Total 4,666 financial advisor job vacancies in Singapore

Business Function

Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

Reporting to the Financial Planner Lead, to maintain our Department’s financial and headcount health from budget planning, forecasting, analysing actual results to operational metrics tracking and reporting

Responsibilities

• Completion of annual budget planning, monthly accrual, forecast and reporting within stipulated deadlines
• Ensure actual expense within budget
• Ensure actual vs budget, and actual vs forecast variances are within specified KPI
• Timely submissions within deadlines
• Provide monthly forecasts, monthly accruals, track against budget
• Review monthly expenses to ensure that expenses are booked correctly and work with the Finance team to make any necessary reclassification
• Evaluate financial performance by comparing and analysing actual results with plans and forecasts
• Perform variance analysis, identify trends and recommend actions
• Perform GL review and reconciliation
• Identify and drive process improvements, including automation
• Prepare presentations, monthly expense reports / P&Ls / headcount and provide variance analysis for management review
• Provide report for Strategy Cost Management
• Work closely with Managers, Finance and Procurement teams to ensure accurate financial reporting and decision support
• Provide support to enquires on headcount, SOW, procurement and financial processes
• Oversight of staff onboarding / offboarding, ensure accurate headcount update and tracking
• Oversight of vendor and country payment advice and resolve issues to ensure timely payment within monthly deadlines
• Other financial administrative tasks where required.

Requirements

• Undergraduate degree in Finance, Accounting, or Economics
• Prior financial analysis, planning, forecasting and reporting experience an advantage
• Strong communication, analytical and data organisation/ interpretation skills
• Proven ability to multi-task, work under pressure, and meet tight deadlines
• Attention to detail and accuracy is required
• Adherence to financial information confidentiality
• Proficiency with Microsoft Excel is required; familiarity with data query/data management tools advantageous (Access, SQL, Business Objects)

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

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.

• Good working environment
• Gain exposure to cross-jurisdictional work across

About Our Client

Our client is a Singapore company listed on the Hong Kong Stock Exchange and a prominent global player in the financial services industry. As a renowned industry player, they have garnered numerous accolades for its contributions to the industry.

Job Description

• Advise Board and management on directors' duties, corporate governance and corporate regulatory matters.
• Prepare all Hong Kong Exchange announcements and publications.
• Compliance with all other disclosure and filings requirements in Hong Kong, Singapore and other relevant jurisdictions.
• Monitoring regulatory updates in all relevant jurisdictions and implementing appropriate changes.
• Principal point of contact for corporate regulators, including ACRA and HKEx
• Manage AGMs and EGMs (as required) in conjunction with Investor Relations department and the Hong Kong share registrar.
• Ensure all corporate filings are made in a timely manner, with proper records maintained.
• Review and manage Board and Management Committee approval papers, liaising with the relevant HODs and Senior Management as required.

The Successful Applicant

• Qualified Chartered company secretary in Singapore, Hong Kong or other common law jurisdiction with at least 10 years experience in corporate secretarial matters.
• Familiarity with Singapore and Hong Kong Stock Exchange is strongly preferred.

What's on Offer

Upon successful offer, candidate can expect a strong and attractive remuneration package as per market. You will also have the opportunity to lead a team and gain exposure to cross jurisdictional corporate governance matters.

Contact

Alastair Tan (Lic No:R22105924 / EA no:18S9099)

Quote job ref

JN-032024-6365153

Phone number

+65 6643 9730

Michael Page International Pte Ltd | Registration No. 199804751N

We are seeking a skilled and proactive Financial Controller to oversee various financial aspects of our company's operations. The ideal candidate will possess strong financial acumen and a proven track record of implementing effective financial strategies.

If you are a detail-oriented professional with a passion for optimizing financial performance, we encourage you to apply.

Key Responsibilities:

• Project Budgeting and Implementation Review: Oversee project budgeting processes and review project implementation to ensure adherence to financial guidelines and goals.
• Treasury Management: Manage cash reserves, both short and long term, to optimize returns while provide for liquidity and support operational needs.
• Project Financing: Assist in prospecting, reviewing and procuring project financing to support company initiatives
• Relationship building with financial institutions: Cultivate and maintain strong relationships with financial institutions to ensure robust support for smooth cash transaction flow.
• Financial and procurement approval system development: Development and implement financial and procurement approval systems and policies to enhance operational efficiency and compliance.
• Tax planning and advisory: Provide strategic tax planning and advisory services, focusing on withholding tax, direct taxes and transfer pricing to minimise tax exposure.
• Capex management: manage capital expenditure activities to ensure optimal allocation of resources and alignment with company objectives.
• Financial Reporting: Oversee financial processes for all companies within the Group, ensuring accuracy, timeliness and compliance with regulatory standards.
• Government Grants & subsidies: Recommend and support the application and securing of government grants, subsidies, and schemes to leverage available financial opportunities.
• Finance Business Partner: Act as a strategic finance business partner, collaborating with various departments to provide financial insights and support decision-making processes

Qualifications:

• Bachelor's degree in Finance, Accounting, Business Administration, or related field; Master's degree or CPA preferred.
• Minimum of 8 years of experience in finance, with at least 2 years in a managerial role.
• Strong understanding of financial principles and practices, including tax planning and compliance.
• Excellent analytical and problem-solving skills.
• Proficiency in financial software and Microsoft Office Suite.
• Ability to communicate effectively with internal and external stakeholders.
• Detail-oriented with a commitment to accuracy and compliance.

Overview:

We are seeking a skilled and detail-oriented Account Executive to join our team at Industrial Securities (Singapore) Financial Holdings Pte Ltd. As an Account Executive, you will be crucial in managing our financial records, ensuring accuracy, and supporting our financial operations. This position is ideal for someone with approximately 3 years of relevant experience who is proficient in Chinese and has a background in financial institutions (either as an in-house accountant or external auditor).

Responsibilities:

• Bookkeeping: Maintain accurate and up-to-date financial records, including accounts payable, accounts receivable, and general ledger entries.
• Monthly Reporting: Prepare financial statements, balance sheets, and income statements on a monthly basis. Analyse financial data and provide insights to management.
• Bank Transactions: Handle bank transactions, including reconciling bank statements, monitoring cash flow, and managing bank transfers.
• Financial Compliance: Ensure compliance with accounting standards, regulations, and internal policies.
• Collaboration: Work closely with other departments, auditors, and external stakeholders to address financial queries and resolve discrepancies.
• Process Improvement: Identify opportunities for process optimization and contribute to streamlining financial workflows.

Qualifications:

• Education: Bachelor’s degree in Accounting.
• Experience: Approximately 3 years of experience in accounting, preferably in financial institutions or audit firms.
• Language Skills: Proficiency in Chinese (both written and spoken) is essential.
• Technical Skills: Familiarity with accounting software; Strong Excel skills for data analysis and reporting.

Responsibilities:

• Provide sound financial advice with proper fact-finding and review of customers financial goals
• Build & maintain long-lasting relationships with both existing and potential customers
• Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
• Proactively acting on leads from our database and setting up appointments with potential customers
• Ensure sales conversion by capitalizing on referrals

Requirements:

• Min GCE A Levels, Diploma or Degree in any field
• No prior experience required
• CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
• Have good interpersonal skills and be passionate about helping customers achieve greater financial competency

Please state your availability, current and expected salary in the resume.

Qualified or interested candidates, please visit our GMP website at www.gmprecruit.com/current_jobs/posting.aspx to apply for this position with GMP Job Code: 23722

Tel: 6233 0482 - Eddie Tang (R1221129)

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Eddie Tang | Registration No: R1221129

1) Receive, understand/record and ensure customers’ service needs attended.

2) Advise customers on repair scope, time and cost where applicable.

3) Obtain all necessary document and authorization (signed) before and after commencement of repair

work/claims.

4) Where applicable, co-ordinate with leasing companies to arrange for replacement car on behalf of

customers.

Good Pay + Good allowance + Good Bonus

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

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

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

ABOUT ASTRAZENECA

AstraZeneca is a global, science-led, patient-focused biopharmaceutical company that focuses on the discovery, development, and commercialization of prescription medicines for some of the world’s most serious diseases. But we’re more than one of the world’s leading pharmaceutical companies. We are on a journey to bring life-saving medicines to patients. Our role in contributing to decreasing mortality rates globally is clear – shaping the future by spotting a scientifically led commercial opportunity and acting now to operationalize and scale it.

Our Singapore Marketing Company (SGMC) is responsible for the marketing of our medicines in Singapore. Here you’ll also find colleagues from AstraZeneca’s corporate functions and our Asia and International regions’ sales and marketing teams. As a member of the Singapore Association of Pharmaceutical Industries (SAPI), all of our sales, marketing, and communications activities are subject to the SAPI Code of Conduct.

At AstraZeneca, we fuse the worlds of Medical and Commercial to spot opportunities and pioneer approaches that better serve our patients.

Bridging Commercial and Scientific goals, we apply our people and leadership skills to launch cutting-edge products into our growing healthcare ecosystem. It takes a holistic mindset to treat each unique patient and tailor the whole experience – from early diagnosis to treatment.

With a strong foundation of science and ethics, we run fast but never compromise on doing the right thing. Working at pace in our ever-changing, ambiguous markets takes creativity and imagination. We always feel supported to do this, learning from our failures and working as a team to win together.

What you’ll do

You'll engage medical/ scientific experts in in-depth medical/ scientific product or disease area discussions, and deliver presentations in a non-promotional scientific context as determined by global/local Medical Affairs plans and in line with the area therapeutic brand strategy. You'll also act as an educational resource to internal stakeholders, providing medical/ scientific knowledge, training, and support to internal stakeholders on AstraZeneca's marketed products and compounds in development.

Essential for the role

• Advanced scientific degree
• Thorough knowledge or experience of the pharmaceutical industry and the Medical Affairs function
• Ability to interact and manage a range of stakeholders both internally and externally
• Knowledge of legislation relevant to pharmaceutical sales and marketing

Desirable for the role

• Qualified doctor
• Understanding of multiple aspects within Medical Affairs
• Extensive knowledge of the latest technical and regulatory developments

Depending on the candidate's experience, this position may be filled at the following levels: Medical Scientific Liaison, Senior Medical Scientific Liaison, Medical Advisor, or Medical Affairs Manager.

Why AstraZeneca?

At AstraZeneca, we’re dedicated to being a Great Place to Work. Where you are empowered to push the boundaries of science and unleash your entrepreneurial spirit. There’s no better place to make a difference in medicine, patients, and society. An inclusive culture that champions diversity and collaboration, and is always committed to lifelong learning, growth, and development. We’re on an exciting journey to pioneer the future of healthcare.

Our client is a global manufacturer. Due to business needs, they are now recruiting a FP&A Accountant to be part of their FP&A team for ongoing transformation projects. They are located in the North Area - easily accessible.

Responsibility:

• Coordinate the preparation, compilation, and analysis of the Annual Budget prior to its submission to the corporate office.
• Analyze financial variances and take a proactive approach by conducting meetings with operations departments to review and discuss monthly forecast performance.
• Synthesize complex data from various sources and transform it into comprehensive management reports.
• Scrutinize a wide range of records and engage with various departments to ensure data accuracy and reliability.
• Oversee SOX compliance and address internal and external audit queries.
• Enhance processes and actively participate in ad-hoc LEAN projects.

Requirements:

• Min Degree in Finance / Accountancy or any related field
• Minimum 5 years experience in FP&A and SOX
• Experience in manufacturing industry is a bonus

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]

Recruitpedia Pte. Ltd.

EA License No. 19C9682

EA Reg. No. R2198636 (Oh Puey Xin)

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. Join us and build an exceptional experience for yourself, and a better working world for all.

EY is the most globally integrated professional services organization which encompasses a separate business unit dedicated exclusively to the financial services marketplace. Join Financial Services (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global market perspective. Aligned to key industry groups including asset management, banking and capital markets, insurance and private equity, we provide integrated advisory, assurance, tax, and transaction services to our clients.

Upon embarking on a journey with us, you will experience professional development through exposure to an array of diverse experiences, world-class learning, and individual tailored coaching. This, is how we develop outstanding leaders who endeavor to deliver on our promises to all our stakeholders, and in so doing, play a critical role in building a better working world for our people, our clients and our communities. Sounds interesting? Well this is just the beginning. Whenever you join, however long you stay, the exceptional EY experience will last a lifetime.

The opportunity

You will have the opportunity to take on responsibilities that would allow you to develop a deep and professional knowledge base in markets such as wealth and asset management, banking, insurance, private equity and capital markets.

Your key responsibilities

• Deliver quality auditing services to clients and their stakeholders
• Demonstrate a thorough understanding of complex accounting and auditing concepts and apply them to client situations
• Collaborate to plan engagement objectives and an audit strategy that complies with professional standards and appropriately address risk
• Direct field work, manage engagement economics and inform supervisors of the audit engagement status
• Monitor the engagement team's progress against the plan and alter it when needed
• Supervise junior engagement team members and develop them through effectively delegating audit tasks and providing guidance to assurance staff
• Develop and maintain productive working relationships with audit client personnel, assess audit clients' satisfaction and proactively maintain contact with the audit client throughout the year

Skills and attributes for success

• Challenge previous audit procedures in order to enhance audit techniques
• Foster an efficient, innovative and team-oriented work environment
• Strong leadership and project management skills
• Able to manage multiple engagement and deadline-drive
• Strong written and verbal communication skills
• Integrity within a professional environment

To qualify for the role, you must have

• A degree in Accounting, Finance, or a related field, obtained Singapore CPA qualification
• At least 3 years of related work experience in audit field for insurance, banking or asset management industries

Ideally, you’ll also have

Knowledge of business trends, emerging technical and industry developments

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.

COMPANY DESCRIPTION

Singapore Management University is a place where high-level professionalism blends together with a healthy informality. The 'family-like' atmosphere among the SMU community fosters a culture where employees work, plan, organise and play together building a strong collegiality and morale within the university.

Our commitment to attract and retain talent is ongoing. We offer attractive benefits and welfare, competitive compensation packages, and generous professional development opportunities all to meet the work-life needs of our staff. No wonder, then, that SMU continues to be given numerous awards and recognition for its human resource excellence.

RESPONSIBILITIES

• Manage and administer OAFA's annual summer immersion programme for high school students, that include:
  • Partnering with units across SMU on programme delivery and content.
  • Sourcing for, and liaising with, external vendors on programme delivery.
  • Managing the selections and offer process.
  • Communicating with international participants and their guardians.
  • Marketing and publicising the summer programme.
  • Managing all necessary logistics and operations involved.
  • Post-programme follow-up to regularly engage and nurture students towards the undergraduate application stage of the funnel.
• Serve as the main liaison officer on admissions and outreach matters with the College of Integrative Studies (CIS). This includes arranging admissions and scholarships interviews across CIS and the other 6 Schools who co-interview with CIS, as well as liaising with partner schools to arrange learning journeys and school visits related to CIS.
• Handle admissions matters that include:
  • Reviewing each application individually to verify the authenticity and accuracy of applicants' high school results and other relevant details.
  • Setting up and hosting virtual Zoom sessions for CIS faculty members to conduct applicant interviews.
  • Contacting applicants to inform them of their scholarships outcomes.
  • Contacting applicants to inform them of their interview dates/times.
  • Handling applicants' requests to change programme / appeal their admissions decision.
  • Updating of applications on SMU's applications portal.
  • Handling applicants' queries.
• Support CIS' admissions events for offerees and scholar recipients, by helping out with event management and support duties.
• Support admissions outreach efforts, social media efforts and signature events as part of the undergraduate admissions team, to share about CIS, answer queries, and help market the new College to prospective students and parents.
• Serve as the main liaison officer on admissions and outreach matters for the Adult Learners' Scheme.

• A university degree in any qualification.
• At least 2 years of relevant work experience.
• Meticulous, with strong administrative skills and the ability to multi-task across different projects.
• Highly proficient with Office tools such as Microsoft Excel and Microsoft Word.
• Highly proficient with technology tools such as Zoom, and willing to learn new systems.
• Prior experience with social media platforms and marketing.
• Strong customer service mindset with the ability to respond to different types of personalities across different age groups.
• Ability to work on some weekends, if there are interviews or events on Saturdays.
• Fluency in Mandarin would be an added advantage.

#LI-JN2

Candidates who do not possess the stipulated qualifications but have relevant work experience may still apply. Remuneration and appointment terms shall commensurate with qualifications and experience. SMU reserves the right to modify the appointment terms where necessary.

Work-life balance, essential financial knowledge, attractive remuneration

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remuneration. Fret not, training and mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Fresh graduates and those looking for a mid-career switch are welcome too!

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking and prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations and goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from experienced and dedicated consultants.
• Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.
• Flexible Working Hours: Suitable for students.
• Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field
• Result-oriented & highly-motivated
• Strong interpersonal skills with a passion to serve

Apply now and kickstart your career in financial advisory!

Salary: Up to $3,300 + AWS + VB

Working Hours: 5.25 days work (alt Sat)

Working Location: Senoko

(Company transport provided at Admiralty MRT Station)

Job Scope:

• Handle and resolve customers' enquiries/complaints in a timely manner
• Raise work orders and prepare quotations
• Liaise with stakeholders, customers, and customers on servicing matters
• Update customers on servicing schedule and vehicle collection
• Ad-hoc duties as assigned

Job Requirements:

• At least 1 year of relevant experience
• Proficient in MS Office
• Knowledge in CRM system will be advantageous
• Willing to work overtime when required

Interested candidates, please click APPLY NOW or email your CV over to [email protected]

Please be informed that only shortlisted candidates will be notified

EA Personnel Name: Lim Li Yun, Sherlyn
EA Personnel No: R23118942
EA License No: 15C7752

Job Duties:

• Monitor office supplies, place supply orders when necessary
• Monitor and log office expenses and costs
• Manage all vendor invoices including timely payments, manage relationship with the external vendors
• Provides administrative support for senior leaders mainly being responsible for coordination of meetings, travel arrangements, expense processing, coordinating logistics for visiting global management
• Provide facilities management support for efficient and effective delivery of logistics and support services to the office environment
• Liaise with travel management companies to coordinate all aspects of travel arrangements and hotel reservations for domestic and international trips; application for visas;
• Other ad hoc administrative duties as assigned

Job Requirements:

• Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma, any field.
• Minimum 3 years and above experience in administrative/secretarial/receptionist experience
• Strong communication skills and able to work in fast paced environment
• Experience with team and people management
• Good command of spoken and written English
• Full-Time position(s) available.

Interested applicants please send your resume in MS Words format and attention it to Tan Joanna (R1104661)

Short listed candidates will be notified

www.ambition.com.sg

EA Registration Number: R1104661

Data provided is for recruitment purposes only

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

Embark on a Career That Impacts Lives

Are you a university student in Singapore looking to jumpstart your career path, or seeking a dynamic role in a fast-growing industry? The role as a Financial Advisor offers the perfect blend of flexibility, entrepreneurial spirit, and unlimited earning potential. Join us and explore a fulfilling career in financial consultancy.

Key Responsibilities:

· Financial Strategy Development: Assess clients’ financial situations to devise strategies that meet their financial goals.

· Insurance and Financial Advice: Provide guidance on insurance and financial planning in areas like retirement, education, and investments using our comprehensive product suite.

· Client Relationship Management: Regularly review and follow up with clients to adapt their financial plans to life changes.

· Financial Analysis: Prepare and interpret financial summaries, investment reports, and income projections for clients.

· Client Network Building: Establish and maintain strong relationships with a growing client base.

Benefits & Rewards:

1. Tailored Training: Gain essential certifications and skills through structured courses, with ongoing support from dedicated managers.

2. Funding Programme: Benefit from our corporate financing scheme, supporting you in the first 24 months of your career.

3. Attractive Rewards: Experience our 'work hard, play hard' ethos, with incentives for top performers.

4. Flexible Income Structure: Earn uncapped income through a multilayered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Qualifications:

· Obtained a poly diploma, JC cert or degree in any field.

· Driven by results and motivated by performance-based rewards.

· Strong interpersonal skills with a passion for empowering others financially.

Ideal for University Students / Fresh Entry / Mid-Career:

· Flexible Working Hours: Perfectly suitable for balancing studies and work.

· Entrepreneurial Experience: Learn how to manage and grow your own business even while studying.

· Mentorship from Success Stories: Be guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.

· Embark on this journey to not just build a career, but to make a meaningful impact. Apply now and shape your future while shaping others!

OOm Academy

Company Description

OOm Digital Tech Academy is a leading digital tech training provider located in Singapore. Our WSQ-certified courses are designed to equip individuals with practical expertise for real-world success.

Job Title: Enterprise Training Advisor

Job Overview:

The Enterprise Training Advisor is responsible for educating and promoting our training courses, driving end-to-end sales cycle for B2B & B2C. This role involves engaging with SMEs, MNCs & decision-makers to understand their needs and offering tailored training courses that enhance the learning experience.

Key Responsibilities:

• Prospecting and Lead Generation:Identify potential customers and businesses that may be interested in our digital tech courses
  Generate leads through various channels, including cold calling, networking, and online research.
  
• Client Relationship Management:Establish and maintain strong relationships with existing and potential customers.
  Understand the needs and preferences of customers to provide tailored training courses.
  
• Sales Reporting:Utilise CRM software to manage leads, track sales progress, and report on sales targets accurately.
  Provide regular reports to management on sales performance
  
• Market Research:Proactive in monitoring the competitive landscape and industry trends, identifying opportunities and challenges to inform sales strategy.
  

Qualifications and Skills:

• No prior experience is necessary; we welcome applications from fresh graduates and anyone who’s open to embracing sales responsibilities.
• Possess good interpersonal and presentation skills
• Ability to build and maintain effective client relationships.
• Excellent communication and interpersonal skills, with the ability to engage and connect with people from diverse backgrounds.
• Strong ability to manage multiple tasks and priorities deadlines simultaneously.
• Able to work independently and as part of a team, with excellent time management and organisation skills.
• Experience in B2C/B2B sales, with a proven track record of meeting or exceeding sales targets is a plus!

Job Highlights

• Attractive Cash Benefits for Dental, Medical Check-Up and etc
• Attractive Commission & Incentive Scheme

How to Apply:

Interested candidates should submit their resume detailing their relevant experience to [email protected]

Unit Trust Platform Operations

1. Run GYC Risk Matrix, extract fund price and exchange rate

2. Process unit trust trades

3. Run daily holdings and transactions for uploading onto investment platform

4. Prepare payments in DBS Ideal system

5. Generate invoices for financial advisory fees, third party charges, CPF wrap fees

6. Prepare trailer fees

7. Update ledger for DBS Nominees Account

8. Generate and send monthly statement to investment clients

9. Prepare Giro collection for monthly RSP subscription

10. Prepare wrap fees collection for Cash (GYC) and CPF investments

11. Update prospectus, product highlight sheet, annual report onto investment portal

12. Prepare email list for weekly article

Backroom Operations

1. Process daily submission including check documents, data entry, scanning, email duly completed documents to clients

2. Send welcome email to clients

3. Daily AML screening

4. Send premium notices to clients, and follow up with clients

5. Forward notification received from insurers to advisers

6. Update CPD hours record

7. Life insurance commission data entry

8. Liaise with insurers, clients and advisers on outstanding matters

9. Attend to walk-in clients

10. Answering incoming calls and forwarding to relevant departments

11. Responsible for general cleanliness of the front office

DIMA (Stocks)

1. Update PC client ledgers, fund flow, securities schedule, monthly AI info

2. Generate monthly DIMA statement

3. Generate portfolio management fees invoices for DIMA clients

4. Generate invoice for stocks transaction

Requirement

· Highly proficient in Excel

· Detailed and meticulous

· Good administrative skill

· Able to work independently

· Good team player

· Good in spoken and written English

· Remuneration commensurate with experience; range: $2,500 to $3,000

We are a centrally located boutique recruitment firm experiencing strong growth. As the company scales, we are looking to bring on a Career Advisor who can help support us through the next phase of the growth and development roadmap.

Job Highlights:

• Junior/ Entry (No experience required - Training Provided)

• Senior level positions from various sectors are available

• Convenient location (5 minute to Tanjong Pagar MRT)

• Abundant personal growth and progression opportunities

• Start-up environment, welcoming workplace culture

• Stable Basic Salary + Uncapped, Attractive Sales Incentives

Job Duties:

• An integral role as a recruiter in fulfilling clients' staffing needs

• Handle full spectrum of recruitment and talent acquisition matters

• Conduct Interviews/phone screening and select potential candidates to meet clients' requirements

• Coordinate interviews between candidates and clients

• Develop connections and new business and relationship management sources with existing accounts

• Engage in networking and building relationships with business partners and jobseekers

• Ensure that the company's objectives and sales targets are met

• Other ad-hoc duties apply

Description / Requirements:

• Minimum Diploma / Degree

• Entry Level to Experienced consultants welcome (Multiple positions)

• Strong passion for recruitment and people-oriented

• Good communication and interpersonal skills

• Comfortable working in a fast-paced environment

• CEI certified would be an advantage

• Self-motivated, proactive personality, willing to work and achieve goals in a team.

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 the shortlisted candidates will be notified.

Email Address: [email protected]

Roles & Responsibilities

•To Identify target markets and sales opportunities (Foreigners and expatriates residing locally)
•Develop relationships with targeted market segments (Foreigners and expatriates residing locally)
•Build and maintain targeted client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis
•Maintain relationship with clients and prospective clients by contacting/meeting with them periodically
•Explaining/Giving advice to clients and prospective clients the types of services / investment products and the responsibilities to be taken by the Financial Services Consultant.
•Interview clients to determine their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan
•Research and investigate available insurance/investment products to determine whether they fit into financial plans of clients
•Recommend financial planning strategies to clients to achieve their financial goals and objectives
•Implement financial planning recommendations to clients or prospective clients
•Arranging contracts of insurance for clients with the company
•Collecting initial premium from clients for the company
•Maintain persistency of sales in in-force policies

Requirements

•Diploma/ Degree holder in any discipline
•Prior working experience
•Excellent interpersonal skills and leadership potential

•M5/M9,M9A,HI are advantage

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. Join us and build an exceptional experience for yourself, and a better working world for all.

EY is the most globally integrated professional services organization which encompasses a separate business unit dedicated exclusively to the financial services marketplace. Join Financial Services (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global market perspective. Aligned to key industry groups including asset management, banking and capital markets, insurance and private equity, we provide integrated advisory, assurance, tax, and transaction services to our clients.

Upon embarking on a journey with us, you will experience professional development through exposure to an array of diverse experiences, world-class learning, and individual tailored coaching. This, is how we develop outstanding leaders who endeavor to deliver on our promises to all our stakeholders, and in so doing, play a critical role in building a better working world for our people, our clients and our communities. Sounds interesting? Well this is just the beginning. Whenever you join, however long you stay, the exceptional EY experience will last a lifetime.

The opportunity

You will have the opportunity to take on responsibilities that would allow you to develop a deep and professional knowledge base in markets such as wealth and asset management, banking, insurance, private equity and capital markets.

Your key responsibilities

• Deliver quality auditing services to clients and their stakeholders
• Demonstrate a thorough understanding of complex accounting and auditing concepts and apply them to client situations
• Collaborate to plan engagement objectives and an audit strategy that complies with professional standards and appropriately address risk
• Direct field work, manage engagement economics and inform supervisors of the audit engagement status
• Monitor the engagement team's progress against the plan and alter it when needed
• Supervise junior engagement team members and develop them through effectively delegating audit tasks and providing guidance to assurance staff
• Develop and maintain productive working relationships with audit client personnel, assess audit clients' satisfaction and proactively maintain contact with the audit client throughout the year

Skills and attributes for success

• Challenge previous audit procedures in order to enhance audit techniques
• Foster an efficient, innovative and team-oriented work environment
• Strong leadership and project management skills
• Able to manage multiple engagement and deadline-drive
• Strong written and verbal communication skills
• Integrity within a professional environment

To qualify for the role, you must have

• A degree in Accounting, Finance, or a related field, obtained Singapore CPA qualification
• At least 1 years of related work experience in audit field for insurance, banking or asset management industries

Ideally, you’ll also have

Knowledge of business trends, emerging technical and industry developments

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.

Be part of a world-class financial consultancy business

Whether you're a seasoned financial consultant or an aspiring newcomer, becoming part of our client’s team gives you the freedom and support to achieve your personal potential. As of January 2024, our client boasts impressive statistics: 40% MDRT, 5% COT, and 2% TOT producers.

What to expect

• A proven lead generation workflow: Streamlined and tested, ensuring your success from day one
• Expert guidance: Benefit from the mentorship of seasoned team managers
• Tailored solutions: Recommend our suite of products and services to meet your clients' unique needs.
• Market expansion: Explore new accounts and markets, armed with effective strategies for growth

We are searching for candidates who

• Minimum 2 years in any client-facing role (Eg; sales, customer service, frontline roles)
• Previous sales experience in investment firms, IT firms, banks, or fintech companies preferred but not mandatory
• Bachelor's degree preferred
• Passionate and ambitious daily about achieving financial success

What is offered

• A basic salary on top of your commissions for the first 12-Months to help you kickstart your career
• Access to Accredited Investor Funds and expand your portfolio to HNW clients
• Comprehensive training and skill enhancement programs
• Leverage on marketing support to build your personal brand amongst your clients

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. Join us and build an exceptional experience for yourself, and a better working world for all.

EY is the most globally integrated professional services organization which encompasses a separate business unit dedicated exclusively to the financial services marketplace. Join Financial Services (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global market perspective. Aligned to key industry groups including asset management, banking and capital markets, insurance and private equity, we provide integrated advisory, assurance, tax, and transaction services to our clients.

The Extended Assurance (EA) team builds on its expertise in assessing risks and controls of financial institutions, ranging from:

• Governance, Enterprise risk management
• Environmental, Social, Governance (ESG)
• Regulatory compliance (e.g. anti-money laundering, conduct risk etc)
• Business risks (e.g. investment management, credit, payments etc)
• Operational & Technology risk management
• Emerging technology

With this, our EA team provides clients and their key stakeholders the assurance that their governance, control environment, risk management and regulatory compliance are effectively designed and operating effectively. The EA team offers this assurance through a variety of services including controls / regulatory assurance, independent assessments and internal audits.

The opportunity

You will have the opportunity to take on responsibilities that would allow you to develop a deep and professional knowledge base in markets including wealth and asset management, banking and capital markets, insurance, payment services providers and service providers to the financial institutions.

Your key responsibilities

• Deliver quality EA services to clients and their stakeholders.
• Demonstrate a thorough understanding of risk management and controls concepts and apply them to client situations.
• Collaborate to plan engagement objectives and an engagement strategy that complies with professional standards and appropriately address risk.
• Direct field work, manage engagement economics and inform supervisors of the engagement status.
• Monitor the engagement team's progress against the plan and alter it when needed.
• Supervise junior engagement team members and develop them through effectively delegating tasks and providing guidance to EA staff.
• Develop and maintain productive working relationships with client personnel, assess clients' satisfaction and proactively maintain contact with the client throughout the year.

Skills and attributes for success

• Keen interest in controls and risk management
• Foster an efficient, innovative and team-oriented work environment.
• Strong leadership and project management skills
• Able to manage multiple engagement and deadline-drive
• Strong written and verbal communication skills
• Integrity within a professional environment

To qualify for the role you must have

• A degree in Accounting, Finance, Technology, Sustainability or a related field or Certified Internal Auditor qualification
• At least 3 years of related work experience in internal or external audit field for insurance, banking & capital markets, asset management, payment industries

Ideally, you’ll also have

• Knowledge of financial sector business trends, emerging technical and industry developments.
• Knowledge of MAS regulations for financial institutions.

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

EY offers a competitive remuneration package where you’ll be rewarded for your individual and team performance. We are committed to being an inclusive employer and are happy to consider flexible working arrangements. Plus, 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.

We are a centrally located boutique recruitment firm experiencing strong growth. As the company scales, we are looking to bring on a Career Advisor who can help support us through the next phase of the growth and development roadmap.

Job Highlights:

• Junior/ Entry (No experience required - Training Provided)

• Senior level positions from various sectors are available

• Convenient location (5 minute to Tanjong Pagar MRT)

• Abundant personal growth and progression opportunities

• Start-up environment, welcoming workplace culture

• Stable Basic Salary + Uncapped, Attractive Sales Incentives

Job Duties:

• An integral role as a recruiter in fulfilling clients' staffing needs

• Handle full spectrum of recruitment and talent acquisition matters

• Conduct Interviews/phone screening and select potential candidates to meet clients' requirements

• Coordinate interviews between candidates and clients

• Develop connections and new business and relationship management sources with existing accounts

• Engage in networking and building relationships with business partners and jobseekers

• Ensure that the company's objectives and sales targets are met

• Other ad-hoc duties apply

Description / Requirements:

• Minimum Diploma / Degree

• Entry Level to Experienced consultants welcome (Multiple positions)

• Strong passion for recruitment and people-oriented

• Good communication and interpersonal skills

• Comfortable working in a fast-paced environment

• CEI certified would be an advantage

• Self-motivated, proactive personality, willing to work and achieve goals in a team.

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 the shortlisted candidates will be notified.

Email Address: [email protected]

Work-life balance, essential financial knowledge, attractive remunerations

We are looking for university students or fresh graduates in Singapore to join us as a Student Financial Advisor. Are you are looking to kickstart your career, or seeking a meaningful role while studying?

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remunerations. Fret not, training & mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

A day in the life of our Student Financial Advisor:

• Financial Strategy Development: Understanding your clients’ financial situations & goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.
• Client Networking: Establish and grow a strong client base through networking & prospecting.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from dedicated managers.
• Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.
• Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Qualifications:

• Singaporeans preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field.
• Result-oriented & highly-motivated.
• Strong interpersonal skills with a strong passion to serve.

Ideal for University Students:

• Flexible Working Hours: Suitable for students.
• Entrepreneurial Experience: Experience how to manage and grow your own business.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.
• Apply now and kickstart your career in financial advisory!