Total 123 supp advisor job vacancies in Finance / Banking / Insurance category in Singapore

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

Designation: Investment Advisor

Location: Singapore

Experience: Relevant experience in Research / Portfolio Management / Advisory in an Asset Management / Wealth Management firm

Kristal.AI is a global, digital-first private wealth platform providing comprehensive and no-frills wealth management solutions for the entire spectrum ranging from sophisticated high net worth individuals to first-time investors. We currently manage close to USD 180 million of AUM in Singapore, Hong Kong & India.

We are in the process of setting up a next generation Investment advisory platform and are looking for a Financial Advisor to be a part of this team.

Key responsibilities:

• Design investment strategies
  • Curate high performing mutual funds and ETFs
  • Develop innovative buy & hold strategies using domestic market assets which can be used by clients for passive investments
  • Backtesting / validation of these strategies
• Create client materials detailing these strategies
• Assist in managing customer portfolios using Kristal proprietary algorithms
• Tracking, computation and reconciliation of P&L, performance of each trading strategy on a daily / weekly basis
• Execution of trades on a daily basis

Ideal candidate has:

• MBA / Masters in Finance from a leading university
• 0+ years’ experience preferably in research / trading / advisory at any financial institution / fintech house
• Strong understanding of different financial products
• Attention to detail
• Programming skills in Python is a plus

About us:

We are an award-winning AI-driven investment management company, operational in Singapore, Hong Kong and India. We specialize in building best-in-class investment portfolios, strategized by some of the world's top financial advisors, while our proprietary Advisory Algorithm helps our clients to choose the best portfolios (branded as Kristals) best suited for their financial goals and risk profiles.

Our diverse team comprises 100+ people spread across three countries, backed by a strong and supportive management team comprising of IIT and IIM alumni, with a combined 50+ years of work experience in JP Morgan, Citibank, BNP Paribas, Yahoo, Cognizant, and IBM Security. We are also backed by a leading VC in India - Chiratae Ventures (formerly IDG ventures).

For further information visit us at www.kristal.ai

About Us:

We are a leading multi-family office based in Singapore. We are looking for an Investment Advisor role for our Singapore team to work with the relationship managers to serve our family office clients.

Key Responsibilities:

- Work with Relationship Manager(RM) to provide comprehensive family office asset allocation and management advice to high-net-worth clients.

- Work with partnering private banks to provide clients with customized investment products, including fixed income, structured products, capital-protected products, equities and other financial products

- Ensure timely service to RM (e.g. seek quotation, prepare investment materials, liaise with private bank, trade execution etc) and respond to client investment services request directly from time to time

- Conduct in-depth market analysis and consolidate the investment materials from the banks to provide RM with daily investment insights and advice.

- Apply your market knowledge in products and advisory to promote full product range to meet clients needs, attend to clients' needs (e.g. facilitate bank account opening, product advice)

- Ensure that investment related activities are compliant with regulatory standards and compliance policies.

- Generate monthly/quarterly research articles to provide clients with investment insights and continued marketing for the company

Key Qualifications:

- A Bachelor’s degree in Finance, Economics, Business Administration, or a related field;

- A Master’s degree or MBA is preferred.

- A minimum of 3-5 years of relevant experience as an Investment Advisor in private bank, with a focus on high-net-worth individuals or family offices.

- Strong understanding of financial markets and investment products across asset classes, especially financial products on private bank platforms

- Relevant professional certifications such as CFA or CACS are highly advantageous.

- Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient

- Strong communication skills and fluency in English and Mandarin (able to communicate fluently with Chinese clients)

Job Responsibilities:

• Source for and acquire new clients within market and refer potential clients to other marketing teams or other segments within the bank
• Provide appropriate insurance & investment solutions to clients based on their needs and risk profiles
• Responsible for striving towards the Asset Under Management (AUM) growth and revenue generation
• Ensuring all transactions are strictly compliant with audit and statutory guidelines

Job Requirements:

• Bachelor's degree with at least 8 years of relevant experience
• Proven track record in the private banking business
• Sound product knowledge
• Good understanding of compliance and regulatory requirements
• Excellent interpersonal and communication skills
• Team player and able to collaborate with the product team, support team, and other banking divisions to acquire clients

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 + incentives + 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 1 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

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 + incentives + 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 1 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

Job Description

• To work with the CIO to formulate and review strategic asset allocation strategies, while taking into consideration insurance asset liability management requirements and the insurance risk-based capital management framework.
• Work with the risk management group to refine and develop risk management models to evaluate existing portfolio positions and investment strategies.
• Perform evaluation of new investment strategies and to conduct external fund manager due diligence to support the investment objectives of the insurance funds.

Job Requirements

• Minimum Degree in Finance, Economics or related fields.
• Minimum 7 years of relevant experience in portfolio management and reporting.
• Strong analytical and quantitative skills with the ability to interpret and synthesize financial data and market trends.
• Familiar with portfolio risk management processes.

Why Join Us?

• Room for self-development and career progression as a growing workshop with an existing small team of Service Advisors
• Opportunity for internal promotion for employees with good performance
• Commissions, AWS and bonus payout (bonuses subject to company and individual performance)
• Marriage and birthday leave entitlements on top of annual and medical leave
• An engaging and nurturing working environment with on-the-job training by the Deputy General Manager

Job Objectives:

• Gather relevant claims documents, supporting evidence and other related information
• Ensure claims and repairs approved by insurance companies or customers in the shortest time
• Estimate repair scope of work, cost and time needed as accurately as possible
• Coordinate all parts required for survey/re-survey with Body/Paint Shop
• Communicate effectively with Body/Paint Shop on the required repairs and services

Core Responsibilities:

• Receive, understand and record accident details, and ensure customers’ service needs are attended
• Advise customers on repair scope, time needed and cost where applicable
• Obtain all necessary documents and authorisation before and after commencement of repair work/claims
• When necessary, coordinate with leasing companies to arrange for replacement cars on behalf of customers
• Guide customers on accident and claims report updating
• Follow up with insurers on liability verdict. Escalate case if verdict is unjust to customers, if necessary
• Create Repair Order and communicate with Body/Paint Shop Supervisor on work scope and delivery date
• Coordinate with Parts Manager to reserve/order required parts
• Monitor and update customers on claims, repair and delivery statuses
• Maintain cordial relationship with all stakeholders
• Any other ad hoc duties assigned

Job Requirements:

• Minimum NITEC in a related course of study with at least 2 years of relevant experience in the automotive field
• Diploma Holders in a related course of study will be at an advantage
• Computer literate and proficient in Microsoft Office, particularly MS Excel
• Ability to communicate effectively
• Strong attention to detail, organisational and time management skills
• Ability to identify and effectively solve problems
• Ability to learn new tasks and skills quickly
• Flexible, friendly, helpful nature & team player

Benefits Summary:

• Up $3500 + Bonus + Benefits
• 5 Days work week
• East

Responsibilities:

• Manage vehicle accident claims
• Ensure all documents are such as job cards, files and reports are raised, and jobs are invoiced.
• Liaised with insurance company pertaining motor claims / accident reporting reporting matters
• Administration duties such as check costing, claims and purchase of spare parts
• Any ad-hoc duties as required

Interested candidates, please submit your updated resume in MS format by using the Apply Now Button.

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Our dedicated and approachable E&C consultants will get back to you soon for a confidential discussion.

By submitting your application or resume to us, you will be deemed to have agreed and consented us that we may collect, use or disclose your personal information for purpose in connection with the services provided by us.

**We regret to inform that only shortlisted candidates would be notified. **

Your new company:

Our client is a well known multinational financial institution that is known as a market leader both in Singapore and internationally.

Your new role:

Due to growth, our client is looking for a Senior Investment Advisor to work closely with Relationship Managers within the high-net work client base. Responsibilities will include providing bespoke and relevant investment advisory services as well as participating and facilitating webinars to be able to benefit the client's wealth management journey.

What you'll need to succeed

You'll be a degree holder with experience in a similar capacity and a knowledgeable understanding of key investment products. Ideally, you will have a good command of Bahasa Indonesia so you are able to support various key markets and be able to collaborate effectively with a strong sense of accountability.

What you will get in return

Working with this large organisation, there are many opportunities both internally and globally to ensure you are challenged and continue to grow. You'll be able to bring your true self to work in an environment where ideas and innovation are encouraged.

What you need to do now:

If you're interested in this role, click 'apply now' or forward an up-to-date copy of your CV to me at [email protected].

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

EA Personnel Registration No: R2094213 | EA License No: 07C3924 | Company Registration No: 200609504D

Investment Advisors (IA) are investment specialists within the front office team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers in managing client portfolios.

· Provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.

· Communicate on house views to the respective marketing teams and work with product specialist for specific support and training

· Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews.

· Participate in product idea generation and solutions by :

a) keeping abreast of products in the market

b) proposing new product ideas

c) promoting ideas approved and endorsed by the Product Council where applicable

d) developing, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes

· Ensure adherence to internal and external regulations and policies at all times

Requirements

· Bachelor Degree in the fields of either Finance, Business, Economics or Banking

· Min 2 - 3 years in financial industry in an investment advisory position

· Preferably CFA and CACS certified

· Strong knowledge of products across asset classes

· Strong interpersonal and communications skills

· Strong analytical and strategic thinking skills

· Possess future oriented mindset, strive to innovate and adapt to changes

· Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments

· Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient

You will be part of a group of highly trained financial professionals. You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. You will be required to provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high-net-worth clients in Singapore. You will provide customers with timely information, advice, and recommendations to fit their requirements. Building and maintaining long-term relationships with your clients is a key factor for success in this role.

• You will be trained in the UOB Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.
• To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high-net-worth clients in Singapore.
• To provide customers with timely information, advice, and recommendations to fit their requirements.
• Building and maintaining long-term relationships with your clients is a key factor for success in this role.

Job Requirements:

• A recognized university degree.
• At least 5 years of relevant experience in the banking / financial industry, experience in financial & investment product sales for the Junior Client Advisor role.
• Candidates with at least 5 years of relevant experience will be considered for the Senior Client Advisor role
• Good knowledge of wealth management & investment products.
• Self-motivated, with strong sales drive & energy.
• Experience / Ability to liaise with clientele from respective markets Greater China / Indonesia/ Thailand etc
• Ability to travel regionally if required
• Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A, HI)

This is a 6 months contract assigned to our client

Work Location: To be confirmed

Salary Range : $6,000-$8,500

Job Description

Business Insights/Decision Support/Communication

- Manage end-to-end supply chain accounting flow across (client's) trading entities, this includes responsive exception management

to ensure reporting accuracy and control compliance

- Partner with Global and/or Country Controlling and cross-functional teams including Tax, Customs, Supply Chain Operation teams

to stand up new/changes in processes in support of product flow flexibility

- Partner with Supply Chain Operations and/or Capability Teams in ensuring system data integrity for new/change process resolution to uphold control rigors.

- Responsible for SAP system validation on operations accounting related activities in support of business initiatives.

- Define relevant test scenarios and validate results within the set timeline. Provide inputs for informed decision on user acceptance.

Business Process Excellence

- Drive end-to-end process simplification and improvements, leveraging on automation covering Intercompany and Inventory activities and reporting

- Responsible for building/maintaining relevant desk-top procedures in accordance with the established controls and policies

Work Experience

- At least 8 years of relevant accounting experiences, in large MNCs with Supply Chain Operations Accounting covering Inventory and Intercompany processes,controls and legal entity reporting

- Bachelor degree in Accountancy, preferably with a Chartered Accountant or equivalent professional qualification.

- Good Knowledge of US GAAP, IFRS and SOX is necessary.

- Hands-on experiences with SAP

- Demonstrate good communication and influencing skills on complex accounting requirements.

- Ability to translate business requirements into operationalization with considerations for financial risks and controls across end-to-end processest

- Ability to collaborate and partner effectively with multi-cultural business partners and cross-functional teams.

- Ability to navigate through ambiguity and move forward with aligned priorities

- Good documentation skills with proficiency in PowerPoint and Visio.

- Experience with enabling tool solutions eg Blackline, Alteryx would be an added advantage

Job description

Business Insights/Decision Support/Communication

• Manage end-to-end supply chain accounting flow across (client's) trading entities, this includes responsive exception management to ensure reporting accuracy and control compliance.
• Partner with Global and/or Country Controlling and cross-functional teams including Tax, Customs, Supply Chain Operation teams to stand up new/changes in processes in support of product flow flexibility.
• Partner with Supply Chain Operations and/or Capability Teams in ensuring system data integrity for new/change process resolution to uphold control rigors.
• Responsible for SAP system validation on operations accounting related activities in support of business initiatives.
• Define relevant test scenarios and validate results within the set timeline. Provide inputs for informed decision on user acceptance.

Business Process Excellence

• Drive end-to-end process simplification and improvements, leveraging on automation covering Intercompany and Inventory activities and reporting.
• Responsible for building/maintaining relevant desk-top procedures in accordance with the established controls and policies.

Requirements

• At least 8 years of relevant accounting experiences, in large MNCs with Supply Chain Operations Accounting covering Inventory and Intercompany processes, controls and legal entity reporting.
• Bachelor degree in Accountancy, preferably with a Chartered Accountant or equivalent professional qualification.
• Good Knowledge of US GAAP, IFRS and SOX is necessary.
• Demonstrate good operational insights to ensure reporting compliance for Inventory, Intercompany Cross-charges.
• Hands-on experiences with SAP - Demonstrate good communication and influencing skills on complex accounting requirements.
• Ability to translate business requirements into operationalization with considerations for financial risks and controls across end-to-end processest.
• Ability to collaborate and partner effectively with multi-cultural business partners and cross-functional teams.
• Ability to navigate through ambiguity and move forward with aligned priorities.
• Good documentation skills with proficiency in PowerPoint and Visio. Experience with enabling tool solutions eg Blackline, Alteryx would be an added advantage.

EA Number: 11C4879

Claim Advisor

We are looking for a Vehicle Claim Advisor to manage insurance claim due to vehicle accident. You will be responsible for analysing and handling insurance claims and overseeing the timely submission and approval of claims. This includes follow up on repairs, ensuring prompt payment for third-party claims, and collaborating with other departments to close the paper works.

Job Responsibilities:

• Manage vehicle accident claims.

• Ensure all accident cars are repaired as scheduled and recommended by surveyor.

• Ensure all documents are such as job cards, files and reports are raised, and jobs are invoiced.

• Ensure discharge forms are duly approved and signed off before release of vehicles.

• Follow up with insurance company and customer for payment.

• Maintain insurance claims reports and perform claim analysis for management reporting.

• Monitor aging report and highlight cases that have settlement issues, loss of used, etc.

• Administer and maintain all documents pertaining to cost, claims and vehicle history.

• Liaise with other department to ensure customer’s needs are meet.

• Update customers on repair progress and expected completion date.

Requirements:

• Nitec/ Higher Nitec/ ‘O’ level or above.

• Min 3 years of relevant working experience in vehicle accident claims.

• Possess class 3 driving license is a must.

• Able to articulate issues, analyse and identify problem, and provide solution.

• Able to carry out accident claim quotations and liaise with insurance companies on claim status.

• Strong administrative and co-ordination skills.

• Excellent communication skills couples with good working attitudes.