Total 4 financial advisor job vacancies in D13 Macpherson, Braddell

Job Highlights:

• Attractive Compensation & Benefit
• Joining a growing company in a growing industry
• Good and Positive working culture

Responsibilities:

• Monitor and oversee daily accounting transactions and activities.
• Maintain and prepare full set of financial accounts regularly and manage cash and bank expense records.
• Administrate account receivables and accounts payables.
• Financial audit preparation and coordination the audit process.
• Review accounting documents, vouchers, company assets, discounts, interest, cash, bank transfers in muiltiple currencies, income withholding declarations, visa fees, employee tax declarations, reimbursements, procurement, and departmental activity budgets.
• Responsible for preparing bank reconciliation, expense reconciliation, monthly breadkdown of balance sheet items, amortization and other management reports required by management.
• Prepares withholding tax reports and satutory forms and ensure timely and accurate submission to local tax authorities.
• Proficient in Microsoft Excel: functions, conditional formatting, data validity, data collection, data statistics, charts.
• Proficient in Microsoft Word: reporting, format adjustment, catalog creation, layout configuration.
• Proficient in Microsoft Powerpoint: logical sorting, overall analysis, visual expression.
• Knowledgeable in Singapore double accounting standards, ERP/ accounting systems, chart of accounts/ journals and capable of conducting accounting audits.
• Participate in other duties and ad hoc projects as assigned.

Qualifications:

• Bachelor’s degree in Accounting/Finance, ACCA, CA Singapore or equivalent is preferred
• More than 2 years of hands-on experience in a professional accounting or corporate services firm preferred (undergraduate or non-undergraduate acceptable)
• Knowledgeable in accounting principles and practice.
• Familiar with knowledge of relevant local laws, Singapore tax regulations and financial reporting standards
• Meticulous, independent, proactive, responsible, and able to meet tight deadlines.
• Strong communication skills in both English and Mandarin

• Providing leadership, direction and management of the finance and accounting team
• Providing strategic recommendations to the CEO/President and members of the executive management team
• Managing the processes for financial forecasting and budgets, and overseeing the preparation of all financial reporting
• Advising on long-term business and financial planning
• Provide commercial insight and leadership across the business in order to exceed business plan targets
• Responsible for ensuring the risk and compliance management framework is embedded and operational for the Group
• Establishing and developing relations with senior management and external partners and stakeholders

Job Highlights:

• Basic salary starting from $3,600 - $5,200 (Depending on the candidate’s

experience) + Fixed Monthly of $300 - $400 Allowance + Quarterly Commission

• Working Days/Hours: 5.5 Days / Mon to Fri – 8:30 AM to 6:00 PM & Sat – 8:30 AM to

1:30 PM

• Working Location: Will be assigned to the nearest bank branch near the candidate’s

home

• Annual Leave: 24 Days

• Flexi Benefits – $1,000 per year (Pro-rated depends on when you joined)

• 1 Month of paid training is provided at DBS Academy (Changi Business Park/Expo)

• Career progression up to Team Head/Treasures Private Banker

• Leads/support will be provided by the bank

Job Responsibilities:

• You’re to engage customers through branch banking touch points, teleappointments,

and/or outreach programs

• You’re to conduct regular follow up with exisCng and potenCal customers to assess

their financial need

• You’re to provide a financial advisory by offering wealth management soluCons such

as insurance, investment, etc.

Products and services include (Life/Health/Hospitalization/General Insurance,

Savings/Endowments, Investment Products and Fixed Deposit Accounts.

Job Requirements:

• Min a Local Diploma, GCE ‘A’ Level or Local/Private Degree (For GCE ‘A’ Level, it

requires three subjects at H2 level and two subjects at H1 level)

• Candidates with more years of relevant financial advisory experience will be

considered for the Senior Wealth Planning Manager position.

Send your resume to:
Email: [email protected]
WhatsApp: 9833 5766

ONG HUI XIN R23114158
Just Recruit Singapore Pte Ltd EA12C6295

Job Highlights:

• Basic Salary: $3,600 - $5,200 (based on experience) + Monthly Allowance: $300 - $400 + Quarterly Commission
• Working Days/Hours: 5.5 days (Mon-Fri: 8:30 AM to 6:00 PM, Sat: 8:30 AM to 1:30 PM)
• Location: Assigned to the nearest bank branch near home
• Annual Leave: 24 Days
• Flexi Benefits: $1,000/year (Pro-rated)
• 1 Month Paid Training at (Changi Business Park/Expo)
• Career Progression: Team Head/Treasures Private Banker
• Leads/Support Provided by the bank

Responsibilities:

• Engage customers through branch touch points, tele appointments, and outreach programs
• Conduct follow-ups with existing and potential customers to assess their financial needs
• Provide financial advisory services on wealth management solutions (insurance, investments, etc.)

Requirements:

• Min Qualification: Local Diploma, GCE 'A' Level, or Degree
• Experience: Candidates with more relevant experience will be considered for Senior Wealth Planning Manager

Only shortlisted candidates will be notified
Send your resume to:
Email: [email protected]

ONG HUI XIN R23114158
Just Recruit Singapore Pte Ltd EA12C6295