Duties & Responsibilities:

1. Client Consultation:

· Meet with clients to understand their financial goals and needs.

· Collect and analyze information regarding income, expenses, and risk tolerance.

2. Financial Planning:

· Develop tailored financial plans that align with clients' goals.

· Recommend investment strategies, insurance policies, and other financial products.

3. Investment Management:

· Advise clients on investment options and manage their portfolios.

· Monitor and adjust investment strategies as market conditions change.

4. Risk Management:

· Evaluate clients' risk profiles and recommend appropriate insurance coverage.

· Plan for risk management through diversification and other strategies.

5. Retirement Planning:

· Help clients prepare for retirement by assessing income needs and planning accordingly.

· Advise on pension plans, IRAs, 401(k)s, and other retirement options.

6. Ongoing Client Support:

· Regularly review and update financial plans based on clients' changing needs.

· Provide continuous advice and support to clients regarding financial decisions.

7. Regulatory Compliance:

· Ensure that all financial advice and actions comply with current laws and regulations.

· Maintain necessary licenses and certifications.

Experience/Requirements:

1. Educational Background:

· A bachelor's degree in finance, economics, accounting, or a related field.

· Advanced degrees (e.g., MBA) can be advantageous but are not always required.

2. Licensing:

· Necessary licenses include SCI M5, M9, M9A, HI (SG specific) to sell basic financial products like insurance & investments.

· M8, M8A, M6 licensing for selling CIS/Securities products, if applicable.

3. Certifications:

· Certified Financial Planner (CFP) designation is highly valued.

· Other certifications like Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) may also be beneficial.

4. Experience:

· Typically, 3-5 years of experience in financial planning, investment advisory, or a related role.

· Experience working with financial software and tools is often required.

5. Skills:

· Strong analytical skills to assess financial data and trends.

· Excellent interpersonal and communication skills for client interaction.

· Ethical decision-making and adherence to fiduciary responsibilities.

· Ability to build long-term relationships with clients.

· Knowledge of investment strategies, and financial products.

6. Personal Qualities:

· High level of integrity and professionalism.

· Detail-oriented and able to manage multiple clients and tasks simultaneously.

· Ability to work independently and as part of a team.

This role requires a combination of technical financial knowledge and strong interpersonal skills to effectively guide clients through their financial journeys.

Duties & Responsibilities:

1. Client Consultation:

· Meet with clients to understand their financial goals and needs.

· Collect and analyze information regarding income, expenses, and risk tolerance.

2. Financial Planning:

· Develop tailored financial plans that align with clients' goals.

· Recommend investment strategies, insurance policies, and other financial products.

3. Investment Management:

· Advise clients on investment options and manage their portfolios.

· Monitor and adjust investment strategies as market conditions change.

4. Risk Management:

· Evaluate clients' risk profiles and recommend appropriate insurance coverage.

· Plan for risk management through diversification and other strategies.

5. Retirement Planning:

· Help clients prepare for retirement by assessing income needs and planning accordingly.

· Advise on pension plans, IRAs, 401(k)s, and other retirement options.

6. Ongoing Client Support:

· Regularly review and update financial plans based on clients' changing needs.

· Provide continuous advice and support to clients regarding financial decisions.

7. Regulatory Compliance:

· Ensure that all financial advice and actions comply with current laws and regulations.

· Maintain necessary licenses and certifications.

Experience/Requirements:

1. Educational Background:

· A bachelor's degree in finance, economics, accounting, or a related field.

· Advanced degrees (e.g., MBA) can be advantageous but are not always required.

2. Licensing:

· Necessary licenses include SCI M5, M9, M9A, HI (SG specific) to sell basic financial products like insurance & investments.

· M8, M8A, M6 licensing for selling CIS/Securities products, if applicable.

3. Certifications:

· Certified Financial Planner (CFP) designation is highly valued.

· Other certifications like Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) may also be beneficial.

4. Experience:

· Typically, 3-5 years of experience in financial planning, investment advisory, or a related role.

· Experience working with financial software and tools is often required.

5. Skills:

· Strong analytical skills to assess financial data and trends.

· Excellent interpersonal and communication skills for client interaction.

· Ethical decision-making and adherence to fiduciary responsibilities.

· Ability to build long-term relationships with clients.

· Knowledge of investment strategies, and financial products.

6. Personal Qualities:

· High level of integrity and professionalism.

· Detail-oriented and able to manage multiple clients and tasks simultaneously.

· Ability to work independently and as part of a team.

This role requires a combination of technical financial knowledge and strong interpersonal skills to effectively guide clients through their financial journeys.

Job Overview

Are you a people person with a knack for organization? We’re looking for a friendly and energetic Receptionist to be the first face (and voice!) our clients and visitors interact with. As the go-to for all things front desk, you’ll help keep things running smoothly, from answering calls and greeting guests to handling a range of admin tasks. If you’re great at multitasking, have a positive attitude, and thrive in a busy environment, we’d love to meet you!

Key Responsibilities

Front Desk Management:

• Greet visitors, clients, and guests in a professional and courteous manner.
• Answer, screen, and forward incoming phone calls.
• Direct inquiries to the appropriate person or department.
• Maintain a clean and organized reception area.

Administrative Support & Office Coordination:

• Schedule appointments, meetings, and conference calls.
• Assist in scheduling company events.
• Assist with filing, data entry, and record-keeping as needed.
• Monitor and manage office supplies and marketing collaterals, placing orders when necessary.
• Handle mail distribution and coordinate courier services.
• Assist with office setup for meetings, including arranging refreshments, technology, and supplies.

Customer Service:

• Provide excellent customer service to both internal and external stakeholders.
• Respond to client and visitor inquiries in a timely and professional manner.
• Address and resolve any issues or concerns in a courteous manner.

Support other administrative matters as needed.

Skills and Qualifications Required:

• Previous experience in a receptionist, administrative support or client-facing roles preferred.
• Strong verbal and written communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Basic knowledge of office equipment (phones, printers, etc.).
• Excellent organizational and multitasking skills.
• Ability to work independently and as part of a team.
• Professional and polished demeanor.

Role Overview:

The Contracts team within organisation provides a commercially driven service to the Crude, Products, and Lubricants Marine Trading teams in, amongst others in Singapore, in Dubai and various downstream supply business units.

The Commercial Advisors in the Contracts team are responsible for the management of the entire trading and supply Contracts process from pre-deal to post-deal contractual activities, providing commercial/contractual advice on drafting and reviewing of contracts (including master agreements and confirmations for the derivatives and emissions trading business), and ad hoc problem solving involving trading and supply contracts.

As the Contracts team functions as an integrated team supporting a myriad of activities carried out by various businesses within Trading & Supply, you will be called upon to provide support to various businesses in conjunction with resourcing optimisation and personal development.

These businesses include the physical crude and products trading and supply business, the emissions trading business, the derivatives and risk marketing businesses, the LNG trading business and the downstream LNG business.

A Commercial Advisor's primary responsibilities are as follows:

• Provide pre and post deal commercial advice plus general LNG, emissions, derivatives and freight contractual advice to support the Business objectives.
• Advise traders of the commercial, contractual and financial risks associated with their business, identifying areas where there are opportunities for value creation as well as areas where the exposure to value leakage exists.
• Combine commercial knowledge with contracts expertise to deliver tangible value to the bottom line.
• Draft, review and negotiate term deals, tenders, storage agreements, master agreements, single trade agreements, confirmation notices and side letters directly with customers with an emphasis on negotiating terms and conditions that maximises value and mitigates contractual exposures to minimise profit leakage.
• Review and authorise all contracts/responses,making modifications where necessary to ensure contracts accurately reflect the terms agreed, and to ensure all contracts are fit for purpose prior to dispatch.
• Review 3rd Party terms and conditions and negotiate amendments as required to minimise contractual exposure and ensure they acceptable and comply with Group policy and standards whilst at the same time maintaining a keen sense of commercial acumen in empowering the business objectives of creating new and additional channels for trade.
• Help find opportunities to increase value by working intimately with trading desks and closely with other businesses across the value chain and advise the trading desks in negotiating complex contractual arrangements and structured contracts in close consultation and collaboration with various functional subject matter experts such as Finance, Credit,Legal, etc.
• Provide contractual support in drafting and negotiating ad hoc agreements to facilitate new business development/growth projects.
• Provide advice, help and commercially astute options in achieving win-win resolutions of contractual disputes with counterparties, liaising with legal counsels as necessary.
• Must be accessible to the trading floor and available to engage and collaborate with traders, commercial operations and other functions, taking part in commercial discussions to help deliver the greatest value. Close collaboration and integration with the business is critical to success.
• Maintain an awareness of any new trade opportunities and regulatory restrictions that may involve changes to existing procedures or support processes and remain constantly adaptable towards procedural changes necessary to facilitate such new opportunities without compromising on internal policies and overall governance and risk control framework.
• Lead/actively participate in running the Contracts Workshop and administering the Contracts assessment as part of the Trader Development Program and in training new commercial operators and Trading & Supply staff.
• Maintain mastery in undertaking the comprehensive role played within the Framework and protect the organization license to operate by ensuring/ verifying that all contracts comply with all local implementation policies, manual of authorities, business controls, Group policy and standards (including but not limited to the Contractual Allocation of Risk Framework and its consequent internal assurance process and SOX controls) as well as meet all regulatory and regulated market requirements.
• Provide cover for the contracts support analyst supporting the environmental products business where required.

Requirements:

• Education:(a) LLB (Hons) degree with 5+ years of post-qualification experience in a law firm, in-house legal role, or energy/commodity trading.
  (b) Degree with 10+ years in contract administration within energy/commodity trading.
  
• Key Competencies:Strong negotiation, commercial, and transactional skills.
  Detail-oriented with excellent organizational and communication abilities.
  Flexibility and ability to prioritize in a fast-paced environment.
  Proficiency in English (written & verbal).
  Presentation and interpersonal skills for collaboration and negotiations.
  Ability to handle records management and travel for business as required.
  
• Preferred Background:Expertise in LNG Master Sale and Purchase Agreements and ISDA Master Agreements.
  

Additional Information:

• Collaborate with other Commercial Advisors for comprehensive support.
• Prior experience in drafting and reviewing contractual documents is highly desirable.

Added benefit: Work from home arragements

Looking for a Business Development Executive who can build strong relationships with our existing B2B clientele and other financial services providers to ensure they receive the highest service while seeking to identify new opportunities for growth.

Responsibilities

• Manage, service and grow the existing portfolio of B2B partners by actively promoting company's product and services, and maintaining existing clients' relationships
• Execute business development activities such as conducting presentations and trainings to increase awareness of company's product and services
• Source and identify new business opportunities through implementing new strategies to grow the business
• Research, gather user feedback and be involved in the process of UAT to increase the user experience
• Creative and independent to develop initiatives, devise sales and marketing strategies to increase presence

Requirements:

• Degree in Business/Finance/Marketing
• Self-motivated, proactive and have a strong sense of ownership
• Good analytical and problem solving skills, meticulous, and able to think creatively
• Great follow up and organizational skills
• Team player with strong stakeholder management skills to manage external and internal parties cross collaborations
• Strong presentation and communication skills, verbally and in writing

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!

Our client is a leading provider of efficient errand services in Singapore, including document delivery, shopping assistance, and food delivery for both residents and businesses. They are seeking an experienced Chief Financial Officer to manage cash flow, grant applications, and funding processes.

Role Overview:

As the CFO, you will play a key role in managing the companies' financial strategy, cash flow projections, and funding stages. You will also be responsible for financial reporting, budgeting, and ensuring compliance as the company scales and prepares for future opportunities.

Key Responsibilities:

• Oversee financial operations including cash flow management, funding, and grants.
• Prepare and maintain accurate financial reports such as profit & loss, balance sheets, and cash flow statements.
• Develop and implement financial strategies to support business growth and future listing.
• Lead budgeting, forecasting, and financial planning.
• Supervise outsourced accounting services and ensure accurate, timely reporting.
• Work closely with the executive team on capital management and funding.
• Ensure financial compliance and manage risks.

Requirements:

• 5-10 years of financial management experience, ideally in start-ups or high-growth companies.
• Degree in Accounting, Finance, Business Administration, or a related field.
• Strong leadership and strategic thinking skills, with experience in financial reporting and planning.
• Expertise in cash flow management, grant applications, and funding processes.
• Excellent communication skills, particularly with investors and stakeholders.
• Interested candidates are invited to send in your Resume in MS Word Format stating your past work experience, reasons for each leave, past and expected remuneration.

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

By submitting an application to us, you will be deemed to have agreed for us to collect, use, and disclose your personal data which you have submitted to your prospective employers, for the purpose of job search, and/or other services which you have consented us to perform on your behalf.

Cultivar Asia Pte Ltd

EA License Number: 19C9782

EA Personnel: R23113231 (Lum Charmaine)

Purpose of position

This is a challenging role that supports AMEA business functions and processes with applied analytics. Your role will be to investigate key business problems, discover insights and recommend improvement actions through data mining, statistical analysis and data visualization techniques. Next to that you will support other business functions and strategic projects with finding and understanding data, user training and coaching.

Areas of responsibility

1 - Data analysis: Support key AMEA business processes with applied analytics

• Identify what data is needed, available and relevant to the problem
• Design and develop strategic methods for data collection and analysis
• Integrate and prepare datasets; build and evaluate data models
• Explore and analyze data using statistical and visualization techniques
• Define and describe common business metrics and KPI's
• Summarize and present findings and recommendations to business users and stakeholders in understandable and relevant ways, both verbally and visually
• Document and publish analyses so that others may reproduce and learn from prior work

2 – Project support: Support key AMEA business strategies with analytics solutions

• Provide analytical and subject matter expertise for the development of analytics solutions needed to support main business strategies and initiatives
• Work with peers in Business Intelligence, Data Management and Data Science to develop and provide solutions
• Support the development of technical analytics solutions by communicating business requirements and providing subject matter expertise
• Build plans; ensure work progress; identify and report success measures
• Prepare and present progress reports and outcomes to stakeholders

3 - Training and development: training solutions for analytical tools and techniques

• Conduct or support training sessions and provide coaching to analysts in business functions and other key user groups in AMEA

To be successful in this role, you will need:

• Education: A Bachelor’s degree or equivalent in Statistics, Business Analytics, Actuarial Studies or similar discipline.
• Experience: 8 years practical, applied analytics experience in any industry
• Applied analytical skills, including statistical knowledge; data modeling and visualization using modern BI/Analytics tools

· Good communication skills, including the ability to tell compelling stories with data

· A good understanding of fundamental business principles and problems and the ability to constantly and independently ask questions, find answers, and learn

• Professional skills: project management; influencing & persuasion; judgement & decision making; leadership; planning & organizing.
• SAFe Agile certification is a plus
• Fluency in written and spoken English

Please submit your resume via - https://fedex.wd1.myworkdayjobs.com/FXE_APAC_External/job/FXE_APACSGPSGSINITITD/Business-Planning---Analysis-Advisor_RC740204-1

Benefits:

• Basic $3,200 + $1,300 Transport Reimbursement
• High Gross
• Commissions applicable
• 5-day work
• VB + Performance Bonus

Key Responsibilities:

• Service Contract Management: Acquire new service contracts and ensure timely renewal of existing contracts.
• Sales Generation: Promote and secure sales for major repairs, field service jobs, and rental repair chargeable work for heavy vehicle or glass, woods, metal fabrication
• Customer Follow-up: Follow up on all service documentation and ensure timely completion of services and repairs.
• Relationship Building: Build and maintain strong relationships with key and fleet customers, providing tailored logistics solutions to meet their needs.

Requirements:

• Education: NITEC and above in any relevant field.
• Experience: Minimum 2 years of experience as a service advisor, preferably in the Material Handling Equipment (MHE) industry or similar.
• Technical Knowledge: Basic understanding of Material Handling Equipment (MHE).
• Licenses: Possess a Class 3 driving license
• Skills: Computer literacy, good communication, and customer service skills.

To Apply, kindly click on the "APPLY NOW" button

We regret that only shortlisted candidates will be notified.

Staffking Pte Ltd (20C0358) | Yong Pei Pei (R24124478)

Associate

• Working Hours: 5 Days [9am - 6pm]
• Salary: $2,800 - $3,500
• Location: One Commonwealth, Singapore 149544

Requirements:

• Preferably 1 year of working experience in accounting, audit, corporate or individual insolvency and/or restructuring space.
• Possess a Diploma or Degree in Accountancy and/or ACCA // Business Administration or equivalent

Jobs Scope:

• Preparation of documents for conflict checks.
• Liaising with clients on the documents required.
• Performing an analysis on the historical and current financial performance of the clients.
• Performing a review of historical transactions.
• Investigating the cause of the insolvency.
• Assisting in the preparation of cash flow projections and assessing the validity of the assumptions adopted, taking into account the liquidity constraints / requirements of the client.
• Liaising with government bodies such as CPFB, IRAS, MOM and CPFB.
• Liaising with various stakeholders in the administration of various forms of corporate insolvency and restructuring engagements (such as judicial management, liquidation and receivers and managers) including dealing with creditors’ queries, recovering and realizing assets and fulfilling the statutory obligations of the administrators.
• Familiarising themselves with the prevailing insolvency laws.
• Assisting the Directors and Managers on the administrative aspect of the engagements such as time reporting, preparation of the Bill of Cost, documentation tracking etc.