Total 14 Fresh/Entry Level financial planner job vacancies in Others category in Singapore

About the role:

As a Financial Planning Associate on our Management Trainee Path, you will receive comprehensive training and hands-on experience in all aspects of financial planning, including budgeting, investment strategies, risk management, retirement planning, and client advisory. You will have the opportunity to work closely with our agency leaders, participate in cross-departmental projects, and gain exposure to strategic decision-making processes.

The goal is to prepare you for a future leadership position within the company, helping you transition into a managerial role within 18-24 months, depending on your progress.

Key Responsibilities:

• Acquiring clients and providing ongoing service to build and maintain long-term, sustainable relationships.
• Assist in creating financial plans for individuals and businesses, considering their long-term goals, risk tolerance, and financial situation.
• Support clients with risk management, wealth accumulation, retirement and legacy planning.
• Conduct market research and stay up-to-date with the latest financial trends and regulatory changes.
• Attend training sessions, workshops, and leadership development programs to accelerate your career growth.
• Take on increasing responsibility, including managing client accounts and leading projects as you progress through your career.

Requirements:

• Singaporean or Singapore Permanent Residence Only.
• At least 21 years old (regulatory requirement).
• Full diploma of at least 2.5 years or 900 hours of coursework, GCSE ‘A’ Level certificate or a degree holder.
• Local polytechnic diploma or Bachelor Degree or higher.
• Required to take 4x CMFAS Papers: RES5, M9, M9A, Health Ins (HI) (Training will be provided)
• Strong communication and interpersonal skills, ambitious and hard-working.
• Able to work independently and as part of a team.

Salary: up to $5000

Duration: 1 year contract

Working Days & Hours: Mon-Fri Office Hours

Location: Tampines

Job Description:

1. Act as an internal controller under the Operational Permanent Control (OPC) framework for Wealth Management covering both Hong Kong & Singapore, following the control guidelines and methodologies provided by the Group / Head Office / Regional OPC management.
2. Perform Key Surveillance Points (KSP controls) related to the selling process of financial instrument in compliance with the Control Plan, under the supervision of the Domain Lead.
3. Collate raw data & information and gather relevant information from internal stakeholders to perform the preparatory works (i.e. data analysis, sampling selection, test steps conduct the tests and data analysis to assess the adequacy and effectiveness of the system of the internal controls.
4. When performing KSP controls, assess the quality of the internal processes and procedures in relation to the subject matter covered by the KSPs, adopting a risk-based approach. Ensure the consistency and compliance of operational activities falling under the scope of the KSPs. Analysis work will involve making reference to internal policies, information from various internal sources (including IT systems), previously detected cases / escalated alerts. For cases requiring further clarification, the controller is required to communicate with the relevant internal stakeholders to obtain previsions or justifications.
5. In case of detection of breaches with internal processes and procedures, investigate the root cause of the deviation and propose relevant remediation actions, in collaboration with the internal stakeholder involved as well as the Domain Lead.
6. Ensure proper and detailed documentation of the control preparation (including sampling), execution and results.
7. Provide regular reporting to the Domain Lead, the Head of Permanent Controls WM APAC, the Head of Conduct & Control WM APAC and the management of WM APAC on the overall level of risk and outcome of KSP controls.
8. Provide subject matter expertise on specified KSP themes and contribute to the management and maintenance of Control Methodology documentations, Coversheets, and other internal guidelines/documents.

Job Requirements: Min Degree in Accountancy or similar w min relevant audit internship experience in big 4

Interested candidates, please submit your resume to: [email protected]

Ally Audrey Lok Xin Woon

Recruit Express Pte Ltd (Healthcare & Lifescience)

Company EA Licence number : 99C4599

Personnel EA License: R21102307

[email protected]

Roles & Responsibilities

•To Identify target markets and sales opportunities (Foreigners and expatriates residing locally)
•Develop relationships with targeted market segments (Foreigners and expatriates residing locally)
•Build and maintain targeted client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis
•Maintain relationship with clients and prospective clients by contacting/meeting with them periodically
•Explaining/Giving advice to clients and prospective clients the types of services / investment products and the responsibilities to be taken by the Financial Services Consultant.
•Interview clients to determine their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan
•Research and investigate available insurance/investment products to determine whether they fit into financial plans of clients
•Recommend financial planning strategies to clients to achieve their financial goals and objectives
•Implement financial planning recommendations to clients or prospective clients
•Arranging contracts of insurance for clients with the company
•Collecting initial premium from clients for the company
•Maintain persistency of sales in in-force policies

Requirements

•Diploma/ Degree holder in any discipline
•Student in University on 1st or 2nd year, fresh graduate
•Excellent interpersonal skills and leadership potential

Participating in meetings, workshops, and other learning opportunities.

Observing and learning from experienced staff members.

Gaining knowledge of company policies, protocols, and processes.

Taking detailed notes and liaising with Managers, Supervisors, and other senior staff.

Fulfilling any requirements and meeting goals set out at the start of the traineeship.

Following all company regulations.

Requirements

• A Level or Local Polytechnic Diploma
• Experience in a management role or similar.
• Excellent written, verbal, and interpersonal skills.
• Proficiency in MS Office.
• Superb attention to detail.
• Strong leadership skills.
• A positive attitude and willingness to learn.
• Willingness to work overtime if required.
• Excellent time management skills.

Exciting Career Opportunity: Management Associate/Talent Acquisition Specialist (Mid-Career Switch)Are you ready to take your career in a new direction? Whether you have experience in HR, business, or a completely different field, this is your chance to transition into an exciting role in recruitment within the financial services sector. We are looking for motivated individuals who are eager to upskill themselves and embrace a fresh career challenge.Your Role: Key ResponsibilitiesTalent Sourcing & Selection: Identify, screen, and coordinate interviews with high-potential candidates using various sourcing channels.
Candidate Experience: Ensure a smooth and positive recruitment journey for candidates, building meaningful relationships along the way.
Strategic Recruitment Support: Collaborate on innovative recruitment strategies designed to attract top talent in the financial services sector.
Process Improvement: Help optimize recruitment workflows for greater efficiency and effectiveness.
Market Research: Stay updated on industry trends and competitor strategies to inform recruitment initiatives.
Employer Branding: Contribute to creating recruitment campaigns and materials that position us as an employer of choice.
Event Management: Assist in organizing and participating in career fairs, networking events, and campus recruitment activities.
Business Development Assistance: Support client identification, conduct market research, and contribute to sales strategies.
Data Analysis: Maintain and analyze recruitment metrics to drive data-informed decision-making.
What We’re Looking ForDiverse Backgrounds Welcome: Whether you’re transitioning from HR, sales, marketing, operations, or another field, we value your unique perspective and transferable skills.
Passion for Upskilling: A strong desire to learn, grow, and thrive in the dynamic world of financial services recruitment.
Education: A GCE 'A' Level, International Baccalaureate Diploma, Diploma from a Singapore polytechnic, or equivalent.
Interpersonal Skills: Exceptional communication and relationship-building abilities.
HR Experience Advantageous: Previous HR or recruitment experience is beneficial but not mandatory.
Adaptability: Eager to take on new challenges and explore opportunities in a fast-paced industry.
Why Make the Switch?Specialized Training: Receive comprehensive training tailored to help you transition into recruitment for the financial services sector.
Mentorship: Learn from experienced professionals who will guide you through your career journey.
Career Growth: Build your expertise in recruitment while leveraging your previous experience.
Professional Development: Gain valuable skills in social media outreach, employer branding, and strategic recruitment.
Industry Insights: Explore the exciting world of financial services and expand your professional horizons.
Who Should Apply?This role is perfect for individuals seeking a fresh career path and new challenges. Whether you have experience in HR, business, or another sector, if you’re driven, eager to learn, and excited about recruitment, we’d love to hear from you.

Embark on a Career That Impacts Lives

Are you a university student in Singapore looking to jumpstart your career path, or seeking a dynamic role in a fast-growing industry? The role as a Financial Advisor offers the perfect blend of flexibility, entrepreneurial spirit, and unlimited earning potential. Join us and explore a fulfilling career in financial consultancy.

Key Responsibilities:

· Financial Strategy Development: Assess clients’ financial situations to devise strategies that meet their financial goals.

· Insurance and Financial Advice: Provide guidance on insurance and financial planning in areas like retirement, education, and investments using our comprehensive product suite.

· Client Relationship Management: Regularly review and follow up with clients to adapt their financial plans to life changes.

· Financial Analysis: Prepare and interpret financial summaries, investment reports, and income projections for clients.

· Client Network Building: Establish and maintain strong relationships with a growing client base.

· Leads provided: We basically need leads taker.

Benefits & Rewards:

1. Tailored Training: Gain essential certifications and skills through structured courses, with ongoing support from dedicated managers.

2. Funding Programme: Benefit from our corporate financing scheme, supporting you in the first 24 months of your career.

3. Attractive Rewards: Experience our 'work hard, play hard' ethos, with incentives for top performers.

4. Flexible Income Structure: Earn uncapped income through a multilayered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Qualifications:

· Obtained a poly diploma, JC cert or degree in any field.

· Driven by results and motivated by performance-based rewards.

· Strong interpersonal skills with a passion for empowering others financially.

Ideal for University Students / Fresh Entry / Mid-Career:

· Flexible Working Hours: Perfectly suitable for balancing studies and work.

· Entrepreneurial Experience: Learn how to manage and grow your own business even while studying.

· Mentorship from Success Stories: Be guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.

· Embark on this journey to not just build a career, but to make a meaningful impact. Apply now and shape your future while shaping others!

Embark on a Career That Impacts Lives

Are you a university student in Singapore looking to jumpstart your career path, or seeking a dynamic role in a fast-growing industry? The role as a Financial Advisor offers the perfect blend of flexibility, entrepreneurial spirit, and unlimited earning potential. Join us and explore a fulfilling career in financial consultancy.

Key Responsibilities:

· Financial Strategy Development: Assess clients’ financial situations to devise strategies that meet their financial goals.

· Insurance and Financial Advice: Provide guidance on insurance and financial planning in areas like retirement, education, and investments using our comprehensive product suite.

· Client Relationship Management: Regularly review and follow up with clients to adapt their financial plans to life changes.

· Financial Analysis: Prepare and interpret financial summaries, investment reports, and income projections for clients.

· Client Network Building: Establish and maintain strong relationships with a growing client base.

· Leads provided: We basically need leads taker.

Benefits & Rewards:

1. Tailored Training: Gain essential certifications and skills through structured courses, with ongoing support from dedicated managers.

2. Funding Programme: Benefit from our corporate financing scheme, supporting you in the first 24 months of your career.

3. Attractive Rewards: Experience our 'work hard, play hard' ethos, with incentives for top performers.

4. Flexible Income Structure: Earn uncapped income through a multilayered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Qualifications:

· Obtained a poly diploma, JC cert or degree in any field.

· Driven by results and motivated by performance-based rewards.

· Strong interpersonal skills with a passion for empowering others financially.

Ideal for University Students / Fresh Entry / Mid-Career:

· Flexible Working Hours: Perfectly suitable for balancing studies and work.

· Entrepreneurial Experience: Learn how to manage and grow your own business even while studying.

· Mentorship from Success Stories: Be guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.

· Embark on this journey to not just build a career, but to make a meaningful impact. Apply now and shape your future while shaping others!

Participating in meetings, workshops, and other learning opportunities.

Observing and learning from experienced staff members.

Gaining knowledge of company policies, protocols, and processes.

Taking detailed notes and liaising with Managers, Supervisors, and other senior staff.

Fulfilling any requirements and meeting goals set out at the start of the traineeship.

Following all company regulations.

Requirements

• A Level or Local Polytechnic Diploma
• Experience in a management role or similar.
• Excellent written, verbal, and interpersonal skills.
• Proficiency in MS Office.
• Superb attention to detail.
• Strong leadership skills.
• A positive attitude and willingness to learn.
• Willingness to work overtime if required.
• Excellent time management skills.

Exciting Career Opportunity: Management Associate/Talent Acquisition Specialist (Mid-Career Switch)Are you ready to take your career in a new direction? Whether you have experience in HR, business, or a completely different field, this is your chance to transition into an exciting role in recruitment within the financial services sector. We are looking for motivated individuals who are eager to upskill themselves and embrace a fresh career challenge.Your Role: Key ResponsibilitiesTalent Sourcing & Selection: Identify, screen, and coordinate interviews with high-potential candidates using various sourcing channels.
Candidate Experience: Ensure a smooth and positive recruitment journey for candidates, building meaningful relationships along the way.
Strategic Recruitment Support: Collaborate on innovative recruitment strategies designed to attract top talent in the financial services sector.
Process Improvement: Help optimize recruitment workflows for greater efficiency and effectiveness.
Market Research: Stay updated on industry trends and competitor strategies to inform recruitment initiatives.
Employer Branding: Contribute to creating recruitment campaigns and materials that position us as an employer of choice.
Event Management: Assist in organizing and participating in career fairs, networking events, and campus recruitment activities.
Business Development Assistance: Support client identification, conduct market research, and contribute to sales strategies.
Data Analysis: Maintain and analyze recruitment metrics to drive data-informed decision-making.
What We’re Looking ForDiverse Backgrounds Welcome: Whether you’re transitioning from HR, sales, marketing, operations, or another field, we value your unique perspective and transferable skills.
Passion for Upskilling: A strong desire to learn, grow, and thrive in the dynamic world of financial services recruitment.
Education: A GCE 'A' Level, International Baccalaureate Diploma, Diploma from a Singapore polytechnic, or equivalent.
Interpersonal Skills: Exceptional communication and relationship-building abilities.
HR Experience Advantageous: Previous HR or recruitment experience is beneficial but not mandatory.
Adaptability: Eager to take on new challenges and explore opportunities in a fast-paced industry.
Why Make the Switch?Specialized Training: Receive comprehensive training tailored to help you transition into recruitment for the financial services sector.
Mentorship: Learn from experienced professionals who will guide you through your career journey.
Career Growth: Build your expertise in recruitment while leveraging your previous experience.
Professional Development: Gain valuable skills in social media outreach, employer branding, and strategic recruitment.
Industry Insights: Explore the exciting world of financial services and expand your professional horizons.
Who Should Apply?This role is perfect for individuals seeking a fresh career path and new challenges. Whether you have experience in HR, business, or another sector, if you’re driven, eager to learn, and excited about recruitment, we’d love to hear from you.

Roles & Responsibilities

•To Identify target markets and sales opportunities (Foreigners and expatriates residing locally)
•Develop relationships with targeted market segments (Foreigners and expatriates residing locally)
•Build and maintain targeted client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis
•Maintain relationship with clients and prospective clients by contacting/meeting with them periodically
•Explaining/Giving advice to clients and prospective clients the types of services / investment products and the responsibilities to be taken by the Financial Services Consultant.
•Interview clients to determine their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan
•Research and investigate available insurance/investment products to determine whether they fit into financial plans of clients
•Recommend financial planning strategies to clients to achieve their financial goals and objectives
•Implement financial planning recommendations to clients or prospective clients
•Arranging contracts of insurance for clients with the company
•Collecting initial premium from clients for the company
•Maintain persistency of sales in in-force policies

Requirements

•Diploma/ Degree holder in any discipline
•Student in University on 1st or 2nd year, fresh graduate
•Excellent interpersonal skills and leadership potential

Participating in meetings, workshops, and other learning opportunities.

Observing and learning from experienced staff members.

Gaining knowledge of company policies, protocols, and processes.

Taking detailed notes and liaising with Managers, Supervisors, and other senior staff.

Fulfilling any requirements and meeting goals set out at the start of the traineeship.

Following all company regulations.

Requirements

• A Level or Local Polytechnic Diploma
• Experience in a management role or similar.
• Excellent written, verbal, and interpersonal skills.
• Proficiency in MS Office.
• Superb attention to detail.
• Strong leadership skills.
• A positive attitude and willingness to learn.
• Willingness to work overtime if required.
• Excellent time management skills.

Job Responsibilities & Learning Outcomes:

1. Talent Acquisition Support: Assist in sourcing, screening, and coordinating interviews for potential candidates through various channels.
2. Candidate Relationship Management: Serve as a point of contact for candidates, ensuring a smooth and positive experience throughout the recruitment process.
3. Recruitment Strategy Assistance: Contribute to the development and implementation of recruitment strategies to attract top-tier talent.
4. Process Optimization: Streamline recruitment processes and enhance efficiency.
5. Market Research and Analysis: Conduct research on industry trends and competitor strategies to inform recruitment initiatives.
6. Employer Branding Support: Assist in the creation of recruitment marketing materials and employer branding activities.
7. Event Coordination: Support the organization and execution of recruitment events, job fairs, and campus recruitment activities.
8. Sales Development Assistance: Assist in identifying potential clients and opportunities, conducting market research, and supporting sales initiatives.
9. Data Management: Maintain accurate records of candidate interactions, recruitment metrics, and sales activities for analysis and reporting purposes.
10. Administrative Assistance: Provide administrative support to the business development team as required.

Qualifications & Experience:

Candidates should be aspiring and hungry individuals who desire to produce exemplary performance with the highest standards of ethics, reliability, independence, and productivity. Other requirements include:

• Singaporeans / Permanent Residents only.
• Minimally full certificate in GCE'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
• Undergrads are welcomed.
• Proficiency in interpersonal communication and cultivating positive relationships is a fundamental requirement.
• Demonstrating genuine enthusiasm and a strong interest in investment and financial concepts is highly valued.
• Prior knowledge in banking or the financial sector is advantageous.
• Candidates with no prior experience are encouraged to apply, as comprehensive training will be provided.
• Recommended Minimum Age of 21 Years Old. Based on MAS (Monetary Authority of Singapore) regulatory requirement.

We are also open to individuals seeking a mid-career switch or looking to pivot out of their current roles into sectors such as Finance, Human Resource, and Marketing.

Whether you are seeking to enhance your skills or make a significant career change, our comprehensive training programs and supportive mentorship will equip you with the knowledge and experience needed to succeed in your new field. You will gain valuable insights and practical skills that will enable you to confidently transition into your desired career path.

Benefits:

Our Support: Embark on a learning journey under our strong mentorship and coaching programmes that will help build your self-confidence and bring out the best in you. Additionally perks:Train up your entrepreneurial skills.
Boost your portfolio to enhance your future employability.
Improve on your professional social media skills and outreach.
Key insights into the financial services sector.
Potential conversion to full time roles are possible depending on your work ethic and performance.

Company information
Registration No.200510545M

Embark on a Career That Impacts Lives

Are you a university student in Singapore looking to jumpstart your career path, or seeking a dynamic role in a fast-growing industry? The role as a Financial Advisor offers the perfect blend of flexibility, entrepreneurial spirit, and unlimited earning potential. Join us and explore a fulfilling career in financial consultancy.

Key Responsibilities:

· Financial Strategy Development: Assess clients’ financial situations to devise strategies that meet their financial goals.

· Insurance and Financial Advice: Provide guidance on insurance and financial planning in areas like retirement, education, and investments using our comprehensive product suite.

· Client Relationship Management: Regularly review and follow up with clients to adapt their financial plans to life changes.

· Financial Analysis: Prepare and interpret financial summaries, investment reports, and income projections for clients.

· Client Network Building: Establish and maintain strong relationships with a growing client base.

Benefits & Rewards:

1. Tailored Training: Gain essential certifications and skills through structured courses, with ongoing support from dedicated managers.

2. Funding Programme: Benefit from our corporate financing scheme, supporting you in the first 24 months of your career.

3. Attractive Rewards: Experience our 'work hard, play hard' ethos, with incentives for top performers.

4. Flexible Income Structure: Earn uncapped income through a multilayered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Qualifications:

· Obtained a poly diploma, JC cert or degree in any field.

· Driven by results and motivated by performance-based rewards.

· Strong interpersonal skills with a passion for empowering others financially.

Ideal for University Students / Fresh Entry / Mid-Career:

· Flexible Working Hours: Perfectly suitable for balancing studies and work.

· Entrepreneurial Experience: Learn how to manage and grow your own business even while studying.

· Mentorship from Success Stories: Be guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.

· Embark on this journey to not just build a career, but to make a meaningful impact. Apply now and shape your future while shaping others!

Embark on a Career That Impacts Lives

Are you a university student in Singapore looking to jumpstart your career path, or seeking a dynamic role in a fast-growing industry? The role as a Financial Advisor offers the perfect blend of flexibility, entrepreneurial spirit, and unlimited earning potential. Join us and explore a fulfilling career in financial consultancy.

Key Responsibilities:

· Financial Strategy Development: Assess clients’ financial situations to devise strategies that meet their financial goals.

· Insurance and Financial Advice: Provide guidance on insurance and financial planning in areas like retirement, education, and investments using our comprehensive product suite.

· Client Relationship Management: Regularly review and follow up with clients to adapt their financial plans to life changes.

· Financial Analysis: Prepare and interpret financial summaries, investment reports, and income projections for clients.

· Client Network Building: Establish and maintain strong relationships with a growing client base.

Benefits & Rewards:

1. Tailored Training: Gain essential certifications and skills through structured courses, with ongoing support from dedicated managers.

2. Funding Programme: Benefit from our corporate financing scheme, supporting you in the first 24 months of your career.

3. Attractive Rewards: Experience our 'work hard, play hard' ethos, with incentives for top performers.

4. Flexible Income Structure: Earn uncapped income through a multilayered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Qualifications:

· Obtained a poly diploma, JC cert or degree in any field.

· Driven by results and motivated by performance-based rewards.

· Strong interpersonal skills with a passion for empowering others financially.

Ideal for University Students / Fresh Entry / Mid-Career:

· Flexible Working Hours: Perfectly suitable for balancing studies and work.

· Entrepreneurial Experience: Learn how to manage and grow your own business even while studying.

· Mentorship from Success Stories: Be guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.

· Embark on this journey to not just build a career, but to make a meaningful impact. Apply now and shape your future while shaping others!