Total 18 Finance / Banking / Insurance job vacancies

Why explore

• Gain exposure across our global commercial business
• Be part of a group that is safety driven and values inclusion
• Join an encouraging leadership group, committed to your growth and development
• Based in Singapore, a global commercial hub for Rio Tinto

About the role

We are looking for a Finance Advisor to join our Commercial Finance team here in Rio Tinto’s Commercial Hub in Singapore. This role is a great opportunity for an experienced finance professional with the passion and desire to drive planning and performance management at a large, dynamic and complex business, with proven engagement and influencing skills and highly demonstrated ability to run financial analysis, planning processes and to identify opportunities to deliver results.

Reporting to the Finance Business Partner Lead – Planning and Improvement, you will:

Support the setup of an independent revenue generating unit in Commercial for third party trading

• Partner with controllership, tax, legal and treasury to ensure the set up of an independent revenue generating unit in Commercial to track performance of third-party trading
• Develop principles to support clear P&L accountability between third party vs equity tonnes, ensuring product group is made whole
• Partner with the other enabler workstreams to support ramp up of third-party trading
• Proactively support working capital requirements of the third-party trading ambition over time by partnering with business and treasury to ensure that working capital requirements and the returns are well understood

Support the planning process to execute our strategy

• Supports the Commercial planning process with information and insights valuable to leadership in terms of Revenues, profitability, working capital, value drivers and costs.
• Support Commercial performance management and value drivers, including cost discipline across the entire commercial organisation (Buy, Sell, Move and Enable).
• Proactively drive financial analysis and influence outcomes through providing insightful analysis.
• Support the evolution of performance management processes and forward-looking KPI’s – tracking key value drivers that align to Commercial and Group objectives.

Partner with the business to drive cost ownership, value delivery and improvement initiatives

• Providing insights to Group’s working capital to provide leadership with input and influence strategy for cash conversion and value strategy.
• Provide cost performance reporting and support to Commercial leaders.
• Drive initiative tracking, reporting and development of valuation methodologies to measure value delivery and support development of new initiatives.
• Focus on developing and maintaining strong stakeholder relationships across the business.

Optimise Finance Business Partner processes and practices

• Strongly exhibit Rio Tinto’s value for continuous improvement and excellence, helping to optimise FBP practices that contributes to Commercial’s success.
• Work with Group through the delivery of the modern ERP to ensure fit for purpose systems, processes and reporting.
• Constantly drive to automate and streamline processes and challenge the existing ways of doing things.

About you

To be successfully considered for this role, you will have:

• Bachelor and/or professional qualification e.g., MBA, ACA, CPA.
• 10 years + significant finance and commercial experience within a global organisation.
• Experience effectively managing and influencing a diverse range of stakeholders.
• Analytical and strategic forward-thinker.
• Demonstrated leadership abilities with capacity to work autonomously.
• Expertise across a full range of standard business and finance tools (SAP, PowerPoint, Excel, PowerBI, etc.)
• Strong capability to effectively prioritise and possess excellent organisational skills

It will also be beneficial if you have:

• Experience working with Rio Tinto’s finance processes and systems (e.g., SAP and HFM).
• Procurement experience reflected in understanding of procurement practices and performance metrics, however not essential.

We are partnering with a regional private banking platform to identify an experienced Credit Advisor to support its wealth financing business, with a primary focus on Lombard Lending for HNW and UHNW clients.

Key Responsibilities

• Partner with Relationship Managers to structure and deliver wealth financing solutions
• Advise on Lombard Lending and other financing solutions for HNW/UHNW clients
• Conduct credit analysis, collateral reviews and risk assessments
• Prepare and present credit proposals for approval
• Work closely with Credit Risk, Legal, Compliance and Operations teams to execute transactions
• Perform ongoing portfolio reviews and credit monitoring
• Support business initiatives and process enhancement projects

Requirements

• Degree in Banking, Finance, Business, Accountancy or related discipline
• Minimum 8 years of Private Banking experience
• Experience in Credit Advisory, Wealth Lending or Lombard Lending
• Strong understanding of private banking credit products and lending structures
• Strong credit analysis, stakeholder management and communication skills
• Proficiency in English and Mandarin to liaise with Chinese-speaking stakeholders

Interested candidates who meet the above requirements are welcome to submit their updated CV for a confidential discussion.

Claire Ang (R22109899)

EA Licence No: 22S1193

Are you a top-performing Finance Advisor tired of cold calling and roadshows?

Stop spending your energy on prospecting and start focusing on what you do best: advising and closing. We are looking for experienced professionals to join a leading fintech platform that is redefining the industry. We provide the infrastructure and a massive audience—you provide the expertise.

The Role

This is a performance-oriented position designed for those who excel at building rapport without the hassle of manual lead generation. You will manage a high volume of inbound inquiries and guide users through a digital-first advisory process.

• Warm Pipeline: Zero cold calling. Receive 400+ high-intent, platform-generated leads every month.

• Hybrid Flexibility: Enjoy a balanced lifestyle with 3 days Work-From-Home (WFH) per week.

• Stability + Upside: Secure a full-time basic salary (up to $5.5k) plus a highly competitive commission scheme.

Key Responsibilities

• Consultative Sales: Rapidly engage with inbound inquiries to convert interest into issued policies.

• Relationship Management: Act as a professional point of contact for ongoing service and annual reviews.

• Target Achievement: Consistently meet monthly objectives by optimizing your product mix and pipeline.

Requirements

• Experience: Minimum 2 years in Life/Health Insurance or high-volume sales environments (Telesales or Call Centers).

• Licensing: Must possess M5, M9, M9A, and HI certifications. Additional certifications (BCP, PGI, M8) are highly advantageous.

• Tech-Savvy: Proficient with digital tools (Slack, Google Suite) and CRM systems.

• Mindset: Proactive, organized, and ready to thrive in a fast-paced, data-driven environment.

Ready to scale your career and income with full administrative support?

The Client is an established private wealth platform and they are expanding 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 3 years of relevant investment advisory experience

• Good communication & interpersonal skills

• Good understanding of financial markets & investment instruments

Only 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

Are you a top-performing Finance Advisor tired of cold calling and roadshows?

Stop spending your energy on prospecting and start focusing on what you do best: advising and closing. We are looking for experienced professionals to join a leading fintech platform that is redefining the industry. We provide the infrastructure and a massive audience—you provide the expertise.

The Role

This is a performance-oriented position designed for those who excel at building rapport without the hassle of manual lead generation. You will manage a high volume of inbound inquiries and guide users through a digital-first advisory process.

• Warm Pipeline: Zero cold calling. Receive 400+ high-intent, platform-generated leads every month.

• Hybrid Flexibility: Enjoy a balanced lifestyle with 3 days Work-From-Home (WFH) per week.

• Stability + Upside: Secure a full-time basic salary (up to $5.5k) plus a highly competitive commission scheme.

Key Responsibilities

• Consultative Sales: Rapidly engage with inbound inquiries to convert interest into issued policies.

• Relationship Management: Act as a professional point of contact for ongoing service and annual reviews.

• Target Achievement: Consistently meet monthly objectives by optimizing your product mix and pipeline.

Requirements

• Experience: Minimum 2 years in Life/Health Insurance or high-volume sales environments (Telesales or Call Centers).

• Licensing: Must possess M5, M9, M9A, and HI certifications. Additional certifications (BCP, PGI, M8) are highly advantageous.

• Tech-Savvy: Proficient with digital tools (Slack, Google Suite) and CRM systems.

• Mindset: Proactive, organized, and ready to thrive in a fast-paced, data-driven environment.

Ready to scale your career and income with full administrative support?

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

Banking Sector Client: Training Programme Details

- There will be a 1-2 months training programme whereby you will be required to pass a role-play & technical assessment in order to be posted to your work teams (2 attempts given)

- Minimum attendance required (95%) in order to pass the training programme.

Shift Timings

Weekends/PHs shift

Working Hours : 5 working days, 1 rest day and 1 off day per week

42.5 hours per week

Staggered shift hours : 8.5 working hours between 7 am to 10pm + 1-hour meal break in between

Rest Day and Off Day : Scheduled by Client (1 weekday + 1 weekend, non-consecutive)

Or otherwise advised by the Client

· Ensures highest standard of service delivery to our customers.

· Respond and react in a timely manner to escalate fraud / scam service request.

· Investigate transactions flagged as suspicious timely.

· Maintains confidentiality of the Bank’s customers and data.

· Identifies and resolves customer issues and enquires received via calls platforms completely, accurately within the committed turnaround time and in accordance with Contact Centre standards to ensure contact handling accuracy and operational effectiveness

· Educates the customer about the Bank’s products and services and directs them toward available resources for self-help.

·  Resolves customer enquiry, request and feedback to the satisfaction of the customer, and complete accurately the necessary documentation and subsequent solutions.

· Ensure group compliance & control standards are observed and met in the execution of customers’ transaction requests

·  Uses technology and system tools as directed and within established guidelines.

· Ensures knowledge is up-to-date by participating in individual and team trainings, meetings and reading the information posted in the Contact Centre’s knowledge management system.

·  Keeps abreast with current issues in the banking environment and competitors’ innovations.

Job Requirements

· Degree/ Diploma in any discipline.

·  Although preferred, previous experience in Call Centre, a financial services or Fraud setting is not essential. Our dedicated onsite Training team will provide you with a specifically designed training programme and support in your new role; and to enable you to develop and provide ongoing training for all team members.

· Possess a positive mindset with a “CAN-DO” attitude a and passion to deliver quality customer service.

·  Possess a pleasant voice, excellent comprehension, communication, interpersonal skills and work etiquette.

· Possess good command of written and spoken English.

· Good analytical skills; passion for working and is good in working with numbers.

· Resourceful, proactive, results-driven, attentive to details and a good team player who likes to work in a fast-paced changing environment.

· Passion for working, responsible and with good working attitude.

· Proficient in PC skills including MS Office applications.

· Ability to work on staggered/rotational shifts including weekends and Public Holidays to support 24x7 Contact Centre service operations.

· Liaising and Escalating with relevant BUs / Compliance to meet MAS Compliance and Regulatory standards.

(PDPA & MAS Notice 626)

· Gathering Evidence for Scam Report and Escalating to relevant BU for Touchpoint / Investigation /

Compensation within stipulated timeframe

· Understanding Fraud & Scam Terminology and Methodologies.

· Advisory & Prevention of Bank's Customers from Pig Slaughtering Scam, Jobs Scam, E-Commerce Scam, Phishing Link Scam (Tokenised / No chargeback right transaction, Phishing Impersonation (Government

Impersonation / Friends Scam), Investment Scam, Sex Scam, Love Scam.

· Handling Reporting Mule Accounts / Funnel Accounts.

The Client is an established private wealth platform and they are expanding 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 3 years of relevant investment advisory experience

• Good communication & interpersonal skills

• Good understanding of financial markets & investment instruments

Only 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

About Sedar Properties Group

Sedar Properties Group is a Singapore-based company driven by a singular belief: that investment returns and positive impact must go hand-in-hand. Our name, Sedar (Malay for "intentional” or “conscious”), is inspired by the resilient and timeless cedar tree, and reflects our purposeful approach to growth.

The Role: Investment Advisor

We are seeking an Investment Advisor to support our mandate for sustainable investments with a focus on the ocean. You will source, evaluate, and manage direct investments in early-stage startups (VC) and growth-stage companies (PE), as well as funds, specifically within our focus areas: ocean, built environment and logistics and supply chain.

Unlike a traditional fund, you will work directly for the CEO, helping to manage a permanent capital vehicle with a multi-decade horizon.

Key Responsibilities

1. Investment Sourcing & Execution

• Source investment leads in early-stage companies and funds in Southeast Asia aligned with Sedar Properties.
• Conduct in depth due diligence on potential investments, including the review of financial models (DCF, LBO, project finance for nature-based solutions), business plans and legal documents.
• Determine the most appropriate financial instrument and legal structure for each investment, balancing risk, return, and impact objectives.
• Prepare investment memorandums for the CEO.
• Manage relationships with co-investors, founders and GPs.

2. Operational Value Creation

• Actively support portfolio companies with fundraising, finance, business improvement, organisational management and other aspects.
• Work closely with founders to help them professionalize operations, implement financial controls, and scale sustainably, with the objective of achieving a successful exit.

3. "Blue Economy" & Ocean Focus

• Champion Sedar Properties passion for the ocean by identifying investments and opportunities that support ocean protection, restoration, decarbonisation etc, through ecosystem building and networking.
• Support partnerships with regional and global Ocean conservation organisations.

4. Regional Strategy

• Utilize your deep experience and connections in the Southeast Asia region (especially Singapore, Indonesia, Vietnam, Thailand, Philippines) to navigate local ecosystems.

Qualifications & Experience

Required:

• Education: Masters Degree (MBA, MSc Finance, Masters in Environmental Economics, or similar).
• Experience: Minimum 12-15 years combining: (1) direct investment experience in VC/PE growth in Southeast Asia, and (2) operational experience inside a start-up (founder, COO, CFO, or head of ops) managing legal, finance, or business improvement. Additional banking and consulting experience preferred.
• Technical Skills: Expert in financial modelling, due diligence, and financial instruments, as well as business strategy.
• Regional: Proven track record of working in Southeast Asia at least 5 years, with a network across multiple countries.
• Language: Basic knowledge of a regional language is a plus.
• Passion for the Ocean: Verifiable commitment – investment or operational experience in blue economy, circular economy or marine conservation.

Accident Claim Advisor

Salary: $2500 - $3500

Job duties:

• Assess and review accident-related claims to determine the appropriate compensation amount.
• Liaising with claimants, insurance providers, and other stakeholders to obtain necessary information and documentation.
• Prepare detailed cost estimates for repairs, replacement of damaged items, and any other related expenses.
• Ensuring all claim-related processes and documentation are in compliance with company policies and industry regulations.
• Provide support and advice to the claims team on technical and legal aspects of accident-related claims.
• Stay updated in industry trends, regulations, and best practices.

Requirements:

• At least 1-3 years of experience in the insurance or claims industry, preferably in a similar accident claim estimator role.
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• A thorough understanding of industry regulations, policies, and best practices related to accident claims
• Proficiency in using relevant software and systems for claim processing and documentation
• A keen eye for detail and the ability to work under pressure to meet deadlines

Working location:

Yishun

Working hours:

Monday to Friday, 9.30am to 5.30pm

Saturday, 9.30am to 12pm

For more information or interested candidates, please reach out via WhatsApp to 96303439 or gwen@lightverse.com.sg.

EA License No. : 22C0937

EA Personnel No. : R23118390 (Gwen Lim)

Job Purpose

To manage motor insurance claims efficiently by guiding claimants, coordinating with internal and external stakeholders, and ensuring optimal claims recovery and defense to minimize company losses.

Responsibilities

• Manage accident reporting and explain claims process to customers, e.g. Bus Captain, Taxi/Private Hire Vehicle Hirer, Relief driver, etc.
• Exercise good claims management to achieve KPI target for claims result.
• Being part of the team, to ensure company’s losses are recovered from third party or to defend the claims from claimants arising for road accident.
• Arrange with workshop or relevant parties to liaise with third party insurers/workshops, solicitors, passengers on behalf of SMRT Buses / Strides Premier Fleet of Vehicles.
• Coordinating and liaising with the relevant departments in SMRT Buses / Strides Premier Fleet of vehicles or its other associates and agents in the pursuit of any claim.

Qualifications & Work Experience

• Candidate must possess at least a Certificate or Diploma in General Insurance.
• Minimum with 2 years’ experience in processing Motor insurance claims.
• 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.

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

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.

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

- 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

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.

Investment Advisors (IA) are investment specialists within the front office team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers in managing client portfolios.

Responsibilities

• Provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile
• Communicate on house views to the respective marketing teams and work with product specialist for specific support and training
• Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews
• Participate in product idea generation and solutions by:

1. Keeping abreast of products in the market
2. Proposing new product ideas
3. Promoting ideas approved and endorsed by the Product Council where applicable
4. Developing, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes

• Ensure adherence to internal and external regulations and policies at all times

Requirements

• At least 10 years in financial industry in an investment advisory position
• Strong knowledge of products across asset classes
• Strong interpersonal and communications skills
• Strong analytical and strategic thinking skills
• Possess future oriented mindset, strive to innovate, and adapt to changes.
• Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments.
• Ability to thrive in a fast-paced environment and remain empathetic, passionate, and resilient.