Total 1,148 Manager level Finance / Banking / Insurance job vacancies

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.

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

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

About the Role

We are looking for a dedicated and detail-oriented Senior Account Executive / Account Manager to join our finance team. You will be responsible for managing day-to-day accounting operations, ensuring accuracy in billing, and supporting management with timely financial reporting.

Responsibilities

Process invoices accurately and promptly.

Amend and update invoices (pricing changes, customer info, credit notes).

Issue Credit Notes (CN) and Debit Notes (DN).

Manage cash flow and maintain proper financial records.

Handle cash collections from the delivery team.

Perform daily banking-in and reconciliation.

Attend to incoming calls and provide admin support.

Liaise with HQ on accounting and finance matters.

Prepare monthly statements and management reports.

Support AR and AP functions.

Perform data entry and filing of accounting documents.

Assist with month-end closing.

Prepare documents for audits.

Manage petty cash and reimbursements.

Undertake ad hoc administrative or finance-related duties.

Requirements

Minimum 2 years’ experience as an Account Executive.

Diploma or A-Level qualification.

Positive, pleasant, and responsible.

Able to work 5.5 days per week.

Job Summary:

You have our customers’ best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them.

You see yourself as a companion on our clients’ journeys toward achieving their life goals. Given that no journey is ever the same, you take great care (and pride!) in tailoring your financial advice to meet each client’s unique needs and requirements.

You’re self-motivated, and always on the lookout for opportunities to grow – whether it is keeping up to date with industry trends, expanding your skill set, or building your network of customers through tele-prospecting, virtual or in-person interactions and customer outreach programmes. You are knowledgeable about the banks' products and services and can recommend financial planning solutions that address your customers' needs. With such drive and tenacity, it’s no surprise that you’re consistently meeting your personal goals and targets.

Last but not the least, you’re focused on building long-term relationships with our customers. It forms the foundation to all that you do. You seize every opportunity to excite new and existing clients by bringing them investment ideas and insurance solutions to help grow their wealth and protect their futures.

Benefits and Prospect

-Attractive remuneration and a comprehensive benefits package.

-Recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.

-Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.

-Job scope consist of digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers).

Requirements:

-Bachelor's degree from a recognized university or a diploma from a local polytechnic

-Interested in financial planning or wealth management.

• 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.

Key Responsibilities (Finance& Economics Focus)

• Financial Calendar & Budget Management Manage the Executive’s calendar, appointments, meetings, and travel arrangements, with emphasis on financial reviews, budget deadlines, and regulatory reporting schedules.
• Government & Regulatory Financial Communications Screen and prioritize incoming calls, emails, and correspondence, including sensitive financial and compliance communications with government agencies (MOM, BCA, IRAS).
• Contracts & Financial Documentation Draft, review, and edit high-level business correspondence, contracts, tender documents, and board papers, ensuring accuracy in financial terms and confidentiality.
• Cross-Departmental Financial Reporting Coordinate consolidated reporting by compiling financial, HR, and project data into management packs, supporting executive decision-making with quantitative insights.
• Meeting Support & Economic Analysis Attend executive and board meetings, prepare detailed minutes, and track follow-up actions, including financial and economic implications across stakeholders.
• Strategic Finance & Economics Initiatives Support strategic initiatives such as project bids, worker placement compliance, and overseas expansion by conducting financial research and preparing economic analysis reports.
• Executive Events & Economic Forums Organize executive-level events, industry forums, and stakeholder engagements, with focus on financial and economic policy discussions, liaising with regulators and clients.
• Expense & Budget Oversight Oversee expense claims, project-related financial tracking, and reconciliation of executive budgets, including variance analysis and compliance with corporate finance policies.
• Confidential Financial Information Management Maintain strict confidentiality in handling sensitive information such as worker contracts, payroll compliance, and regulatory financial submissions.
• Financial Document & Compliance Supervision Supervise document management processes, including tender submissions, MOM filings, and project compliance records with financial implications.
• Policy & Financial Communications Assist in drafting responses and policy communications for CEO’s review, ensuring alignment with corporate governance and financial standards.
• Advanced Administrative & Procurement Support Perform advanced administrative duties, including vendor coordination, procurement support, and monitoring of project documentation systems with financial relevance.
• Ad-hoc Financial & Crisis Support Undertake ad-hoc responsibilities assigned by the Executive, including urgent financial filings, economic risk assessments, and crisis management support.

Job ID: 1070953

Are you passionate about helping clients grow, protect, and manage their wealth?

Our client, a leading international bank, is expanding its Premier Banking team and is seeking driven Relationship Managers who are looking to accelerate their wealth management careers. This is an excellent opportunity to manage a portfolio of affluent clients, deepen client relationships, and provide holistic financial solutions across investments, insurance, and lending.

Key Responsibilities

• Conduct comprehensive financial reviews to understand clients' financial goals, investment objectives, and risk appetite
• Develop and manage long-term relationships with affluent clients through proactive engagement and regular portfolio reviews
• Provide holistic wealth management advice
• Collaborate closely with product specialists to deliver tailored financial solutions
• Grow and deepen client relationships through referrals, asset growth, and cross-selling opportunities
• Stay updated on market developments and provide timely insights to clients
• Achieve business targets while maintaining high service standards and strong portfolio quality

Requirements

• Minimum 1 year of experience as a Relationship Manager within Premier Banking, Priority Banking.
• Experience managing affluent or high-net-worth client portfolios
• Good understanding of investment, insurance, and wealth management products
• Exposure to onshore and/or offshore client segments will be advantageous
• Strong interpersonal, communication, and relationship-building skills
• Results-driven individual with a passion for client engagement and wealth advisory

If you are looking to take the next step in your wealth management career with a reputable banking institution, we would love to speak with you.

We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities. Your application will be processed in line with our company’s Privacy Policy.https://goodjobcreations.com.sg/en/privacy-policy/

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

Company Overview

Tiong Lian Food, established in 1974, is a leading Singapore importer, processor, and distributor of quality pork and meat products. Serving supermarkets, manufacturers, wholesalers, and food outlets, it operates a modern facility with advanced storage and processing technologies.

Job Summary

We are seeking a hands-on Assistant Manager – Finance & Accounting to manage financial reporting, compliance, taxation, and business analysis. The role requires audit experience, analytical skills, and advanced financial system expertise to support finance leadership.

Responsibilities

• Prepare monthly and annual financial reports to ensure accurate and timely financial information for decision-making
• Manage financial closing activities to meet deadlines and maintain reporting accuracy
• Oversee compliance with Singapore tax regulations, including GST and corporate tax, to mitigate risks and ensure legal adherence
• Coordinate with external auditors and tax agents to facilitate audits and tax filings
• Strengthen internal controls by identifying gaps and implementing improvements to enhance finance process efficiency
• Develop Excel-based dashboards and automation tools to support business analysis and strategic decisions
• Support finance system improvement initiatives by collaborating with IT and finance teams to optimize workflows
• Assist Head of Finance in strategic financial planning and operational matters to drive business growth

Job Requirements

• Strong attention to detail demonstrated through proactive identification and resolution of finance issues
• Ability to work independently and collaboratively within teams to meet organizational goals & deadlines.
• Adaptability to fast-paced and dynamic work environments, maintaining productivity and quality

Education, Experience & Training

• Bachelor’s degree in accounting, Finance, or related discipline.
• Minimum 5–7 years of relevant working experience, including prior experience in an audit firm.
• Candidates must currently hold or previously held at least an Assistant Manager position.
• Understanding of .
• Good knowledge of SFRS, Taxation, and internal controls.
• Experience in Cost accounting
• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, dashboards, and financial modelling.
• High level of computer literacy and familiarity with ERP/accounting systems would be an added advantage.

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

Raffles Place

Mon-Fri, 9am-5.30pm

Up to $5k x12

• 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

Jessica Nguyen Huynh Thanh Truc

CEI Reg. No. R23113787

EA License No. 99C4599

We regret that only shortlisted candidates will be notified.

• Company: Outsourcing Services
• Location: Central
• Position: Finance Manager / Assistant Manager (19998)

Job Description:

We are seeking a highly experienced Finance Manager to lead the Group’s finance function across regional entities. This role is responsible for supporting financial consolidation, treasury management, and tax compliance, ensuring strong governance and adherence to both local regulatory requirements and Head Office policies. The ideal candidate will have a minimum of 5-8 years of relevant financial experience, preferably with a CPA qualification.

Working closely with the Division Manager and Tokyo Head Office, the Finance Manager will drive accurate and timely financial reporting, strengthen internal controls, and support strategic decision-making. The role requires close collaboration with cross-functional teams to enhance financial discipline, operational efficiency, and compliance standards across the region.

Key Responsibilities

• Lead the preparation and review of regional financial statements covering subsidiaries.
• Ensure all reports comply with IFRS/GAAP, local statutory requirements across region and support Head Office reporting policies. (Aligned with Japan GAAP).
• Work closely to enhance liquidity management, centralize cash positions, and improve capital efficiency.
• Oversee intercompany funding activities and maintain proper documentation in compliance with tax and transfer pricing guidelines.
• Monitor financial performance indicators and escalate key issues promptly.
• Identify gaps and implement enhancements to streamline finance operations, treasury processes, and reporting workflows.
• Support implementation in best practices across the Group and ensure the Finance Team consistently achieves high standards of accuracy, efficiency, and compliance.
• Identify tax risks, implement mitigation strategies, and ensure audit readiness and tax optimization.
• Align local tax practices with Group policies and global tax strategies.
• Support monthly monitoring discussion and provide financial insight for subsidiaries

Job Requirements:

• CPA qualified (strongly) with minimum 5-8 years of relevant experience.
• Demonstrated proficiency in multi-entity regional /group financial report.
• Experience liaising with international banks and working with treasury platforms.
• High level of integrity and professionalism, with strong attention to detail and project management skills.
• Familiarity with systems such as SAP / SAC or comparable ERP platforms
• Japanese language skills is required to liaise with Japanese speaking counterparts in Japan HQ

Interested applicants please apply directly for further shortlisting review.

We regret that only shortlisted candidates will be notified. Other applications will be updated to our database for future job opportunities.

By submitting any resumes or applications to Pasona Singapore Pte Ltd, you are considered to have read and agreed on the terms of our Privacy Policy, and consented to us collecting, using, retaining, disclosing your personal information to the prospective employers for their consideration.

Effective from 1 October 2020 under the new Employment Agencies (EAs) Licence Conditions,

EAs will be required to collect the personal data (e.g. NRIC number number for overseas candidates) of applicants referred to employers for permanent or contract job positions of at least six months with a fixed monthly salary of S$3,300 and above.

PDPA requirements on collection, use, and disclosure of personal data would not be applicable to EAs that are collecting such information as it is a regulatory requirement by Ministry of Manpower.

Please find Privacy Policy Agreement from the below link.
http://www.pasona.com.sg/privacy.html

Jeffrey Koh Kok Ann
EA Registration No: R1770345
Pasona Singapore Pte Ltd
1 FINLAYSON GREEN ＃09-02 SINGAPORE 049246
EA License No:90C4069

[Job ID: 533220]

Join us as a Wealth Planning Manager, where you will deliver tailored financial advice and solutions to retail clients, guiding them toward their long-term financial objectives.

As a key representative of branch banking, you will engage customers across multiple channels, including in-branch consultations and tele-appointments, to understand their financial needs and aspirations. You will provide comprehensive wealth planning advice and recommend suitable solutions from a broad product portfolio. This role places strong emphasis on building enduring client relationships founded on trust, professionalism, and ethical advisory practices.

This opportunity is well-suited for Degree or Diploma holders with a keen interest in wealth management. Strong interpersonal skills, professional conduct, and the flexibility to work on weekends are valued.

Responsibilities:

• Provide advisory services to individual retail customers on personal banking and financial products
• Engage customers through branch-based interactions, tele-appointments, and outreach initiatives
• Deliver holistic financial planning advice supported by sound financial knowledge
• Identify and recommend appropriate financial solutions aligned with customers’ financial goals
• Ensure full compliance with banking regulations, policies, and industry guidelines
• Build and maintain long-term relationships with existing clients
• Conduct regular follow-ups with existing and prospective customers to review and assess financial needs

Requirements:

• Bachelor’s degree from a recognized university or a diploma from a local polytechnic
• Strong interest in financial planning or wealth management
• Good interpersonal and communication skills with a professional approach
• Willingness to work flexible hours, including weekends
• Candidates with more extensive financial advisory experience may be considered for a Senior Wealth Planning Manager position

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

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

EA Personnel Name: Tung Chi Jun (Deng Zijun)

EA Personnel Reg. no.: R25157470

EA License no.: 07C5771

About the Department of Foreign Affairs and Trade (DFAT)
The role of the Department of Foreign Affairs and Trade (DFAT) is to advance the interests of Australia and Australians internationally.  This involves strengthening Australia’s security, enhancing Australia’s prosperity, delivering an effective and high-quality overseas aid program and helping Australian travellers and Australians overseas. To view the complete description, please visit our Australian High Commission Career Opportunities webpage.

About the position
The Investment Officer position will play a key role in achieving the Southeast Asia Economic strategy’s objective to increase Australian investment in Singapore, working closely with colleagues at the Australian High Commission and in other Australian missions in Southeast Asia.To view the complete description, please visit our Australian High Commission Career Opportunities webpage.

The key responsibilities of the position include, but are not limited to:

• Build, develop and maintain collaborative networks with key business, government agencies and financial sector contacts.
• Maintain and develop a current understanding of the Singaporean Government policies and emerging issues including and outside of the regulatory requirements for foreign investors.
• Work collaboratively with local project proponents to better understand Australian investor appetites and to shape investment opportunities to attract Australian investors.

• To view the complete responsibilities, please visit our Australian High Commission Career Opportunities webpage.

Qualifications / Experience

• Demonstrated skills in building and managing productive working relations with clients, suppliers, business partners and/or government bodies, and a proven ability to utilise a network to achieve business results.
• High level representation and communication skills (including interpersonal, negotiation, representation and business writing skills), particularly the ability to articulate investment deal concepts and ideas.
• Research and written communication skills, project management and problem-solving capabilities.
• To view the complete responsibilities, please visit our Australian High Commission Career Opportunities webpage.

Please note that applicants will not receive job application status updates on this portal. For more information on the full application process, please visit our Australian High Commission Career website.

Applications should be submitted by 23:59, 22 June 2026 (Singapore Time). Please note that late applications will not be accepted.

[Job ID: 1616546]

Job Summary:

A client-centric role overseeing high-net-worth insurance cases, ensuring accurate case management, regulatory compliance, and seamless collaboration with sales teams.

Responsibilities:

• Manage new business insurance applications in line with high-net-worth underwriting guidelines, internal SOPs, and regulatory standards.
• Prepare, review, and support high-value sales illustrations requested by sales consultants and business partners.
• Collaborate closely with sales consultants to ensure smooth preparation and end-to-end processing of HNW insurance applications.
• Provide timely and accurate updates on application status to internal stakeholders and sales consultants.
• Maintain complete and up-to-date client, meeting, and case records within the CRM system.
• Ensure all new business documentation is accurate and submitted within stipulated timelines.
• Support team members on case management matters, medical requirements, sales presentations, and related documentation.
• Liaise with Finance and New Business teams on paid reports and required financial documentation.
• Ensure strict adherence to internal policies and MAS regulatory requirements.

Requirements:

• Minimum 5 years of experience in sales, client servicing, or relationship management, preferably within the insurance or banking industry.
• Strong interpersonal, communication, relationship management, and presentation skills.
• Proactive, self-motivated, and disciplined, with a strong commitment to service excellence and integrity.
• Proven ability to multitask and perform effectively under tight deadlines in a fast-paced environment.
• Proficiency in Mandarin language for liaising with Mandarin-speaking clients and business partners.
• Prior experience supporting high-net-worth clients and managing complex insurance cases is an added advantage.

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

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

EA Personnel Name: Tung Chi Jun (Deng Zijun)

EA Personnel Reg. no.: R25157470

EA License no.: 07C5771