Total 6 financial planner job vacancies in d02 anson tanjong pagar

Description:

Candidate will report to the Compliance Manager and will be involved in client on-boarding, know-your-client checks and compliance functions.

Job Responsibilities:

· Perform on-boarding and know-your-client checks on new clients, in compliance with MAS AML/CFT requirements

· Perform reviews of accounts and fund deposits/withdrawals

· Perform regulatory compliance tasks (e.g. periodic reporting, liaising with regulators)

Requirements:

· At least 1-2 years of client on-boarding experience in a licensed financial institution preferred

· Knowledge of MAS AML/CFT Notice and Guidelines

· Bachelor’s Degree or diploma in Business, Finance or related field

· Mandarin and English speaking and writing proficiency

· Knowledge of global derivatives market preferred

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]

About the Role:

As part of operation team, you will work closely with team members to ensure customers are receiving their statements on a timely manner, to process required procedures/steps to ensure customers’ trades validity and accuracy and to comply with regulatory requirements.

Responsibilities:

• Daily reconciliation of statements against Broker’s statement
• File upload/download, updating of data onto backoffice system for daily processing up to final stage statement generations.
• Daily trade reconciliation to various stakeholders
• Support front office to input trades into clearing platform and for trades transfer
• Journal updating of fund movements into backoffice system

Requirements:

• Minimum Diploma and above
• Preferably 2-3 years of relevant working experience in a futures brokerage operations environment
• Candidate must be a team player with good initiative to support the team
• Strong communications and interpersonal skills for effective communication with external and internal counterparties
• Able to commit to permanent afternoon shift and rotational schedules
• Willing to work on Public holidays

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

Main Duties & Responsibilities:

1. Handle full set of accounts for assigned companies, including preparation of month-end schedules (AP, AR, Interco, bank reconciliations, etc)
2. Prepare monthly management reports
3. Liaise with various stakeholders (including staff of overseas offices and corporate secretary) on operational accounting issues, financial accounts, statutory filings and other matters where necessary
4. Liaise with auditors on annual audit of financial statements of assigned companies
5. Preparation of remittances and follow up with banks on other banking matters
6. Preparation of regulatory reports on a timely basis
7. Preparation and submission of GST Report on a quarterly basis
8. Submission of annual report including preparation of XBRL reports on a yearly basis.
9. Perform Administrative duties as and when required
10. Perform ad-hoc duties as and when required

Job Requirements

1. Pro-active, committed and motivated individual who is meticulous, have an eye for detail, and enjoy working in a fast-paced dynamic environment
2. Good communication, analytical and interpersonal skills
3. Relevant accounting diploma, degree and accounting work experience
4. 3 years working experience handling full sets of accounts with SAP B1 accounting software is preferred
5. Good knowledge of Microsoft Excel applications
6. Candidate with the handling of CMS regulatory report will be an added advantage
7. Positive attitude and team player

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

BPI Financial Group (BPIF Group) is a boutique financial services firm offering access to global financial markets and commodity derivatives in emerging markets in addition to interdealer broking services in OTC commodities.

We provide our customers seamless end-to-end services across voice-based brokerage, low-latency electronic access and clearing services carefully tailored to suit their risk management and trading requirements.

FINANCE ASSISTANT

Our company is looking for a Finance Asisstant to join our growing team, please review the list of job responsibilities and qualifications.

Main Duties & Responsibilities:

1. Person in-charge for AP & AR function for the start with aim to handle full set of accounts for assigned companies, including preparation of month-end management reports & schedules (AP, AR, Interco, bank reconciliations, etc)
2. Liaise with auditors on annual audit of financial statements of assigned companiesPreparation of remittances and follow up with banks on other banking matters.
3. Bank Account Opening
4. Preparation of cashflow report on a timely basis
5. Updating of FX rates in SAP
6. Preparation and submission of GST Report on a quarterly basis
7. Submission of annual report including preparation of XBRL reports on a yearly basis.
8. Perform Administrative duties as and when required
9. Perform ad-hoc duties as and when required.

Job Requirements:

1. Pro-active, committed and motivated individual who is meticulous, have an eye for detail, and enjoy working in a fast-paced dynamic environment
2. Good communication, analytical and interpersonal skill
3. Relevant accounting diploma, degree and accounting work experience
4. 3 years working experience handling full sets of accounts with SAP B1 accounting software is preferred
5. Good knowledge of Microsoft Excel applications
6. Positive attitude and team player

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

BPI Financial Group (BPIF Group) is a boutique financial services firm offering access to global financial markets and commodity derivatives in emerging markets in addition to interdealer broking services in OTC commodities.

We provide our customers seamless end-to-end services across voice-based brokerage, low-latency electronic access and clearing services carefully tailored to suit their risk management and trading requirements.

ASSOCIATE, RISK MANAGEMENT

Our company is looking for a risk management associate. To join our growing team, please review the list of job responsibilities and qualifications.

RESPONSIBILITIES:

• Assist in preparing routine risk reports, reviews and credit checks
• Trading platform and routing setup, limits administration and application of risk controls
• Be involved in system enhancements and automation processes when required
• Ensure that all company risk policies and framework are pertinently applied
• Coordination with all areas of the company to identify new or evolving risks and to implement risk processes
• Provide support to front office on real time risk monitoring of p&l and risk exposure of the company and customers
• Lead and contribute to adhoc assignments and projects as required

REQUIREMENTS:

• Diploma or Bachelor's Degree holder
• Possess the ability to understand, evaluate and manage the various risks inherent in a brokerage firm
• Self-driven and possess a positive attitude
• Analytical and meticulous
• Good interpersonal skills
• Able to work independently, as well as, part of a team
• Experience in derivatives products, platforms and systems is preferred
• Able to work on public holidays and night shifts

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