Roles and Responsibilities

• Develop individualised financial advice based on clients’ financial and protection needs.
• Help clients with financial planning in aspects such as retirement, education and investments.
• Provide clients with recommendations on wealth accumulation in accordance to their goals.
• Build long-term and trusted relationships with clients.
• Keep up to date with market development, investment products and other areas that can affect the market.

What We Offer:

• Different proven platforms to be given to kickstart and advance in your career.
• Not needed to approach own family members or friends to generate leads.
• provide customizable leads platform
• Provide 1 to 1 mentorship.
• Extensive training provided by professional trainers to help you develop your knowledge and soft skills.
• Monthly allowance and other cash incentives.
• Overseas trip incentives.

Eligibility

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Minimum full certificate in GCE A Level, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent (further specific requirements may apply to determine equivalent academic qualifications).
• Good interpersonal skills.
• Committed, driven and eager to succeed.
• No work experience required.

Technical Skills and Competencies You Will Learn

• Insurance and Financial Planning Fundamentals
• Certifications in CMFAS
• Communication and Networking Skills
• Sales and Marketing Skills
• Client Relationship Management

Key Responsibilities

• Lead the annual budgeting, business action plans formulation and budget control processes.
• Establishing key assumptions and coordinate with subsidiaries on budget target.
• Perform critical and in-dept analysis of the Profit Centre's operating performance.
• Prepare materials for board and management such as business updates.
• Prepare management reports for stakeholders.
• Work closely with Group Controlling team and subsidiaries' finance team to improve the reporting processes to enhance the quality in term of timeliness and accuracy.
• Provide valuable financial / non-financial information and suggestions to drive for financial excellency.
• Establish financial and non-financial database to facilitate multiple dimension analysis.
• Prepare strategic benchmarking for Profit Centre.
• Any other ad-hoc matters assigned.

Requirements:

• At least 5 years of relevant experience in manufacturing / commodity industry.
• CPA / ACCA / CFA candidates are encouraged to apply.
• Experienced with complex budget and financial model.
• Proficient bilingual written and verbal communication skills as one needs to manage our English and Chinese-speaking clients and stakeholders.
• Analytical and attention to detail.
• Highly proficient with Microsoft Office (Excel, Power Point, Word)
• Keen interest in digitalization and automation to streamline processes.

Responsibilities:

• Provide expert investment advice and guidance to clients, ensuring their financial objectives are understood and addressed.
• Develop and maintain strong relationships with existing clients, while actively expanding your network to onboard new clients.
• Conduct thorough Financial Needs Analysis for clients, comprehensively assessing their financial situation, risk tolerance, and investment goals.
• Construct and review investment portfolios, ensuring they align with clients' objectives and risk profiles.
• Establish clients’ financial goals and recommend solutions, to help them achieve their financial goals.
• Understand your client's financial objectives and investment requirements
• Work closely with investors in proposing, delivering, and executing solutions for clients; as well as identifying new opportunities
• Stay updated on investment challenges, regulatory changes, and internal operational requirements to engage in informed discussions with clients.

Requirements:

• Minimum Diploma qualification is any field
• Confident in sales presentation and outgoing nature.
• On-job training and guidance would be provided.

Qualified or interested candidates, please submit your updated resume in MS format by using the Apply Now Button or email to [email protected]

Candidates are also encouraged to contact our office where our approachable Consultants will address any inquiries and advice you with relation to this job advertisement. Our dedicated HR Consultants will get in touch with shortlisted candidates for a confidential discussion!

R22103985 | EA License 16C7883

Overview:

Our team of Financial Advisors are responsible for the growing business of the Bank by forging deep and long-term relationships with our Clients. They are responsible for understanding our Client’s needs and provide unbiased advice in managing and growing their wealth.

Responsibilities:

• Achieve consistent sales performance
• Achieve new business and customer acquisition goals within the retail segment
• Provide dedicated client services to the branch’s clients
• Provide advisory in accordance with the Bank’s customer service and compliance guidelines
• Conduct sales presentations to the Bank’s prospective customers

Requirements:

• Bachelor Degree in a Business or Finance discipline.
• At least 1-year of financial advisory experience preferred, entry Level candidates are welcomed to apply as well.
• Confident and highly energetic.
• Self-motivated and driven.
• Good communication and presentation skills.
• Excellent leadership track record in extra-curricular activities.

We are looking for an energetic, confident and highly motivated candidate who works great in a team, and have good communication and presentation skills.

If you are seeking a dynamic sales career where sky’s the limit, talk to us!

Please note only shortlisted candidates will be notified.

About GXS Bank:

We are living in dynamic times. Technology is reshaping how we live, and we want to use it to redefine how financial services are offered. GXS Bank is a forward-thinking financial institution that aims to provide innovative solutions to our customers. We believe in the power of technology and data to drive financial inclusion and create a positive impact in our community.

About the team:

As the Head of Financial Reporting, you will be leading a team of talented professionals who are passionate about financial reporting & consolidation, financial controls, financial analysis and finance operations. Our team is dedicated to ensuring accurate and timely financial reporting, compliance with regulatory requirements, and providing valuable insights to support strategic decision-making. We work collaboratively and value diversity, inclusion, and continuous learning.

Responsibilities:
As a senior member of the GXS finance team, you will be responsible for overseeing all aspects of financial reporting & consolidation for GXS Bank, financial controls and finance operations which mainly includes accounts payable. You will play a crucial role in ensuring the accuracy and integrity of financial statements, managing the month-end and year-end closing processes, and coordinating with internal and external stakeholders. Additionally, you will be responsible for staying up-to-date with accounting standards and regulations, implementing best practices, and driving process improvements.

• Lead and manage the financial reporting team on site and off site (shared service centre), providing guidance, support, and fostering a collaborative work environment.
• Oversee the preparation and review of financial statements for GXS bank on a solo & consolidated basis along with it’s subsidiaries, ensuring compliance with accounting standards and regulatory requirements.
• Coordinate with internal and external auditors to facilitate the audit process and address any findings or recommendations.
• Develop and maintain strong relationships with key stakeholders, including senior management, regulatory bodies, and external partners.
• Monitor and analyze financial data, identifying trends, risks, and opportunities, and providing insights to support decision-making.
• Drive process improvements and automation initiatives to enhance the efficiency and effectiveness of financial reporting processes.
• Stay updated with changes in accounting standards and regulations, and ensure timely implementation and compliance.
• Provide leadership and guidance on technical accounting matters, including complex transactions and financial instruments.
• Lead the development, effective implementation and monitoring of financial controls.
• Lead the finance operations which mainly includes accounts payable process to introduce automated and smooth experience for both internal and external stakeholders with adequate controls.

Requirements:

• Bachelor's degree in Accounting, Finance, or a related field. CPA or equivalent professional certification is highly preferred.
• Extensive experience in financial reporting, preferably in the banking or financial services industry.
• Strong knowledge of accounting principles and standards (e.g., IFRS, GAAP) and regulatory requirements.
• Proven experience in managing and leading a team, with excellent leadership and people management skills.
• Analytical mindset with the ability to interpret complex financial data and provide meaningful insights.
• Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and stakeholders.
• Detail-oriented with a focus on accuracy and quality in financial reporting.
• Ability to adapt to a fast-paced and dynamic environment, and manage multiple priorities effectively.

Role Overview

The Operations Director for AI & Big Data will lead the integration and optimization of AI and data solutions to drive efficiency and support strategic growth. This role requires hands-on experience managing large-scale data projects and implementing AI-driven solutions aligned with business goals.

Key Responsibilities

• Strategy: Develop an AI and data roadmap, identifying and prioritizing opportunities to enhance efficiency and growth.
• Implementation: Oversee the delivery and deployment of AI solutions, working with IT and data science teams to ensure scalability and compliance.
• Team Leadership: Lead and mentor a team of data professionals, fostering innovation and continuous improvement.
• Optimization: Set KPIs, monitor performance, and drive process improvements based on data insights.
• Stakeholder Engagement: Collaborate with senior leaders and cross-functional teams to align AI initiatives with business needs.
• Risk Management: Ensure AI projects adhere to industry standards, ethical guidelines, and regulatory requirements.

Qualifications

• Bachelor’s Degree in Computer science or any related course.
• 10+ years in operations, with 5+ years in AI/data projects.
• Technical Skills: Proficiency in data tools (SQL, Python) and AI frameworks (TensorFlow).
• Project Management: Strong project management skills with budget and timeline oversight.

Interested candidate please click "APPLY NOW" to begin your job search journey.

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

*Seeking for an Accountant who minimum 3 years of banking experience handling financial reporting, nostro reconciliation*

THE COMPANY

This bank is reputable and established. With their current business trajectory, they are expanding their business. Currently, they seek for an Accountant to be part of their Finance team.

JOB RESPONSIBILITIES

• Handle Financial and Statutory Accounting
• Perform Regulatory/MAS reporting
• Perform Expenses processing and Nostro reconciliation
• Involve in IT projects
• Collaborate effectively with other internal and external stakeholders

JOB REQUIREMENTS

• Degree in Accountancy/Commerce or ACCA or any other relevant education
• Minimum 3 years of banking experience handling financial reporting, nostro reconciliation
• Proficient in Excel
• Meticulous, resourceful, team player, strong interpersonal and communication skills

If you will like to explore this opportunity, please email your resume in Microsoft Word format to [email protected]

We thank you for your interest and will contact shortlisted candidates for more detailed discussion.

For more job openings, please visit our website at https://resolutehunter.com/opportunities/

EA Licence 18C9105

EA Reg R1105305

Swiss-Asia Financial Services Pte Ltd

A pioneer in diverse Wealth and Fund Management activities in Singapore, we are a Leading Independent Wealth Management and Fund Platform in Asia and are looking for a Business Development Manager to join our dynamic team.

Swiss-Asia Financial Services provides a dedicated incubation space for Wealth Managers, Hedge Funds and Family Offices. Extensive experience paired with a broad global network of industry suppliers ensures significant competitive advantages across a broad range of services.

Swiss-Asia Financial Services Pte Ltd Singapore holds a Capital Markets Services (CMS) License under the Singapore Securities and Futures Act (SFA) to conduct regulated activities in Fund Management and Advisory for accredited investors.

Responsibilities:

Networking and Opportunity Identification:

• Demonstrate networking strength and utilize your networks across APAC to identify new opportunities, diversify revenue channels, and capture new client segments.

Client Solutions:

• Understand the Swiss-Asia ecosystem thoroughly and deliver innovative business solutions to clients.

Revenue Pipeline Management:

• Proactively build and maintain a robust new revenue pipeline, showcasing quarterly growth.

Activity and Progress Management:

• Maintain a high level of activity with meaningful progress, including making calls, scheduling meetings, defining next steps, and following up promptly.

Sales Quota Achievement:

• Meet or exceed sales quota goals and objectives consistently.

Industry Representation:

• Represent Swiss-Asia by actively participating in and speaking at panels and industry conferences to share your expertise on the industry and market trends.

Client Upselling:

• Identify opportunities for upselling to existing clients, ensuring their evolving needs are met.

Brand Ambassadorship:

• Act as a brand ambassador in all client interactions, consistently embodying Swiss-Asia's values and commitment to excellence.

Requirements:

Experience:

• 5-8 years of experience in Business Development, Campaign Management, or Product Management within the corporate and fund & wealth service industry, preferably in both B2C and B2B setups.
• Proficiency in European languages, specifically English and French, as well as one additional European language, is required. Proven Experience working with European clients and exposure to European market

Education:

• Bachelor’s degree in finance, business, or a related field is preferred, or relevant coursework in these areas.

Industry Expertise:

• Demonstrated expertise in Mutual Funds, Structured & Wealth Products, with a deep understanding of market dynamics.

Communication Skills:

• Strong verbal and written communication skills, with the ability to articulate ideas effectively.

Organizational Skills:

• Exceptional organizational skills and attention to detail, capable of managing multiple tasks and projects concurrently.

Work Style:

• Ability to thrive both independently and collaboratively in a fast-paced, dynamic environment.

We are looking for a strategic Senior Manager, Finance / Financial Controller to oversee our financial operations and report directly to the CFO. This role requires a proactive leader to develop and implement financial strategies that align with our company goals while ensuring compliance with regulations.

Key Responsibilities:

Financial Reporting & Compliance:

• Ensure timely reporting of management accounts, statutory accounts, and tax returns.
• Liaise with external auditors for annual audits.
• Ensure compliance with group policies, GAAP, and local laws.

Budgeting & Forecasting:

• Manage the annual budget and financial forecasts.
• Prepare regular financial planning reports, including profit and loss and cash flow forecasts.

Accounting & Administration:

• Oversee the finance department and accounting systems.
• Coordinate audits and ensure proper filing of tax returns.

Treasury Management:

• Oversee cash flow planning and investment management.

Leadership & Team Development:

• Lead and mentor the finance team, managing workload and performance.
• Participate in strategic decision-making as part of the executive leadership team.

Requirement:

• Bachelor’s Degree in Accounting or Finance, with a strong understanding of accounting systems and tax regulations.
• Minimum of 8 years of experience in finance or accounting roles.
• Proven experience in financial planning, analysis, and reporting.
• Strong knowledge of SFRS, GAAP and regulatory compliance.
• Excellent leadership and communication skills.

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

Our client is a publicly listed financial services group in Southeast Asia.

• Create and execute channel distribution strategies to increase market share and reach new customer segments.
• Identify, negotiate, and cultivate relationships with key partners, distributors, and resellers to enhance product distribution and sales.
• Analyse market trends and competitive landscape to identify new partnership opportunities and inform strategy.
• Track the performance of distribution channels and partnerships, offering insights and recommendations for continuous improvement.

Requirements:

• Degree in Business/Marketing or equivalent.
• At least 3 years of Channel Management/Business Development/Partnerships experience.
• Proficient in CRM tools (e.g., Salesforce) and project management software.
• Proven ability to enhance and manage distribution channel performance.
• Strong negotiation and relationship-building skills.

If you are keen to apply for the position, kindly email your detailed resume in MS Word to [email protected]

Please note that only shortlisted candidates will be notified.

For more job opportunities, please visit our website at www.recruit-expert.com

EA Licence: 19C9701

Registration: R21100996

(Central REGION) - Near Bendemeer MRT

Highlights:

- Able to start work immediate or within short notice period.

- 5days/week

- 830am - 6pm

- Full set (AR AP GL), Financial reporting

Job Description:

• This role will require you to support GL, AP and AR activities, and to be part of the monthly closing process and other recurring accounting activities for the entity.

• Ensure timely, accurate month-end closing and financial reporting to Management.

• Responsible for preparation and closing of monthly and annual financial statements.

• Coordinate and liaise with internal parties to support intercompany activities.

• Coordinate and liaise with external parties like external auditors, tax agents, corporate secretarial agents, local tax and government authorities where required.

• Support and ensure compliance with all finance filing requirements, tax filing requirement (GST/WHT/CIT/…), audits, procedures, and forms both statutory and internal.

• Any other duties as assigned.

Requirements:

• Bachelor’s degree in one of: business, finance, accountancy or similar field. CA, ACCA, CPA or CMA Certification is preferred.

• 2 - 3 years of experience working in audit, accounting/finance-related or similar field.

• Advance understanding and knowledge of Accounting in Construction Industry

• Highly flexible, creative problem solver, with a strong ability to multi-task.

• High tolerance for ambiguity, changing work priorities and deadlines, and a willingness to take on responsibilities and to prioritize own work on multiple projects.

• Strong analytical and problem-solving skills, with the ability to analyse complex data, identify trends, and communicate insights effectively.

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: Chris Poh Tze Zheng

EA Personnel Reg No: R24120101

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, kindly send your resume in MS WORD format or 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: Lee Jun Siong (Johnson)

EA Personnel Reg No: R24120242

Job description:

Financial System

• Design and establish the companys financial management system (chart of accounts, funding, taxation).
• Promote deep integration of finance and business, providing support for company decision-making through data analysis and financial reporting.

Financial Reporting

• Prepare accurate and timely monthly, quarterly, and annual financial statements, including income statements, balance sheets, and cash flow statements.
• Ensure compliance with accounting standards and regulatory requirements.

Budgeting and Forecasting

• Collaborate with management to develop and manage the annual budget.
• Monitor budget execution and conduct variance analysis to identify areas for improvement or focus.

Financial Analysis

• Conduct financial analysis to support business decisions, investment opportunities, and cost-saving initiatives.
• Identify trends, risks, and opportunities through financial modeling and scenario analysis.
• Provide recommendations for improving financial performance and operational efficiency.

Internal Controls

• Establish and maintain internal control procedures to safeguard company assets and ensure the accuracy of financial data.
• Conduct regular reviews and audits to assess compliance with internal policies and procedures.
• Implement necessary corrective and improvement measures to strengthen internal controls.

Cash Management

• Manage cash flow and liquidity to ensure sufficient funding for operational needs and strategic investments.
• Monitor banking activities, including reconciliations, deposits, and withdrawals.
• Optimize cash management processes.

Requirements:

• Graduated with a Bachelor's degree in accounting, finance or a related field
• Possession of CPA, ACCA, or equivalent international accounting qualification;
• Familiarity with Singapore accounting standards or IFRS.
• Over 5 years of financial work experience (Big 4 accounting firm will be a plus)
• Experience in Singapore finance sector is preferred

Responsibilities:

A Financial Counsellor is required to report to both Finance department and Operations department. Responsible for the counseling of patients on the use of CPF (Central Provident Fund) Medisave accounts, explain chronic care management packages available at our polyclinics, process case documents and work with polyclinic staff to provide a wonderful visit experience for patients. A Financial Counsellor is expected to perform all of the following areas of financial counseling functions:

• Counsel and explain to patients the principle and ruling of MediCare Assistance scheme.
• Assess patients' financial status and eligibility.
• Assess and perform medical bills waiver for eligible patients.
• Counsel patients on managing their medical bills settlement during assessment.
• Attend to patients' enquiries and assist in the application for medical subsidy & financial assistance schemes.
• Ensure the completeness of application submitted.
• Ensure proper filing and safekeeping of Medisave Authorization Form (MAF).
• Perform reconciliation of MAF (Medisave Application Form) against Medisave sign-up in the system on daily basis.
• Conduct peer's audit check on MediCare Assistance.
• Perform checks on documents submitted to Finance department for patient refund voucher, waiver, etc.
• Operate as Business Office for clinic by acting as the main contact for Finance department on finance-related matters.
• Provide support to clinic staff as & when requested.
• Any other responsibilities as assigned by the supervisors.

Requirements:

• Diploma holders in Accounting / Business / Commerce / Economics. with at least 2 years of working experience. 1 to 2 years working experience in customer service, healthcare setting or social/community services will be an added advantage..
• Good proficiency in MS Office applications such as MS Excel.
• Strong organisational skills, meticulous and able to work independently in a fast-paced environment.
• Good interpersonal skills to relate to people.
• On 5.25 workdays, alternate half Saturday.
• To base at Polyclinics located at Woodlands, Sembawang, Yishun, Khatib, Ang Mo Kio, Hougang, Toa Payoh, Geylang & Kallang.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

Singlife is a leading homegrown financial services company offering consumers a better way to financial freedom. Through innovative, technology-enabled solutions and a wide range of products and services, Singlife provides consumers control over their financial wellbeing at every stage of their lives.

In addition to a comprehensive suite of insurance plans, employee benefits, partnerships with financial adviser channels and bancassurance, Singlife offers investment and advisory solutions through its GROW with Singlife platform. It also offers the Singlife Account, a mobile-first insurance savings plan.

Singlife is the exclusive insurance provider for the Ministry of Defence, Ministry of Home Affairs and Public Officers Group Insurance Scheme. Singlife is also an official signatory of the United Nations Principles for Sustainable Insurance and the United Nations-supported Principles for Responsible Investment, affirming its commitment to finding a better way to sustainability.

First announced in September 2020 and valued at S$3.2 billion, the merger of Aviva Singapore and Singlife was the largest insurance deal in Singapore then and created one of the largest homegrown financial services companies in the republic.

Key Appointment

Work within a team responsible for the account management of allocated partnerships; establish and sustain good working relations for the long-term growth of business.

This role will also work closely with the team to deliver on the strategic direction to achieve sales target and business objective as well as to ensure all sales and operational processes are compliant with the regulatory & compliance requirements.

Key Responsibilities

This role shall work closely with the Head of Business Development and the team to implement the strategic direction of the cluster under their care and shall ensure that the achievement of their targets and business plan is in congruence with the department’s overall objective.

Sales Cluster Management:

• To ensure growth targets on APE and headcount within the appointed cluster are met.
• Conduct strategic planning and business needs analysis with the leaders and wealth planners of the appointed cluster to align financial objectives.
• Actively engage team leaders in their recruitment activities to facilitate growth.
• Where appropriate, takes a lead role with stakeholders at a working level to discuss sales management approaches for target clients.

Key Decisions within the Role

• From time to time, will be assigned the lead role in the development of sales ideas for the Partnership Distribution team, including the training of the team.
• Where necessary, the role holder shall engage and collaborate with other internal Singlife's departments to up the level of operational service standards and for the delivery of business plans.
• Create and maintain a risk management environment that ensures risks taken by the function are identified, assessed and frequently monitored, managed and reported against

Requirements

• More than 5 years of relevant experience in the Financial or Insurance Industry
• Experience in sales force / sales agency management or business account management
• Good inter-personal and effective communication skills both written and verbal, building strong relationships at all levels
• Detail focused, highly analytical orientation
• Demonstrated ability to think strategically with problem solving skills
• Ability to work independently with good time management skills
• Highly motivated and well-organized
• Good standard of professional presentation and group facilitation skills
• Good knowledge of insurance practices, operations and processes.
• Good knowledge of MS Office applications.
• Good knowledge of the Life insurance industry with knowledge in Life Health and ILPs products..
• Highly adaptable to changes

Key Stakeholders

External: Sales force within the BDMs of other insurers

Internal: Other departments within Singlife and Singlife FAPropel

If you find yourself able to demonstrate the criteria above, apply with us now. We look forward to your application.

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!

Roles and Responsibilities

• Prepare monthly accounting entries for all loans related products, investment portfolios and reconciliation in accordance to the Singapore Financial Reporting Standards (SFRS) and ensure smooth and accurate month-end closing;
• Prepare quarterly SFRS(I)9 Expected Credit Loss (ECL) computations and annual recalibration exercise and review;
• Review daily journal entries, bank reconciliations and work performed by junior staff;
• Prepare monthly, quarterly reports after month-end close for submission for regulatory and management reporting;
• Prepare annual budgeting reports;
• Cover duties when peers are on leave
• Any other duties as assigned by Head of Department.
• Liaise and handle queries and requests from both internal and external auditors;

HOW TO APPLY:

Interested applicants, kindly send your resume in MS WORD format or 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: Lee Jun Siong (Johnson)

EA Personnel Reg No: R24120242

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.