Total 66 financial planner job vacancies in Sales / Marketing category in d21 upper bukit timah clementi park ulu pandan

About Us

We are a premier One-Stop Integrated Financial Services Provider dedicated to delivering innovative and comprehensive financial solutions. Our services span wealth management, insurance, estate planning, and investment advisory, helping clients achieve their financial goals and aspirations.

We are on the lookout for dynamic and ambitious individuals to join our team as Sales Executives. If you’re passionate about sales, thrive on challenges, and love building meaningful relationships, we want you! Candidates with relevant experience may be considered for a Team Lead role.

Your Role

As a Sales Executive, you will drive business growth by providing exceptional client service and tailored financial solutions.

Key Responsibilities:

• Client Relationship Management:Cultivate and maintain strong relationships with clients.
  Understand clients’ financial needs and provide customized solutions to meet their goals.
  
• Sales Excellence:Market and sell financial products, including investments, insurance, and estate planning solutions.
  Develop strategies to achieve and exceed individual and team sales targets.
  
• Wealth Management Solutions:Advise clients on wealth management strategies to grow and protect their assets.
  Conduct regular portfolio reviews and recommend adjustments to ensure alignment with objectives.
  
• Business Development:Identify and pursue new business opportunities through networking, referrals, and prospecting.
  Create and implement growth strategies to expand market presence.
  
• Entrepreneurial Leadership:Embrace challenges with creativity, confidence, and a solutions-oriented mindset.
  Take ownership of your success and contribute to the growth of the team and company.
  
• Compliance & Market Knowledge:Stay updated on financial markets, trends, and regulatory requirements.
  Ensure adherence to industry standards and company policies in all activities.
  

What You Bring

• Educational Qualifications:Minimum Polytechnic Diploma.
  
• Experience & Skills:Entrepreneurial mindset with a passion for challenges and achieving results.
  Strong interpersonal and communication skills to build trust and rapport with clients.
  Proven sales and business development expertise, with a track record of meeting targets.
  Knowledge of wealth management and financial planning is an advantage.
  
• Certifications:CMFAS certification is advantageous but not mandatory.
  

What We Offer

• Attractive Compensation: Competitive salary with performance-based bonuses.
• Incentive Trips: Yearly trips to celebrate and reward top performers.
• Recognition: Awards and accolades for outstanding achievements.
• Career Advancement: Opportunities to progress to a Team Lead role or other leadership positions.
• Dynamic Work Environment: A collaborative and supportive culture that fosters innovation and growth.

Why Join Us?

We don’t just offer a job—we provide a platform for you to excel, grow, and make a meaningful impact. Whether you’re kickstarting your career or seeking to advance into leadership, this is your opportunity to shine.

Take charge of your future and unlock limitless possibilities. Apply today!

Location: Singapore
Company: Summit Planners Crusaders Pte Ltd
Employment Type: Full-Time

About Us

At Summit Planners Crusaders Pte Ltd, we pride ourselves on being a trusted One-Stop Integrated Financial Services Provider, offering comprehensive and innovative solutions in wealth management, insurance, estate planning, and investment advisory.

We’re seeking an ambitious and results-driven Sales Specialist to join our growing team. If you’re passionate about building relationships, delivering tailored financial solutions, and excelling in a dynamic environment, this is your opportunity to shine!

Your Role

As a Sales Specialist, you’ll take charge of driving business growth, providing exceptional client service, and achieving financial success for both clients and the company.

Key Responsibilities:

• Client Relationship Management:Build, cultivate, and maintain strong relationships with clients.
  Understand clients' financial needs and provide customized solutions to meet their goals.
  
• Sales Excellence:Drive sales of financial products, including investments, insurance, and estate planning solutions.
  Develop strategies to meet and exceed sales targets and revenue goals.
  
• Wealth Management Solutions:Offer expert advice on wealth management, helping clients grow and protect their assets.
  Conduct regular portfolio reviews and recommend adjustments to ensure financial objectives are met.
  
• Business Development:Identify and pursue new opportunities through networking, referrals, and outreach.
  Create and execute growth strategies to expand the client base and market presence.
  
• Entrepreneurial Leadership:Operate with an entrepreneurial mindset, taking ownership of client success and personal growth.
  Approach challenges with creativity, determination, and a solutions-oriented attitude.
  
• Compliance & Market Knowledge:Stay updated on financial markets, regulatory requirements, and product offerings.
  Ensure all activities comply with industry standards and company policies.
  

What You Bring

• Educational Qualifications: Minimum Polytechnic Diploma.
  
• Experience & Skills: Entrepreneurial mindset with a passion for challenges and innovation.
  Exceptional interpersonal and communication skills to build trust and inspire clients.
  Proven expertise in sales, client relationship management, and business development.
  Strong knowledge of wealth management and financial planning solutions.
  
• Certifications: CMFAS certification is advantageous but not mandatory.
  

What We Offer

• Attractive Compensation: Competitive salary with performance-based bonuses.
• Incentive Trips: Yearly incentive trips to celebrate and reward your achievements.
• Recognition: Awards and accolades for exceptional performance.
• Career Growth: Clear pathways for career progression and leadership opportunities.
• Supportive Culture: A collaborative and dynamic work environment that values innovation and teamwork.

Why Join Us?

At Summit Planners Crusaders, we don’t just offer a job—we offer a platform to grow, succeed, and achieve greatness. As a Sales Specialist, you’ll have the chance to transform lives, make a difference, and build a fulfilling career in financial services.

Take the first step toward a rewarding future—apply today!

(Please note, this will be a paternity cover role only for 8 - 10 weeks)

Key Responsibilities:

• Subject Matter Authority: Become the subject matter expert for all FP&A activities related to the Global Design & Construction division, including budget, forecasts, and actualization.
• Labor Allocation Coordination: Oversee quarterly labor allocation and bookings, ensuring accurate financial reporting and resource management.
• Monthly and Quarterly Reporting: Prepare detailed monthly and quarterly financial reports for key partners and executive management, providing valuable insights to support decision-making.
• Process Improvement: Actively review and identify opportunities to improve the speed and timeliness of FP&A activities, while maintaining accuracy and enhancing efficiency.
• Cross-Functional Partnerships: Develop strong partnerships with leaders across various business functions to understand financial opportunities and risks, ensuring that FP&A is aligned with organizational goals.
• Special Projects Support: Assist with special projects that support corporate, global, and local finance initiatives, helping drive business outcomes through strategic financial analysis.

Qualifications:

• Education: Bachelor's degree in Finance, Accounting, or a related field is preferred. An MBA is a plus.
• Certifications: CPA or CFA certification preferred.
• Experience: A minimum of 5+ years of experience in finance or a related field, with demonstrated expertise in financial planning, analysis, and reporting.
• Technical Skills: Proficiency in MS Excel (pivot tables, formulas, etc.) is essential. Experience with Hyperion for financial management is required (minimum of 2 years).
• Analytical Abilities: Strong analytical skills with the ability to synthesize financial data into actionable insights for executive decision-making.
• Communication Skills: Exceptional communication skills, with the ability to collaborate effectively with senior leadership and cross-functional teams.

Responsibilities

• Evaluate loan applicants by conducting in-depth credit assessments and analysing financial stability, repayment capacity, and overall creditworthiness.
• Maintain a proactive approach to addressing credit risks and delinquencies by implementing suitable remedial actions when necessary.
• Build strong relationships with SME clients, ensuring their inquiries, concerns, and requests are addressed effectively.
• Collaborate closely with internal teams, including credit analysts and legal staff, to ensure accurate and timely loan documentation and processing.
• Develop tailored financial solutions by gaining a thorough understanding of clients' industries, market trends, and unique business needs.
• Identify and source new lending opportunities within the SME segment through lead generation and prospecting activities.
• Oversee a portfolio of SME loans, monitoring repayment behavior, compliance with agreements, and overall loan performance.
• Guide clients through the loan application process, assisting with documentation preparation and ensuring a smooth approval and disbursement experience.

Requirements:

• At least 1 year of experience in business development for SME Loans in a financial institution or broker.
• Proven success in managing SME loan portfolios, achieving lending targets, and mitigating credit risks effectively.
• Excellent communication and interpersonal skills
• Ability to establish rapport with clients and stakeholders and negotiate effectively.

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified.

Email resume to [email protected]

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724

http://www.peopleprofilers.com
EA License Number: 02C4944
Registration Number: R1872398

Posting Personnel: Ng Jwee Ken

Ref: L739Y773

Responsibilities

• Become the subject matter authority and key point of contact in FP&A all matters pertaining to budget and forecasts and actualization of Global Design & Construction

• Coordinate quarterly labor allocation and bookings

• Prepare monthly and quarterly financial reports for key partners and executive management to help facilitate decision-making

• Actively review how we can improve speed and timeliness of FP&A activities, without compromising accuracy and ways to increase efficiency

• Develop cross-functional partnerships with leaders across the business in order to understand opportunities and risks so that finance can better serve the organization financially

• Assist with special projects that support corporate, global and local finance initiatives

Skills/Requirement

• CPA/CFA certification preferred

• Bachelor's degree in finance or accounting preferred

• 5+ years of experience in finance or related field

• Very good in MS Excel (pivot, formulas, etc.)

• Min. 2 yrs exp in Hyperion

Company overview

Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.

Department Overview

Nomura's Global Markets department offers clients worldwide liquidity, market insights, and execution services across multiple asset classes, including equities, fixed income, currencies, and commodities. The team's emphasis on innovation and technology ensures access to advanced trading platforms and tailored solutions. Specializing in market-making, risk management, and electronic trading, Nomura's Global Markets team has a strong global presence and is renowned for exceptional client service. With expertise, global reach, and a commitment to innovation, the department is poised to drive growth and success in the financial industry.

Role Description

Reporting to the Head of Financial Institution Solutions Sales, you will focus on Solutions Sales covering Non-Banking Financial Institution (NBFI) clients in Southeast Asia which include Financial Sponsors, Private Equity, Real Estate, Insurance, Pension Funds, and Fintech.

Other responsibilities include:

• Pricing and dealing vanilla and exotic derivatives across FX, Credit, Rates and Structured Products.
• Introducing new NBFI client relationships to the firm.
• Maintaining existing NBFI client relationships of the firm.
• Introducing product capabilities of the firms to NBFI clients.
• Market trade ideas and solutions.
• Regular research for sales origination.
• Work closely with trading, structuring and research team across multiple jurisdictions.

Requirements:

• Bachelor's degree from an accredited university.
• Minimum of 7 years’ experience in an investment bank covering Non-Bank Financial Institutions (NBFI) solution sales across Southeast Asia.
• Experience in managing NBFI clients across Southeast Asia.
• Experience with both technical and pricing knowledge of derivatives, and the sales functions across all asset classes across Asia (excluding Japan) market, along with legal environment and documentation.
• Excellent quantitative and analytical skills.
• Very strong command of Excel and PowerPoint.
• Self-starter, proactive and have a positive attitude, able to work independently and coordinate with key stakeholders within the firm.
• Able to multi-task and work in a fast-paced environment, and under pressure.
• Able to work long hours during crunch time / pre-events.

Diversity Statement

Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.

DISCLAIMER: This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.

Nomura is an Equal Opportunity Employer

SFID: 8649

Responsibilities:

• Manage documentation of new incorporations and new fund establishments; support ongoing company and fund maintenance; review subscription and redemption agreements and maintain books & records for companies & funds; manage fund subscription and redemption; manage Board and Investment Committee meetings, minutes, and resolutions; annual corporate secretarial updates.
• Maintain accounts with banks and brokerages, including opening accounts, responding to bank queries, and preparing regular reviews.
• Oversee IT providers to implement security features and back-ups, and maintain websites.
• Manage purchase and sale of real assets, maintain inventory lists, and manage valuations.
• Manage new client onboarding and existing client reviews of KYC/AML/CFT/SOW/SOF; review transactional flows based on risk level and assessment.
• Prepare and submit regular reports to regulators (e.g. MAS, CIMA, BVIFSC) and authorities (e.g. CRS, FACTA, ES).
• Develop, maintain, update, and ensure adherence to a comprehensive risk management framework that integrates regulatory requirements, internal policies, and industry best practices.
• Continuously monitor and analyze regulatory updates, assess potential risks, and implement proactive strategies to ensure operational resilience and excellence.

Requirements:

• Experience in the operational administration of companies
• About 5 years of working experience in Administration and Operations.
• Prior experience in Compliance and Internal Audit is a huge plus.
• Proactively anticipate, troubleshoot, overcome, and/or escalate client and product needs/issues
• High sense of urgency and good time management to prioritize tasks

We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

Payment Gateway Specialist/Manager (Financial and Crypto)

Working Days & Hours: 5 days | Mon-Fri: 9am to 6pm (12.30pm – 2pm lunch)
Working location: Tanjong Pagar
Salary: $6000 - $8000

Job Responsibilities

• Set up payment gateway for South Korea / Japan market.
• Search and develop the overseas payment gateways in South Korea / Japan.
• Liaise and keep good relationship with local payment service providers in South Korea / Japan.
• Negotiate with PSP for getting competitive service fee and currency rate.
• Ensure the stability and variety of payment gateways.
• Propose any incentive schemes implementation.
• Other ad-hoc assignment.

Job Requirements

• Degree in Finance or its equivalent
• At least 2 years’ experience either in South Korea / Japan for Payment Service Providers (PSP)

Tan Jia Jun | REG No: R23112681
The Supreme HR Advisory Pte Ltd | EA No: 14C7279

Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. And, to ensure the best experience for our 20,000+ employees across 176 offices globally, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are.

The Bloomberg Financial Solutions department of 5,000+ employees is at the forefront of ensuring success for our customers and employees alike. Our team comprises several key pillars: sales, service, operations, culture and brand. As a department, we are united by a common goal: We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg.

What's the role?

The Financial Solutions Knowledge Group is responsible for building and delivering thoughtful training programs that support the execution of Bloomberg strategy across Financial Solutions. The team strategizes together with senior management in order to design, organize, schedule and execute large-scale training so that our clients can be served in the best possible way by the most knowledgeable salesforce.

This role, reporting to the Regional Financial Solutions Knowledge Group Team Leader, will be responsible for all matters related to developing and maintaining the skills and knowledge necessary to the success of our Bloomberg Financial Solutions employees in the region.

Training can be in-person or remote, live or on-demand, synchronous or asynchronous, or web-based. A sophisticated learning management system keeps track of all learning activities in real time. Subject matter ranges from basic financial concepts to options pricing theory. On the other hand, training also includes sales models, behavioral heuristics, and navigating complex organizations.

We will trust you to:

• Propose ad-hoc trainings as solutions to business challenges
• Define and design programs that are aligned with department strategy and have clear business impact
• Understand and incorporate industry, competitive and market trends in class design
• Develop methods to measure training success and to collect feedback
• Create resources, communication, websites, enrollment processes around each training program
• Have a vision for the future of the team, current industry trends, and be able to drive new initiatives
• Manage and run a training calendar and coordinate all logistical processes from start to finish

You will need to have:

• 3+ years of a proven track record working within customer support, sales organizations, or learning, talent and development (LT&D)
• Previous experience designing and delivering sales and/or training presentations to clients within the past 3 years
• Previous experience working in the financial sector or on projects for a financial firm, as we’d like to see a basic understanding of financial products
• Proven experience of managing large, multi-stakeholder projects as part of a global team
• Ability to investigate, understand and improve complex and highly detailed processes
• The drive to both gain and share knowledge
• A talent for managing without authority, influence up and network
• A “make it happen” personality and the ability to work under pressure and to deal with tight deadlines
• Ease of learning new software like file-sharing systems, learning management systems, and video editing
• Excellent written and verbal communication skill in English
• Bachelor’s degree or degree-equivalent qualifications
• Demonstrated continuous career growth within an organisation

We’d love to see:

• Instructional Design degree or background

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too.

The opportunity

We have an exciting opportunity for a Senior Associate to join our Valuations, Modelling & Economics team, focused on Financial Services sector, within Strategy and Transactions service line in Singapore.

We work across financial services sector (fintech, digital banking, traditional banking, insurtech and insurance, wealth & asset management) and operate in a broad range of disciplines including:

• M&A and fundraising valuation diligence
• Financial modelling for M&A and market entry (JV, greenfield, etc.)
• Valuation for financial reporting
• Financial modelling for FP&A (business forecasting and planning)
• Data analytics and visualization
• Other, bespoke model development

Your key responsibilities

• Have a primary focus on valuation and financial modelling to deliver projects for financial service sector clients throughout Asia
• Advise clients on M&A deals and strategic corporate finance issues
• Create and present insightful and compelling management presentations and valuation reports
• Use data analysis to address complex corporate finance and strategy problems
• Be a part of project teams comprising of colleagues from different competencies (Strategy, Transaction Strategy Execution, Transaction Diligence, Business Consulting)
• Build strong working relationships with senior clients, including influence, advice and support to key decision makers
• As part of your career development, you will: participate in sales opportunities with senior team members and clients; assist in preparing proposal documents; be supported in building client relationships at all levels

Skills and attributes for success

• Critical thinking, combined with strong numerical and analytical skills
• Prior valuation knowledge with proven ability to deliver business valuations
• Financial modelling mindset to be able to structure and develop complex but easy to use financial models
• Strong interpersonal and communications skills
• Commitment, grit and ability to work in a fast-paced/ investment environment

To qualify for the role you must have

• A Bachelor's or Master’s degree in Accounting, Business, Finance, Economics, Data Science, Engineering, or Mathematics
• At least 3 years of relevant work experience in the fields of Valuation and Financial Modelling
• Highly effective written and verbal communication skills
• Good knowledge of valuation methods and concepts (deal valuation - DCF, DDM, Market Approach)
• Ability to read and understand financial statements
• Ability to quickly create high-quality financial models (e.g., cash flow, integrated financial statement, operational and decision support models) using best practice techniques and applying sound commercial judgment
• A strong work ethic and the ability to adapt to new challenges in a collaborative team environment

Ideally, you also have (or are pursuing)

• CA/CPA or CFA
• Experience in mergers, acquisitions, divestitures, carve outs
• Experience gained within another large professional services organization
• Established networking skills in a relevant industry

What we look for

Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident team player that collaborates with people from various teams while looking to develop your career in a dynamic organization.

What we offer

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

Apply now.

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too.

The opportunity

We currently have career opportunity for Manager to join our Valuation, Modelling & Economics team, focused on Financial Services sector, within Strategy and Transactions service line in Singapore.

We work across financial services sector (fintech, digital banking, traditional banking, insurtech and insurance, wealth & asset management) and operate in a broad range of disciplines including:

• M&A and fundraising valuation diligence
• Financial modelling for M&A and market entry (JV, greenfield, etc.)
• Valuation for financial reporting
• Financial modelling for FP&A (business forecasting and planning)
• Data analytics and visualization
• Other, bespoke model development

Your key responsibilities

• Have a primary focus on valuation and financial modelling to deliver projects for financial service sector clients throughout Asia (fintech, digital banking, traditional banking, insurtech and insurance, wealth & asset management)
• Advise clients on M&A deals and strategic corporate finance issues
• Create and present insightful and compelling management presentations and valuation reports
• Use data analysis to address complex corporate finance and strategy problems
• Lead and be a part of project teams comprising of colleagues from different competencies (Strategy, Transaction Strategy Execution, Transaction Diligence, Business Consulting)
• Build strong working relationships with senior clients, including influence, advice and support to key decision makers
• As part of your career development, you will: lead sales opportunities with senior team members and clients; lead preparing proposal documents; be supported in building client relationships at all levels.
• You will be expected to be innovative and insightful in considering industry trends and potential disruptions.

Skills and attributes for success

• Strong valuation and financial modelling skills with proven ability to deliver business valuations and create robust and flexible financial models
• Commercial mindset
• Critical thinking, combined with strong numerical and analytical skills
• Strong interpersonal and communications skills
• Commitment, grit and ability to work in a fast-paced/ investment environment
• Managing, coaching and reviewing the work of junior staff members
• Developing and guide junior staff by providing timely, and effective performance feedback/training and help them achieve their career goals

To qualify for the role, you must have

• A Bachelor's or Master’s degree in Accounting, Business, Finance, Economics, Data Science or Engineering
• International exhange experience during university or international working experience is a strong plus
• At least 5 years of relevant work experience in the fields of: valuation, financial modelling, corporate development, FP&A, preferably in a Big 4 or other large professional services organization
• Excellent knowledge of valuation methods and concepts (deal valuation - DCF, DDM, Residual Income, Market Approach; financial reporting valuation – PPA, intangible assets)
• Strong financial modelling skills and the ability to create fit for purpose financial models (e.g., cash flow, integrated financial statement, operational and decision support models) using best practice techniques and applying sound commercial judgment
• Highly effective written and verbal communication skills
• Ability to read and understand financial statements
• Demonstrated capability or strong interest in using visualization software and managing data sets (PowerBI, Alteryx, etc.)
• A strong work ethic and the ability to adapt to new challenges in a collaborative team environment

Ideally, you also have

• Experience and interest in financial services sector (fintech, digital banking, traditional banking, insurtech and insurance, asset management)
• A proven record of excellence in a merger integration, acquisitions, divestitures
• CFA, FMVA, CAIA, CVA, BIDA, CPA
• Established networking skills in a relevant industry

What we look for

Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident team player that collaborates with people from various teams while looking to develop your career in a dynamic organization.

What we offer

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

Apply now

Position: Sales Manager

• Working days: 5days (Mon - Fri)
• Working hours: Rotate shift (9am-7pm/ 10am-8pm)
• Working Locations: One Sim Lane (Aljunied)
• Salary: $3000 - $4500

Requirement:

• At least 1 year relevant experience

Responsibilities:

• Responsible for prospecting & acquiring new clients.
• Handle overall responsibility for managing sales, achieving growth & hitting/exceeding monthly sales targets.
• Identify all potential business opportunities through cold outreach such as cold calling & social platforms.
• Conducting marketing research to identify selling possibilities & implementing sales program.
• Set up meeting with potential clients to recommend solutions.
• Collaborate with team members to achieve desired result.

Chin Wai Loon Reg No: R24121618

The Supreme Hr Advisory Pte Ltd EA No: 14C7279

Payment Gateway Specialist/Manager (Financial and Crypto)

Working Days & Hours: 5 days | Mon-Fri: 9am to 6pm (12.30pm – 2pm lunch)
Working location: Tanjong Pagar
Salary: $6000 - $8000

Job Responsibilities

• Set up payment gateway for South Korea / Japan market.
• Search and develop the overseas payment gateways in South Korea / Japan.
• Liaise and keep good relationship with local payment service providers in South Korea / Japan.
• Negotiate with PSP for getting competitive service fee and currency rate.
• Ensure the stability and variety of payment gateways.
• Propose any incentive schemes implementation.
• Other ad-hoc assignment.

Job Requirements

• Degree in Finance or its equivalent
• At least 2 years’ experience either in South Korea / Japan for Payment Service Providers (PSP)

Tan Jia Jun | REG No: R23112681
The Supreme HR Advisory Pte Ltd | EA No: 14C7279

Job Description:

• Convert leads provided by the partner bank to sales through telemarketing;
• Handle customer enquiries with confidence;
• Correspond with customer through emails;
• Liaise with internal departments on policy fulfilment; and
• Achieve sales target for the team and individual set out by business.

Requirement:

• O levels / N level / Nitec or equivalent.
• Sales driven and willing-to-learn attitude.
• Certificate in General Insurance (BCP, PGI, HI) will be an added advantage.

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

Job Responsibilities

· Prepare and submit accurate and timely financial reports required for STAT (Statutory Accounting Principles) reporting, adhering to industry guidelines and regulatory requirements.

· Monitor and analyze financial data to identify discrepancies or irregularities and take appropriate corrective actions.

· Prepare, review, and submit government reports, including but not limited to regulatory filings, tax returns, and other compliance-related documents.

· Stay up to date with current tax regulations, laws, and reporting requirements to ensure compliance and minimize tax liabilities.

· Collaborate with cross-functional teams, including finance, legal, and tax departments, to gather necessary data and ensure accurate reporting and compliance.

· Assist in the implementation and maintenance of accounting procedures and internal controls to enhance operational efficiency and accuracy.

· Conduct periodic audits and reviews to identify potential risks and recommend improvements to mitigate those risks.

· Provide guidance and support to junior accountants, ensuring adherence to accounting principles and best practices.

· Collaborate with external auditors, tax consultants, and regulatory bodies as necessary.

Job Requirements

· Bachelor's degree in Accounting, Finance, or related field. CPA certification is highly preferred.

· Proven experience as a Senior Accountant or similar role, with a focus on STAT reports, government reporting, and tax operations.

· Proficiency in financial reporting software, ERP systems, and Microsoft Excel.

· It is crucial to possess a strong focus on maintaining accuracy and attention to detail in your job duties.

· Strong organizational and time management abilities to meet tight deadlines.

· Excellent communication and interpersonal skills to collaborate effectively with team members and external stakeholders.

· Ability to adapt to changing regulatory and industry requirements.

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No. 01C4394 (PERSOLKELLY SINGAPORE Pte Ltd)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

Responsibilities:

• Research, develop, and manage an extensive international network of business partners and plan prospecting activities to help identify new business opportunities to drive client growth
• Draft company and client presentations, industry-relevant articles, and research reports
• Support client relationship management, including client due diligence and onboarding, documentation and reporting, and on-going support
• Research and analyse companies, individual securities, investment asset classes, industries, and market and economic trends, and prepare relevant reports
• Monitor the performance of existing and proposed investments and prepare or review periodic investor reports
• Participate in client portfolio construction

Requirements:

• About 3 years of experience in the finance industry, including business development and/or investment management
• Degree in business, finance, or a related field, with knowledge of fund management, investments, and finance
• Excellent communication, organizational, and problem-solving skills
• Ability to maintain confidentiality and handle sensitive information with discretion
• Proactively anticipate, troubleshoot, overcome, and/or escalate client and product needs/issues
• Good team player with a strong willingness to participate and help others
• High sense of urgency and good time management to prioritize tasks

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

• Min. 2 years of Digital Marketing experience, preferably within agencies. Portfolio showcasing published work.
• Proficiency in various content platforms like social media, blogs, and print media.
• Knowledge of content and layout design tools like Canva, Adobe InCopy, and InDesign is advantageous.

Job Description

We're on the lookout for a passionate and driven Marketing Executive to join our expanding team. In this role, you'll play a pivotal part in crafting and delivering captivating content to enhance our company's image, brand, and connection with customers.

If you're passionate about storytelling, user experience, and igniting engagement through compelling content, we'd love to have you on board.

Roles and Responsibilities:

Content Development

• Develop and implement marketing strategies to promote our products/services.
• Create compelling content for various marketing channels, including social media, website, email, marketing materials.
• Collaborate with internal teams to develop marketing campaigns and initiatives. Assist with logistics matters of events and campaigns.

Digital Marketing

• Design content strategies to effectively reach our target audience and marketing goals
• Manage and update company website and social media platforms with fresh and relevant content.
• Ensure that SEO and SMO strategies are effectively implemented
• Content Calendar Management
• Distribution of content across social media platforms and email channels to enhance brand visibility and actively engage our audience.
• Monitor and respond to customer feedback and inquiries on social media platforms.

Collaboration

• Assist in organizing and executing promotional events and campaigns.
• Work closely with the sales team to align marketing efforts with sales objectives.
• Collaborate with external partners and agencies to maximize marketing impact.

Reporting and Analytics

• Prepare regular reports on marketing performance metrics.
• Conduct market research and competitor analysis to inform marketing strategies.

Requirements:

• Minimum Diploma in Communications, Marketing, Literature, or related field, with at least 2 years of relevant experience, preferably within agencies.
• Portfolio showcasing published work.
• Exceptional written and verbal communication abilities.
• Capable of thriving in a fast-paced, collaborative environment.
• Proficiency in various content platforms like social media, blogs, and print media.
• Strong strategic, analytical, organizational, and interpersonal skills.
• Demonstrated expertise in writing, editing, and proofreading marketing and communications materials.
• Familiarity with content management systems such as WordPress, Drupal, and Joomla.
• Solid understanding of content optimization practices including SEO, SMO, and PPC.
• Knowledge of content and layout design tools like Canva, Adobe InCopy, and InDesign is advantageous.
• Results-driven, detail-oriented, and adept at managing multiple projects with tight deadlines.
• A team player with excellent collaborative skills across departments.

Salary: Up to $4750

Duration: 6 months contract

Location: Raffles Place

Working Hours: Monday to Friday, 9am to 6pm

Industry: Insurance company (Financial Reporting Department)

Job Purpose

To execute processes relating to month end financial closing, drive and support system implementation and process improvement initiatives related.

Job Description:

• Prepare financial reporting deliverables and their supporting schedules
• Handle ad hoc assignments to support internal and external users on finance related matters.
• Work with respective Business Units and IT for system enhancements and timely resolution of interface issues and reconciling items.
• Support User Acceptance Testing when required
• Execute and improve on work processes and controls to improve effectiveness and efficiency of reconciliations, reporting, and financial closing.
• Support company’s initiatives as required.
• Liaise with auditors and respective internal departments to address audit findings
• Take accountability in considering business and regulatory compliance risks and take appropriate steps to mitigate the risks
• Maintain awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company
• Highlight any potential concerns/ risks and proactively share best risk management practices
• Takes accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks.

Requirements:

• Degree or Diploma in Accountancy or ACCA or its equivalent.
• 2 years of relevant financial closing experience
• Candidates with life or general insurance accounting experience have an added advantage.
• Strong analytical thinking and problem solving skill
• Strong drive to understand new topics and explore new solutions under minimal supervision
• Strong focus on timely and accurate reporting
• Strong communication, leadership and influencing skill
• Proficient in MS Excel and MS Office

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

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394
R1435126 (Aw Yu Chen)

4 days WFH, 1 day WFO

About audax

audax means courage. To have the courage to change the banking scene, eliminating constraints caused by existing legacy infrastructure. Our mission is to empower banks and financial institutions to scale and modernise at speed, reaching new customers without breaking the bank.

We began our journey supplying services to and powering Standard Chartered’s white-label plug and play Banking-as-a-Service (BaaS) solution, Standard Chartered nexus, through our technology capabilities. At audax, we seek go-getters who are hungry for growth and can bring fresh perspectives.

Website: https://www.audax.io

What you will be doing:

The sales support & admin executive is pivotal in supporting the day-to-day activities of our Chief Commercial Officer and the sales team .

Responsibilities:

· Sales Support: Assist the sales enablement team with day-to-day activities, including sales pitch and administrative preparations.

· Reporting & Analysis: Provide administrative support for sales presentations and proposals.

· Calendar & Schedule Management: Manage the Chief Commercial Officer’s (CCO) calendar, schedule meetings, and prioritize appointments based on urgency and importance

· Travel Arrangements: Coordinate travel plans, including flights, accommodations, and itineraries.

· Claims Submission: Ensure timely processing of claims submissions on Zoho system.

What you need to be successful in this role:

· Good communication, interpersonal and time management skills.

· Proficient in MS Office, and Zoho

· Experience in processing claims in Zoho or other expense reporting software.

We are looking for editors who are passionate about producing creative video content on social media channels and on YouTube and Xiao Hong Shu.

You will be working with the team at iFAST TV, a lifestyle and finance video channel, that produces their own original programmes/series, and assists the various business units within the company with producing advertisements for financial products as well as to promote the different business unit brands.

iFAST TV is a division of iFAST Corporation's (SGX: AIY) group of companies, including FSMOne, iFAST Global Markets, iFAST Global Bank, iFAST Central & iFAST Global Prestige.

Responsibilities

• Content ideation and script writing
• Create and develop engaging video content for social media and business objectives
• Direct, record and edit videos
• Design eye-catching thumbnails and reel covers

Requirements

• Willing to commit to a 3 to 6-months internship
• Strong communication skills in both English and Mandarin to liaise with Chinese speaking associates
• Prior experience with social media content creation is preferred
• Comfortable to appear in videos when necessary
• Proficiency in video editing skills (CapCut and/or Premiere Pro)
• Basic design skills (Canva/Illustrator/Photoshop)
• Work independently, as well as part of a team, to establish project deliverables
• A quick learner who is comfortable working in a fast-paced and dynamic environment, and is able to work in a team setting and creative brainstorming environment
• Please also indicate your internship availability and duration in CV, email
• Please indicate the number of days per week you are available to work if on part-time basis

Skillset

• Proficiency in video editing skills
• Basic design skills

We are looking for content marketing interns who are passionate about producing creative video content on social media channels, particularly on TikTok & Instagram, as well as YouTube.

You will be working with the team at iFAST TV, a lifestyle and finance video channel, that produces their own original programmes/series, and assists the various business units within the company with producing advertisements for financial products.

iFAST TV is a division of iFAST Corporation's (SGX: AIY) group of companies, including FSMOne, iFAST Global Markets, iFAST Global Bank, iFAST Central & iFAST Global Prestige.

Responsibilities:

• Content ideation and script writing for social media and YouTube
• Create and develop engaging video content for social media and business objectives
• Direct, record and edit videos suitable for social media
• Design eye-catching thumbnails and reel covers
• Craft social and ad copies for social media
• Record and analyse social media data and statistics, as well as ad performance

Requirements:

• Willing to commit to a 3-6-months internship
• Strong understanding of social media trends
• Prior experience with Instagram and TikTok content creation is preferred
• Natural flair for humour
• Comfortable to appear in videos when necessary
• Proficiency in video editing skills (CapCut and/or Premiere Pro)
• Basic design skills (Canva/Illustrator/Photoshop)
• Work independently, as well as part of a team, to establish project deliverables
• A quick learner who is comfortable working in a fast-paced and dynamic environment, and is able to work in a team setting and creative brainstorming environment
• Please also indicate your internship availability and duration in CV, email

Moomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform – moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds an unique digitalised investment community to connect all users, investors, companies, analysts, media and key opinion leaders.

In Singapore, Moomoo Financial Singapore Pte. Ltd. (www.moomoo.com/sg) offers investment products for trading via the moomoo platforms, and it is a capital markets services licence holder regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In June 2022, Moomoo Singapore became the first digital brokerage to receive all five memberships from the SGX Group for the securities and derivatives markets.

Sales Director (PW), Private Wealth & Institutional Business

Responsibilities:

• Focus on private wealth management segment, including high net worth and family offices. Form good understanding on the wealth management landscape and develop a good network within the segment.
• Develop and implement strategic initiatives to drive business growth, including but not limited to direct prospecting, referring channels and events.
• Develop in-depth understanding on moomoo’s platforms, products and solutions, able to differentiate and match accordingly to Private Wealth clients’ trading and investment needs.
• Initiate and drive internal improvements on platforms, products and solutions to better match the general needs of private wealth clients.
• Plan and work independently to achieve personal sales targets within a team setup, where you can leverage resources among your peers and other teams within the company.
• Maintain good relationship with family offices and HNW clients, and establish long term client retention and partnerships.
  

Requirements:

• At least 3 years of working experience in business development functions facing HNW clients or family offices, focusing on trading/investment products, platforms, or solutions.
• Have experiences dealing with private wealth clients on investment and asset allocation, ect. Being able to advise accordingly.
• Self-driven in sales function and able to manage the whole sales cycle independently.
• Solid knowledge base in multi-assets, compulsory in equities trading. Able to pick up quickly on demonstrating trading/investment platform and solutions.
• Fast learner, effective communicator, and team player.
• Good command of Mandarin is a huge plus
• We offer a comprehensive and holistic work experience and package as follows:
• Competitive compensation, including quarterly commission
• Fun loving and diverse work environment
• Fair working culture

Overview: This is an exceptional opportunity to join a unique and dynamic Data Team driving transformative change in data analytics and operations.

This role will be to act as an all encompassing IT Data/Business Analyst to support the business as well as its users in harnessing the power of internal and external data for commercial decision-making and operational excellence within the company.

This role is looking for an exceptional candidate to join this exclusive team but coming from a solid Commodities or Financial background to understand quickly Commercial requirements that would benefit the business throughout.

Responsibilities:

• Advanced provision of Support and troubleshooting for users from a technical and functional perspective
• Assist users in setup and utilization of the data platform and maximise understanding of datasets made for decision making.
• Analysing data with tools, such as DataBricks, SQL, Python
• Act as a Data Steward, ensuring data governance and access control.
• Conduct Business Analysis for small changes and projects, collaborating closely with users and IT teams.
• Drive Agile delivery as a Product Owner, from concept through testing and training.

Qualifications:

• Bachelor’s degree in a numerate subject or equivalent.
• 5+ years’ experience as an IT Business Analyst or similar role in finance or commodities trading.
• Proficiency in SQL, Python, Power BI, and Azure Databricks.
• Strong Analytical skills with attention to detail and methodical approach.

Attributes:

• Excellent communication skills with a professional and approachable demeanor.

Benefits:

• Competitive compensation package
• Opportunities for professional development
• Allowances for personal development and lifestyle
• Collaborative and inclusive work culture

Position: Sales Manager

• Working days: 5days (Mon - Fri)
• Working hours: Rotate shift (9am-7pm/ 10am-8pm)
• Working Locations: One Sim Lane (Aljunied)
• Salary: $3000 - $4500

Requirement:

• At least 1 year relevant experience

Responsibilities:

• Responsible for prospecting & acquiring new clients.
• Handle overall responsibility for managing sales, achieving growth & hitting/exceeding monthly sales targets.
• Identify all potential business opportunities through cold outreach such as cold calling & social platforms.
• Conducting marketing research to identify selling possibilities & implementing sales program.
• Set up meeting with potential clients to recommend solutions.
• Collaborate with team members to achieve desired result.

Chin Wai Loon Reg No: R24121618

The Supreme Hr Advisory Pte Ltd EA No: 14C7279

Job Summary

Responsible for financial reporting, investment reporting, and performance tracking.

Lead activities:

• Monthly, quarterly, and annual reporting for SFO and related assets
• Provide regular performance update of investments across public equities, private equities and other asset classes
• Portfolio Cash flow & liquidity management, including fees on invested assets, funded and unfunded commitments, and distributions
• Overall risk management and portfolio allocation review
• Utilize reporting software to generate reports
• Assist in migration to software

Qualifications:

• Bachelor Degree or Diploma in Accounting
• ACCA or CA Singapore certification
• Familiar with managing accounting and finance matters for multiple legal entities across different jurisdictions a plus
• Preferably with experience from Fund admin service provider or inhouse investment company (PE, VC, Hedge Funds) and/or Family Office.