The HIGHEST paying scheme for Insurance Agents / Financial Consultants.

Have you ever wanted to be an insurance agent to help impact lives positively & make good money whilst doing it.

Earn up to $5000 basic pay

+ Highest Commissions of up to 50% of what you closed

+ Free Sales Overseas Trip

+ Quarterly Bonus (Don’t need to wait a year)

How do the 50% commissions work. For example, if you close a client who is saving $500 monthly, $500 x 12 months = $6000. You get 50% which is $3000.

That's ONE case per MONTH.

That’s ALOT of money in this new scheme for Insurance Agents / Financial Consultants, ONLY available in our agency.

Salary: $5,000.00 - $9,000.00 per month

LIONBROKERS PTE. LTD. | EA License No. 22S1273

EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193

(North-East) - Tampines

Responsibilities:

• Assist and summarize the monthly closing/forecast of all entities

• Preparation of the forecast, proposal of corrective actions

• Manage consolidation of monthly forecasts with preparation of detailed commentary on variances, investigation of unusual variances leading to resolution of issues

• Develop periodic management reports and presentations

• Assist with daily scheduling, appointments and meetings, and follow up on action items

• Provide administrative support to the Management

• Perform any other ad-hoc tasks assigned.

Requirement:

• Team player with strong interpersonal skills with the ability to deal with all levels of people

• Candidate shall have at least 3 years of account or business reporting experience

• Good command of English, good communication and interpersonal skills

• Critical and analytical thinking

• Candidate shall be proficient with MS Office and Power Point applications.

• Excellent problem-solving skills and the capacity to anticipate the needs of the Director.

• Strong attention to detail and accuracy in all tasks performed

HOW TO APPLY:

Interested applicants, please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

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

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

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Chris Poh Tze Zheng

EA Personnel Reg No: R24120101

Responsibilities

• Become the subject matter authority and key point of contact in FP&A all matters pertaining to budget and forecasts and actualization of Global Design & Construction

• Coordinate quarterly labor allocation and bookings

• Prepare monthly and quarterly financial reports for key partners and executive management to help facilitate decision-making

• Actively review how we can improve speed and timeliness of FP&A activities, without compromising accuracy and ways to increase efficiency

• Develop cross-functional partnerships with leaders across the business in order to understand opportunities and risks so that finance can better serve the organization financially

• Assist with special projects that support corporate, global and local finance initiatives

Skills/Requirement

• CPA/CFA certification preferred

• Bachelor's degree in finance or accounting preferred

• 5+ years of experience in finance or related field

• Very good in MS Excel (pivot, formulas, etc.)

• Min. 2 yrs exp in Hyperion

Key Responsibilities

Reporting to Finance Controller, the key responsibilities will be for operations financial reporting, planning and analysis in terms of Opex, Inventory and Capex. The position will develop and implement financial planning and control, perform financial analysis to determine present and future financial performance, prepare management reports and liaising with internal and external parties for any financial related matters.

Financial Planning & Analysis:

• Analyze OPEX trends and manage financial planning and forecasting for allocated region/markets.
• Ensure accurate and timely financial closing and reporting activities.
• Monitor Capex investments and validate business cases.
• Conduct inventory analysis, projections, and Excess & Obsolescence (E&O) reporting.

Accounting:

• Conduct annual standard cost revaluation and Cost Roll activities for intercompany inventory.
• Manage product costing and ensure accurate pricing setup in SAP.
• Validate stock loss or adjustments from Operations and ensure proper SAP entries.
• Participate in cycle counts and stock takes, ensuring accurate and documented reports for Corporate Finance and auditors.

Essential Skills & Experience

• Degree or CA / CPA / ACCA/ CIMA or equivalent with 7 years of working experience, of which 3+ years’ experience in FP&A.
• Proficient in SAP and Oracle Hyperion is a must
• Strong excel still with knowledge in Power BI, Power Query is a plus
• Able to meet tight deadlines for financial reporting, quarterly forecast and annual budgeting
• Willing to take initiative and can-do attitude, curious for know-how.
• Working experience in manufacturing, FMCG, consumer goods, logistics/distribution an environment added advantage

Note:

• US MNC
• Central Location
• We regret that only shortlisted candidate will be notified.

Principal Responsibilities

Analyst will assist Portfolio Managers with building analytical tools to price and risk manage the products we trade. The individual will also supply detailed analytics to support investment themes.

Key Responsibilities

• Responsible for execution and booking of trades and interacting with counterparties
• Generate trading ideas
• Create automated solutions that make existing data collection and signal identification processes more efficient and scalable
• Help monitor real-time trade executions on a daily basis and analyze sector and factor exposure to come up with optimal portfolio hedges

Qualifications/Skills Required

• At least 5 years of relevant experience, ideally an investment banking role or a buyside firm
• Bachelor’s degree preferably in Quantitative finance, Mathematics, Business/Finance, Economics, Computer Science or related fields
• Strong experience in financial modelling experience
• Strong background in financial instruments
• Self-starter and able to work independently
• Proven ability to thrive in a dynamic, fast-paced environment

Lead the FP&A (Forecast and Budgeting) including preparation of annual budget package; overall (excluding product costing and product-driven variances) budget and quarterly forecast submission, and these includes presentation slides and clear analysis of key budget/forecast movements on Spending.

Coordinate Monthly SMO Reporting (to Corporate Finance) and prepare spending trend charts for the monthly finance deep dive review.

Interested applicants please email a copy of your resume to [email protected]

Tele @jesswongie OR WA 96503173

Jessie Wong Yuan Si

Personnel EA License No.: R2197171

Recruit Express Pte Ltd (EA Licence No.: 99C4599)

Job Description

Keppel is a global asset manager and operator with strong expertise in sustainability-related solutions spanning the areas of infrastructure, real estate and connectivity.

The Keppel Associate Programme is a 2-year programme comprising job rotations, on-the-job training and leadership development opportunities, from which you will build critical business and operation skills, gain commercial exposure and acquire a professional network to embark on a fulfilling and rewarding career with Keppel.

This role sits within 1 of the 2 platforms: (i) Fund Management and (ii) Investment. The Fund Management platform focuses on raising capital and forging stronger relationships with investors. The Investment platform aims to drive capital deployment decisions and horizontal integration to create value for our investors. Together, we aim to create value and deliver sustainable returns for our investors through a range of products including listed REITs and business trusts and private funds which invests globally into real estate, infrastructure, data centres and alternative asset classes.

During the 2-year programme, You will have the opportunity to take on at least 1 distinct and customised roles with exposure to cross-disciplinary assignments across Keppel's Fund Management and Investment platforms in a variety of functions:

Job Rotations [Investment/Asset Management]

• Investment Management (Funds)
• Investment Management (REIT/Trust)
• Asset Management

You will be allocated to the respective assets (Infra, DC or RE) based on a) performance in the assessments & interviews and b) your interest.

Apart from your core responsibilities on the job, you will be expected to participate in projects as part of your development. Beyond the 2-year programme, you may look forward to enrolment into converted leadership programme at Keppel should you meet the criteria.

Join our vibrant and inclusive workforce to shape a better future for all!

Job Requirements

• A good degree in Real Estate, Business Management, Finance or related disciplines.
• Demonstrate a capacity for independent thought and critical analysis, supported by exceptional analytical abilities.
• Proficient in hands-on engagement, displaying a detail-oriented approach and readiness to fully immerse oneself in the work.
• Highly proficient in MS Excel, MS PowerPoint and MS Word.
• Possesses excellent written and oral communication skills; able to effectively present and interact with various stakeholders.
• Quick learner, capable of working autonomously, multitasking, and executing tasks efficiently in a dynamic, fast-paced environment.
• Alignment with Keppel’s core values.

Job Responsibilities:

1. Develop and implement the company’s annual financial budget, forecasts, and financial plans to align with strategic goals.
2. Analyze financial data, provide actionable recommendations, and prepare monthly, quarterly, and annual financial reports for senior management.
3. Optimize capital structure, manage financing activities (debt/equity), maintain investor and bank relationships, and monitor capital expenditure for investment projects.
4. Improve internal financial systems, processes, and compliance, particularly for institutional investment and IPO preparation.
5. Design and manage shareholder structure plans; evaluate and recommend equity incentive programs.
6. Enhance financial systems, introduce new tools to improve accuracy and timeliness, and lead merger planning.
7. Train and mentor finance team members to strengthen their capabilities and efficiency.
8. Assist or lead the company’s equity financing initiatives.

Job Requirements:

1. Bachelor’s degree or above in Finance, Accounting, Economics, or related fields.
2. 3-5 years of experience in corporate finance, financial analysis, or related roles; experience with multinational or large enterprises preferred.
3. Proficient in financial analysis, budget management, reporting, and capital structure optimization.
4. Strong data analysis skills; proficiency with Excel, SAP, Oracle, and other financial systems.
5. Excellent communication, collaboration, and strategic decision-making abilities, with problem-solving skills in complex environments.
6. High sense of responsibility, adaptability, and ability to perform under pressure.
7. Fluent in English and Chinese, with strong written and verbal communication skills.

• Perform full set of accounts and ensure in compliance with respective accounting standards.
• Responsible for financial and management reporting.
• Ensure compliance with internal control requirements including financial and operational policies and procedure.
• Ensure compliance with tax regulations, and coordinate submission of tax returns, where applicable, with an external consultant.
• Oversee and manage the Finance Team to ensure smooth flow and timeliness of financial operations.
• Develop budgets, financial forecasts and variance analysis to support planning and resource allocation.
• Examine financial data by conducting comprehensive analysis of financial statement, cashflow status, and project performance, etc.
• Strategic partner with top management and HODs to align financial goals with company objectives.
• Assist in Ad-hoc requirements from Senior Management for Malaysia startup business.

Requirements:

• At least 8 years of working experience in accounting/finance, strong knowledge in both Singapore and Malaysia.
• Must have working experience from Construction and Chinese Healthcare / Life Science Industry.
• Accounting/Finance degree or equivalent professional qualifications.
• In-depth understanding of accounting standard (SFRS), project accounting and familiarity with financial and management reporting.
• Strong knowledge on taxation for both Singapore and Malaysia is preferable.
• Strong business insight with ability to present financial information clearly to non-financial stakeholders.
• Hands-on experience in managing finance operation and ERP system procedures.
• Expertise in financial planning, risk management and internal controls.
• Experience with investment strategies, cash management, etc.
• Good communication and interpersonal skills.

Bayes provides career opportunities with reputable and progressive Employers and prioritizes the interests of all whom we represent. If the role resonates with you and your professional experience complements the responsibilities listed, send your resume to [email protected]

All personal data supplied will be treated in confidence, and as permitted by law. For further enquiries, please visit our website which shares our Privacy and Data Protection Policy.

Kashmiethaa V Chandran | Associate

Built Environment Vertical

EA Registration R24122846

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
• 
  

Roles and Responsibilities:

- Manage the company's financial operations, including budgeting, forecasting, and auditing.

- Develop and implement the financial strategy of the company including financial planning and forecasting and risk management.

- Prepare and timely report weekly, monthly and annual financial statements to HQ Korea.

- In charge of banking, legal and taxation matters.

- Compy with all applicable quality, health, safety, security and environmental regulations.

Required / Preferred Experience and Qualifications:

· Bachelor’s Degree in Business Administration, Accounting/Finance or equivalent

· Proficient Korean language knowledge is mandatory to liaise with the Korean stakeholders in Anseong, Korea

· Minimum 10 years of experience in relevant field

· Prior exposure to Manufacturing industry

· Meticulous, analytical

· Leadership

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 Highlights:

• Attractive Compensation & Benefit
• Joining a growing company in a growing industry
• Good and Positive working culture

Responsibilities:

• Monitor and oversee daily accounting transactions and activities.
• Maintain and prepare full set of financial accounts regularly and manage cash and bank expense records.
• Administrate account receivables and accounts payables.
• Financial audit preparation and coordination the audit process.
• Review accounting documents, vouchers, company assets, discounts, interest, cash, bank transfers in muiltiple currencies, income withholding declarations, visa fees, employee tax declarations, reimbursements, procurement, and departmental activity budgets.
• Responsible for preparing bank reconciliation, expense reconciliation, monthly breadkdown of balance sheet items, amortization and other management reports required by management.
• Prepares withholding tax reports and satutory forms and ensure timely and accurate submission to local tax authorities.
• Proficient in Microsoft Excel: functions, conditional formatting, data validity, data collection, data statistics, charts.
• Proficient in Microsoft Word: reporting, format adjustment, catalog creation, layout configuration.
• Proficient in Microsoft Powerpoint: logical sorting, overall analysis, visual expression.
• Knowledgeable in Singapore double accounting standards, ERP/ accounting systems, chart of accounts/ journals and capable of conducting accounting audits.
• Participate in other duties and ad hoc projects as assigned.

Qualifications:

• Bachelor’s degree in Accounting/Finance, ACCA, CA Singapore or equivalent is preferred
• More than 2 years of hands-on experience in a professional accounting or corporate services firm preferred (undergraduate or non-undergraduate acceptable)
• Knowledgeable in accounting principles and practice.
• Familiar with knowledge of relevant local laws, Singapore tax regulations and financial reporting standards
• Meticulous, independent, proactive, responsible, and able to meet tight deadlines.
• Strong communication skills in both English and Mandarin

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.

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.

About the company

Our client is a renowned and well-established Luxury MNC, and we are currently seeking a Financial Controller to join their team.

About the job

Reporting to the CFO, you will be responsible for the full spectrum of accounting and finance for the SEA region. This role includes organizing the accounting department, ensuring compliance with internal controls, managing reporting to the Group and Regional Offices, and handling relationships with auditors and banks. The Financial Controller will also manage tax filings, support financial planning and analysis, oversee budgeting and forecasting, and provide insights for business decisions. Additionally, you will lead the finance team, coordinate with local divisions, and handle various corporate and legal matters as needed. The ideal candidate is hands-on, agile, and possesses excellent stakeholder management skills.

Skills and experience required

A recognised degree in accounting or ACCA or equivalent with at least 10 years of relevant experience ideally coming from Luxury or Retail related MNCs.

Why is this a good role?
This is an exciting opportunity because the brand is currently evolving and undergoing a significant transformation. As the company transitions from its traditional family business model, it is focusing on talent development and retention, creating a unique opportunity for anyone joining at this stage to be part of an exciting journey.

To apply online please use the 'apply' function, alternatively you may contact Adriel Law at [email protected] (EA:94C3609 / R1655690)

Job Description:

We are seeking an experienced and strategic Chief Financial Officer (CFO) to join our dynamic overseas education consulting company. The CFO will oversee all financial operations, provide strategic guidance, and drive financial performance to support the company’s growth. The ideal candidate will have extensive experience in financial management, investment strategy, and leadership, ensuring the company’s financial stability and success in a competitive market.

Key Responsibilities:

Develop and implement financial strategies to align with the company’s mission and long-term goals.

Oversee budgeting, forecasting, financial reporting, and compliance with regulatory standards.

Provide financial insights and recommendations to the executive team to support decision-making.

Monitor cash flow, optimize resource allocation, and manage risk.

Lead and mentor the finance team to ensure operational efficiency and professional growth.

Evaluate investment opportunities to maximize returns and align with organizational objectives.

Collaborate with cross-functional teams to drive financial performance and cost efficiency.

Build relationships with key stakeholders, including potencial investors and financial institutions. ( We are looking for investors from mainland China, so strong connection with investment companies in China is a plus).

Qualifications:

Bachelor’s degree in Finance, Accounting, or related field; MBA or CPA preferred.

8+ years of progressive financial management experience, including leadership roles.

Strong expertise in financial modeling, investment strategies, and risk assessment.

Proven ability to lead teams and collaborate with cross-functional stakeholders.

Experience with financial systems and tools to enhance operational efficiency.

Excellent communication and interpersonal skills.

Fluent in Chinese and English.(Our customers are mainly Chinese speaking )

Familiarity with the education and overseas education industry in China market is a plus.

Key Skills:

Strategic Financial Planning

Investment and Risk Management

Leadership and Team Development

Advanced Excel and Financial Systems

Stakeholder Relationship Management

IPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking highly experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.

Relevant tertiary educational qualifications (or equivalent to meet FAA Minimum Entry Requirements) are a must. You will already be a licensed financial adviser operating in Singapore (or have held a license within the last year), who has passed/is exempted from the relevant SCI exams, including M5, M8, M8A, M9, M9A and HI.

Superb interpersonal skills, an outgoing personality, and high level proficiency in written and spoken English essential. Fluency in other European languages is a positive. The ability to confidently and effectively communicate with Expatriates and High Net Worth individuals, in particular senior level executives is essential.

This role requires applicants to have an existing client base with assets under management of at least $10mn in Singapore, with the potential to port that AUM to IPP (respecting any contractual stipulations and limitations in that regard).

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

OCBC opens doors to new opportunities.

Start your career with OCBC as a Personal Financial Consultant!

At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore’s longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and territories. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. If you have passion, drive and the will to succeed, rise to the challenge today!

Global Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It’s a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That’s a lot to get your teeth into and many career paths to follow. And you’ll be doing it all while learning from the best in an award-winning environment.

What is it like being a Personal Financial Consultant at OCBC?

As a Personal Financial Consultant, you will be based at one of our island-wide Branches and will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include insurance, loans, unit trusts and structured deposits. With an emphasis on consultative selling to meet customers’ needs, you will also proactively build and manage long-term customer relationship and provide good after-sales service to them.

To help you succeed in your role, you will join our structured training program during the first 6 weeks of your career with us. Thereafter you will also have at least 5 training days every year to help you further develop your career and keep your skills sharp and up-to-date with the latest developments in the industry.

As a successful Personal Financial Consultant, you will have the option to take your career forward by either pursuing our Management Route, on the path of becoming a Branch Manager one day, or the Sales Route, growing into a Senior Relationship Manager working with premier private clients. Plus, as a top performer, you will be invited to trips, visiting great locations across the world from Paris, Barcelona to London and many more.

Qualifications

The successful candidate should be able to demonstrate the following selection criteria:

• Preferably has a Degree or a Diploma with at least 2 years of relevant retail banking sales experience.
• Results-oriented go-getter who works well under pressure.
• Prepared to have flexible working hours that may include working on weekends.
• Candidates with more than 2 years of relevant financial advisory experiences and proven sales records will be considered for Senior Personal Financial Consultant position.

• Providing leadership, direction and management of the finance and accounting team
• Providing strategic recommendations to the CEO/President 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 Group
• Establishing and developing relations with senior management and external partners and stakeholders

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!

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.