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

Transform Yourself By Transforming Lives

Job Scope:

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

Benefits:

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

Requirements:

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

Thank you for applying.

Job Description:

· Providing financial advice based on clients’ financial and protection needs

· Providing recommendation to clients on wealth accumulation and legacy planning

· Providing corporate solutions for business entities

· Delivering a high level of professional customer service to customers

· Building and cultivating client relationships

Job Requirements

· Sales/marketing experience will be an advantage

Job Description:

· Providing financial advice based on clients’ financial and protection needs

· Providing recommendation to clients on wealth accumulation and legacy planning

· Providing corporate solutions for business entities

· Delivering a high level of professional customer service to customers

· Building and cultivating client relationships

Job Requirements

· Sales/marketing experience will be an advantage

About Us

We are a trusted One-Stop Integrated Financial Services Provider dedicated to offering innovative and comprehensive financial solutions. Our services encompass wealth management, insurance, estate planning, and investment advisory, empowering individuals and businesses to achieve their financial aspirations.

We are seeking enthusiastic and driven professionals to join our team as Financial Services Specialists. If you thrive on challenges, excel in client relationships, and are passionate about helping others achieve their financial goals, we invite you to embark on this rewarding career journey. Candidates with relevant experience may be considered for a Team Lead role.

Your Role

As a Financial Services Specialist, you will provide expert advice, foster strong client relationships, and contribute to business growth through strategic solutions and excellent service.

Key Responsibilities:

• Client Relationship Management: Build, nurture, and maintain long-term relationships with clients.
  Understand clients' financial goals and provide personalized recommendations.
  
• Wealth Management & Advisory: Offer professional advice on financial planning, investments, insurance, and estate planning.
  Conduct regular reviews of client portfolios to ensure alignment with their objectives.
  
• Sales Excellence: Drive the sales of financial products and services, consistently meeting or exceeding performance targets.
  Present tailored solutions to clients in a clear and compelling manner.
  
• Business Development: Identify and seize new opportunities through referrals, networking, and outreach.
  Implement innovative strategies to expand the client base and grow revenue.
  
• Entrepreneurial Leadership: Embrace challenges with creativity, resilience, and an entrepreneurial spirit.
  Lead by example and take ownership of both personal and team success.
  
• Compliance & Market Knowledge: Stay informed on market trends, financial regulations, and product developments.
  Ensure adherence to industry standards and company policies in all activities.
  

What You Bring

• Educational Qualifications: Minimum Polytechnic Diploma.
  
• Experience & Skills: Entrepreneurial mindset with a passion for solving challenges and achieving results.
  Strong interpersonal and communication skills to establish trust and rapport.
  Proven expertise in sales, client relationship management, and business development.
  Knowledge of financial services and wealth management is an advantage.
  
• Certifications: CMFAS certification is a plus but not mandatory.
  

What We Offer

• Attractive Compensation: Competitive salary with performance-based bonuses.
• Incentive Trips: Annual trips to reward and recognize top achievers.
• Recognition: Awards and accolades for exceptional performance.
• Career Growth: Opportunities to advance into leadership roles, including Team Lead positions.
• Dynamic Environment: A supportive and collaborative workplace that encourages innovation and professional growth.

Why Join Us?

We don’t just offer a job; we provide a pathway to success and fulfillment. As a Financial Services Specialist, you’ll have the opportunity to make a difference in clients’ lives, grow your career, and be part of a team that values excellence and innovation.

Ready to shape your future? Apply now and start your journey with us!

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.

Responsibilities:

- Familiarity with Singapore, Hong Kong and international financial systems and requirements.

- Responsible for the development of the group's financial management system, including financial accounting, fund and budget management, financial supervision and analysis, internal control system, etc., with ongoing monitoring of effectiveness.

- Participate in the formulation of company strategies and provide financial analysis and decision-making support for key company matters, production and operations, business development, and external investments.

- Coordinate the preparation and implementation of the company's annual financial budget, organize comprehensive budget management, inspect budget execution, and analyse and adjust budget plans.

- Develop the company's financial analysis system, organize regular financial and special analyses (monthly, quarterly, and annually), and provide decision-making analyses.

- Lead financial management, cost management, budget management, accounting supervision, auditing, inventory control, etc., striving to reduce costs, increase revenue, and improve efficiency.

- Organize regular training and professional guidance for financial system personnel, continuously improving the overall skills and management level of the department.

Requirements:

- Bachelor's degree or above in finance or related majors, with preference for CPA or international financial-related certificates. Fluent in spoken and written English and Mandarin.

- Over 8 years of experience as a financial head in a medium to large Hong Kong-listed company.

- Over 6 years of financial management experience in large-scale listed manufacturing companies (with a scale of over 5 billion), with strong comprehensive capabilities in group budgeting, manufacturing costs, and operational analysis.

- Familiar with financial management, with experience in team management (over 80 people), and familiarity with manufacturing process costs.

- Proficient in financial-related software such as SAP and ERP.

- Familiar with national and local regulations and policies, proficient in accounting laws, accounting standards, and financial regulations.

- Strong organizational, coordination, and teamwork skills, with excellent analytical and coordination abilities.

EMPOWERING PEOPLE TO MAKE A DIFFERENCE

At Howden, we employ talented individuals and empower them to make a real difference to the company, whilst building successful and fulfilling careers.

The entrepreneurial atmosphere is one of the biggest reason people love to work for us. We are a leading independent, global insurance brokers but have a noticeably flat hierarchy. It doesn’t matter how junior or senior, anyone with a good idea will be heard. This means our employees can shape their own career paths and determine their own success.

This atmosphere attracts the brightest talent in the market. If that includes you, get in touch.

A LEADING GLOBAL INDEPENDENT BROKER

Howden is a specialist commercial insurance broker. Its regional footprint covers Singapore (regional headquarters), Malaysia, Hong Kong, Indonesia, Thailand, and Philippines. It is part of the London-headquartered Howden Broking Group, a leading independent, global broker with offices in over 40 countries worldwide.

The job holder is responsible for supporting the Group Head of Financial Crime in providing Subject Matter Expert (SME) support for all financial crime subjects (ABC, AML, Fraud and Economic Sanctions) to the group’s entities around the world. This also includes oversight and implementation of Group financial crime policies which ensure compliance with all legal and regulatory requirements. The job holder will join an international team acting as a local business partner in the Asia region.

YOUR ROLE AND RESPONSIBILITIES:

1.Strategy and Planning:

• Act as a business partner providing support and advice to regional and local management teams to deliver the Group’s strategy and minimum standards for sanctions and financial crime, as set out in the Group’s principles for business.
• Support the Group Head of Financial Crime in preparing materials for divisional and Group level governance, including the annual financial crime plan and quarterly updates against planned activities.
• Deliver high quality advice to the business in a practical and commercially focused way in relation to financial crime and money laundering and all relevant matters that reduce risk, resolve issues and maximise the opportunity for the Local Entity to deliver on its goals
• Analyse and interpret issues in a timely fashion and advise the business how best to take account of them in its operations

2.People Management/Personal Development:

• Actively undertake personal development to ensure up to date knowledge and understanding of best practice
• Manage personal workload proactively and support both the central Financial Crime team and key stakeholders in the business in meeting agreed deadlines
• Encourage essential behaviours and maintain a high level of personal and professional confidence

3.Policy, Process and Procedures:

• Act as business partner to regional and local management delivering and advising on Groupwide initiatives
• Assist in collating MI on the design and delivery of Groupwide initiatives to report progress to the Group’s risk committee
• Support the preparation and annual review cycle of Groupwide policies related to Financial Crime
• Perform second line led assessments of financial crime arrangements at a local and regional level, including preparing recommendations for improvement where appropriate
• Assist local management in addressing financial crime related second line of defence or third line of defence findings
• Support internal record-keeping and filing internal and external reports where appropriate/necessary
• Receive and evaluate internal reports of suspicious transactions or financial crime related alerts and, where necessary, to make the required internal notifications to senior management and make external reports to the National Crime Agency (NCA) or other relevant bodies

4.Environment, Customer Focus and Relationships:

• Build and maintain close links with peers, key internal and external stakeholders, working with the business and other functions to share information, identify risks and deliver business growth
• Liaise with external auditors as required
• Solicit advice and guidance, when appropriate, from the Board or external sources (e.g. legal advice)
• Share information that could be beneficial to Local Entities, Regions or Group
• Remain aware of external, industry, legal and regulatory developments etc. to ensure practices and outputs are of a sufficiently high standard
• Conduct regular external analysis and attend external forums etc. to remain aware of industry developments and ensure practices and outputs are in line with best practice

5.Technical:

• Manage assigned projects and contribute to other projects as required
• Respond appropriately to urgent issues as they arise
• Support the Group head of Financial Crime in identifying trends and Group requirements for financial crime advice and guidance
• Review internal controls and ensure they are adequate, implementing improvements as required
• Contribute to action plans and defining controls for identified risks and bring the business on board to any changes being implemented
• Support in preparing reports to the Audit and Board/Exec Committees, collating information, interpreting findings and providing detailed analysis where necessary
• Ensure transactional activity and corporate actions are processed in a timely and accurate manner
• Management, delivery and oversight of the group’s financial crime training for management and staff in order to ensure compliance with regulatory requirements, including bespoke training for higher risk areas/countries
• Undertake and regularly refresh a group wide risk assessment on financial crime
• The production, distribution, assessment, review of (and thereafter oversight that the group entities are acting on accordance with) policies in relation to Financial crime to ensure that the groups systems and controls are in full compliance with regulatory requirements

OUR IDEAL CANDIDATE WILL BE:

• Minimum 6 years experience in similar roles either in practice or in industry
• An excellent understanding of UK AML regulations and the knowledge and understanding of how to file a Suspicious Activity Report (SAR)
• Expertise in assessing money-laundering risk
• Track record of promoting risk management, compliance and good corporate governance
• Managerial experience preferable
• Track record of delivery results both in routine and project mode, and managing priorities to meet deadlines
• Ability to deliver and understand complex management information
• Proven leadership skills with demonstrable evidence of creating and leading in a high performance working culture

YOUR BENEFITS AND SALARY:

• Commensurate with qualification and experience
• Working in a collaborative environment with excellent learning opportunities

If you think we are the right fit for you and you are the talent we should be grooming, please send in your CV (include notice period, last drawn salary, any AWS entitlement) to impress us. We will call you for an interview.

We are looking for committed and passionate individuals who want to make a difference, with a positive attitude and strong work ethnics.

Job Description:

Fast track career path towards management

Comprehensive on-job training will be provided continuously for professional development and career advancement in Financial and Investment industry

Learn Digital Marketing, Advertising and Analytics skills, Content Marketing, Search Engine Optimisation, to stay relevant in the ever changing Digital World

Personal mentor-ship with various accomplished lifetime Million Dollar Round Table, Court of Table, Top of Table members to impart their valuable expertise

Requirements:

Minimum Education Criteria: Local Diploma or Bachelor's Degree

Management: 1 year (Preferred)

Sales: 1 year (Preferred)

Top reasons to join us:

Competitive remuneration package

All-expense paid travel opportunities yearly

Recognition for individual efforts

Dynamic and fun company culture

Maintain Work-Life Balance by having flexibility of managing your own time and schedule

Have a chat with us to find out if this career aligns with your goals and aspirations.

Key Duties and Responsibilities:

(a)Financial Planning

• Assist in formulating the company's future direction and supporting tactical initiatives
• Monitor and direct the implementation of strategic business plans
• Develop financial and tax strategies
• Manage the capital request and budgeting processes
• Develop performance measures that support the company's strategic direction

(b)Financial Operations

• Oversee the day-to-day financial operations
• Participate in key decisions as a member of the executive management team
• Maintain in-depth relations with all members of the management team
• Manage any third parties to which accounting or finance functions have been outsourced
• Oversee employee benefit plans, with particular emphasis on maximizing a cost-effective benefits package

(c)Financial Information and Reporting

• Oversee the issuance of financial information and reports
• Report financial results to the board of directors and shareholders

(d)Funding and Investments

• Monitor cash balances and cash forecasts
• Arrange for debt and equity financing
• Investment of funds

(e)Investors and Third Parties Relations

• Participate in conference calls with the investment community
• Maintain banking relationships
• Represent the company with investment bankers and investors

Requirements:

• Bachelor’s Degree in Finance, Accounting, Business Administration, or related field
• CPA qualifications are on added advantage
• At least 10 years of relevant experience in a senior finance leadership role of a financialservices firm
• Strong foundation in finance and in-depth understanding of internal controls, corporate governance, regulatory compliance and accounting standards
• Good commercial and business acumen
• Strong leadership and interpersonal skills
• Excellent written and verbal communication skills
• Proficiency in Mandarin advantageous to be able to liaise effectively with native Mandarin-speaking stakeholders and to understand Chinese documents.

A PLUS MANPOWER SERVICES PTE LTD EA License No. 16C8280 MOM Reg No. R22107790

Quantitative Trading Engineer / Quantitative Researcher

Working day: Monday to Friday, 9am to 6.30pm

Working location: Raffles Place

Salary: Discuss during interview

Responsibilities

Strategy Development:

• Use AI technologies such as machine learning and deep learning to intelligently optimize investment strategies and improve the performance of strategies in actual transactions.
• Extract predictive signals from financial data through both traditional statistical analysis methods and cutting-edge machine learning techniques.
• Formulate and apply mathematical modeling techniques to enhance existing trading strategies and perform innovative new research with the goal of identifying and capturing trading opportunities.

Data Analysis：

• Collect and analyze large financial datasets (market data, news, social media, etc.).
• Work with large data sets to predict and test statistical market patterns, combining knowledge of systems, mathematical techniques, and trading to identify the best places to improve the trading system.
• Build and optimize feature engineering pipelines to improve model prediction accuracy.

Financial Modeling:

• Construct, back-test, maintain, and improve financial models to support trading activities.
• Conceptualize valuation strategies, develop, and continuously improve upon mathematical models and help translate algorithms into code
• Conduct research and statistical analysis to build and refine monetization systems for trading signals
• Optimize the order execution and risk management of our trading system
• Create robust solutions to problems presented in the trading environment
• Build regression, classification, reinforcement learning and other models for market forecasting and trading decisions.
• Tuning the model's hyperparameters to improve model performance and stability.

Strategy backtesting and real-time testing:

• Backtest historical data to evaluate the strategy's yield, volatility, drawdown and other indicators.
• Deploy the strategy to the real-time environment, track performance and continuously optimize.

Requirements

• Master’s degree or above in Statistics, Mathematics, Applied Mathematics, Computer Science, Financial Engineering or equivalent.
• At least 2 years of experience in quantitative trading and machine learning modeling.
• Proficient in programming languages ​​such as Python, C++, Java, etc.
• Familiar with common machine learning frameworks such as TensorFlow, PyTorch, Scikit-learn.
• Familiar with quantitative trading systems, data flows and algorithms.
• Deep understand the structure of financial markets and be familiar with markets such as virtual currencies, stocks, futures, and foreign exchange.
• Experience in large-scale data processing, proficient in using SQL, NoSQL, Hadoop and other tools.

Bonus Skills

• Experience in developing high-frequency trading strategies will be an advantage.
• Participated in AI competitions (such as Kaggle) or published papers in top conferences (such as NeurIPS, ICML) will be an advantage.
• Familiar with cutting-edge AI technologies such as reinforcement learning, and generative adversarial networks (GANs) will be an advantage.

About the role:

As a Financial Planning Associate on our Management Trainee Path, you will receive comprehensive training and hands-on experience in all aspects of financial planning, including budgeting, investment strategies, risk management, retirement planning, and client advisory. You will have the opportunity to work closely with our agency leaders, participate in cross-departmental projects, and gain exposure to strategic decision-making processes.

The goal is to prepare you for a future leadership position within the company, helping you transition into a managerial role within 18-24 months, depending on your progress.

Key Responsibilities:

• Acquiring clients and providing ongoing service to build and maintain long-term, sustainable relationships.
• Assist in creating financial plans for individuals and businesses, considering their long-term goals, risk tolerance, and financial situation.
• Support clients with risk management, wealth accumulation, retirement and legacy planning.
• Conduct market research and stay up-to-date with the latest financial trends and regulatory changes.
• Attend training sessions, workshops, and leadership development programs to accelerate your career growth.
• Take on increasing responsibility, including managing client accounts and leading projects as you progress through your career.

Requirements:

• Singaporean or Singapore Permanent Residence Only.
• At least 21 years old (regulatory requirement).
• Full diploma of at least 2.5 years or 900 hours of coursework, GCSE ‘A’ Level certificate or a degree holder.
• Local polytechnic diploma or Bachelor Degree or higher.
• Required to take 4x CMFAS Papers: RES5, M9, M9A, Health Ins (HI) (Training will be provided)
• Strong communication and interpersonal skills, ambitious and hard-working.
• Able to work independently and as part of a team.

Location: Singapore
Company: Summit Planners Crusaders Pte Ltd
Employment Type: Full-Time

About Us

At Summit Planners Crusaders Pte Ltd, we pride ourselves on being a trusted One-Stop Integrated Financial Services Provider, offering comprehensive and innovative solutions in wealth management, insurance, estate planning, and investment advisory.

We’re seeking an ambitious and results-driven Sales Specialist to join our growing team. If you’re passionate about building relationships, delivering tailored financial solutions, and excelling in a dynamic environment, this is your opportunity to shine!

Your Role

As a Sales Specialist, you’ll take charge of driving business growth, providing exceptional client service, and achieving financial success for both clients and the company.

Key Responsibilities:

• Client Relationship Management:Build, cultivate, and maintain strong relationships with clients.
  Understand clients' financial needs and provide customized solutions to meet their goals.
  
• Sales Excellence:Drive sales of financial products, including investments, insurance, and estate planning solutions.
  Develop strategies to meet and exceed sales targets and revenue goals.
  
• Wealth Management Solutions:Offer expert advice on wealth management, helping clients grow and protect their assets.
  Conduct regular portfolio reviews and recommend adjustments to ensure financial objectives are met.
  
• Business Development:Identify and pursue new opportunities through networking, referrals, and outreach.
  Create and execute growth strategies to expand the client base and market presence.
  
• Entrepreneurial Leadership:Operate with an entrepreneurial mindset, taking ownership of client success and personal growth.
  Approach challenges with creativity, determination, and a solutions-oriented attitude.
  
• Compliance & Market Knowledge:Stay updated on financial markets, regulatory requirements, and product offerings.
  Ensure all activities comply with industry standards and company policies.
  

What You Bring

• Educational Qualifications: Minimum Polytechnic Diploma.
  
• Experience & Skills: Entrepreneurial mindset with a passion for challenges and innovation.
  Exceptional interpersonal and communication skills to build trust and inspire clients.
  Proven expertise in sales, client relationship management, and business development.
  Strong knowledge of wealth management and financial planning solutions.
  
• Certifications: CMFAS certification is advantageous but not mandatory.
  

What We Offer

• Attractive Compensation: Competitive salary with performance-based bonuses.
• Incentive Trips: Yearly incentive trips to celebrate and reward your achievements.
• Recognition: Awards and accolades for exceptional performance.
• Career Growth: Clear pathways for career progression and leadership opportunities.
• Supportive Culture: A collaborative and dynamic work environment that values innovation and teamwork.

Why Join Us?

At Summit Planners Crusaders, we don’t just offer a job—we offer a platform to grow, succeed, and achieve greatness. As a Sales Specialist, you’ll have the chance to transform lives, make a difference, and build a fulfilling career in financial services.

Take the first step toward a rewarding future—apply today!

Brief overview

DM Financial ("DM") is a professional services firm with offices in Singapore, Ireland, Cayman Islands, Netherlands, Bulgaria and United Kingdom. We provide specialised accounting services to investment vehicles which have combined asset values of approximately US$848bn. Our range of clients, complexity of client investments, specialisation in multiple GAAPs, depth of expertise and technical knowledge means that we have unparalleled expertise in fund financial reporting, accounting and compliance services.

Formed in Ireland in 2007, DM has continued to grow significantly and now employs approximately 250 staff globally. Our core service lines include:

• Financial reporting;
• Specialised management accounting services;
• Corporate secretarial services;
• Taxation compliance services; and
• Insolvency and forensic investigation services

In mid-2021 growth investor Synova invested in the business to partner with the DM team for the next stage of our development. We are now at a hugely exciting juncture with significant global expansion plans. If you are up for the challenge - and would like to be part of a team who believe in doing more for clients - we are now welcoming applications from ACA/ACCA/CPA professionals to join our Financial Reporting team based at our office in Singapore.

Managing financial reporting for regulated investment funds and investment vehicles domiciled in the Cayman Islands, Singapore, Hong Kong, Australia, US, Ireland, Luxembourg, UK, and France, you will work with our financial reporting teams to deliver high quality services to meet the exacting standards of our growing client base.

You can be part of our globally expanding financial reporting team who Do More to deliver high quality services to meet the exacting standards of our growing client base.

What you will be doing….

• Managing the financial reporting process on behalf of large multi-national clients
• Acting as liaison with various internal and external parties, including auditors, administrators and investment managers
• Reviewing financial statements for investment funds and other financial services entities in accordance with US GAAP and also, IFRS, and other local GAAPs
• Researching technical queries on accounting standards
• Coaching members of the team to ensure highest levels of output to clients
• Responsibility for the professional development of team members
• Due to our expanding global client base, opportunities for international travel may also be available

What will you need….

• ACA/ACCA/CPA qualified with strong technical knowledge of multiple accounting standards
• 7 years + experience in working in financial services fund environment (Top 10 experience a plus)
• Technical expertise, attention to detail and a practical mindset
• Ability to prioritise and work to tight deadlines to ensure compliance requirements are met
• Capacity to build relationships with and influence colleagues and business partners
• Confident communicator with an ability to provide clear and succinct verbal and written updates
• Advanced strategy, problem solving, interpersonal and communication skills
• Excellent organisational skills
• Proficiency in Microsoft Office 365
• Demonstrable experience of coaching and developing a team
• Ability to take ownership of own professional development
• Legal entitlement to live and work in Singapore

What we are looking for…

• Willingness to work in a collaborative, client focused team environment
• Ethics and integrity when dealing with clients and colleagues
• Highly motivated to perform and develop
• Accuracy and accountability
• Work of the highest quality and technical competence

What you can expect…

• Attractive compensation package
• Competitive salary
• Healthcare
• Flexible working environment
• Flexible holiday arrangements
• Training, as required, in all aspects of our business
• Professional career development and opportunities
• The opportunity to work with large, well known clients including listed entities
• Challenging client based/deadline driven environment but balanced with a support driven team and company ethos

ARE YOU READY TO DO MORE?

Overview:

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

Responsibilities:

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

Requirements:

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

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

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

Please note only shortlisted candidates will be notified.

Phillip Nova is one of the leading local broker with founding clearing members of Singapore Exchange Derivatives Trading (SGX-DT). Here in Phillip Nova, we offer a comprehensive range of asset classes from Shares, CFD, Futures & Options, Foreign Exchange and Bullion where investor, professional trader or corporate can choose from an array of electronic trading platforms to suit their investment profile.

We are actively on the hunt for candidate who are self-motivated and keen to build your own business. If you has a strong interest in shares and derivative market and enjoys working in a collaborative team, join us as Financial Sales Associates and be part of our exciting investment team in servicing and providing solutions to customers.

Your portfolio will entails as below:

• Canvass and acquire for potential customers
• Follow up closely with all prospective customers through product recommendations, campaigns and trading system demonstration
• Collaborate with Phillip Nova to actively market the suites of product offerings for on-boarding new customers to grow our market presence
• Maintain strong knowledge of the trading platform features and capabilities in providing educating customers of platform abilities
• Keep abreast of global and economic news in order to provide trading support to customers
• Building and networking with existing customers to provide consultative selling to meet customer's trading needs
• Build and maintain strong customers relationships as well as after-sales service
• Active monitoring of existing customers’ activity to assess their needs and provide required trading support to increase Phillip Nova market share
• Perform risk management of customers' portfolio in ensuring portfolio maintains healthy level

We are looking for:

• Entrepreneurial with a positive outlook and sales driven to build your business
• Result orientated and hungry for success
• Enjoy being in fast track environment
• Enjoy meeting people and providing consultative & investment solutions
• Strong interest in equities, finance and commodity markets

This is a fully commission (full-time) sales role. Shortlisted candidate will receive full sponsorship of CMFAS examination fees, and entitled for attractive training allowances while on mentorship training programme.

You will also be able to obtain additional regulated licenses to provide one stop value-added investment solution to your customers. We will be able to take your career further through as our aspiring mentor being in the mentorship programme. If this portfolio excites you, rewarding remuneration awaits, join us by sending your resume Now!

Application Requirements:

• Minimum Diploma and above preferably in the discipline of finance
• Preferably 1 year of experience in related industry /or with sales experiences of any industry. Candidates without experience are also welcome to apply
• Selected candidates are required to pass CMFAS paper RES5, RES1A, RES2A, CM-EIP & CM-SIP
• Applicants currently preparing for the CMFAS Exams are welcome to apply
• Only Singaporean and PR may apply

In Phillip Nova, we don't offer a job we believed our strong partnership will take your portfolio to next level.

Job Description:

· Providing financial advice based on clients’ financial and protection needs

· Providing recommendation to clients on wealth accumulation and legacy planning

· Providing corporate solutions for business entities

· Delivering a high level of professional customer service to customers

· Building and cultivating client relationships

Job Requirements

· Sales/marketing experience will be an advantage

Job Description:

· Providing financial advice based on clients’ financial and protection needs

· Providing recommendation to clients on wealth accumulation and legacy planning

· Providing corporate solutions for business entities

· Delivering a high level of professional customer service to customers

· Building and cultivating client relationships

Job Requirements

· Sales/marketing experience will be an advantage

We are looking for committed and passionate individuals who want to make a difference, with a positive attitude and strong work ethnics.

Job Description:

Fast track career path towards management

Comprehensive on-job training will be provided continuously for professional development and career advancement in Financial and Investment industry

Learn Digital Marketing, Advertising and Analytics skills, Content Marketing, Search Engine Optimisation, to stay relevant in the ever changing Digital World

Personal mentor-ship with various accomplished lifetime Million Dollar Round Table, Court of Table, Top of Table members to impart their valuable expertise

Requirements:

Minimum Education Criteria: Local Diploma or Bachelor's Degree

Management: 1 year (Preferred)

Sales: 1 year (Preferred)

Top reasons to join us:

Competitive remuneration package

All-expense paid travel opportunities yearly

Recognition for individual efforts

Dynamic and fun company culture

Maintain Work-Life Balance by having flexibility of managing your own time and schedule

Have a chat with us to find out if this career aligns with your goals and aspirations.

Troubleshooting forms,concurrent manager and concurrent issues

Have played Application and Database level performance improvement initiatives and have driven improvements in executions

good experience in Oracle apps cloning

good experience in Oracle applicatoin patching

Troubelshoot users issue related to oracle application

performed sysadmin activities , experience is using Ad utilities

Strong knowledge of RDBMS , oracle db architecture ,memory structure

Strong knowledge and troubleshooting skills in RAC is Must

experience in ASM administration

Strong experience in Backup and restore

Proactively monitor the database and implement solution to reduce the incidents/issues.

Strong Data guard knowledge and troubleshooting skills .

Good Knowledge/experience in Exadata is an added advantage

Supporting the day to day development activities by working with the application development team on database issues

Job Description:

· Providing financial advice based on clients’ financial and protection needs

· Providing recommendation to clients on wealth accumulation and legacy planning

· Providing corporate solutions for business entities

· Delivering a high level of professional customer service to customers

· Building and cultivating client relationships

Job Requirements

· Sales/marketing experience will be an advantage

Job Description:

· Providing financial advice based on clients’ financial and protection needs

· Providing recommendation to clients on wealth accumulation and legacy planning

· Providing corporate solutions for business entities

· Delivering a high level of professional customer service to customers

· Building and cultivating client relationships

Job Requirements

· Sales/marketing experience will be an advantage

Job Description:

· Providing financial advice based on clients’ financial and protection needs

· Providing recommendation to clients on wealth accumulation and legacy planning

· Providing corporate solutions for business entities

· Delivering a high level of professional customer service to customers

· Building and cultivating client relationships

Job Requirements

· Sales/marketing experience will be an advantage

Phillip Nova is one of the leading local broker with founding clearing members of Singapore Exchange Derivatives Trading (SGX-DT). Here in Phillip Nova, we offer a comprehensive range of asset classes from Shares, CFD, Futures & Options, FX and Precious Metal where investor, professional trader or corporate can choose from an array of electronic trading platforms to suit their investment profile.

We are expanding our Equities presence and is on the hunt for candidate whom is enthusiastic in Equities market and enjoyed working in fast-paced environment. What’s more you will also be able to offer a full suites of investment solutions to meet the different customers segment demand.

To be part of our exciting team as Financial Trading Sales Representative, where your portfolio entails as below:

• Canvass and acquire for potential customers
• Follow up closely with all prospective customers through product recommendations, campaigns and trading system demonstration
• Collaborate with Phillip Nova to actively market the suites of product offerings for on-boarding new customers to grow our market presence
• Maintain strong knowledge of the trading platform features and capabilities in educating customers of platform abilities
• Keep abreast of global and economic news in order to provide trading support to customers
• Building and networking with existing customers to provide consultative selling to meet customer's trading needs
• Build and maintain strong customers relationships as well as after-sales service
• Active monitoring of existing customers’ activity to assess their needs and provide required trading support to increase Phillip Nova market share

We are looking for:

• Entrepreneurship with a positive outlook and driven to build your business
• Result orientated and hungry for success
• Enjoy meeting people and providing consultative & investment solutions
• Strong interest in equities, finance and commodity markets

This is a fully commission (full-time) sales role. Successful candidate will receive full sponsorship of CMFAS examination fees and attractive training allowances while on mentorship training programme. If this portfolio excites you, rewarding remuneration awaits, join us by sending your resume Now!

Application Requirements:

• Minimum Diploma and above preferably in the discipline of finance
• Preferably 1 year of experience in related industry /or with sales experiences of any industry. Candidate without experience is also welcome to apply
• Selected candidate is required to pass CMFAS paper RES5, RES1A, and CM-EIP
• Applicants currently preparing for the CMFAS Exams are welcome to apply
• Only Singaporean may apply

At Phillip Nova we don’t just offer a job – we offer an opportunity to build your portfolio where your future is limitless!

Job Description:

· Providing financial advice based on clients’ financial and protection needs

· Providing recommendation to clients on wealth accumulation and legacy planning

· Providing corporate solutions for business entities

· Delivering a high level of professional customer service to customers

· Building and cultivating client relationships

Job Requirements

· Sales/marketing experience will be an advantage

Job Decription:

• Meet with potential and existing clients to understand their financial needs, goals, and risk tolerance.
• Develop long-term relationships with clients, providing continuous financial guidance and support.
• Conduct regular reviews of clients' insurance portfolios to ensure coverage remains appropriate as their needs evolve.
• Evaluate clients' financial situations to recommend suitable insurance products (life, health, disability, long-term care, etc.).
• Perform risk assessments and recommend ways to mitigate potential financial loss through insurance.
• Assist clients with selecting policies that meet their individual or business needs.
• Assist clients in integrating insurance products into their broader financial plans.
• Help clients with retirement planning, wealth management, estate planning, and tax strategies in conjunction with insurance solutions.
• Stay up-to-date on the latest insurance products and financial planning strategies to provide the best advice.

Requirements:

• Min. GCE 'A' Level, Diploma or Degree
• With or without experience are welcome
• Excellent communication, negotiation, and interpersonal skills
•