Magellan & Co. seeks to transform the lives of our clients through quality financial advice to life’s unexpected crises in the foreseeable future. We offer real solutions to manage risk so our clients can enjoy a peace of mind.

Transform Yourself By Transforming Lives

Job Scope:

• Provide financial planning and investment advice to clients to achieve their financial goals.
• Take primary responsibility for all aspects of a client relationship, working closely to fully understand their financial situation and requirements.
• Collaborate with tax, legal and mortgage professionals to develop a client’s entire financial roadmap and ensure progress in achieving those goals.
• Execute sound financial needs analysis and recommendations.
• Continue professional development with classes, workshops, webinars, publications, networks, and associations in order to remain up to date with the fundamentals of financial planning, risk management, and investment management.
• Review client accounts regularly to determine if adjustments are needed because of personal or financial changes.
• Be a team-player in the agency

Benefits:

Embark on an opportunity where you are the captain of your own career. Not only do you get to ignite the entrepreneurial spirit in you, where you can decide on your potential income and career path, you also get to enjoy work-life balance since you manage your own time. Be the master of your fate, be the captain of your soul.

Requirements:

• At least 21 years old [The minimum age of 21 years old is a regulatory requirement by the Monetary Authority of Singapore (MAS)]
• Singaporean / Permanent Resident
• Candidate must possess at least a GCE "A" level, Local Polytechnic Diploma or Degree
• Candidates without experience / entry level candidates or mid-career switchers are welcome

Thank you for applying.

The position will report directly to Head of Finance & Admin.

Responsibilities:

• Handle closing of accounts and prepare full set of accounts within tight deadline
• Perform data entry of Purchasing Invoices, Receipts, Payments and Journal Entries in Dynamics 365 Business Central system
• Raise payment vouchers and journal vouchers for various disbursements for approval
• Handle travelling claims and billing issues
• Monthly monitoring of cashflows
• Perform bank reconciliation of all bank accounts for the companies
• Maintain Fixed Asset Register and ensure that the sub-ledger tie to the general ledger
• Raise debit/credit note to related parties for payments on their behalf
• Prepare and submit Quarterly GST, WHT
• Review proper transaction journals for closing of other entities within the group
• Assist and prepare relevant supporting for internal and external auditor
• Prepare annual budget report in Dynamics 365 Business Central system
• Liaise with external parties such as vendors, landlord, banks, auditor and relevant statutory/ regulatory authorities
• Handle compliance matters with MAS such as quarterly filing, assist in representative license application, response to MAS Queries and Surveys
• Assist in ad-hoc admin tasks
• Provide support in any other matters that the Management and the department/division head requires including ad-hoc projects etc.

Requirements:

• Diploma in Accountancy or equivalent
• Minimum 3 years of full set of accounts experience
• Proficiency in MS Excel and Dynamics 365 Business Central knowledge will be advantageous
• Able to work independently and as a team

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

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Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!

As a Financial Consultant, you will play a pivotal role in our team, focusing on delivering essential financial security products to our clients. Your expertise will guide clients through their financial journeys, ensuring they have the protection and support they need for a secure future.

Key Responsibilities:

1. Market Development: Identify and cultivate new markets for financial security products.
   Assess market potential and develop strategies to effectively target specific segments.
   
2. Prospecting: Identify and profile potential clients, and qualifying prospects to generate interest in our insurance offerings.
   
3. Needs Analysis: Gather comprehensive financial information from prospects.
   Analyze data to design customized financial plans tailored to client needs.
   
4. Selling & Closing: Present and articulate financial proposals effectively, addressing client inquiries.
   Secure client commitments to purchase through persuasive and consultative selling techniques.
   
5. Policy Service & Administration: Manage the application process to ensure timely completion.
   Facilitate the delivery of policies to clients while maintaining accurate and organized records of client data.
   
6. Maintaining Technical Knowledge: Uphold a high level of expertise in our products and the technical aspects of the financial services industry.
   Stay current with industry developments and changes to provide informed guidance to clients.
   
7. Self-Management: Structure activities for maximum effectiveness and coordination.
   Achieve the necessary skills and competencies for progression into a managerial role.
   

Qualifications:

• Diploma and above or a related field (preferred).
• Previous experience in financial consulting, sales, or a related area is an asset.
• Strong analytical skills with the ability to interpret financial data.
• Excellent communication and interpersonal skills.
• Self-motivated and results-oriented with a desire to achieve and exceed targets.

What We Offer:

• Competitive compensation and commission structure.
• Comprehensive training and ongoing professional development.
• A supportive and dynamic team environment.
• Opportunities for career advancement within the company.

How to Apply:
If you are passionate about helping clients achieve financial security and are looking for a rewarding career with growth potential, we want to hear from you! Please submit your resume and a cover letter outlining your qualifications and interest in the position to [email protected]

Responsibilities:

• Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
• Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
• Acquire new businesses while maintaining current account portfolio
• Tactful negotiations of contract with prospects
• Process documentations and keeping proper records.
• Planning for personal and corporate clients on risk and wealth management, succession and estate planning.

Requirements:

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Holds a Diploma/Degree qualification
• Prior working experience in sales is seen as an advantage
• Goal oriented, self-driven and pro-active in character
• Strong communication and interpersonal skills

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!

Job Responsibilities

• To advise, market and educate on managed investment (Unit Trusts and Alternative Investment) strategies. The Fund advisor must have strong investment advisory skills to handhold clients through difficult situations and to identify and recommend portfolio solutions
• To have deep expertise of managed investment (Unit Trusts and Alternative Investment) strategies and support Senior Client Advisors in their sales pitches and client portfolio reviews.
• To be effectively bilingual in Mandarin and English and have the ability service a wide range of clients across Asia, with an emphasis on North Asia.
• To be a strong and energetic communicator, making presentations to engage internal stakeholders and to external clients. Must be comfortable presenting to in person, in public speaking and on various online media platforms
• Collaborates with Senior Client Advisors to create customized proposals and quality solutions aligned with client’s goals and objectives
• To be current and aware of the latest industry developments and regulatory trends
• Must be a team player and expect to work closely with the Managed Product Solutions team

Job Requirement

• An ideal candidate would have 7 - 10 years experience in the asset or wealth management industry,
• Possess CACs 1 & 2
• a CFA Charterholder or a relevant business degree.
• Good command of English
• Proficient in spoken Mandarin as this person would need to explain product offering concepts to clients from Greater China.

Responsibilities

• Study vehicle repair history and ensure Workshop Manager and Senior Motor Claim Advisor are informed of any unusual or repeated complaint.
• Write out, in-accordance with the individual vehicle diagnosis, individual work orders with the job item numbers, job specification and flat rate specifications.
• Confirm with customer that our records of their personal particulars are correct. Update history file and GDMS if there is a change.
• Conduct Vehicle Reception Check with reception checklist in the presence of customer for all cars brought in for body and paintwork repairs.
• Advise customers of the best method to pursue their insurance claims from a few insurance claims option available.
• Negotiate with surveyor / insurance companies to get the best labour charge.
• Prepare accurate accident repair estimate and provide supplementary estimate necessary.
• Advise estimated repair cost for work to be done, ask for authorization budget on additional job.
• Communicate with workshop foreman on the repair status, observe promised deadline. Conduct final check on vehicle cleanliness, verify job completion after end control.
• Inform customer that the vehicle is ready for collection, the repair cost and collection time.
• Decide appropriate goodwill decision for request that falls under the normal frame work.
• Personalise vehicle delivery after repair to the customer including explaining the repair invoice to customer; inform the customer of any outstanding matter, for instance jobs required to be done on next visit or parts on order if any.
• Maintain the Body and Paint reception area neat and tidy.

Requirements

• Diploma in Mechanical Engineering, Automotive Engineering or Business Administration
• At least 3-5 years of working experience as Motor Claims Advisor
• Experience in motor trade in Body and Paint department
• Working Hours : Mon to Fri 8.00am - 5.30pm, Alt Sat 8.00am - 11.00am
• Salary range : $3000 - $3500 + Allowance $350
• Job Reference: L59XR3R5

All Successful candidates can expect a very competitive remuneration package and a comprehensive range of benefits.

Kindly email your resume in a detailed Word format

We regret that only shortlisted candidates will be notified

People Profilers Pte Ltd

Tel: 6950 9754

EA Registration Number: R22110899

EA License number: 02C4944

EA Personnel: Celeste Wong Xin Yann

We are looking for a Service Advisor to provide excellent customer service, diagnose vehicle issues accurately, and recommend appropriate repairs for optimal customer satisfaction.

Why Join Us?

• Draw a basic salary + attractive commissions with every upselling case * conditions apply
• Room for self-development and career progression as a growing workshop with an existing small team of Advisors
• Opportunity for internal promotion for employees with good performance
• Various company-sponsored external trainings to attend, given the current fast-changing automotive industry
• Commissions, AWS and bonus payout (bonuses subject to company and individual performance)
• Birthday and CNY leave entitlements on top of the mandated Annual Leave
• An engaging and nurturing working environment with on-the-job training by the Deputy General Manager and experienced seniors

Job Objectives:

• Attend to all requests from customers for modification, repair and maintenance jobs
• Make professional and appropriate repair recommendations to customers on necessary jobs
• Follow up with customers if necessary for additional issues

Core Responsibilities:

• Administer all documentation pertaining to costing, repair quotation and vehicle history files
• Assist customers in checking-in and out of their vehicles from the workshop
• Attend to phone calls, emails and drive-ins to address any customer concern
• Able to perform troubleshooting of basic faults and problems of vehicles
• Conduct transactions with system; walk customer through correction(s) and provide summary
• Communicate estimated completion time, regular updates and follow through on each customer vehicle
• Follow-up and ensure overall customer satisfaction with the work performed
• Effectively handle multiple priorities, organise workload, meet deadlines and perform detailed daily record keeping and reporting
• Recommend suitable packages and/or add-ons for customers
• Any other ad hoc duties assigned

Job Requirements:

• Minimum NITEC in a related course of study with at least 2 years of relevant experience in the automotive field
• Diploma Holders in a related course of study will be at an advantage
• Computer literate and proficient in Microsoft Office, particularly MS Excel
• Ability to communicate effectively
• Strong attention to detail, organisational and time management skills
• Ability to identify and effectively solve problems
• Ability to learn new tasks and skills quickly
• Flexible, friendly, helpful nature & team player

• Competitive Remuneration Package
• Good Career Exposure and Growth
• Convenient Traveling Location

As a Medical Advisor, you will be responsible for the following duties:

• Scientific Communication: Convey complex scientific information to healthcare professionals and internal teams in a clear and unbiased manner. This includes delivering presentations, answering inquiries, and sharing the latest research findings.
• Building Relationships: Establish and maintain strong relationships with key external expert, healthcare practitioners, and researchers to gather insights and facilitate the exchange of information.
• Supporting Clinical Development: Contribute to the design and execution of clinical trials, provide insights into study protocols, and help in the interpretation of clinical data.
• Medical Education: Provide training and education to both internal teams (e.g., sales and marketing) and external stakeholders (e.g., healthcare professionals) about the company’s products and relevant therapeutic areas.
• Strategic Input: Offer strategic input on product development, market access, and medical affairs strategies, ensuring that the company's approach is scientifically sound and aligned with regulatory requirements.

To apply, simply click on the ‘’apply’’ button in the job advertisement or alternatively, you can send in your resume via email
Email Address: [email protected]

We regret to inform you that only shortlisted candidates will be notified.

ALLIED SEARCH PTE. LTD.
EA LICENSE : 19C9777

Our Infrastructure Platform group is a team of innovators who love technology as much as you do. Together, you’ll use a disciplined, innovative and a business focused approach to develop a wide variety of high-quality products and solutions. You’ll work in a stable, resilient and secure operating environment where you and the products you deliver—will thrive. The Enterprise Technology Finance & Business Management (F&BM) team is responsible for partnering and supporting senior technology management and plays a critical central role in executing financial processes, analysis, reporting, and maintaining strict governance across a large matrixed organization.

As a Financial Analysis, Analyst within the Enterprise Technology F&BM team, you will focus on providing Finance support across APAC including oversight, data analysis, headcount management and articulating financials to senior management.

Job responsibilities:

• Reporting on strategy, budget, project delivery, controls, risks and delivery. Oversee the financials of projects across the APAC region, tracking and translating investments into 3-5 year financial plans, ensuring the allocation of costs are accurate and in line with local law, etc.

• Providing transparency on expenses & resources with a focus on key drivers and to maintain governance over financial controls. Assist in the tracking, reporting, and oversight of labor management for an organization across the Asia Pacific region. Functions include tracking labor towards set targets, assisting in the creation of cost centers and other organizational structures etc.

• Collaborating to ensure monthly APAC Region reports are delivered on time with quality and actionable driver explains.

• Proactively analyze trends, research issues and respond to enquiries

• Partnering with all Global functions to drive standardization and continuous improvement across the key metrics that serve the region

• Enforceing guidelines and operating principles for effective delivery of information as defined by F&BM

• Partnering with other finance and business managers across technology to agree and leverage best practice

Required qualifications, capabilities, and skills:

• Minimum 2 years of experience within Finance required

• Effective skills in Excel / PowerPoint

• Financial / accounting experience, and analytical skills

• Ability to deliver/extract/report/analyze in time

• Fosters positive working relationships; good team player

• Able to work with supervision and as part of an integrated team

• Good interpersonal, verbal and written communication skills

• Ability to multi-task and deliver quality work under pressure

This role is intended to be for an initial term of approximately 12 months only, however, subject to business needs, the contract may be extended or converted to permanent employment.

To apply for this position, please use the following URL:

https://ars2.equest.com/?response_id=5a2a8f8cb90872e40116f3ba99d58552

We are looking for motivated individuals, who is able to take initiative and challenging task In a fast- track organization.

You will be working in a Fast- paced environment where your achievements will be recognized.

Good communication is a must.

Confidence in presentation is a definite plus.

You can work from home.

Flexible timings.

Job Description:

Responsibilities

• Sales proposals
• Client relations
• Advisory

Requirements

Confident, matured, highly motivated

Excellent communication, presentation and interpersonal skills.

Pleasant and professional appearance.

Rewards

Basic allowance $2,500 + Bonus comms

High earning potentials

Good career prospect

Shortlisted candidates will be notified very soon.

We are seeking a detail-oriented and experienced Senior Accountant (Financial Reporting) to join one of the largest oil trading companies. This role requires strong analytical skills, a deep understanding of financial reporting standards, and the ability to work in a fast-paced environment.

Key Responsibilities:

• Conduct monthly management account closings and prepare financial statements for quarterly and year-end reporting.
• Compile monthly Finance Trade book P&L statements and balance sheet schedules.
• Perform inventory reconciliation to ensure accuracy in records.
• Complete government surveys and handle various ad hoc tasks as required.
• Support and maintain accounting controls by developing and recommending relevant policies and procedures.
• Prepare and coordinate financial schedules for quarterly and annual audits.
• Document and review processes to identify areas for improvement and enhance efficiency.
• Ensure compliance with statutory and regulatory obligations.
• Handle intercompany accounts receivable and payable, as well as sales and purchase confirmations.

Job Requirements:

• Bachelor’s degree in accounting or related field with 8 years of reporting experience
• Working experience with a commodities company is a plus
• Prior audit experience is preferred
• Proficient in MS and SAP system
• Commercially focused and flexible individual
• Excellent communication and interpersonal skills

How to apply:

Submit your application by emailing a detailed copy of your updated Resume in MS Word Format to YAN JIANKAI (EA Personnel Reg. No. R22104741, Achieve Career Consultant Pte Ltd EA Licence No. 05C3451) by clicking the “Apply Now” or contact James at [email protected] or 9150 3922 for a confidential discussion.

Accounting Executive

(1 year contract roles - subject to renewal for another year depending on business needs)

• Working Days: Monday – Friday
• Working Hours: 9 am to 5.45 pm
• Location: Raffles City Tower
• Salary: $3,500 - $4,500 (Depending on experience)

General:

• Expected to be able to ensure accuracy and integrity of financial analysis data within the deadline.
• Expected to maintain the general ledger in accounting activities

Specific:

• Assist in month/year-end closing
• Assist in quarterly consolidation package
• Daily system operation in general ledger
• Balance Sheet account reconciliation
• Assist and liaise with auditor for annual and quarterly audit
• Daily system operation in account payable maintenance
• Supplier and customer master data maintenance
• Assist in cashflow maintenance and projection report
• Assist in corporate income tax data preparation
• Assist in GST report data
• Assist in annual inventory stock take
• Ad-hoc support for all accounting and finance duties

Requirement:

• Minimum 3 years in Financial Accounting field
• Preferable with SAP knowledge
• Diploma in relevant discipline

Lee Wan Ling | Reg No: R23116154

THE SUPREME HR ADVISORY PTE LTD | EA No: 14C7279

Job Responsibilities:

• Lead and supervise the day-to-day operations of the Credit Control department, ensuring efficient and effective credit and collections processes that align with company goals and regulatory standards.
• Ensure that all collections activities are conducted in a fair, transparent, and ethical manner, maintaining positive customer relationships while securing payment.
• Provide hands-on management of the Credit Control team, guiding and assisting in the resolution of complex cases, and addressing any customer concerns with professionalism.
• Oversee the recovery process for delinquent loans, ensuring a balanced approach that minimizes risk while adhering to fair collection practices.
• Compile and prepare detailed monthly, quarterly, and half-yearly reports for submission to the Monetary Authority of Singapore (MAS) or any relevant regulatory bodies.
• Promote and uphold the company’s commitment to fair dealings by ensuring that all credit control and collections activities are conducted in accordance with both regulatory standards and the company’s ethical guidelines.
• Collaborate closely with other departments (e.g., Finance, Marketing and Risk Management) to align on credit-related issues and foster interdepartmental cooperation in resolving complex matters.

Job Requirements:

• Bachelor's degree in Banking/ Finance or equivalent.
• With 5 - 7 years of working experience in Financial Institutions, at least 2 - 3 years of experience at Managerial/ HOD position.
• Excellent communication and written skills.
• Strong knowledge in hire purchase agreements, and hands on experience.

HOW TO APPLY:

Interested applicants, please click on “Apply Now”. We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Khor Khang Qin

EA Personnel Reg No: R22109669

Overview

A Financial Consultant with the focus in the expat wealth management market in Singapore to counsel clients on potential investment opportunities, by exercising their knowledge of investment strategies, securities, tax laws, pension plans, real estate, and insurance.

Determine the client’s assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives in order to suggest financial alternatives that will co-ordinate with both the client’s short term and long term financial goals.

Key Responsibilities:

• Analysis of client’s financial status, developing client value proposition plans based on the understanding of financial data, and discussion of financial objectives with the client.
• Build client relationships based upon developing strategies focused on achieving the client’s financial goals through the use of financial and wealth management solutions.
• Establish relationships to ensure that the client retains the Group and Consultant for wealth management services over the longer term.
• Prepare and submit recommendation documents to implement a plan selected by the client.
• Advise clients on appropriate investment products, financial and wealth management services/products.
• Where applicable, refer the client to other financial establishments/organisations to obtain services outlined in the client value proposition plan that are beyond the scope of services provided by St. James’s Place.
• Regular ongoing contact with the client to revise financial plans based on the review and modification of client needs or changes in the investment market.
• Arrange suitable insurance for the client, recommending the amount and type of coverage based on a needs analysis
• Keep abreast of the financial markets, constantly monitoring the specific investments in the client’s portfolios, and keep up to date with new investment strategies and investment vehicles.
• Develop and cultivate a client base through on going servicing.
• Attend Financial Advisers meetings and continuing education sessions to retain and develop knowledge about products, services, policies, and acquire the required relevant CPD certification.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
• Comply with all industry rules and regulations.
• Work alongside local Marketing Team to create an individual sales and marketing strategy for cultivating new client relationships.
• In-depth understanding of the expat wealth management market in Singapore

Other duties:

• Adhere to Company policies and procedures
• Deliver a Client centric advisory process covering the holistic needs of clients both investment and protection

Qualifications required:

• M5, M8, M8A, M9, M9A, HI (essential)
• CHFC or CFP accredited (desired)
• UK Financial Services qualifications (an advantage)

Skills and Requirements

• Self-driven individual who has passion to excel
• Strong communication and interpersonal skills
• Minimum 7 years’ experience providing face-to-face financial advice
• Strong knowledge of current market performance and investment strategies
• Strong Knowledge of and a demonstrable Financial Planning/Wealth Management advisory process
• Strong understanding of UK/European/Australian market knowledge including but not limited to Pension and Tax ideally with a UK relevant financial services qualification
• A significant client base of High-Net-Worth individuals, with proven track record of turning prospects into clients and significant existing funds under management

Overview

A Financial Consultant with the focus in the expat wealth management market in Singapore to counsel clients on potential investment opportunities, by exercising their knowledge of investment strategies, securities, tax laws, pension plans, real estate, and insurance.

Determine the client’s assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives in order to suggest financial alternatives that will co-ordinate with both the client’s short term and long term financial goals.

Key Responsibilities:

• Analysis of client’s financial status, developing client value proposition plans based on the understanding of financial data, and discussion of financial objectives with the client.
• Build client relationships based upon developing strategies focused on achieving the client’s financial goals through the use of financial and wealth management solutions.
• Establish relationships to ensure that the client retains the Group and Consultant for wealth management services over the longer term.
• Prepare and submit recommendation documents to implement a plan selected by the client.
• Advise clients on appropriate investment products, financial and wealth management services/products.
• Where applicable, refer the client to other financial establishments/organisations to obtain services outlined in the client value proposition plan that are beyond the scope of services provided by St. James’s Place.
• Regular ongoing contact with the client to revise financial plans based on the review and modification of client needs or changes in the investment market.
• Arrange suitable insurance for the client, recommending the amount and type of coverage based on a needs analysis
• Keep abreast of the financial markets, constantly monitoring the specific investments in the client’s portfolios, and keep up to date with new investment strategies and investment vehicles.
• Develop and cultivate a client base through on going servicing.
• Attend Financial Advisers meetings and continuing education sessions to retain and develop knowledge about products, services, policies, and acquire the required relevant CPD certification.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
• Comply with all industry rules and regulations.
• Work alongside local Marketing Team to create an individual sales and marketing strategy for cultivating new client relationships.
• In-depth understanding of the expat wealth management market in Singapore

Other duties:

• Adhere to Company policies and procedures
• Deliver a Client centric advisory process covering the holistic needs of clients both investment and protection

Qualifications required:

• M5, M8, M8A, M9, M9A, HI (essential)
• CHFC or CFP accredited (desired)
• UK Financial Services qualifications (an advantage)

Skills and Requirements

• Self-driven individual who has passion to excel
• Good communication and interpersonal skills
• Minimum 3 years’ experience providing face-to-face financial advice
• Investment experience or good knowledge of investments
• Good understanding of Financial Planning/Wealth Management advisory process
• Knowledge in UK/European/Australian financial services markets including but not limited to Pension and Tax will be an added advantage
• Relevant UK financial service qualifications an advantage
• Existing client base with proven track record of turning prospects into investment clients

A Financial Consultant with the focus in the expat wealth management market in Singapore to counsel clients on potential investment opportunities, by exercising their knowledge of investment strategies, securities, tax laws, pension plans, real estate, and insurance.

Determine the client’s assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives in order to suggest financial alternatives that will co-ordinate with both the client’s short term and long term financial goals.

Key Responsibilities:

• Analysis of client’s financial status, developing client value proposition plans based on the understanding of financial data, and discussion of financial objectives with the client.
• Build client relationships based upon developing strategies focused on achieving the client’s financial goals through the use of financial and wealth management solutions.
• Establish relationships to ensure that the client retains the Group and Consultant for wealth management services over the longer term.
• Prepare and submit recommendation documents to implement a plan selected by the client.
• Advise clients on appropriate investment products, financial and wealth management services/products.
• Where applicable, refer the client to other financial establishments/organisations to obtain services outlined in the client value proposition plan that are beyond the scope of services provided by St. James’s Place.
• Regular ongoing contact with the client to revise financial plans based on the review and modification of client needs or changes in the investment market.
• Arrange suitable insurance for the client, recommending the amount and type of coverage based on a needs analysis
• Keep abreast of the financial markets, constantly monitoring the specific investments in the client’s portfolios, and keep up to date with new investment strategies and investment vehicles.
• Develop and cultivate a client base through on going servicing.
• Attend Financial Advisers meetings and continuing education sessions to retain and develop knowledge about products, services, policies, and acquire the required relevant CPD certification.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
• Comply with all industry rules and regulations.
• Work alongside local Marketing Team to create an individual sales and marketing strategy for cultivating new client relationships.
• In-depth understanding of the expat wealth management market in Singapore

Other duties:

• Adhere to Company policies and procedures
• Deliver a Client centric advisory process covering the holistic needs of clients both investment and protection

Qualifications required:

• M5, M8, M8A, M9, M9A, HI (essential)
• CHFC or CFP accredited (desired)
• UK Financial Services qualifications (an advantage)

Skills and Requirements

• Self-driven individual who has passion to excel
• Strong communication and interpersonal skills
• Minimum 5 years’ experience providing face-to-face financial advice
• Good knowledge of current market performance and investment strategies
• Strong Knowledge of Financial Planning/Wealth Management advisory process
• Strong understanding of UK/European/Australian market knowledge including but not limited to Pension and Tax ideally with a UK relevant financial services qualification
• Strong client base and a large network of High-Net-Worth individuals, with proven track record of turning prospects into clients and existing funds under management

Our client is a Singapore based Scientific and Medical devices provider with presence in Southeast Asia region. Due to their current expansion plan, they are looking for a Engineering Sales Advisor to join their Sales Team, in hopes of developing the current high performing team. They are located in the South area – easily accessible.

Duties of Engineering Sales Advisor:

• Present and sell products/services to current and potential customers.
• Develop and execute strategic sales plans for assigned products and clients.
• Engage customers to understand their needs and recommend suitable solutions.
• Analyze market potential and track sales progress within the territory.
• Build technical expertise on products to support customer interactions effectively.
• Cultivate and maintain strong client relationships to expand the product portfolio.

Requirements:

• Diploma in Mechanical Engineering
• 2 - 3 years Technical Sales experience in relevant industry

Interested candidates who wish to apply for the advertised position, please click APPLY NOW or email an updated copy of your resume/cv.

We regret that only shortlisted candidate will be notified

• Email Address: [email protected]
• EA License No: 19C9682
• EA Personnel No: R2199158
• EA Personnel Name: Soo Wei De

As a Banking and Financial Services Recruitment Specialist, I partner with a range of Banking AND Financial Services clients who are consistently seeking Financial Services Executives.

Financial services executives are broadly categorized into two main roles: Bankers and Financial Advisors/Consultants (FAs).

• They provide guidance to clients, aiming to improve their financial health and achieve specific goals, such as Wealth Protection, Savings, Investment Growth, Retirement Planning, and more
• They interact regularly with clients, often needing to explain complex financial products and services in simple terms and provide exceptional customer service to build trust

Core Differences between being an FA and Banker:

1) Remuneration

• FA: Self-Employed individuals receiving Commissions (higher income ceiling and no KPIs)
• Banker: Permanent Employment which offers stable Basic Salary and opportunity to earn more through Commissions

2) Client Acquisition

• FA: Warm Market (family/friends) + Roadshow, Events + Social Media + Cold Calling (clients sourced by agency or individually)
• Banker: Branch Walk-Ins + Cold Calling (500-600 assigned clients, more provided over time)

3) Products

• FA: Full suite of Insurance Products + Funds + Other Financial Planning services
• Banker: Majority of Insurance Products (excl. Health Insurance) + Funds + Secondary Banking Products & Services

4) Working Arrangement

• FA: Fully Flexible - As self-employed individuals, FAs choose their own working days and hours as long as they are able to achieve the income they want to earn
• Banker: Regimental - KPI-driven management, 5.5 work days, and high frequency of after-office appointments

5) Minimum Education Requirements

• FA: Minimum GCE ‘A’ Levels, or Diploma from a local polytechnic, and above
• Bank: Diploma from a local polytechnic, or Degree of any discipline, and above

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Requirements

• Singaporeans Only (candidates who require Work Visa need not apply)
• Pass all Core CMFAS papers before commencement (guidance provided)

Apply Now

Submit your application via the Apply button
OR
Contact Wein Ng for a confidential discussion/consultation via 8837 5170.

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Why Apply Through Me?

I offer tailored recommendations based on factors such as:

• Availability of Allowance/Advancement/Incentive Scheme
• Range of Products and Services (e.g. Life/Health Insurance, Savings/Endowment Plans, Funds, Trust/Estate Planning, Will Writing, etc.)
• Methods for lead generation and client acquisition
• Earning Potential
• Quality of training and mentorship
• Effectiveness of back-office support

With my proven track record and knowledge, I help jobseekers navigate the recruitment process and find the right opportunity to match their career goals.

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We regret that only shortlisted candidates will be notified.

EA Personnel Name: Ng Weineng
EA Personnel No: R1985639
EA License No: 02C4944

We are looking for Assistant Manager, Finance (AR) to join one of the tertiary education institutions.

• Basic+ Bonuses
• Permanent position with great working environment
• West location

JOB SCOPES:
Financial Aid Disbursement

• Lead a team managing student loans, CPF, Mendaki, scholarship and other financial aid disbursement and support initiatives rolled out by schools / government agencies / funding agencies etc.
• Oversee Sponsorship management and billing
• Monitor debts collection for student loans and sponsorship
• In-charge of government agencies and funding agency claim’s submission
• Liaise with banks and government agencies on the financial aid schemes
• Oversees budget for financial Aid disbursement.
• Ensure all the disbursement transactions are promptly and accurately accounted in financial system
• Ensure efficient processes, systems and adequate governance and controls are in place
• Ensure financial aid disbursement comply to the relevant policies and guidelines

Reconciliation and Reporting

• Review monthly, half-yearly and annual variance reporting.
• Review monthly balance sheet review reconciliations, year-end financial reporting, audit schedules etc.

Business Transformation

• Assist or lead business transformation change across systems, processes, people and technology
• Implement process improvement initiatives to enhance operational efficiency and improve staff productivity
• Support the system enhancements

Relationship Management/Customer Relations

• Cooperate and build positive relationships with peers and supervisors to ensure process efficiency and consistency.
• Communicates with funding agencies and other employees to resolve queries/address requests and concerns.

JOB REQUIREMENTS:

• Singaporean (s) only.
• Bachelor’s degree or equivalent qualification in Accountancy.
• Proficient in Microsoft office applications (eg. Excel) and IT savvy with using different systems
• Knowledge on the use of IT tools/software such as Power Query, Robotic Process Automation (RPA) is an added advantage

By submitting your resume, you consent to the collection, use, and disclosure of your personal information per ScienTec’s Privacy Policy (scientecconsulting.com/privacy-policy).

This authorizes us to:
Contact you about potential opportunities.
Delete personal data not required at this application stage.
To withdraw consent, email [email protected].
All applications will be processed with strict confidence. Only shortlisted candidates will be contacted.


Lua Zhi Chin (Jeanette) - R1873831
ScienTec Consulting Pte Ltd – 11C5781

The Company

Our client, an investment management company with their presence in US, Europe and Asia, is currently seeking for a Senior Accountant to assist them for a period of 7 months. This role may be renewable.

The Role

Reporting to the head of department, you will be involved in the day-to-day finance operations such as month end closing activities. You will prepare consolidation of financial reporting packages, review audited financial statements, assist with annual tax filing and corporate secretarial matters such as preparing board resolutions, and you will also prepare payment, monitor cashflow, assist with loan administration, as well as participate in ad hoc related projects.

Your Profile

You possess a degree in finance and accounting or its equivalent, with a professional certification (eg: CPA, ACCA, etc) and bring along with you a minimum of 5 years’ experience in the relevant space. You have a good understanding of the IFRS, have an analytical mind and good problem-solving skills, as well as excellent written and verbal communication skills. Immediate availability will be advantageous.

Apply Today

Please send your resume, in WORD format only and quote reference number SK13081501, by clicking the apply button. Please note that only short-listed candidates will be contacted.

EA Licence no.: 07C5595 | Susan Koh EA Registration no.: R1107882

Responsibilities:

• Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
• Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
• Acquire new businesses while maintaining current account portfolio
• Tactful negotiations of contract with prospects
• Process documentations and keeping proper records.
• Planning for personal and corporate clients on risk and wealth management, succession and estate planning.

Requirements:

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Holds a Diploma/Degree qualification
• Prior working experience in sales is seen as an advantage
• Goal oriented, self-driven and pro-active in character
• Strong communication and interpersonal skills

Accounting Executive

(1 year contract roles - subject to renewal for another year depending on business needs)

• Working Days: Monday – Friday
• Working Hours: 9 am to 5.45 pm
• Location: Raffles
• Salary: $3,500 - $4,500 (Depending on experience)

General:

• Expected to be able to ensure accuracy and integrity of financial analysis data within the deadline.
• Expected to maintain the general ledger in accounting activities

Specific:

• Assist in month/year-end closing
• Assist in quarterly consolidation package
• Daily system operation in general ledger
• Balance Sheet account reconciliation
• Assist and liaise with auditor for annual and quarterly audit
• Daily system operation in account payable maintenance
• Supplier and customer master data maintenance
• Assist in cashflow maintenance and projection report
• Assist in corporate income tax data preparation
• Assist in GST report data
• Assist in annual inventory stock take
• Ad-hoc support for all accounting and finance duties

Requirement:

• Minimum 3 years in Financial Accounting field
• Preferable with SAP knowledge
• Diploma in relevant discipline

WhatsApp: https://wa.me/6591044149 (Shermaine)

Siah Sze Ming Reg No: R24125414

The Supreme HR Advisory Pte Ltd EA No: 14C7279

Accounting Executive

(1 year contract roles - subject to renewal for another year depending on business needs)

• Working Days: Monday – Friday
• Working Hours: 9 am to 5.45 pm
• Location: Raffles
• Salary: $3,500 - $4,500 (Depending on experience)

General:

• Expected to be able to ensure accuracy and integrity of financial analysis data within the deadline.
• Expected to maintain the general ledger in accounting activities

Specific:

• Assist in month/year-end closing
• Assist in quarterly consolidation package
• Daily system operation in general ledger
• Balance Sheet account reconciliation
• Assist and liaise with auditor for annual and quarterly audit
• Daily system operation in account payable maintenance
• Supplier and customer master data maintenance
• Assist in cashflow maintenance and projection report
• Assist in corporate income tax data preparation
• Assist in GST report data
• Assist in annual inventory stock take
• Ad-hoc support for all accounting and finance duties

Requirement:

• Minimum 3 years in Financial Accounting field
• Preferable with SAP knowledge
• Diploma in relevant discipline

WhatsApp: https://wa.me/6591044149 (Shermaine)

Siah Sze Ming Reg No: R24125414

The Supreme HR Advisory Pte Ltd EA No: 14C7279