Total 12,103 finance banking insurance job vacancies in Finance / Banking / Insurance category in Singapore

Mon - Thurs 8:30 a.m. - 6 p.m.

Fri 8:30 a.m. - 5:30 p.m.

Alternate Sat 8:30 a.m. - 12:30 p.m.

Responsibilities:

• Coordinate with Claims Advisors on information and documents to support claims negotiation and settlement

• Coordinate with Customer Service Coordinators to ensure accurate and timely submission of Letter of Demand (LODs)

• Negotiate with insurers on claims offers on behalf of customers (un-insured losses claims, loss of use/rental, etc.)

• Gather, analyse and present evidence/information on complex claims cases to support in getting customers a fair deal on liability judgements and claims offers

• Provide accurate and timely advices on claims offers and updates on status to Claims Advisors and customers

• Ensure timely closure of claims and escalate cases to direct manager on overdue / low insurers’ offers

• Submit Refund forms for claims due to customers and/or companies upon receiving insurers’ payment confirmation

• Provide timely updates and details of insurers’ claims payments to customers and/or companies. Ensure related reports are updated whenever there is a change in case status

• Ensure all claims document/information are organised and updated to ensure easy visibility/tracking and retrievable:

• Sort and place physical files/documents based on category and status of each claim at designated area

• Update related reports/records for on-time tracking of status.

• Submit closed cases to CSCs for secured storage. Assist in such filing where required

• Carry out claims processes diligently to achieve company’s KPIs (Claims Settlement, Accounts Receivables, etc.)

• Actively initiate/participate to improve such processes when required

• Support in updating or provision of such report(s) on bi-monthly basis or other period specified by management

Requirements:

• At least 2 years of working experience handling Motor Insurance

• Minimum GCE "O" level.

• Independent individual who is able to multi-task in a fast-paced environment

• Meticulous, committed and a strong team player.

Our client, is a well-established international bank with a significant presence in Asia, is seeking an experienced Private Banker to join their team and support business expansion in the North Asia market.

about the job:

• Serve as the primary advisor ensuring proactive communication and a high level of responsiveness in addressing client needs.
• Design and implement customized investment strategies and wealth management plans.
• Provide guidance on a wide range of financial services, including asset allocation, tax optimization, and estate planning.
• Drive client acquisition efforts, growing the HNW and UHNW client base through networking, referrals, and strategic partnerships.
• Collaborate closely with internal product and investment teams to deliver holistic solutions and maximize cross-selling opportunities.
• Conduct regular portfolio reviews and make adjustments as needed to align with the bank's risk framework and ensure continued suitability for clients.

skills and qualifications required:

• Bachelor’s degree in Finance/Business/Economics or a related field.
• Minimum 8 years of experience in private banking and/or wealth management.
• Proven track record of managing and expanding a portfolio of HNW and UHNW clients.
• Strong knowledge of investment products, financial markets and economic factors.
• Proficiency in Mandarin is preferred given the client base.

*We regret to inform you that only shortlisted applicants will be notified*

To apply online please use the 'apply' function, alternatively you may contact Reenie at 6697 7943 / reenie.ng@adecco.com for a confidential discussion.

EA: 91C2918 | R2198716

Responsibilities:

1. Portfolio Analysis:

- Conduct in-depth analysis of investment portfolios, assessing performance metrics and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. Market Research:

- Stay abreast of financial market trends, economic indicators, and industry developments.

- Analyze market data to provide insights into investment strategies and potential risks.

3. Client Interaction:

- Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.

- Provide regular updates on portfolio performance and recommend adjustments based on client objectives.

4. Asset Allocation:

- Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.

- Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.

5. Due Diligence:

- Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.

- Prepare comprehensive reports outlining investment recommendations and associated risks.

6. Regulatory Compliance:

- Ensure compliance with relevant financial regulations and internal policies.

- Stay informed about changes in regulatory requirements and industry best practices.

7. Performance Reporting:

- Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.

- Analyze performance metrics and make recommendations for optimizing portfolio performance.

8. Relationship Management:

- Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.

- Collaborate with internal teams, including financial advisors and risk management, to enhance client satisfaction.

9. Technology Utilization:

- Leverage financial software and tools for data analysis, risk assessment, and portfolio management.

- Stay current on advancements in financial technology to enhance operational efficiency.

10. Continual Learning:

- Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.

- Pursue relevant certifications to enhance knowledge and credibility in the field.

Qualifications:

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

Please Note: Employees will be required to report to their assigned office location at least 2 day per week for non-supervisory positions and 3 days per week for supervisory/managerial positions unless the position advertised is designated as a remote-only position.

The incumbent serves as the Deputy Chief Banking Officer (DCBO) in the Office of the Chief Banking Officer (OCBO) and reports to the Senior Vice President and Chief Banking Officer.

The incumbent is responsible for supporting the Board of Directors, the management of EXIM's external client relationships and transactions, and product structure, design, and delivery. The Deputy is responsible for providing financial assistance in response to requests from U.S. exporters, foreign buyers, foreign governments, foreign and domestic commercial banks, insurance brokers and other eligible applicants. The incumbent of this position pursues OCBO-wide program and policy initiatives and coordinates the implementation; develops recommendations for the OCBO regarding policy, processes, and issues; assists in managing the loan applications, administration, and processes; manages special assignments as designated by the CBO and serves as an expert resource consultant for the staff of the OCBO. The OCBO is responsible for the loan, guarantee and insurance products, and the overall relationship management of EXIMs external clients.

Duties include, but are not limited to:

• Serves as a key member of the senior staff of the Office of Chief Banking Officer which includes Office heads in the OCBO. Provides guidance and counsel to OCBO and Office heads as necessary, assists in the establishment of OCBO objectives and program goals, and alerts CBO and OCBO office heads regarding guidelines and needed results. The incumbent plays an important role in the development, implementation and improvement of processes and programs within the OCBO. Also, the incumbent provides advice and counsel to the Chief Banking Officer on operations and management issues related to the OCBO.
• In collaboration with the CBO and EXIM's President and Chair, the DCBO designs and leads the Bank's business development strategies for the China and Transformational Exports Program (CTEP) and Office of Global Business Development (GBD) to ensure better alignment with these functions and programs with other banking operations. The DCBO leads and manages the OCBO programs for EXIM's offices. The DCBO provides leadership, direct supervision, and management support to a team of professional and administrative staff; develops and/or implements major planning, evaluation, or monitoring of long/short range operational plans, resource requirements, and/or budgets for the OCBO; and continually monitors and evaluates budget, fiscal, and administrative controls to manage the OCBO's programs and services.
• Identifies and prioritizes issues requiring the attention of the CBO concerning all within OCBO. The incumbent develops recommendations for the CBO and implements decisions with respect to staff allocations, personnel requirements and selection, operating program and administrative budgets, training requirements and programs and logistics support to staff for productivity and performance. Researches and evaluates views on processes, management, and programs for the OCBO and makes appropriate recommendations to the CBO. Oversees coordination of decisions made by CBO with other groups within the EXIM.
• Executes responsibilities of a senior manager by directing the appropriate individuals from OCBO and throughout EXIM to address any relevant items for the CBO and/or the OCBO.
• The incumbent is responsible for all post-authorization asset management functions for all EXIM programs, including credit amendments, credit monitoring, pre-claim restructuring, claim payments, post-claim restructuring and recoveries, and portfolio monitoring, subject to Individual Delegated Authority (IDA), which is conferred by the Bank's Board of Directors.
• Responsible for the Bank's impaired credits, including consensual restructurings and partial value settlements, non-consensual recoveries, sales of assets, credit monitoring and valuation, clam processing and Bank liability determinations, and write-offs, subject to IDA.
• Responsible for the management of EXIM's operative non-impaired credits, including modifications/waivers/consents related to credit amounts, terms, covenants or conditions, credit monitoring and valuation of project finance, aircraft, and non-sovereign credit exposures, subject to IDA.
• Serves as a liaison/spokesperson to institutions, such as other U.S. government agencies and the Hill, and advises the CBO on how these institutions' policies and objectives effect EXIM's operations and programs.

Position: Relationship Manager - Premier Banking

Duration: Permanent
Location: Multiple locations in Singapore (assigned based on suitability)
Industry: Banking

As a Premier Banking Relationship Manager, your roles & responsibilities will include:

• Actively acquire and prospect new Premier Banking Offshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Requirements:

• You should have minimum 4 years of sales experience in the banking and financial services industry, preferably in managing the affluent/premier segment, and show consistent sales performance.
• Recognised university degree and possess CMFAS certifications (RES1A/RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• You exhibit strong interpersonal, communication skills and good at tele-consulting.
• It is essential for candidates to be creative yet meticulous and has the ability to work independently and in a team.
• You have the initiative and drive to succeed and is focused and disciplined to achieve the sales quota and revenue.

Please refer to U3’s Privacy Notice for Job Applicants/Seekers at https://u3infotech.com/privacy-notice-job-applicants/. When you apply, you voluntarily consent to the collection, use and disclosure of your personal data for recruitment/employment and related purposes.

Responsibilities:

Our team is part of the core-banking group and is responsible for gathering requirement from other teams for their statement, letter and reports, and then designing and developing end to end batch processing along with the templates.

Key job objectives is:

· Plan, coordinate, install, develop, implement and maintain various software applications and organizational information systems.

· Development, Unit Test, SIT and UAT deployment and support, Production Deployment and Post Implementation Support.

· Provide L3 support for related production issue(fix, test and deploy)

· Can develop and maintain simple or complex templates using EngageOne Designer software.

· Can develop or maintain PCE scripts using DOC1PCE programming language.

· Clearly and regularly communicate with business stakeholders and technical support colleagues

· Design and update software database/tables. This includes, but is not limited to: Software Applications, Data Communication Processes and User Interfaces

· Test, maintain and recommend software improvements to ensure strong functionality and optimization

· Independently install, customize and integrate software packages and programs

· Facilitate root cause analysis of system issues

· Work with experienced team members to conduct root cause analysis of issues, review new and existing code and/or perform unit testing

· Identify ideas to improve system performance and impact availability

· Resolve complex technical design issues

· Development of technical specifications and plans

· Analyse user requirements and convert requirements to design documents

· Make good technical decisions that provide solutions to business challenges

· Provide comprehensive support to internal customers; achieve resolution to outstanding problems or issues

· Compile timely, comprehensive and accurate documentation and or reports as requested

· Possess up-to-date knowledge of technological developments in the industry

· Communicate effectively and professionally in all forms of communication with internal and external customers

· Possess strong problem solving and decision making skills while using good judgment

· Multi-task and change from one task to another without loss of efficiency or composure.

Requirements:

· Overall experience in IT and Banking of at least 8 years.

· At least 3+ years’ experience in Pitney Bowes Software applications such as EngageOne Designer , PCE scripting and Vault.

· Has basic knowledge on end-to-end Customer Communication Management solution (from template design up to output management)

· Good analytical and problem solving skills – ability to translate functional specifications to technological solutions

· Banking domain exposure is preferred.

· Full SDLC exposure including application support.

· Relevant experience in software development using Java and its associated technology stacks like Spring framework.

· Web application development experience including UI technologies like Angular JS.

· Strong knowledge of Linux/Unix System having experience in designing and writing end to end batch processes using shell scripting.

· Working knowledge of Oracle database and PLSQL.

Key Domain/ Technical Skills:

· Unix/Linux, Shell Scripting, Java, Spring & Oracle.

- Represent a top Global Bank

- Portfolio Construction and Portfolio Management

- Update clients on market movements and the economy

- Business Development to onboard mass affluent and high net worth clients

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Introduction of Wealth Management tools to clients

- Customised career progression (Sales or Management Track)

Training provided

- Monthly investment training by more than 30 Global Asset Managers (JP Morgan, Goldman Sachs, Franklin Templeton, BlackRock etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- Communications training

- Management training

- Structured training to put you on the path of success

Requirements:

- Go Getter

- Excellent communication skills

- Highly motivated individuals who work well in a team

- Local Diploma / Full 'A' Level Cert / Degree

- Candidates with a background in Wealth Management or Sales would have an added advantage

*Responsibilities:*

1. *Portfolio Analysis:*

- Conduct in-depth analysis of investment portfolios and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. *Market Research:*

- Stay abreast of financial market trends, economic indicators, and industry developments.

- Analyze market data to provide insights into investment strategies and potential risks.

3. *Client Interaction:*

- Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.

- Provide regular updates on portfolio performance and recommend adjustments based on client objectives.

4. *Asset Allocation:*

- Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.

- Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.

5. *Due Diligence:*

- Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.

6. *Regulatory Compliance:*

- Ensure compliance with relevant financial regulations and internal policies.

- Stay informed about changes in regulatory requirements and industry best practices.

7. *Performance Reporting:*

- Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.

- Make recommendations for optimizing portfolio performance.

8. *Relationship Management:*

- Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.

9. *Technology Utilization:

- Stay current on advancements in financial technology to enhance operational efficiency.

10. *Continual Learning:*

- Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.

- Pursue relevant certifications to enhance knowledge and credibility in the field.

*Qualifications:*

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

*Responsibilities:*

1. *Customer Engagement:*

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. *Product Knowledge:*

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. *Sales Targets:*

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. *Documentation and Processing:*

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. *Compliance:*

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. *Problem Resolution:*

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. *Team Collaboration:*

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. *Market Research:*

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. *Training and Development:*

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

*Qualifications:*

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

*Benefits:*

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.

Responsibilities:

1. Customer Engagement:

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge:

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. Sales Targets:

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. Documentation and Processing:

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. Compliance:

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. Problem Resolution:

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. Team Collaboration:

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. Market Research:

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. Training and Development:

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

Qualifications:

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

Benefits:

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.

WSP Consultancy Pte Ltd

This is a role requires a driven and detailed individual, with expertise in finance, accounting, reporting and experience with managing statutory requirements as such year-end audit, GST submission and year-end tax filing. This is a hands-on role as you will be required to take on detailed budget submissions, preparing financial reports etc.

The role has a high visibility to Management and opportunity to drive process improvements and manage outsourcing to shared services centre in Guangzhou.

Responsibilities:

1. Actively lead the accounting function, ensuring timely period end close, preparation and submission of reports, review of balance sheet schedules and reconciliations. Ensure all month end journals are recorded, and management reports prepared and submitted on time.

2. Review all intercompany reconciliations, oversee the management and resolution of discrepancies.

3. Oversee the Accounts Payable function, cashflow projections and payment runs.

4. Plan and manage the year end audits to ensure timely completion and filing of accounts. Assist with the preparation of statutory financial statements and ensure statutory deadlines are met.

5. Participate in the half yearly forecast exercise, co-ordinate data uploading from Project Finance, aggregate Company level submissions, compile and prepare the respective reports required for the review and submission.

6. Manage queries from Group companies and Asia HQ and resolve issues.

7. Review project backlog tabulation and phasing regularly. Highlight areas for follow-up and work with Project Finance on team on updates.

8. Participate actively and work closely with business leaders to support business improvements and Project Finance team on project related matters.

9. Support the team on their career and professional development.

Requirements:

• Degree in Accountancy/ACCA with at least 5 years in a related role. Good knowledge of GST, withholding tax and corporate tax.
• Experience with handling budget and reporting for multiple cost centres and divisions within a single company. Prior working experience in a service-related organization or construction industry will be advantageous.
• Team player with a hands-on, can-do attitude. Self-motivated, meticulous, keen attention to details and comfortable with handling detailed and voluminous financial reports and committed to deadlines.
• Applied knowledge of Oracle, EPM and Hyperion Financial Management and advanced EXCEL skills.
• Good verbal and written communication, comfortable communicating with multiple senior leaders.
• Adaptable and able to work under pressure, good personal efficiency, can-do attitude.

Optimum Solutions (Registration Number: 199700895N)is Singapore's leading Information Technology , Consulting and Professional Services company with Competence in Digital Transformation, Automation, Robotics, Cloud, Big Data, Analytics and Emerging technologies projects. Optimum has been successfully delivering IT projects since 1997 and has been a key IT service provider to clients delivering Software Design, Development, Engineering and IT Transformation Projects.

Role : Banking Deployment Engineer

• Current working experience in handling deployment activities specifically in open systems (Linux / Unix) in banking or financial industry.
• Must have recent working experience in open systems Linux / Unix for at least 2+ years
• Working experiencein SDLC process particularly in version control/source code branching strategy.
• Acquainted with Linux/Unix systems and CI/CD tools such as Jenkins, JIRA, Bitbucket, JFrog (Artifactory), Confluence, Git, Rocket Software – Aldon (LMe), Control-M and BMC Remedy
• 1+ years working experience in Banking is a must.

Key Responsibilities:

• Performing day-to-day release/change activities such as deployment of files/binaries to test and live environments/servers during green zone, execution of scripts/jobs per component and supporting test environment availability.
• Coordinating and preparing deliverables for production releases/implementation. This involves working with project team and/or other teams to complete the details required for the implementation.

*Responsibilities:*

1. *Customer Engagement:*

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. *Product Knowledge:*

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. *Sales Targets:*

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. *Documentation and Processing:*

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. *Compliance:*

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. *Problem Resolution:*

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. *Team Collaboration:*

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. *Market Research:*

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. *Training and Development:*

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

*Qualifications:*

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

*Benefits:*

- Competitive salary and performance-based incentives.

- Health, and retirement benefits.

- Ongoing training and professional development opportunities.

- Opportunities for career advancement within the organization.