Job Highlights :

• Competitive remuneration package with attractive commission
• Excellent dual career path to Management or Specialist level
• Candidates with leadership qualities will be groomed to become Financial Services Managers
• Lifelong dedicated sales training and supporting team
• Allowance scheme and performance bonus to jump-start your career
• Flexible working hours including WFH
• Paid holiday incentive trips and awards for achievers

Job Responsibilities :

• Learn and understand various financial products
• Acquire and manage clients’ insurance portfolios
• Source and develop a network of high net worth clients
• Analyse and evaluate the client’s financial portfolio
• Conduct Financial Needs Analysis and recommend appropriate solutions
• Assist clients on their wealth accumulation and protection needs
• Provide recommendation to help clients meet their financial goals and needs
• Suggest legacy and estate enhancement plans
• Advice on business succession and continuity
• Build and maintain good relationship with clients

Job Requirements:

• A Level, Polytechnic Diploma or Bachelor’s Degree (preferred) in any field
• Loves interacting with people and willing to do sales
• Passionate, Resilient, Resourceful and Positive working attitude
• Entrepreneurial and self-driven
• Candidates without prior experience are welcome while financial sales experience are preferred (Intensive training and coaching will be provided for all required candidates)

Role: Wealth Planning Manager/Financial Advisor
Position: Permanent
Location: Singapore (multiple locations)
Domain: Banking

Attractive remuneration and a comprehensive benefits package, great commissions.

Requirements:

• You have a bachelor's degree from a recognised university or a diploma from a local polytechnic.
• You are interested in financial planning or wealth management. Prior work experience is not a requirement.
• You enjoy interacting with people, are a good communicator and able to conduct yourself professionally.
• You are willing to work on a flexible schedule that includes weekends.

What we offer:

• We offer attractive remuneration and a comprehensive benefits package, great commissions.
• We also have a recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.
• We will provide you with structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
• We have digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers).

Please refer to U3’s Privacy Notice for Job Applicants/Seekers at https://u3infotech.com/privacy-notice-job-applicants/. When you apply, you voluntarily consent to the collection, use and disclosure of your personal data for recruitment/employment and related purposes.

Job Highlights

· Fulfilling & meaningful Career with extremely attractive remuneration model.

· Fun & Supportive team and mentors to fast-track your financial journey.

· Achieve global recognition MDRT on your first year.

· Joint fieldwork with mentorship programme.

· Unlimited High Networth Leads opportunities.

· Fully sponsored incentive trips.

Responsibilities

• Contacting high net worth Prospects & Clients to set up meetings within the office environment or at their office/home premises
• Foster a long-term and strong relationship with your prospects and clients.
• Providing financial advice and service to clients for wealth enhancement such as ETF, Bonds, Unit Trusts, Retirement Saving and Wealth Protection.
• Assist Business Owners and High Net Worth clients with risk management, mortgage optimisation, tax planning, retirement, wills and trusts, estate, and legacy planning with High Net Worth/Sophisticated financial instruments.
• Keep abreast of market trends and provide clients with the updated economic situation.
• Collaborate with the team to devise strategies based on current economic data and situation for your clients.
• Provide financial solutions to meet your client’s needs.
• Provide your clients with financial reports on an annual basis.
• Manage and grow your existing high net worth clients provided to you.

Shortlisted Candidates will be offered

1. Sponsorship of CMFAS certifications for M5, M9, M9a & HI*

2. Time-tested, Proven Success System to achieve your global recognition

3. 2 months of in-depth trainings by highly coache who are in the industry for over a decade

4. Extensive trainings provided by your mentor

5. 1 year mentorship program by various MDRT, COT and TOT in the industry

6. Joint fieldwork with your mentors

7. Fast track on your career progression

Shortlisted Candidates will enjoy

1. Monthly Allowances to kick-start your financial journey.

2. Uncapped Commission.

3. Quarterly Bonus on top of your commission.

4. Fully sponsored incentive trips of Up to 3 times annually, with one in SEA, one in Asia and one in the West.

5. Lifetime of passive income and passive income bonus from 2nd years onwards on a upward staggered basis.

6. Various other incentives and recognitions on ad-hoc basis by the organisation and branch.

Requirements

• CMFAS certifications M5, M9, M9A, HI, M8, M8a preferred, but not necessary
• Local Polytechnic Diploma , GCE 'A' Level certificate or a degree holder.
• Experienced in Sales, Marketing, Business Development, Relationship Management, or Account Management would be an advantage.
• Ambitious, results-driven, hardworking, able to work independently, meticulous, and coachable.
• Strong communication and interpersonal skills, ability to build rapport and build client relationships with a positive and engaging personality.

Responsibilities:

• Compile and consolidate subsidiaries’ monthly performance reporting data, which include sales, costs, and expenses actual result and outlook.
• Account for variance between actual result and budget with in-depth analysis of root cause.
• Analysis and monitor regional headquarter profit status, included preparing headquarter annual budget and monthly outlook, monitoring monthly profit status and explaining the gaps.
• Support projects in the business region to prepare for annual budget and forecast, which include plan guide development, consolidation of subsidiaries’ plan data in a timely & effective manner, and ensures accuracy and timeliness are correctly managed.
• Develop monthly region performance data books and monthly submission schedules, and ensure all monthly schedules are submitted on time and historical data are correctly retained.
• Leverage Business Intelligence and dashboard tools to provide visibility of business performance, and develop monthly performance reports using the tools.
  Identify trends, advise companies and recommend actions to finance managers based on sound analysis.
• Ad hoc projects based on management requests and operation needs.
  
  Requirements:
• Minimum 3 years' experience, includes management accounting related experience in regional headquarters.
• Finance and performance management knowledge, understanding companies and regional finance operations.
• Degree in Finance / Accountancy , Business, Economics or other relevant field
  Excellent analytical skills to process voluminous data, interpret trends, establish high-quality insights and business implications.
• Able to work well both independently and collaboratively in a team environment.
  Strong commercial sense, with keen eye for details and hands-on approach.
  Interest in understanding operational processes to improve quality of analysis. Willing to challenge the current process to make improvement.

Interested candidates please apply/forward your resume to [email protected]

Job Responsibilities:

• Understand and analyze the specific needs of OMS (Order Management Systems) and Custodian systems for US brokerages.
• Collaborate with internal and external stakeholders to gather detailed business requirements and produce Business Requirement Documents (BRD) and Functional Requirement Documents (FRD).
• Perform in-depth analysis of trading, clearing, and settlement workflows within brokerages.
• Identify opportunities to optimize OMS and Custodian systems for efficiency, ensuring alignment with SEC and FINRA regulations.
• Assist in UAT by developing test cases and validating that system functionalities meet defined business requirements.
• Contribute to ongoing enhancements of OMS and Custodian systems by recommending updates based on business evolution and technological advancements.

Job Requirements:

• Bachelor's degree in Business, Information Technology, or a related field.
• At least 5 years of experience as a Business Analyst, with in-depth knowledge of and hands-on experience with US Order Management Systems (OMS) and Custodian systems.
• Strong understanding of US securities market regulations, including SEC, FINRA, and DTC.
• Proven ability to gather and analyse business requirements, document workflows, and translate them into technical specifications.
• Proficient in business analysis and project management tools (e.g., JIRA, Confluence, Visio).
• Excellent written and verbal communication skills in English, with the ability to collaborate effectively across diverse teams.

HOW TO APPLY:

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

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

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

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Khor Khang Qin

EA Personnel Reg No: R22109669

Reaching Out To You: HL Assurance Pte. Ltd. ("HLAS") is a licensed insurance company in Singapore since 2012 and a subsidiary of Hong Leong Financial Group Berhad ("HLFG"), a public listed company in Malaysia.

Main Responsibilities:

Reporting to the Chief Executive Officer directly, you shall be responsible to

• Providing leadership, direction and management of the finance and accounting team
• Providing strategic recommendations to the CEO and members of the executive management team
• Managing the processes for financial forecasting and budgets, and overseeing the preparation of all financial reporting
• Advising on long-term business and financial planning
• Provide commercial insight and leadership across the business in order to exceed business plan targets
• Responsible for ensuring the risk and compliance management framework is embedded and operational for the Company

Job Requirements:

• A recognized Degree in Finance, Accountancy or any related discipline
• At least 8 years of hands on experience in similar role with supervisory responsibilities preferably in the General Insurance industry
• Excellent analytical skills and decision making, meticulous with attention to details
• Self-motivated, committed and possess high level of integrity
• Independent and a fast leaner, able to grasp processes and system quickly
• Good presentation, interpersonal, communication and leadership skills
• Able to work within datelines and under pressure

Your Career, Our Passion - COME JOIN US NOW!
Interested applicants, please forward your detailed resume, stating qualifications, reason for leaving each employment, work experience, availability, current and expected salaries.

We regret that only shortlisted candidates will be notified.

The Role

We are seeking an Investment Analyst based in Schonfeld Singapore office to provide integrated investment advice to Portfolio Manager. This person should be a team player with excellent communication skills, computer proficiency and high level of professionalism and familiar with investment markets.

What you’ll do

- Assist portfolio manager on investment research, financial statement analysis covering Asia Pacific including Japan region

- Ensure knowledge of entire investment solution suite, recommend investment solutions to Portfolio Manager;

- Prepare meeting materials; generate research materials – proprietary, economic commentary and Bloomberg etc. as needed

- Review exceptions and recommend strategy to resolve exceptions; and

- other tasks or projects as required.

What you’ll bring

What you need:

- A minimum of 7-10 years’ experience in the role of investment industry (such as Investment banks, Hedge Fund or Private Equity)

- In-depth knowledge in investment with focus on Japan equity market is a must

- Proven track record in particular with industrial knowledge or experience on financial, property, consumer, gaming or technology equities will be a strong plus

- Proficient in Python programming;

- Degree or above in computer Science, computer engineering or related disciplines; and

- Native Japanese speaker and business fluent English required.

RESPONSIBILITIES:

Your job is to provide management/strategy consulting services to companies in Singapore, Japan and ASEAN region.

• Conduct primary, secondary research and competitive analysis (e.g., offerings, market positioning, customers, financial performance, etc.)
• Evaluate potential opportunities for acquisitions, divestitures and strategic partnerships
• Perform data analysis to drive insights and make recommendations (e.g., financial modelling, cost benefit analysis)
• Develop go-to-market strategies to grow clients’ businesses; including preparation of business plans and presentation decks for board meetings
• Conceptualize and build marketing, training and investment materials

REQUIREMENTS:

• Possess understanding in finance/quantitative modeling
• A strong team player who is comfortable with diverse and dynamic work environment. Strong interpersonal and communication skill
• Ability to facilitate communications (written and oral) in Japanese language, as well as transcript writing in English and Japanese language is a plus
• Prior experience in management/strategy consulting in East Asia or ASEAN market is a plus

Our client is a global manufacturer. Due to business needs, they are now recruiting a FP&A Accountant to be part of their FP&A team for ongoing transformation projects. They are located in the North Area - easily accessible.

Responsibility:

• Coordinate the preparation, compilation, and analysis of the Annual Budget prior to its submission to the corporate office.
• Analyze financial variances and take a proactive approach by conducting meetings with operations departments to review and discuss monthly forecast performance.
• Synthesize complex data from various sources and transform it into comprehensive management reports.
• Scrutinize a wide range of records and engage with various departments to ensure data accuracy and reliability.
• Oversee SOX compliance and address internal and external audit queries.
• Enhance processes and actively participate in ad-hoc LEAN projects.

Requirements:

• Min Degree in Finance / Accountancy or any related field
• Minimum 5 years experience in FP&A and SOX
• Experience in manufacturing industry is a bonus

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]

Recruitpedia Pte. Ltd.

EA License No. 19C9682

EA Reg. No. R2198636 (Oh Puey Xin)

At Baker Tilly Singapore, we welcome highly motivated and committed individuals who share our core values to join us. We are committed to our values of leading by example, delivering quality services with integrity, communicating openly, acting ethically, and fostering a community built around civic responsibility and teamwork.

We are looking for an Assurance (Financial Services) Associate, who will be involved in various sizes of financial services audit engagements which include planning, performing, and concluding the engagement. The Assurance Associate will be exposed to a broad range of capital markets entities and investment funds such as private equities, real estate, mutual funds, variable capital companies, etc.

In this role, you will:

• Involvement in a broad range of statutory and regulatory audit assignments for our financial services clients

• Assist in obtaining all necessary audit working papers and documentation including researching and documenting facts and findings

• Identify and communicate accounting and auditing matters to managers and partners

• Identify performance improvement opportunities

• Interact with clients to help ensure that the information flow from the client to the audit team is efficient

We are looking for people with the following:

• Graduates with an Accountancy degree or equivalent professional qualification in Accountancy

• Accountancy undergraduates in the final year of study are welcome to apply

• Graduates with non-accountancy degrees who are keen to pursue qualifications as Singapore Chartered Accountants are welcome to apply

• Good command of the English language

• Strong interpersonal and client relationship skills

• Experienced candidates will be considered for the Senior Associate position

We regret that only shortlisted candidates will be notified.

Be part of a world-class Financial Advisory business

Our client, a well-renowned Financial Advisory is seeking seasoned financial sales professionals to join their team. As of January 2024, our client boasts impressive statistics: 60% MDRT, 5% COT, and 2% TOT producers.

What is offered

• 1.5 X your last drawn annual package, paid for 2 years!
• Access to Accredited Investor Funds and expand your portfolio to HNW clients
• Comprehensive training and skill enhancement programs
• Leverage on marketing support to build your personal brand amongst your clients
• Leadership route to empower like-minded individuals

Our Clients’ Requirement

• Minimum 1 years as a Financial Services Consultant
• Completed CMFAS certifications
• Previous sales experience in investment firms, IT firms, banks, or fintech companies can be considered
• You must have a Bachelor's degree (field does not matter)
• You must be a Singapore Citizen or Permanent Resident of Singapore

Job Description:

· To ensure accounts are maintained and reported as per Indian GAAP and as per local regulation.

· To check the statement of Daily HO Adjusted Capital Fund, ACU Limit, Single Borrower Limit, AMR.

· To check Weekly Liquidity Statements.

· To check Fortnightly Statements MAS610, AMR, Min cash balance, Liability base statements.

· To check Monthly MAS 610 Appendix, Variance analysis, Internationalization of SGD, RMB Return, Compliance certificate, MAS649.

· To check Quarterly Income & Expenditure Statements, Return on property sector, Classified exposure & collateral value 610-A3, Charge card/credit card facilities.

· To check Half Yearly Statements on Private equity, Venture capital, Top 100 borrowers.

· To check Yearly Statements of Assets management survey, BIS Survey, Survey of Services, International Trade in service Survey, investment abroad survey.

· To coordinate with the auditors for Financial Figures of the Bank.

· Liaison with Statutory Auditors.

· To coordinate with HO for submission of Returns and Statements.

· Implementation of accounting procedure for any new product / service.

· Financial accounting guidance to the departments.

· Taxation including withholding tax and GST

· Preparation and timely submission of Bank`s Financials.

· Any other issues that may arise from time to time, provided that they do not come into conflict with segregation of duties and they do not result in conflict of interest.

Job Requirement:

• Basic degree from an established university.

• Highly organized and has keen attention to details.

• Candidate should be Singaporean.

• Highly driven, self-motivated and able to work under-pressure

• Good interpersonal and communication skills

• Fluent in English both written and verbal

• Knowledge of Indian banking and finance regulatory requirements and landscape.

• Having the experience of Banking System.

Responsibilities:

• Analysing, verifying and interpreting data using MATLAB
• Assist in paper writing
• Willing to learn and master new theories and paradigms
• Strong technical analysis and troubleshooting capabilities Willing to learn and pick-up equations involving the Universe

Requirements:

• Bachelor’s degree/Master’s degree from top universities in Singapore, UK, and US preferred
• Previous work in a research or academic setting is advantageous
• Proficiency in programming language MATLAB
• Strong knowledge of statistical analysis and data interpretation techniques
• Ability to work both independently and within a team-oriented framework
• Proven ability to keep all matters confidential
• Ability to work flexible schedules
• Strong attention to detail and accuracy

Job ID: L4WYR477

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified

Email resume to [email protected]

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9740

http://www.peopleprofilers.com

EA License Number: 02C4944
Registration Number: R1330005
Posting Personnel: Reeve Lim Kok Kiong

Location & Details:

• Base in Singapore, One North
• Report to: Vice President, Finance
• Salary: $10,000 - $12,000

We are seeking a highly skilled Group Financial Controller focusing on delivering exceptional financial oversight, process management, and strategic contributions across the APAC region. The position requires a proactive leader adept at project and process improvement, particularly within the Singapore-based team handling group-level operations and diverse projects.

Responsibilities

• Manage and oversee regional finance operations, ensuring compliance, effectiveness, and efficiency.
• Collaborate with teams to support decision-making through comprehensive financial insights and strategies.
• Establish and refine financial processes to enhance operational performance and transparency.
• Support and oversee strategic projects throughout the region, involving travel for on-site involvement and coordination
• Lead process improvements and manage group-level projects based out of Singapore.

Requirements:

• Bachelor’s or Master’s degree in Finance, Accounting, or a related field.
• Extensive experience in financial management.
• Demonstrated success in establishing and managing effective financial processes
• Capable of providing high-level analysis and actionable insights that shape business strategies
• Excellent organizational, analytical, and concise communication skills
• Familiarity with business operations and practices in Southeast Asia
• Required frequent business travel across APAC, including to the Philippines, Malaysia and Thailand).

Interested candidates please apply online or send your latest CV to [email protected]

We regret to inform that only shortlisted candidates will be notified. Please note that your response to this advertisement will constitute informed consent to the collection, use, and/or disclosure of personal data by AlwaysHired, its affiliates and, where necessary, to relevant third parties, for purposes such as job application processing, career advisory, research, and other administrative purposes, in compliance with the relevant provisions of the Privacy Policy available at www.alwayshired.com.sg/privacy-policy

AlwaysHired Pte Ltd

Reg No: R1549345

EA: 24C2293

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)

Imagine a role where you don’t just help clients manage their wealth—you become their trusted guide to achieving dreams and securing brighter futures. As part of our expanding Wealth Advisory Team, you’ll have the unique opportunity to make a meaningful impact every day while growing your own success story.

• Providing leadership, direction and management of the finance and accounting matters in the Company
• Providing strategic recommendations to the Director and Management
• Managing the processes for financial forecasting and budgets, and overseeing the preparation of all financial reporting
• Advising on long-term business and financial planning
• Provide commercial insight and leadership across the business in order to exceed business plan targets
• Responsible for ensuring the risk and compliance management framework is embedded and operational for the Group
• Establishing and developing relations with external partners and stakeholders
• Reviewing all formal finance, HR and IT related procedures
• Reviewing of Hiring process and sustainabilty of Manpower
• Establishing of Automation to replace manpower wherever possible
• Implementation of better business development strategies to increase the current sales

​We believe that challenges are best solved together. That’s why, when you join us, you become part of a diverse and global community of problem-solvers. You'll find an unexpected mix of people who bring their unique expertise to build trust in society and tackle important issues. Here, we welcome and encourage you to lead with value and inspiration, question and challenge assumptions, as well as embrace new opportunities to deliver quality outcomes in exciting and unexpected ways, all with the support of technology.

Our Tax Services help businesses and individuals to achieve their tax objectives in today’s global landscape with the experience and foresight to make the best strategic decisions. As one of the largest tax practices in Singapore, we are a trusted advisor to clients and foster a collaborative relationship, powered by the latest technology and data-driven insights to make decisions in tax strategy, planning and compliance.

Achieving your tax objectives in today's global landscape requires experience and foresight. Make the best decisions to strategically move your business forward with confidence.

How will you value-add?

• Work across FS responsible for development of the FATCA and CRS reporting business, including sales and optimization of delivery model.
• Work closely with teams within Tax services to drive efficiency and appropriate cross-selling.
• Develop new ideas, solutions, and structures; drive thought leadership.
• Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
• Balance long-term, short-term, detail-oriented, and big picture thinking.
• Make strategic choices and drive change by addressing system-level enablers.
• Promote technological advances, creating an environment where people and technology thrive together.
• Identify gaps in the market and convert opportunities to success for the Firm.

*Only shortlisted candidates will be notified due to the high number of applicants for this role.

About CapBridge

CapBridge Pte Ltd, a member of FOMO Group, is an investment and asset allocation platform for corporate and individual investors to build a portfolio of direct investments in various public and private market instrument. alongside other institutional lead investors. Combining advanced financial technologies with comprehensive service throughout the investment and development horizon, CapBridge assists in connecting and enabling cash and treasury management, and in assisting mid or late-stage high growth companies with accredited investors and strategic buyers globally across key industry sectors.

CapBridge is based in Singapore, featuring a premier geographic presence, an unparalleled legacy of growth, and superior access to the global financing markets. We seek to transform the manner in which capital is allocated and value is optimised, realized throughout an integrated digital platform. We achieve this by by:

• Syndicating and aggregating premier cash management products
• Achieve greater portfolio diversification through exclusive and proprietary private market deal flow
• Expanding access to capital for Entrepreneurs and promising high growth companies

CapBridge is well positioned through its extensive experience in developing a world-class capital markets system, championing the interests of small enterprises, entrepreneurs and high growth companies. We are currently looking for a Relationship Manager to join our distribution team. The role is based in Singapore. We offer attractive remuneration with commission and the opportunity to join a high-performance team.

Key Responsibilities:

• Client Conversion and Acquisition: Identify and convert existing client base and seek new clients and business opportunities.
• Lead Nurturing: Cultivate relationships with current leads and convert them into investment clients.
• Relationship Management: Develop and maintain strong relationships with key stakeholders and clients. Conduct client meetings to understand their needs.
• Sales and Revenue Growth: Drive sales efforts to meet revenue targets. Develop and manage sales pipelines, ensuring timely follow-ups and conversions. Prepare and present proposals and pitches to prospective clients.
• Compliance: Ensure all activities comply with regulatory requirements.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• Minimum 3 years of relevant work experience in the financial industry (preferably with a CMFAS licence holder).
• Knowledge of the Securities & Futures Act, its relevant notices and guidelines
• Proficiency in English and Mandarin is preferred to liaise with local and international clients.
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders.
• Entrepreneurial mindset with a proactive approach to identifying and pursuing new business opportunities.
• Strong analytical and strategic thinking skills, with the ability to identify and capitalize on market opportunities.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Excellent organizational and time management skills, with the ability to manage multiple priorities effectively.

Responsibilities

• Handle monthly accounting activities for loan products, investment portfolios, and perform reconciliations, ensuring accurate and timely month-end closings.
• Review and validate daily journal entries, bank reconciliations, and oversee the work of junior team members.
• Generate and submit monthly and quarterly management and statutory reports
• Address inquiries and support requests from internal and external auditors.
• Compile annual budget reports.
• Take on any additional assignments as directed by the management

Requirements:

• Possess at least a Degree in Business, Banking, Finance, or a related field.
• At least 2 years of relevant working experience in a Bank or Financial Institution
• Good team player and able to work independently.
• Good time management skills and able to meet deadlines.
• Proficient in Excel (Macro) will be an advantage

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified.

Email resume to [email protected]

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724

http://www.peopleprofilers.com
EA License Number: 02C4944
Registration Number: R1872398

Posting Personnel: Ng Jwee Ken

Ref: L4W7Y43V

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)

Aik Lee Industries Supply

Subsidiary of Allinton Engineering & Trading

The Financial Planning & Analysis (FP&A) Manager reports to the Finance Director and is involved in most, if not all, aspects of accounting and oversees the day-to-day activities of the accounting team. He/she ensures that the organisation's finance function is well organised as well as producing timely and accurate management accounts, thus achieving compliance with corporate policies and statutory requirements.

KEY ROLES AND RESPONSIBILITIES:

· Check and audit the reasonableness and completeness of the statutory report.

· Establish and maintain robust internal control systems.

· Identify the critical cost area with different business units.

· Improve the internal control systems.

· Liaise with business units to provide insights to performance and efficiency to facilitate achievement of departmental Key Performance Indicators (KPI).

· Liaise with internal and external functions to promote understanding of business performance.

· Perform analysis of revenue performance and growth, profit and loss reports, operating variances, revenue reports and key performance indicators.

· Prepare accurate and timely statutory reports.

· Prepare the management report.

Propose cost improvement to business units

ADDITIONAL INFORMATION:

• Degree in Economics or Finance & Accounting or equivalent
• Minimum 10 years of progressive experience in financial planning & analysis of which at least 3 years in a managerial role, leading a team in a sizeable company in a consumer or engineering industry
• Pleasant, eloquent with excellent communication skills
• Strong business acumen to partner with the sales/commercial teams to drive business profitability
• Teamplayer
• Good with numbers

Job Highlights

• Guaranteed Annual Package of at least S$50,000 (Up to S$100,000)
• Warm and Supportive Team with One-to-One Mentorship
• Time-tested, Proven Success System

Job Description

Not being appreciated at your job? Overworked and underpaid? Or just starting out but seeking to have a headstart?

If you are highly motivated, love to help others, hardworking and approachable, you are the one we are looking for!

Yes we are looking for potential Financial Consultants, but not to be just any run-off-the-mill financial consultant! We will provide the training and system to be point man for all of your clients’ finances; from insurance to property, to business and even their legacy.

What We Offer:

• Dedicated training and certification awarded (IBF Banking Level 1, CMFAS M9, CMFAS M9A, etc)
• Great opportunities for career growth & development
• Different lead generation opportunities provided
• Annual overseas trips (conventions, planning conference, etc)
• Flexible working hours

Job Requirements:

• Good knowledge of banking, wealth management & insurance products is an added advantage
• Highly motivated, determined with strong integrity
• No work experience required

Think you’ve got what it takes? Maximise your potential and join our Family today!

Interested Candidates are invited to apply online via APPLY NOW button or email us at [email protected]

Shortlisted candidates will be contacted!

• Accountable for financial forecasting processes.
• Reconciles accounts, resolves discrepancies and collaborate across various finance and non-finance functions.
• Responsible for analyzing journals, producing data analysis and reports and assists with variance analysis.
• Responsible for the assembly of the annual audit information for external auditors.
• As a partner in the accounting process, recommends how to improve efficiency using automation.
• Analyzes past performance financial data and prepares budgets and forecasts for business unit management.
• Implements effective financial controls, including systems reconciliations and ensuring the integrity of reported figures.
• Plans month-end activities which includes the preparation and processing of month-end journal entries and executing a variety of actions in the accounting system.
• Performs any other relevant task as requested by management.
• Review financial records to ensure they comply with company policies and accounting principles.

Knowledge and Attributes:

• Excellent interpersonal skills with excellent communication skills (both verbal and written).
• Ability to self-manage and displays good planning and organizing abilities.
• Demonstrates excellent attention to detail and deadline driven.
• Ability to cope with stressful situations.
• Ability to deal with different individuals at all levels in the organization.
• Takes own initiative and have a solutions-orientated approach.
• Proactive and maintains a high standard of accuracy and quality.
• Strong analytical skills, and an ability to understand underlying business drivers and provide actionable insights.
• Sound and proven working knowledge of accounting practices and principles.
• Knowledge and prior exposure to international entities, foreign currency and inter-company transactions.
• Advanced knowledge tax legislative requirements locally, and in international jurisdictions.

Academic Qualifications and Certifications:

• Bachelor's degree or equivalent in Accounting or Finance or related field.

Required Experience:

• Advanced experience gained in similar role preferably within a similar global organization.
• Advanced financial accounting experience.
• Advanced experience working on financial systems / software.

Job Highlights

• Guaranteed Annual Package of at least S$50,000 (Up to S$100,000)
• Warm and Supportive Team with One-to-One Mentorship
• Time-tested, Proven Success System

Job Description

Not being appreciated at your job? Overworked and underpaid? Or just starting out but seeking to have a headstart?

If you are highly motivated, love to help others, hardworking and approachable, you are the one we are looking for!

Yes we are looking for potential Financial Consultants, but not to be just any run-off-the-mill financial consultant! We will provide the training and system to be point man for all of your clients’ finances; from insurance to property, to business and even their legacy.

What We Offer:

• Dedicated training and certification awarded (IBF Banking Level 1, CMFAS M9, CMFAS M9A, etc)
• Great opportunities for career growth & development
• Different lead generation opportunities provided
• Annual overseas trips (conventions, planning conference, etc)
• Flexible working hours

Job Requirements:

• Good knowledge of banking, wealth management & insurance products is an added advantage
• Highly motivated, determined with strong integrity
• No work experience required

Think you’ve got what it takes? Maximise your potential and join our Family today!

Interested Candidates are invited to apply online via APPLY NOW button or email us at [email protected]

Shortlisted candidates will be contacted!