Total 12 financial planner job vacancies in Sales / Marketing category in D02 Anson, Tanjong Pagar

Strategic Partners is a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation).

Company Highlights

We believe in mutual respect, support and sharing of the fruits of our labour.

We focus on developing and enhancing each team member’s strengths for entrepreneurship, creativity and productivity. We enable each and every one of our team members to discover what drives him or her, to chart their success by leveraging on the business model that we have pioneered. This way, we empower all our team members to express themselves, to be true to themselves, and to contribute in ways that reflect their own ambitions.

But career success is only a means to an end, which is the fulfilment of life, whether it is to pursue a hobby, more time with the family or doing charitable work. Thus, we aim to play as hard as we work. We call ours a “lifestyle career”.

In short, Happiness before Productivity and Profitability. This is what we are about.

Job Description

If you are fueled by success, ignite a new future as an independent sales professional or a team leader.

Our Support: Start your career with our strong mentorship and coaching programmes (from basics to skills honing to leadership building) that will help build your self-confidence and bring out the best in you and excel as a Financial Consultant.

It will include:

• New Induction Training
• Financial Consultant Progression Training
• Leadership Training First Year at Prudential: With our specially tailored programmes you are ensured of a smooth transition into the career.

Benefits and Allowance*

Up to $5000* (not including commissions, overseas incentive trips, annual bonuses, incentives based on performance)

*Terms & conditions apply. Remuneration is given to Financial Consultants who meet the required qualifying criteria.

Commissions & Incentives are payable based on individual performance.

Candidates should be aspiring professionals who desire to serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

Experienced Financial Consultants are welcome.

Financial Services candidates requirements:

• Singaporean and PR only
• At least with the following educational qualification: Full certificate in GCE A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
• Candidates must be at least 21 years old. Required to attain CMFAS certifications M5, M9, M9A and HI. Training provided.

Candidates who have demonstrated resilience, discipline and care for family & the less fortunate should submit your resume to us by clicking on the "Apply Now" button below.

AT03Jul24XF46

Role Overview

Kapronasia, an Atlas Technologies Group company, is seeking a sales consultant to join our team in Singapore. This is a full-time, on-site role. The successful candidate will be responsible for selling both content marketing and consulting projects in the FinTech and financial services sectors.

The role offers significant opportunities to build and manage client relationships, identify new business opportunities, and drive revenue growth. You will collaborate closely with Kapronasia's research and consulting teams to align solutions with client needs and deliver value-driven outcomes. Additionally, you will have the chance to coordinate with Atlas Technologies, our parent company in Japan, to explore business development initiatives.

Responsibilities

• Identify and pursue new sales opportunities in the FinTech and financial services sectors, building a robust pipeline of prospective clients for content marketing and consulting projects.
• Establish and nurture relationships with key decision-makers, ensuring high levels of client satisfaction and fostering long-term partnerships.
• Develop and implement effective sales strategies, collaborating with internal teams to align Kapronasia’s solutions with client needs and industry trends.
• Create tailored proposals, lead sales presentations, and negotiate contracts to successfully close deals and achieve revenue targets.
• Stay informed on industry developments to anticipate client needs and work closely with research and consulting teams to deliver value-driven solutions that align with Kapronasia’s offerings.

Job Qualifications

• 3+ years of experience in sales or business development, preferably within the financial services, FinTech, or consulting industries, with a strong track record of meeting or exceeding sales targets.
• Familiarity with the FinTech and financial services sectors, including key trends and players, to effectively communicate the value of Kapronasia’s content marketing and consulting solutions.
• Demonstrated ability to build and maintain strong relationships with clients and stakeholders, including C-level executives, to foster long-term partnerships.
• Ability to identify new business opportunities, develop tailored solutions for clients, and drive the sales process from lead generation to contract closure.
• Excellent verbal and written communication skills, with the ability to deliver compelling presentations and proposals that clearly convey value propositions.

About you

You are a dynamic and results-driven sales consultant with 3-5 years of experience in sales or business development, ideally within the FinTech, financial services, or consulting industries. You have a proven ability to identify and secure new business opportunities, consistently achieving or exceeding sales targets.

Your excellent interpersonal and relationship management skills enable you to connect with clients at all levels, from operational teams to C-suite executives, fostering trust and building lasting partnerships. With a strong understanding of the FinTech and financial services landscape, you are adept at communicating in a clear and compelling manner.

You thrive in fast-paced environments, taking initiative to drive the sales process from lead generation to deal closure. Your strategic thinking and problem-solving skills allow you to craft tailored solutions that address client needs and align with Kapronasia’s offerings. Committed to professional growth and collaboration, you are excited to contribute to Kapronasia’s success while expanding your career in a vibrant and innovative industry.

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.

Strategic Partners is a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation).

Company Highlights

We believe in mutual respect, support and sharing of the fruits of our labour.

We focus on developing and enhancing each team member’s strengths for entrepreneurship, creativity and productivity. We enable each and every one of our team members to discover what drives him or her, to chart their success by leveraging on the business model that we have pioneered. This way, we empower all our team members to express themselves, to be true to themselves, and to contribute in ways that reflect their own ambitions.

But career success is only a means to an end, which is the fulfilment of life, whether it is to pursue a hobby, more time with the family or doing charitable work. Thus, we aim to play as hard as we work. We call ours a “lifestyle career”.

In short, Happiness before Productivity and Profitability. This is what we are about.

Job Description

If you are fueled by success, ignite a new future as an independent sales professional or a team leader.

Our Support: Start your career with our strong mentorship and coaching programmes (from basics to skills honing to leadership building) that will help build your self-confidence and bring out the best in you and excel as a Financial Consultant.

It will include:

• New Induction Training
• Financial Consultant Progression Training
• Leadership Training First Year at Prudential: With our specially tailored programmes you are ensured of a smooth transition into the career.

Benefits and Allowance*

Up to $5000* (not including commissions, overseas incentive trips, annual bonuses, incentives based on performance)

*Terms & conditions apply. Remuneration is given to Financial Consultants who meet the required qualifying criteria.

Commissions & Incentives are payable based on individual performance.

Candidates should be aspiring professionals who desire to serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

Experienced Financial Consultants are welcome.

Financial Services candidates requirements:

• Singaporean and PR only
• At least with the following educational qualification: Full certificate in GCE A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
• Candidates must be at least 21 years old. Required to attain CMFAS certifications M5, M9, M9A and HI. Training provided.

Candidates who have demonstrated resilience, discipline and care for family & the less fortunate should submit your resume to us by clicking on the "Apply Now" button below.

AT03Jul24XF46

My Client is a global Financial Services Firm and we are looking for a Market Risk Analyst to join the business in Singapore. This is a new headcount due to their expansion plans, and you will be working directly with the Traders on all Risk related work.

Responsibilities:

• Oversee all Middle Office and Market Risk related work
• Work with the Traders on any PnL and Hedging related work
• Manage the Trading desk's exposure and calculate Value at Risk (VaR)
• Manage daily Profit & Loss (P&L) reporting
• Ensure that trading activities are within internal and external policies
• Perform mark to market and any adhoc quantitative related work

Requirements:

• A bachelors degree in a reputable university
• 1 to 5 years of experience in a Market Risk function
• Experience across VaR, PnL, Mark to Market etc
• Candidates with VBA, Python, R preferred

Take charge of this opportunity to welcome a new career challenge in 2024.

EA Personnel No R1985201
BeathChapman Pte Ltd
Licence No 16S8112

You will be part of the Labour and Research Division within the Economic Policy Group of the MAS undertaking in-depth analysis on macroeconomic and financial issues relevant to Singapore. You will participate in, and lead, teams conducting research as well as surveillance and assessment of global economic and financial developments. You will contribute to the preparation of regular reports and briefings on current economic developments to support the monetary policy process. This role requires the ability to apply conceptual economic frameworks and econometric methods for policy analysis. You will have the opportunity to provide research-based policy advice to MAS management, brief policymakers on your research and engage with visiting academics.

Job Requirements :

• A recently completed PhD or (Research) Master’s degree in Economics or Finance (or closely related fields)
• A background in theoretical and empirical macroeconomics as well as a good understanding of Singapore’s economic policy context
• Substantial experience in quantitative economic or financial analysis, and a track record of conducting independent research
• Good writing and presentation skills in English, as well as good interpersonal skills
• Strong interest in contributing to public policymaking in Singapore
• Programming skills in one or more of the following software packages: Eviews, MATLAB, Stata, Python, R or Julia

This is a 1-year contract position. As part of the shortlisting process for this role, you may be required to complete a medical declaration and/or undergo further assessment.

All applicants will be notified on whether they are shortlisted or not within 4 weeks of the closing date of this job posting.

My Client is a global Financial Services Firm and we are looking for a Market Risk Analyst to join the business in Singapore. This is a new headcount due to their expansion plans, and you will be working directly with the Traders on all Risk related work.

Responsibilities:

• Oversee all Middle Office and Market Risk related work
• Work with the Traders on any PnL and Hedging related work
• Manage the Trading desk's exposure and calculate Value at Risk (VaR)
• Manage daily Profit & Loss (P&L) reporting
• Ensure that trading activities are within internal and external policies
• Perform mark to market and any adhoc quantitative related work

Requirements:

• A bachelors degree in a reputable university
• 1 to 5 years of experience in a Market Risk function
• Experience across VaR, PnL, Mark to Market etc
• Candidates with VBA, Python, R preferred

Take charge of this opportunity to welcome a new career challenge in 2024.

EA Personnel No R1985201
BeathChapman Pte Ltd
Licence No 16S8112

Strategic Partners is a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation).

Company Highlights

We believe in mutual respect, support and sharing of the fruits of our labour.

We focus on developing and enhancing each team member’s strengths for entrepreneurship, creativity and productivity. We enable each and every one of our team members to discover what drives him or her, to chart their success by leveraging on the business model that we have pioneered. This way, we empower all our team members to express themselves, to be true to themselves, and to contribute in ways that reflect their own ambitions.

But career success is only a means to an end, which is the fulfilment of life, whether it is to pursue a hobby, more time with the family or doing charitable work. Thus, we aim to play as hard as we work. We call ours a “lifestyle career”.

In short, Happiness before Productivity and Profitability. This is what we are about.

Job Description

If you are fueled by success, ignite a new future as an independent sales professional or a team leader.

Our Support: Start your career with our strong mentorship and coaching programmes (from basics to skills honing to leadership building) that will help build your self-confidence and bring out the best in you and excel as a Financial Consultant.

It will include:

• New Induction Training
• Financial Consultant Progression Training
• Leadership Training First Year at Prudential: With our specially tailored programmes you are ensured of a smooth transition into the career.

Benefits and Allowance*

Up to $5000* (not including commissions, overseas incentive trips, annual bonuses, incentives based on performance)

*Terms & conditions apply. Remuneration is given to Financial Consultants who meet the required qualifying criteria.

Commissions & Incentives are payable based on individual performance.

Candidates should be aspiring professionals who desire to serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

Experienced Financial Consultants are welcome.

Financial Services candidates requirements:

• Singaporean and PR only
• At least with the following educational qualification: Full certificate in GCE A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
• Candidates must be at least 21 years old. Required to attain CMFAS certifications M5, M9, M9A and HI. Training provided.

Candidates who have demonstrated resilience, discipline and care for family & the less fortunate should submit your resume to us by clicking on the "Apply Now" button below.

AT03Jul24XF46

Position: Vice President, Sales and Business Development

Description

Candidate will report to the Global Head and be working closely with the various teams to market the company’s financial services to its customer and cultivating a steady network of customers. Candidate’s place of employment will be split between two sites: Singapore and India, with India being the primary location to cover the Dubai and India markets.

Job Responsibilities:

· Identifying sales prospects, follow-up on new leads and referrals and other accounts as assigned for the India and Dubai markets.

· Maintain and further grow the relationships with existing clients, partners and vendors;

· Provides detailing and demonstration of products whenever required; Reports to Manager on the information, or feedback gathered through field activity; To be on duty at sales and marketing events as and when required by the assigned Manager.

· Provides recommendation and coordinates marketing strategies for the assigned product lines; Participates in execution of the advertising, sales and promotional campaigns; Generate and disseminate educational and marketing messages to target clients through company website or/and other channels; Evaluates the effectiveness of the marketing strategies of the assigned product lines; Prepares relevant reports for management and principals on the assigned product lines.

· Perform miscellaneous job-related duties as assigned.

Competencies

· Have a strong knowledge and familiarization on the derivatives contracts in various global exchanges.

· Have a good understanding on Company’s products and services as well as to provide value added service to the customers

· Familiar with the stand operation process of dealing, risk management and Operations.

· Have a basic concept of the trend of compliance and IT development in the industry.

· Understanding of company's marketing strategy and be able to promote Company’s branding by various means of marketing.

Skills Requirements:

· Bachelor’s Degree or diploma in related fields

· At least 10 years in derivative sales experience

· Highly proficient in communicating with native Tamil, Hindi, Punjabi speaking clients

· Familiar with the development processes of commodity and financial derivatives products or organizing of event or seminar is preferred,

· Excellent written and verbal communication skills in English. Good proficiency in Mandarin is a plus

· Culturally sensitive and versatile, with a strong sense of integrity and ability to function as part of a high-performance team;

· Strong influencing skills, persuasive and good in negotiations, logical in reasoning;

· Advanced user of MS Office suite.

If you are looking for an environment of growth and opportunities, please direct a full resume, stating the position applied and expected salaries to [email protected]

The incumbent will be responsible for the successful implementation, support, and maintenance of our client’s Oracle ERP system and other business applications. In addition, you will play a key role in ensuring the systems align with the organization's process standardization, corporate policies, and compliance regulations.

Accountabilities & tasks:
System Analysis:

• Analyse and evaluate existing and proposed systems for technical and business suitability.
• Conduct business process walkthroughs and gather requirements.
• Develop solutions to address system issues and problems.
• Collaborate with internal and external teams to resolve complex technical challenges.

System Implementation:

• Design and configure systems to meet business needs.
• Perform comprehensive testing to ensure system functionality and stability.
• Lead the implementation process for assigned modules, ensuring a successful rollout.
• Develop and maintain standard operating procedures and user documentation.

System Support:

• Provide first-tier support to users, troubleshooting and resolving application issues.
• Deliver training programs to educate users on system functionalities and best practices.
• Work with user departments to understand their needs and ensure optimal system performance.
• Manage projects and vendors for small-medium complexity initiatives.

Job Requirements:

• Degree in Information Technology (Information Systems) or equivalent.
• Candidates who attained atleast 3 years of experience in Oracle functional(Financial & Distribution) knowledge are preferred.
• Candidates who have hands-on experience working with Oracle system are highly advantageous.
• Good Inter-personal communication skill.

(WEST REGION) - Bukit Batok

Basic Salary + Transport + Mobile + Monthly Commission (first closure already can entitle for commission)

Key Responsibilities

· Acquiring new corporate clients

· Servicing and fostering relationships with existing accounts

· Conduct reviews & customize solutions to adhere to customer’s financial needs

· Actively seeking referrals from new & existing clients by establishing network of business contacts

· Maintain a high standard of service quality & compliance

· Generate & achieve revenue targets assigned

Job Requirements:

· Preferably Min a Diploma

· Open for candidates who have some B2B experience in any products

· (Training provided)

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: Chris Poh Tze Zheng

EA Personnel Reg No: R24120101

Job Responsibilities:

• Assisting the Head of Risk Management in the direct oversight of the Company’s credit portfolio, market risk & liquidity risk management (mainly Interest Rate Risk via Asset & Liability Management). This would include the implementation of the credit, market and liquidity risk framework, policies and procedures.
• Providing accurate and appropriate risk information and opinion for Asset and Liability Management Committee (“ALCO”) and credit portfolio reports for (Credit Portfolio Committee (“CPC”).
• Performing in-depth, ad-hoc analysis and formulating an opinion and escalation to Senior Management as needed.
• Provide support for regulatory requests eg. Provision of regulatory reports and analysis.
• Effective collaboration with Finance, Marketing and Loan Admin Departments for credit, market and liquidity risk related matters.

Job Requirements:

• Bachelor Degree in Finance, Economics or quantitative specialization.
• With 3 - 5 years’ experience in risk management, market risk experience is preferred.
• Demonstrated ability to work effectively and independently
• Excellent communication skills
• Able to start immediate or within a month is a plus.

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

Responsibilities:

We are looking for an Operations and Administration Executive. The job involves working in a team in the Management Services Division of a Financial Advisory Company with about 300 appointed representatives.

Job duties include:

• Handle day-to-day investment operations/ submission matters. Conduct pre-submission and post-submission checks on investment submissions.
• Liaises with fund houses & investment administrator platforms on operation matters
• Daily transactions data entry into Company’s Client Database
• Handling and responding to queries from Financial Advisory Representative (FAR).
• Presenting operations update at monthly market update meeting to FARs.
• Assisting in Client Seminars and other investment related activities.
• Assist other departments in operational matters when necessary.
• Any other responsibilities and ad-hoc duties assigned.
• Assist Director on administrative and operational matters.

​Requirements:

• Degree or Diploma with more than 3 years of working experience in Financial Services preferred
• Prior working experience in fund or IFA operations preferred
• Pleasant and positive disposition, with good working attitude
• Ability to work effectively with others, be prepared to take a supportive role where required, assist others at short notice
• Able to work independently with minimum supervision, meticulous, adaptable with ability to work under pressure
• Proficient in MS Office applications and end–user computing skills
• Salary and terms are negotiable depending on qualifications and experience.
• 1 year contract convertible to permanent position

To apply, send your full C.V., with expected remuneration via Apply Now.

We regret that only shortlisted candidates will be notified.