Total 82 Fresh/Entry Level Finance / Banking / Insurance job vacancies

About the job

Investment Trainee

Pinnacle Consult Pte. Ltd. | Singapore

About Pinnacle Consult

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

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

Role Overview

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

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

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

Key Responsibilities

• Learn portfolio construction and asset allocation strategies

• Analyse global financial markets and investment trends

• Assist in designing investment solutions for clients

• Support senior advisers in portfolio reviews and client servicing

• Participate in client meetings and investment discussions

• Build relationships with new clients through networking and referrals

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

• Stay updated on macroeconomic developments and market movements

We are seeking enthusiastic Fresh Graduates to join our structured training development program. This entry level role is designed for University or Polytechnic graduates looking to kick start their careers with no prior experience in finance.

Job Responsibilities

• Manage financial and investment portfolios for corporate (B2B) and individual (B2C) clients on Investment, Risk, and Asset Management.
• Analyze financial markets and investment funds across asset classes including Equities, ETFs, Bonds, and Unit Trusts.
• Provide integrated financial solutions focused on Wealth Preservation, Partnership Management, Estate Planning, and Business Succession Planning.
• Onboarding of clients' investment portfolios through iFast Central.

Required competencies and certifications

• Ability to work independently and collaboratively within a team setting
• Academic qualification equivalent to one of the following:
  GCE 'A' Level certificate;
  International Baccalaureate Diploma; or
  Diploma awarded by a Polytechnic in Singapore

Job Type

• Entry level role. Full-time and part-time positions available.
• Open to Career switchers, Undergraduates, and Fresh graduates with no prior finance or investment experience
• Flexible working hours, work from home option available.

Other Information

• Career advancement opportunities to senior executive and managerial roles
• Comprehensive structured training program with one-on-one mentorship
• Supportive and collaborative team culture promoting work-life balance
• Performance-based incentives and bonuses

• Support sales and relationship managers with customer outreach and follow ups

• Assist in the preparation, checking, and submission of application documents

• Perform basic data entry and system updates

• Coordinate with internal teams to track application progress

• Handle simple customer enquiries and redirect when necessary

• Ensure documentation complies with bank policies and procedures

• Carry out general administrative and ad hoc duties

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 & Requirements

Roles & Responsibilities

Key Responsibilities:

• Financial Analysis:Assisting with the analysis of financial assets, tracking investment performance, and evaluating risk.
• Portfolio Management:Helping to manage and monitor investment portfolios, potentially providing support to clients' investment strategies.
• Research and Reporting:Conducting research on specific industries, developing financial models, and assisting with the preparation of financial reports.
• Client Interaction:May involve interacting with clients, providing investment recommendations, and assisting with client events.
• Professional Development:Participating in training programs, gaining exposure to investment scenarios, and developing skills in financial analysis and portfolio management.

Skills Required:

• Strong analytical and numerical skills.
• Excellent communication and interpersonal skills.
• Ability to work under pressure, meet deadlines, and multi-task.
• Proficiency in financial modeling and market analysis.
• A good understanding of financial markets and investment principles.

Career Path:

Investment trainee roles are often a stepping stone to more advanced positions such as investment analyst, portfolio manager, or fund manager.

Responsibilities

• Manage walk-in policyholders’ and Financial Representatives’ queries / requests on policy related matters queries/requests
• Assess and manage appeals, feedbacks and minor complaints from policyholders, Financial Representatives and business partners
• Manage customer feedbacks/complaints with a good closure within the operational turnaround time
• Ensure unresolved issues over the counter are promptly followed up within stipulated time
• Assist with other ad-hoc duties assigned

Requirements

• Diploma/Degree in any relevant disciplines
• Proficient in MS Office

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

Megan Ng Su Ting (CEI No.: R23115059)

Recruit Express Pte Ltd

EA Licence No: 99C4599

*** We regret that only shortlisted candidates will be contacted.

Labrador Park

ASAP to end Oct 2026

9AM to 6.30PM Monday to Thursday, and 9AM to 5.30PM Friday

Responsibilities

• Internet Banking Testing - To assist in user acceptance testing for UOB Internet Banking.
• Mobile Banking Testing - To assist in user acceptance testing for UOB TMRW.
• ICH Testing - To assist in user acceptance testing for Integrated Multi-Channel Host.
• Ad-hoc duties as and when assigned.
• Perform manual testing for functional testing and regression testing.
• Track and monitor testing progress and defect resolution.
• Provide regular test progress to Team lead.
• Assist in admin work like data update and other ad hoc projects as assigned by the supervisor.

Requirements

• Diploma in any field
• Require to commit overtime on weekdays and sometimes on weekends, until 8pm/ 9pm during peak period

Jessica Nguyen Huynh Thanh Truc

CEI Reg. No. R23113787

EA License No. 99C4599

We regret that only shortlisted candidates will be notified.

Location: Alexandra Road/ Tampines

Duration: 12 Months Contract

Working Hours: 9AM to 6.30PM Monday to Thursday, and 9AM to 5.30PM Friday with 1 Hour meal break

Responsibilities

You will be responsible for providing administrative and admin support to management teams or product areas. Specializes in providing administrative and secretarial support for a department or group of individuals.

Responsibilities may include meeting coordination, supplies and equipment ordering, assistant coordination, payroll for staff eligible for overtime, and overtime reports.

• Process Customer/ Account Maintenance requests for Individual Customers

  Complete all data maintenance requests with accuracy and within the agreed Service Level Agreement

  Other admin and ad hoc backend projects or duties, as assigned

Job Requirements:

• Min. Higher Nitec/ Diploma in any field
• No training required, on job training provided

Jessica Nguyen Huynh Thanh Truc

CEI Reg. No. R23113787

EA License No. 99C4599

We regret that only shortlisted candidates will be notified.

Job Summary

Support technology finance operations by generating financial reports, managing budgets, and overseeing IT asset management to optimize spend and ensure compliance within a technology-driven environment.

Responsibilities

• Generate and analyze PR/GR and financial reports using SAP and enterprise systems to support accurate financial decision-making.
• Process invoice payments and reconcile technology-related expenses to maintain timely and accurate financial records.
• Maintain data integrity across financial systems to ensure reliable reporting and compliance.
• Collaborate with senior technology leaders to monitor and optimize budget utilization for IT projects and operations.
• Support renewal and budgeting processes for software and hardware contracts to ensure cost-effective technology investments.
• Assist in managing project budgets by tracking spend against forecasts and identifying variances for corrective action.
• Prepare monthly financial dashboards and insights to inform the Technology Finance team’s strategic planning.
• Oversee IT asset management, including inventory tracking, issuance, and decommissioning of laptops and hardware to maintain asset accuracy.
• Ensure compliance with internal controls, accounting policies, and audit requirements to uphold financial governance standards.

Required competencies and certifications

• Experience in a finance role within a technology-driven environment, financial institution, or consulting firm (minimum 1 year) or relevant internship experience for fresh graduates.
• Proficiency in Microsoft 365 tools, especially Excel, Outlook, and SharePoint, to perform data analysis and communication tasks effectively.
• Strong analytical skills to interpret complex data sets and support financial modeling and reporting.
• Excellent written and verbal communication skills to engage stakeholders across technical and non-technical teams.

Preferred competencies and qualifications

• Working knowledge of SAP (PEMS or similar ERP systems) to generate and analyze financial reports efficiently.
• Experience with financial modeling and data analysis to enhance budgeting and forecasting accuracy.
• Solid understanding of financial treatment for technology expenses, distinguishing CapEx from OpEx.
• Experience with IT asset lifecycle management to support accurate tracking and control of technology assets.

Allegis Global Solutions is the exclusive Contingent HR services provider for one of the world’s leading banks.

At Allegis Global Solutions we’re proud to be the leader in global talent solutions. We draw upon decades of industry expertise to develop innovative tools, products, processes and strategies focused on outcome.

Moreover, we’re incredibly proud to have built a culture that empowers our people to make their mark while making deep connections that will last a lifetime. With our passion and culture for talent, we are truly transforming the way the World acquires talent.

Our Client is one of the world's most international banks with over 1,100 branches, offices and outlets in 67 countries. They operate in some of the world's most dynamic markets and have been for over 150 years. More than 90 per cent of their income and profits are derived from Asia, Africa and the Middle East. Their brand promise, Here for good, underlines their distinctive approach.

JOB SUMMARY

Working as part of the Wealth Solutions Operations (WSO) team in Singapore to provide end-to-end governance and controls of Operational processes covering WS products supported by processing hubs and country. The incumbent will work with key stakeholders across Wealth Lending Operations, Corporate Actions, Settlements, Asset Transfers, Account Maintenance, Tax Operations and support Product Managers, Country / Group related Projects and Process enhancements.

RESPONSIBILITIES

Strategy

• Support the Growth strategy of the Singapore franchise to become the leading wealth manager to affluent clients.

Business

• To work with WSO’s stakeholders including COO, WL, Banca and CMPS Product Managers as well as hubs in India and Malaysia, Contact Centre &Client Experience teams. The job holder will also liaise with Compliance, Finance and other retail departments to achieve Business and Operational efficiency targets.

Processes

• To manage the preparation, printing and mailing of Advices, Contract Notes and termsheets. He/she also needs to be able to support general queries and process instructions relating to Wealth Lending. In addition, the jobholder will assist in the collation, preparation and submission of weekly &monthly MIS and prepare monthly updates for BGM/NFRF Project updates to Management. The job holder will also be responsible for reviewing DOIs from Country and processing hubs.  

People & Talent

• Quick learner, be a team player, be reliable, curious and able to escalate issues promptly where appropriate. Be comfortable working in a fast-paced environment and prepared to go the extra mile. 

Risk Management

• Support the Country Process Owner in the management of operational risk across processes to identify, assess, manage, mitigate, monitor, report and escalate operational and technology risks within the ambit of the Operational Risk Framework.

Governance

• Be responsible for assisting the Head of WSO SG in the governance of processing Hubs, Custodians and 3rd Party service providers including the conduct of service and periodic risk reviews, and managing all queries related to governance, regulatory and statutory issues.

QUALIFICATIONS

• 1-2 years’ experience working with Wealth Lending, Premium Financing, Leverage Financing and Capital Market products, open for fresh graduates.
• Providing support for various Wealth Lending operations processes within Country and Global Business Services (GBS).
• Providing support to Wealth Lending, Premium Financing Business timely.
• Supporting account opening, maintenance, margin calls, lending booklet.
• Participating in project initiatives and taking up ad hoc tasks as required
• Support regulatory fulfilment
• Can work independently and be a team player

Job Descriptions:

• Engage in telesales efforts to promote loans to existing or new clients
• Cross selling of banking products & services
• Respond to customers’ enquiries and facilitate resolution of problems while anticipating customers’ needs.
• Work closely with the Team Leader to develop and implement sales and service strategies to achieve or exceed sales targets.

Period:

• 6 months contract, may converted to 12 months (subject to renewal) if meet the standards (within or after 6 month)

Location:

• Raffles Place

Working Hours:

• Monday to Friday, 9am to 6pm

Salary:

• First 6 months: Basic $1,600/month + Monthly Allowance of $1,400, No Commission
• After 6 months: Basic $1,600/month + Commission, No Allowance

Job Requirements:

• Min GCE 'N' Level
• Preferably applicants with sales/telesales/call centre/customer service experience
• Good communication and interpersonal skills
• Customer service oriented and sales/target driven
• Possess drive, initiative & ability to work independently

In lieu of physical interviews, we will be conducting virtual interview, i.e. Skype/WhatsApp/Facetime/Zoom

Interested applicants, kindly email your detailed resume (MS Word format is preferred):

tracy@successhrc.com.sg (Reg No: R1107390)

Please ensure that applications sent through email are no bigger than 1Mb.

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.

Succss Human Resource Centre Pte Ltd (EA License Number: 97C4832)

160 Robinson Road, #13-07/08/09 SBF Center, Singapore 068914

T: 6337 3183 | F: 6337 0329 | W: www.successhrc.com.sg

Job Descriptions:

• Engage in telesales efforts to promote credit card to existing or new clients
• Cross selling of banking products & services
• Respond to customers’ enquiries and facilitate resolution of problems while anticipating customers’ needs.
• Work closely with the Team Leader to develop and implement sales and service strategies to achieve or exceed sales targets.

Period:

• 6 months contract, may converted to 12 months (subject to renewal) if meet the standards (within or after 6 month)

Location:

• Raffles Place

Working Hours:

• Monday to Friday, 9am to 6pm

Salary:

• First 6 months: Basic $2,000/month + Monthly Allowance of $1,000, No Commission
• After 6 months: Basic $2,000/month + Commission, No Allowance

Job Requirements:

• Min GCE 'N' Level
• Preferably applicants with sales/telesales/call centre/customer service experience
• Good communication and interpersonal skills
• Customer service oriented and sales/target driven
• Possess drive, initiative & ability to work independently

In lieu of physical interviews, we will be conducting virtual interview, i.e. Skype/WhatsApp/Facetime/Zoom

Interested applicants, kindly email your detailed resume (MS Word format is preferred):

tracy@successhrc.com.sg (Reg No: R1107390)

Please ensure that applications sent through email are no bigger than 1Mb.

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.

Succss Human Resource Centre Pte Ltd (EA License Number: 97C4832)

160 Robinson Road, #13-07/08/09 SBF Center, Singapore 068914

T: 6337 3183 | F: 6337 0329 | W: www.successhrc.com.sg

Job Summary

Assist the finance department with daily accounting operations and support financial reporting, budgeting, audits, and compliance activities. Gain cross-functional experience through rotations in finance, legal, HR, administration, supply chain, customer service, and after-sales.

Responsibilities

• Enter vouchers and maintain ledgers to ensure accurate daily accounting records
• Prepare and analyze monthly, quarterly, and annual financial statements to support management decisions
• Process invoices, reimbursements, and payment requests while ensuring compliance with financial policies
• Participate in budget preparation and monitor budget execution through tracking and analysis
• Organize and compile financial data to provide reliable data support for reporting and audits
• Assist in completing audits, tax filings, and other finance-related compliance tasks
• Collaborate effectively across departments during rotation opportunities in finance, legal, human resources, administration, supply chain, customer service, and after-sales

Preferred competencies and qualifications

• Bachelor's degree or higher in finance, accounting, taxation, or related fields
• Familiarity with accounting standards, tax laws, and basic financial principles
• Proficient in Excel and financial software with strong data analysis skills
• Demonstrated ability to learn quickly, work collaboratively, and execute tasks with clear logical thinking and effective communication under pressure

About our client
The company behind the machines that keep the global crypto network running. They design the chips that power most of the world's mining hardware. Beyond crypto, also expanding into AI chips, making this one of the more technically ambitious companies you'll find in the space.

About the role
This role sits within the finance function — day-to-day accounting, financial reporting, invoicing, and budget tracking — with a structured rotation programme across legal, HR, supply chain, and customer service.

Job Responsibilities:

• Day-to-day accounting — voucher entry, ledger maintenance
• Preparation and analysis of monthly, quarterly, and annual financial statements
• Handling invoices, reimbursements, and payment requests
• Budget preparation and execution tracking
• Financial data compilation and reporting support
• Assisting with audits, tax matters, and other finance-related tasks
• Rotation opportunities across legal, HR, admin, supply chain, customer service, and after-sales

Requirements:

• Bachelor's degree or above in finance, accounting, taxation, or related fields
• Solid grasp of accounting fundamentals, standards, and tax regulations
• Strong data analysis skills; proficient in Excel and financial software
• A fast learner — organised, logical, and able to work under pressure

If it sounds like your next move, please don’t hesitate to apply. Kindly note that only shortlisted candidates will be contacted. Appreciate your understanding. Data provided is for recruitment purposes only.

About Us

Dada Consultants was established in 2017, with the commitment of providing the best recruitment services in Singapore. We are comprised of a dynamic head-hunting team dedicated to sourcing for highly competent professionals in IT industry. We provide enterprises with customized talent solutions, and bring talents to career advancement.

www.dadaconsultants.com

EA Registration Number: R2197058

Business Registration Number: 201735941W. Licence Number: 18S9037

Location: East / Central / West

Employment Type: Contract (6 - 12 months)

About the Role:

We are continuously looking for talented professionals to join our middle-to-back office banking teams for our client. These roles support critical banking operations, ensuring smooth transaction processing, risk management, compliance, and client servicing.

Key Responsibilities:

• Process and reconcile financial transactions accurately and timely.
• Support trade settlements, payments, and documentation.
• Ensure compliance with regulatory and internal policies.
• Collaborate with front-office teams and other departments for seamless operations.
• Assist in reporting, data analysis, and process improvements.

Requirements:

• Degree in Finance, Business, or related field.
• Prior experience in banking operations, risk, compliance, or finance is an advantage.
• Strong attention to detail and problem-solving skills.
• Ability to work efficiently in a fast-paced environment.
• Proficiency in banking systems and Microsoft Office.

• We regret that only shortlisted candidates will be notified.
  Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.
  
  PERSOL Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394 

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.

Job Scope:

1. Assist in daily finance and accounting operations (e.g., data entry, reconciliations)

2. Process invoices, payments, and financial transactions accurately

3. Support accounts payable and accounts receivable functions

4. Maintain proper documentation and filing of financial records

5. Perform basic bank or account reconciliations

6. Assist with month-end closing activities and reporting

7. Handle ad-hoc finance and administrative duties as assigned

Requirements:

1. Diploma in Business or related disciplines

2. No experience is needed!

3. Able to start immediately or within short notice
   

Interested candidates please send me your resume anna.chen@recruitexpress.com.sg

Anna Chen jiaxin
CEI No: R25157621
Recruit Express Pte Ltd
EA License: 99C4599