Our client is an established and very stable organization. They have their own office building in town.

They are looking for an individual to join them in their growing team, here is your chance to be part of an exciting team geared towards both company and personal success.

Financial Controller

Job Requirements:

• Oversee the preparation of short-term and long-term budgets, treasury functions, and management of internal and external funds to effectively manage financial planning and accounting practices.
• Control overhead costs and expenses.
• Established necessary procedures and systems to maintain accurate records, ensuring adequate accounting and financial control and services.
• Preparation of budgets, review of budget proposals and necessary supporting documentation and justification.
• Review financial data for accuracy and ensure timely submission of internal and external financial and statutory reports.
• Providing strategic recommendations to the CEO and the Board of Directors.
• Oversee internal and external audit activities, implementing policies and procedures with a focus on internal controls.
• All other duties as assigned from time to time.

Job Requirements:

• Bachelor’s degree or Professional Qualifications in Accountancy.
• Minimum 10 years of relevant working experience.
• Familiarity with financial regulations and accounting standards.
• Strong leadership traits and analytical skills.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced environment.
• Proficient in Microsoft Office applications (Word, Excel, PowerPoint).
• 5.5-day workweek.

Are you ready for a challenging and exciting endeavour that will require the investment of a lot of hard work, dedication and all your experience? Are you ready to bring your skills and competencies to support the establishment and enhancement of our client’s business? If yes, you might be exactly the new team member they are looking for!

Please submit your updated and comprehensive CV in MS WORD FORMAT ONLY (NOT PDF) with full career details, stating current or last drawn salary with full breakdown such as base, incentives, AWS, etc. and expected salary, contact details, educational qualifications, working experiences, reasons for leaving each past employment(s) and availability date to:

[email protected]

What our client offers

Our client offers an attractive remuneration package, a fast-paced and exciting working environment and provide challenging opportunities for career advancement. They care about their employees. They are not just an employer. They are a Team. They do not just offer you a job, they offer you a career. By joining their team, you will find strong purpose and deep meaning in everything you do. You will have the chance to make a real difference for customers, working alongside a passionate team of like-minded colleagues, while building your knowledge/skills and developing your career in a fun, dynamic and fast-growing organization.

Personal Data Protection Statement for Job Applicants

Please be informed that the personal data you provided by way of your job application to Benchmark will be collected, used and disclosed by or on behalf of Benchmark to determine or investigate your suitability, eligibility or qualifications for employment with Benchmark and/or its clients and manage your application for employment with Benchmark and/or its clients including identifying you as potential candidate for future suitable positions and/or notifying you of any such positions, either existing or in the future.

Thank You!

We thank all applicants for their interest in a career with our client. Due to the high volume of incoming applications, we will not be able to respond to all applicants. Therefore, only shortlisted applicants will be notified for interviews. All applications will be treated with the strictest confidence.

THOMAS CHAN | MOM CEI No: R1766693 | Benchmark Staffing Solutions | MOM EA License: 21C0679 | UEN: 53435609E

Roles & Responsibilities

• Strategic Visioning and Planning
• Develop and Manage Strategy Development

Responsibilities:

• Lead strategic partnerships with government agencies, institutes of higher learning, and internal stakeholders to:
• Understand macro environment developments – political, economic, social, technological, legal, and environmental trends globally as well as locally.
• Develop ground sensing and appreciation of national policies.
• Articulate strategic implications including industrial organisation and management, learning and development, and career pathways.
• Recommend strategic action plans
• Engage with internal and external thought leaders to understand their context, viewpoints and perspectives on strategic moves and economic values.
• Synthesise diverse data inputs and viewpoints into the formulation of plausible scenarios and associated narratives to explore opportunities and challenges of the evolving digital and knowledge economy in our workforce.
• Facilitate engagement sessions to validate hypotheses and formulate a strategic point of view.
• Sharing of strategic foresight, think pieces, programmes, and initiatives with senior management regularly with respect to the current issues and future opportunities and challenges.

Requirements:

• A University and/or postgraduate degree in strategy, strategic management, economics, business, finance or other disciplines relevant to corporate planning.
• Familiar with strategic visioning and planning projects and driving organisational improvements.
• Keen interest in current affairs, in tune with prevailing political, economic, and social trends.
• Strong analytical and problem-solving abilities. Ability to navigate ambiguity, think out of the box, challenge herd thinking, conceptualise and create practical and workable solutions.
• Demonstrate strong leadership, management and communication skills with high influencing power, able to facilitate group discussions to harness collective intellect and value.
• Strong organizational skills to plan and execute turn-key projects and bring them to fruition.
• High energy and hands-on attitude

IPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking 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 and experience of confidently and effectively communicating with Expatriates and High Net Worth individuals, in particular senior level executives is essential.

Candidates with an existing client base and assets under management in Singapore, with the potential to transfer those to IPP will be strongly preferred.

This is a 12 Month Contract based in Singapore on a renewal basis, Candidate with Financial or Banking Industry will be preferred.

Key Responsibilities:

• Gather and analyze data to identify business opportunities and areas for improvement.
• Develop and document business requirements and processes.
• Collaborate with stakeholders to understand their needs and provide solutions.
• Create reports, dashboards, and visualizations to communicate findings.
• Assist with project management and coordinate with various departments.
• Identify automation opportunities and recommend process improvements.
• Conduct market research and analyze industry trends.
• Support the development and implementation of business strategies.

Mandatory Requirements:

• Hands-on experience in conducting business analysis functions, stakeholder management, solution designing, software test planning, vendor management and production support.
• Experience in the documentation of BRD, FSD, use cases, visual modelling and business processes.
• Experience in ETL/ELT process, SQL and API.
• Experience in Agile methodology skill with strong delivery mindset.Possess a degree in Computer Science/Information Technology or related fields.
• At least 3 to 5 years of relevant experience in technology business analysis or software development, and familiar with business applications in investment/banking industries.
• Excellent interpersonal and communication skills, with strong ability to manage and align expectations of senior level business stakeholders across different business units to accept solutions proposed by project teams.
• Possess strong analytical, critical thinking, problem-solving skills and a team player who has growth mindset and confident to work independently
• Good understanding of financial application, workflow, UI/UX, database design and software engineering best practices."

Reporting to the one of the BP&A Team Leads, Consumer Financial Services Finance, you will play a supporting role in driving the performance of the business from a customer segment and product perspective through the provision of strategic insights and decision support to the GCFS Leadership Team.

Your key responsibilities may include and not limited to:

• Business Performance Reporting: Preparing regular financial reports, dashboards, and presentations to communicate financial performance to senior management and key stakeholders. This includes analysing and interpreting financial data to provide meaningful insights and explanations for variances and trends, including quarterly competitor performance benchmarking.
• Business Partnering and Stakeholder Management: Partnering with the business teams in driving and executing growth strategies across products, segments and channels, such as pricing framework, segment strategies, cross-referrals arrangements. This involves building strong relationships and effectively communicating financial information to non-financial stakeholders.
• Financial Planning and Forecasting: Collaborating with various departments and senior management to develop financial plans, budgets, and forecasts for the organization. This involves analysing historical financial data, market trends, and business drivers to prepare forward-looking value-added analysis and timely support on all business performance related matters (financial and non-financial), including the delivery of the Annual Operating Plan, Annual bank wide ICAAP/MAS stress test etc.
• Financial Analysis: Conducting in-depth financial analysis to identify trends, variances, and opportunities for improvement. This includes analysing key performance indicators (KPIs), financial ratios, and other financial metrics to provide insights and recommendations to support decision-making.
• Cost Analysis and Control: Analysing costs and expenses to identify areas of inefficiency and recommend cost-saving measures. This includes working closely with other key stakeholders of the bank to review and investigate monthly cost performance and assist in executing cost management agendas.
• Strategic Planning Support: Providing financial analysis and insights to support strategic planning initiatives. This involves collaborating with cross-functional teams track the progress of key strategic initiatives and highlight risks and opportunities against Plan delivery and recommend actions needed (where appropriate).

Requirements:

• Minimum Bachelor’s degree in a quantitative discipline – Finance / Accountancy / Economics / Banking with at least 3 to 5 years of related working experience
• Possess strong commercial judgement, professional maturity and results orientation
• Good interpersonal, written and communication skills
• Resilient individual who can adapt, multi-task and work effectively under pressure
• Able to work independently and cooperatively with others as a team
• Good technical skills – MS Excel, MS PowerPoint, MS Access, Power BI, QlikView and Programming knowledge will be an advantage.
• Experience delivering presentations to senior stakeholders
• Experienced finance professional in a Bank or Financial Institution FP&A capacity preferred
• A member of The Institute of Singapore Charted Accountants, or possess required qualification to act as a Company Secretary an added advantage
• Knowledge of Treasury and Cash Management function of Securities and Brokerage business an added advantage

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.

Job Overview:

Hisense is seeking a highly motivated and experienced Financial Director to responsible our all financial jobs. In this role, you are responsible for managing an organization's financial health and strategy, include overseeing financial planning, budgeting, and reporting, ensuring compliance with regulations, and implementing internal controls. Also need to lead the finance team, manage cash flow, and provide strategic insights to support decision-making and business growth

Key Responsibilities:

1. Strategic Financial Planning and Management:

• Develop and implement financial strategies aligned with the company's goals.
• Prepare long-term financial forecasts and budgets.
• Analyze financial performance and recommend strategies to improve profitability.

2. Financial Reporting and Analysis

• Oversee the preparation of financial statements, ensuring compliance with regulatory standards (e.g., IFRS, GAAP).
• Present financial reports to senior management and stakeholders, including forecasts and variance analyses.
• Monitor and evaluate key performance indicators (KPIs) to assess financial health.

3. Risk Management

• Identify and manage financial risks, including credit, liquidity, and market risks.
• Ensure the company has adequate insurance coverage and contingency plans.
• Develop and enforce internal controls to protect the organization's assets.

4. Cash Flow and Capital Management

• Monitor and optimize cash flow to meet operational needs and investment opportunities.
• Oversee capital expenditure and assess the viability of major investments.
• Negotiate financing arrangements, such as loans or lines of credit, with financial institutions.

5. Compliance and Governance

• Ensure compliance with local tax regulations, financial laws, and corporate governance policies.
• Work with auditors to manage annual audits and address any findings or recommendations.
• Keep up to date with changes in financial regulations and ensure the organization adheres to them.

6. Leadership and Team Management

• Lead and mentor the finance team, fostering a culture of performance and accountability.
• Collaborate with other departments (e.g., operations, marketing) to align financial goals with overall business objectives.
• Drive financial education across the organization to ensure informed decision-making.

7. Stakeholder Engagement

• Act as a key point of contact for external stakeholders, including investors, regulators, and banks.
• Support mergers, acquisitions, or joint ventures by providing financial due diligence and strategic insights.

8. Digital Transformation and Innovation

• Leverage financial technologies (e.g., ERP systems, analytics tools) to improve reporting accuracy and efficiency.
• Explore and implement automation for routine financial processes.

Qualifications:

• Education: Bachelor's Degree in Finance, Accounting, Economics.
• Experience: 8+ years in finance-related roles, with at least 3–5 years in leadership or senior management positions.
• Skills: Strong analytical and strategic thinking abilities. Excellent leadership and communication skills to manage teams and liaise with stakeholders.Proficiency in financial software and tools (e.g., SAP, Oracle, or QuickBooks).
• Language Requirements: Proficiency in Mandarin (spoken, written, and read) and English (spoken, written, and read) is required.

Why Join Hisense?

• Opportunity to work with cutting-edge technology in a dynamic and growing global company.
• Collaborative and innovative work environment.
• Competitive salary and benefits package.

The Financial Analyst will be based in Changi South, Singapore.

Job Responsibilities

• Monthly end closing activities including preparing of GL entries, Accruals, Prepayments, Deferred, Reclassifications.
• Prepare cost actual & analyze cost variance, deep-dive root-cause in monthly basis.
• Perform reconciliation of balance sheet.
• Work with cross team to identify and drive cost savings opportunities.
• Ensure SOX compliance in accordance with Flex standard policy and procedures for financial reporting.
• Support external/Internal auditors in their examination financial statements and compliance.
• Perform special ad hoc projects and analysis.

Job Requirements

• Requires a Bachelor’s degree in Finance, Accounting, or related field.
• Requires minimum 3 years of related experience.
• Strong Knowledge of Finance and accounting concepts.

Overview:

Vista Health is a Singapore based healthcare agency, ​specialising in healthcare and life sciences consulting for the Asia Pacific region, with clients across Asia Pacific, Europe and the US. Owing to continued growth and expansion, we have several opportunities to join our strongly motivated & high performing team. With a diverse mix of clients, including the global top 20 pharmaceutical, med tech and biotech companies, our work spans the full spectrum of therapeutic and disease areas, and a variety of research methods, providing challenge and variety for our team. Assignments typically require problem solving, accountability, critical thinking and strong communication.

The Lead for Data Analytics will play a key role in contributing to local, regional, and global projects involving data analysis, as well as in leading, advising, mentoring, and training junior team members. Reporting to a General Manager, the Data Analytics Lead will be responsible for ensuring analyses are distributed amongst data analysts to ensure timelines are met, within budget, and at the highest quality. The Data Analytics Lead will also be responsible for managing the time of each junior member, develop/update SOPs as needed, and continue to develop the talent of the team to ensure the latest methods are being used. As required, the Data Analytics Lead will also be involved in analysing a variety of healthcare data, which may include (but not be limited to) EMR, registry, claims or survey data, using appropriate statistical methods and carrying out interpretation and presentation of data analysis. Additionally, the Data Analytics Lead will also assist in the development of research study designs, study protocols, statistical analysis plans, final study reports, and publications, contributing to areas related to statistical analyses as well as reviewing Data Analysts work. The Data Analytics Lead will have the opportunity to contribute to business development activities via proposal development support & identification of new leads, and there will also be the opportunity to work cross functionally on projects outside pure statistical analysis, for example HEOR.

Duties and Responsibilities:

· Work on project teams in the development and delivery of consulting projects, including:

o Providing expert statistical and methodological advice to inform protocol and statistical analysis plan development for research projects

o Conducting statistical analysis of healthcare data using relevant software (e.g., R, Python)

o Providing expert advice and supporting junior team members on the analysis and pre-processing of healthcare data

o Contributing to the creation of team documentation & templates, e.g., programming requirements and specifications templates, data collection templates, QC plan

o Contributing to the development of macros to ensure efficient analysis and reporting

o Participating in the preparation of research manuscripts, reports, and presentations

o Keeping up-to-date with emerging statistical methodologies and healthcare trends

· Contribute to business growth by:

o Supporting proposals for new business opportunities, including the design and development of client solutions

o Contributing to client satisfaction via consistently strong project delivery

o Supporting new business opportunities through identification of follow-on work and new leads

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

Key Responsibilities

• Lead the preparation and review of financial statements, including income statements, balance sheets, and cash flow statements for the company and group.

• Deliver insightful analysis on monthly financial statements for both company and group, ensuring accuracy and clarity.

• Ensure strict compliance with accounting standards, tax laws, and internal financial policies.

• Provide timely and accurate financial reports to senior management, stakeholders, and regulatory authorities.

• Drive the annual budgeting process in collaboration with department heads, ensuring alignment with organizational goals.

• Prepare and monitor budgets and forecasts, analyzing and explaining significant variances.

• Establish and maintain robust internal controls to safeguard company assets and financial integrity.

• Proactively identify and mitigate weaknesses in financial processes and risk management strategies.

• Analyze financial data to uncover trends, risks, and opportunities, delivering actionable insights to support strategic decisions.
• Develop and implement cash flow forecasts, optimizing financial resources and ensuring liquidity.

• Build and nurture relationships with financial institutions to secure financing and negotiate favorable terms.

• Identify cost-saving opportunities and implement measures to enhance financial efficiency and profitability.

• Evaluate major expenses, capital expenditures, and investment opportunities through cost-benefit analysis.

• Mentor and develop the finance team, fostering a culture of high performance, collaboration, and professional growth.

• Collaborate with senior management to shape and execute long-term financial strategies and objectives.

• Support business expansion initiatives through financial analysis, feasibility studies, and strategic recommendations.

• Provide financial expertise for mergers, acquisitions, and other corporate initiatives, including due diligence processes.

• Actively assess and mitigate financial risks, developing contingency plans to safeguard the company's position.

• Serve as a trusted financial advisor to the CEO, CFO, and senior executives, offering clear and actionable insights.

• Communicate financial data effectively to non-financial stakeholders, ensuring alignment and understanding across departments.

• Drive system improvements and technological upgrades to enhance the accuracy and integrity of financial data.

• Any other finanacial related tasks.

Requirements

• Bachelor’s Degree in Accounting, Finance, or a related field (preferred).
• Chartered Accountant (CA) certified.
• Strong experience with Generally Accepted Accounting Principles (GAAP).
• Minimum of 3 - 5 years in Finance Manager role, demonstrating expertise and leadership.
• Exceptional analytical and technical accounting skills with attention to detail and accuracy.
• Proven ability to lead and deliver on tight timelines while managing competing priorities.
• Excellent interpersonal and communication skills, capable of engaging with stakeholders at all levels.
• Self-motivated, proactive, and results-driven, with a meticulous approach to problem-solving.
• Strong proficiency in financial analysis, budgeting, and forecasting.
• Experience in managing and developing high-performing teams.
• A solid understanding of financial risk assessment and mitigation strategies.
• Technologically adept, with a keen interest in leveraging advancements for improved financial operations.

Why Join Us?

• Be a pivotal part of a dynamic and forward-thinking organization.
• Lead impactful financial initiatives that drive business growth and operational excellence.
• Collaborate with a passionate and dedicated team, fostering innovation and strategic success.
• Enjoy a competitive salary, professional development opportunities, and a vibrant work environment.

If you’re a seasoned financial professional ready to take on a key leadership role, we’d love to hear from you. Apply now to make a meaningful impact on our organization’s financial future!

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 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
• 
  

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)

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.

About Us

We are a premier One-Stop Integrated Financial Services Provider dedicated to delivering innovative and comprehensive financial solutions. Our services span wealth management, insurance, estate planning, and investment advisory, helping clients achieve their financial goals and aspirations.

We are on the lookout for dynamic and ambitious individuals to join our team as Sales Executives. If you’re passionate about sales, thrive on challenges, and love building meaningful relationships, we want you! Candidates with relevant experience may be considered for a Team Lead role.

Your Role

As a Sales Executive, you will drive business growth by providing exceptional client service and tailored financial solutions.

Key Responsibilities:

• Client Relationship Management:Cultivate and maintain strong relationships with clients.
  Understand clients’ financial needs and provide customized solutions to meet their goals.
  
• Sales Excellence:Market and sell financial products, including investments, insurance, and estate planning solutions.
  Develop strategies to achieve and exceed individual and team sales targets.
  
• Wealth Management Solutions:Advise clients on wealth management strategies to grow and protect their assets.
  Conduct regular portfolio reviews and recommend adjustments to ensure alignment with objectives.
  
• Business Development:Identify and pursue new business opportunities through networking, referrals, and prospecting.
  Create and implement growth strategies to expand market presence.
  
• Entrepreneurial Leadership:Embrace challenges with creativity, confidence, and a solutions-oriented mindset.
  Take ownership of your success and contribute to the growth of the team and company.
  
• Compliance & Market Knowledge:Stay updated on financial markets, trends, and regulatory requirements.
  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 challenges and achieving results.
  Strong interpersonal and communication skills to build trust and rapport with clients.
  Proven sales and business development expertise, with a track record of meeting targets.
  Knowledge of wealth management and financial planning is an advantage.
  
• Certifications:CMFAS certification is advantageous but not mandatory.
  

What We Offer

• Attractive Compensation: Competitive salary with performance-based bonuses.
• Incentive Trips: Yearly trips to celebrate and reward top performers.
• Recognition: Awards and accolades for outstanding achievements.
• Career Advancement: Opportunities to progress to a Team Lead role or other leadership positions.
• Dynamic Work Environment: A collaborative and supportive culture that fosters innovation and growth.

Why Join Us?

We don’t just offer a job—we provide a platform for you to excel, grow, and make a meaningful impact. Whether you’re kickstarting your career or seeking to advance into leadership, this is your opportunity to shine.

Take charge of your future and unlock limitless possibilities. Apply today!

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 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!

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 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?