Total 10 financial advisor job vacancies in Business Management / Project / Planning category in D02 Anson, Tanjong Pagar

Duties & Responsibilities:

1. Client Consultation:

· Meet with clients to understand their financial goals and needs.

· Collect and analyze information regarding income, expenses, and risk tolerance.

2. Financial Planning:

· Develop tailored financial plans that align with clients' goals.

· Recommend investment strategies, insurance policies, and other financial products.

3. Investment Management:

· Advise clients on investment options and manage their portfolios.

· Monitor and adjust investment strategies as market conditions change.

4. Risk Management:

· Evaluate clients' risk profiles and recommend appropriate insurance coverage.

· Plan for risk management through diversification and other strategies.

5. Retirement Planning:

· Help clients prepare for retirement by assessing income needs and planning accordingly.

· Advise on pension plans, IRAs, 401(k)s, and other retirement options.

6. Ongoing Client Support:

· Regularly review and update financial plans based on clients' changing needs.

· Provide continuous advice and support to clients regarding financial decisions.

7. Regulatory Compliance:

· Ensure that all financial advice and actions comply with current laws and regulations.

· Maintain necessary licenses and certifications.

Experience/Requirements:

1. Educational Background:

· A bachelor's degree in finance, economics, accounting, or a related field.

· Advanced degrees (e.g., MBA) can be advantageous but are not always required.

2. Licensing:

· Necessary licenses include SCI M5, M9, M9A, HI (SG specific) to sell basic financial products like insurance & investments.

· M8, M8A, M6 licensing for selling CIS/Securities products, if applicable.

3. Certifications:

· Certified Financial Planner (CFP) designation is highly valued.

· Other certifications like Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) may also be beneficial.

4. Experience:

· Typically, 3-5 years of experience in financial planning, investment advisory, or a related role.

· Experience working with financial software and tools is often required.

5. Skills:

· Strong analytical skills to assess financial data and trends.

· Excellent interpersonal and communication skills for client interaction.

· Ethical decision-making and adherence to fiduciary responsibilities.

· Ability to build long-term relationships with clients.

· Knowledge of investment strategies, and financial products.

6. Personal Qualities:

· High level of integrity and professionalism.

· Detail-oriented and able to manage multiple clients and tasks simultaneously.

· Ability to work independently and as part of a team.

This role requires a combination of technical financial knowledge and strong interpersonal skills to effectively guide clients through their financial journeys.

Duties & Responsibilities:

1. Client Consultation:

· Meet with clients to understand their financial goals and needs.

· Collect and analyze information regarding income, expenses, and risk tolerance.

2. Financial Planning:

· Develop tailored financial plans that align with clients' goals.

· Recommend investment strategies, insurance policies, and other financial products.

3. Investment Management:

· Advise clients on investment options and manage their portfolios.

· Monitor and adjust investment strategies as market conditions change.

4. Risk Management:

· Evaluate clients' risk profiles and recommend appropriate insurance coverage.

· Plan for risk management through diversification and other strategies.

5. Retirement Planning:

· Help clients prepare for retirement by assessing income needs and planning accordingly.

· Advise on pension plans, IRAs, 401(k)s, and other retirement options.

6. Ongoing Client Support:

· Regularly review and update financial plans based on clients' changing needs.

· Provide continuous advice and support to clients regarding financial decisions.

7. Regulatory Compliance:

· Ensure that all financial advice and actions comply with current laws and regulations.

· Maintain necessary licenses and certifications.

Experience/Requirements:

1. Educational Background:

· A bachelor's degree in finance, economics, accounting, or a related field.

· Advanced degrees (e.g., MBA) can be advantageous but are not always required.

2. Licensing:

· Necessary licenses include SCI M5, M9, M9A, HI (SG specific) to sell basic financial products like insurance & investments.

· M8, M8A, M6 licensing for selling CIS/Securities products, if applicable.

3. Certifications:

· Certified Financial Planner (CFP) designation is highly valued.

· Other certifications like Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) may also be beneficial.

4. Experience:

· Typically, 3-5 years of experience in financial planning, investment advisory, or a related role.

· Experience working with financial software and tools is often required.

5. Skills:

· Strong analytical skills to assess financial data and trends.

· Excellent interpersonal and communication skills for client interaction.

· Ethical decision-making and adherence to fiduciary responsibilities.

· Ability to build long-term relationships with clients.

· Knowledge of investment strategies, and financial products.

6. Personal Qualities:

· High level of integrity and professionalism.

· Detail-oriented and able to manage multiple clients and tasks simultaneously.

· Ability to work independently and as part of a team.

This role requires a combination of technical financial knowledge and strong interpersonal skills to effectively guide clients through their financial journeys.

RESPONSIBILITIES:

• Assist in preparing and coordinating the annual budget and quarterly forecasts.
• Support developing and maintaining financial models for budgeting, forecasting, and long-term planning.
• Perform variance analysis to explain differences between budgeted and actual results, and assist in providing actionable insights.
• Prepare and distribute regular financial reports and dashboards to senior management, highlighting key financial metrics and trends.
• Collaborate with cross-functional teams to gather and analyze data necessary for financial planning and decision-making.
• Conduct ad-hoc financial analysis to support strategic initiatives and business development projects.
• Monitor industry trends and market conditions to inform financial planning and analysis.
• Assist in the continuous improvement of financial planning processes and tools.
• Ensure compliance with financial regulations and company policies.

REQUIREMENTS:

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Minimum of 1-3 years of experience in financial planning and analysis, preferably within the electronics industry or manufacturing industry.
• Proficiency in financial modeling, budgeting, and forecasting.
• Strong knowledge of financial software and ERP systems (e.g., SAP, Oracle, Hyperion).
• Advanced Excel skills, including the ability to create complex financial models.
• Strong communication and interpersonal skills, with the ability to present financial information clearly and concisely.

Interested candidates, please kindly send your updated CV to [email protected]

Tempserv (06C3745)
R1983591

Duties & Responsibilities:

1. Client Consultation:

· Meet with clients to understand their financial goals and needs.

· Collect and analyze information regarding income, expenses, and risk tolerance.

2. Financial Planning:

· Develop tailored financial plans that align with clients' goals.

· Recommend investment strategies, insurance policies, and other financial products.

3. Investment Management:

· Advise clients on investment options and manage their portfolios.

· Monitor and adjust investment strategies as market conditions change.

4. Risk Management:

· Evaluate clients' risk profiles and recommend appropriate insurance coverage.

· Plan for risk management through diversification and other strategies.

5. Retirement Planning:

· Help clients prepare for retirement by assessing income needs and planning accordingly.

· Advise on pension plans, IRAs, 401(k)s, and other retirement options.

6. Ongoing Client Support:

· Regularly review and update financial plans based on clients' changing needs.

· Provide continuous advice and support to clients regarding financial decisions.

7. Regulatory Compliance:

· Ensure that all financial advice and actions comply with current laws and regulations.

· Maintain necessary licenses and certifications.

Experience/Requirements:

1. Educational Background:

· A bachelor's degree in finance, economics, accounting, or a related field.

· Advanced degrees (e.g., MBA) can be advantageous but are not always required.

2. Licensing:

· Necessary licenses include SCI M5, M9, M9A, HI (SG specific) to sell basic financial products like insurance & investments.

· M8, M8A, M6 licensing for selling CIS/Securities products, if applicable.

3. Certifications:

· Certified Financial Planner (CFP) designation is highly valued.

· Other certifications like Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) may also be beneficial.

4. Experience:

· Typically, 3-5 years of experience in financial planning, investment advisory, or a related role.

· Experience working with financial software and tools is often required.

5. Skills:

· Strong analytical skills to assess financial data and trends.

· Excellent interpersonal and communication skills for client interaction.

· Ethical decision-making and adherence to fiduciary responsibilities.

· Ability to build long-term relationships with clients.

· Knowledge of investment strategies, and financial products.

6. Personal Qualities:

· High level of integrity and professionalism.

· Detail-oriented and able to manage multiple clients and tasks simultaneously.

· Ability to work independently and as part of a team.

This role requires a combination of technical financial knowledge and strong interpersonal skills to effectively guide clients through their financial journeys.

ING Wholesale Banking in Singapore

We began operating in Singapore in 1987 where we host the regional Asia Pacific headquarters. With over 300 financial experts, we are the largest wholesale banking branch in Asia. ING stands out in the Asia Pacific region because we go a step further for our customers. We look at things from the client’s perspective which allows us to construct tailor-made solutions to fit the needs of every company we serve. This mentality underpins all our client relations and has produced various prestigious awards.

Your work environment

Financial Markets (FM) is the Bank’s gateway to the professional markets around the world. Our primary function is to service the needs of ING’s clients with products, services and guidance. FM aims to be a significant player in our market leader and challenger markets, with an additional presence in all the major international markets and specialist expertise in selected emerging markets and products.

Your Role

FM Business Management team is critical to ensure that our Financial Markets franchise is operating at peak performance. The successful candidate will be a key partner in ensuring that our clients’ needs are fully satisfied and that our desks can fulfil their commercial responsibilities.

Your Key Responsibilities

- Co-ordinate business strategy and new strategic business initiatives

- Support the APAC FM Head of Business Management in providing management support to the head of the business in areas such as Cost Management, Strategy Development, Budgeting, Internal Controls and Employee Management (compliance / governance related controls)

- Ensure the quality and effectiveness of the front office control environment. - --- Ensure that there is adequate support and expertise from relevant Support Functions so that the Business can function efficiently.

- Co-ordinate the introduction and deployment of new products or entry into new markets

You will bring
- Sound knowledge on Financial Markets products – FX, Rates, Derivatives, Securities and Money Market.

- University degree from a relevant business field

- Sense of initiative and be proactive

- Able to work in a fast-paced, dynamic and intellectually stimulating environment.

- Have strong analytics and quantitative skills, to review and make conclusions over large client data (excel, Power-BI)

- An effective team player with good interpersonal and communication skills - - - High level of self-motivation

Responsibilities:

• Spearhead the growth of the agency force, cultivating a collaborative and cohesive community
• Contribute significantly to the company's outreach and recruitment endeavours

To thrive in this role, the ideal candidate should possess the following qualities:

• Demonstrated business acumen and a strategic mindset to drive sustainable growth
• Proven track record of successful sales within the industry.
• Ability to adapt to evolving market dynamics and seize opportunities effectively
• Strong interpersonal and influencing skills

Joining the team as a Business Growth Manager offers an exciting opportunity to make a significant impact on our agency's and company's success. Our client is committed to developing our BGMs into influential leaders, progressing to agency heads and key corporate positions. If you possess the drive, energy, and passion to excel in this role, we invite you to apply and embark on a rewarding journey with us.

Additional Information:

1. Diploma/ Degree holder from any disciplined
2. Management Associate Programme to be groomed to be future leaders/ CEO
3. Start off first year with Recruitment job scopes – mainly recruit for Financial Consultants/ Financial Advisors
4. Thereafter, based on his/ her strengths, the candidate will be directed to take on other portfolio such as Product Development, Agency Management or even Compliance/ Risk
5. Prefer someone with relevant working experience in Insurance/ FA firms/ Banks
6. Street smart, highly result driven

HOW TO APPLY:

Interested applicants, please click on “Apply Now” or email [email protected]

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Lim Wei Jye (Jaylyn)

EA Personnel Reg No: R24121213

Responsibilities:

• Spearhead the growth of the agency force, cultivating a collaborative and cohesive community
• Contribute significantly to the company's outreach and recruitment endeavours

To thrive in this role, the ideal candidate should possess the following qualities:

• Demonstrated business acumen and a strategic mindset to drive sustainable growth
• Proven track record of successful sales within the industry.
• Ability to adapt to evolving market dynamics and seize opportunities effectively
• Strong interpersonal and influencing skills

Joining the team as a Business Growth Manager offers an exciting opportunity to make a significant impact on our agency's and company's success. Our client is committed to developing our BGMs into influential leaders, progressing to agency heads and key corporate positions. If you possess the drive, energy, and passion to excel in this role, we invite you to apply and embark on a rewarding journey with us.

Additional Information:

1. Diploma/ Degree holder from any disciplined
2. Management Associate Programme to be groomed to be future leaders/ CEO
3. Start off first year with Recruitment job scopes – mainly recruit for Financial Consultants/ Financial Advisors
4. Thereafter, based on his/ her strengths, the candidate will be directed to take on other portfolio such as Product Development, Agency Management or even Compliance/ Risk
5. Prefer someone with relevant working experience in Insurance/ FA firms/ Banks
6. Street smart, highly result driven

HOW TO APPLY:

Interested applicants, please click on “Apply Now” or email [email protected]

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Lim Wei Jye (Jaylyn)

EA Personnel Reg No: R24121213

Introduction - Organisational Details

Barilla Singapore seeks to recruit the next Financial Planning and Analysis for APAC Region. The individual will directly report to the Finance and Administration (F&A) Director APAC. The position is based in Singapore.

Job Purpose

To support the F&A Director APAC to provide insights and analysis of the region’s business performance by clusters, markets, categories, and channels to achieve aligned profitable growth target. Coordinate with relevant stakeholders in each cluster to analyse opportunities and challenges and to report the region’s financial performance in compliance with Barilla Group’s accounting policies and procedures.

Key Accountabilities

1. Provide monthly consolidated overview of the region’s performance by clusters, markets, categories, and channels, versus targets, including tracking the status of identified opportunities and challenges.
2. Support the F&A Director of APAC during the annual budget and quarterly forecast setting process of the region by clusters and categories.
3. Monitor and track the commercial investments, marketing investments and structure costs spending within the region.
4. Work closely with Marketing and Research, Development and Quality teams on innovation projects within the region.
5. Support ad hoc financial analysis and key initiatives within the region.

Requirements:

1. Minimum degree in Finance, Business and/or Accounting (or equivalent).
2. Min 2 years of experience in financial, planning and analysis, preferably with regional experience.
3. Strong communication and interpersonal skills.
4. Good knowledge and experience in financial application and reporting tools (such as SAP, excel, PowerBI and EPM, etc.).
5. Results driven, independent, agile and a team player,
6. Able to multi-task and navigate well under pressure.

Additional Information

Start date: March/April 2024

Contract: local contract. Temporary 8 months with possibility to convert into permanent.

Overview:

We are seeking a Business Advisor to engage Small and Midsize Enterprises (SMEs) in Singapore as part of our dynamic team passionate about making a difference by assisting, transforming, and upskilling them. The role would also involve making digital recommendations to SMEs across industry solutions, cybersecurity, etc.

Responsibilities

• Offering first-tier business advisory to SMEs on digital best practices, upskilling, and other improvements.
• Managing timelines and project deliverables.
• Providing advisory on adoption strategy and technology adoption roadmap.
• Managing communication with customers and customer staff.
• Documenting projects and obtaining sign-off.
• Managing multiple projects and deliverables concurrently.
• Overseeing project management of projects undergoing technology implementation.
• Providing consulting expertise in using tools to manage the project and reporting.
• Managing project reports externally.
• Being well-versed in the enterprise solutions technology landscape.

Qualifications:

• Degree in Business, Management, or any related discipline.
• Minimum 5 years of relevant digital experience, preferably a senior executive with business development experience or equivalent.
• Prior experience working with SMEs and supporting lead generation efforts for programs through existing SME networks.
• Knowledge of government grants, initiatives, and support for SMEs.
• Experience and knowledge of working in/with local SMEs or related stakeholders
• Good interpersonal skills and team orientation with the ability to develop relationships across a wide and diverse group of people.
• Demonstrate independent problem-solving and decision-making skills.
• Self-motivated and comfortable working in a fast-paced environment.

Interested candidates may send in their resume and cover letter directly to [email protected] (R1434374), stating the position as the subject title in the email.

Jireli Gem Mejia Cabria | EA License No. 02C3423 | Personnel Registration No. R1434374

Please note that your response to this advertisement and communications with us pursuant to this advertisement will constitute informed consent to the collection, use and/or disclosure of personal data by ManpowerGroup Singapore for the purpose of carrying out its business, in compliance with the relevant provisions of the Personal Data Protection Act 2012. To learn more about ManpowerGroup's Global Privacy Policy, please visit https://www.manpower.com.sg/privacy-policy

• Career progression
• Growth stage firm
• Start up culture

A banking client is seeking a Country Head, Financial Planning & Analysis to join the team.

Reporting into the CFO, the Head of FP&A will drive the bank’s financial planning, forecasting, budgeting analysis activities. As a senior member of the Finance team, you will work closely with important stakeholders in the business to perform for the role. Develop financial plans to support the business’ investment plans and participate in new product launches from a finance perspective.

The ideal candidate should have at least 8-10 years relevant finance experience within banking. Passionate and driven, ability to work independently. Strong leadership skills, communication skills a pre-requisite for the role.

If you are keen, please click on the link to apply or email me with your updated CV at [email protected]. Look forward to hearing back, thank you.

Reg No.: R1987809

BeathChapman (Pte. Ltd.)

Licence No.: 16S8112