to understand, secure to use, and scalable across client segments.

This role will also be a go-to authority for client and internal education, thought leadership, and Digital Assets related product knowledge for channels, bringing innovation and a strong understanding of the evolving digital assets landscape.

Key Responsibilities

• Lead the channel strategy, design, delivery of Digital Assets propositions and end-to-end digital channel journeys across tokenized deposits, stablecoins, and digital assets custody, ensuring strategic fit and clear client value for our target corporate and institutional clients. This includes defining journey vision, prioritising features, driving delivery timelines and ongoing optimisation and commercialisation of client journeys.

• Identify opportunities through client conversations, business demand, market developments, and your understanding of the digital assets ecosystem to determine the most impactful journeys, products, and features to build. You will apply customer-centric discovery and design methods to shape intuitive B2B digital experiences and secure stakeholder buy-in across client segments

• Work with respective stakeholders to determine the relevant digital channel stack, data model, platform capabilities, and system architecture required to deliver secure, scalable, and intuitive Digital Assets experiences, while determining when best to build, buy, or partner for new technologies and third-party integrations

• Influence, inspire, and collaborate closely with cross-functional teams including design, technology, compliance, operations, legal, and business stakeholders to translate complex Digital Assets propositions into clear, effective, and commercially viable digital client journeys

• Drive go-to-market strategies by partnering with sales, coverage, other product partners, implementation, and client service teams, orchestrating seamless product positioning, client onboarding, and education initiatives to maximise digital adoption.

Risk Management

• You are resourceful and results oriented. You find a way to get things done without sacrificing quality and integrity.

• You will ensure all governance requirements are understood and met during the product development lifecycle, including but not limited to on-boarding 3rd parties, co-ordinating Consolidated Risk Assessments, managing prioritization for tech teams and ensuring adequate testing is completed.

Regulatory and Business Conduct

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.

• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.

• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

• Lead to achieve the outcomes set out in the Bank’s Conduct Principles

Key Stakeholders

• Transaction banking Cash, Trade and Securities Services, Financial Markets, Digital Assets Centre of Excellence

• Legal and compliance

• External Clients

• Technology

• Vendor and Third Party Partners

Our Ideal Candidate

• 10 + Years of working experience in either Banking, Fintech, payments with a strong preference for experience in the digital assets space.

• Strong understanding of Digital Assets trends, including tokenized deposits, stablecoins, and digital assets custody, with the ability to translate market developments, client needs, and domain knowledge into compelling digital product and channel opportunities

• Strong product management experience in blockchain, web3, digital assets, or adjacent emerging technology domains, with demonstrated ability to design and scale intuitive B2B client journeys and digital experiences

• Experience working in financial services, corporate banking, transaction banking, and/or enterprise fintech in a product development role, ideally focused on digital channels, client platforms, or emerging technologies serving corporate, FI, and SME clients

• Strong business writing, communication, and stakeholder management skills, with the ability to articulate complex Digital Assets concepts clearly to clients, senior stakeholders and partners

Role Specific Technical Competencies

• Digital asset product and ecosystem knowledge

• Blockchain and Digital Asset Infrastructure Knowledge

• Digital Channel Architecture and Platform Design

• Product life cycle management

• Technology Delivery and Product Development Tooling

• Understanding of APIs and systems integration

About Standard Chartered

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

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

Together we:

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

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

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

What we offer

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

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

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

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

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

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

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

Recruitment Assessments

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

Visit our careers website www.sc.com/careers

[Job ID: 1070953]

Join our Priority Banking – Offshore team as a Relationship Manager and shape the financial future of our high-net-worth clients.

We offer more than just banking; we provide bespoke wealth solutions. In this role, you will be the primary advisor, conducting consultative analysis to understand and meet the unique financial objectives of our offshore clients.

We are seeking a dynamic professional with at least 3 years of relationship management experience. Your expertise will be crucial in deepening client relationships by providing insightful market updates and trend analysis. If you are driven to exceed targets and thrive in a collaborative, high-performing environment, this is your opportunity to build a rewarding career with a leading international bank.

Responsibilities

• Conduct consultative financial analysis and profiling sessions to understand clients’ needs and objectives.
• Strengthen client relationships by providing regular market updates and insights on local and international financial products, with a focus on Malaysia.
• Collaborate with team managers to develop monthly plans for achieving and exceeding sales targets.
• Participate in marketing and promotional activities to support client acquisition and business growth.
• Uphold the organisation’s values and ensure compliance with regulatory and ethical standards.

Requirements

• Minimum 3 years of experience in relationship management within financial services.
• Strong understanding of wealth management principles and banking processes.
• Knowledge and experience in offshore markets is an added advantage.
• Excellent communication and interpersonal skills with a client-centric approach.
• Degree from a recognised institution.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Tung Chi Jun (Deng Zijun)
EA Personnel Reg. no.: R25157470
EA License no.: 07C5771

[Job ID: 1059795] 
 

Job Summary: 

Exciting opportunity to lead branch sales and deliver tailored wealth solutions for clients in a dynamic banking environment. 
 

Responsibilities: 

• Conduct financial analysis and profiling sessions to understand clients’ needs and objectives. 

• Build and deepen client relationships through regular market updates and trend analysis. 

• Promote a wide range of banking products, including structured notes, FX trades with leverage, and corporate or sovereign bonds. 

• Deliver customised wealth management solutions such as bancassurance, loans, and investment products. 
   

Requirements: 

• Minimum 1 year of sales experience in wealth management within banking. 

• Diploma or Degree in any discipline from a recognised institution. 

• Strong communication and interpersonal skills to foster client relationships. 

• Results-driven, dynamic, and self-motivated. 
  

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities. 
 
Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/ 
 

EA Personnel Name: Tung Chi Jun (Deng Zijun) 
EA Personnel Reg. no.: R25157470 
EA License no.: 07C5771 
 
#SCR-chi-jun-tung 

Interested applicants are invited to apply directly at the NUS Career Portal. Please note your application will only be processed if you apply via NUS Career Portal.

NUS Career Portal link: https://careers.nus.edu.sg/job/Research-Associate-in-Sustainable-Finance-%28SGFIN%29/33177-en_GB/?st=9150308994CF31FCAACEE319707B32B09BE6EC1E

We regret that only shortlisted candidates will be notified.

The Role

The Sustainable and Green Finance Institute (SGFIN) is a new university-level research institute in the National University of Singapore (NUS), jointly supported by the Monetary Authority of Singapore (MAS) and NUS.  SGFIN aspires to develop deep research capabilities in sustainable and green finance, provide thought leadership in the sustainability space, and shape sustainability outcomes across the financial sector and the economy at large.

This role is ideally suited for those wishing to work in academic or industry research in the financial sector, particularly in the area of sustainable, responsible, and green investing and valuation. The responsibilities of the role will include designing and developing a framework to distill various information regarding corporate sustainability efforts and performance into various metrics that can be analyzed further to support decision making in the corporate, financial, and societal spheres.

There are no teaching obligations for this position, and the candidate will have the opportunity to develop their research portfolio.

Duties and Responsibilities

The successful candidate will be expected to assume the following responsibilities:

• Design research projects in close collaboration with the Institute’s Directors (Prof. Sumit Agarwal / A.Prof Johan Sulaeman / A.Prof Weina Zhang) and Research Affiliates
• Take ownership and responsibility for the successful delivery of research projects, ensuring they are completed within the required deadline and allocated budget, and meeting/exceeding project specifications and targets
• Participate in pre-project activities such as identifying required resources to ensure project completion including staffing and organizational needs of the project team, and preparing high-level project plans with project timeline and resource requirements
• Development of research hypotheses
• Plan and contribute to the collection and organization of corporate financial and sustainability disclosures
• Plan and contribute to the collection and organization of information regarding government policies and regulations in the sustainability space
• Contribute to qualitative and quantitative analyses of existing frameworks, to extend existing frameworks to develop a more comprehensive framework
• Monitor progress of research projects and provide necessary interventions to ensure smooth completion of each project
• Manage and coordinate project deliverables, ensuring their quality
• Manage the collaborations with research and industry stakeholders, including providing periodic progress updates and deliverables for grant funding body or project sponsors
• Manage industry partners’ expectation by understanding their needs and providing realistic expectations and scope of each project
• Preparation of results for industry communications, presentations, and academic articles for journal publications
• Guide, mentor, and supervise research analysts on the project team
• Work closely with the rest of the SGFIN team to support SGFIN’s activities and objectives

Qualifications

• Academic background in the following subjects is preferred: finance, accounting, economics, business, sustainable/green finance, sustainability management, or related disciplines. A bachelor’s degree is required, a master’s degree in one of these subjects is highly preferred, with a PhD degree preferred
• Basic understanding of financial sector (banks and other financial institutions), financial markets, corporate financial statements, and credit risk analysis, is required.
• A thorough knowledge of the research field of sustainable economics or finance is highly preferred.
• Quantitative analytical and/or financial econometric skills, including knowledge of advanced statistical software packages, are highly desired, along with experience with empirical research methods, including developing, conducting and supporting research and data analysis of research projects.
• Proactive in problem solving.
• Good time management and planning skills with a commitment to delivery.
• Strong project management skills, with ability to manage several projects concurrently.
• Strong delivery management experience, with proven track records in managing and steering projects towards smooth execution and on time delivery.
• Adaptive to change with a positive work attitude.
• Enthusiastic team player who is self-driven, committed, and willing to take initiative.
• Strong interpersonal and leadership skills, effective in coordinating stakeholders, fostering teamwork, and leading high performance project team.
• Excellent verbal and interpersonal communication skills, along with strong written communication skills.

[Job ID: 1489103]

Job Summary:

Join us as a Case Manager and play a pivotal role in delivering seamless, end-to-end insurance solutions for high-net-worth clients. You will serve as the critical link between insurers and sales consultants, managing the full lifecycle of insurance applications with precision and professionalism. This is an excellent opportunity for an experienced insurance professional to grow within a dynamic and client-focused organisation.

Responsibilities:

• Act as the primary liaison between insurers and sales consultants, ensuring smooth coordination of all case matters.
• Manage end-to-end processing of insurance applications and documentation.
• Generate product highlights, quotations, and insurer illustrations for sales meetings.
• Provide new business and after-sales support to sales consultants.
• Maintain accurate documentation and ensure proper filing within internal CRM systems.
• Coordinate pre-submission tasks, including medical appointment bookings, KYC documentation preparation, and insurer application forms.
• Handle new business submissions to insurers and support sales consultants through to policy inception.
• Manage monthly reporting requirements for banking partners.
• Respond promptly to inquiries from internal and external stakeholders.

Requirements:

• Minimum 2–3 years of case management experience with high‑net‑worth clients, preferably within insurance broking or the insurance industry.
• Ability to use various software tools to generate insurer illustrations.
• Strong understanding of insurer underwriting requirements for efficient case submission.
• Proficient in Microsoft Word, Excel, and PowerPoint.
• Proficiency in Mandarin language for liaising with Mandarin-speaking clients and stakeholders.
• CMFAS Modules 5, 9, 9A, and HI certification is an added advantage.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference:

https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Tung Chi Jun (Deng Zijun)

EA Personnel Reg. no.: R25157470

EA License no.: 07C5771

[Job ID: 1625588]

Responsibilities:

• Oversee end-to-end case management for insurance applications and ongoing policy servicing
• Manage daily operational workflows, turnaround times, and service quality standards
• Collaborate closely with consultants and internal and external stakeholders to resolve complex cases
• Drive process improvement initiatives to enhance operational efficiency and client experience
• Provide guidance, support, and mentorship to junior team members
• Ensure accurate documentation, regulatory compliance, and adherence to internal policies

Requirements:

• Proven experience in client management, relationship building, and delivering high-quality service within the high-net-worth (HNW) segment
• Strong understanding of life insurance products and insurance brokerage operational processes, particularly for HNW clients
• Excellent organizational, multitasking, and time management skills to manage complex and high-volume cases
• Effective written and verbal communication skills with strong attention to detail and professionalism
• Leadership or team supervision experience is an added advantage
• Familiarity with the Singapore insurance regulatory environment is an added advantage

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Tung Chi Jun (Deng Zijun)

EA Personnel Reg. no.: R25157470

EA License no.: 07C5771

• Provide leadership, guidance, and supervision to the Finance team to ensure efficient daily operations.

• Foster a collaborative team environment and promote continuous improvement in finance processes and controls.

• Oversee the full spectrum of finance functions including statutory reporting, management reporting, budgeting, forecasting, treasury management, fixed assets, inventory accounting, and Accounts Payable/Receivable.

• Ensure timely and accurate preparation of financial reports in accordance with applicable accounting standards and regulatory requirements.

• Prepare and review consolidated management reports and financial statements for management reporting purposes.

• Manage the year-end statutory audit process, including preparation of audit schedules, supporting documentation, and liaison with external auditors.

Requirement

• Bachelor’s Degree in Accountancy or a recognised professional qualification such as ACCA, ISCA, or CA.

• At least 5 years of relevant finance and accounting experience, with a minimum of 3 years in a supervisory or leadership capacity.

• Sound understanding of accounting standards and statutory financial reporting requirements.

To submit your application, please apply online or email us at apply@rn-care.com.

Your interest will be treated with the strictest of confidence. We regret that only shortlisted candidates will be notified or contacted.

RN Care Pte. Ltd
EA License No: 17C8900

• Provide timely and accurate financial information and analysis to support decision making across the organization

• Perform financial planning and analysis work, including providing detailed variance analysis for monthly/quarterly reports, board papers, and other external reporting requirements

• Prepare cashflow projections, quarterly forecast and annual budget for area of accountability. Review and challenge operational plans by reviewing underlying drivers and assumptions made when preparing quarterly forecasts and annual budget

• Support the business teams in the evaluation of the potential investment / divestment and business operation considerations during acquisition / divestment process. Liaise with other finance functions to ensure that accounting and tax impacts are appropriately considered

• Support system design and implementation for budgeting and planning

• Support implementation from changes in SFRS(I) requirements

• Review existing procedures and systems and identify opportunities in process improvement, system enhancement, automation and digitalization

• Such other duties and responsibilities as may be reasonably requested by your immediate supervisor / the head of department from time to time

Job Requirements

• Degree in Accounting or Business/Finance or equivalent

• Minimum 5 years of relevant working experience

• Displays positive attitude, team player, meticulous and the ability to multi-task and work under tight timelines

• Able to work independently and possess good communication skills

• Proficient in MS Office applications

• Knowledge of SAP S4 and OneStream would be advantageous

• Must be able and willing to accept intra-department or inter-division transfers/job rotations, and henceforth changes in work scope and responsibilities

Job Description

• Monthly Accounts Consolidation – Prepare and present consolidated financial statements for management and key stakeholders.

• Audit & Tax Compliance – Liaise with external auditors and tax agents to ensure full compliance with statutory and regulatory requirements.

• Regulatory Compliance – Ensure all entities within the group adhere to applicable legal and regulatory standards.

• Financial Reporting & Review – Deliver accurate and timely financial reports on a monthly, quarterly, and annual basis in both English and Mandarin.

• Cross-Border Coordination – Act as a key liaison between management and external stakeholders across Singapore and China.

• Team Management – Lead and manage the finance team, ensuring timely and accurate month-end closing for both Singapore and China entities.

• Conflict Resolution – Proactively identify and resolve operational or team-related issues to maintain efficiency and effectiveness.

• Holding Company Matters – Support and manage matters relating to the holding company/head office in Singapore and China, as directed by the Chief of Staff.
  

Job Requirement

• Bachelor’s Degree or higher in Accounting, Business Management, or a related field.

• Minimum 10 years of relevant experience, preferably within the Construction or Engineering industry.

• Prior experience in a China-based MNC environment will be an advantage.

• Proficient in Mandarin to communicate effectively and prepare reports for China-based stakeholders.

• Able to thrive in a dynamic environment, with strong ability to manage expectations and meet tight deadlines.

• Strong analytical skills with the ability to assess complex issues, evaluate implications, and recommend effective solutions.

• Willing to travel overseas for business purposes as required.

JobDescription:

Roles& Responsibilities:

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

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

JobRequirements

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

Responsibilities:

• Compile investment reports and presentations on existing and prospective investments, tracking valuation and investment performance.
• Coordinate with private and retail bankers for smooth investment execution and trade processing (primarily across Singapore and US markets).
• Prepare quarterly & yearly Management Accounts and Financial Statements to comply with local statutory reporting requirements.
• Liaise with external tax service providers for Singapore and US tax compliance.
• Provide administrative and financial support regarding the family office's real estate portfolio in Singapore and Indonesia.
• Maintain and update both business and personal calendars.
• Prioritise and coordinate appointments, meetings, events, and travel schedules across different time zones.
• Accompany the Director on business and/or personal travel as required.
• Handle comprehensive itinerary planning, accommodation, flight bookings, visa applications, and on-ground logistics.
• Act as the primary gatekeeper and point of contact between the Director and internal/external stakeholders, including senior leadership, vendors, personal contacts, and business partners.
• Handle highly sensitive, private, or personal data with absolute discretion.
• Assist in monitoring ongoing business and personal projects, ensuring timelines are met.
• Support with personal errands, household arrangements, special occasions, and ad-hoc requests to enable the Director to focus on strategic priorities.

Requirements:

• Minimum 3 years of working experience in the Finance, Banking, Investment, Corporate, or Audit sectors.
• Experience or familiarity dealing with US market stock trading and equity options trading is highly advantageous.
• Strong analytical/financial reporting skills combined with top-tier organisational and multitasking abilities.
• High proficiency with Microsoft Office(especially Excel and Word), Google Suite, and modern digital scheduling tools.
• A strong understanding of or interest in financial markets, paired with a practical, hands-on attitude toward handling personal/lifestyle assistant tasks.
• Willingness and adaptability to travel(sometimes on short notice) and manage ad-hoc tasks.
  

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified

Reeve Lim Kok Kiong
Recruit Fast Pte. Ltd. (EA License: 23C1828) 
EA Personnel: R1330005
Email: reeve@recruitfast.sg 
Website: www.recruitfast.sg