OCBC opens doors to new opportunities.

Start your career with OCBC as a Senior 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 serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Singapore, our customer proposition caters to different life-stages and needs, ranging from Mighty Savers for children and young families, FRANK by OCBC for youths and young working adults to OCBC Premier Banking for affluent individuals. Besides being the pioneer in various banking products and services which include FRANK by OCBC, full-service Sunday Banking and our award-winning Online Banking, we are also the market leader for Bancassurance sales.

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

As a Senior 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 more than 2 years of relevant retail banking sales experience and proven sales records
• Results-oriented go-getter who works well under pressure.
• Prepared to have flexible working hours that may include working on weekends.

Job Responsibilities

• Works collaboratively with Manufacturing Sales Unit team to address their business goals, initiatives and projects, including but not limited to operation improvement, ROI evaluation and NPD project modelling.
• Provides high-quality financial analysis and commentary for business performance reviews to support senior management making decisions for key business development opportunities
• Works closely with business teams and FEC for financial planning, budgeting and operation matters across all operation regions.
• Manages all aspects of budgeting, planning, and forecasting activities. Monitor budget execution and utilization. Perform evaluation on budget utilization and performance
• Seeks opportunities to systematic solution targeting for efficiency, data accuracy and promptness.
• Conducts decision-support analyses that provides real-time and accurate financial information draws insights from such analyses to make recommendations to the Management team, as well as relevant finance stakeholders
• Gets hands-on and influence others in resolving issues and exploring new opportunities as they arise.
• Supports any other ad-hoc projects.

Job Requirements

• Bachelor’s degree in Finance, Accounting, Business, Economics or equivalent
• At least 5 years of working experience in finance or relevant analytical field
• Demonstrated ability to translate strong technical capabilities into commercial judgement
• Independent and self-motivated in a fast paced and rapidly changing environment where new business initiatives are frequently introduced
• Be comfortable with large volumes of complex data and presenting findings to management
• Proven ability to meet tight deadlines and prioritise workload
• Curious in continuous learning and strong interpersonal skills with the ability to interact with multi-functional teams to drive the alignment and actions
• Excellent command of both spoken and written English
• Good know-how in MS Office and Power BI

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

EY is the most globally integrated professional services organization which encompasses a separate business unit dedicated exclusively to the financial services marketplace. Join Financial Services (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global market perspective. Aligned to key industry groups including asset management, banking and capital markets, insurance and private equity, we provide integrated advisory, assurance, tax, and transaction services to our clients.

Upon embarking on a journey with us, you will experience professional development through exposure to an array of diverse experiences, world-class learning, and individual tailored coaching. This, is how we develop outstanding leaders who endeavor to deliver on our promises to all our stakeholders, and in so doing, play a critical role in building a better working world for our people, our clients and our communities. Sounds interesting? Well this is just the beginning. Whenever you join, however long you stay, the exceptional EY experience will last a lifetime.

The opportunity

You will have the opportunity to take on responsibilities that would allow you to develop a deep and professional knowledge base in markets such as wealth and asset management, banking, insurance, private equity and capital markets.

Your key responsibilities

• Deliver quality auditing services to clients and their stakeholders
• Demonstrate a thorough understanding of complex accounting and auditing concepts and apply them to client situations
• Collaborate to plan engagement objectives and an audit strategy that complies with professional standards and appropriately address risk
• Direct field work, manage engagement economics and inform supervisors of the audit engagement status
• Monitor the engagement team's progress against the plan and alter it when needed
• Supervise junior engagement team members and develop them through effectively delegating audit tasks and providing guidance to assurance staff
• Develop and maintain productive working relationships with audit client personnel, assess audit clients' satisfaction and proactively maintain contact with the audit client throughout the year

Skills and attributes for success

• Challenge previous audit procedures in order to enhance audit techniques
• Foster an efficient, innovative and team-oriented work environment
• Strong leadership and project management skills
• Able to manage multiple engagement and deadline-drive
• Strong written and verbal communication skills
• Integrity within a professional environment

To qualify for the role, you must have

• A degree in Accounting, Finance, or a related field, obtained Singapore CPA qualification
• At least 1 years of related work experience in audit field for insurance, banking or asset management industries

Ideally, you’ll also have

Knowledge of business trends, emerging technical and industry developments

What we look for

Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident team player that collaborates with people from various teams while looking to develop your career in a dynamic organization.

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 50% of what you closed

+ Free Overseas Trip Incentives!

+ Quarterly Bonus in % of sales!

How do the 50% commissions work? For example, if you close a monthly $500 case, $500 x 12 = $6000. You get 50% which is $3000!!

That's just 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

Additional Benefits:

• Additional Leave
• Flexible Schedule
• Management Fast Track Program
• Professional Development

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

EY is the most globally integrated professional services organization which encompasses a separate business unit dedicated exclusively to the financial services marketplace. Join Financial Services (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global market perspective. Aligned to key industry groups including asset management, banking and capital markets, insurance and private equity, we provide integrated advisory, assurance, tax, and transaction services to our clients.

Upon embarking on a journey with us, you will experience professional development through exposure to an array of diverse experiences, world-class learning, and individual tailored coaching. This, is how we develop outstanding leaders who endeavor to deliver on our promises to all our stakeholders, and in so doing, play a critical role in building a better working world for our people, our clients and our communities. Sounds interesting? Well this is just the beginning. Whenever you join, however long you stay, the exceptional EY experience will last a lifetime.

The opportunity

You will have the opportunity to take on responsibilities that would allow you to develop a deep and professional knowledge base in markets such as wealth and asset management, banking, insurance, private equity and capital markets.

Your key responsibilities

• Deliver quality auditing services to clients and their stakeholders
• Demonstrate a thorough understanding of complex accounting and auditing concepts and apply them to client situations
• Collaborate to plan engagement objectives and an audit strategy that complies with professional standards and appropriately address risk
• Direct field work, manage engagement economics and inform supervisors of the audit engagement status
• Monitor the engagement team's progress against the plan and alter it when needed
• Supervise junior engagement team members and develop them through effectively delegating audit tasks and providing guidance to assurance staff
• Develop and maintain productive working relationships with audit client personnel, assess audit clients' satisfaction and proactively maintain contact with the audit client throughout the year

Skills and attributes for success

• Challenge previous audit procedures in order to enhance audit techniques
• Foster an efficient, innovative and team-oriented work environment
• Strong leadership and project management skills
• Able to manage multiple engagement and deadline-drive
• Strong written and verbal communication skills
• Integrity within a professional environment

To qualify for the role, you must have

• A degree in Accounting, Finance, or a related field, obtained Singapore CPA qualification
• At least 3 years of related work experience in audit field for insurance, banking or asset management industries

Ideally, you’ll also have

Knowledge of business trends, emerging technical and industry developments

What we look for

Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident team player that collaborates with people from various teams while looking to develop your career in a dynamic organization.

Company Overview:

At TAG, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork, and fairness. Most importantly, we invest in our people through various training to develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential.

With a commitment to excellence and innovation, we are seeking a dynamic and results-driven Headhunter to join our team and lead the recruitment efforts for experienced financial services consultants.

Job Summary:

As the Headhunter for Financial Services Consultants Recruitment, you will play a pivotal role in identifying, attracting, and securing top-tier talent to strengthen our team of financial services professionals. This position requires a strategic approach to talent acquisition, an in-depth understanding of the financial services industry, and excellent interpersonal skills to engage and build relationships with potential candidates.

Responsibilities:

1. Strategic Planning:

• Develop and implement a comprehensive recruitment strategy to attract high-caliber financial services consultants.

• Collaborate with senior management to understand workforce needs and align recruitment efforts with organizational goals.

2. Candidate Sourcing and Screening:

• Utilize various channels and platforms to source potential candidates, including but not limited to job boards, social media, professional networks, and industry events.

• Conduct thorough candidate assessments, screening interviews, and reference checks to ensure candidates align with the company's values and requirements.

3. Relationship Building:

• Cultivate and maintain relationships with potential candidates, industry professionals, and networking groups to build a strong talent pipeline.

• Serve as a brand ambassador for the company, promoting a positive and compelling image to attract top talent.

4. Collaboration and Communication:

• Work closely with hiring managers and department heads to understand specific hiring needs and develop tailored recruitment strategies.

• Provide regular updates and reports on recruitment progress, including candidate pipelines, challenges, and recommendations.

5. Market Research:

• Stay abreast of industry trends, competitor activities, and market dynamics to inform recruitment strategies and maintain a competitive edge in talent acquisition.

Qualifications:

• Bachelor's degree in Human Resources, Business Administration, or a related field.

• Proven experience as a headhunter or in a similar recruitment role, with a focus on financial services.

• In-depth knowledge of the financial services industry and an understanding of the skills and qualifications required for success in the sector.

• Exceptional interpersonal and communication skills.

• Strong organizational and time-management abilities.

• Familiarity with LinkedIn recruiter and other recruitment tools.

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

EY is the most globally integrated professional services organization which encompasses a separate business unit dedicated exclusively to the financial services marketplace. Join Financial Services (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global market perspective. Aligned to key industry groups including asset management, banking and capital markets, insurance and private equity, we provide integrated advisory, assurance, tax, and transaction services to our clients.

The Extended Assurance (EA) team builds on its expertise in assessing risks and controls of financial institutions, ranging from:

• Governance, Enterprise risk management
• Environmental, Social, Governance (ESG)
• Regulatory compliance (e.g. anti-money laundering, conduct risk etc)
• Business risks (e.g. investment management, credit, payments etc)
• Operational & Technology risk management
• Emerging technology

With this, our EA team provides clients and their key stakeholders the assurance that their governance, control environment, risk management and regulatory compliance are effectively designed and operating effectively. The EA team offers this assurance through a variety of services including controls / regulatory assurance, independent assessments and internal audits.

The opportunity

You will have the opportunity to take on responsibilities that would allow you to develop a deep and professional knowledge base in markets including wealth and asset management, banking and capital markets, insurance, payment services providers and service providers to the financial institutions.

Your key responsibilities

• Deliver quality EA services to clients and their stakeholders.
• Demonstrate a thorough understanding of risk management and controls concepts and apply them to client situations.
• Collaborate to plan engagement objectives and an engagement strategy that complies with professional standards and appropriately address risk.
• Direct field work, manage engagement economics and inform supervisors of the engagement status.
• Monitor the engagement team's progress against the plan and alter it when needed.
• Supervise junior engagement team members and develop them through effectively delegating tasks and providing guidance to EA staff.
• Develop and maintain productive working relationships with client personnel, assess clients' satisfaction and proactively maintain contact with the client throughout the year.

Skills and attributes for success

• Keen interest in controls and risk management
• Foster an efficient, innovative and team-oriented work environment.
• Strong leadership and project management skills
• Able to manage multiple engagement and deadline-drive
• Strong written and verbal communication skills
• Integrity within a professional environment

To qualify for the role you must have

• A degree in Accounting, Finance, Technology, Sustainability or a related field or Certified Internal Auditor qualification
• At least 3 years of related work experience in internal or external audit field for insurance, banking & capital markets, asset management, payment industries

Ideally, you’ll also have

• Knowledge of financial sector business trends, emerging technical and industry developments.
• Knowledge of MAS regulations for financial institutions.

What we look for

Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident team player that collaborates with people from various teams while looking to develop your career in a dynamic organization.

What we offer

EY offers a competitive remuneration package where you’ll be rewarded for your individual and team performance. We are committed to being an inclusive employer and are happy to consider flexible working arrangements. Plus, we offer:

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

Job Description & Requirements

We are looking for candidates who are intersted in joining the Financial Advisory industry.

Roles and Responsibilities

• Develope in-depth knowledge of the suite of financial products to advise clients and prospects accordingly.
• Scheduling meetings with clients to discuss their financial needs and goals
• Help client plans a roadmap towards financial security with their needs as the focus
• Developing and sustaining long-term relationships with clients
• Maintain the highest level of professionalism when interacting with clients and prospects

Requirements

• Minimum Diploma holders, fresh graduates welcomed
• Good communication skills

Do note that successful incumbent will be in dual function of Strategic Planning and Head, Financial Planning & Analysis for Southeast Asia.

Responsibilities

Strategic Planning

• Drive the development and execution of CLI and Ascott global strategic planning process
• Develop and manage the group long-range planning projections
• Work closely with cross-functional teams to ensure alignment of operational initiatives with strategic goals
• Support Ascott leadership (ALC) and Region/Country teams on functional and region/country growth and strategy
• Conduct comprehensive market analysis, competitive assessments, and industry research to inform strategic decision-making
• Identify growth opportunities, market trends, and potential risks to develop actionable strategic recommendations
• Lead the preparation of performance reporting and strategic meetings – monthly CLI reporting, TAL board meetings, Ascott management retreat (AMR), Ascott global conference (AGC) etc
• Develop and maintain relationships with external partners, industry experts, and stakeholders to stay informed on industry developments
• Evaluate potential mergers, acquisitions, partnerships, and other strategic alliances

Financial Planning & Analysis

• Lead the development and execution of SEA region's financial planning and analysis processes
• Lead the asset management activities in SEA region, including tracking and managing contract renewals, termination and renovation projects (financial analysis/ROI)
• Support the Country teams in the annual budgeting and forecasting process
• Conduct in-depth financial analysis to provide insights and recommendations for optimizing financial performance and growth
• Monitor key performance indicators and provide regular updates on the country/regional’s performance to country/regional leadership

Requirements

• Bachelor’s degree in Finance, Accounting, or related field; MBA preferred
• 10-15 years of experience in financial planning and analysis, with a focus on the hospitality sector
• Proven track record of successfully leading strategic planning initiatives
• Strong analytical skills with proficiency in financial modelling and forecasting
• Excellent communication and presentation skills
• Ability to thrive in a dynamic and fast-paced environment
• Demonstrated leadership experience and the ability to collaborate effectively with cross-functional teams
• In-depth knowledge of the hospitality industry and market trends

Only shortlisted candidates will be notified.

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 50% of what you closed +
• Overseas Trip Incentives +
• Quartertly Bonus in % of sales!

How do the 50% commissions work? For example, if you close a monthly $500 case, $500 x 12 = $6000. You get 50% which is $3000! That's just ONE case per MONTH.

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

Job Types: Full-time, Permanent, Fresh graduate, Freelance, Student job

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

• Excellent practical understanding of machine learning techniques and algorithms
• Should have expertise in Graph analytics
• Good applied statistics skills, such as distributions, statistical testing, regression, etc
• Expertise in domain like AML and Compliance
• Experience with common data science toolkits
• Experience with data visualisation tools
• Proficiency in using query languages such as SQL, Hive, Pig
• Experience with NoSQL databases, such as MongoDB, Cassandra, HBase
• Would be able to conceptualize requirement, Selecting features, building and optimizing models using machine learning techniques
• Data mining using state-of-the-art methods
• Extending company’s data with third party sources of information when needed
• Enhancing data collection procedures to include information that is relevant for building analytic systems
• Hands-on experience on Processing, cleansing, and verifying the integrity of data used for analysis
• Creating automated anomaly detection systems and constant tracking of performance of models
• Should have great communication skills
• Having experience working in a banking and compliance domain will be added advantage.

Job Descriptions:

1、Responsible for periodic review and update of Expenditure and Cost Management, Fixed Assets Management related policies and procedures.

2、Responsible for preparation, review and monitoring of Expenditure and Fixed Assets budget and analysis report. Provide budgetary adjustment and periodic closure recommendations.

3、Arrangement of periodic and adhoc financial compliance review on expenditure and Fixed Assets related matters, report relevant findings and monitor rectification progress on issues identified.

4、Prepare specific analytical reports and review on expenditure according to head office and branch management request. Provide recommendations on cost control measures and implement required measures.

5、Participate and act as secretary to Financial review and Procurement Management Committee, prepare and review meeting materials and make meeting arrangements, prepare due diligence review reports.

6、Perform due diligence review on budgetary request raised by various departments.

7、Periodic reconciliation, inspection on Fixed Assets, perform due diligence review on property rental and disposal proposal, to ensure adherence to compliance procedures and approval authorisations on relevant matters.

8、Participate in procurement related work when necessary.

Job Requirements:

1. Working experiences of 2 years and above is preferred.

2. Finance, accounting, banking or audit experiences preferred.

3. Good communication skills, independent and able to work under stress or tight timeline.

3. Proficient in Office software.

4. Effectively bilingual in English and Chinese so as to communicate effectively with our China counterpart and Chinese-speaking customers.

Responsibilities

• The Director will oversee a portfolio of projects and project leads related to sustainability and ESG, including Climate Change, and drive our go-to-market strategy.

• This role will be one of the senior business consulting lead on sustainability/ESG/climate change related topic within FSO, therefore requiring Financial Services, Consulting and Sustainability expertise and experience.

• She/he will be responsible for the end-to-end delivery of projects within their portfolio from the planning and requirements phase to project delivery and closure while ensuring the project delivers significant business value. Time, budget, and quality are key performance indicators of delivery. We expect the director to supervise a number of staff required through engagements (manager, associate level), to support business development and build up capacity within the wider consulting staff through training.

• Sustainable Finance is a transformative theme, touching product design, strategy, value proposition, credit processes, technology (data solutions, vendor selection, system design), finance (reporting, funding) and risk management (analytics, governance, processes). We expect this role to cover all elements from a consulting perspective, bringing together specialist consulting expertise from our service lines and competencies, and collaborating heavily with CCaSS and SaT on go-to-market initiatives and project execution.

Skills/Requirement

• Significant consulting experience in scoping and delivering sustainability/ ESG/ climate change related engagements.

• Relevant industry-leading certifications / diploma in sustainable finance

• 12+ years of experience in managing large, complex, and cross-functional projects, programs, and portfolios.

• Financial Services industry experience is required.

• Effective interpersonal skills including collaborating, team building, and communication skills to build strong relationships with stakeholders.

• Strong analytical, planning, and organizational skills with an ability to manage competing demands.

Responsibilities:

• Assisting in compliance functions such as designing and performing compliance monitoring / surveillance and reviews to ensure compliance with applicable laws and regulations
• Interpret and analyse new or revised regulatory requirements, and providing advisory support to business units and the management to ensure they adopt adequate measures to manage/mitigate compliance risks.
• Timely escalation of adverse or significant compliance/regulatory issues to management
• Design compliance training materials/regular training to business units to ensure they remain abreast of latest regulatory developments.
• Assist the team in the liaison function with regulatory bodies and industry associations in terms of inspections, official communications, submissions, requests, etc.
• Preparing periodic reports to the Senior Management/relevant Committees on compliance reporting based on FAA, SFA and related relevant regulations requirement

Requirements:

• Degree in Accountancy, Business, Banking & Finance or equivalent qualification
• At least 5 years of relevant experience in Compliance, Internal or External Audit
• Good understanding of the regulatory framework for securities business, including but not limited to Securities and Futures Act, Financial Advisers Act, SGX-ST Rules and AML/CFT financial crime-related regulatory requirements.
• Strong ability in assessing the appropriateness of the FI's compliance procedures and guidelines and evaluating compliance with requirements

We apologize that only shortlisted candidates will be contacted. Thank you

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PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E

EA Registration No. R1653100 (Goh Jia Zhen Crystal)

Moomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform – moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds an unique digitalised investment community to connect all users, investors, companies, analysts, media and key opinion leaders.

In Singapore, Moomoo Financial Singapore Pte. Ltd. (www.moomoo.com/sg) offers investment products for trading via the moomoo platforms, and it is a capital markets services licence holder regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In June 2022, Moomoo Singapore became the first digital brokerage to receive all five memberships from the SGX Group for the securities and derivatives markets.

Sales Director, Private Wealth and Institutional Business

Responsibilities:

• Focus on private welath management segment, including high net worth and family offices. Form good understanding on the wealth management landscape and develop a good network within the segment.
• Develop and implement strategic initiatives to drive business growth, including but not limited to direct prospecting, referring channels and events.
• Develop in-depth understanding on moomoo’s platforms, products and solutions, able to differentiate and match accordingly to Private Wealth clients' trading and investment needs.
• Initiate and drive internal improvements on platforms, products and solutions to better match the general needs of private wealth clients.
• Plan and work independently to achieve personal sales targets within a team setup, where you can leverage resources among your peers and other teams within the company.
• Maintain good relationship with family officers and high new worth clients, and establish long term client retention and partnerships.

Requirements:

• At least 3 years of working experience in business development functions facing HNW / UHNW and family offices, focusing on trading/investment products, platforms, or solutions.
• Have experiences dealing with private wealth clients on investment and asset allocation, etc.
• Self-driven in advisory function and able to manage the whole client cycle independently.
• Solid knowledge base in multi-assets, compulsory in equities trading. Able to pick up quickly on demonstrating trading/investment platform and solutions.
• Fast learner, effective communicator, and team player.
• Good command of Mandarin is a huge plus.

We offer a comprehensive and holistic work experience and package as follows:

• Competitive compensation, including quarterly commission
• Fun loving and diverse work environment
• Fair working culture

Moomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform – moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds an unique digitalised investment community to connect all users, investors, companies, analysts, media and key opinion leaders.

In Singapore, Moomoo Financial Singapore Pte. Ltd. (www.moomoo.com/sg) offers investment products for trading via the moomoo platforms, and it is a capital markets services licence holder regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In June 2022, Moomoo Singapore became the first digital brokerage to receive all five memberships from the SGX Group for the securities and derivatives markets.

Investment Advisor, Private Wealth

Responsibilities:

• Focus on private welath management segment, including high net worth and family offices. Form good understanding on the wealth management landscape and develop a good network within the segment.
• Develop and implement strategic initiatives to drive business growth, including but not limited to direct prospecting, referring channels and events.
• Develop in-depth understanding on moomoo’s platforms, products and solutions, able to differentiate and match accordingly to Private Wealth clients' trading and investment needs.
• Initiate and drive internal improvements on platforms, products and solutions to better match the general needs of private wealth clients.
• Plan and work independently to achieve personal sales targets within a team setup, where you can leverage resources among your peers and other teams within the company.
• Maintain good relationship with family officers and high new worth clients, and establish long term client retention and partnerships.

Requirements:

• At least 3 years of working experience in business development functions facing HNW / UHNW and family offices, focusing on trading/investment products, platforms, or solutions.
• Have experiences dealing with private wealth clients on investment and asset allocation, etc.
• Self-driven in advisory function and able to manage the whole client cycle independently.
• Solid knowledge base in multi-assets, compulsory in equities trading. Able to pick up quickly on demonstrating trading/investment platform and solutions.
• Fast learner, effective communicator, and team player.
• Good command of Mandarin is a huge plus.

We offer a comprehensive and holistic work experience and package as follows:

• Competitive compensation, including quarterly commission
• Fun loving and diverse work environment
• Fair working culture

Allen & Overy is a leading global law firm operating in over thirty countries. We work on some of the most challenging and important deals and have built a reputation for delivering exceptional legal solutions that help our clients grow, innovate and thrive. Our business teams work hand-in-hand with our lawyers, Consultants and other specialist teams, and are ambitious, driven and leaders in their field. The legal industry is changing, and we're committed to leading that change by putting our people first, embracing new ways of thinking and integrating technology into our everyday work.

With us, you will constantly be learning and growing. We invest in you by offering exceptional professional and personal development – providing training, mentoring and practical support. We offer rewarding careers that are built around your strengths and designed to ensure you can achieve your personal and professional goals, recognising that those may look different for everyone.

We have a powerful commitment to diversity, equity and inclusion. We’re determined to play our part in advancing a workplace where progress is made by harnessing our differences – whatever defines you, we ask you to bring your whole self to work.

What truly defines a career at Allen & Overy? We recruit the best and ask for the best of you. We provide challenge, support and a place for you to belong. And together we excel, working on meaningful projects of global significance.

Department purpose

Provide high quality advice and relevant information to the decision makers in A&O, ensuring compliance with regulations and deliver our service efficiently.

Role purpose

This role will work with the regional practice group heads and the regional CFOs as a trusted advisor, providing sound financial advice based on extensive experience of the financial, commercial and operational workings of

the ASEAN and APAC Litigation practice groups and the wider firm. The purpose of the role is to enhance and

develop the practice groups’ profitability, by making and supporting informed and intelligent financial decisions.

Key relationships

• Regional CFOs and finance teams
• Group Finance team
• Partners in the region
• Other support professionals in the region

Role and responsibilities

• Prepare partner-facing reports including written commentaries with information to drive financial performance. This will include financial results, KPI and matter / client analysis as well as individual partner performance
• Manage the investment planning cycle for ASEAN and APAC Litigation and updating forecasts on an ongoing basis as circumstances change including headcount movements, productivity levels, and recoveries etc.
• Manage the ASEAN and APAC Litigation budgets providing feedback to regional practice group heads and other partner stakeholders, in particular challenging them to set targets which will improve their team’s financial performance and testing whether their proposals to deliver the budget are reasonable
• Lead on working capital management for ASEAN and APAC Litigation in conjunction with the local working capital / revenue teams to improve billing/collection efficiency and WIP/debtor lock up
• Work closely with the CFOs to monitor profitability, identify financial trends and assist with data and analysis
• Work closely with BD and CRM on a number of client related initiatives around profitable income growth, client incentives and relationships and provide analysis of client / matter profitability across the region. This may include financial modelling support for pricing scenarios and deal structuring
• Provide analysis using sophisticated data sets to understand underlying profitability, potential growth opportunities, considering FX, market, cost changes and other impacts
• Ability to critically analyse and evaluate data at a macro level to provide insight and advice to the partnership
• Ability to understand the wider business issues and to develop new ideas which will add value, based on a full understanding of the firm's critical success factors
• Delivery, design, and preparation of financial presentations and one off financial analyses as required to support the regional CFOs
• Build strong trusted advisor relationships with Partners and senior business stakeholders
• Adhoc support to ASEAN CFO at regional and local levels

Competencies for success

• Ability to influence at the highest level as a credible, collaborative and commercial individual
• Outstanding analytical skills & knowledge of economic factors impacting professional services
• Excellent communicator; able to explain complex issues to financial or non-financial stakeholders
• A methodical and meticulous approach to work
• Ability to take a business question, probe, data mine, interpret the data and make recommendation
• Outstanding interpersonal skills and inquisitive.
• Demonstrate a hands-on approach and success in working in a team based environment
• Results driven; having a proactive, goal orientated approach to decision making
• Able to work under pressure to meet tight deadlines and targets
• Strong IT system skills

Qualifications and work experience

• Qualified Accountant
• Five or more years’ experience in professional service industry

Menrva Group is looking for an experienced consultant to join its growing team of consultants. As a Senior Consultant, you must have strong technical expertise and excellent business acumen. Working alongside business development team, you will be assisting with the growth of business strategies and the successful delivery of technical projects.

Main objectives of the role:

· Manage customer relationships by designing, developing and delivering appropriate solutions.

· Drive opportunities through internal sales teams and through direct customer business development activities.

· Drive technical proposals by understanding and articulating customer problems and deliver solutions through strong solution design skills.

· Take ownership of the technical delivery of the project and guide delivery team to successfully develop and deploy proposed solution to customers.

· Assist the sales team to shape and influence client initiatives by developing consulting project/programs with clients.

· Stay abreast of latest technology/ financial market trends to provide expert recommendations.

· Scope, design, validate, refine and present solutions to include advanced product/business/technology concepts and future direction.

· Develop proposals and financial estimates for client consulting projects.

Core skills:

· Degree holder

· Strong business acumen with 6+ years of experience in relevant technologies.

· Proven exposure to various methodologies, best practices and technologies – agile, waterfall etc. and traditional estimation scoping and pricing.

· Ability to define and understand customer problems and present solutions to clients.

· Strong technology strategy and operating model design knowledge.

· Experience in design and implementation of transformation projects.

· Excellent communication, interpersonal and collaboration skills, with an ability to build relationships within business.

· A result orientated and commercially customer focused mindset, capable of working in fast-paced environments.

Interested?

This is a fantastic opportunity to join a global firm that takes prides in its diverse, friendly and flexible working environment and has a global client base. Please register your interest by applying to this exciting career move and get in touch with Steve at [email protected] to discuss further.

Deloitte Forensic is the pre-eminent forensic practice in Singapore and Southeast Asia and advises local, regional and global clients in the complex areas of Disputes, Discovery, Forensic Analytics, Forensic Investigations (including, fraud, corruption and misconduct), and Financial Crime Advisory.

We are looking for suitably qualified professionals to be a part of our Forensic Advisory team in Singapore. Our Forensic Advisory team helps companies protect their brand and reputation by proactively advising on their exposure to fraud, corruption, and other business risk issues. Topic areas include AML, Know-your-customer (KYC), Customer Due Diligence (CDD), Sanctions and other financial regulations.

Role and Responsibilities

· Service clients in Singapore and Southeast Asia in a variety of projects in the field of Regulatory Advisory including policy & procedure reviews, regulatory gap analysis, transaction “look backs”, audit and compliance testing, technology reviews and selections, etc.

· Be informed and stay up-to-date with emerging AML and other regulatory requirements and guidance affecting clients in the financial services industry.

· Assist Manager / Director / Partner in delivering training to internal and external audiences in public speaking engagements.

· Participate on projects of other Deloitte Forensic service lines, when needed.

Requirements

• You should possess a relevant degree or professional certification.

• Minimum 2 years of relevant work experience with an understanding of local, regional or international AML regulatory environment and common money laundering schemes.

• Prior experience in areas related to AML, Forensic Accounting, Fraud & Financial Investigations, Business Intelligence, Internal Audit and Compliance will also be considered.

• Any qualification or experience in AML technology / analytics / data will be an added advantage.

• Demonstrated ability to work as part of a team.

• Strong analytical and interpersonal skills.

• Willing and able to travel on short notice.

Due to volume of applications, we regret only shortlisted candidates will be notified.

Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path to achieve their personal financial goals and objectives. Our MAS regulated Financial Advisors pride themselves on providing professional and unbiased financial advice that helps our clients create and protect their wealth.

Due to our consistent expansion of business, we are keen to hire a new Client Services Manager to join our team. This is mainly an administrative role that will require a proficient and enthusiastic individual. You will be working alongside our Financial Advisors to provide support in the day-to-day tasks of Financial Planning and to liaise with clients. In return, we can offer you unparalleled career path potential, valuable training and experience in the world of financial services in a lively professional working environment.

There will be a PA element to the role including arranging follow ups, general administration and preparing client reports and documentation for meetings. The ideal candidate will therefore need to be meticulous and detail-oriented ensuring that there are no oversights. We are looking for people who are driven and have displayed an active interest in the financial services sector. This will be an opportunity for the right candidate to learn a great deal about the industry and grow and expand quickly.

Why GFC?:

- Training & Support Provided – We ensure that you’re given opportunities to succeed

- Career Advancement Opportunities

- Quarterly Team-Building Initiatives

- Close-Knit Environment

- Opportunity to work with a diverse team

Job Responsibilities:

- Preparing client review pack and providers documents and others

- Preparing new business sign up pack

- Preparing statement of advice for existing clients / prospects

- Preparing Pension sign up pack

- Book review meeting for existing clients

- Process and checking of new business application/paperwork to make sure everything is in order before handing over to compliance for their checking

- Email clients outstanding requirements request from providers or forward to Adviser to follow up with client accordingly

- Process client new business or top-up to send over to providers for processing

- Follow up with providers for a status when required by Advisers via email or phone

- Check Advisers calendar daily to make sure there are meeting rooms being booked

- Scan in all confirmation/correspondence letters from providers to clients folder

- Frequently check incoming emails for Adviser/providers requests or queries

- Chase providers for new business on the pipeline for the respective Advisers you are working for

- Submission of monthly spreadsheets to ensure maintainance of client details/status in CRM system

- Any other general administrative work and other various ad hoc duties

Job Requirements:

· 2+ years of industry-related financial para-planner/client services manager experience preferred

· Proficient in English both verbal and written

· IT Savvy

· Detailed and meticulous

· Good time management

· Excellent communication and interpersonal management skills

· Independent and self-motivated

· Responsible individual with a positive mindset

· Dynamic, proficient and result driven personality

· Ability to prioritise and manage own workload without supervision

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

About the Company:

We are an established Tech company based in Singapore, specializing in providing cutting-edge technology solutions to our clients from government to MNCs to in-house projects.

About the Role:

As a rapidly growing company, we are seeking a Financial Controller to play a crucial role in managing our financial operations. We are seeking a dedicated, proactive and organised Financial Controller. You will play a crucial role in supporting the accounting and finance management function, including liaision with management and internal staff. If you are proactive with a positive attitude, we are inviting you to join our organisation.

As Financial Controller, Key Responsibilities are as follows:

Controlling

• Overseeing and piloting the financial controlling & reporting of multiple legal entities with support of accounting manager/financial controller of local entities
• Manage and monitor financials to meet KPIs - Revenue, EBITA, Cashflow, Capex, Debt Service Cover Ratio, Net Leverage, etc.
• Strengthen and develop business processes for sound financial management, resource allocation and decision making.
• Provide insights & analyses of financial performances.
• In charge of the internal control plan (financial part) and ensuring the statutory audits are done in a timely manner

Accounting

• Ensure timely closing of accounts.
• Ensure financials are accurately accounted for, consolidated and reported on a timely basis for all subsidiaries.
• Review all account reconciliations prepared by the team and follow up on outstanding items and or differences.
• Ensure the billing & collection activities within AR team are managed efficiently.
• Maintain control over all financial transactions and to manage company’s liquidity.
• Oversee group consolidation and monthly intercompany & balance sheet reconciliations.
• Ensure compliance with FRS, oversee audit process and review audited financial statements.
• Review corporate tax, GST and withholding tax as prepared by team.
• Responsible for the governance & reporting of the loan covenants.
• Liaise with external auditors, corporate secretaries, bankers and tax agents as and when necessary.
• Implement and/or review financial policies and procedures to ensure effective & efficient financial management within the company.
• Lead transversal accounting projects.
• Setting-up the monthly closing process
• Ensuring that the tax and statutory requirements are met when it comes with funding by shareholders loans or capital increases.
• Reporting the results and highlights to the management on in a timely manner

Others

• Handle and ensure all audits are well-handled and closed with minimal finding in a timely manner
• Assessing the current finance management and any area of improvement and budgeting
• Hands-on to Lead a team of accountants and manage the team’s priorities, tasks, development
• Responsible for the training and development of team members
• Other ad-hoc duties as required

The ideal candidate should have the following qualifications:

· Bachelor’s Degree or above in Finance and/or Accountancy with CA/CPA/ACCA.

· Possesses a minimum 10 years of relevant working experience in financial accounting

· Candidates with intercompany accounting background will be preferred

· Confident and decisive with great leadership skills.

· Ability to multi-task and work with tight timelines.

· Good communication and interpersonal skills.

· Ability to work cross-functionally and independently

· Strong working knowledge of Excel, appetite for developing IT skills able to learn other tools used

· Able to grasp understanding and manage businesses/companies and their relationship

· Attention to accuracy and detail required

· Excellent analytical and problem-solving skills

· Takes ownership and initiative to align with management directions

Menrva Group is building its Consulting team to provide services to its APAC client base.

We are looking for people who are eager to develop solutions that matter. Project types may include financial analyses, analysing programs and developing recommendations for improvement and business process design. The Consultant will engage with our Financial Services and Technology clients in developing their business, IT, digital and innovation agenda, and supporting them on their transformation journey.

Main objectives of the role:

• Provide support to client projects.
• Prepare and present agendas and written status reports for clients.
• Complete analysis on large data sets.
• Support implementation of major project phases or tasks.
• Assist with preparation of written reports, deliverables, and other materials for clients.
• Participate in data gathering activities including conducting research, interviews and focus groups, joining client meetings, note taking/data entry, and analysing data/information.
• Other project support responsibilities as necessary.

Core Skills:

• Bachelor’s Degree or equivalent experience required.
• 2-5 years of relevant consulting experience in financial services or technology industries.
• Strong organisational, interpersonal, analytical, research, presentation, time management skills.
• A detail-oriented problem-solving approach to business and technical issues.
• An entrepreneurial personality with the flexibility and willingness to embrace change.
• A critical thinker with intellectual curiosity and ability to anticipate future project needs.
• Demonstrated passion for life-long learning and staying well-informed about current industry issues.
• A commitment to deliver exceptional client service.
• Strong communications and stakeholder management skills.
• Ability to work autonomously as well as being part of a team that is globally distributed.
• Excellent Microsoft applications skills, in particular PowerPoint and Excel.

Interested?

This is a fantastic opportunity to join a global firm that has an impressive client base and takes prides in its diverse, friendly and flexible working environment. Please get in touch with Steve at steve.menrvaconsulting.com to discuss this exciting career move.

Roles & Responsibilities

• Full holistic financial planning for individuals in Singapore.
• Generating new clients through effective marketing techniques and resources available.
• Assessing each individual client needs and providing them with bespoke tailored solutions from; Life Insurance, Retirement Planning, Pension Transfer, Trust Planning, Lump Sum Investments and efficient tax vehicles is required.
• Responsible for effective management of these portfolios and constant review of the performance of these portfolios.
• In depth knowledge of UK Tax and Inheritance Tax planning
• Treatment of USA shares for non US citizens

Work experience

A Minimum of 8 years’ work experience in financial planning in a Singapore based firm

Must have exams: M5, M8, M8a, M9, M9a and HI CMFAS exams

Must have a current MAS representative licence

Must have a minimum book size to bring to TallRock of at least $20m AUA (Assets Under Advise)

EA 15C7529

EA Personnel R22106118

We invite highly motivated and dynamic professionals to join our growing Deal Advisory – Transaction Services practice in the Singapore office, where we are recognised for delivering innovative client solutions and fostering a dynamic work environment with an internationally diverse team.

Our Deal Advisory represent an integrated team of specialists providing holistic solutions for buying, selling, partnering, funding and fixing, in ways that businesses can add and preserve value for our. One of our Deal Advisory - Transaction Services core offerings is financial due diligence assistance in relation to acquisitions, disposals, public bids/mergers, joint ventures, buy-outs and other transactions. The team also helps clients to identify opportunities and risks in their transaction processes to identify value and satisfy the due diligence requirements.

As a key member of the Deal Advisory – Transaction Services (Financial Due Diligence) team, the Senior Associate / Assistant Manager will play a critical role in shaping our client’s strategic investment decisions by providing comprehensive financial insights in a fast-paced deals environment.

Responsibilities

• Conduct comprehensive financial analysis on Target companies to evaluate financial performance and position.
• Perform in-depth analysis of financial statements, cash flows, and deal metrics to identify key business drivers, trends, and anomalies.
• Regularly communicate observations and findings to project team leads in a constructive manner.
• Responsible for drafting of follow-up discussion agenda with Target company management to address potential concerns
• Manage interactions with Target management, demonstrating effective communication skills and professionalism.
• Take a primary role in data management, reviewing source information, and highlighting data gaps in a timely manner.
• Assist project teams in drafting reports, articulating key findings, potential risks, and recommendations based on financial analysis.
• Act as a key team member across engagements, collaborating with team members from various functions.

Requirements

• Strong academic background with a focus on finance, accounting or related fields.
• Candidates with professional qualifications such as ISCA / SQP, ICAEW, ACCA or equivalent is a plus.
• Min 2-3 years of relevant experience in a global accounting firms, preferably with exposure to financial due diligence. Candidates with audit, M&A, business combinations or business analytics will be considered, with a demonstrated aptitude for learning.
• Strong analytical skills complemented with sound business acumen.
• Strong knowledge of accounting principles.
• Exposure to wide / diverse industries is value adding.
• Excellent written and oral communication skills in English. Any additional language capability (e.g. Mandarin, Bahasa Indonesia, Vietnamese) is an added advantage to facilitate client’s communication.
• Proven ability to perform consistently under pressure.
• Strong personal impact, e.g. self-motivated and confidence.
• Enthusiastic about staying updated with industry trends and accounting standards.

Only shortlisted candidates will be contacted by KPMG Talent Acquisition team, personal data collected will be used for recruitment purposes only.

At KPMG in Singapore we are committed to creating a diverse and inclusive workplace. We believe that diversity of thought, background and experience strengthens relationships and delivers meaningful benefits to our people, our clients and communities. As an equal opportunity employer, all qualified applicants will receive consideration for employment regardless of age, race, gender identity or expression, colour, marital status, religion, sexual orientation, disability, or other non-merit factors. We celebrate the different talents that our people bring and support every staff member in their journey to achieve personal and professional growth. One of the ways we do this is through Take Charge: Flexi-work, our flexible working framework which enables agile and innovative teams to help deliver our business goals

about the company

Our client is one of Asia’s largest brokerage firms. They offer a full range of services to organizations and individuals. They are committed to nurture talents and strongly believe in supporting the growth ambitions of its employees.

about the job

• Your primary duty involves conducting financial and operational audits, reviewing business processes, and performing compliance audits.
• Developing audit programs and assessing internal control systems.
• Conducting audit tests to determine compliance with existing policies, procedures, and regulatory standards.
• Identifying issues and proposing suitable courses of action or improvements for the organization's operations.

skills and experience required

• Min. Diploma holder in Accountancy
• No experience required
• Independent, Meticulous and motivated to excel
• Great communication and interpersonal skills
• Excellent team player with an eye for detail

To apply online please use the 'apply' function

Krystal Kwah (EA: 94C3609/ R22104933)