344 Mortgage Servicing jobs in Singapore

Financial Services Specialist

Singapore, Singapore beBeeSettlement

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Job Description

Job Title: Settlement Officer

Join our team and take on a challenging role as a Settlement Officer where you will be responsible for supporting the Wealth Management Operations team in asset setup and maintenance within the Avaloq system.

About the Role:

This is an exciting opportunity to work with financial products, data management, and process accuracy. As a Settlement Officer, you will be part of a dynamic team that supports Singapore and Hong Kong business units in various asset types (Equity/Bond/Option) in the main system (Avaloq).

Mandatory Skills and Qualifications:
  • Basic understanding of financial instruments (Equities, Bonds, Options, Structured Products)
  • Experience in operations or middle office within banking or financial services
  • Strong attention to detail and accuracy in data handling
  • Good working knowledge of Microsoft Excel and Word
  • Ability to follow processes and adhere to compliance standards
  • Effective communication skills to liaise with cross-functional teams
  • Strong organizational and time management skills
Benefits:
  • Hands-on experience with Avaloq core banking system
  • Familiarity with Singapore and Hong Kong financial market practices
  • Exposure to structured products documentation (e.g., Termsheets)
  • Experience with master data setup (Business Partners, SSIs, Money Accounts)
  • Involvement in User Acceptance Testing (UAT) or process improvement initiatives
  • Knowledge of operational risk and SLA management
Responsibilities:
  • Support Singapore and Hong Kong business units on setting up and maintenance of various asset types (Example: Equity/Bond/Option) in the main system (Avaloq)
  • Enrich Structured Product lean assets against details in Termsheets and liaise with Product team on any clarifications
  • Set up and maintain Business Partners, Containers, Standard Settlements Instructions and Money Accounts to facilitate operations
  • Re-formatting and uploading of Termsheets for client documentation
  • Support new initiatives and perform UAT when required
  • Ensures full compliance to all policies and regulations. This includes adherence to SLAs (Service Level Agreement) with Wealth Business and other internal and external customers
  • On-time escalation of issues and risks to the Team leader or to the Department Head
  • Performs other duties that may be assigned from time to time

We are looking for candidates who are highly organized, have excellent communication skills, and a strong attention to detail. If you are interested in this career opportunity, please send in your updated resume to apply at the earliest.

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Financial Services Professional

Singapore, Singapore beBeeFinance

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Job Title: Financial Services Professional

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Job Description:

We are seeking a skilled and experienced professional to join our team as a Financial Services Specialist. As a key member of our operations, you will be responsible for facilitating loan applications, collaborating with business partners, and leveraging external resources for referrals.

In this role, you will assess loan applicant eligibility and creditworthiness before proceeding with approvals. You will also process transactions such as loan drawdowns, rollovers, rate fixings, billings, repayments, and fee collections efficiently.

You will provide support for remittance and deposit placement activities, conduct Anti-Money Laundering (AML) screenings, and manage pre and post-transaction handling. Additionally, you will respond promptly and accurately to queries from internal and external stakeholders.

Accurate and comprehensive records of all loan files will be maintained by you, and you will perform daily reconciliations, audit confirmations, and compile management and regulatory reports.

Requirements:

  • Degree in Business, Finance, or a related field.
  • Minimum 2 years experience in Loan Operations or Credit Administration.
  • Solid understanding of financial regulations, industry guidelines, and best practices.
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Financial Services Professional

Singapore, Singapore beBeeInvestment

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Job Description

Investment Executive Opportunity


Job Summary:

A professional investment executive is required to facilitate transactions and provide expert guidance on investment opportunities to clients. This role involves delivering exceptional customer service, leveraging market trends, and maintaining a high level of professionalism and integrity.


Roles & Responsibilities:

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Financial Services Representative

Singapore, Singapore beBeeAccountManagement

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Customer Service Representative

Job Overview:

As a Customer Service Representative, you will play a vital role in building and maintaining strong relationships with customers through excellent service and addressing inquiries regarding financial products and services.

Key Responsibilities:

  • Establish and maintain rapport with customers to ensure their needs are met and exceeded.
  • Stay up-to-date on the bank's offerings, effectively communicating product features and benefits to customers.
  • Achieve sales targets by identifying opportunities for revenue generation and actively pursuing them.
  • Assist customers in completing necessary documentation for various financial transactions, ensuring accuracy and compliance with regulations.
  • Collaborate with team members to enhance overall performance, resolve customer issues, and stay informed about market trends.

Required Skills and Qualifications:

  • 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 ability to work in a target-driven environment.

Benefits:

The ideal candidate will be a team player with excellent communication skills and a passion for delivering exceptional customer experiences.

Other Requirements:

Applicants should have a proven track record of meeting or exceeding sales targets and possess a high level of professionalism and integrity.

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Financial Services Professional

Singapore, Singapore beBeeMortgage

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Mortgage Loan Specialist

We are seeking a driven and ambitious individual to fill this Mortgage Loan Specialist role. This is an excellent opportunity for someone with a passion for finance and exceptional customer service skills.

The ideal candidate will have at least 2 years of work experience in sales (any industry) and be proficient in both written and spoken English. They will also be able to learn and excel in a fast-paced environment, have strong drive to surpass and succeed, and be self-disciplined and able to work under stress.

Key Responsibilities:
  • Achieve monthly sales targets set by management
  • Convert leads from various sources into sales on a daily basis
  • Follow up efficiently on all cases to maximize closures
  • Provide accurate & unbiased mortgage advice to clients
  • Deliver outstanding customer service
  • BUILD strong relationships with business partners
About Our Organization:

We are one of the leading brokerage firms in Singapore, we pride ourselves in setting an industry standard where integrity and ethics take precedence. Having a transparent and cohesive working culture lays out an important foundation to forge long term relationships. With equal opportunity for progression, every employee will be empowered in a safe working environment.

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Financial Services Professional

Singapore, Singapore beBeeWealth

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Job Opportunity:

We are seeking a dynamic and results-driven professional to fill the position of Wealth Manager.

About the Role:

  • Develop and execute strategic plans to expand our client base and strengthen existing relationships.
  • Build long-term partnerships with key clients by understanding their needs and delivering customized solutions.
  • Analyse sales data and market trends to identify new opportunities and improve business processes.
  • Contribute to the development of sales policies, procedures, and training programs to drive growth and improvement.

Requirements:

  • Local Diploma, Bachelor's, or Master's degree
  • Age 21 years old and above
  • Strong communication and presentation skills
  • Self-driven, dedicated, and motivated individual
  • No prior experience necessary
  • Open to Singaporeans and Singapore Permanent Residents only

What We Offer:

  • Competitive basic pay with commission bonus
  • Ongoing mentorship and career coaching
  • Rapid career progression and leadership opportunities
  • Monthly rewards and recognition program
  • Incentive overseas trips for team members
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Financial Services Coordinator

Singapore, Singapore beBeeAdmin

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Job Title: Financial Services Coordinator

We are seeking a highly organized and detail-oriented individual to join our team as a Financial Services Coordinator. This is a full-time position that requires excellent communication skills, the ability to multitask, and a strong understanding of financial procedures.

Responsibilities:

  • Process loan applications from start to finish, ensuring all necessary information and documents are collected and submitted to banks and financial institutions in a timely manner.

  • Conduct credit searches on customers, gather all required documents, and submit them for loan approval.

  • Arrange meetings with customers to sign loan agreements and collect signed documents.

  • Plan and execute administrative procedures throughout the entire loan process until disbursement.

  • Perform other administrative duties as assigned.

Requirements:

  • Proficient in English language.

  • Excellent MS Excel and Word skills.

  • Able to multitask and prioritize tasks effectively.

  • Meticulous and detail-oriented.

Working Details:

This is a 5-day per week position, working Monday to Friday, from 9am to 6pm.

Tell Employers What Skills You Have:

  • Microsoft PowerPoint

  • Microsoft Office

  • Interpersonal Skills

  • Invoicing

  • Administration

  • Data Entry

  • Office Administration

  • Administrative Support

  • Excel

  • Team Player

  • Able To Work Independently

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Financial Services Professional

Singapore, Singapore beBeeInvestment

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Job Description

Investment Opportunities

We are seeking a talented individual to join our investment team as an Investment Intern . This role provides a unique opportunity to gain hands-on experience in the investment industry and contribute to the success of our organization.


About the Role

The Investment Intern will assist our Private Investment Team members in identifying, evaluating, selecting, and monitoring investments. This will involve conducting research on managers and direct investments, participating in meetings with leading investment managers, and maintaining investment databases.


Responsibilities

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Financial Services Professional

Singapore, Singapore beBeeCustomerOriented

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Delivering exceptional customer service is at the forefront of this role.

Key responsibilities include managing walk-in customers and processing transactions in a timely and efficient manner.

Another key aspect is to foster strong relationships with clients, identifying opportunities to introduce them to our extensive range of products and services.

The ideal candidate will possess excellent communication skills, be able to work effectively in high-pressure environments and have a genuine passion for providing outstanding service.

Additionally, the individual must ensure adherence to all regulatory requirements, actively contributing to team efforts and maintaining a commitment to excellence in everything they do.

For success in this position, it is essential to have:

  • Strong interpersonal skills
  • Ability to multitask efficiently
  • Able to work in fast-paced environments
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Financial Services Promoter

Singapore, Singapore beBeefinancial

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Job Title:

We are seeking a Financial Services Promoter to join our team.

As a Financial Services Promoter, you will support the sales and marketing team in promoting financial services, products, or solutions to clients. You will contribute to the development and execution of sales and marketing strategies.

Main Responsibilities:

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