Total 537 Finance / Banking / Insurance job vacancies

Are you ready to make a difference in a dynamic, data-driven environment? As an Executive Administrative Assistant, you will play a pivotal role in supporting our Chief Data & Analytics Office, helping to advance our data and analytics capabilities. You will be part of a team that values innovation, collaboration, and excellence. Your organizational skills and adaptability will help us deliver superior business outcomes. This is your opportunity to grow your career and contribute to meaningful transformation.

As an Executive Administrative Assistant in the Chief Data & Analytics Office, you will support executives and their teams by managing complex administrative tasks and coordinating efforts across the department. You will help us drive our data and analytics strategy, ensuring strong governance and effective change management. You will be part of a collaborative team that values adaptability, initiative, and sound decision-making.

Job responsibilities

• Manage and handle complex and detailed calendars, including urgent meetings and conference calls, coordinating logistics with local and overseas offices

• Exercise good judgment when handling confidential information

• Identify and escalate critical issues, following up with necessary actions

• Provide professional telephonic and visitor support, addressing issues and redirecting as appropriate with impeccable etiquette

• Arrange and coordinate domestic and international travel, preparing detailed itineraries and ensuring timely delivery of plans and documents

• Coordinate schedules and logistics for overseas VIP visitors

• Organize high-quality client and senior internal meetings and events, collaborating with internal teams and clients

• Adhere to control policies and procedures, including budget and compliance approvals, documentation, and record keeping

• Process invoices and expense claims for team members and consultants

• Take on new responsibilities as needed to support the team

• Assist with overflow, special projects, and provide backup coverage for other assistants as part of the support pool

Required qualifications, capabilities, and skills

• Minimum 4 years of administrative experience

• Strong partnership skills, with proven ability to develop relationships with peers and clients

• Ability to collaborate and work well with others in a fast-paced, team-oriented environment

• Demonstrated ability to prioritize and handle multiple tasks with flexibility

• Experience working with limited supervision, performing under pressure, and meeting tight deadlines

• Excellent interpersonal and communication skills, including experience preparing written correspondence and interacting with senior management

• Meticulous attention to detail, strong organizational skills, and discretion with confidential information

• Strong analytical, problem-solving, and critical thinking skills

Preferred qualifications, capabilities, and skills

• Experience with Concur or similar expense processing systems

• Professional qualifications from reputable training institutes or professional bodies (Hong Kong only)

• Experience supporting executives in a data or analytics-driven environment

• Ability to adapt procedures and techniques to align with department goals

• Experience coordinating logistics for international travel and VIP visitors

• Familiarity with compliance policies and procedures

• Ability to provide backup coverage and support for other assistants

To apply for this position, please use the following URL:

https://ars2.equest.com/?response_id=0d59eb680e43b44f512a30e3d0f247ad

Job Description:

• Responsible for supporting the implementation of activities for a specific business function to improve performance from end to end.
• This includes analyzing and designing or re-designing business processes and defining parts of the organization to enhance operational efficiency.
• You are expected to perform independently and become a subject matter expert.
• Active participation and contribution in team discussions are required, along with providing solutions to work-related problems.
• Develop a thorough understanding of the business function to identify opportunities for process improvements and contribute to effective implementation strategies.
• Collaborate with cross-functional teams to gather requirements and ensure alignment of business processes with project goals.
• Analyze existing workflows and propose enhancements that support operational excellence and business objectives.
• Contribute to the documentation and communication of process changes to stakeholders to facilitate smooth adoption.
• Support the resolution of challenges encountered during implementation by applying analytical skills and business knowledge.

Requirements:

• Experience as a Business Analyst or Functional Analyst on Murex MX.3 programmes, with specialist focus on Front Datamart and reporting.
• Expert-level knowledge of MX.3 Front Datamart architecture, including datamart universes, indicators, extraction engine, and integration with the MX.3 datamodel.
• Strong understanding of Back Office processes: trade settlement, nostro reconciliation, fails management, SWIFT messaging (MT series and MX ISO 20022).
• Solid Finance reporting knowledge including P&L reporting, accruals, mark-to-market valuations, and ledger reconciliation within MX.3.
• Proficiency in SQL and data querying tools to validate and analyse datamart outputs.
• Experience with MX.3 Report Designer, MX.3 Reporting Engine, and integration with external BI tools (Tableau, Power BI, or equivalent).
• Strong analytical skills with the ability to trace data lineage from trade booking through to report output within MX.3.
• Experience working on large-scale Murex implementations within tier 1 or tier 2 banks, preferably in APAC.
• Excellent written communication skills for producing professional-grade BRDs, FSDs, and data dictionaries.
• Expert proficiency in Murex Datamart Reporting is required.
• Advanced proficiency in Murex Back Office Workflows is recommended.
• Advanced proficiency in Murex Front Office Finance is suggested.

• 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.

• Securities Operations in Banking environment and project management knowledge.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolsingapore.com/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

PERSOL Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394 • EA Registration No. R1877971 (Derrick Tiew Yong Han)

Job Summary

Design, develop, and maintain enterprise applications on the Pega Platform, delivering business-critical case management and workflow automation solutions. Collaborate in Agile teams to support integrations, upgrades, and production environments in the Banking and Financial Services domain.

Responsibilities

• Design, develop, and maintain enterprise applications using Pega PRPC / Pega Platform to meet business needs
• Build and enhance case management and workflow automation solutions for critical business applications
• Develop and support integrations with external enterprise systems using REST, SOAP, SQL services, and REST APIs
• Lead Pega upgrade and migration activities to ensure platform stability and compliance
• Design and implement customer onboarding and digital onboarding platforms using modern headless architecture
• Develop and maintain KYC and CLM applications supporting compliance and customer lifecycle management
• Configure and customize Pega components including Activities, Flows, Decision Rules, Declarative Rules, Report Definitions, and List Views
• Perform Pega UI development using sections, harnesses, layouts, and responsive user interface components
• Integrate Kafka messaging and enterprise workflow for real-time communication and processing
• Support production environments by managing incidents, resolving defects, troubleshooting, and performing BAU support
• Conduct requirement analysis, estimate effort, design technical solutions, and assess impact for change requests and enhancements
• Collaborate with business analysts, QA teams, architects, and stakeholders in Agile delivery environments
• Participate actively in Agile/Scrum ceremonies, sprint planning, backlog grooming, and Jira-based project tracking
• Manage release activities including deployment support and post-production validation
• Develop and optimize database interactions using SQL and Oracle Database technologies
• Ensure compliance with enterprise coding standards, security practices, and Pega best practices

Required competencies and certifications

• 12+ years of hands-on experience in Pega PRPC and Pega Platform development and support
• Certified in Pega PRPC
• Experience in Pega Case Management, workflow automation, and business process management solutions
• Proven experience in Banking & Financial Services or Insurance domain projects
• Skilled in Pega Integration using REST, SOAP, SQL services, and external APIs
• Experience in Pega Upgrade & Migration projects
• Experience in Pega Production Support, incident management, and defect resolution
• Hands-on experience in Pega UI Development and rule customization
• Experience in KYC/CLM applications and customer onboarding solutions
• Proficient in Java, SQL, and Oracle Database
• Experience working in Agile/Scrum environments using Jira
• Skilled in configuring Activities, Flows, Decision Rules, Declarative Rules, Report Definitions, and List Views
• Experience in Kafka messaging integration and enterprise integration frameworks
• Experience in headless application development and digital workflow platforms
• Strong analytical, communication, stakeholder management, and problem-solving skills

Reporting Line            Client Services Director
Title          Executive/ Associate
Place of work             Singapore
Deputy                      Trust Manager

RESPONSIBILITIES

Seeking a Trust Officer to join a growing team. Ideally the successful candidate will be someone whom has commenced or is keen to commence the STEP qualification, brings 3 - 5years of trust/company administration experience and is confident to accompany Trust Managers or his/her Team Head to Client Meetings.

–        Management, supervision and coordination of daily administration of trusts and companies including taking full mandate responsibility

–        Maintaining and developing personal contact with clients, advisors and other related parties

–        Upon scripting of appropriate trustee resolutions/company minutes, taking fiduciary decisions on the mandates assigned, within Company guidelines

–        Co-ordination of mandate specific transactions with bankers, lawyers, accountants, agents and/or consultants

–        Administrative overview and control of mandates assigned including financial, accounting and database reviews

–        Technical support of more junior team members

REQUIREMENTS

–        Distinctly reliable and precise, conscientious and professional
–        Client handling skills, excellent demeanour
–        Capable of problem-solving and acting independently
–        Able to establish priorities and with strong organisational skill
–        Flexible in the work organisation
–        Capable of multitasking with high quality standards
–        Commercial training/experience, ideally in the banking, fiduciary or legal area
–        3 – 5 years of experience in the administration of trust or corporate structures – or equivalent transferrable skills
–        Member or in the process of passing exams for the membership of STEP
–        Fluency in English; any other language a plus
–        Fully computer literate(MS Office)
–        Professional, diplomatic, helpful, co-operative team player
–        Absolute discretion and loyalty. High ethical standards.
–        Knowledge of multi asset class investments is preferred (although not essential as training will be provided)

Main Purpose of Job:

To manage a team of Investment Analysts within the Asia Portfolio Management Team and to assist and lead elements of portfolio monitoring and construction across the suite of the AME investment proposition, which includes multi-asset fund-of-funds, discretionary and advisory model portfolios, and regular savings plans, across multiple currencies. The job holder is expected to:

• Lead and proactively evolve key processes that are foundational to the AME investment decision making.
• Deliver accurate and insightful analysis to improve understanding of existing positioning and to identify opportunities in pursuit of leading client outcomes.
• Support regular monitoring and commentary to deliver high quality reporting that is tailored to the end user, be it investment committees, senior management, the Partnership, or clients.
• Support the creation of evidence-based proposals for changes to portfolio positioning.

Key Responsibilities of the Job:

• Lead and support elements of the monitoring, design and change of the SJP AME multi-asset solutions to facilitate industry leading client outcomes.
• Take responsibility to maintain and proactively develop key elements of the investment process and frameworks, exploring opportunities to improve efficiency and lower risk.
• Lead the supervision and oversight of workflow from junior team members to ensure accuracy and exacting standards of reports and analysis are upheld.
• Highlight any key risks or considerations arising from the portfolio and fund monitoring process to the Asia Investment Committee.
• Ensure that monthly and quarterly (or ad-hoc) portfolio and fund reports for Partners are available in a timely manner, and that the portfolio management team is able to manage technical queries from partners.
• Provide investment expertise and knowledge to lead day-to-day operational/communications needs of the other Investment teams; and ensure internal compliance regulations complied with by flagging irregularities and potential risks.
• Periodic representation of the AME Portfolio Management team at group-wide governance forums as required.

Requirements of the Job:

Job Knowledge:

• Practical experience within fund research and/or applying portfolio construction theory.
• Ability to lead, manage, influence, and prioritize across multiple workstreams to ensure successful and timely outcomes.
• Ability to analyse large datasets, critically evaluate and enhance key investment processes.
• Adept and meticulous in being able to review large volumes of work and identify inconsistencies and errors.
• Advanced skills with Microsoft Excel, VBA, and PowerPoint, ideally with practical experience using programming languages such as python or R.
• Relevant professional qualifications such as CFA.
• Detailed understanding of financial markets and the fund management industry, with the ability to analyze the impact of the market environment and communicate this to a variety of stakeholders.

People Management Responsibilities:

• To manage a team of investment analysts, providing ongoing support and feedback to improve their skills and the performance of the team.

Problem Solving:

• Highly analytical with ability to solve complex problems under time pressure.
• Ability to autonomously work on problems, delivering clear and well thought through proposals to shape decision making.
• Ability to proactively develop new approaches and lead their implementation within existing processes.
• Comfortable managing conflicting priorities whilst maintaining standards of excellence.

Interpersonal Skills:

• Strong interpersonal, communication and presentation skills and the ability to adapt approach to suit the relevant audience which includes Senior Management, UK and Asia Investment Team, Compliance, and the Partners.
• Actively contribute to building a culture of excellence and accountability within the AME investment team and wider Investment Management division.
• Able to forge relationships with both internal and external stakeholders, whilst acting as a role model to more junior members of the team.

Job Summary

You will advise individuals and families on insurance protection and wealth planning, delivering tailored solutions for life insurance, health coverage, savings, and investment-linked plans. You will build and sustain long-term client relationships through regular portfolio reviews, identify financial gaps, and recommend effective strategies to grow client wealth and your personal brand.

Responsibilities

• Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth
• Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs
• Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly
• Identify financial gaps through detailed client assessments and recommend appropriate wealth-building strategies
• Build and expand a personal client portfolio by establishing trust and delivering consistent value
• Cultivate a professional personal brand within the financial services industry to enhance client acquisition and retention
• Demonstrate resilience and adaptability by embracing coaching and continuous learning in a dynamic environment
• Communicate complex financial concepts clearly and persuasively to diverse client profiles

Required competencies and certifications

• Meet minimum MAS regulatory requirements: Age 21 years and above
• Hold minimum educational qualifications: A Levels, Local Polytechnic Diploma, or Degree (any discipline)
• Possess Singaporean or Permanent Resident status as required for licensing

Preferred competencies and qualifications

• Strong interest in finance, wealth building, and personal development
• Self-motivated with a results-driven mindset
• Positive attitude and resilience in a fast-paced, performance-based environment
• Advantage if M5/RES5, M9, M9A & HI cert is valid

Other Information

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.

The IT Division is responsible for delivering and operating UOI’s enterprise technology platforms, including core insurance systems, cloud infrastructure, data platforms, and digital capabilities. UOI currently operates in a hybrid technology environment with a few legacy systems remaining on premises, some of which are planned for migration to the cloud over the next 18 months. The Division has a strategic focus on expanding cloud adoption and advancing AI-driven capabilities, enabling secure, scalable, and efficient delivery of applications across AI, data, and middleware environments through modern engineering and DevOps practices.

Job Purpose

The Application Engineer is responsible for the effective support and enhancement of UOI’s application and integration landscape. This role ensures applications are stable, secure, and well-supported, while working closely with internal stakeholders and vendors to deliver reliable technology solutions that meet business needs. 

Main Responsibilities

• Provide day-to-day application support, ensuring incidents and service requests are resolved in a timely manner. 
• Manage user access administration for assigned applications, including onboarding, offboarding, and access changes, ensuring compliance with security policies and segregation of duties.
• Support audit and compliance activities by maintaining documentation and evidence for internal and external audits and ensuring timely remediation of audit findings.
• Conduct periodic access reviews to ensure adherence to least privilege and role-based access control principles.
• Design, develop, and enhance backend applications and APIs using approved UOI technologies and standards.
• Support and maintain integrations and data flows across internal and external systems.
• Perform root cause analysis for application incidents and implement corrective and preventive actions. 
• Support application changes across development, testing (SIT/UAT), release, and post-implementation phases. 
• Work with infrastructure and security teams on deployments, access controls, monitoring, and compliance. 
• Engage external vendors to manage defects, enhancements, and delivery quality in line with agreed SLAs. 
• Maintain application documentation to support operational readiness, audits, and knowledge transfer. 
• Participate in standby or on-call support rotations where required. 

Requirements

• Bachelor’s degree in Computer Science, Engineering, or related field.
• Minimum 3-5 years of experience in backend software development.
• Experience in application support and backend development within a production environment. 
• Hands-on experience with Java, Python, NodeJS and associated frameworks (e.g. Spring Boot, ASP.NET Core).
• Strong SQL skills and experience working with relational databases. 
• Experience working in Linux / Red Hat environments. 
• Exposure to AWS services used in application environments (e.g. EC2, RDS, S3, CloudWatch). 
• Strong analytical and troubleshooting skills with a structured approach to problem resolution. 
• Abilityto work effectively with business users, technical teams, and external vendors. 
• Awareness of IT controls and regulatory expectations within a financial services environment. 

Added Advantage

• Experience supporting Odyssey 2 and / or Odyssey 5 systems. 
• Contribute to the support and enhancement of Odyssey 5, unQork, InsureMO, Snowflake, fileAI platforms. 
• Knowledge of API security concepts and secure coding practices. 
• Experience supporting vendor-developed or packaged insurance systems. 
• Experience in CI/CD pipelines, DevOps tooling, or automation.  
• Understanding of RESTful APIs, integration patterns, and application interfaces. 

Certifications

• Java SE OCA / OCP 
• AWS Associate-level certifications 
• SQL-related certifications 
• Red Hat RHCSA / RHCE 
• ITIL v4 Foundation 

Key Responsibilities

• Identify, engage, and onboard prospective corporate, institutional, and professional clients.
• Understand client objectives, trading strategies, and operational needs to provide tailored fintech and financial market solutions.
• Act as a trusted advisor by recommending appropriate products, platforms, and services (e.g., derivatives, FX, trading infrastructure).
• Execute targeted sales strategies to drive revenue growth across fintech and capital markets offerings.
• Develop and deliver compelling sales pitches, product demonstrations, and proposals.
• Collaborate with senior sales and partners to penetrate new markets and client segments.
• Conduct preliminary KYC (Know-Your-Client) checks and manage onboarding documentation in compliance with regulatory standards.
• Maintain strong client relationships through proactive communication and ongoing support.
• Address client enquiries and coordinate with internal teams (operations, compliance, technology) to ensure timely resolution.
• Stay up to date with financial markets, fintech developments, and competitor offerings.
• Identify cross-selling and upselling opportunities across products and services.
• Provide client feedback and market insights to enhance service offerings and sales strategies.
• Work closely with marketing to co-develop sales materials, campaigns, and thought leadership content.
• Use CRM systems to track pipeline activity, client interactions, and sales performance.
• Contribute to internal discussions aimed at improving sales processes, client experience, and operational efficiency.
• Prepare regular reports on pipeline, revenue, and client engagement metrics.

Qualifications & Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 0–3 years of experience in sales, business development, or front-office roles within financial services, fintech, or capital markets.
• Fresh graduates are welcomed to apply.
• Strong understanding of financial instruments and markets such as Derivatives (Futures & Options), Foreign exchange (FX), Electronic trading platforms and Fintech solutions.
• Familiarity with tools such as Bloomberg or similar market data platforms is advantageous.

Skills & Competencies

• Strong consultative selling and client engagement skills.
• Excellent communication and interpersonal abilities.
• Proficiency in English and Chinese is highly preferred.
• Analytical mindset with the ability to interpret market trends and client data.
• Proficiency in Microsoft Office (Excel, PowerPoint, Word) and CRM systems.
• Ability to manage multiple stakeholders and work both independently and collaboratively.
• Highly driven, adaptable, and comfortable working in a fast-paced, performance-oriented environment
• Interest in fintech innovation and how technology is reshaping financial markets
• Strong commercial awareness and entrepreneurial mindset
• Ability to translate complex financial products into clear client value propositions
• Proactive, solutions-oriented approach to client service

Job Description & Requirements

We are seeking a Finance Executive to support a broad range of finance, compliance, and operational functions within our organization. The ideal candidate will be responsible for managing accounting activities, coordinating with internal stakeholders, and ensuring smooth day-to-day office operations.

Key Responsibilities

• Handle full set accounting, including journal entries, general ledger, and month-end closing.
• Manage accounts receivable and accounts payable.
• Prepare monthly financial reports, ensuring accuracy and timely submission.
• Provide HR support, including leave tracking, employee records, and administrative HR matters.
• Support client management, including assisting new customers with agreements, onboarding, and documentation.
• Ensure regulatory compliance, including timely and accurate reporting to relevant regulatory bodies.
• Oversee office management, including office supplies, inventory, and coordination of administrative tasks to ensure smooth operations.

Qualifications

• Diploma or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• 2–5 years relevant working experience in finance/accounting.
• Strong analytical, organizational, and problem-solving skills.
• Excellent communication and interpersonal skills, with the ability to work across teams.
• Proficient in Microsoft Excel and accounting software (e.g., Xero, QuickBooks, MYOB, SAP). Ability to work independently and manage multiple priorities effectively.

Please provide your latest resume to sliu@vanirgm.com

[Your Next Opportunity]

Join our Trust team and be part of something meaningful. In this role, you will be managing client trust portfolios, ensuring everything runs smoothly and complies with relevant regulations. You will work alongside professional advisors, investment managers, and banks, helping to administer trusts and provide key support to clients.

From maintaining accurate trust records to assisting with distributions, invoicing, and documentation, you will play a vital role in delivering exceptional service. This is an opportunity to expand your knowledge of trusts, fiduciary responsibilities, and estate planning while honing your client servicing skills.

[Your Role & Responsibilities]

• Assist with day-to-day administration of trust portfolios and the underlying structure, including but not limited to opening new bank or brokerage accounts, distribution to beneficiaries, fund transfer, and any work that is required.
• Work with professional advisors, investment managers and banks on trust administration related matters.
• Assist with periodic reviews of assigned trust portfolios to ensure they are being administered in accordance with the trust deeds, the company’s policies, and legal and tax requirements.
• Assist in maintaining accurate and updated trust records.
• Assist to prepare trustee minutes, resolutions, or any trust related documents as guided by the Supervisor.
• Assist in invoicing and debtor collection on timely manner
• Provide any other assistance as required by your supervisor.

[What We Are Looking For]

[Education]

• Bachelor’s degree in Business Administration, Law, Finance, Accounting, or a related field.

[Skills & Experience]

• Minimum 4 years of experience in Trust Administration or a relevant field.
• Strong understanding of trust laws, estate planning, taxation, and fiduciary responsibilities.
• Strong analytical skills, attention to detail, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Discretion and confidentiality with high ethical standards when handling sensitive client data.
• STEP qualification is a plus.

[Traits]

• Client-Focused: You are dedicated in providing excellent service and ensuring client satisfaction.
• Detail-Oriented & Organised: You excel at managing multiple tasks with precision and care.
• Collaborative: You enjoy working as part of a team and are committed to supporting your colleagues and clients

[What We Offer]

• Professional Growth – We value commitment and provide opportunities for professional development, industry exposure and professional memberships.
• Competitive Compensation – Structured salary package with annual reviews, discretionary performance bonuses and a fixed bonus.
• Flexible Work – Hybrid model with remote options giving you autonomy while ensuring productivity.

We regret to inform that only shortlisted candidates will be notified.

JOB ID: 1059795

Responsibilities

• Conduct consultative financial needs analysis sessions to understand clients’ financial goals and recommend appropriate solutions.
• Support the development and management of client relationships through regular engagement, market updates, and product information.
• Introduce and promote a range of banking and wealth management solutions, including investments, bancassurance, and loans.
• Assist in delivering personalized financial strategies aligned with clients’ risk profiles and objectives.
• Participate in branch initiatives, client engagement activities, and business development efforts

Requirements

• Local Diploma or Degree in any discipline.
• Strong interest in financial advisory, wealth management, and client-facing roles.
• Self-motivated, results-oriented, and willing to work in a target-driven environment.
• Good communication and interpersonal skills.
• Career switchers are welcome to apply.

Only shortlisted applicants will be contacted. All applications will be kept in our database for future career opportunities.

Your application will be handled in accordance with our company’s Privacy Policy, available here: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771

This is a perm role for one of our client in the Banking Sector

Job Scope

• The Chief of Staff serves as a trusted strategic partner to the Chief Executive of Singapore Branch, responsible for driving execution of strategic priorities, enhancing organizational effectiveness, and ensuring alignment across business units.
• This role acts as a force multiplier, enabling leadership to focus on high‑impact decisions while ensuring disciplined follow‑through, governance, and communication across the bank.

Job Description

1. Strategic Planning & Execution

• Partner with the Chief Executive and senior leadership to translate corporate strategy into executable initiatives
• Track and manage strategic priorities and enterprise-wide initiatives
• Prepare board‑level and executive presentations, strategy papers, and decision briefs
• Identify risks, interdependencies, and mitigation strategies for key initiatives

2. Executive Management & Governance

• Act as an advisor and sounding board to the Chief Executive on strategic, operational, and organizational matters
• Support preparation for Board of Directors, Management Committee, and key regulatory meetings
• Ensure decisions made by leadership are documented, communicated, and executed
• Monitor follow‑ups and ensure timely delivery of agreed outcomes

3. Cross‑Functional Coordination

• Drive alignment across business, risk, compliance, finance, technology, and operations
• Resolve bottlenecks and escalate issues objectively and constructively
• Lead cross‑functional task forces for major initiatives (e.g., transformation, integration, remediation)

4. Performance & Business Management

• Oversee management reporting, dashboards, KPIs, and performance reviews
• Support annual business planning, budgeting, and forecasting cycles
• Track financial and non‑financial performance against targets
• Provide data‑driven insights to improve productivity and decision‑making

5. Regulatory Risk and Control Oversight

• Partner with Risk, Compliance, and Legal teams to ensure regulatory expectations are met
• Support leadership in managing MAS interactions, audits, and supervisory reviews
• Ensure strong governance, controls, and issue remediation discipline

6. Organizational Effectiveness & Culture

• Support leadership in shaping organizational structure, talent strategy, and succession planning
• Drive internal communications and leadership messaging
• Champion a high‑performance, ethical, and inclusive culture
• Support change management and transformation initiatives

7. Special Projects & CEO Office Support

• Lead confidential, high‑impact projects on behalf of the CEO
• Support M&A, partnerships, transformation, or crisis management efforts
• Act as proxy for the CEO in selected internal forums when required

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito || EA Registration: R25126580

[Job ID: 1625153]

Job Summary:

An opportunity to provide tailored insurance and financial planning advisory to high-net-worth clients through strategic partnerships.

Responsibilities

• Provide financial advisory services to prospective clients through referrals and partnerships with private banks, family offices, and external asset managers.
• Build and maintain strong relationships with clients and partners to understand financial objectives and deliver suitable advisory solutions.
• Advise high-net-worth and ultra-high-net-worth clients on life insurance and holistic financial planning solutions.
• Conduct comprehensive financial assessments to identify client needs and recommend appropriate products and strategies.
• Prepare and deliver professional presentations on financial planning and insurance solutions to clients and partners.
• Service existing clients and partners by addressing general, ad-hoc, and technical enquiries in a timely manner.
• Stay updated on industry developments and regulatory changes to ensure full compliance with MAS requirements.
• Participate in training programmes, seminars, marketing initiatives, and partner engagement activities.
• Collaborate closely with internal teams to ensure effective execution of financial plans and high levels of client satisfaction.

Requirements

• Minimum 2–3 years of relevant sales experience within financial services, insurance, legal, or similar professional environments.
• CMFAS certifications including M5, M9, M9A, and HI.
• Strong interpersonal, communication, and relationship management skills.
• Experience within an insurance brokerage environment is an added advantage.
• Foundational knowledge of the High-Net-Worth (HNW) or Wealth Management sectors 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.

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EA Personnel Name: Tung Chi Jun (Deng Zijun)

EA Personnel Reg. no.: R25157470

EA License no.: 07C5771