Total 34 Finance / Banking / Insurance job vacancies

Who are we ?

MortgagePlus is a trusted mortgage advisory firm and proud member of PhillipCapital, a leading financial services group with a strong global presence. We believe that finding the right home loan should be simple,transparent, and tailored to every client’s unique needs.

As a trusted mortgage advisory company, we specialize in guiding individuals and families through the complex world of property financing,offering expert advice and access to a wide range of mortgage solutions.

Who we’re looking for:

Individuals with energy, strong communication skills and a growth mindset, someone who’s excited to build, learn and grow with us! Whether you are a fresh graduate eager to start your career in financial services or an experienced advisor seeking new opportunities.

Here’s what you will be doing:

• Provide tailored advice on mortgage products to clients based on their financial situation and goals
• Identify and maximise sales opportunities through networking and referrals from agents,lawyers, and developers.
• Liaise with banks, lenders, solicitors, and other stakeholders to facilitate approvals.
• Work independently to plan sales visits and presentations to potential customers.
• Build and maintain strong client relationships to encourage repeat business and referrals.
• Stay updated on market trends and competitor activity to maximise sales potential.

Compensation& Benefits

• Competitive base salary + commission.
• Community initiatives.
• Focus on employee well being, growth, and aspirations.
• Future‑ready organisation where transformation and innovation drive opportunities to build a rewarding and successful career.

Job Purpose

The Senior / Service Advisor, Claims is responsible for managing and administering motor insurance claims efficiently and professionally, ensuring timely resolution, cost control, and a high standard of customer service while complying with internal policies and authority limits.

Responsibilities

Claims Management

• Analyse, process, and manage motor insurance claims within established turnaround times.
• Evaluate claim validity, assess liability, and determine appropriate reserving and settlement strategies.
• Negotiate proactively to resolve claims amicably while mitigating financial exposure and achieving cost-effective outcomes.
• Obtain reserving, settlement, and payment authority in accordance with approved authority limits.
• Conduct regular claims file reviews and reserve monitoring to ensure accuracy and adequacy.
• Exercise sound claims judgement and practices to achieve targeted claims performance results.

Dispute Resolution

• Handle and resolve claims settlement disputes using appropriate mechanisms, including negotiation, mediation, and arbitration where applicable.

Customer & Stakeholder Management

• Manage and maintain clear, professional, and timely communication with customers, taxi partners, drivers, insurers, and external stakeholders on claims-related matters.
• Explain claims procedures, accident reporting requirements, policy coverage, excess implications (including late reporting excess), and settlement processes to customers and taxi drivers.
• Provide guidance to taxi partners on accident-related policies and procedures to ensure compliance and understanding.

Operational Support

• Create and process accident reports statement and sketch submission for Taxi, SPRAC, SPPH&L, and external customers via systems.
• Create eBao records for Income Accident reporting cases in accordance with operational guidelines.
• Coordinate replacement taxi arrangements following accidents where required.
• Review and analyse video footage and other supporting evidence to assist in accident assessment and claims decisions.
• Perform claims administration duties in alignment with assigned system access and data protection requirements.

Compliance & Governance

• Ensure all claims handling activities comply with internal policies, regulatory requirements, and data confidentiality standards.
• Maintain accurate and up-to-date documentation for all claims handled.

Additional Responsibilities

• Perform any other ad-hoc duties and responsibilities as assigned by management.

Qualifications & Work Experience

• Possessing a Certificate in General Insurance is an advantage.
• Fresh graduates, career changers or candidates with no prior experience are welcome to apply.
• Results-oriented and effective team player with an eye for details and business processes in a dynamic environment.
• Possess strong analytical skills to identify cause of problems & recommend solutions.
• Good negotiation, problem solving, and analytical skills
• Possess excellent written and verbal communications skills PC Skills:
• Proficient in Microsoft Windows, Word, Outlook and Excel.

Role: Private Banking Batch Support
Duration: 12 months
Location: Singapore

Years of experience required: 10 years

Responsibilities:

• Manage PB batch jobs, including new job setup, scheduling, execution, and monitoring across the project lifecycle from Development and SIT through UAT environments.
• Monitor batch jobs and provide operational support for issues such as job failures, overruns, or missed executions; document incidents in JIRA and collaborate with developers to investigate and resolve root causes.
• Prepare detailed batch execution and run-status reports to support testing, validation, and management reporting requirements.
• Develop and maintain batch execution Standard Operating Procedures (SOPs) to support a smooth and compliant production handover.

Requirements:

Education:

• Bachelors’ Degree in Computer Science or related field.
• At least 10 years’ relevant experience preferably in a Finance Institution.

Essential:

• You must develop solid understanding of PB system flow and dependencies to effectively support batch scheduling, execution and monitoring.
• You are expected to produce clear and comprehensive documentation and ensure proper knowledge transfer to the production support team following project cutover.
• You are expected to collaborate closely with developers, system analysts and architects to design and implement technical solutions that are fit for purpose for the PB system, while meeting all security, regulatory, and architectural standards.
• You are expected to work on shift schedules, including overnight shifts to support EOD batch execution for PB projects.
• You are expected to strictly adhere to UOB standards, policies, and procedures in all deliverables and activities, with no deviations.

Key Domain / Technical Skills (Indicate up to 3 areas):

• Temenos Wealthsuite Front Office / Triple’A Plus
• Red Hat Linux, AIX, Shell scripting
• Oracle, Sybase, SQL
• Control-M
• JIRA, Confluence, Remedy

Role Purpose To lead the end-to-end ILP product operations vertical, overseeing the full investment lifecycle from fund order placement through NAV pricing generation, fund accounting and year-end reporting. The role is accountable for ensuring operational excellence, regulatory compliance (MAS and CPFIS), governance integrity, and scalable support for ILP product growth, including new launches and Direct Fund initiatives.

Key Responsibilities

End-to-End ILP Investment Operations Ownership

• Own the complete ILP operational workflow, including:Fund order placement and executionSubscription/redemption processingCorporate actions and lifecycle eventsCash management and reconciliationNAV validation and unit pricing oversight
• Ensure timely and accurate NAV pricing generation
• Oversee fund accounting processes specific to ILP structures
• Serve as the primary escalation point for ILP operational issues

Accountability: Accurate, timely and well-controlled ILP operations across all products.

Regulatory & Governance Oversight (MAS & CPFIS)

• Ensure compliance with applicable MAS regulations governing ILP operations
• Ensure CPFIS-related requirements are adhered to where applicable
• Maintain clear documentation, control evidence and governance frameworks
• Lead regulatory reviews and respond to audit / supervisory queries
• Strengthen ILP pricing governance and oversight framework
• Monitor and manage regulatory risk exposures related to ILP products

Accountability: ILP operations remain fully compliant and audit-ready at all times.

ILP Product Launch & Change Management

• Lead operational readiness for new ILP product launches
• Assess accounting, data, workflow and control implications of new products
• Partner with Product, Actuarial, Risk and Distribution teams on implementation
• Design and embed scalable operational processes before BAU handover
• Support Direct Fund Model initiatives and structural changes

Accountability: Smooth, well-controlled onboarding of new ILP products without downstream remediation.

Fund Accounting & Year-End Responsibilities

• Oversee ILP-related fund accounting activities
• Ensure month-end, quarter-end and year-end closing processes are completed accurately and on time
• Lead preparation of ILP financial schedules and reporting
• Coordinate audit processes related to ILP funds
• Ensure books and records integrity for ILP structures

Accountability: Clean audit outcomes and accurate ILP financial reporting.

Controls, Risk & Operational Resilience

• Establish strong maker-checker and escalation frameworks
• Monitor operational incidents and drive root-cause remediation
• Maintain ILP risk registers and control documentation
• Reduce key-man dependency through documentation and cross-training
• Ensure sustainable resourcing during peak periods

Accountability: Reduced operational risk and strengthened control environment.

Data & Process Optimisation

• Partner with Fund Accounting Transformation & Data Lead to improve:Data qualityWorkflow efficiencyAutomation opportunities
• Identify areas for operational simplification and digitisation
• Ensure ILP workflows align with the broader IVS data architecture

Accountability: Efficient, scalable and future-ready ILP operations.

Key Requirements

• Bachelor Degree in accountancy, finance or relevant
• 8–10 years’ experience in ILP operations, fund accounting or investment operations within an insurer or asset manager
• Strong understanding of ILP product structures and unit pricing frameworks
• Experience managing MAS regulatory requirements and CPFIS considerations
• Proven track record managing product launches and operational change
• Strong audit, governance and control mindset
• Ability to operate in a lean but high-accountability environment

The Client is a prestigious global bank and they are seeking individuals who are enthusiastic about the investment market to join their team of investment advisers to bring greater value to their clients.

Job Responsibilities

• Work closely with relationship managers to understand clients investment needs & preferences and risk appetite, thereafter, providing sound recommendations and advisory.

• An ideal candidate should have a strong understanding of investment products such as UTs, Bonds, Equities & structured products.

• Keep up with market trends & news and provide timely updates to the relationship managers & clients.

• Work together with the team and contribute to the production of collaterals for internal and external stakeholders.

• Adhere to all company policies & regulations.

Skills and experience required

• Minimum 5 years of relevant banking sales experience

• Good communication & interpersonal skills

• Good understanding of financial markets & investment instruments

mailto:claudiaw@morganmckinley.comOnly shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

Reg. No. R2199597

BeathChapman Pte Ltd

Licence no. 16S8112

1. Corporate budgeting and planning
Own and manage the construction and realization of corporate's annual operation plan, monthly budget fulfillment, forecast and review of revenue and sales pipeline, to ensure corporate's end to end financial operations are positively contributing to achieving corporate growth targets.

Lead weekly and monthly communications of corporate business plan, achievements, and progress of initiatives to both internal and external stakeholders to ensure all stakeholders are aware of hindrances and identify support required such that there is corporate unity inmoving into any actions needed to remove obstacles and achieving corporate objectives and key results.

2. Corporate regulatory compliance
Identify and execute business activities and process improvements to drive corporate operational excellence in sales, finance and internal office processes, as well as ensure all business activities are conducted with integrity in compliance with regulatory.

3. Corporate and customer productivity management
Identify sales and operational productivity targets based on pipeline and service fulfillment movements to increase team awareness of management’s corporate goals, as well as identify and drive urgent actions required to manage potential risks and disruptions in sales and operations.

Build and analyze account management of pareto accounts to support sales planning of market development.

4. Human capital management
Identify development targets for team members and assist team members to continuously increase and expand the dept of their analytical output quality, as well as continuous evaluation of staff performance and identify rectifying actions if needed or proposals for numerations adjustments to ensure all team members are contributing in fulfilling corporate goals.

- Candidates without relevant experience are welcome to apply

- Interested candidates may apply directly or reach out to our recruiters (Edwin Teo; EA Personnel No. R24123520; Whatsapp +65 8833 0192)

- Perm Hire Directly With Singapore Local Bank Client

- Open to Diploma / Degree Graduates without relevant work experience/certifications in wealth management

- About the Department: The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

- Personal Financial Services:We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

We are looking for driven individuals who...

• Enjoys front line sales
• Are motivated by rewards & recognition
• Desire fast track career progression

With a structured training program provided, you will...

• Create distinctive banking experiences for our clients
• Provide expert financial advice on our clients' wealth journey
• Leverage on our Bank's network to meet and achieve sales targets

Job Responsibilities

As a Personal Wealth Executive within the Personal Banking business, you will be responsible for rendering financial advisory to BANK'S mass-market customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of BANK's clients
• Develop and deepen relationships with clients who have been assigned to you
• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)

Job Requirements

• A recognised university degree
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Proven ability to achieve sales target
• Resourceful and able to work with minimal supervision

Responsibilities

• Prepare policy illustrations and client presentation materials to support Insurance Specialists in their advisory engagements.
• Provide operational and administrative support for new business submissions and policy servicing. This includes coordinating medical appointments with clinics, submitting required documentation to insurers, processing payment advice, and engaging with internal and external stakeholders to progress applications and transactions efficiently.
• Prepare policy review packages for existing in-force policies, ensuring accuracy and completeness of documentation.
• Execute general administrative duties, including printing and binding documents, as well as arranging local and international courier services.
• Provide cross-support to the Wealth Planning team, particularly in trust administration tasks when required.

Requirements

• Diploma or Degree in Business, Finance, Banking, or a related discipline.
• Minimum of 2 years’ relevant experience within Bancassurance or Insurance Brokerage environments.
• Excellent interpersonal skills with the ability to communicate effectively with diverse stakeholders.
• Demonstrated ownership of outcomes with a high level of drive to achieve personal and professional objectives.
• Well-developed organizational abilities, with effective project coordination and management skills.

At ClaimsAssist, we’re not just about helping clients with their insurance claims — we’re about being there when it matters most.
If you have a heart for people, a mind for solutions, and a drive to build a meaningful career, we invite you to join us.

Your Role:

As a Claims Specialist - Client Solutions Advisor, you’ll be the bridge between our clients and their peace of mind.
You'll assist clients with navigating their claims journey and guide them toward securing better protection for their future needs.
Every interaction is an opportunity — to build trust, offer guidance, and open doors to new possibilities.

Key Responsibilities:

• Provide professional support to clients through their claims process, ensuring a smooth and hassle-free experience.
• Conduct thoughtful conversations to identify clients' broader financial protection gaps.
• Propose tailored solutions that help clients safeguard their income, health, and future lifestyle goals.
• Build long-term client relationships through consistent care, regular updates, and proactive service.
• Stay up-to-date with product knowledge, claims processes, and client needs through continuous training and development.

Who We're Looking For:

• Local Singaporean or Permanent Resident (PR)
• Minimum Diploma qualification (any field — we value attitude and aptitude)
• Bilingual in English and Mandarin — to support our diverse client base
• Excellent communication skills — confident, warm, and solution-focused
• A self-starter with a strong sense of responsibility, resilience, and professionalism
• Sales-driven mindset — you believe in adding value to people’s lives and are motivated to achieve personal and team success

What You’ll Gain:

• A unique career path combining client service and advisory work
• Attractive income potential with performance-based incentives
• Structured mentorship and training programs to build professional mastery
• A vibrant and supportive team culture that celebrates growth and achievements
• Opportunities to make a real difference in people’s lives while securing your own financial future

At Claims Assist, you won't just find a job — you'll build a purpose-driven career.
If you’re ready to start a journey that rewards both your heart and your ambition, we’re ready to meet you.