Total 12 financial planner 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.

IPP, Singapore's oldest and largest Licensed Financial Adviser, is looking to recruit Business Development Managers for a specialist, growing team focused on advising international and expatriate clients.

We are looking for BDMs to proactively source and screen prospective clients, reach out to them via networking events, email campaigns and extensive cold calling, and subsequently arrange meetings between them and our Financial Advisers. Therefore, aside from excellent lead generation techniques, candidates must have superb communication skills and will ideally have demonstrated this in previous work experience.

The role will involve a high degree of telemarketing activity and the successful candidate will ideally have experience in this field as they will be required to make a minimum of 100 telemarketing calls every day, without fail. Only the most driven, tenacious candidates should apply.

The highest level of written and spoken English will be required as not only will you be required to build rapport and demonstrate verbal skills of persuasion, you will also need to reach out to Prospects via email and social media marketing campaigns. To that end, candidates who have demonstrable experience in such online marketing campaigns, particularly those with proficiency in using LinkedIn for this means – and for broader Business Development purposes- are highly sought after.

Our target market segment are generally high level Executives, so any experience in working with this Group would be advantageous. This includes Europeans whose native language is not English, so the ability to speak (and/or write) in European languages other than English would be a positive.

Tertiary qualification highly desirable, with financial and/or marketing disciplines strongly preferred.

Successful candidate can expect a basic salary in the range of $3,750-$5,625 dependent on skills and experience, plus commission on target commission earnings of circa $40k.

Role Overview

Kapronasia, an Atlas Technologies Group company, is looking to hire a junior strategy consultant for our growing consulting team in Singapore. You will be primarily responsible for supporting the strategy consulting work stream for projects in the FinTech and financial services sector which will include working with well-known companies. You will also have the chance to work closely with senior staff and many opportunities to take ownership of projects and drive initiatives within the company and in collaboration with Atlas Technologies, our parent company based in Japan.

Responsibilities

• Support consulting engagements for clients on various topics such as market entry and competitive analysis in the Asia banking, payments, capital markets and FinTech industries.
• Perform quantitative and qualitative research and analysis on key trends in the financial services industry and identify the implications for stakeholders in the industry.
• Assist in producing industry research reports on the financial sector through market research, data gathering and industry analysis.

Job Qualifications

• University degree in Business, Finance, Economics or other relevant disciplines.
• Consulting or research experience from previous internships or work required.
• Preference for candidate with 2 to 3 years working experience.
• Good writing and presentation skills in English required.
• Expertise with Microsoft Office skills required, e.g. PowerPoint, Excel, Word.
• Knowledge of FinTech and the financial services industry is a plus.

About you

You are an enthusiastic Junior Strategy Consultant with 2-3 years of experience or academic exposure in the FinTech and financial services sector. You have demonstrated the ability to contribute effectively to consulting projects, showcasing strong organizational skills, attention to detail, and a commitment to delivering quality results on time.

With a willingness to learn and grow, you thrive in small team environments where you can collaborate and actively support project goals. You are eager to take initiative under guidance and contribute to the team’s success by applying your analytical and problem-solving skills.

You excel at building positive relationships with team members and clients, demonstrating professionalism and a client-focused mindset. Your clear and concise writing and presentation skills enable you to support the creation of reports, presentations, and client deliverables effectively.

Background on Kapronasia and Atlas Technologies

Kapronasia is a company of the Atlas Technologies Group, headquartered in Tokyo and listed on the Tokyo Stock Exchange. Led by CEO Koji Yamamoto, Atlas Technologies is a leading provider of consulting and project execution support services in the FinTech sector in Japan and overseas. As the strategy consulting arm of Atlas Technologies based in Singapore, Kapronasia is a leading boutique consultancy that supports clients through a combination of strategy advisory, market research and sales enablement. Kapronasia’s clients include recognized brands across financial services, FinTech and the broader technology sector.

Application Process

To apply, please send an updated copy of your CV to [email protected], along with a cover letter detailing your background and interest in this role with Kapronasia. Selected applicants will be contacted for interviews, where they will be asked to prepare a short PowerPoint presentation and writing sample.

Role Overview

Kapronasia, an Atlas Technologies Group company, is seeking a Senior Strategy Consultant to join our consulting team in Singapore. This is a full-time, on-site role. The successful candidate will be responsible for leading strategy consulting projects in the FinTech and financial services sector. The role involves significant opportunities to take ownership of projects and drive initiatives both independently and in collaboration with Atlas Technologies, our parent company based in Japan.

Responsibilities

• Lead consulting engagements on topics such as market entry and competitive analysis in the Asia banking, payments, capital markets, and FinTech industries.
• Conduct advanced quantitative and qualitative research and analysis on key trends in the financial services industry, providing strategic insights for stakeholders.
• Develop and produce comprehensive industry research reports through market research, data gathering, and industry analysis.
• Oversee the development and delivery of content for consulting projects, ensuring high-quality outputs that meet client needs.
• Mentor and guide junior consultants, fostering a collaborative and innovative team environment.

Job Qualifications

• University degree in Business, Finance, Economics, or other relevant disciplines.
• Minimum 5 years of consulting experience, with a proven track record of delivering high-impact consulting projects.
• Deep knowledge of the FinTech and financial services industry, including an understanding of the payments value chain, such as PSPs, acquirers, schemes, and digital platforms.
• Strong writing and presentation skills in English.
• Proficiency in Microsoft Office, including PowerPoint, Excel, and Word.

About you

You are an accomplished Senior Strategy Consultant with 6-8 years of experience in the FinTech and financial services sector. You possess a strong track record of leading and executing complex consulting projects, demonstrating exceptional project management skills and the ability to deliver results on time and within budget.

With a proven ability to work autonomously, you thrive in small team environments where you can take the initiative and drive projects forward. You excel at building and nurturing client relationships, leveraging your professional network to identify new business opportunities and enhance client engagement.

You are not only a strong individual contributor but also a collaborative team player who enjoys mentoring and guiding junior consultants. Your excellent writing and presentation skills enable you to communicate complex ideas clearly and effectively, both in written reports and during client interactions. With a commitment to continuous learning and professional growth, you are eager to contribute to the success of Kapronasia and its clients while advancing your career in a dynamic and innovative environment.

Background on Kapronasia and Atlas Technologies

Kapronasia is a company of the Atlas Technologies Group, headquartered in Tokyo and listed on the Tokyo Stock Exchange. Led by CEO Koji Yamamoto, Atlas Technologies is a leading provider of consulting and project execution support services in the FinTech sector in Japan and overseas. As the strategy consulting arm of Atlas Technologies based in Singapore, Kapronasia is a leading boutique consultancy that supports clients through a combination of strategy advisory, market research and sales enablement. Kapronasia’s clients include recognized brands across financial services, FinTech and the broader technology sector.

Application Process

To apply, please send an updated copy of your CV to [email protected], along with a cover letter detailing your background and interest in this role with Kapronasia. Selected applicants will be contacted for interviews, where they will be asked to prepare a short PowerPoint presentation and writing sample.

Key Responsibilities:

Traffic Impact Assessment (TIA):

• Conduct traffic studies and analyses to evaluate the impact of new developments on transportation systems.
• Prepare comprehensive TIA reports in compliance with Singapore’s regulatory requirements.

Transport Planning and Design:

• Develop and recommend transportation solutions, including road network improvements, traffic flow optimizations, and public transport accessibility.
• Collaborate with engineering teams on the design of roadways, intersections, and transport infrastructure.

Stakeholder Engagement:

• Liaise with clients, government agencies (e.g., LTA), and other stakeholders to address transport-related concerns.
• Present findings and proposals in meetings and public consultations.

Data Collection and Analysis:

• Gather traffic data through field studies, surveys, and simulation tools.
• Use software such as SIDRA, VISSIM, VISUM, VISWALK, AutoCAD for modeling and analysis.

Regulatory Compliance:

• Ensure transport plans adhere to local laws, guidelines, and best practices set by the Land Transport Authority (LTA) and other agencies.
• Assist in preparing applications for permits and approvals.

Requirements:

• Bachelor’s Degree in Civil Engineering, Urban Planning, Transport Engineering, or a related field.
• Experience in traffic impact assessments or transport planning projects.
• Familiarity with transport policies and infrastructure standards.
• Proficient in traffic modeling and analysis software (e.g., SIDRA, VISSIM, VISUM, VISWALK, AutoCAD).
• Strong analytical, report-writing, and presentation skills.
• Effective communication and stakeholder management abilities.

HOW TO APPLY:

Interested applicants, kindly send your resume in MS WORD format to leo.tang(at)trustrecruit.com.sg

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: Tang For Farn (Leo)

EA Personnel Reg No: R24121981

Job Responsibilities:

• Coordinate with cross-functional teams across Singapore and the US, ensuring efficient communication and seamless resource management across time zones.
• Partner with compliance teams to ensure projects align with US regulatory standards, including SEC and FINRA requirements.
• Proactively identify potential project risks and implement mitigation strategies.
• Adjust project plans dynamically to address challenges and ensure successful project outcomes.
• Lead teams in adopting and applying Scrum and Agile methodologies to enhance productivity and collaboration.
• Facilitate agile ceremonies, including daily stand-ups, sprint planning, and retrospectives, ensuring adherence to Agile principles and practices.
• Monitor key performance indicators (KPIs) and provide regular status updates to senior management.
• Deliver transparent project progress reports, highlighting milestones, risks, and outcomes.

Job Requirements:

• Bachelor’s degree in Project Management, Information Technology, FinTech, or a related discipline.
• In-depth understanding of US financial market operations, including familiarity with SEC, FINRA, and DTC regulations.
• Hands-on experience with project management tools such as JIRA, MS Project, and Confluence.
• Minimum of 5 years of project management experience, with a strong focus on fintech, trading systems, or brokerage industries.
• Demonstrated expertise in applying Scrum/Agile methodologies; relevant certifications (e.g., CSM, PSM) are highly advantageous.
• Exceptional leadership and cross-cultural communication abilities, with a proven track record of managing teams in a global, distributed environment.

HOW TO APPLY:

Interested applicants, please click on “Apply Now”. 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: Khor Khang Qin

EA Personnel Reg No: R22109669

Job Responsibilities:

• Understand and analyze the specific needs of OMS (Order Management Systems) and Custodian systems for US brokerages.
• Collaborate with internal and external stakeholders to gather detailed business requirements and produce Business Requirement Documents (BRD) and Functional Requirement Documents (FRD).
• Perform in-depth analysis of trading, clearing, and settlement workflows within brokerages.
• Identify opportunities to optimize OMS and Custodian systems for efficiency, ensuring alignment with SEC and FINRA regulations.
• Assist in UAT by developing test cases and validating that system functionalities meet defined business requirements.
• Contribute to ongoing enhancements of OMS and Custodian systems by recommending updates based on business evolution and technological advancements.

Job Requirements:

• Bachelor's degree in Business, Information Technology, or a related field.
• At least 5 years of experience as a Business Analyst, with in-depth knowledge of and hands-on experience with US Order Management Systems (OMS) and Custodian systems.
• Strong understanding of US securities market regulations, including SEC, FINRA, and DTC.
• Proven ability to gather and analyse business requirements, document workflows, and translate them into technical specifications.
• Proficient in business analysis and project management tools (e.g., JIRA, Confluence, Visio).
• Excellent written and verbal communication skills in English, with the ability to collaborate effectively across diverse teams.

HOW TO APPLY:

Interested applicants, please click on “Apply Now”. 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: Khor Khang Qin

EA Personnel Reg No: R22109669

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.

• Location: Pioneer
• Monday - Friday: 8am - 5pm, Saturday: 8am - 12pm
• AWS + VB + OT Payable

Our client is a leading pioneer in the paint industry, expertise in paint technology.

Responsibilities:

• Support the Department Manager with daily operations related to planning and delivering building materials.
• Create daily delivery schedules, buying plans, and manage monthly inventory controls.
• Resolve any delivery issues that arise by collaborating with relevant departments.
• Provide administrative support, coordinate tasks, and assist in raising purchase requisitions for inventory items.
• Help organize mandatory training courses for employees.
• Maintain record keeping and manage ISO documentation for the department.
• Handle incoming and outgoing communications with both internal and external stakeholders.

Requirements:

• Minimum Diploma in Supply Chain Management
• Minimum 2-3 years of experience in delivery planning for building materials
• Proficient in SAP and Microsoft Excel
• Knowledge of ISO standards in safety is advantageous
• Able to commit to OT and work independently.

HOW TO APPLY:

Interested applicants, please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

Stafflink Services Pte Ltd

EA Licence No.: 04C4294

EA Personnel: Chua Xue Min (Joesefyn)

EA Personnel Reg. No.: R23113090

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