At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too.

The opportunity

Our Financial Services Transaction Diligence team aims to assist clients throughout the entire transaction process, and works closely with other specialists both within TAS and other Service Lines. Whilst traditional financial due diligence is a key element of our work, transaction support is much broader, incorporating assistance with strategic assessment, transaction management, negotiation and documentation, and post-completion processes.

Typically, you will analyse the financial results of financial services companies (e.g. banks, insurers, asset manager and FinTechs) targeted for sale by reviewing financial information and participating in interviews with key management of the company. You will work effectively as a team member by demonstrating your commitment to quality, sharing responsibility, providing support, maintaining communication and updating senior team members on progress. You will work on opportunities across ASEAN and occasionally across APAC.

You will also help to create a positive learning culture for junior team members and support their development. And as part of your role in the wider team, you will have a role to play in other team initiatives – for example, account management and recruitment of new teammates.

Your key responsibilities

• Understand the key business drivers, co-developing our approach with the client, agreeing value measurements with the client, providing value to the client through insights, factual conclusions and advice
• Gather, verify and analyse information, and formulate views
• Plan, prepare and review deliverables in various forms including excel databooks, written reports, presentations and discussions with the client
• Understand the capabilities of the firm and look for opportunities to sell additional services to our clients
• Work closely with all members as well as forming strong internal links within transaction support and other departments in EY both in the ASEAN and Asia-pacific to form multi-disciplinary teams

Skills and attributes for success

• Demonstrate a keen interest in the financial services sector
• Excellent analytical, report-writing and interpersonal abilities
• Ability to work well within a team
• Strong work initiative and the ability to adapt to new challenges and ideas

To qualify for the role you must have

• Bachelor's degree with minimum 3 years of relevant work experience
• Chartered Accountant or equivalent qualified
• Commercial awareness gained through direct experience of the financial services sector (either from within an Audit or Transaction Support role)
• Strong academic record
• Effective written and verbal communication
• Strong word, excel and PowerPoint skills

Ideally, you also have

• A proven record of excellence in a merger integration, acquisitions, divestitures, carve outs
• Experience gained within another large professional services organization covering the Financial Services industry

What we offer

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

Apply now.

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too.

The opportunity

We have an exciting opportunity for a Senior Associate to join our Valuations, Modelling & Economics team, focused on Financial Services sector, within Strategy and Transactions service line in Singapore.

We work across financial services sector (fintech, digital banking, traditional banking, insurtech and insurance, wealth & asset management) and operate in a broad range of disciplines including:

• M&A and fundraising valuation diligence
• Financial modelling for M&A and market entry (JV, greenfield, etc.)
• Valuation for financial reporting
• Financial modelling for FP&A (business forecasting and planning)
• Data analytics and visualization
• Other, bespoke model development

Your key responsibilities

• Have a primary focus on valuation and financial modelling to deliver projects for financial service sector clients throughout Asia
• Advise clients on M&A deals and strategic corporate finance issues
• Create and present insightful and compelling management presentations and valuation reports
• Use data analysis to address complex corporate finance and strategy problems
• Be a part of project teams comprising of colleagues from different competencies (Strategy, Transaction Strategy Execution, Transaction Diligence, Business Consulting)
• Build strong working relationships with senior clients, including influence, advice and support to key decision makers
• As part of your career development, you will: participate in sales opportunities with senior team members and clients; assist in preparing proposal documents; be supported in building client relationships at all levels

Skills and attributes for success

• Critical thinking, combined with strong numerical and analytical skills
• Prior valuation knowledge with proven ability to deliver business valuations
• Financial modelling mindset to be able to structure and develop complex but easy to use financial models
• Strong interpersonal and communications skills
• Commitment, grit and ability to work in a fast-paced/ investment environment

To qualify for the role you must have

• A Bachelor's or Master’s degree in Accounting, Business, Finance, Economics, Data Science, Engineering, or Mathematics
• At least 3 years of relevant work experience in the fields of Valuation and Financial Modelling
• Highly effective written and verbal communication skills
• Good knowledge of valuation methods and concepts (deal valuation - DCF, DDM, Market Approach)
• Ability to read and understand financial statements
• Ability to quickly create high-quality financial models (e.g., cash flow, integrated financial statement, operational and decision support models) using best practice techniques and applying sound commercial judgment
• A strong work ethic and the ability to adapt to new challenges in a collaborative team environment

Ideally, you also have (or are pursuing)

• CA/CPA or CFA
• Experience in mergers, acquisitions, divestitures, carve outs
• Experience gained within another large professional services organization
• Established networking skills in a relevant industry

What we look for

Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident team player that collaborates with people from various teams while looking to develop your career in a dynamic organization.

What we offer

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

Apply now.

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

• 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

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!

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

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)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

At EY, you will have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too.

The opportunity

Our Financial Services Transaction Diligence team aims to assist clients throughout the entire transaction process, and works closely with other specialists across EY. Whilst traditional financial due diligence is a key element of our work, transaction support is much broader, incorporating assistance with strategic assessment, transaction management, negotiation and documentation, and post-completion processes.

Typically, you will analyse the financial results of financial services companies (e.g. banks, insurers, asset manager and FinTechs) targeted for investment by reviewing financial information and conducting interviews with key management of the company. You will work effectivelyas a team member by demonstrating your commitment to quality, sharing responsibility, providing support, maintaining communication and updating senior team members on progress. You will work on opportunities across ASEAN and occasionally across APAC.

You will also help to create a positive learning culture for junior team members and support their development. And as part of your role in the wider team, you will have a role to play in other team initiatives – for example, account management, business development and recruitment of new teammates.

Your key responsibilities

• Understand the key business drivers, co-developing our approach with the client, agreeing value measurements with the client, providing value to the client through insights, factual conclusions and advice
• Gather, verify and analyse information, and formulate views
• Plan, prepare and review deliverables in various forms including excel databooks, written reports, presentations and discussions with the client
• Plan and monitor the progress of the team
• Work closely with all members as well as forming strong internal links within transaction support and other departments in EY both in the ASEAN and Asia-pacific to form multi-disciplinary teams
• Understand the capabilities of the firm and look for opportunities to sell additional services to our clients

Skills and attributes for success

• Demonstrate a keen interest in the financial services sector
• Excellent analytical, report-writing and interpersonal abilities
• Ability to work well within a team
• Strong work initiative and the ability to adapt to new challenges and ideas

To qualify for the role you must have

• Bachelor's degree with minimum 6 years of relevant work experience
• Chartered Accountant or equivalent qualified
• Commercial awareness gained through direct experience of the financial services sector (either from within an Audit or Transaction Support role)
• Strong academic record
• Effective written and verbal communication
• Strong word, excel and PowerPoint skills

Ideally, you also have

• Prior experience of working on mergers and acquisitions
• Experience gained within another large professional services organization covering the Financial Services industry
• Experience in ASEAN

What we offer

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

Apply now.

Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. And, to ensure the best experience for our 20,000+ employees across 176 offices globally, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are.

The Bloomberg Financial Solutions department of 5,000+ employees is at the forefront of ensuring success for our customers and employees alike. Our team comprises several key pillars: sales, service, operations, culture and brand. As a department, we are united by a common goal: We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg.

What's the role?

The Financial Solutions Knowledge Group is responsible for building and delivering thoughtful training programs that support the execution of Bloomberg strategy across Financial Solutions. The team strategizes together with senior management in order to design, organize, schedule and execute large-scale training so that our clients can be served in the best possible way by the most knowledgeable salesforce.

This role, reporting to the Regional Financial Solutions Knowledge Group Team Leader, will be responsible for all matters related to developing and maintaining the skills and knowledge necessary to the success of our Bloomberg Financial Solutions employees in the region.

Training can be in-person or remote, live or on-demand, synchronous or asynchronous, or web-based. A sophisticated learning management system keeps track of all learning activities in real time. Subject matter ranges from basic financial concepts to options pricing theory. On the other hand, training also includes sales models, behavioral heuristics, and navigating complex organizations.

We will trust you to:

• Propose ad-hoc trainings as solutions to business challenges
• Define and design programs that are aligned with department strategy and have clear business impact
• Understand and incorporate industry, competitive and market trends in class design
• Develop methods to measure training success and to collect feedback
• Create resources, communication, websites, enrollment processes around each training program
• Have a vision for the future of the team, current industry trends, and be able to drive new initiatives
• Manage and run a training calendar and coordinate all logistical processes from start to finish

You will need to have:

• 3+ years of a proven track record working within customer support, sales organizations, or learning, talent and development (LT&D)
• Previous experience designing and delivering sales and/or training presentations to clients within the past 3 years
• Previous experience working in the financial sector or on projects for a financial firm, as we’d like to see a basic understanding of financial products
• Proven experience of managing large, multi-stakeholder projects as part of a global team
• Ability to investigate, understand and improve complex and highly detailed processes
• The drive to both gain and share knowledge
• A talent for managing without authority, influence up and network
• A “make it happen” personality and the ability to work under pressure and to deal with tight deadlines
• Ease of learning new software like file-sharing systems, learning management systems, and video editing
• Excellent written and verbal communication skill in English
• Bachelor’s degree or degree-equivalent qualifications
• Demonstrated continuous career growth within an organisation

We’d love to see:

• Instructional Design degree or background

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!

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)
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

Job Description:

• Convert leads provided by the partner bank to sales through telemarketing;
• Handle customer enquiries with confidence;
• Correspond with customer through emails;
• Liaise with internal departments on policy fulfilment; and
• Achieve sales target for the team and individual set out by business.

Requirement:

• O levels / N level / Nitec or equivalent.
• Sales driven and willing-to-learn attitude.
• Certificate in General Insurance (BCP, PGI, HI) will be an added advantage.

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)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

Key Responsibilities:

1. General Ledger Maintenance:
   • Record and review journal entries in the general ledger.
   • Maintain and update all financial records in compliance with company policies and regulations.
2. Account Reconciliation:
   • Perform regular reconciliations of balance sheet accounts.
   • Investigate and resolve discrepancies in accounts and provide explanations for variances.
3. Financial Reporting:
   • Prepare monthly, quarterly, and annual financial statements.
   • Assist with internal reporting and provide financial data for management analysis.
4. Month-End and Year-End Close:
   • Participate in the month-end and year-end closing process.
   • Ensure accuracy and timeliness of financial reporting by coordinating with other departments.
5. Audit Support:
   • Provide supporting documents and respond to auditor inquiries during internal and external audits.
   • Implement audit recommendations to improve financial processes and controls.
6. Compliance and Best Practices:
   • Ensure compliance with GAAP (Generally Accepted Accounting Principles) or IFRS (International Financial Reporting Standards).
   • Keep up-to-date with accounting standards and regulations.
7. Other Duties:
   • Assist in process improvements for financial operations.
   • Support ad hoc financial projects as required.

Qualifications:

• Education: Bachelor’s degree in Accounting, Finance, or a related field.
• Experience: Minimum of 3 years of experience in accounting or a related field, with a strong understanding of general ledger functions. Experience in tech/gaming industry is a plus.
• Skills:
  • Proficiency in accounting software and MS Excel.
  • Strong analytical skills and attention to detail.
  • Excellent organizational and time management abilities.
  • Effective communication and teamwork skills.

FINANCIAL AND INVESTMENT CONSULTANT

Roles & Responsibilities

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial F.R.E.E.D.O.M and ensure a secure future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

Job description:

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

3. Propose solutions and planning for client investment and insurance needs.

4. Client management and retention.

5. Attend and respond to customer queries professionally.

6. Service and review financial portfolios in maintaining a long-term customer relationship.

What you get to learn:

Comprehensive and customized learning tracks according to individual development within the group, that offer structured & diverse learning modules.

Mentorship during on the job training will be provided continuously for professional development and career advancement in the financial services.

These programs are specifically designed to equip you with in-depth business knowledge, technical skills, and interpersonal skills.

You will be required to attend a number of compulsory programs; including a comprehensive business induction and other regional development program

Who thrives here?/ Requirements

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

· Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind

· Outspoken with excellent communication & interpersonal skills

· Equally motivated by working independently as well as collaborating in a team

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with you updated MS Word Resume to : k[email protected]

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)

FINANCIAL AND INVESTMENT CONSULTANT

Roles & Responsibilities

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial F.R.E.E.D.O.M and ensure a secure future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

Job description:

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

3. Propose solutions and planning for client investment and insurance needs.

4. Client management and retention.

5. Attend and respond to customer queries professionally.

6. Service and review financial portfolios in maintaining a long-term customer relationship.

What you get to learn:

Comprehensive and customized learning tracks according to individual development within the group, that offer structured & diverse learning modules.

Mentorship during on the job training will be provided continuously for professional development and career advancement in the financial services.

These programs are specifically designed to equip you with in-depth business knowledge, technical skills, and interpersonal skills.

You will be required to attend a number of compulsory programs; including a comprehensive business induction and other regional development program

Who thrives here?/ Requirements

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

· Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind

· Outspoken with excellent communication & interpersonal skills

· Equally motivated by working independently as well as collaborating in a team

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with you updated MS Word Resume to : k[email protected]

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

The Opportunity

As part of our life actuarial team, you’ll focus on high-impact opportunities to apply your knowledge and experience that will shape our services. You’ll build valuable relationships with clients and develop strong capabilities, through both formal training and working with senior mentors and talented colleagues. You will be at the forefront of issues that are shaping the insurance industry in Asia and gain a wide exposure to a diverse range of actuarial projects.

Your Key Responsibilities

As a Manager in the Actuarial team, you will be assisting and leading the delivery of a wide range of client engagements, leading or working as part of a project team, relating to IFRS 17, Appointed Actuary work, actuarial valuation, pricing and product development, actuarial modelling, Merger & Acquisitions (M&A) and due diligence. You will also be performing evaluation in areas related to financial risk, product distribution and capital issues. You will also work with advanced financial modeling approaches and systems, e.g. designing valuation and Asset Liability Management (ALM) frameworks.

Skills and Attributes for Success

• Good understanding of economic or market issues and the ability to interpret their impact on clients
• Possess strong interpersonal and teaming skills
• Has strong analytical and creative skills
• Leverage technology to continually learn, improve service delivery and maintain our leading edge best practices

To Qualify for the role, you must have

• Minimum 6 years of experience in the life actuarial team or an actuarial consulting firm.
• Newly or Nearly qualified with either the Institute and Faculty of Actuaries (UK), the Society of Actuaries (US) or the Institute of Actuaries of Australia
• Good knowledge of Prophet software
• Good written and verbal communication skills

Ideally, you’ll also have

• Depth of experience in at least one of the following areas:

- financial modeling

- financial and regulatory reporting

- product and distribution strategy

- ERM / Solvency II

- M&A due diligence

What we look for

Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident team player that collaborates with people from various teams while looking to develop your career in a dynamic organization.

What we offer

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too.

The opportunity

We currently have career opportunity for Manager to join our Valuation, Modelling & Economics team, focused on Financial Services sector, within Strategy and Transactions service line in Singapore.

We work across financial services sector (fintech, digital banking, traditional banking, insurtech and insurance, wealth & asset management) and operate in a broad range of disciplines including:

• M&A and fundraising valuation diligence
• Financial modelling for M&A and market entry (JV, greenfield, etc.)
• Valuation for financial reporting
• Financial modelling for FP&A (business forecasting and planning)
• Data analytics and visualization
• Other, bespoke model development

Your key responsibilities

• Have a primary focus on valuation and financial modelling to deliver projects for financial service sector clients throughout Asia (fintech, digital banking, traditional banking, insurtech and insurance, wealth & asset management)
• Advise clients on M&A deals and strategic corporate finance issues
• Create and present insightful and compelling management presentations and valuation reports
• Use data analysis to address complex corporate finance and strategy problems
• Lead and be a part of project teams comprising of colleagues from different competencies (Strategy, Transaction Strategy Execution, Transaction Diligence, Business Consulting)
• Build strong working relationships with senior clients, including influence, advice and support to key decision makers
• As part of your career development, you will: lead sales opportunities with senior team members and clients; lead preparing proposal documents; be supported in building client relationships at all levels.
• You will be expected to be innovative and insightful in considering industry trends and potential disruptions.

Skills and attributes for success

• Strong valuation and financial modelling skills with proven ability to deliver business valuations and create robust and flexible financial models
• Commercial mindset
• Critical thinking, combined with strong numerical and analytical skills
• Strong interpersonal and communications skills
• Commitment, grit and ability to work in a fast-paced/ investment environment
• Managing, coaching and reviewing the work of junior staff members
• Developing and guide junior staff by providing timely, and effective performance feedback/training and help them achieve their career goals

To qualify for the role, you must have

• A Bachelor's or Master’s degree in Accounting, Business, Finance, Economics, Data Science or Engineering
• International exhange experience during university or international working experience is a strong plus
• At least 5 years of relevant work experience in the fields of: valuation, financial modelling, corporate development, FP&A, preferably in a Big 4 or other large professional services organization
• Excellent knowledge of valuation methods and concepts (deal valuation - DCF, DDM, Residual Income, Market Approach; financial reporting valuation – PPA, intangible assets)
• Strong financial modelling skills and the ability to create fit for purpose financial models (e.g., cash flow, integrated financial statement, operational and decision support models) using best practice techniques and applying sound commercial judgment
• Highly effective written and verbal communication skills
• Ability to read and understand financial statements
• Demonstrated capability or strong interest in using visualization software and managing data sets (PowerBI, Alteryx, etc.)
• A strong work ethic and the ability to adapt to new challenges in a collaborative team environment

Ideally, you also have

• Experience and interest in financial services sector (fintech, digital banking, traditional banking, insurtech and insurance, asset management)
• A proven record of excellence in a merger integration, acquisitions, divestitures
• CFA, FMVA, CAIA, CVA, BIDA, CPA
• Established networking skills in a relevant industry

What we look for

Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident team player that collaborates with people from various teams while looking to develop your career in a dynamic organization.

What we offer

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

Apply now

Middle Office Senior Associate

• Handle Trade related tasks such as performing block trade confirmations
  Facilitate and monitor trade flow process
• Prepare and distribute daily trade activity and end of day reports
  Assist in the monthly metrics reporting and work with back office to resolve identified risk items
  Develop and analyze internal trade flow metrics and recommend process improvements
• Support Ops Manager in completing any assignment
  

Requirements

• Degree in Economics or Finance major will be advantage with min 3 years of work experience in the investment management or financial service industry
• Product knowledge in processing and settlement of various financial products (Fixed Income, Forex, Derivatives and Equities)

Salary: Base on experiences

Location: Central

Interested candidates are welcome to email their resume to [email protected] and CC to [email protected]

Job Responsibilities

• Liaising and Escalating with relevant BUs / Compliance to meet MAS Compliance and Regulatory standards.(PDPA & MAS Notice 626)
• Gathering Evidence for Financial Scam Reports and Escalating to relevant BU for Touchpoint / Investigation / Compensation within stipulated timeframe
• Understanding Fraud & Scam Terminology and Methodologies.
• Advisory & Prevention of Bank's Customers from Pig Slaughtering Scam, Jobs Scam, E-Commerce Scam, Phishing Link Scam (Tokenised / No chargeback right transaction, Phishing Impersonation (Government Impersonation / Friends Scam), Investment Scams
• Social Engineering Scams
• Reports For Mule Accounts / Funnel Accounts.
• Ensures highest standard of service delivery to our customers.
• Respond and react in a timely manner to escalate fraud / scam service request.
• Investigate transactions flagged as suspicious timely.
• Maintains confidentiality of the Bank’s customers and data.
• Identifies and resolves customer issues and enquires received via calls platforms completely, accurately within the committed turnaround time and in accordance with Contact Centre standards to ensure contact handling accuracy and operational effectiveness
• Educates the customer about the Bank’s products and services and directs them toward available resources for self-help.
• Resolves customer enquiry, request and feedback to the satisfaction of the customer, and complete accurately the necessary documentation and subsequent solutions.
• Ensure group compliance & control standards are observed and met in the execution of customers’ transaction requests
• Uses technology and system tools as directed and within established guidelines.
• Ensures knowledge is up-to-date by participating in individual and team trainings, meetings and reading the information posted in the Contact Centre’s knowledge management system.
• Keeps abreast with current issues in the banking environment and competitors’ innovations.

Job Requirements

• Although preferred, previous experience in Call Centre, a financial services or Fraud setting is not essential. Our dedicated onsite Training team will provide you with a specifically designed training programme and support in your new role; and to enable you to develop and provide ongoing training for all team members.
• Ability to work on staggered/rotational shifts including weekends and Public Holidays to support 24x7 Contact Centre service operations.

Shift Options (Choose One):

Option #1: Weekends Shift

Working Hours : 5 working days, 1 rest day and 1 off day per week

42.5 hours per week

Staggered shift hours : 8.5 working hours between 7 am to 10pm + 1-hour meal break in between

Rest Day and Off Day : Scheduled by Client (1 weekday + 1 weekend, non-consecutive)

Or otherwise advised by the Client

Option #2: AM & PM Shifts + Weekends / Night

- Week 1: Mon 9am-6.30pm/Tues OFF/Wed 9am-6.30pm/Thurs 9am-6.30pm/Fri 9am-6.30pm/SAT OFF/Sun 9am-6.30pm

- Week 2: Mon 12.30-10pm/Tues 12.30-10pm/Wed OFF/Thurs 12.30-10pm/Fri 12.30-10pm/Sat 12.30-10pm/Sun OFF

- Week 3: Mon 2.30pm-12am/Tues 2.30pm-12am/Wed 2.30pm-12am/Thurs OFF/Fri 11pm-8pm/Sat OFF/ Sun 2.30pm-12am

- Week 4: Mon 3.30pm-1am/Tues 3.30pm-1am/Wed 3.30pm-1am/Thurs 3.30pm-1am/Fri OFF/Sat 11pm – 8am/Sun OFF

Salary: up to $3500

Duration: 3 months contract

Working Days & Hours: Mon-Fri Office Hours

Location: Raffles Place

Job Description:

• Provide administrative and logistics support for festive and corporate gifting programs.
• Assist with inventory management for corporate gifting, ensuring proper tracking and timely updates.
• Support the Marketing team in brainstorming event ideas and executing event plans.
• Coordinate various tasks involved in gifting and events to ensure smooth and efficient operations.

Assist with documentation, scheduling, and communication for ongoing projects.

Job Requirements: Min GCE A Level/Diploma in Marketing/Business or similar

Interested candidates, please submit your resume to: [email protected]

Ally Audrey Lok Xin Woon

Recruit Express Pte Ltd (Healthcare & Lifescience)

Company EA Licence number : 99C4599

Personnel EA License: R21102307

[email protected]

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!

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!

• to support underwriters in reviewing documents, processing applications, and determining acceptance or rejection based on company guidelines.
• Additionally, the role involves assisting with underwriting various products, triaging inquiries, preparing underwriting information, and ensuring compliance with regulations and guidelines

Qualifications

• Minimally a diploma/degree in any discipline
• prior underwriting experince is required
• able to commence work immediately

Interested and qualified candidates, please send in your application to [email protected]

Ivy Yong Shi Mei

R2198995

Recruit Express Pte Ltd 99C4599

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!

A career that makes a difference

Whether you are just beginning your career or an experienced professional looking for a change.

If you are looking for an entrepreneurial role with flexibility and unlimited income potential, join us to discover more about the career as a Financial Advisor.

Key responsibilities:

• Assess clients’ financial situation to develop strategies to help client meet their financial goals.
• Provide advice on insurance to help companies and individuals plan for their financial futures.
• Help clients with financial planning in areas such as retirement, education, and investments with our full product suite.
• Review and follow up with clients on a regular basis to assess how developments in their life might affect their financial plan.
• Preparing and interpreting financial document summaries, investment performance report and income projections for clients.
• Build and maintain effective relationships with existing clients.

Benefits & Rewards

Training and professional development

We’ll help you gain the certifications, soft skills, and knowledge you need to succeed while supporting your growth with structured courses and trainings. Our dedicated managers will constantly be there to guide you through your developmental journey.

Funding Programme

We provide a structured corporate financing scheme for the first 24 months of your career to fast-track your success.

Rewards

Work hard and play hard with us as we incentivize our top performers.

Flexible incentive structure

Enjoy unlimited potential income through our multi-layered incentive structure that includes commissions, quarterly performance-based incentives, annual bonuses, and great incentive trips.

Qualifications

To join us as a Financial Advisor, you should:

• Have obtained a Singapore diploma or degree in any field
• Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
• Have good interpersonal skills and be passionate about helping customers achieve greater financial competency

The Company

Our client, a global company in the engineering sector, is currently looking for a 6 months’ contract financial analyst to join their dynamic team.

The Role

Seeking a Financial Planning & Analysis professional to support monthly financial analysis, report generation, and operating rhythms for APAC HQ. Responsibilities include planning and delivering quarterly forecasts and annual budgets, supporting bonus incentive calculations, and conducting business unit analysis. The role also involves acting as the Finance Super User, driving optimal utilization, providing training, resolving issues, and coordinating with the support team. Additionally, the role supports system enhancement projects and ensures data quality and standardized reporting. Experience with these systems and a focus on process improvement and data accuracy are essential.

Your Profile

You should possess at least a Degree in Accountancy or equivalent, with at least 7 years of experience in financial planning and analysis. You are expected to have good communication skills (verbal and written) with the ability to communicate internally with team members as well as externally with clients.

Apply Today

Please send your resume, in WORD format only and quote reference number ET13022129, by clicking the apply button. Please note that only short-listed candidates will be contacted.

Robert Half International Pte Ltd. Co. Registration no.: 200612189E | EA Licence no.: 07C5595 | Tan Yee Le (Elise) EA Registration no.: R1330020