Total 1,747 financial planner job vacancies in Others category in Singapore

Work-life balance, essential financial knowledge, attractive remunerations

We are looking for university students or fresh graduates in Singapore to join us as a Student Financial Advisor. Are you are looking to kickstart your career, or seeking a meaningful role while studying?

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remunerations. Fret not, training & mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

A day in the life of our Student Financial Advisor:

• Financial Strategy Development: Understanding your clients’ financial situations & goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.
• Client Networking: Establish and grow a strong client base through networking & prospecting.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from dedicated managers.
• Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.
• Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Qualifications:

• Singaporeans preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field.
• Result-oriented & highly-motivated.
• Strong interpersonal skills with a strong passion to serve.

Ideal for University Students:

• Flexible Working Hours: Suitable for students.
• Entrepreneurial Experience: Experience how to manage and grow your own business.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.
• Apply now and kickstart your career in financial advisory!

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!

Roles & Responsibilities

Job Overview:

As a assistant production planner for an injection molding company, you will be responsible for planning and scheduling the manufacturing of injection molded products to ensure timely delivery to customers while optimizing the use of company resources.

Responsibilities and Duties:

· Create production schedules for production lines, ensuring that production targets are met and customer orders are fulfilled.

· Analyze production data and adjust production schedules as necessary to ensure efficient use of company resources.

· Work with the sales team to understand customer demand and adjust production schedules accordingly.

· Collaborate with the procurement team to ensure that raw materials and components are available in a timely manner.

· Monitor inventory levels and adjust production schedules to maintain appropriate stock levels.

· Coordinate with quality control personnel to ensure that production meets quality standards and customer specifications.

· Continuously monitor production processes and identify opportunities for process improvement.

· Prepare reports on production schedules, inventory levels, and production metrics for management review.

· Proficiency in MS Office and other office software, as well as good data analysis skills.

· Work closely with the production team to resolve any production process issues and minimize production delays and quality problems.

Deloitte Forensic is the pre-eminent forensic practice in Singapore and Southeast Asia and advises local, regional and global clients in the complex areas of Disputes, Discovery, Forensic Analytics, Forensic Investigations (including, fraud, corruption and misconduct), and Financial Crime Advisory.

We are looking for suitably qualified professionals to be a part of our Forensic Advisory team in Singapore. Our Forensic Advisory team helps companies protect their brand and reputation by proactively advising on their exposure to fraud, corruption, and other business risk issues. Topic areas include AML, Know-your-customer (KYC), Customer Due Diligence (CDD), Sanctions and other financial regulations.

Role and Responsibilities

· Service clients in Singapore and Southeast Asia in a variety of projects in the field of Regulatory Advisory including policy & procedure reviews, regulatory gap analysis, transaction “look backs”, audit and compliance testing, technology reviews and selections, etc.

· Be informed and stay up-to-date with emerging AML and other regulatory requirements and guidance affecting clients in the financial services industry.

· Assist Manager / Director / Partner in delivering training to internal and external audiences in public speaking engagements.

· Participate on projects of other Deloitte Forensic service lines, when needed.

Requirements

• You should possess a relevant degree or professional certification.

• Minimum 2 years of relevant work experience with an understanding of local, regional or international AML regulatory environment and common money laundering schemes.

• Prior experience in areas related to AML, Forensic Accounting, Fraud & Financial Investigations, Business Intelligence, Internal Audit and Compliance will also be considered.

• Any qualification or experience in AML technology / analytics / data will be an added advantage.

• Demonstrated ability to work as part of a team.

• Strong analytical and interpersonal skills.

• Willing and able to travel on short notice.

Due to volume of applications, we regret only shortlisted candidates will be notified.

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 alongside your studies? Our role as a Student 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. Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, 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:

· Currently pursuing or have obtained a diploma 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:

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

· Entrepreneurial Experience: Learn how to manage and grow your own business 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!

Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path to achieve their personal financial goals and objectives. Our MAS regulated Financial Advisors pride themselves on providing professional and unbiased financial advice that helps our clients create and protect their wealth.

Due to our consistent expansion of business, we are keen to hire a new Client Services Manager to join our team. This is mainly an administrative role that will require a proficient and enthusiastic individual. You will be working alongside our Financial Advisors to provide support in the day-to-day tasks of Financial Planning and to liaise with clients. In return, we can offer you unparalleled career path potential, valuable training and experience in the world of financial services in a lively professional working environment.

There will be a PA element to the role including arranging follow ups, general administration and preparing client reports and documentation for meetings. The ideal candidate will therefore need to be meticulous and detail-oriented ensuring that there are no oversights. We are looking for people who are driven and have displayed an active interest in the financial services sector. This will be an opportunity for the right candidate to learn a great deal about the industry and grow and expand quickly.

Why GFC?:

- Training & Support Provided – We ensure that you’re given opportunities to succeed

- Career Advancement Opportunities

- Quarterly Team-Building Initiatives

- Close-Knit Environment

- Opportunity to work with a diverse team

Job Responsibilities:

- Preparing client review pack and providers documents and others

- Preparing new business sign up pack

- Preparing statement of advice for existing clients / prospects

- Preparing Pension sign up pack

- Book review meeting for existing clients

- Process and checking of new business application/paperwork to make sure everything is in order before handing over to compliance for their checking

- Email clients outstanding requirements request from providers or forward to Adviser to follow up with client accordingly

- Process client new business or top-up to send over to providers for processing

- Follow up with providers for a status when required by Advisers via email or phone

- Check Advisers calendar daily to make sure there are meeting rooms being booked

- Scan in all confirmation/correspondence letters from providers to clients folder

- Frequently check incoming emails for Adviser/providers requests or queries

- Chase providers for new business on the pipeline for the respective Advisers you are working for

- Submission of monthly spreadsheets to ensure maintainance of client details/status in CRM system

- Any other general administrative work and other various ad hoc duties

Job Requirements:

· 2+ years of industry-related financial para-planner/client services manager experience preferred

· Proficient in English both verbal and written

· IT Savvy

· Detailed and meticulous

· Good time management

· Excellent communication and interpersonal management skills

· Independent and self-motivated

· Responsible individual with a positive mindset

· Dynamic, proficient and result driven personality

· Ability to prioritise and manage own workload without supervision

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

Responsibilities:

- To plan preventive maintenance & manage corrective maintenance for equipment (workshop machinery)

- To conduct annual stocktake and accountability for equipment (workshop machinery) & spares

- To ensure lock-out tag-out is carried out for defective equipment, identification, and segregation of serviceable and un-serviceable spares

- To maintain good records of equipment last servicing date, repair history of system and next schedule forecast

- To carry out indent, return or disposal of spares using SAP in accordance to procedures

- To manage repairable items with the respective workshops

- To carry out routine check to ensure the accountability of spares at workshops

Requirements:

- Higher NTC or NTC in any Engineering / Logistics / Supply Chain related discipline

- At least 2 years of working experience in the related field

- Able to work independently and multi-task

- Highly organised and able to store item efficiently with proper documentation filing

- Proactive, meticulous and willingness to learn

- Good interpersonal skills and pleasant personality

- Willing to work overtime and on weekend when required.

- Computer literate, with SAP MM and MS Excel proficiency

- Forklift licence will be advantageous.

Other Information:

• Location: Pioneer Sector 2 area
• Nearest MRT/Interchange: Joo Koon MRT Station / Joo Koon Bus Interchange
• Daily transportation reimbursed on monthly basis.
• days Work Week
• Working Hours: 7.25am-5pm

Company Overview:Company, with over 5 decades of experience, is a distinguished Independent Financial Adviser and Exempt Insurance Broker. Offering a comprehensive suite of services including financial advisory, corporate risk solutions, and private wealth management, our diverse range of products caters to various needs across different channels and platforms.

Roles & Responsibilities:

• Client Relationships: Cultivate strong relationships with both prospects and existing clients. Understand their financial goals and current situations thoroughly.
• Financial Solutions: Offer suitable financial solutions that align with client objectives.
• Business Development: Expand the client network through networking events, referrals, and intermediary services.
• Market Awareness: Stay updated on market developments and collaborate with the management team to provide insightful financial solutions.
• Trusted Advisor: Serve as a trusted partner, enhancing team knowledge and credibility to build client trust.

What We Offer:

• Training Programs: Access comprehensive and structured training programs to enhance skills and knowledge.
• Support System: Receive strong support from an experienced management team.
• Growth Opportunities: Enjoy unlimited growth opportunities within the organization.
• Flexibility: Benefit from flexible working arrangements.
• Earning Potential: Explore endless earning potential through a multilayered incentive system.
• Team Environment: Be part of a vibrant and supportive team culture.

Qualifications & Requirements:

• Education: Minimum Diploma from a Singapore polytechnic or equivalent degree.
• Age Requirement: Must be 21 years old and above.
• Certifications: Possess relevant Examination papers (Subsidized by the Firm).
• Personal Traits: Motivated, self-driven, result-oriented, with excellent interpersonal skills. Willingness to learn with a high level of professionalism and integrity.

Benefits & Rewards:

• Tailored Training: Gain essential certifications and skills through structured courses.
• Attractive Rewards: Experience our 'work hard, play hard' ethos with incentives for top performers.
• Flexible Income Structure: Earn uncapped income through commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Interested candidates can Whatapps +65 90850773

EA License 22C1383

EA Personnel R22110043

About the Company:

We are an established Tech company based in Singapore, specializing in providing cutting-edge technology solutions to our clients from government to MNCs to in-house projects.

About the Role:

As a rapidly growing company, we are seeking a Financial Controller to play a crucial role in managing our financial operations. We are seeking a dedicated, proactive and organised Financial Controller. You will play a crucial role in supporting the accounting and finance management function, including liaision with management and internal staff. If you are proactive with a positive attitude, we are inviting you to join our organisation.

As Financial Controller, Key Responsibilities are as follows:

Controlling

• Overseeing and piloting the financial controlling & reporting of multiple legal entities with support of accounting manager/financial controller of local entities
• Manage and monitor financials to meet KPIs - Revenue, EBITA, Cashflow, Capex, Debt Service Cover Ratio, Net Leverage, etc.
• Strengthen and develop business processes for sound financial management, resource allocation and decision making.
• Provide insights & analyses of financial performances.
• In charge of the internal control plan (financial part) and ensuring the statutory audits are done in a timely manner

Accounting

• Ensure timely closing of accounts.
• Ensure financials are accurately accounted for, consolidated and reported on a timely basis for all subsidiaries.
• Review all account reconciliations prepared by the team and follow up on outstanding items and or differences.
• Ensure the billing & collection activities within AR team are managed efficiently.
• Maintain control over all financial transactions and to manage company’s liquidity.
• Oversee group consolidation and monthly intercompany & balance sheet reconciliations.
• Ensure compliance with FRS, oversee audit process and review audited financial statements.
• Review corporate tax, GST and withholding tax as prepared by team.
• Responsible for the governance & reporting of the loan covenants.
• Liaise with external auditors, corporate secretaries, bankers and tax agents as and when necessary.
• Implement and/or review financial policies and procedures to ensure effective & efficient financial management within the company.
• Lead transversal accounting projects.
• Setting-up the monthly closing process
• Ensuring that the tax and statutory requirements are met when it comes with funding by shareholders loans or capital increases.
• Reporting the results and highlights to the management on in a timely manner

Others

• Handle and ensure all audits are well-handled and closed with minimal finding in a timely manner
• Assessing the current finance management and any area of improvement and budgeting
• Hands-on to Lead a team of accountants and manage the team’s priorities, tasks, development
• Responsible for the training and development of team members
• Other ad-hoc duties as required

The ideal candidate should have the following qualifications:

· Bachelor’s Degree or above in Finance and/or Accountancy with CA/CPA/ACCA.

· Possesses a minimum 10 years of relevant working experience in financial accounting

· Candidates with intercompany accounting background will be preferred

· Confident and decisive with great leadership skills.

· Ability to multi-task and work with tight timelines.

· Good communication and interpersonal skills.

· Ability to work cross-functionally and independently

· Strong working knowledge of Excel, appetite for developing IT skills able to learn other tools used

· Able to grasp understanding and manage businesses/companies and their relationship

· Attention to accuracy and detail required

· Excellent analytical and problem-solving skills

· Takes ownership and initiative to align with management directions

• Conduct market research and diligence on prospective investments through financial analysis to identify investment opportunities and risks.
• Design and develop financial models and analysis to evaluate both new and existing investments.
• Develop quantitative and qualitative evaluation of investment opportunities.
• Analyze and prepare portfolio performance updates and reports.
• Portfolio cash flow planning and modeling.
• Compile investment policies and summary reports.
• Other ad-hoc duties as required.

We are Singapore’s pioneer independent financial advisory firm that has been in the industry since 1986.

We deal with a variety of platforms – Life Insurance, Investments, General Insurance, Group Insurance, and Financial Planning.

Being independent, we offer a variety of products and services that are of best value and best suited for our clients’ total financial needs.

If you are new or planning to enter the industry, PromiseLand will help you in your journey.

Our managers boast many years of experience, and are always willing to teach you the ropes to become a successful financial adviser representative.

Moreover, we also have product specialists who give regular updates on the top products in the industry, providing you an essential support.

If you are an experienced financial adviser representative, PromiseLand will help you to improve your business through our strong administrative and systems support.

We have dedicated managers and staff who provide support in all platforms mentioned above.

Moreover, we offer incomparable compensation systems and packages that ensure our representatives are compensated promptly, equitably, and in perpetuity.

Requirements:
- Singapore citizen / Permanent Resident
- Unblemished track record
- Fit and proper character
- Tertiary qualifications

• Develop and maintain relationships with SME clients and prospects to increase business opportunities
• Sell SME loans, hire purchase loans, machinery loan, and equipment loans to prospective and current clients
• Meet sales targets and achieve sales goals through effective sales techniques and strategies
• Analyze clients' financial statements, credit history, and other relevant information to assess creditworthiness and risk
• Structure credit proposals and prepare credit recommendations for management approval
• Provide excellent customer service to clients by promptly addressing their concerns and needs
• Stay up-to-date with market trends, industry news, and changes in lending policies and regulations
• Prepare regular sales reports and analyses for management review.

Requirements

• Possess a Diploma in Business or equivalent
• At least 2 years of relevant working experience dealing with SMEs in a Financial Institution or similar capacity
• Proficient in Microsoft Office Applications
• Excellent verbal, written and interpersonal skills
• Good time management skills and able to work under tight schedule and pressure
• Able to work independently with strong problem solving skills

Interested applicants for the above advertised position(s), please kindly email an updated copy of your resume to: [email protected];

EA License No.: 13C6305

Registration No.: R1872398

For candidate who applied for the advertised position is deemed to have consented to us that we may collect, use or disclose your personal information for purpose in connection with the services provided by us.

Roles & Responsibilities

• Full holistic financial planning for individuals in Singapore.
• Generating new clients through effective marketing techniques and resources available.
• Assessing each individual client needs and providing them with bespoke tailored solutions from; Life Insurance, Retirement Planning, Pension Transfer, Trust Planning, Lump Sum Investments and efficient tax vehicles is required.
• Responsible for effective management of these portfolios and constant review of the performance of these portfolios.
• In depth knowledge of UK Tax and Inheritance Tax planning
• Treatment of USA shares for non US citizens

Work experience

A Minimum of 8 years’ work experience in financial planning in a Singapore based firm

Must have exams: M5, M8, M8a, M9, M9a and HI CMFAS exams

Must have a current MAS representative licence

Must have a minimum book size to bring to TallRock of at least $20m AUA (Assets Under Advise)

EA 15C7529

EA Personnel R22106118

Brief description

I-PRIMO represents one of the largest bridal jewelry specialty store from Japan, with more than 130 stores globally such as in Japan, China, Taiwan, Hongkong and Singapore.

Since we are planning to expand in Singapore itself, we are looking for new crew who want to grow with us.

Our job is not just selling jewelries to customers.

Through the rare and precious moments of marriage in our customers' lives, we transform emotions into tangible forms, offering innovative proposals that enrich our customers’ life and future.

Job Descriptions

• Confident and enthusiastic in retail sales with joy and excitement
• Deep interests in startup and improving your business and communication skills.
• Required to serve customers with “Omotenashi” style (* Japanese concept of Hospitality)
• Day-to-day operations and inventory management
• Prepare for and take part in wedding events and expos.
• Any other ad-hoc duties assigned

Job Requirements

• At least 1 year of relevant work experience
• Preferable Experience in Hospitality / Service / Sales Industry
• Without prior experience but with an interest in Jewelry design are encouraged to apply!
• Positive mind, stickiness and teamwork
• Effective listening and customer-oriented person (“more EQ than IQ”)
• Attentive to customer demands and excellent communication skills.
• Wiling to build a brand and expand stores in the near future
• Willing to try new things and take any challenges

Benefits

• AWS - 1 month (pro-rated for less than 12 months of service)
• Annual Leave - 14 days
• Birthday leave
• Insurance - Yes (including dental)
• Transportation allowance (depending on the distance)
• Monthly commission (SGD 150) and Quarterly commission (SGD 450)

Working hours

• 2 days off in a week (Need to work on Sat, Sun, holiday)
• Shift 1 : 10:00 ~ 19:00
• Shift 2 : 13:00 ~ 22:00

• Expansion headcount
• Opportunity for growth
• Leadership opportunity

A financial services client is looking for a Treasury Director to join the team.

Reporting into the Group Treasurer, you will oversee a team of junior treasurers; overseeing the daily treasury activities. This includes cash management, liquidity management, treasury risk and management reporting. As the business is looking to expand, the Treasury Director will also work with the Group Treasurer for any projects relating to treasury risk, policies.

The ideal candidate should have at least 15 years relevant treasury management experience within financial services. Strong leadership skills, ability to challenge difficult situations, good stakeholder management skills and communication skills a pre-requisite for the role.

Look forward to hearing back, thank you.

Reg No. R1987809
BeathChapman Pte Ltd
Licence no. 16S8112

Financial Analyst (Regulatory Reporting / Banking)

• Contract until 31 Dec 2024
• Office location: East
• Training provided

The Client

• MNC Bank

The Opportunity

• MAS610 Monthly, Quarterly & Annual returns, including passing of appropriate adjustments and consolidating financials at the end of each accounting period, and perform analysis of financial results and conclude cause of variances such as accounting issues and economic events.
• Daily Monitoring capital adequacy ratios, qualifying liabilities, asset maintenance ratios & intragroup and intercompany ratios and fortnightly submissions where applicable.
• Assist in Annual Investment Abroad Survey submission

Your Background

• Degree in Accounting and Finance / Banking with some experience in regulatory reporting.
• MS Excel (basic functions like Sumif, Pivots and vlookup)
• MS Access (Running of databases)
• Should be able to handle tasks independently
• Should be proactive to escalate issues on a timely manner

Advantageous:

• Data Analytics
• Banking knowledge
• Should be keen to explore automation opportunities.
• Should be proactive to plan the upcoming work for peak periods

Interested parties please click "Apply Now" or contact Chevelle (EA Reg no: R1762272) at [email protected]

Peoplebank Singapore Pte Ltd, EA Licence Number: 08C5248

about the company

Our client is one of Asia’s largest brokerage firms. They offer a full range of services to organizations and individuals. They are committed to nurture talents and strongly believe in supporting the growth ambitions of its employees.

about the job

• Your primary duty involves conducting financial and operational audits, reviewing business processes, and performing compliance audits.
• Developing audit programs and assessing internal control systems.
• Conducting audit tests to determine compliance with existing policies, procedures, and regulatory standards.
• Identifying issues and proposing suitable courses of action or improvements for the organization's operations.

skills and experience required

• Min. Diploma holder in Accountancy
• No experience required
• Independent, Meticulous and motivated to excel
• Great communication and interpersonal skills
• Excellent team player with an eye for detail

To apply online please use the 'apply' function

Krystal Kwah (EA: 94C3609/ R22104933)

Work-life balance, essential financial knowledge, attractive remunerations

We are looking for university students or fresh graduates in Singapore to join us as a Student Financial Advisor. Are you are looking to kickstart your career, or seeking a meaningful role while studying?

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remunerations. Fret not, training & mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

A day in the life of our Student Financial Advisor:

• Financial Strategy Development: Understanding your clients’ financial situations & goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.
• Client Networking: Establish and grow a strong client base through networking & prospecting.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from dedicated managers.
• Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.
• Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Qualifications:

• Singaporeans preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field.
• Result-oriented & highly-motivated.
• Strong interpersonal skills with a strong passion to serve.

Ideal for University Students:

• Flexible Working Hours: Suitable for students.
• Entrepreneurial Experience: Experience how to manage and grow your own business.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.
• Apply now and kickstart your career in financial advisory!

Job Description

A Technical Consultant experienced in the implementation of OFSAA EPM Suite of solutions. Reporting directly to the Project Manager/Project Lead, the Technical Analyst will work closely with both Technical and Functional subject matter experts from the bank side, and other team members on the Oracle side, to successfully deploy and implement the OFSAA solutions

Roles & Responsibilities include

· Installation, Data Specification and mapping, configuration of OFSAA EPM modules and batches.

· Migration of configurations and Data across environments.

· Testing support of configured OFSAA in SIT and UAT environment.

· Migration of tested OFSAA to production environment.

· Conducting technical Training and creating technical project documentation

Essential Skills

· Programming work experience in PL/SQL.

· Configuration and operation of Web application servers (WebLogic, WebSphere, Tomcat)

· Ability to read and edit unix shell script files

· Ability to read and edit XML and properties files

· Experience with unix (Solaris, Linux, AIX) operating systems and associated hardware platforms and peripherals

· Working knowledge of Oracle databases and data warehouses

Preferred Skills

· Knowledge & experience of implementation of OFSAA EPM modules or any other OFSAA modules would be an added advantage

· Exposure to Oracle reporting tools & Technologies (OBIEE, OAL, OAC) will be an added advantage.

· Awareness of performance tuning concepts will be an added advantage

· Understanding of system security principles, specifically around user authorization and authentication methods and technologies will be an added advantage

· Hands on knowledge of Cloud Architecture and working around application in any Hybrid cloud environment will be an added advantage

AYASA Globo Financial Services is a “one-stop” platform which provides comprehensive and total solutions to hedge funds, private equities, family offices and financial institutions. We are also a pioneer in crypto fund setup and administration with actual hands-on experience. To cope with the operation expansion in Singapore, we are seeking a high calibre professional to join our Singapore Fund Accounting Team.

Roles and Responsibilities:

• Review/prepare net asset valuation for the funds on a daily, monthly or quarterly basis in a timely and accurate manner.
• Review / assist in cash and position reconciliation, process corporate actions and validation of security pricing
• Provide support and respond to client enquiries in a timely and efficient manner
• Prepare financial reporting and liaise with auditors to ensure timely completion of audits
• Assist clients in processing and liaising with banks with regard to payments for funds or transfer
• Assist in opening of bank accounts and broker accounts
• Assist in new fund setup
• Train and supervise junior staff and any ad-hoc tasks assigned by manager

Requirements:

• Bachelor’s degree in Accounting, is a MUST
• Having at least 4 years Fund Accounting / Fund Administration / Auditing. Experience with Funds is a must.
• Proficient in Microsoft office, especially Excel.
• Candidates with strong knowledge and prior experience in using PFS-Paxus will be an advantage.
• Have knowledge in securities and financial derivatives will be an advantage
• Strong organizational, interpersonal and communication skills.
• Excellent command in spoken and written English and Mandarin. Ability to communicate in Cantonese will be an advantage.
• Excellent attention to detail and ability to work in a fast-paced environment.
• Ability to work independently as well as a good team player.
• Able to multi-task and prioritize work load

Benefits:

• 5 Days Work
• Banking Holidays
• Discretionary Bonus

We are looking forward to meeting you!

Interested candidate please click APPLY NOW to apply online or send your resume to this email: [email protected]

"All applications will be treated in strict confidence. Personal data provided in the applications will only be used for recruitment-related purposes. All information on non-shortlisted applicants will be destroyed after 6 months."

Responsibilities:

• Responsible for accounting & reporting procedures
• Prepare financial reports/statements and audit schedules
• Handle bank transactions reconciliations & settlement reports
• Assist in monthly GL closing
• Liaise & work closely with external parties on reconciling information/data
• Assist in audit matters
• Other ad hoc duties if required

Requirements:

• Degree in Accounting/Finance with at least 3-5 years of relevant experience in Banks/Financial Institutions
• Sound knowledge in Local Accounting /Financial Reporting Standards
• Proficient in MS Office Applications
• Good communication and interpersonal skills
• Good team player

Please state your availability, current and expected salary in the resume.

Qualified or interested candidates, please visit our GMP website at

www.gmprecruit.com/current_jobs/posting.aspx to apply for this position with GMP Job Code: 24050

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Sarah Kuan | Registration No: R1105359

SIX operates the infrastructure underpinning the Swiss financial sector and offers a comprehensive range of services around the world in the fields of securities trading and settlement, financial information and payment transactions.

We drive the transformation of the financial markets. That’s why we invest in bright minds, in their ideas, knowledge and development. We do that by combining our best sides. If you would like to find out why stability makes us so agile, why experience makes us so curious and why empathy makes us so impactful, apply now for this position.

Job Introduction

A vacancy has arisen for a Pre-Sales Consultant in Singapore, providing pre and post-sales support to clients.

The role is based in Singapore and is focused on supporting clients across a broad range of products, working with our sales team directly to develop and deepen relationships with existing and new customers. You will be responsible for promoting and supporting the full range of SIX Financial Information’s services.

What You Will Do

• Support the Pre and Post Sales activities for a range of Reference and Real-Time Data Products, Display Terminals and a range of SIX data solutions for the global tax and regulatory environment.
• Lead client engagement discussions and formulate client input into Data and Product Development, including presenting and supporting client projects from inception to implementation.
• Build strong relationships with prospects, existing clients and internal stakeholders using your soft sales skills.
• Engage in product demonstrations and building proof of concepts.
• Take part in proposal process and scoping of responses for RFI and RFPs.

What You Bring

• Candidates should have a background in the use and/or support of data services into financial institutions, ideally in a pricing and reference data environment either through a similar role elsewhere or by working at a client.
• Excellent client facing communication skills in English, both written and verbal. Mandarin is a plus.
• Clear understanding of all asset classes especially Equity, Fixed Income, Indices, Funds and Futures & Options and a good understanding of Corporate Actions.
• Financial industry experience with an understanding of Buy Side and Sell Side data requirements. Knowledge of Asset Servicing, Asset Management, Private Banking and Enterprise Data Management is a plus.
• Ability to work in a fast paced environment under tight deadlines in a matrix environment liaising with many internal stakeholders

As the Facility Management Officer, you will play a crucial role in ensuring the smooth operation and safety of our office building at Hill Street. You will be responsible for managing and optimizing facility operations, as well as fire safety measures and protocols.

Job SCOPE:

1. Facility Operations Management:Oversee day-to-day operations of the office building, ensuring a clean, safe, and well-maintained environment for our employees and guests.
   Develop and implement effective maintenance programs to enhance the longevity of building systems and equipment. Including and not limited to i.e., Environment Monitoring System (EMS), Building Management System. UPS, power, temperature control, humidity, water detection sensor etc.
   Collaborate with vendors and contractors to coordinate maintenance, repairs, and renovations.
   Prepare and maintain Master Maintenance Schedule and collaborate with various stakeholders to ensure maintenance work are carried out as planned.
   Ensure that all technical issues are resolved in accordance to the agreed SLA.
   
2. Fire Safety Management:Serve as the designated Fire Safety Manager in accordance with local regulations and guidelines.
   Review, implement and regularly update comprehensive fire safety plans, procedures, and evacuation protocols in accordance to local regulations.
   Conduct regular fire drills and training sessions for building occupants.
   Ensure that fire safety equipment, such as fire extinguishers, alarms, and sprinkler systems, are properly maintained and in compliance with standards.
   Develop and maintain emergency response plans for various scenarios, including fire emergencies, and ensure all staff are trained accordingly.
   Coordinate with relevant authorities and emergency services to enhance the building's emergency response capabilities.
   Develop and maintain emergency response plans for various scenarios, including fire emergencies, and ensure all staff are trained accordingly.
   
3. Regulatory Compliance:Stay updated on relevant local regulations and codes related to building management and fire safety.
   Ensure compliance with all statutory requirements, permits, and licenses.
   Support internal and external audit reviews to the expending and contracts of renovation and maintenances works
   
4. Budget Management:Manage the facility budget effectively, ensuring cost-effective solutions without compromising safety or quality.
   Provide input for budget planning, forecasting, and capital expenditure related to facility management.
   Prepare and submit necessary PR/PO for works required.
   

Qualifications & Experience:

• Diploma or equivalent in either Estate Management, Facility Management, Engineering in Mechanical or Electrical related.
• Proven experience in facility management, with a focus on fire safety.
• Certification as a Fire Safety Manager.
• Strong team-player, with natural ability to interact with all levels of staff.
• Enjoy problem solving and challenging status-quo
• Good interpersonal, project management, stakeholder management

The Company

Our client is an European-based manufacturer with more than 100 years of successful company history. Its technical solutions and applications serve across various industries such as automotive, electronics sector (e.g. smartphones, tablets), building supply and pharmaceuticals. They are looking for a dynamic and driven Financial Analyst to join their regional APAC office in Singapore.

The Role

Reporting to Associate Manager (Regional Controlling), you shall provide and assist in both Corporate and Business Controlling functions in Asia Pacific region; ensure reporting and analysis requirements in terms of accuracy, quality and consistency is met in the most efficient manner.

• To assist in preparation and handle the reporting requirements at regional level for Corporate Controlling.
• Work with Region, BU Controllers and in-country's finance team as well as respective functional/business teams to meet reporting requirements.
• To assist and handle relevant Business Controlling reporting for the region, including but not limited to profitability by markets, sales reporting, margin variance analysis and sales pipeline assessments etc.
• Perform ad-hoc business and/or sensitivity analysis as and when required.
• Work with Region, BU Controllers and in-country's finance team as well as respective functional/business teams to meet the deliverables.
• To assist and support financial mid-term planning, annual budgeting and regular forecasting processes, consolidation, and reporting requirements.
• Perform consolidation, analysis, review and understand the variances as required, and highlight anomalies timely for rectification actions.
• Provide financial analysis and controlling support for Projects / initiatives as a supporting member as and when required.

Your Profile

• A well-recognized degree in accountancy/finance/buinsess with professional qualification such as Certified Public Accountant / Chartered Accountant, or equivalent.
• At least 3 to 5 years relevant experience and proven track record in a progressive MNC. Asia Pacific and regional HQ experience may be advantageous.
• SAP knowledge (preferably with CO module exposure).
• Proficient in Microsoft Office Application, particularly MS Excel and PowerPoint.
• Strong analytical ability.
• Possess problem solving and decision-making skills.
• Ability to exercise commercial and business acumen.
• Hands on, willing to deal with details and is meticulous.
• Resourceful and work independently; ability to work in matrix structure.
• Ability to work with tight timelines and challenges.
• Communication, interpersonal skills and be a strong business partner for internal stakeholders.
• Team player.
• Positive attitude with drive.

• Manage wealth and risk portfolio for both personal and corporate clients.
• Going for confirmed close appointments set by our telemarketers
• Acquire high net worth clients from our seminars advertised weekly on Straits Times and Business Times
• Managing and growing high net worth clients
• Develop creative solutions for clients

What can we offer

•Proven Client Acquisition Model

(No roadshows, door knocking or street prospecting required)

•Strategic partnerships with professional organizations & businesses

•Unlimited leads

•Robust administrative support

•1 to 1 Mentoring System

Requirements

• A Level, Diploma or Degree holders (Entry level candidates are welcomed, intensive training and coaching will be provided for selected candidates)

• M5, M8, M8A, M9, M9A and HI certifications are advantageous

• Only Singapore Citizen and above 21 years old (required by MAS requirement)

Global Product & Service Providers

Banks & Referrals

• DBS Bank Ltd (DBS)

• Malayan Banking Berhad (Maybank)

• Oversea-Chinese Banking Corporation Limited (OCBC)

• RHB Bank Berhad (RHB)

• Rockwills International Group

• Standard Chartered Bank (Singapore) Limited

General Insurance

• AETNA Insurance Company Limited (Singapore Branch)

• AIG Asia Pacific Insurance Pte Ltd

• Allianz Global Corporate & Specialty SE (Singapore Branch)

• Allied World Assurance Company, Ltd

• Aviva Ltd

• AXA Insurance Pte Ltd

• China Taiping Insurance (Singapore) Pte Ltd

• Chubb Insurance Singapore Limited

• Cigna Global

• EQ Insurance Company Limited

• ETIQA Insurance Pte Ltd

• Liberty Insurance Pte Ltd

• Lonpac Insurance Berhad

• MSIG Insurance (Singapore) Pte Ltd

• Now Health International (Singapore) Pte Ltd

• NTUC Income Insurance Cooperative Limited

• QBE Insurance (Singapore) Pte Ltd

• Sompo Insurance Singapore Pte Ltd

• Tokio Marine Insurance Singapore Ltd

Life Insurance

• Aviva Ltd

• China Life Insurance (Singapore) Pte Ltd

• ETIQA Insurance Pte Ltd

• Friends Provident International Ltd, Singapore Branch

• Generali International Limited

• Manulife (Singapore) Pte Ltd

• NTUC Income Insurance Cooperative Limited

• Old Mutual International Singapore Branch

• Raffles Health Insurance Pte Ltd

• Tokio Marine Life Insurance Singapore Ltd

• Transamerica Life (Bermuda) Ltd

Investment Products / Collective Investment Schemes (CIS)

• CMIA Capital Partners Pte Ltd

• Firstmac Limited

• IP Investment Management Pte Ltd

• Man Investments (Australia) Limited

• Man Investments (Hong Kong) Limited

• Quantum Funds Management Limited

• Superfund Financial (Singapore) Pte Ltd

Collective Investment Schemes (CIS)

• Transaction Platforms

• iFast Financial Pte Ltd

• Navigator Investment Services Ltd

Fund Houses on Transaction Platform

• Aberdeen Asset Management Asia Ltd

• Alliance Bernstein (Singapore) Ltd

• Allianz Global Investors (Singapore) Ltd

• Amundi Singapore Ltd

• Aviva Investors Asia Pte Ltd

• AXA Investment Managers

• Blackrock Asset Management Southeast Asia Ltd

• BNP Paribas Investment Partners

• BNY Mellon Asset Management

• Columbia Threadneedle Investments

• Deutsche Asset Management (Asia) Ltd

• Duxton Asset Management

• EastSpring Investments

• Eurizon Capital S.A (Singapore Branch)

• Fidelity Investments (Singapore) Ltd

• First State Investments (Singapore) Ltd

• FRM Investment Management

• Fullerton Fund Management Company Ltd

• HSBC Global Asset Management (Singapore) Ltd

• Janus Henderson Investors (Singapore) Ltd

• JPMorgan Asset Management (Singapore) Ltd

• Kotak Mahindra (UK) Limited

• Legg Mason Asset Management Singapore Pte Ltd

• Lion Global Investors Ltd, Singapore

• Man Investments (Singapore) Pte Ltd

• Manulife Financial (Singapore)

• Matthews Asia Funds

• Natixis Global Asset Management

• Neuberger Berman

• Nikko Asset Management Asia Ltd

• NN Investment Partners

• Old Mutual Global Investors

• Phillip Capital Management (S) Ltd

• PIMCO Asia Pte Ltd

• PineBridge Investments Singapore Ltd

• Pioneer Investments

• RHB OSK Asset Management Pte Ltd

• Schroder Investment Management Ltd

• SHK Fund Management

• Superfund Financial (Hong Kong) Ltd

• Templeton Asset Management Ltd

• UBS Global Asset Management (Singapore) Ltd

• UOB Asset Management Ltd

• Vanguard Investments Singapore Pte Ltd

• Wells Fargo Funds Management LLC