Total 144,862 Full-time assistant hr manager job vacancies in Singapore

• Hybrid Working Arrangement
• Great Working Environment and Team Culture
• Centrally Located

Job Description & Requirements

• Identify and map out solution providers in your target market
• Contact that market through calls and meetings.
• Build strong relationships through your market intelligence and strong client delivery to grow your events
• Have a deep understanding of your clients' business objectives to make your event an integral part of the development strategy
• Creative unique package development to suit your clients objectives through conferences and an online platform
• Create in depth proposals that meet all the clients objectives

The Ideal Candidate:

• Accumulated good sales experience in Conferences, Events, Advertising, Media or Market Research
• B2B sales exeperience
• Analytical personality
• Good interpersonal and communication skills
• Strong drive to succeed
• Good team player

Roles & Responsibilities

The role of an Operations Manager in the construction sector encompasses a wide range of responsibilities aimed at ensuring that construction projects are completed efficiently, on time, and within budget. Here are some of the key roles and responsibilities:

1. Project Management

• Oversee the planning, execution, and closing of construction projects.
• Coordinate with project managers to ensure project timelines and objectives are met.
• Manage project budgets and expenditures.

2. Team Leadership

• Lead and supervise construction teams, including site managers and workers.
• Foster a positive work environment and encourage team collaboration.
• Conduct training and development programs for staff.

3. Procurement and Resource Management

• Oversee the procurement of materials, tools, and equipment for projects.
• Manage relationships with suppliers and subcontractors.
• Ensure the efficient use of resources to minimize waste.

4. Compliance and Safety

• Ensure all construction activities comply with legal, safety, and environmental regulations.
• Implement safety programs and conduct regular safety audits on-site.
• Address and mitigate any safety hazards or compliance issues.

5. Quality Control

• Ensure that all work meets quality standards and client specifications.
• Conduct inspections and quality assessments throughout the construction process.
• Manage corrective actions for any identified quality issues.

6. Communication and Reporting

• Maintain communication with stakeholders, including clients, contractors, and team members.
• Prepare and present regular progress reports to senior management.
• Address any issues or concerns raised by stakeholders promptly.

7. Strategic Planning

• Contribute to the strategic planning and business development of the company.
• Identify opportunities for process improvements and cost reductions.
• Collaborate with senior management to set operational goals and objectives.

8. Scheduling

• Develop and manage project schedules to ensure timely completion of tasks.
• Monitor construction progress and adjust schedules as necessary.
• Coordinate with different teams to ensure seamless workflow.

9. Budget Management

• Prepare and manage project budgets, ensuring financial efficiency.
• Monitor costs and implement cost-saving measures where possible.
• Report on budget performance and forecast future expenses.

10. Conflict Resolution

• Resolve any conflicts that may arise between teams, subcontractors, or clients.
• Act as a mediating point for disputes regarding contracts or project scope.
• Ensure all parties are aligned with project goals and expectations.

Responsibilities:

• Conduct forecasting and planning of materials to ensure smooth production process
• Schedule and plan production activities based on job orders
• Monitor the lead time of producing the finished product
• Update and check inventory physical stock and arrange production of finished goods to meet the sales order
• Ensure production schedule meet the delivery date
• Liaise with suppliers for powder coating
• Troubleshoot discrepancies and quality issues

Requirements:

• Experience in aluminium working sector and manufacturing
• Able to lead team members on production and installation
• Have experience in working machineries
• Able to read technical and installation drawings
• Ensure products and install quality
• Planning of production schedules and allocate sufficient Manpower
• Implementation production processes and maximize efficiency and reduce production waste
• Implementing continuous process improvements
• Preparing material and equipment lists, PO, cost analyses and estimated cost
• Provide training staff for new production teams
• Working hours & days: 6 days work per week 8:30am to 5:30pm.
• Working location - Ubi

Responsibilities:

• Conduct client onboarding exercise and complete onboarding checklist, SWOT analysis and gap assessment during the project conception.
• Planning with the team, choosing, organizing, and motivating across different vendors.
• Overseeing and monitoring all the Campaign progress activities as per the timeline.
• Delivering and ensure client satisfaction within budget allocated.
• Engage senior stakeholders to discuss and address project issues and risks.
• Drive and manage project end to end delivery including requirement, design, testing, deployment.
• Taking minutes and ensure proper documentation of client requests to manage delays arising from client or vendor.
• Provide timely updates to internal and external stakeholders as per required.
• Meet up with clients and conduct presentations whenever there is a need to.
• Be on time and reply to clients enquiries whenever necessary.
• Ensure all the Digital Marketing Campaign timelines are properly managed.
• Works closely with the Digital Marketing team.
• Conduct meetings, delicate work and communicate across clients feedback periodically.

Requirements:

• Diploma or Degree in Business Management, Marketing or Marketing Communication.
• Pro-active, hardworking, good working attitude, meticulous and results oriented.
• Resourceful and problem solver.
• Candidates must be able to function in agile work environments.
• Excellent analytics skill with strong business acumen.
• Excellent interpersonal and communication skills with the ability to translate complex concepts into actionable data and presentation
• Excellent presentation skills that encompass clear, compelling communications tailored to different group of stakeholders.
• An advantage to have, Marketing / Digital Marketing background, website development experience.

Oversees department in all aspects of operations

Staff Management and scheduling

Effective cost control

PnL analysis

other aspects with relations to operations

Requirements:

University graduate with at least 10 years experience in the relative industry

Proven portfoilo of successful operations experience in the areas of F&B Operations

Experience in chain store management

Lead the PMO: Oversee and manage the Project Management Office (PMO), ensuring its effective operation, adherence to project management best practices, and alignment with organizational goals.
• Establish project governance and cadence;
• Coordinate with Technology PMO to plan and publish detailed project delivery milestones;
• Keep track of overall project progress vs. planned milestones on weekly basis; and escalate to Country Project Leads and Program Steering Committee (PSC) for any timeline risks;
• Keep track of project budget allocated to Business Unit/Supporting Unit and ensure spend within budget. Financial management, ensuing project financials are up to date and correct and captured in a timely manner
• Orchestrate cross-squad project deliverables to ensure all squads are running independently and efficiently
• Project management, to ensure delivery of key initiatives on time and budget.
• Engaging with stakeholders across business and technology to ensure alignment on key deliverables and timelines.
• Providing regular updates and following up on action items.
• Drive and manage project end to end delivery including requirement, design, testing, deployment
•Review test strategy and coordinate defects review, bug fixes, re-testing and closure within project timeline

Requried Experience
•More than 5 years of experience in the direct management of IT application projects and possess sound banking product knowledge especially in Cards, Unsecured Loans & Payments
•Able to work with external vendors and across diversified teams
•Process-driven and strong advocate of reporting

Please refer to U3’s Privacy Notice for Job Applicants/Seekers at https://u3infotech.com/privacy-notice-job-applicants/. When you apply, you voluntarily consent to the collection, use and disclosure of your personal data for recruitment/employment and related purposes.

1. Project Planning: Developing a detailed plan for the project, including timelines, budgets, resource allocation, and milestones.
2. Coordination and Supervision: Coordinating the activities of various trades and ensuring that work is carried out according to the project plan and schedule. This includes supervising subcontractors, construction workers, and other site staff..
3. Quality Control: Monitoring the quality of work and ensuring that it meets the specified standards and regulations. This involves regular inspections and addressing any issues that arise.
4. Health and Safety: Ensuring that the site complies with all health and safety regulations. This includes implementing safety protocols, conducting safety meetings, and ensuring that all workers follow safety guidelines.

Responsibilities

• Support the reception in admin and reception duties such as appointment booking
• Assist dentist in dental treatment and patient care in a busy practice
• Routine cleaning and sterilization of dental equipments and clinic area
• Other miscellaneous duties

岗位职责
本牙科诊所诚聘牙科柜台助理. 主要的工作內容包括 熟悉诊所跟診及柜台相关事务 ,协助牙科医師看诊, 接待患者, 安排治疗, 认识, 操作以及维护消毒牙医器材等等.

Requirements

Full time available.
Probation period applicable
Pleasant personality with teamwork approach
Able to multitask
Must be comfortable to work with computer
Fluent in Mandarin and English, in order to communicate effectively with both English and Mandarin-speaking patients, by voice and by email
Modern environment
Office hours

Able to work on Saturday
Main clinic near Paya Lebar MRT.
Convenient via public transport
Full training provided
Salary $2000 and above, depending on experience
Can start anytime

任职资格

长期诚聘全职牙科柜台助理
有工作试用期
笑容亲切, 具有良好的团队工作精神, 交流沟通能力和亲和力
能一心多用, 胜任多种任务
需要有基本电脑操作经验
能以流利的华语与英语, 通过语音和电子邮件, 与讲英语与华语的患者交流沟通
工作环境现代明亮, 干净卫生, 科室具备空调，工作舒适
普通办公时间, 周六需要上班
工作地址在于巴耶利峇地铁站附近
交通方便
本诊所会提供全面的培训
起薪$2000以上，根据经验
可以随时上班

Features of the clinic

Digital radiography - PA, Bitewing, OPG, Lateral Ceph, CBCT
Same day crown workflow
Digital intra-oral camera
Digital dental photography, intra-oral camera, scanner, 3D printers
Convenient and fast appointment bookings
Stringent infection control and sterilisation
Friendly reception
Good, relaxing ambience that puts one at ease
Strong commitment to excellent dental care
Constant focus on continuing professional education to serve our patients better
Central location in Geylang Road – easily reachable by MRT, taxi and bus

Job Types: Full-time, Permanent

Job Types: Full-time, Permanent

Pay: $2,000.00 - $2,500.00 per month

Benefits:

• Dental insurance
• Professional development

Schedule:

• Day shift
• Weekend availability

Supplemental Pay:

• 13th month salary
• Overtime pay

Work Location: In person

Job Description:

• Deliver prompt and efficient service to order processing via call centre hotline, email, sales order
• Perform accurate and prompt entry of orders in the system
• Ensure timely and accurate processing of orders received through the order hotline and email
• Ensure that critical information with regards to urgent delivery, special timing request are communicated and followed up with the delivery section till completion of delivery
• Ensure procedures for processing of item with sales restrictions, orders that require price approval and other principal specified requirements are strictly adhered to
• Provide admin support when necessary [e.g. filing, data entry, retrieval of documents, etc
• Any other duties assigned

Job Requirements:

• Minimum Diploma

Interested candidates do attach your resume to [email protected]

Attn: Angela Celeste Poh Li Ying (R2095367)

Recruit Express Pte Ltd (99C4599)

• Apply latest technology implementation to improve operations in own work areas
• Apply organisational policies to ensure deployment and tracking of products meet requirements
• Assist in audit of documentation and contract terms required for trade transactions
• Assist in preparation of contracts and documentation for trade transactions
• Collect data to assess performance of key operations activities in the organisation
• Assist with the management of daily operations, including coordinating with various departments to ensure smooth operations
• Assist with the implementation of new policies and procedures to improve operations
• Maintain records of all business activities, including financial records, inventory, and customer data
• Develop and implement operational strategies to improve efficiency and productivity
• Collaborate with other team members to identify and resolve any issues or concerns
• Respond to customer inquiries and complaints in a timely and professional manner
• Assist with the management of vendor relationships, including negotiating contracts and managing delivery schedules
• Provide support to the operations manager as needed

COMPANY DESCRIPTION

The Dlifrance brand is centred upon a desire to make every day delicious. This is a testament to our unending search for and provision of the simple pleasures in life put forth in creative and transformative ways. Our French roots and history exist as the foundational structure upon which we innovate authentic cultural fare, culminating in inspired creations of outstanding taste and convenience.

RESPONSIBILITIES

• Responsible for baking and preparing all products for sale in the outlet.
• Provides high-quality bakery products and follows the company's baking standards,schedule and procedures.
• Follows company's policy, RQA standards & procedure and grooming standards.
• Responsible for Food Hygiene at all times and for the cleanliness of all equipmente.g. oven, hot plate/induction plate, proofer, cooling rack and etc.
• Ensure proper stocking of frozen items as well as proper rotation and that all wastages are recorded at the end of each shift.
• To perform any other duties as and when required and/or assigned by immediate supervisor or other representatives of the management.

Requirements

• No work experience required; on-job-training will be provided
• Possess great service attitude
• Passion for people & food
• Energetic team player
• Willingness to work shift hours, weekends and public holidays

Why Join Us?

• Encouraging Work-Life Balance.
• Good Career Development Opportunities.
• Work with a Small and Vibrant Team.
• Opportunity to Wear Many Hats and Gain Different Sets of Skills.

• Support in the monthly stock take of finished goods.
• Process delivery orders and inventory update.

Requirements:

• At least 2 years of warehousing experience
• Possess valid forklift licence.

If you are keen to apply for the position, kindly email your detailed resume in MS Word to [email protected]

Please note that only shortlisted candidates will be notified.

For more job opportunities, please visit our website at www.recruit-expert.com

EA Licence: 19C9701

Registration: R22111604

Job Description

- Assist project department in handling all projects, documents, correspondences, and emails.

- Assist project department with coordinating work.

- Prepare and maintain of contract/project documentation (work order, delivery order, invoice)

- Provide administrative support to project departments.

- Provide necessary administrative support to all departments.

- Other ad-hoc duties as assigned.

Requirements

- GCE O-Level and above

- Basic computer knowledge

• Provide administrative support to the sales team, including scheduling meetings, preparing documents, and managing correspondence.
• Assist in the preparation and distribution of sales materials, proposals, and presentations.
• Maintain and update customer databases, ensuring accuracy and completeness of information.
• Coordinate and track sales orders, ensuring timely processing and delivery.
• Handle customer inquiries and provide exceptional customer service.
• Generate sales reports and analyze data to support decision-making.
• Collaborate with marketing and finance teams to ensure alignment and support sales initiatives.
• Assist in organizing and coordinating sales events, trade shows, and conferences.
• Assist in producing initial drafts of client portfolio reports.
• Liaise with internal stakeholders to obtain inputs for RFPs, reports, and presentation materials for prospects.
• Assist in submission of documents for compliance and legal clearance.
• Monitor public tenders.
• Perform other administrative duties as assigned.

Interested applicants please send your resume in MS Word format and attention it to Rachel Yeo (R22104385).

Shortlisted candidates will be notified

Data provided is for recruitment purposes only

www.ambition.com.sg

EA Registration Number: R22104385

Business Registration Number: 200611680D. Licence Number: 10C5117

• Handles invoice entry and payment runs, including reconciliation and weekly patient refund deposits.
• Assists with month-end closing, GST input reporting, and updates the audit schedule.
• Manages finance-related phone calls, monitors and responds to the AP mailbox, and provides documents for vendor master data creation.

Requirements:

• Diploma in Accounting
• At least 2 years of experience in managing accounts.
• Proficient in SAP

If you are keen to apply for the position, kindly email your detailed resume in MS Word to [email protected]

Please note that only shortlisted candidates will be notified.

For more job opportunities, please visit our website at www.recruit-expert.com

EA Licence: 19C9701

Registration: R24120303

Contract Period:
1 November 2024 to 31 December 2025 (Base Period) with an option to extend the Contract for a further period of 12 months

Working hours:
*Mondays to Thursdays: 7.00am to 4:00pm, inclusive of 30 minutes lunch break
*Fridays: 7:00am to 3.30pm, inclusive of 30 minutes lunch break
*Service not required on Saturdays, Sundays and gazetted public holidays

Scope of Services:

1) Ensure that the day-to-day operation and administration of the General Office is efficient and that the system, resources and equipment are well maintained, including:
Reception
*To handle frontline services and telephone enquiries
*To attend to unwell students and render first aid if needed.
*To administer lost and found items
*Maintain the tidiness and cleanliness of Reception Area at all times.
General Administration
*To assist with general administration work such as handling mails, faxing, receiving goods, photocopy assignments, certificate issuance
*To assist in data entry, record keeping and filing of documents.
*Support school events and any duties as assigned by school.

Qualification, Skill & Experience:

*At least a GCE O Levels Certification or equivalent
*Shall minimally have 2 years of relevant work experience
*Proficient in basic IT skills e.g. Microsoft Office
*Good communication and interpersonal skills
*Good customer service skills

Job Title: Part-Time Research Assistant (14 - 20 hours/week)

Location: Singapore (On-site: Tuesday & Friday; Remote: 0.5 day)

Job Highlights:

• Flexible working hours (some remote work).
• Gain valuable experience in health services research.
• Collaborative and dynamic team environment.

Job Description:

We are seeking a Part-Time Research Assistant (Contract) to join our health services research team. This position is ideal for individuals looking to gain hands-on experience in participant coordination, recruitment, and administrative tasks. The successful candidate will assist with recruitment, screening, informed consent taking, appointment scheduling and participant follow-ups, alongside ad-hoc administrative research duties.

Key Responsibilities:

• Conduct participant recruitment and screening for ongoing studies in a tertiary re-structured hospital and at the National University of Singapore.
• Obtain informed consent from participants, ensuring ethical compliance.
• Coordinate and follow up on participants' research activities.
• Administer questionnaires with participants.
• Schedule appointments and send reminders to participants.
• Perform ad-hoc administrative research tasks (e.g., data entry, literature review, report preparation).
• Maintain accurate and organised records of participant interactions.

Requirements:

• Minimum Diploma or Bachelor’s Degree in Pharmacy, Nursing, Public Health, Life Sciences, other healthcare, or related field.
• Prior experience in clinical research or participant recruitment is encouraged but not mandatory.
• Strong interpersonal and communication skills.
• Excellent organisational skills with attention to detail.
• Ability to work independently and manage time effectively, including remote work.

Working Hours:

• On-site: 6 to 8 hours on Tuesday and 6 to 8 hours on Friday.
• Remote: 2 to 4 hours on any other weekday (flexible).

Why Join Us?

• Flexible work arrangement with a mix of on-site and remote work.
• Contribute to impactful health services research in a supportive team.
• Opportunities to gain experience and develop skills in the healthcare research field.
• Salary of $14 per hour, with Annual Leave (pro-rated) and medical benefits.

Job description

Responsibilities

• Assist in the preparation of Business Proposals and Presentations
• Preparing customer invoices and generating quotations
• Support social media management such as content management for Facebook and Google Business Profile
• Maintain company expenses schedule
• Filing of documents
• Maintain our corproate websites and liasing with developers as required

Other information

Location: Hybrid working arrangement : work from home / at the office.

Working Days/Hours: part time. Mininum 10 hours per week

Who are we looking for ?

• Mininum qualification 'A' Level / Diploma
• At least 1 year of working experience preferred
• Self-motivated, proactive and have a sense of responsibility
• Effective organisational skills, ability to multi-task and prioritise own workload
• Computer literacy with practical experience in the use of Microsoft Office applications (Excel, Word and Powerpoint)
• Strong written and verbal communications skills in English
• Results oriented and able to work independently

SALES OPERATIONS MANAGEMENT ASSISTANT in Supermarket

Responsibilities

• Collaborate with cross-functional teams to capture business requirements and implement new sales and customer-related processes
• Optimize existing sales processes, practices, and policies for internal customer satisfaction and employee productivity
• Ensure high levels of data quality and process consistency in sales and marketing systems
• Analyze sales data, take action, and measure impact to support decision-making
• Manage the overall sales tech stack, including Salesforce and other sales tools
• Hire, develop, and manage a high-performing sales operations team

Requirements and skills

• Proven experience in sales operations, business analysis, or sales support management
• Strong organizational skills with the ability to manage multiple projects and deadlines
• Excellent interpersonal skills for cross-functional and international collaboration
• Experience with sales tech stack management, particularly Salesforce
• Demonstrated leadership in managing and motivating teams
• All Races welcome

Our client is a global MNC in the Chemical industry. Due to business needs, they are now recruiting a Administrative Assistant to be part of their Administrative Team for ongoing transformation projects. They are located in the West - easily accessible.

Duties of Administrative Assistant:

• Handle document preparation, filing, and general administrative tasks.
• Operate office equipment such as computers, fax machines, and photocopiers efficiently.
• Manage the flow of incoming and outgoing communications via office tools.
• Monitor and maintain office supplies, ensuring stock levels are sufficient.
• Oversee the processing of outgoing mail when necessary.
• Ensure a safe and secure working environment.

Requirements:

• Relevant experience

Interested candidates who wish to apply for the advertised position, please click APPLY NOW or email an updated copy of your resume/cv.

We regret that only shortlisted candidate will be notified

• Email Address: [email protected]
• EA License No: 19C9682
• EA Personnel No: R2199158
• EA Personnel Name: Soo Wei De

Mycelium Catering is the institutional catering arm of Food Inc. A veteran food provider for over 30 years in the food and beverage industry, our vast experience spans across various genres, from fine-dining and casual eateries to catering and consultancy services.​Mycelium Catering symbolises and encapsulates nature's worldwide web that forms the entire food ecosystem's ability to grow as it continually seeks organic new sources that will allow guided transformation of simple things into more complex molecules or compounds. This in turn transforms the way we manufacture, consume, and live within a sustainable eco-friendly food and beverage industry.

We endeavour to Steer, Repair, Rebuild and Create our food journey through this understanding.

Job Description:

• Oversee the daily operations of the business unit to ensure a seamless customer experience.
• Manage staff, resources, and processes to maintain high service and operational standards. Targets will differ based on type of Business Unit
• Drive sales and profitability while maintaining cost control and budget adherence.
• Ensure compliance with health, safety, and hygiene regulations.
• Foster a positive work environment and motivate staff to deliver exceptional service.
• Handle customer complaints and resolve issues promptly and effectively
• To foster healthy working partnerships with vendors and clients
• Recruit, train, and supervise business unit staff.
• Conduct performance evaluations and provide feedback and coaching to employees on quarterly basis.
• Prepare and manage budgets, monitor expenses, and ensure financial targets are met on monthly basis.

Requirements:

• Minimum 5 years F&B experience with at least 3 year of supervisory experience in F&B operations
• Strong organizational skills
• Organized and meticulous
• Good interpersonal skills with people management experience
• Flexibility to adapt to changing priorities and tasks
• Must be PC illiterate and Proficient/Basic Knowledge in MS Office (Excel/ Word/ Outlook)
• Ability to work independently, team player, Positive and willing to work attitude

As a Human Resources Intern at Louis Dreyfus Company, you will be supporting the team on HR operations and process improvement projects, as well as our early career program. This internship is designed to provide you exposure to a wide range of HR functions, from recruitment, onboarding to employee relations. You will work closely with HR professionals, gaining hands-on experience and practical knowledge that would be valuable for your future career in Human Resources.

Internship duration:

• Between Jan to Jun 2025

Main Responsibilities:

HR Operations:

• Prepare HR-related documents such as employment contracts and certification letters
• Maintain and update HR records and files, ensuring confidentiality and data accuracy
• Assist in the smooth onboarding process for new employees as well as exit process for leavers
• Support on annual processes such as income tax filing and data integrity checks

Employee engagement and development:

• Coordinate and execute HR events related to employee engagement and wellbeing, such as creation of promotional posters and awareness campaigns
• Coordinate and plan learning and development programs that would address learning needs of employees

Recruitment:

• Support the early career program from coordinating of campus fairs, to arranging and participating in candidate interviews and assessment
• Identify suitable channels and networks for collaboration opportunities with universities for campus outreach events

HR Projects:

• Review and propose changes to employee onboarding/offboarding processes, as part of HR process improvement
• Review HR policies for Singapore and Malaysia for the creation of employee handbook and guidelines
• Conduct research on trends in learning and development, talent attraction and employee engagement that could implemented for the company

Requirements:

• Strong communication skills and interpersonal skills
• Excellent organizational skill and attention to detail
• Ability to maintain confidentiality and handle sensitive information with discretion
• Proficient in Microsoft Office suites, and knowledge of graphic design tools (Canva) would be a plus

Job Responsibilities :

* To perform the Accounts Payable function

* Update receipt transaction records

* Process Claims and Petty Cash Documentations

* Other adhoc duties assigned by Management

* Assist Accountant in any accounting issues when required

Job Requirements :

* 1-2 years account related working experience

Good Pay + Good allowance + Good Bonus

Interested candidates please send an updated Resume / CV in Ms Word format to WhatsApp’s your resume to 98332779 ( no Calls)

Consultant in-charge : Quah Li Lian (Lilian) ( Registration No: R1983286 )

- liaise with clients/potential clients for account opening

- maintain existing account and weekly updates into customer relations system

- advise clients on monthly promotions

- sourcing of new clients

- sourcing of new projects for the company

- providing weekly updates to general manager on customer status

Duties & Responsibilities:

1. Client Consultation:

· Meet with clients to understand their financial goals and needs.

· Collect and analyze information regarding income, expenses, and risk tolerance.

2. Financial Planning:

· Develop tailored financial plans that align with clients' goals.

· Recommend investment strategies, insurance policies, and other financial products.

3. Investment Management:

· Advise clients on investment options and manage their portfolios.

· Monitor and adjust investment strategies as market conditions change.

4. Risk Management:

· Evaluate clients' risk profiles and recommend appropriate insurance coverage.

· Plan for risk management through diversification and other strategies.

5. Retirement Planning:

· Help clients prepare for retirement by assessing income needs and planning accordingly.

· Advise on pension plans, IRAs, 401(k)s, and other retirement options.

6. Ongoing Client Support:

· Regularly review and update financial plans based on clients' changing needs.

· Provide continuous advice and support to clients regarding financial decisions.

7. Regulatory Compliance:

· Ensure that all financial advice and actions comply with current laws and regulations.

· Maintain necessary licenses and certifications.

Experience/Requirements:

1. Educational Background:

· A bachelor's degree in finance, economics, accounting, or a related field.

· Advanced degrees (e.g., MBA) can be advantageous but are not always required.

2. Licensing:

· Necessary licenses include SCI M5, M9, M9A, HI (SG specific) to sell basic financial products like insurance & investments.

· M8, M8A, M6 licensing for selling CIS/Securities products, if applicable.

3. Certifications:

· Certified Financial Planner (CFP) designation is highly valued.

· Other certifications like Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) may also be beneficial.

4. Experience:

· Typically, 3-5 years of experience in financial planning, investment advisory, or a related role.

· Experience working with financial software and tools is often required.

5. Skills:

· Strong analytical skills to assess financial data and trends.

· Excellent interpersonal and communication skills for client interaction.

· Ethical decision-making and adherence to fiduciary responsibilities.

· Ability to build long-term relationships with clients.

· Knowledge of investment strategies, and financial products.

6. Personal Qualities:

· High level of integrity and professionalism.

· Detail-oriented and able to manage multiple clients and tasks simultaneously.

· Ability to work independently and as part of a team.

This role requires a combination of technical financial knowledge and strong interpersonal skills to effectively guide clients through their financial journeys.