Total 979 finance banking insurance job vacancies in Business Management / Project / Planning category in The United States of America

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.

EA License No. 01C4394 • RCB No. 200007268E • Lim Jia Jie EA Registration No. R22108969

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Employment Type: 1 year contract (renewable subject to performance)

Working Location: Changi Business Park or Marina Bay Financial Centre

Salary up to S$6,200

Job Overview:

• Oversee the Core Banking projects portfolio, ensuring roadmap tracking, alignment with other units, and standardization of project management practices per guidelines.

Key Accountabilities:

• Maintain an up-to-date core banking roadmap aligned with project-level planning, budgeting, and other units' plans.
• Monitor portfolio progress across schedule, cost, quality, and benefit realization.
• Standardize project management practices across the platform.
• Provide tools, templates, and training for Core Banking delivery leads.

Responsibilities:

• Facilitate platform and program-level meetings to develop plans and prioritize initiatives.
• Support Programme Directors, Project Managers, and Scrum Masters as needed.
• Coordinate project teams, ensuring effective timing and interdependency management.
• Consolidate and update program plans, roadmaps, schedules, issues, risks, and progress indicators for PMO Dashboards.
• Track and manage risks, dependencies, and metrics across initiatives.
• Maintain and promote project management tools, templates, and guidelines to ensure compliance with policies.

Requirements:

• Degree in Engineering, Information Technology, or a related field.
• Minimum 5 years of relevant experience in project management, PMO, or similar roles.
• Proven experience in PMO with software delivery background (as PM or Scrum Master).
• Strong documentation, collaboration, analytical, and communication skills.
• Proficient in Microsoft Office (Excel and PowerPoint) and JIRA/Confluence.
• Bonus: Experience in data analysis and building automation scripts for project management.

Brandon Lim | EA Registration No: R21102894

EPS Consultants Pte Ltd| 95C5630

(SME Financing Industry)

• Working Days: 5 Days working (Monday to Friday)
• Working Timing: 9:00 am to 6:00 pm
• Working Location: 67 Ubi Road, Oxley Bizhub, Singapore 408730
• Starting Salary: Basic $2,400 to $2,900 + Attractive Commission (No exp $2400)

Job Requirements:

• Minimum education level: Nitec /Diploma
• Certification/working experience in finance/banking field would be an advantage
• Candidates with no relevant experience who plan to venture into Banking/ Financial Services are welcome to apply.

Main Duties & Responsibilities:

• Expand and develop new relationships with Business Owners (Cold Calling is required)
• Fix appointments and meet up with Business Owners
• Perform KYC checks and build a strong understanding of business, financial and keyman profiles
• Assess & analyze company’s financial strengths, challenges and growths
• Propose optimum financing solutions for Business Owners

Reasons to Join Us!

• Training provided with direct coaching and guidance from Management Team
• Attractive salary and commission scheme
• Basic from $2,400 with high commissions
• Performing consultants can earn 5 figures a month!
• Additional quarterly & campaign incentives on top of commissions!
• 5-day work week, enjoy work-life balance and vibrant environment
• Frequent team bonding sessions & celebrations!

Quah Siying (Jeslyn) R1982418

The Supreme HR Advisory Pte Ltd 14C7279

about the company
our client is a leading international financial institution.

about the job

• sourcing, selection and managing of vendors
• act as the point of contact for all liaisons between vendors and internal stakeholders
• facilitate vendor risk assessment

skills and experience required

• prior experience in banking/financial institutes handling procurement, outsourcing and vendor management

To apply online please use the 'apply' function.
(EA: 94C3609/ R1985244)

[Order Number: 740292]

Responsibilities

• Underwrite commercial and industrial risks following company guidelines and treaty terms.
• Support the Head of Department in contributing to the annual underwriting strategy to achieve premium and profitability targets.
• Recommend actions for risks exceeding personal authorization and handle client/agent visitations.
• Develop and maintain strong relationships with agents/clients to drive business growth.
• Analyze agent premium portfolios and gather market insights to gain a competitive edge.
• Prepare client/agent quotations and provide customer service on policy conditions and premium rates.
• Assist in daily policy issuance, renewal reviews, premium collection, and managing the workflow of Marketing Assistants.

Requirements

• At least 4 years of business support experience within the General Insurance field
• Expertise in underwriting and client servicing within the relevant field
• Possess minimally Certificate in General Insurance (CGI) and ideally other general insurance certifications
• Excellent interpersonal and communication skills

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.

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EA Personnel Name: Yap Zia Xin

EA Personnel Reg. No.: R22109263

EA Licence No.: 07C5771

Position Purpose

1. To beef up the supply chain financing solutions team with Business Analyst to work on projects and application support of Connexis Supply Chain (Front Office & Back Office Application) global releases.

2. To work with Product Managers and Operation users from all the regions (APAC/EMEA/NAR/India/Indonesia) on the requirements gathering, impact analysis and functional specifications for the enhancements and issues reported in production. CSC Business Analyst is also responsible to define the test scope of SIT, UAT, and NRT and validating test outcomes with the users and testers.

Responsibilities:

Direct Responsibilities

1. To ensure the business/operational objectives of the new business requirements are well defined via:

2. Performing systematic business analysis,

3. Validating business requirements to align with business/operations needs as well as IT architecture and security standards.

4. Designing functional solutions & user workflows and documenting Functional Specifications.

5. To walkthrough requirement and proposed solutions to all stakeholders and get them reviewed and signoff.

6. To develop SIT/UAT/NRT scope and approach. To guide the Testing team in writing test scenarios/cases and review to get signoff from stakeholders. To rationalize test cases when needed to match with available resources and target timeline.

7. To validate SIT test results produced by the testing team to signoff.

8. To assist users in planning/executing UAT, analyzing defects, and defining defects priority for fix delivery by the development team.

9. Work closely with business teams to prepare and verify solution documents for Doc Trade based on the functional specifications.

10. Documenting/reviewing user manuals and release notes as required

11. Assist in providing tactical/strategic solutions for new client requirements

12. Assist in the conversion/migration exercise where necessary

13. For production defects, perform functional analysis and propose solutions.

14. Ensure Bank compliance policies and CIB ITO APAC standards/practices are strictly followed.

Contributing Responsibilities

To participate in technical design reviews and contribute to improving the overall solution offered.

Technical & Behavioural Competencies

1. Strong functional & business analysis skills with the ability to communicate and bridge between business/operations & IT.

2. Good functional experience in Supply chain/Trade/Electronic invoicing applications. x Good team player with great commitment and attitude.

3. Good communication and coordination skills among multiple teams that are cross-cultural and cross country.

4. Ability to work independently.

5. Familiar with standard formats such as XML, SWIFT, EDIFACT, ISO20022 & data transformations.

6. IT Design and development exposure is a definite plus.

7. Fluency with reading/speaking in Mandarin/Cantonese language is added advantage to liaise with North Asia stakeholders.

Specific Qualifications (if required)

Graduate degree in IT/Computer Science or equivalent

Minimum 6 years of experience in Corporate Banking environment with last 3-4 years as Trade Finance or supply chain Finance IT Business Analyst.

Our team is responsible for the implementation of the Avaloq Crypto Assets Platform.

You will be surrounded by smart, highly capable people who are passionate to build the next generation of innovative applications to address the upcoming challenges of the Crypto and Blockchain industry.

We are looking for passionate Business Analyst for Digital Assets in Banking to join our team and bring these innovative designs live.

Your key tasks 

• Work as part of an agile development team in line with the product roadmap
• Design and implement Back-End Services
• Improve code quality via Unit and Integration tests
• Follow and promote best coding practices within the team
• Perform code reviews and coach junior team members
• Take ownership and responsibility for his area of expertise
• Guide, coach and train the team to excel
• Establishing coding and design patterns within the team
• Align and exchange with architects to understand architectural strategy, policies and pattern

Role and Responsibilities:

• Analyze and propose solutions for new requirements with stakeholders.
• Lead functional solution design with business and IT teams.
• Define solutions and create implementation roadmaps with technical teams.
• Collaborate with external and internal parties to gather information and deliver functional specifications, use cases, and interface designs.
• Organize and run steering/project committees.
• Identify project risks and track issues.
• Plan migration strategies and manage change activities.
• Oversee and contribute to User Acceptance Tests (UAT).
• Manage decision-making for solution design, architecture, and approvals (IT risk, security, budget).
• Ensure project governance and serve as a liaison between business, technology, and support teams.
• Maintain strong relationships with business sponsors and stakeholders.

Ideal candidate:

• 5+ years of experience in the banking industry as a Project Manager or Business Analyst.
• Expertise in Intellimatch (Reconciliation system).
• Excellent communication skills in English (written and oral).
• Proficiency with PowerPoint, Excel, Word, and Visio.
• Familiarity with project management and support tools (JIRA, ServiceNow, PPM tools).

Employment Type: 1 year contract (renewable subject to performance)

Location: Changi Business Park
Salary: Up to S$6,200

Job Overview:

• We are seeking a motivated and proactive Project Manager to manage mid-sized projects and assist in tracking our Core Banking portfolio. The ideal candidate will have some experience in project management and will be responsible for monitoring and reporting on project performance through effective data analysis and visualisation.

Key Responsibilities

• Project Management: Lead and manage mid-sized projects from initiation to completion, ensuring timely delivery and effective stakeholder communication.
• Portfolio Tracking: Assist with tracking and reporting for the Core Banking portfolio, including managing dashboards, project KPIs, and key milestones.
• Data Scripting & Automation: Write simple scripts (e.g., in Python or Excel VBA) to automate tasks such as data extraction, enrichment, and visualisation from JIRA.
  
  - Example tasks include: Extracting lists of JIRA STORIES into Excel and writing VBA scripts to pull related data (e.g., number of defects, test cases linked to each story).
  - Tracking changes in defect status (e.g., from IN PROGRESS to READY FOR UAT) using JIRA APIs and automating reports.
  
• Data Analysis & Visualisation: Use Excel Power Query, Power BI, or other analytical tools to clean, analyse, and visualise project data, such as burn-down charts, cumulative charts, and other project performance indicators.
  - Utilize tools like Easy BI for project parameter analysis.

Requirements:

• Bachelor’s degree in Business Administration, Information Technology, Engineering, or a related field.
• Minimum of 2-3 years of experience in project management or a related delivery role.
• Experience in managing mid-sized projects or being part of a project team is essential.
• Proficiency in Excel VBA and Python for automation, data extraction, and enrichment.
• Experience with JIRA and its APIs for project data manipulation.
• Data analysis with Power Query or Power BI for reporting and dashboards.
• Understanding of data visualisation (e.g., burn-down, cumulative charts).
• Strong organisational and tracking abilities for multiple projects.
• Familiarity with project management methodologies and best practices.
• Knowledge of Easy BI or similar business intelligence tools.

Brandon Lim | EA Registration No: R21102894

EPS Consultants Pte Ltd| 95C5630

Business Administrator with Finance

Basingstoke

Salary: Up to £35,000 (dependent on experience

Job Type: Full-Time, Permanent - OFFICE BASED

We are recruiting for a highly organised and detail-oriented Business Administrator to join a dynamic team in Basingstoke. This is a fantastic opportunity for someone who enjoys a varied role, combining office administration, finance duties, and health & safety management. If you're looking for a busy and rewarding role where you can take ownership, this could be ideal for you.

This is a stable, long-term opportunity within a supportive company, perfect for someone looking to take ownership of a varied role. While there may be limited progression, this position offers stability and a wide range of responsibilities to keep you engaged.

Key Responsibilities:

• Manage office calendars, handle incoming calls and daily post, and maintain the reception area.
• Monitor and respond to emails, ensuring all queries are handled promptly.
• Administer parking arrangements for staff and visitors, and ensure the office
• Oversee Health and Safety compliance, ensuring the office adheres to regulations.
• Process invoices, chase payments, and manage petty cash.
• Update and maintain the monthly returns spreadsheet, recording invoices and credit card transactions.
• Book travel and accommodation when required.
• Manage timesheets and track hours worked.
• Maintain and archive client records, ensuring compliance with data retention policies.
• Produce and issue client billing reports using Iris accounting software.
• Handle visitor sign-ins, ensuring compliance with company policies.

What We're Looking For:

• Proven experience in office administration & finance tasks
• Strong attention to detail with excellent organisational skills.
• Proficiency in Microsoft Office, particularly Excel; experience with accounting software is a plus!
• A team player with excellent communication skills and the ability to manage multiple tasks.

Apply Now:

If you're ready to bring your administrative, finance, and Health & Safety expertise to a role you can truly make your own, apply today! We look forward to hearing from you.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Company Overview: Join Lotusia Group of Companies and become part of a premier team specializing in management consultancy, company formation, accounting, taxation, and compliance. We empower businesses with expert solutions tailored to optimize their global operations across key markets such as Singapore, Hong Kong, Dubai, and the United States. Our seasoned professionals excel at navigating the complexities of international business setups, ensuring seamless, compliant, and efficient growth.

We are looking for a proactive and driven Business Development Executive to support our expansion in the insurance and consulting services sectors. This role is ideal for a results-oriented professional who excels in client engagement, sales, and cross-promoting consulting services to high-net-worth clients. As part of our team, you will have the opportunity to drive business growth and earn additional income through promoting our diverse range of consultancy services.

Why Join Us?

• Competitive Remuneration
• Global Exposure
• Collaborative Environment
• Career Development Opportunity

Key Responsibilities:

• Client Acquisition: Identify, engage, and acquire high-net-worth clients, offering tailored insurance solutions that meet their specific needs.
• Sales & Cross-Selling: Promote our insurance services and actively cross-sell Lotusia’s consultancy offerings, including company formation, accounting, taxation, and compliance, to maximize client value and company revenue.
• Team Support: Collaborate with the insurance team, participating in training sessions and supporting collective sales goals through individual performance.
• Client Relationship Management: Build and maintain strong, long-term relationships with clients, ensuring exceptional service delivery and exploring opportunities for upselling additional services.
• Networking: Attend industry events, forums, and networking sessions to connect with potential clients and promote the company’s brand.
• Sales Planning: Contribute to the development of sales strategies and plans, aligning efforts with company goals and market demands.
• Performance Tracking: Monitor personal sales performance against targets, actively seeking feedback and development opportunities to improve skills and results.

Requirements:

• Insurance License: Must possess a valid insurance license.
• Educational Background: Bachelor’s degree or above in Accounting, Finance, Business, or related fields.
• Communication Skills: Possess excellent written and verbal communication skills, with an outgoing personality and the ability to engage effectively with high-net-worth clients.
• Analytical Skills: Strong information collection, analysis, and business planning skills to drive strategic decisions.
• Personal Traits: Decent, honest, careful, and conscientious, with a commitment to maintaining the highest standards of integrity and professionalism.
• Proactive & Target-Driven: Highly motivated with a results-oriented mindset and a desire to drive business growth through innovative strategies.
• Earning Potential: Open to earning additional income by promoting our full range of consulting services to insurance clients.

How to Apply: If you are a motivated leader ready to make a significant impact in both the insurance and consultancy fields, please send your resume to recruitment@lotusia.com.sg

Employment Type: 1 year contract (renewable subject to performance)

Working Location: Changi Business Park or Marina Bay Financial Centre

Salary up to S$6,200

Job Overview:

• Oversee the Core Banking projects portfolio, ensuring roadmap tracking, alignment with other units, and standardization of project management practices per guidelines.

Key Accountabilities:

• Maintain an up-to-date core banking roadmap aligned with project-level planning, budgeting, and other units' plans.
• Monitor portfolio progress across schedule, cost, quality, and benefit realization.
• Standardize project management practices across the platform.
• Provide tools, templates, and training for Core Banking delivery leads.

Responsibilities:

• Facilitate platform and program-level meetings to develop plans and prioritize initiatives.
• Support Programme Directors, Project Managers, and Scrum Masters as needed.
• Coordinate project teams, ensuring effective timing and interdependency management.
• Consolidate and update program plans, roadmaps, schedules, issues, risks, and progress indicators for PMO Dashboards.
• Track and manage risks, dependencies, and metrics across initiatives.
• Maintain and promote project management tools, templates, and guidelines to ensure compliance with policies.

Requirements:

• Degree in Engineering, Information Technology, or a related field.
• Minimum 5 years of relevant experience in project management, PMO, or similar roles.
• Proven experience in PMO with software delivery background (as PM or Scrum Master).
• Strong documentation, collaboration, analytical, and communication skills.
• Proficient in Microsoft Office (Excel and PowerPoint) and JIRA/Confluence.
• Bonus: Experience in data analysis and building automation scripts for project management.

Brandon Lim | EA Registration No: R21102894

EPS Consultants Pte Ltd| 95C5630

Our Client:

Our client is one of the top Japanese companies. They are currently looking for a Business Planning Manager, Finance & Accounting to join their Singapore team.

The Responsibilities:

• Head the management accounting and finance operations
• Oversee the day-to-day financial operations of the company, ensuring efficiency and accuracy
• Ensure timely and accurate management reporting and presentation to Japanese native internal stakeholders and clients
• Ensure compliance with Singapore Financial Reporting Standards (SFRS), tax regulations, and other relevant financial regulations
• Lead and mentor a high-performing finance team
• Review and develop improvement plans and strategy

The Requirements:

• Degree in Accounting or a relevant degree with at least 5 years of accounting/ finance experience
• Experience in financial analysis or experience in a managerial role is preferred
• Proficiency in Japanese language to smoothly and effectively communicate and present to Japanese Native Stakeholders and Customers
• Positive working attitude with ability to work with deadlines

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Disclaimer: The Company complies with the Tripartite Guidelines on Fair Employment Practices (TGFEP), including the prevailing guidelines on recruitment. All qualified applicants will be considered for the position regardless of their age, race, religion, nationality, marital status, or family responsibilities. A more detailed discussion of the TGFEP is available on the Tripartite Alliance for Fair and Progressive Employment Practices (TAFEP) website at https://www.tal.sg/tafep.

JO Reference: 11200

Responsibilities

• Identify and propose new systems and improvements.
• Participate in initiatives for Business Process Improvement & Re-engineering.
• Conduct research on available information systems solutions and industry best practices.
• Develop and articulate functional requirements.
• Collaborate closely with Technical Analysts and Developers to devise technical solutions.
• Partner with Developers or third-party collaborators to implement solutions.
• Prepare project documentation and oversee solution delivery.
• Coordinate user acceptance tests, user training, and pre- and post-implementation activities.
• Regularly update project stakeholders on progress and status.
• Evaluate and report Return on Investment (ROI).
• Provide support for information systems as needed.

Qualifications

• 1-4 years working experience in IT, with at least 2 years as Business Analysis with Finance knowledge.
• Demonstrates proficiency in systems analysis and solution design.
• Familiarity with JIRA or similar project management tools.
• Highly organized with the ability to manage multiple projects or tasks.
• Self-directed, resourceful, analytical, and adept at problem-solving.
• Exhibits strong initiative and collaborates well within a team.
• Effective communication skills, both verbal and written.
• Exceptional in producing written documentation.