Total 295 Finance / Banking / Insurance job vacancies in Fortitude Valley

Job Description:

• Plan, design, and execute User Acceptance Testing (UAT) activities to ensure systems and applications meet business requirements and user expectations.
• Develop and maintain detailed test plans, test scenarios, test cases, and test scripts based on business and functional requirements.
• Execute test cases and document test results accurately and comprehensively.
• Identify, document, and track defects, bugs, and system issues, working closely with business users, developers, and project teams to ensure timely resolution.
• Perform testing on new system enhancements, modifications, and releases prior to implementation.
• Validate that system functionalities, workflows, and integrations perform as intended and align with business requirements.
• Prepare clear and concise test documentation, including test evidence, defect logs, and testing status reports.
• Collaborate with stakeholders to gather feedback, clarify requirements, and provide updates on testing progress.
• Participate in test planning, requirement reviews, and project discussions to ensure testing requirements are adequately addressed.
• Support post-implementation validation and assist with issue investigation where required.
• Ensure testing activities are completed within project timelines while maintaining high standards of quality.

How to Apply:

Interested applicants, please email your resume to zoeychng@recruitexpress.com.sg

Kindly note that only shortlisted candidates will be contacted.

Zoey Chng Chu Xin

CEI No: R24125496

Recruit Express Pte Ltd

EA Licence No: 99C4599

Campaign Operations & Execution

• Execute and deliver campaign fulfilment through processing of customer rewards,communications or distributors rewards, communications
• Execute campaign tasks including data preparation, marketing consent management, campaign system setup, User Acceptance Testing (UAT), fulfilment coordination, and handling ad-hoc exceptions.
• Support new campaign processes with automation to increase productivity, reduce risk or improve customer/ distributor experience
• Support Campaign Managers in distributor briefings and ground activations, and act as the primary contact for distributor queries on campaign logistics before and after launch.
• Collaborate with cross-functional teams and fulfilment platforms to ensure smooth campaign delivery and an exceptional customer experience.
• Track and monitor campaign performance and budgets against approved targets.

Quality Assurance & Compliance

• Ensure data accuracy, proper segmentation, and compliance with marketing consent requirements.
• Plan and complete user testing for respective platforms to ensure successful campaign deployment or fulfilment.
• Troubleshoot operational issues promptly,including data errors, system glitches, and fulfilment challenges
  
  Joy Yeow Zhi Qian
  (CEI Registration No: R2096261)
  Recruit Express Pte Ltd (EA Licence No: 99C4599)

Campaign Operations & Execution

• Execute and deliver campaign fulfilment through processing of customer rewards,communications or distributors rewards, communications
• Execute campaign tasks including data preparation, marketing consent management, campaign system setup, User Acceptance Testing (UAT), fulfilment coordination, and handling ad-hoc exceptions.
• Support new campaign processes with automation to increase productivity, reduce risk or improve customer/ distributor experience
• Support Campaign Managers in distributor briefings and ground activations, and act as the primary contact for distributor queries on campaign logistics before and after launch.
• Collaborate with cross-functional teams and fulfilment platforms to ensure smooth campaign delivery and an exceptional customer experience.
• Track and monitor campaign performance and budgets against approved targets.

Quality Assurance & Compliance

• Ensure data accuracy, proper segmentation, and compliance with marketing consent requirements.
• Plan and complete user testing for respective platforms to ensure successful campaign deployment or fulfilment.
• Troubleshoot operational issues promptly,including data errors, system glitches, and fulfilment challenges
  
  Joy Yeow Zhi Qian
  (CEI Registration No: R2096261)
  Recruit Express Pte Ltd (EA Licence No: 99C4599)

Job Highlights

• Conveniently located at Dhoby Ghaut MRT
• Executive Health screening, GP Clinic and Radiology Centre.
• 5.5 days' week.

About The Opportunity

As part of the clinic admin team, you will be a key member of our Clinic and Medical Centre, ensuring the efficient management of administrative tasks and contributing to the smooth operation of our facility.

What You'll be Doing

Claims and Billing Management

• Submission of claims to corporate programme and insurer portals. Accurately and promptly submit insurance claims and follow up on any discrepancies or issues that arise.
• Manage invoicing and billing to patients and clients. Prepare and send invoices to patients and clients, track payments, and manage any billing inquiries or issues.

Medical Records Office

• Manage incoming and outgoing medical reports. Handle the receipt, processing, and distribution of medical reports, ensuring confidentiality and compliance with relevant regulations.
• Manage laboratory reports. Receive and verify lab results, submitting to doctor for review and compiling into medical reports for patients, liaison with lab partner on queries and issues.

Communication and Correspondence

• Monitor and respond to emails from patients, clients, and other stakeholders in a timely and professional manner.
• Handle incoming phone calls, provide information, schedule appointments, and direct calls to the appropriate personnel.
• Handle patient inquiries and concerns. Address patient questions and concerns, providing excellent customer service and ensuring patient satisfaction.
• Appointment scheduling and coordination. Schedule and confirm patient appointments, coordinate with medical staff, and manage the appointment calendar.

Operational Support

• Support clinic operations. Assist with various administrative tasks to support the overall operations of the clinic, including registering/discharging patients at the counter, clerical tasks, restocking of clinic supplies and other duties as assigned.

What We Are Looking for

• ITE, Diploma or equivalent; additional certification in Healthcare Administration or related field is a plus.
• Previous experience in a Medical administrative role or similar position is highly preferred.
• Strong organizational and multitasking skills.
• Excellent communication and interpersonal skills.
• Proficiency in using medical software and office applications.
• Knowledge of medical terminology and billing practices.
• Ability to work independently and as part of a team.
• High level of discretion and confidentiality.

We regret to inform that only shortlisted applicants will be notified for an interview.

To learn more about our Organization, please visit https://www.alliancehealthcare.com.sg.

• Assist in the preparation of client review documents
• Support the DPM (Discretionary Portfolio Management) portfolio managers with proposal and pitchbook preparation
• Assist in the preparation of account opening and closure documentation
• Actively support the DPM team in the daily activities and tasks assigned
• Liaise and work closely with various internal stakeholders on DPM administrative matters
• Support the DPM team in their day-to-day management of the DPM mandates offered by the Bank, including pre & post trade monitoring of the transactions to ensure mandates or funds's adherence with the stated guidelines and the Bank's in-house investment policies
• Assist in ad-hoc projects UAT projects, admin and any work as assigned by supervisors

Job Requirements:

• Min Degree with 1-2 years banking or private banking experience with a good understanding of financial market and products would be preferred
• Strong proficiency in Microsoft Excel and PowerPoint; knowledge of VBA, excel formulas (e.g. array) would be advantageous.

Interested candidates please send in your resume to:
Topaz Liang Huimin (CEI No. R1104500), email to: west5@recruitexpress.com.sg
EA License No: 99C4599

Job Summary

This role handles customer calls on banking products and services, providing accurate information, resolving enquiries, and assisting with basic account-related requests. It also involves identifying customer needs and escalating more complex issues to relevant teams.

Responsibilities

• Handle inbound (and sometimes outbound) customer calls related to banking products and services (e.g. accounts, cards, loans)

• Address customer enquiries, requests, and complaints in a professional and timely manner
• Provide accurate information on bank policies, procedures, and transactions
• Assist with basic banking requests (e.g. card activation, account updates, dispute reporting)
• Identify customer needs and escalate complex issues to relevant departments when required

Requirements

• Prior experience in customer service/call centre

Other Inormation

• Jurong East/Changi Business Park
• 5 days (1pm - 10pm, 2pm - 11pm, 3pm - 12am)
• $2,500 - $3,500 + $1,000 shift allowance

Yana Norzamry | Personnel Registration No: R26160959 | EA Licence No.91C2918

Job Overview:

We are seeking a highly experienced and strategic Head of Finance to lead the Company's finance function. The role is responsible for overseeing all financial activities, including financial reporting, budgeting, forecasting, treasury management, taxation, compliance, and internal controls, ensuring accurate financial information and strong governance in accordance with relevant accounting standards.

The Head of Finance will serve as a key business partner to senior management, providing financial insights, analysis, and recommendations to support decision-making, operational efficiency, and business growth.

This role requires strong technical accounting expertise, commercial acumen, and leadership experience, with the ability to manage complex finance operations in a fast-paced environment.

Key Responsibilities:

Financial Reporting & Analysis:

• Prepare and present timely, accurate financial statements and reports in compliance with accounting standards and regulations.

• Analyze financial performance and variances against budget, providing actionable insights to management.

• Assist in completing the group consolidation and financial reporting process.

• Oversee month-end and year-end close processes.

Budgeting and Forecasting:

• Lead the annual budgeting process, collaborate with department heads to set financial targets, and provide regular forecasts and variance analysis to track performance.

• Regularly update financial forecasts and provide insights on potential risks or opportunities.

• Provide financial insights and recommendations to support strategic and operational decision-making.

• Support financial modelling and scenario analysis for business planning and initiatives.

Internal Controls & Compliance:

• Design, implement, and oversee internal controls to safeguard the company’s financial assets. Ensure compliance with regulatory and legal requirements.

• Coordinate audits and ensure successful completion of external and internal audits and resolve any discrepancies.

Cash Flow Management:

• Oversee cash flow forecasting, ensuring liquidity to meet the company’s obligations.

• Optimise working capital by managing accounts payable and receivable.

• Support treasury-related activities to ensure effective financial resource management.

Team Leadership & Development:

• Lead and mentor a team of finance professionals, fostering a collaborative and high-performance environment.

• Identify training and development opportunities to enhance the skills and capabilities of the finance team.

Strategic Financial Planning:

• Collaborate with senior leadership to develop financial strategies that support company growth, operational efficiency and profitability.

• Contribute to long-term strategic planning, investment decisions, and risk management.

• Monitor and oversee project budgets, forecasts, and actual cost tracking across all phases.

Taxation:

• Oversee tax compliance, ensuring timely and accurate filings, and liaising with external tax advisors.

• Monitor and manage tax liabilities, ensuring the company benefits from available tax incentives and credits.

Other Duties as Assigned:

• Provide financial analysis and reporting as required by senior management.

• Perform other finance and business-related duties as required.

Qualifications & Experience:

• Bachelor’s degree in Accounting, Finance, or a related discipline.

• Professional qualifications (CPA, ACCA, CA, or equivalent) is preferred.

• Minimum 8–12 years of relevant finance and accounting experience, including group consolidation.

• Strong experience in Financial Planning & Analysis (FP&A). Exposure to mergers and acquisitions (M&A), fundraising, or corporate finance is an advantage.

• Strong understanding of IFRS, financial reporting standards, budgeting, forecasting, and internal control frameworks.

• Advanced proficiency in Microsoft Excel, PowerPoint, and financial modelling.

• Proven leadership experience in managing and developing finance teams.

• Strong analytical, problem-solving, and stakeholder management skills.

• Excellent communication and stakeholder management skills, with the ability to engage effectively with senior management and external stakeholders.

• Experience in Fintech, Technology, or high-growth environments is an advantage.

• Ability to work independently and manage multiple priorities in a fast-paced environment.

Role Overview:

The Private Wealth Management Relationship Manager (RM) is responsible for developing and managing a portfolio of High Net Worth Individuals (HNWIs). The RM plays a strategic role in acquiring new clients, crafting personalized wealth management solutions, and maintaining long-term client relationships. The role demands a strong understanding of investment products, regulatory requirements, and cross-border wealth management practices.

Key Responsibilities Breakdown:

1. Client Acquisition & Relationship Development

• Proactively identify, source, and acquire new HNWI clients, particularly from Greater China.
• Cultivate strong, long-term relationships with clients by understanding their life priorities, business interests, and wealth generation sources.
• Develop customized solutions aligned with clients’ financial goals, risk appetite, and wealth preservation strategies.

2. Advisory & Investment Solutions

• Conduct comprehensive financial and investment reviews, recommending appropriate products and services.
• Design and deliver tailored investment portfolios and wealth structuring solutions (e.g., fixed income, equities, FX, funds, alternative investments).
• Provide financing and liquidity solutions where appropriate, including margin financing or structured lending options.

3. Client Servicing & Portfolio Management

• Offer ongoing post-sales support, addressing clients’ evolving needs and service requests.
• Monitor client portfolios, proactively recommend adjustments based on market changes or client circumstances.
• Ensure high levels of service quality and responsiveness to build client trust and satisfaction.

4. Sales Performance & Business Targets

• Meet or exceed annual revenue and asset growth targets, in line with the bank’s private banking strategy.
• Collaborate with product, investment advisory, and operations teams to achieve cross-functional business goals.

5. Compliance & Risk Management

• Maintain strict adherence to regulatory requirements, including MAS and internal Fubon compliance standards.
• Ensure full compliance with AML/KYC, client suitability, and product appropriateness regulations.
• Stay current on regional regulatory changes that impact client onboarding and ongoing relationship management.

Candidate Requirements Breakdown:

1. Educational & Professional Background

• Bachelor’s degree (preferably in Finance, Business, Economics or related fields).
• Minimum 5 years of experience in private banking, priority banking, or wealth management.
• Direct experience with Greater China HNW client base is a strong advantage.

2. Regulatory & Licensing Competency

• Holder of Singapore’s Client Advisor Competency Standards (CACS), both Module 1 & 2.
• Solid understanding of MAS regulatory framework, including AML/CFT and suitability obligations.

3. Client & Market Knowledge

• Deep familiarity with Greater China markets: cultural fluency, language (Mandarin proficiency), and financial product preferences.
• Understanding of offshore and onshore wealth structures relevant to Chinese/Taiwanese clients.

4. Product & Technical Knowledge

• Broad knowledge of investment products, financial markets, and wealth management tools.
• Ability to articulate and position complex financial solutions in a clear, client-centric manner.

5. Sales & Interpersonal Skills

• Strong client-facing presence, high emotional intelligence, and relationship-building ability.
• Excellent communication and presentation skills to engage HNW clients and influence internal stakeholders.
• Strong business acumen and self-driven to meet KPIs under minimal supervision.

Interested candidates are encouraged to submit their resumes along with a cover letter outlining their relevant experience and achievements to apply79@talentvis.com or click apply now!

**We regret to inform that only shortlisted candidates would be notified**

Talentvis Singapore Pte Ltd | EA License No: 04C3537

EA Personnel Name: Reggie Tiongson | EA Personnel No: R1324767

• Assist the Consultants in sales support work

• Work with Consultants / Bankers to arrange medical booking, preparation documentations and obtain financial documentation and KYC requirements

• Attend client’s medical examinations or other client’s meetings in Consultant’s absence (face to face with clientele)

• Liaise with Bankers and clients for meetings, medical arrangement, new & ongoing application documentation and policy delivery.

• Submission of application documentation to insurance companies

• Update Consultant on their pipeline and cases and to ensure that sales meetings are updated in the systems

• Ensure client documentation are complete, aligned and satisfied with internal & insurance company compliance and due diligence.

• Manage and bring all the cases under care into completion (includes follow-up/negotiation with insurers/underwriters)

• Work with Consultants and Client Servicing to ensure prompt preparation and completion of annual reviews

• Work closely with Illustration and Inforce Team on day to day basis on new and existing policies

• Prepare specific client’s power point presentation and product comparison for client’s meeting

Interested candidates, please email your resume to annasee@recruitexpress.com.sg

Anna See Sing Yee

CEI Reg R25157535

Recruit Express Pte Ltd

EA License No: 99C4599

We regret that only shortlisted candidates will be contacted

Job Overview:

The Mutual Fund Product Manager will manage and enhance the bank’s fund platform for Private Wealth clients. This includes fund selection, due diligence, market insights, and model portfolio support for Relationship Managers and Investment Consultants. The role also involves collaboration with regional teams and external fund managers to deliver high-quality investment solutions and strengthen the bank’s wealth management offerings in Singapore.

Responsibilities:

1. Fund Selection & Due Diligence

• Evaluate and approve new traditional and alternative funds (e.g., equity, fixed income, multi-asset, hedge funds, private markets).
• Perform qualitative and quantitative due diligence to assess managers, strategies, performance, risks, and suitability.
• Maintain oversight of existing funds through periodic reviews.

2. Daily Management of Fund Platform

• Monitor fund performance, risks, AUM shifts, fee changes, portfolio manager changes, etc.
• Keep fund documentation updated and ensure ongoing compliance.
• Identify underperforming or misaligned funds for potential removal or replacement.

3. Advisory Support to RMs and ICs

• Provide investment insights, fund recommendations, market intelligence, and product positioning to sales teams.
• Help RMs prepare for client meetings with fund-specific angles and talking points.
• Curate and maintain model portfolios to guide client allocations.

4. Product Training & Communication

• Conduct training sessions and workshops for RMs/ICs on new funds, asset classes, or market outlook updates.
• Prepare product notes, fund commentaries, market briefings, and FAQ documents.
• Present in client seminars or marketing events for Wealth Management high-net-worth clients.

5. Collaboration with External Asset Managers

• Work closely with global/regional fund houses (BlackRock, Fidelity, PIMCO, etc.).
• Coordinate product presentations, fund launches, and due diligence meetings.
• Align on materials, product marketing, and investment insights.

6. Regional Role Involvement

• Support regional initiatives across Taiwan/Greater China.
• Participate in cross-border fund projects, platform enhancements, and regulatory alignment.

Requirements:

1. Academic & Technical Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• Strong grounding in investment concepts, portfolio analysis, and fund structures.

2. Experience

• 5–7 years in:
  • Mutual fund product management
  • Fund selection & due diligence
  • Wealth management or private banking environment

3. Product Knowledge

• Strong understanding of:
  • Traditional funds: equity, fixed income, mixed assets
  • Alternative funds: hedge funds, private market vehicles
• Ability to assess fund mandate, investment process, risk metrics, and suitability.

4. Communication & Presentation Skills

• Experience conducting:
  • RM/IC product training
  • Client seminars for high-net-worth individuals
  • Internal product briefings
• Ability to convert complex fund concepts into simple selling points.

5. Stakeholder Management

• Strong collaboration skills with:
  • Internal teams (ICs, RMs, Compliance, Risk, Product Approval)
  • External fund managers and partners

6. Personality & Work Traits

• Proactive, self-starter, resourceful
• Able to meet tight deadlines and adapt under pressure
• Strong teamwork, listening, conflict management skills
• Structured, organized, and detail-oriented

7. Language Requirement

• Bilingual in English and Mandarin, ascommunication with Taiwan/Greater China teams and clients requires Traditional Chinese.

Interested candidates are encouraged to submit their resumes along with a cover letter outlining their relevant experience and achievements to apply79@talentvis.com or click apply now!

**We regret to inform that only shortlisted candidates would be notified**

Talentvis Singapore Pte Ltd | EA License No: 04C3537

EA Personnel Name: Reggie Tiongson | EA Personnel No: R1324767

• Handle day-to-day grant-related financial matters, month-end and year-endaccounts closing, and preparation of the monthly and year-end audit schedules
• Liaise with various departments in the collection of information and documents
• Prepare payroll certification for manpower claims
• Process claim submissions to funding organisations for funded projects
• Monitor funding accounts receivables for payment and follow up on collections
• Follow up with project teams on accounts with cost overruns
• Prepare monthly or quarterly report and statement to account owners
• Investigate and resolve user’s queries
• Prepare grant-related GST, corporate tax and other statistical submissions
• Process grant-related internal charge and reclassification requests
• Identify and perform clearing of offsetting transactions for grant-related balancesheet accounts
• Assist on grant-related internal and external audit matters
• Participate in process improvement projects
• Any other ad hoc duties assigned by supervisor

Requirements

• At least a Diploma in Accountancy
• Self-motivated and able to work in a fast-paced environment
• Proficient in Microsoft Office such as MS Word, Excel and PowerPoint
• Good communication skills; ability to communicate with various departments and levels
• Able to take pressure and work within tight deadlines
• Independent, meticulous and with positive attitude

For interested candidate, please email your resumes to denyse.tan@recruitexpress.com.sg

Denyse Nicole Tan Shuqin (#HDT)

Recruit Express Pte Ltd

CEI No: R1333503

Company EA license : 99C4599

1 Credit policy & framework, including formulation and maintenance of credit

policies and procedures, monitoring the compliance of credit policies.

2 Portfolio monitoring & reporting, including preparation of regular portfolio

reports for senior management, risk committees, regulators and Head

Office; identification of emerging risks, concentration trends, and early

warning signals etc.

3 Credit stress testing, including development and maintenance of stress

testing methodologies, internal and regulatory stress testing exercises and

submissions, etc.

4 ECL modelling & provisioning, including support the ongoing

enhancement of ECL models in line with IFRS 9, ECL calculation exercise

etc

5 Environmental risk management, including formulation and maintenance

of environmental risk management framework to ensure alignment with

regulatory requirements and industry best practices; portfolio

environmental risk management, climate stress testing and scenario

analysis, etc.

6 Other tasks as may be assigned by Head of Department

Interested candidates, please email your resume to annasee@recruitexpress.com.sg

Anna See Sing Yee

CEI Reg R25157535

Recruit Express Pte Ltd

EA License No: 99C4599

We regret that only shortlisted candidates will be contacted

Location: Raffles Place
Working Hours: 5 days office hours
Salary: Up to $15/ hr
Duration: Till Dec 2026

Job Scope:

• Maintain and update programme databases (mentorship, outreach, engagement programmes)
• Coordinate and mobilise participants for events and initiatives
• Provide admin support (scheduling, documentation, procurement)
• Assist in event logistics, setup and execution (on-site/off-site)
• Liaise with vendors, partners and internal stakeholders
• Support communications (social media, EDMs, outreach materials)

Job Requirements:

• Min. Diploma / Degree in any field
• Comfortable with events and stakeholder coordination
• Outspoken, proactive and able to engage participants
• Organised and able to manage multiple tasks

If interested, please send updated resume via email  melissa@recruitexpress.com.sg 

Melissa Zhang Zhiqi (Mezzo)

(CEI.No: R2197564 | Recruit Express Pte Ltd (Healthcare & Life Science) | 99C4599)

melissa@recruitexpress.com.sg

Key Responsibilities:

• Communications & Content Development:

• Creative development and content production of strategic communication deliverables including memos, presentations and fact sheets for diverse internal and external audiences and special projects.

• Create engaging multimedia content, including videos, digital and social media assets to effectively convey key messages.

• Manage and update internal communication platforms (intranet, newsletters, memos).

• Media Monitoring and Reporting:

• Support media relations, including proactive monitoring, analysis, and vendor management.

• Event Management & Coordination:

• Coordinate and manage administrative tasks and logistics for senior visits, CCO town halls, global campaign activations etc.

• Oversee all aspects of event delivery, including creative design, content, logistics, and on-site management, working with partners and vendors where necessary.

• Governance & Operations:

• Manage and ensure compliance with governance processes, including approvals and audit requirements.

• Maintain accurate records and support all reporting obligations (quarterly, ad-hoc).

Interested candidates, please email your resume to annasee@recruitexpress.com.sg

Anna See Sing Yee

CEI Reg R25157535

Recruit Express Pte Ltd

EA License No: 99C4599

We regret that only shortlisted candidates will be contacted

Job Description:

• Ensure that all tasks are processed within stipulated timelines and according to the operational procedures
• Data cleaning/checking
• Check all documentation and ensure it meets requirements.
• Data-entry of key information such as client and product information, premium amount into system
• Approve submission in online platform (internal / external system)
• Archival - Scanning / Verification / Uploading
• Ensure all scanned documents are indexed correctly.
• Check and verify all documents and ensure its accuracy during verification.
• Ensure all documents are uploaded into the correct adviser’s/client’s folder.

How to Apply:

Interested applicants, please email your resume to zoeychng@recruitexpress.com.sg

Kindly note that only shortlisted candidates will be contacted.

Zoey Chng Chu Xin

CEI No: R24125496

Recruit Express Pte Ltd

EA Licence No: 99C4599