Job Description & Requirements

The role holder will be involved in the finance team of a banking firm in Singapore, as well as in various ad hoc projects.

The individual will work closely with multiple internal and external stakeholders, including the CFO, actuaries, onshore and offshore teams, and other finance functions, to ensure that all reporting requirements are met to the highest standards and within the strict deadlines imposed by the banking firm’s head office.

This role offers a valuable learning and development opportunity for the right candidate, with exposure to Insurance Finance BAU processes and ongoing projects across the region. It also provides a platform to broaden and strengthen the candidate’s knowledge of both business processes and activities, as well as gain experience in the controls aspects of finance.

Key Responsibilities:

• Lead in-depth local requirements analysis and elaboration to drive best-in-class business and service under the finance function.
• Define and scope requirements analysis for new initiatives, working with in-country and global teams.
• Ensure that all local regulatory and product requirements are met and captured by working closely with local teams.
• Support the Financial Reporting capability by updating processes and artifacts impacted by future operational design.
• Collaborate with a broader Finance Operations and Finance Change Delivery team.
• Work with various stakeholders to ensure the quality of data that flows into the general ledger.
• Assist in providing and reviewing requirements for Finance projects.
• Maintain a broad knowledge of cash management and interbank fund transfer functions.
• Understand the implementation of end-user controls.
• Collaborate with Group, Regional, and other impacted stakeholders to implement processes that support key stakeholders from Financial Reporting, Operations and Change Delivery teams.
• Provide guidance and support to the broader Finance team on a wide range of issues.
• Work with the Finance Management team to understand the risks involved and support the Assurance reviews to ensure coverage of key controls.
• Have a good understanding of end-to-end Finance functions in an insurance business to support ongoing transformation projects or product launches.
• Provide deep and broad subject matter expertise.
• Provide input to Business Case preparation as needed, offering context and data to underpin assumptions.

Requirements:

• A background in finance, with experience in financial reporting.
• Broad understanding of accounting principles.
• Good understanding of Risk & Control processes and how they can be enhanced.
• Familiarity with the relevant internal risk management frameworks, including operational risk policies, SOX framework, and knowledge of the regulatory environment in the financial services sector.
• Good communication and documentation skills.
• Ability to multitask and manage various stakeholders while meeting competing deadlines.

We regret to inform that only shortlisted candidates will be notified / contacted.

EA Registration No.: R22108392, Sarah Siaw Hui Xia

Allegis Group Singapore Pte Ltd, Company Reg No. 200909448N, EA License No. 10C4544

FINANCIAL AND INVESTMENT CONSULTANT

Roles & Responsibilities

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

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

Job description:

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

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

4. Client management and retention.

5. Attend and respond to customer queries professionally.

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

What you get to learn:

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

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

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

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

Who thrives here?/ Requirements

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

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

· Outspoken with excellent communication & interpersonal skills

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

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

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

Kelvin (Reg. No. R1872625)

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

FINANCIAL AND INVESTMENT CONSULTANT

Roles & Responsibilities

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

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

Job description:

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

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

4. Client management and retention.

5. Attend and respond to customer queries professionally.

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

What you get to learn:

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

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

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

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

Who thrives here?/ Requirements

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

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

· Outspoken with excellent communication & interpersonal skills

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

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

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

Kelvin (Reg. No. R1872625)

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

FINANCIAL AND INVESTMENT CONSULTANT

Roles & Responsibilities

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

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

Job description:

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

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

4. Client management and retention.

5. Attend and respond to customer queries professionally.

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

What you get to learn:

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

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

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

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

Who thrives here?/ Requirements

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

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

· Outspoken with excellent communication & interpersonal skills

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

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

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

Kelvin (Reg. No. R1872625)

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

FINANCIAL AND INVESTMENT CONSULTANT

Roles & Responsibilities

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

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

Job description:

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

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

4. Client management and retention.

5. Attend and respond to customer queries professionally.

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

What you get to learn:

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

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

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

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

Who thrives here?/ Requirements

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

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

· Outspoken with excellent communication & interpersonal skills

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

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

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

Kelvin (Reg. No. R1872625)

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

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)

Job Highlights :

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

Job Responsibilities :

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

Job Requirements:

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

Working Location: Central

Working Hours: 5days, 9am-6pm (Flexi)

Training Provided! No Experience Welcome!

Responsibilities:

• Provide expert investment advice and guidance to clients, ensuring their financial objectives are understood and addressed.
• Develop and maintain strong relationships with existing clients, while actively expanding your network to onboard new clients.
• Conduct thorough Financial Needs Analysis for clients, comprehensively assessing their financial situation, risk tolerance, and investment goals.
• Construct and review investment portfolios, ensuring they align with clients' objectives and risk profiles.
• Establish clients’ financial goals and recommend solutions, to help them achieve their financial goals.
• Understand your client's financial objectives and investment requirements
• Work closely with investors in proposing, delivering, and executing solutions for clients; as well as identifying new opportunities
• Stay updated on investment challenges, regulatory changes, and internal operational requirements to engage in informed discussions with clients.

Requirements:

• Minimum Diploma qualification is any field
• Confident in sales presentation and outgoing nature.
• On-job training and guidance would be provided.

Qualified or interested candidates, please submit your updated resume in MS format by using the Apply Now Button or email to [email protected]

Candidates are also encouraged to contact our office where our approachable Consultants will address any inquiries and advice you with relation to this job advertisement. Our dedicated HR Consultants will get in touch with shortlisted candidates for a confidential discussion!

R22103985 | EA License 16C7883

FINANCIAL AND INVESTMENT CONSULTANT

Roles & Responsibilities

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

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

Job description:

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

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

4. Client management and retention.

5. Attend and respond to customer queries professionally.

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

What you get to learn:

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

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

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

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

Who thrives here?/ Requirements

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

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

· Outspoken with excellent communication & interpersonal skills

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

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

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

Kelvin (Reg. No. R1872625)

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

FINANCIAL AND INVESTMENT CONSULTANT

Roles & Responsibilities

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

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

Job description:

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

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

4. Client management and retention.

5. Attend and respond to customer queries professionally.

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

What you get to learn:

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

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

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

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

Who thrives here?/ Requirements

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

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

· Outspoken with excellent communication & interpersonal skills

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

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

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

Kelvin (Reg. No. R1872625)

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

Job Highlights :

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

Job Responsibilities :

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

Job Requirements:

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

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

Main Responsibilities:

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

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

Job Requirements:

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

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

We regret that only shortlisted candidates will be notified.

Our client is in the real estate industry and backed by a global private equity firm. Due to strategic acquisitions, they are now searching for a Financial Controller to join their growing team. You will be reporting to the CFO, and be involved in a full spectrum of financial duties which includes supporting the management on making strategic financial decisions.

Job Scope:

• Manage and provide guidance to a team of finance professionals, ensuring that their professional growth are being fostered.
• Lead the preparation of financial statements, budgeting, forecasting, and management reports in a timely and accurate manner.
• Oversee the financial reporting processes to ensure compliance with accounting standards and company policies.
• Establish and enforce financial policies, procedures, and internal controls to ensure compliance with regulatory standards.
• Liaise with service providers such as auditors, tax advisors, etc.
• Drive and lead continuous improvement in financial/ system processes.

Requirements:

• Bachelor's degree in Accountancy, Business, Finance, or related courses.
• CPA qualified will be preferred.
• At least 8 years of experience in financial management with at least 2 years of leadership experience.
• Experience working in the real estate industry will be an added advantage.
• Strong in financial reporting and tax regulations.
• Strong communication skills and able to work in a fast-paced environment.

Interested parties may reach out to Jacqueline at [email protected] for a confidential chat!

Job Highlights

· Fulfilling & meaningful Career with extremely attractive remuneration model.

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

· Achieve global recognition MDRT on your first year.

· Joint fieldwork with mentorship programme.

· Unlimited High Networth Leads opportunities.

· Fully sponsored incentive trips.

Responsibilities

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

Shortlisted Candidates will be offered

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

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

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

4. Extensive trainings provided by your mentor

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

6. Joint fieldwork with your mentors

7. Fast track on your career progression

Shortlisted Candidates will enjoy

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

2. Uncapped Commission.

3. Quarterly Bonus on top of your commission.

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

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

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

Requirements

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