Responsibilities

• Building and maintaining detailed company models as directed by the PM
• Conducting compliant industry and company-specific research – performing channel checks and diligence on specific stocks and industries as directed by the team
• Attending conferences and compliance approved industry events
• Building relationships with the relevant sell side research analysts and salespeople
• Committing your daily efforts to the highest levels of ethics, professionalism, integrity, and excellence
• Ensuring the accuracy and quality of all of your recommendation materials
• Supporting fundamental research into companies, industries, and sub-sectors
• Reporting on topics such as general economic and industry-specific developments and trends
• Assisting your team in innovating and creating unique investment strategies
• Committing to the highest ethical standards

Requirements

• 3 years experience in covering Japanese internet and consumer services stocks
• Ability to get up to speed on companies and generate ideas independently
• Japanese Speaker is strongly preferred due to coverage
• Open to buy-side (Long Only, Hedge Fund) and sell-side (Equity Research) candidates

Job Responsibilities

· Prepare and submit accurate and timely financial reports required for STAT (Statutory Accounting Principles) reporting, adhering to industry guidelines and regulatory requirements.

· Monitor and analyze financial data to identify discrepancies or irregularities and take appropriate corrective actions.

· Prepare, review, and submit government reports, including but not limited to regulatory filings, tax returns, and other compliance-related documents.

· Stay up to date with current tax regulations, laws, and reporting requirements to ensure compliance and minimize tax liabilities.

· Collaborate with cross-functional teams, including finance, legal, and tax departments, to gather necessary data and ensure accurate reporting and compliance.

· Assist in the implementation and maintenance of accounting procedures and internal controls to enhance operational efficiency and accuracy.

· Conduct periodic audits and reviews to identify potential risks and recommend improvements to mitigate those risks.

· Provide guidance and support to junior accountants, ensuring adherence to accounting principles and best practices.

· Collaborate with external auditors, tax consultants, and regulatory bodies as necessary.

Job Requirements

· Bachelor's degree in Accounting, Finance, or related field. CPA certification is highly preferred.

· Proven experience as a Senior Accountant or similar role, with a focus on STAT reports, government reporting, and tax operations.

· Proficiency in financial reporting software, ERP systems, and Microsoft Excel.

· It is crucial to possess a strong focus on maintaining accuracy and attention to detail in your job duties.

· Strong organizational and time management abilities to meet tight deadlines.

· Excellent communication and interpersonal skills to collaborate effectively with team members and external stakeholders.

· Ability to adapt to changing regulatory and industry requirements.

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No. 01C4394 (PERSOLKELLY SINGAPORE Pte Ltd)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for supporting the execution of substantive money laundering, economic sanctions and fraud compliance and operational risk practices. Key responsibilities include assisting Global Financial Crimes executives and managers with activities that support the identification, escalation and timely mitigation of compliance and operational risks in alignment with the Compliance and Operational Risk Management (CORM) Program, the Financial Crimes and Global Compliance - Enterprise Policies and the Enterprise Fraud Risk Management Standards.

Responsibilities:

• Manages regional oversight and execution of the financial crimes program in the Asia Pacific region, including but not limited to fraud risk management, non-financial regulatory reporting, issues management, risk assessments as well as any global or regional driven initiatives and projects.
• Review of Front-Line Unit escalations on financial crimes inquiries, risks and concerns, including but not limited to deals, new products and customer due diligence in Asia Pacific region.
• Supports the development and maintenance of financial crimes owned policies and standards, and reviews relevant Front Line Units/Control Functions-owned policies and standards to ensure that regulatory requirements and operational risks are appropriately addressed
• Assists in the production of independent financial crimes risk management reporting to Global Compliance & Operational Risk (GC&OR) Senior Leaders and FLU/CF Senior Leaders
• Assists in the monitoring of changes in regulations applicable to Global Financial Crimes, including advising business leaders, directing the appropriate areas to implement or amend policies, standards, procedures and/or processes to address regulatory requirements, and challenging the implementation plan as needed
• Contributes to risk coverage plans, executes independent risk monitoring, testing, and risk assessments
• Supports with escalating financial crimes related compliance and operational risks and issues to appropriate governance routines, management/board level committees
• Assists in the identification, aggregation, reporting, and escalation of the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to financial crimes
• Assists in the review of, including the development of remediation plans to strengthen controls and providing oversight to ensure they are addressed appropriately

Skills:

• Stakeholder Engagement, across all working levels including senior management

• Regulatory Compliance

• Monitoring, Surveillance, and Testing

• Critical Thinking

• Risk Management

• Issue Management

• Policies, Procedures, and Guidelines Management

• Written Communications

• Talent Development

• Coaching

• Reporting

Minimum Education Requirement:

• University/college degree OR equivalent working experience in Self-Regulatory Organization/Government Entity experience

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
• Specialise in Chinese Market

Requirements

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

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
• Specialise in Chinese Market

Requirements

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

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

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!

Job Description

Procurement & Budget Management

• Prepare, monitor and manage projects' budget papers, event expenses and deliverables’ progress while ensuring a highly desirable event for qualifiers to attend.
• You will also need to adhere to the internal procurement process and arrange for payments to be made before the stipulated timelines.
• Process all applicable event reimbursements and ensure necessary approvals are sought before payments are made within stipulated timelines.

Project & Programme Management

• Sourcing and cost management for all event deliverables like venue, catering, events support vendors, gifts, fringe entertainments, design & concepts etc.
• Handle all aspects of events conceptualising, planning and coordinate the delivery of project outcomes that align with project plans.
• Work with internal colleagues and external agencies (where necessary) to deliver the event programme and materialise the objectives.
• Ensure all events support departmental and business objectives and that they are compliant with brand guidelines, internal policies, agreed standards, legislation and regulation.
• Ensure programme are well-thought through and briefed to all parties/ event helpers involved.

Collaterals Management

• Be creative with collaterals design and handle last minute collaterals requirements promptly.
• Arrange and ensure print production are delivered on-time ahead of events.
• Ensure the necessary updating of events’ collaterals.
• Able to do simple design works for events invite and reminder eDMs.

Database & Registration Management

• Create innovate mechanism to drive high attendance rate among invitees for our key agency events.
• To ensure the necessary communications are shared on time to garner strong participation from qualifiers to our recognition events.
• ​​​​​​​Tracking of periodic registration numbers and arrange for necessary reminders/ eDM or emails to ensure high actual attendance on-site.

Communications
In-charge of all forms of communications in relation to the event for all relevant individuals, whether internal staff or event invitees/attendees. Materials for communication may include some
of the following:

• All event collaterals
• Changes or updates to schedules or project plans
• Confirmation for events’ attendance

Gifts & Tokens Sourcing

• In-charge of all gifts, prize tokens, awards that are given out to all qualifying representatives of our agency force
• Takes accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks.
• Maintains awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company.
• Highlights any potential concerns /risks and proactively shares best risk management practices.

Job Requirement

• Diploma or Degree qualification
• Preferably with minimum 3-5 years’ experience in events planning
• Clearly and concise communications, both verbally and in writing to upper management as well as to the agency force.
• Manage various deliverables productively, review/check to ensure accuracy and details.
• Able to roll up your sleeves for pre-event logistics planning, onsite execution and delivery of events.
• Interest in finance, insurance products and how an agency force works to close protection gaps
• Pleasant and good-natured
• High level of integrity, takes accountability of work and good attitude over teamwork.
• Takes initiative to improve current state of things and adaptable to embrace new changes.

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

As a member of the Fund Accounting Team, you will be responsible for delivery of exceptional fund administration services to a range of clients (hedge fund, private equity fund, fund of funds or family office) and act as a point of contact for your clients providing them with a consistently high level of service.

Prior fund accounting experience is not required and on the job training will also be provided. The role is a based in Singapore.

Your duties will include, but are not limited to, the following:

• Maintaining the books and records of the funds.
• Completion of client reporting.
• Liaising with clients on a day-to-day basis and acting as a primary contact for clients.
• Manage the audit process ensuring timely and successful completion of fund audits including preparation of fund financial statements.
• Assisting with ad-hoc projects as and when required.

Qualifications & Experience

• A person with 5+ years working experience in the funds industry. A qualified accountant is preferred but not a must.
• A self-directed, client focused individual with excellent communication skills.
• A person with a strong working knowledge of general ledger accounting.
• Flexible with the ability to work under pressure and meet tight deadlines both within a team structure or independently.
• Proficient in Paxus is a plus.
• Strong analytical and problem-solving skills.
• Singapore Citizen or PR required.

**Please include your current and expected salary in your CV.**

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!

About GXS Bank:

We are living in dynamic times. Technology is reshaping how we live, and we want to use it to redefine how financial services are offered. GXS Bank is a forward-thinking financial institution that aims to provide innovative solutions to our customers. We believe in the power of technology and data to drive financial inclusion and create a positive impact in our community.

About the team:

As the Head of Financial Reporting, you will be leading a team of talented professionals who are passionate about financial reporting & consolidation, financial controls, financial analysis and finance operations. Our team is dedicated to ensuring accurate and timely financial reporting, compliance with regulatory requirements, and providing valuable insights to support strategic decision-making. We work collaboratively and value diversity, inclusion, and continuous learning.

Responsibilities:
As a senior member of the GXS finance team, you will be responsible for overseeing all aspects of financial reporting & consolidation for GXS Bank, financial controls and finance operations which mainly includes accounts payable. You will play a crucial role in ensuring the accuracy and integrity of financial statements, managing the month-end and year-end closing processes, and coordinating with internal and external stakeholders. Additionally, you will be responsible for staying up-to-date with accounting standards and regulations, implementing best practices, and driving process improvements.

• Lead and manage the financial reporting team on site and off site (shared service centre), providing guidance, support, and fostering a collaborative work environment.
• Oversee the preparation and review of financial statements for GXS bank on a solo & consolidated basis along with it’s subsidiaries, ensuring compliance with accounting standards and regulatory requirements.
• Coordinate with internal and external auditors to facilitate the audit process and address any findings or recommendations.
• Develop and maintain strong relationships with key stakeholders, including senior management, regulatory bodies, and external partners.
• Monitor and analyze financial data, identifying trends, risks, and opportunities, and providing insights to support decision-making.
• Drive process improvements and automation initiatives to enhance the efficiency and effectiveness of financial reporting processes.
• Stay updated with changes in accounting standards and regulations, and ensure timely implementation and compliance.
• Provide leadership and guidance on technical accounting matters, including complex transactions and financial instruments.
• Lead the development, effective implementation and monitoring of financial controls.
• Lead the finance operations which mainly includes accounts payable process to introduce automated and smooth experience for both internal and external stakeholders with adequate controls.

Requirements:

• Bachelor's degree in Accounting, Finance, or a related field. CPA or equivalent professional certification is highly preferred.
• Extensive experience in financial reporting, preferably in the banking or financial services industry.
• Strong knowledge of accounting principles and standards (e.g., IFRS, GAAP) and regulatory requirements.
• Proven experience in managing and leading a team, with excellent leadership and people management skills.
• Analytical mindset with the ability to interpret complex financial data and provide meaningful insights.
• Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and stakeholders.
• Detail-oriented with a focus on accuracy and quality in financial reporting.
• Ability to adapt to a fast-paced and dynamic environment, and manage multiple priorities effectively.

Role Overview

The Operations Director for AI & Big Data will lead the integration and optimization of AI and data solutions to drive efficiency and support strategic growth. This role requires hands-on experience managing large-scale data projects and implementing AI-driven solutions aligned with business goals.

Key Responsibilities

• Strategy: Develop an AI and data roadmap, identifying and prioritizing opportunities to enhance efficiency and growth.
• Implementation: Oversee the delivery and deployment of AI solutions, working with IT and data science teams to ensure scalability and compliance.
• Team Leadership: Lead and mentor a team of data professionals, fostering innovation and continuous improvement.
• Optimization: Set KPIs, monitor performance, and drive process improvements based on data insights.
• Stakeholder Engagement: Collaborate with senior leaders and cross-functional teams to align AI initiatives with business needs.
• Risk Management: Ensure AI projects adhere to industry standards, ethical guidelines, and regulatory requirements.

Qualifications

• Bachelor’s Degree in Computer science or any related course.
• 10+ years in operations, with 5+ years in AI/data projects.
• Technical Skills: Proficiency in data tools (SQL, Python) and AI frameworks (TensorFlow).
• Project Management: Strong project management skills with budget and timeline oversight.

Interested candidate please click "APPLY NOW" to begin your job search journey.

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

Swiss-Asia Financial Services Pte Ltd

A pioneer in diverse Wealth and Fund Management activities in Singapore, we are a Leading Independent Wealth Management and Fund Platform in Asia and are looking for a Business Development Manager to join our dynamic team.

Swiss-Asia Financial Services provides a dedicated incubation space for Wealth Managers, Hedge Funds and Family Offices. Extensive experience paired with a broad global network of industry suppliers ensures significant competitive advantages across a broad range of services.

Swiss-Asia Financial Services Pte Ltd Singapore holds a Capital Markets Services (CMS) License under the Singapore Securities and Futures Act (SFA) to conduct regulated activities in Fund Management and Advisory for accredited investors.

Responsibilities:

Networking and Opportunity Identification:

• Demonstrate networking strength and utilize your networks across APAC to identify new opportunities, diversify revenue channels, and capture new client segments.

Client Solutions:

• Understand the Swiss-Asia ecosystem thoroughly and deliver innovative business solutions to clients.

Revenue Pipeline Management:

• Proactively build and maintain a robust new revenue pipeline, showcasing quarterly growth.

Activity and Progress Management:

• Maintain a high level of activity with meaningful progress, including making calls, scheduling meetings, defining next steps, and following up promptly.

Sales Quota Achievement:

• Meet or exceed sales quota goals and objectives consistently.

Industry Representation:

• Represent Swiss-Asia by actively participating in and speaking at panels and industry conferences to share your expertise on the industry and market trends.

Client Upselling:

• Identify opportunities for upselling to existing clients, ensuring their evolving needs are met.

Brand Ambassadorship:

• Act as a brand ambassador in all client interactions, consistently embodying Swiss-Asia's values and commitment to excellence.

Requirements:

Experience:

• 5-8 years of experience in Business Development, Campaign Management, or Product Management within the corporate and fund & wealth service industry, preferably in both B2C and B2B setups.
• Proficiency in European languages, specifically English and French, as well as one additional European language, is required. Proven Experience working with European clients and exposure to European market

Education:

• Bachelor’s degree in finance, business, or a related field is preferred, or relevant coursework in these areas.

Industry Expertise:

• Demonstrated expertise in Mutual Funds, Structured & Wealth Products, with a deep understanding of market dynamics.

Communication Skills:

• Strong verbal and written communication skills, with the ability to articulate ideas effectively.

Organizational Skills:

• Exceptional organizational skills and attention to detail, capable of managing multiple tasks and projects concurrently.

Work Style:

• Ability to thrive both independently and collaboratively in a fast-paced, dynamic environment.

Our client is a publicly listed financial services group in Southeast Asia.

• Create and execute channel distribution strategies to increase market share and reach new customer segments.
• Identify, negotiate, and cultivate relationships with key partners, distributors, and resellers to enhance product distribution and sales.
• Analyse market trends and competitive landscape to identify new partnership opportunities and inform strategy.
• Track the performance of distribution channels and partnerships, offering insights and recommendations for continuous improvement.

Requirements:

• Degree in Business/Marketing or equivalent.
• At least 3 years of Channel Management/Business Development/Partnerships experience.
• Proficient in CRM tools (e.g., Salesforce) and project management software.
• Proven ability to enhance and manage distribution channel performance.
• Strong negotiation and relationship-building skills.

If you are keen to apply for the position, kindly email your detailed resume in MS Word to [email protected]

Please note that only shortlisted candidates will be notified.

For more job opportunities, please visit our website at www.recruit-expert.com

EA Licence: 19C9701

Registration: R21100996

Reporting to the Senior Finance Director with a dotted line to the Head of Finance, the Financial Controller will be responsible for maintaining the organization's day-to-day accounting activities, including, but not limited to, audit, tax filing, grantmaking accounting, internal control and procedures development, and systems maintenance.

The key responsibilities of the Financial Controller are to:

· Oversee all financial, project/program and grants accounting, ensuring that the

organisation’s financial practices are in line with statutory regulations, legislation and best

practices.

· Responsible for maintaining the day-to-day accounting, monthly, quarterly, and yearly

closes.

· Reviews and prepares general ledger, adjustments and reconciliations for accuracy and

modifies appropriate supporting documentation.

· Prepares internal and external nonprofit financial statements in accordance with Singapore

Financial Reporting Standard along with actual-budget variance analysis.

· Assists in the preparation of the annual budget.

· Prepares financial proposals and financial reports for funders when needed

· Assists in annual audits, tax filing, and any other tax filings.

· Assists and manages all payables.

· Supports the grantmaking team in the grantmaking process and coordinates grant

payments.

· Manages the expense reporting process and ensures reconciliations capture transactions

from the credit card and expense report systems.

· Assists in the development of internal controls, policies, and procedures.

· Manages organisational cash flow and forecasting

· Manages day-to-day finance administrative tasks, such as invoice and expense approvals

and disbursement

Miscellaneous:

· Promotes a culture of excellence, service orientation, high performance, and continuous

improvement

· Demonstrate Tara's Values in every action

· Actively participates in Program Team activities

· Abides by Tara’s policies, procedures and practices

As and when required other responsibilities and projects will be allocated by line management.

Skills & Experience:

· At least 15 years of relevant hands-on experience with 7 plus years of management experience

· Prior experience in an international environment and non-profit organisation is a plus

· Excellent interpersonal and communication skills in dealing with senior stakeholders and internal and external parties

· Strong ability to multitask and able to work in an entrepreneurial environment

· Improvements and solutions-driven, detailed-oriented and collaborative working styleß

· Strong critical and strategic thinking skills

· Able to work flexibly at a fast pace in remote settings with multi-cultural teams across time zones

· A drive to achieve results; a high level of personal energy and pro-activity, demonstrated by concrete examples of achievement and initiative taken in previous roles

· Excellent written and verbal communication skills in English and an Asian language would be an asset

· Reliable computer skills with standard applications (e.g., Microsoft Outlook, Excel, PowerPoint, Word)

· Embraces Tara’s mission and identifies with and is committed to living the Tara Values Education

· Minimum of a degree in accountancy or CPA/ACCA equivalent, expert in Singapore FRS and IFRS Location requirements

· The candidate must have residency status with a legal permit to reside and work in Singapore

Education

· Minimum of a degree in accountancy or CPA/ACCA equivalent, expert in Singapore FRS and IFRS

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

Singlife is a leading homegrown financial services company offering consumers a better way to financial freedom. Through innovative, technology-enabled solutions and a wide range of products and services, Singlife provides consumers control over their financial wellbeing at every stage of their lives.

In addition to a comprehensive suite of insurance plans, employee benefits, partnerships with financial adviser channels and bancassurance, Singlife offers investment and advisory solutions through its GROW with Singlife platform. It also offers the Singlife Account, a mobile-first insurance savings plan.

Singlife is the exclusive insurance provider for the Ministry of Defence, Ministry of Home Affairs and Public Officers Group Insurance Scheme. Singlife is also an official signatory of the United Nations Principles for Sustainable Insurance and the United Nations-supported Principles for Responsible Investment, affirming its commitment to finding a better way to sustainability.

First announced in September 2020 and valued at S$3.2 billion, the merger of Aviva Singapore and Singlife was the largest insurance deal in Singapore then and created one of the largest homegrown financial services companies in the republic.

Key Appointment

Work within a team responsible for the account management of allocated partnerships; establish and sustain good working relations for the long-term growth of business.

This role will also work closely with the team to deliver on the strategic direction to achieve sales target and business objective as well as to ensure all sales and operational processes are compliant with the regulatory & compliance requirements.

Key Responsibilities

This role shall work closely with the Head of Business Development and the team to implement the strategic direction of the cluster under their care and shall ensure that the achievement of their targets and business plan is in congruence with the department’s overall objective.

Sales Cluster Management:

• To ensure growth targets on APE and headcount within the appointed cluster are met.
• Conduct strategic planning and business needs analysis with the leaders and wealth planners of the appointed cluster to align financial objectives.
• Actively engage team leaders in their recruitment activities to facilitate growth.
• Where appropriate, takes a lead role with stakeholders at a working level to discuss sales management approaches for target clients.

Key Decisions within the Role

• From time to time, will be assigned the lead role in the development of sales ideas for the Partnership Distribution team, including the training of the team.
• Where necessary, the role holder shall engage and collaborate with other internal Singlife's departments to up the level of operational service standards and for the delivery of business plans.
• Create and maintain a risk management environment that ensures risks taken by the function are identified, assessed and frequently monitored, managed and reported against

Requirements

• More than 5 years of relevant experience in the Financial or Insurance Industry
• Experience in sales force / sales agency management or business account management
• Good inter-personal and effective communication skills both written and verbal, building strong relationships at all levels
• Detail focused, highly analytical orientation
• Demonstrated ability to think strategically with problem solving skills
• Ability to work independently with good time management skills
• Highly motivated and well-organized
• Good standard of professional presentation and group facilitation skills
• Good knowledge of insurance practices, operations and processes.
• Good knowledge of MS Office applications.
• Good knowledge of the Life insurance industry with knowledge in Life Health and ILPs products..
• Highly adaptable to changes

Key Stakeholders

External: Sales force within the BDMs of other insurers

Internal: Other departments within Singlife and Singlife FAPropel

If you find yourself able to demonstrate the criteria above, apply with us now. We look forward to your application.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.