Total 382 financial planner job vacancies in Sales / Marketing category in Singapore

Job Description

• Lead quarterly and annual group reports and financial statements comply with US GAAP and US SEC requirements
• Liaise and collaborate closely with the auditors, legal counsels, group M&A, business and regional finance team
• Provide accounting support to the group and regional finance team
• Support ongoing development of the group accounting policies, including the implementation of process and system changes
• Prepare and review technical accounting memorandum and documentation
• Lead in establishing, implementing and improving SOX controls and business processes
• Undertake ad-hoc special projects, including but not limited to internal group restructuring, M&A, adoption of new accounting standards
• Continued focus in improving business and finance processes

Job Requirements

• Minimum 12 years of relevant working experience preparing consolidation or in Big 4 external audit are desired
• Degree in Accountancy or recognizable accounting qualification (ACCA, CPA and etc.)
• Familiar with US GAAP or part of the accounting firm’s technical department
• Strong accounting and reporting knowledge
• Dynamic and bright personality with a positive attitude. A team player with good organization skills and an eye for accuracy and detail
• Willing to work in a dynamic and fast-paced environment
• System-savvy, proficient in Microsoft Excel

As a Banking and Financial Services Recruitment Specialist, I partner with a range of Banking AND Financial Services clients who are consistently seeking Bankers, Financial Advisors/Consultants, and Wealth Planners.

In general, both Personal Bankers and Financial Advisors offer similar services:

• They provide guidance to clients, aiming to improve their financial health and achieve specific goals, such as Savings, Investment Growth, Retirement Planning, and more
• They interact regularly with clients, often needing to explain complex financial products and services in simple terms and provide exceptional customer service to build trust

Core Differences between being a Personal Banker and Financial Advisor:

1) Remuneration

• FA = Self-Employed receiving Commissions (higher income ceiling) with Allowance/Incentive scheme available
• Bank = Full-time Permanent Employment which offers Basic Salary + Comms (stable base with opportunity to earn more)

2) Client Acquisition

• FA = Roadshow, Events + Social Media + Cold Calling (clients sourced by agency or individual FA) + Warm Market (family/friends)
• Bank = Branch Walk-Ins + Cold Calling (500-600 assigned clients)

3) Products

• FA = Full suite of Insurance Products + Funds + Other services
• Bank = Majority of Insurance Products (excl. Health Insurance) + Funds + Secondary Banking products (but no revenue generated)

4) Minimum Education Requirements

• FA: Minimum GCE ‘A’ Levels, or Diploma from a local polytechnic, and above
• Bank: Diploma from a local polytechnic, or Degree of any discipline, and above

Requirements

• Singaporeans Only (candidates who require Work Visa need not apply)
• Pass all Core CMFAS papers before commencement (guidance provided)

Apply Now

Submit your application via the Apply button
OR
Contact Wein Ng for a confidential discussion/consultation via 8837 5170.

Why Apply Through Me?

I offer tailored recommendations based on factors such as:

• Availability of Allowance/Advancement/Incentive Scheme
• Range of Products and Services (e.g. Life/Health Insurance, Savings/Endowment Plans, Funds, Trust/Estate Planning, Will Writing, etc.)
• Methods for lead generation and client acquisition
• Earning Potential
• Quality of training and mentorship
• Effectiveness of back-office support

With my proven track record and knowledge, I help jobseekers navigate the recruitment process and find the right opportunity to match their career goals.

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We regret that only shortlisted candidates will be notified.

EA Personnel Name: Ng Weineng
EA Personnel No: R1985639
EA License No: 02C4944

We are looking for a Senior Actuary to join our growing Global Life Financial Solutions team for Asia Pacific, with a specialized focus on Structured Solutions. This role is pivotal in driving our business, which encompasses innovative reinsurance solutions with risk transfer for PartnerRe’s Life and Health.  

The role provides the opportunity for exposure to a wide variety of products and innovative reinsurance solutions in diverse Asia Pacific markets. The candidate will be expected to make a significant contribution to the development of our Global Life Financial Solutions team, and the wider enhancement of PartnerRe’s Life & Health propositions. 

About the role:

Your core mission is to strategically develop and price Structured Solutions whilst supporting new capital motivated solutions to grow PartnerRe’s revenue in the Asia Pacific region.

Additional responsibilities to include:

• Develop and price reinsurance solutions that faciliate risk transfer, specifically tailored for in-force portfolio transfers.
• Technical development of pricing tools to analyze risk and profitability of life reinsurance solutions.
• Contribute to the deal execution involving responding to RFPs, negotiating terms with clients, and prepare internal approval reports
• Develop a high profile within L&H APAC business establishing regular contact with stakeholders and decision makers.
• Build strong rapport, trust and credibility with the team and corporate functions to continue to support to continue to improve the streamlining of deal approvals whilst having the right controls.
• Working on other ad-hoc projects as required

Our Client

Well establish financial institution

Highlights

• Competitive salary (basic pay, allowance and commission) and attractive benefits
• Supportive team culture and work environment
• Excellent career progression and networking opportunities

Responsibilities

• Establish good relationships with clients
• Servicing clients’ account and provides holistic financial solution
• Provide excellent financial advice tailored to clients’ individual needs and recommend on products accordingly

Job Requirements

• Bachelor’s degree or local diploma in banking and finance. Candidate with sales experiences are welcome to apply.
• Good interpersonal and customer service skills

Interested Applicants, please click on Apply NOW or email your latest cv to joey.chan(at)paradigmrecruitment.com.sg.

We regret to inform you that only shortlisted applicants will be contacted.

EA Reg No: R22110985

EA License No: 21C0434

WhatsApp: +65 90820021 (Kyler)

Email: [email protected]

• S$ 3,800 to 4,200
• 5 days, 10am - 6pm (3 days in office, 2 days WFH)
• Location: Eunos

Key Responsibilities:

• Develop Marketing Strategies - Brainstorm innovative marketing ideas.
• Execute Digital Campaigns - Run targeted online initiatives.
• Craft Compelling Content - Write persuasive ad and email copy.
• Design Visual Collaterals - Guide visual marketing material creation.
• Analyze and Optimize - Monitor and refine campaign performance.
• Create Buyer Personas - Develop customer profiles.
• Manage Digital Platforms - Maintain and update websites.
• Liaise with Vendors - Coordinate marketing projects.
• Oversee Product Launches - Manage successful launches.

Education & Skills

• Degree in Arts / Social Sciences / Humanities, or Marketing / Communications
• Relevant experience in Digital Marketing

The Supreme HR Advisory Pte. Ltd | 14C7279

Gan Kai Le | R23112683

WhatsApp: +65 90820021 (Kyler)

Email: [email protected]

• Basic Salary range: (Junior: S$3,600 - 4,200 | Senior: S$4,200 - 4,500)
• 5 days, 10am - 6pm (3 days in office, 2 days WFH)
• Location: Eunos

Job scopes:

• Research and content planning.
• On-page optimization.
• Content creation and review.
• YouTube optimization.
• Link-building.
• Performance monitoring.
• Technical SEO.
• Algorithm updates.

Requirements:

• Bachelor’s degree
• Minimum 2 years of SEO work experience
• Page 1 keyword ranking expertise
• Semrush, HubSpot, WordPress, Google Analytics
• Stock market knowledge (a plus)

The Supreme HR Advisory Pte. Ltd | 14C7279

Gan Kai Le | R23112683

We are seeking a motivated and results-driven Financial Sales Representative to join our team.

Key Responsibilities:

• Engage with potential clients
• Conduct assessments and recommend suitable financial products and services.
• Build and maintain strong relationships with clients to ensure satisfaction and retention.

We welcome home makers, individuals who is looking for a career switch. No experience needed as training will be provided!!

We offer very flexible working hours and you can also work from home

If you're someone who is hardworking, outspoken and have the will to learn and grow. We would love to hear from you!!

Monthly Page Range: $3000 - $6000

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.

https://wa.me/6596420989

WhatsApp: +65 9642 0989 (Han)

Email: [email protected]

Chaw Chiaw Han, Reg No：R22106723

The Supreme HR Advisory Pte Ltd, EA No：14c7279

• Ensure the suite of marketing collateral is current, optimised and well-constructed. Use own initiative to suggest updates and follow through on delivery.
• Conceive and activate campaigns and promotional materials
• Continually enhancing their website presence across the five Asia Pacific websites
• Review and edit PowerPoint presentations sent through by supported product lines for marketing review and coordinating reviews with various stakeholders
• Seek out and activate content leads for LinkedIn and Trending Topics
• Act as a brand guardian for the Asia teams – respond to branding requests and help guide the team on brand compliance.
• Contribute Asia content to the quarterly internal Capacity newsletter. Also post regularly on Liberty’s employee engagement site (Communities) to profile initiatives taking place across the Asia Teams
• Act as a champion for Liberty’s marketing technology tools such as Ceros, Pigeonhole and Allego
• Procure and handle the distribution of merchandise for the Asia region.
• Respond to Risk & Governance requests for the Asia region.

Elsa Fontanne (CEI No. R24124496)

Recruitment Consultant

Contact Number: 67860100

Email Address: [email protected]

Recruit Express Pte Ltd / EA Licence No: 99C4599

We regret only shortlisted candidates will be contacted

KEY RESPONSIBILITIES

· Develop and maintain relationship with fixed income investors / counterparts in Singapore, Taiwan and Hong Kong.

· Onboarding clients / counterparts and execution of trades for primary / secondary market.

· Suggesting trading ideas, contributing in business development and new products.

· Developing and maintaining relationships with clients / counterparts to maximise revenues for Fixed Income Sales & Trading Team.

· Working with the GTN Sales team to increase the client base and revenues.

· Excellent communication, negotiation and persuasion skills in order to communicate, execute orders effectively.

· Ability to multi-task, work under market pressure and handle clients with different moods while maintaining a high level of service quality.

REQUIREMENTS

· Strong understanding of the wealth management and tech ecosystem, financial markets (preferably multi-asset/multi-market), brokerage, investment and asset management.

· Having 2 - 5 years’ experience in the financial credit markets, focused mainly on fixed income securities.

· Having relationship with fixed income investors / counterparts in Singapore, Taiwan and Hong Kong.

· Native/Fluent in English and Mandarin (both oral and written communication).

· Experience in applying technology-driven solutions to business challenges and previous exposure to B2B and B2C client segments is very relevant.

· Passionate, results-driven and a team player.

· Excellent reporting and communication skills.

· Excellent intercultural and interpersonal skills, to effectively maintain working relationships with all stakeholders.

· Fluent in English. Good command of other Asian languages is an advantage.

· Bachelor’s degree or the equivalent combination of education, training, or work experience.

Job Scope

• Project Management
• Data Management & Reconcilation
• Assist in preparation of Finance SOPs
• Any other requirement related to Cumulus project, or ad-hoc projects / responsibilities as assigned by Deputy Head, Finance Services and Financial Reporting and Lead,Budget.

Job Requirements

• Tertiary qualification in Accountancy and/or is a Chartered Accountant/Certified Public Accountant
• A minimum of 2 years of experience in managing key finance functions and preparation of full set of accounts
• Familiar with prevailing Statutory Board Financial Reporting Standards, Finance Government Instruction Manuals
• Experience in data migration and system implementation projects.
• Strong analytical and problem-solving skills.
• Excellent communication and stakeholder management abilities.

Interested candidates can write in to Ann at [email protected]

Ann Goh Xin Ting
R1875289

Recruit Express Pte Ltd
E.A License: 99C4599

We are looking for motivated individuals, who is able to take initiative and challenging task In a fast- track organization.

You will be working in a Fast- paced environment where your achievements will be recognized.

Good communication is a must.

Confidence in presentation is a definite plus.

You can work from home.

Flexible timings.

Job Description:

Responsibilities

• Sales proposals
• Client relations
• Advisory

Requirements

Confident, matured, highly motivated

Excellent communication, presentation and interpersonal skills.

Pleasant and professional appearance.

Rewards

Basic allowance $2,500 + Bonus comms

High earning potentials

Good career prospect

Candidates must at least possess A Level, a Diploma, Advanced/ Higher/ Graduate Diploma, any field.

Interested Candidates email resume with recent photo and DOB to [email protected]

Shortlisted candidates will be notified very soon.

• Implement communications strategy for office move
• Organize events for office move and launch
• Create content for internal and external platforms
• Provide logistics and administrative support
• Coordinate with teams for smooth execution

Requirements:

• Minimum Dip/Deg in Communications/Business with at least 3 years of relevant working experience.
• Prior working experience in Financial Industry will be an advantage.

Interested candidates please send in your resume to:

Yvonne Suan Ying Zhen

CEI No: R24122857

Email: [email protected]

EA License No: 99C4599

*All information will be treated with strictest confidence. We regret that only short-listed applicants will be notified.

Benefits:

• Well Established Company
• Salary: $ 4000 - $ 5000 + Uncapped Comm + Attractive Incentives
• Excellent Welfare and Benefits + Career progression
• Working Days: 5 Days [Not required to work on Weekends]
• Flexible Schedule

Responsibilities:

• Financial advisors work closely with clients to develop comprehensive financial plans tailored to their specific goals, needs, and circumstances
• Assessing client’s current financial situation, identifying objectives (such as retirement planning, wealth accumulation, education funding, or estate planning), and creating strategies to achieve these goals
• Provide guidance on investment strategies and asset allocation based on clients' risk tolerance, time horizon, and financial objectives
• Recommend suitable investment products such as stocks, bonds, mutual funds, exchange-traded funds, or other securities

Requirements:

• Possess minimum Local Diploma or related equivalent
• No experience required. Training provided

Interested applicants can send your resume to Whatsapp 83208165 (Jennifer) and allow our consultant to match with our clients.

Jennifer Tay Swee Shan

Reg No: R22111564 | EA No: 21C0845

Recruit Now Singapore Pte Ltd

As a Financial Analyst on our Project Finance and M&A deal team, you will be right in the middle of all the action. You will be working on impactful transactions and will be accountable for the smooth execution of advisory missions relating to financial structuring, raising required debt or leading M&A equity finance transactions.

By joining the team at the Singapore Green Giraffe office, you will be at the forefront of the energy transition in APAC as it takes off. You will have opportunities to learn on multiple fronts, from project execution to developing commercial efforts locally and regionally. If you have an entrepreneurial mindset and want to join an energetic team wanting to accelerate the energy transition in Singapore and APAC, don't hesitate any longer and send us your application now!

Why join the Singapore Green Giraffe team?

You will be joining a growing APAC team of around 20 professionals (“giraffes”) and work in close collaboration with fellow giraffes in Africa, Americas, Asia, and Europe on our projects.

The scope of this role will include:

· Supporting the project manager in defining and implementing the adequate financial structure

· Preparing, updating or reviewing financial models and cash flow valuations for renewable energy projects

· Organising and reviewing the due diligence work prepared by other advisors

· Performing general market intelligence on sectors of interest to the company

· Contributing to the business development

· Participating actively in an entrepreneurial, international and dynamic team focused on making projects happen and adding real value to our clients

Requirements:

The candidate should have a master's or similar degree in Finance or Engineering from an internationally renowned institution. The ideal candidate should have at least 2 to 3 years of experience in project finance and/or M&A within the energy transition sector.

In addition, the candidate should demonstrate:

· Fluency in English (written and spoken)

· Excellent analytical skills and an ability to learn quickly

· A strong understanding and mastering of financial concepts and products

· Excellent communication skills (both oral and written)

· Thoroughness and organisation

· The ability to work in a fast-paced environment

· The ability to take initiatives and responsibility for allocated tasks

· The willingness to travel abroad

· An additional language (Chinese, Japanese, Korean, or other regional languages) would be a great plus

Package and application

This job is to be filled on a permanent contract basis and full-time. The candidate can expect opportunities to travel to other offices and to participate in regular team-building activities. Additionally, the candidate will be given the opportunity to grow and take responsibility in a dynamic energy transition market environment.

We will be prioritising candidates who are already on the ground in the location, who are either Singaporean nationals, or have authorisation to work in Singapore.

If you’re interested in starting your life as a Giraffe, don’t wait and please submit your application here!

About Green Giraffe

If you are passionate about finance, keen to contribute actively to the energy transition, and want to work in a dynamic, international and fast paced environment in a team that thrives on delivering high quality results whilst having a collaborative and fun working atmosphere, you should definitely consider joining us and becoming a Giraffe!

Advancing the global energy transformation towards sustainable power systems requires a rapid scaling-up of the renewable energy ecosystem and a paradigm shift in investment patterns. Every day, over 160 giraffes spread out globally on five continents work together to provide tailor-made advisory services to their clients across the renewable energy value chain.

We bring value to our clients and the projects that we work on through the quality of work we deliver, our wide and in-depth knowledge of the markets, and our independent and honest advice. We believe in transparency and teamwork, in taking ownership and going the extra mile for our clients and making time to celebrate successes, milestones and personal achievements together.

As Green Giraffe grows, enters new markets, and paves the way ahead for the entire renewable energy business value chain, we are looking for people with an entrepreneurial mindset to challenge the norms and push the envelope of possibilities.

The Sales Executive will generate revenue by selling Finastra software solutions and services to new and existing customers within the assigned territory. The Sales Executive will use a consultative approach when positioning Finastra’s solutions towards existing customers and new prospects.

Responsibilities & Deliverables:

• Create and manage a strategic territory plan that includes sales activities for reaching quota fulfillment.
• Manage territory to maximize sales resources and revenue opportunities and minimize travel and selling-related expenses.
• Analyze the financial position and challenges of prospects to determine the sales approach.
• Understand market drivers and collaborate with both the client and internal stakeholders to overcome potential impediments.
• Use a consultative sales approach to develop account plans and identify specific needs for each prospect.
• Close business to meet forecast commitments and sales quotas.
• Maintain appropriate sales development activity (SFDC) to ensure healthy pipeline management.
• Ensure and maintain sales forecasting data in the sales reporting system to allow for opportunity management and reporting.
• Develop and maintain relationships with industry/professional individuals and organizations.
• Create and participate in user group meetings and trade shows as approved.
• Stay abreast of current industry trends, competitors, and current/new company products and services.
• Other duties as assigned.

Experience:

• (5+) years of successful sales experience representing enterprise software, SaaS, or FinTech solutions.
• Experience selling to C-level executives.
• Relationship and consultative selling experience.

Required Skills and Experience:

• Ability to acquire in-depth knowledge of a client’s business, identifying challenges and opportunities as well as how to position solutions to address those needs.
• Demonstrates deep product and industry knowledge including market trends and competitive intelligence.
• Exceptional written, verbal, and interpersonal communication skills with stakeholders
• Superior presentation skills.
• Ability to present compellingly and negotiate complex deals.
• Proven ability to articulate value proposition and ROI.
• Proven ability to manage sales with multiple decision-makers.
• Proven ability to manage internal resources to complete the sale.
• Proficient with Microsoft Office.
• Proven record of building and managing a sales pipeline and achieving/exceeding quota.
• Proven record of matching customers’ needs with solutions.
• Responsive, reliable, and results-oriented.

As a Sales Account Manager (Financial Services), the role is to “hunt” for new opportunities within the assigned territory, that may be currently small or whitespace. This person is to lead the deal strategy including shaping NCS’s value proposition & partnerships within and outside NCS. Leveraging on his/her expertise in technology and unique knowledge in the industry, he/she is a trusted advisor and consultant to the clients.

With close client engagement and interaction, he/she is responsible for leading the Healthcare account tribe to win NCS sales. The role includes account penetration, prospect qualification, follow NCS sales process, work with Bid Management, LOB, sales specialists etc. and closing all sales opportunities in the assigned territory.

What We Seek to Accomplish Together:

• Identify and qualify opportunities, influence client’s mindset through NCS facilities such as Tesseract
• Orchestrate externally and internally to create environment for successful delivery
• Assess high level conceptual design, identify right delivery teams to ensure that what is sold can be delivered at the right and best margin to meet the client’s expectations
• Establish responsive business relationship with client including problem reporting and resolving highly complex service delivery issues when escalated
• Lead and manage the project delivery teams to ensure timely and quality delivery of services to the client in a cost-effective manner
• Identify, assess and resolve complex business problems/issues and propose alternative solutions, gather market intelligence on client’s preferred solutions and competition’s partnerships etc.
• Identify and manage issues and risks and act as an escalation point within the account
• Manage and monitor account and opportunity level business development spend, in support of the client team’s margin
• Manage risk and impact of change requests and assist with service request of variation order negotiation
• Work closely with legal and contract management to get negotiation of T&Cs with the client when we don’t have any existing agreement in place
• Work closely with the Lines of Business on project capability gaps
• Manage sub-contractors and vendor contract escalated matters
• Act as the Solution Lead to ensure solution consistency and be the custodian of architecture along with NCS’s SCOE and LOB’s support and agreement

The ideal profile should have / be:

• Degree in Engineering, Computer Science or a related discipline
• Minimally 8 years’ experience in IT or ICT Consulting industry with 5 years or more experience focusing on sales/account management in the private sectors
• Prior experience in Banking/Insurance industry in Singapore and the region
• Process broad business acumen and deep industry knowledge, and to use this knowledge to develop/enhance client relationships
• Proven track record in assuming overall responsibility and managing multi-million dollars projects in key client industry
• Process ‘hands-on’ knowledge, vast exposure and wealth of experience within vendor and user environment, coupled with a driven and self-motivated personality.
• Experience managing measured productivity-driven operations or teams
• Good communication and written skills
• Understand and ability to apply social style techniques to manage stakeholders
• Client focused with strong organizational and project management skills
• PMP certification is a plus
• Ability to lead multiple teams

Responsibilities

• Upsell existing clients other enterprise solutions.
• Acquire new customers by cold calling, emailing, networking and using various Media platforms.
• Plan and Execute sales plan such as meeting clients, preparation of tenders, proposals and quotations for clients.
• Assist in new clients’ acquisition.
• Assist in managing client accounts.
• Any other ad-hocs as assigned.

Requirements

• Positive attitude & independent
• Experience and knowledge in office system furniture or commercial carpet or interior design.
• Good contacts with Interior Designer & Architect.
• Possess good interpersonal skills
• Candidate must possess at least higher secondary/Pre-U/A level/College in any field.
• At least 1 Year(s) of working experience in the related field is required for this position.

Responsibilities

• Achieving growth and hitting sales targets.
• Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs.
• Involve in customer pre-sales and after-sales service support activities
• Maintains contacts with local business and network with industry key opinion leaders to expand sales opportunities.
• Arrange for presentations or business appointments with potential clients about new developments in the company’s products.
• Coordinate with China and Malaysia Vendors about the furniture products.
• Upsell existing clients other enterprise solutions
• Source for new clients
• Assist in new clients acquisition
• Assist in managing client accounts
• Familiar with the evaluation of tender, preparation, and submission of tender & quotation.
• Ability to source supplies and sub-contractors for a quotation for tendering.

Requirements

• Candidate must possess at least Diploma/Advanced/Higher/Graduate Diploma in any field.
• Minimum of 3 years of sales experience within the furniture design / manufacturing industries across Asia.
• Experience and knowledge in office system furniture or commercial carpet.
• Able to handle multiple tasks and work well under pressure.
• Positive attitude & independent
• Excellent Communication and Interpersonal skills.
• Strong team player and customer oriented.

Company’s Profile:

One of the leading global Financial Providers providing insurance and investment planning and management services, they are now looking for vibrant and passionate individuals that are seeking a career path in the financial industry to join them to gain insights and have hands-on experience with guided mentorship to spearhead their career in this industry!

Work location: CBD area

Working hours: Monday - Friday, flexible hours, 50 to 60 hours per month (Not required to work on weekends)

Salary: $15/hour

Job Responsibilities:

• Consistent evaluation of current portfolio to suggest relevant upgrades.
• Developing informative recommendations for clients to strategise their current portfolio.
• Learning the financial industry by understanding current economic market trends.
• Providing detailed reviews with new clients to enhance their portfolio coverage.

Requirements:

• Graduated from local school Diploma/A Levels/University Degree
• MUST be able to commit for minimally 1 month, convertible to full-time permanent role

Interested candidates may whatsapp your resume to 8494 1966 and interview can be arranged immediately. Only shortlisted applicants will be contacted.

Cassie Chan | R2197426

Recruit Now Singapore Pte Ltd | EA No: 21C0845

Company’s Profile:

One of the leading global Financial Providers providing insurance and investment planning and management services, they are now looking for vibrant and passionate individuals that are seeking a career path in the financial industry to join them to gain insights and have hands-on experience with guided mentorship to spearhead their career in this industry!

Work location: CBD area

Working hours: Monday - Friday, flexible hours, 50 to 60 hours per month (Not required to work on weekends)

Salary: $15/hour

Job Responsibilities:

• Consistent evaluation of current portfolio to suggest relevant upgrades.
• Developing informative recommendations for clients to strategise their current portfolio.
• Learning the financial industry by understanding current economic market trends.
• Providing detailed reviews with new clients to enhance their portfolio coverage.

Requirements:

• Graduated from local school Diploma/A Levels/University Degree
• MUST be able to commit for minimally 1 month, convertible to full-time permanent role

Interested candidates may whatsapp your resume to 8494 1966 and interview can be arranged immediately. Only shortlisted applicants will be contacted.

Cassie Chan | R2197426

Recruit Now Singapore Pte Ltd | EA No: 21C0845

· Responsible for conducting an independent and objective assessment on the adequacy and effectiveness of system of controls, in relation to the following:

· To ascertain the integrity and reliability of statutory financial statements prepared in accordance with Singapore Financial Reporting Standards (“SFRSs”)

· To ascertain robustness and effectiveness of the system of controls relating to preparation of statutory financial statements in accordance with Singapore Financial Reporting Standards (“SFRSs”)

· Work with Process Owners to design efficient and effective controls documentation standards, ensuring that controls have been documented in a consistent manner across all processes

· Perform design assessment and walkthroughs of controls for all FRCF processes to ensure control designs are adequate

· Perform operating effectiveness testing of controls for all FRCF processes to ensure controls are operating effectively

· Identify deficiencies and work with process owners to ensure action plans are put in place to remediate deficiencies

· Provide recommendations to address identified issues and control weaknesses

· Monitor and track closure of remediation for deficiencies

Elsa Fontanne

Outsourcing Team

Contact Number:67860100

Email Address:[email protected]

Recruit Express Pte Ltd / EA Licence No: 99C4599

We regret only shortlisted candidates will be contacted

We are looking for motivated individuals, who is able to take initiative and challenging task In a fast- track organization.

You will be working in a Fast- paced environment where your achievements will be recognized.

Good communication is a must.

Confidence in presentation is a definite plus.

You can work from home.

Flexible timings.

Job Description:

Responsibilities

• Sales proposals
• Client relations
• Advisory

Requirements

Confident, matured, highly motivated

Excellent communication, presentation and interpersonal skills.

Pleasant and professional appearance.

Rewards

Basic allowance $2,500 + Bonus comms

High earning potentials

Good career prospect

Candidates must at least possess A Level, a Diploma, Advanced/ Higher/ Graduate Diploma, any field.

Interested Candidates email resume with recent photo and DOB to [email protected]

Shortlisted candidates will be notified very soon.

Job Overview:

We are seeking a highly skilled and motivated Financial Advisor/Channel Sales professional to join our team. This role is focused on promoting and distributing our investment products through channels that cater to high-net-worth individuals (HNWIs). The ideal candidate will possess a strong network within private banking and wealth management sectors, with a proven ability to effectively engage with and manage relationships with private bankers, financial channels, advisors, and wealth managers.

Key Responsibilities:

• Channel Development & Management: Identify and establish relationships with private bankers, independent financial advisors (IFAs), family offices and other channels that serve HNWIs.
  Implement strategies to drive the distribution of our investment products through these channels, ensuring alignment with the financial goals of HNWIs as well as company sales strategies.
  
• Client Relationship Management: Develop and maintain deep, trust-based relationships with private bankers, financial advisors, and wealth managers to ensure ongoing engagement and product adoption.
  Act as a trusted advisor to these intermediaries, providing insights and support to help them serve their HNWI clients effectively.
  
• Product Promotion & Advisory: Present and tailor our investment products to meet the specific needs of HNWIs, leveraging your expertise to guide clients and their advisors in making informed investment decisions.
  Conduct client meetings, workshops, and presentations to showcase our offerings and highlight their unique value propositions.
  
• Market Insight & Feedback: Stay informed about market trends, regulatory changes, and competitive products within the HNWI segment.
  Provide feedback to the product development team to refine and enhance our offerings based on client and channel partner insights.
  
• Sales Performance & Reporting: Track and report on sales activities, client engagements, and market penetration, ensuring targets are met or exceeded.
  Use data-driven analysis to optimize sales strategies and improve channel effectiveness

Requirement for potential candidates:

• Experience: Minimum of 3 years experience in financial advisory, channel/intermediary sales, or relationship management within the financial services industry. Prior experience dealing with HNWIs is a plus.
  Proven success in promoting and distributing investment products through channel is a plus.
  
• Skills & Competencies: Certain level of network within the private banking, wealth management, and financial advisory sectors.
  Exceptional communication, negotiation, and presentation skills, with the ability to clearly convey complex investment strategies to HNWIs and their advisors.
  Strong understanding of HNWI investment preferences and the ability to provide tailored advice and solutions.
  High emotional intelligence and professionalism, with a strong ability to build and sustain trust-based relationships.
  
• Education: Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or a related field.
  Professional certifications such as CFA, CFP, or similar are preferred but not mandatory.
  
• Personal Attributes: Client-focused with a commitment to delivering high-quality service to constantly engage with channels to build trust and close sales with end-clients with attention to meticulous details.
  Entrepreneurial and proactive, with a talent for identifying and leveraging business opportunities.
  Capable of working independently and collaboratively within a team environment.
  
• Candidate should be willing to accept a compensation structure mainly based on sales commissions

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]