Total 2,083 financial consultant job vacancies in Singapore

FINANCIAL AND INVESTMENT CONSULTANT

Roles & Responsibilities

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial F.R.E.E.D.O.M and ensure a secure future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

Job description:

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

3. Propose solutions and planning for client investment and insurance needs.

4. Client management and retention.

5. Attend and respond to customer queries professionally.

6. Service and review financial portfolios in maintaining a long-term customer relationship.

What you get to learn:

Comprehensive and customized learning tracks according to individual development within the group, that offer structured & diverse learning modules.

Mentorship during on the job training will be provided continuously for professional development and career advancement in the financial services.

These programs are specifically designed to equip you with in-depth business knowledge, technical skills, and interpersonal skills.

You will be required to attend a number of compulsory programs; including a comprehensive business induction and other regional development program

Who thrives here?/ Requirements

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

· Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind

· Outspoken with excellent communication & interpersonal skills

· Equally motivated by working independently as well as collaborating in a team

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with you updated MS Word Resume to : k[email protected]

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)

Duration: 1 year

Location: Novena

Working Hours: Monday - Thursday 830am to 6pm; Friday 830am to 530pm

Responsibilities:

• Ensure timeliness, accuracy and completeness of period-end FA reports (e.g. Fixed Asset Stock-take report, Development Project-in-Progress (DPIP) report, and the Consolidated Fixed Asset Schedule) for management and statutory reporting and audit reviews. This includes reviewing of the asset count, performing FA reconciliation and investigating discrepancies (i.e. add, retire or rectify erroneous transactions reported by users via service requests or identified when reviewing expenditure)
• Review development expenditure to assess correct treatment of expenditures for asset capitalisation, before capitalising the assets.
• Maintain standards of excellence for FA processes by facilitating the learning of HTDs through conducting trainings, providing guidance on FA matters (i.e. ensure FA related SOPs are adhered to) and implementing process changes to strengthen governance and control.
• Participate in automation initiatives and process improvement projects (e.g. use of tools such as RPA bots or data analytics dashboards) to enhance work efficiency

Requirements:

• Degree in Accounting
• Prior experience in Audit will be an advantage
• Prior experience in using SAP will be an advantage

Interested candidate please click "APPLY" to begin your job search journey and submit your CV directly through the official PERSOLKELLY job application platform - GO Mobile.

Should you be interested in this position, please contact Mandy at 9640 2934 your resume directly for fast respond.

We regret to inform that only shortlisted candidates will be notified.

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394• Reg. R23114622 So Man Xin

Responsibilities:

• Conduct comprehensive health assessment based on InMed TCM test reports and TCM diagnosis and treatment theories
• Formulate personalized health and wellness treatment plans
• Evaluate effectiveness of customers treatment put forward recommendations for treatment formulation
• Attend to clients' enquiries on required tests, procedures and treatments.
• Oversee and manage all aspects of clinic operations, ensuring smooth and efficient workflow.

Requirements & Qualifications

• Equivalent or higher nursing / healthcare qualifications with elevant experience in a clinical healthcare setting.
• Knowledge and interest in TCM will be advantageous

工作职责

根据 InMed 中医检测报告和中医诊疗理论进行全面健康评估

制定个性化的健康和保健治疗方案，包括生活方式建议、中医疗法和诊所特定的健康解决方案。

评估客户治疗效果，提出治疗方案建议

处理客户对所需检查、程序和治疗的询问。

监督和管理诊所运营的各个方面，确保工作流程顺畅高效。

要求与资格

同等或更高的护理/医疗资格，有临床医疗相关工作经验。

了解中医并对中医感兴趣者优先考虑

• Position: Career Consultant
• Working Mode: Hybrid
• HQ Location: West gate
• Working Hours: 9am- 6pm
• Salary : $4,500 - $5,000 + incentives (Depends on experience)

Interested applicants can also send your resume to WA: +65 8827 8712 (Ms Lynne) and allow our Consultant to match you with our Clients. No Charges will be incurred by Candidates for any service rendered.

TAN LEE XIAN Reg No: R24123487

The Supreme HR Advisory Pte Ltd EA No: 14C7279

Key Responsibilities

a. Client Engagement
• Clarify and manage Job Seeker expectations of the programme including responsibilities of both parties, data protection and programme requirements in order to achieve buy-in
• Provide career consultancy support including resume tailoring, interview preparation, exploration of alternative career options, etc. according to Job Seeker needs
• Identify barriers to employment, job goals and various training needs to develop mutually agreed upon Action Plan to support Job Seeker back into employment
• Hold regular follow-up appointments to provide accountability and monitor progress on Action Plan, adjusting along the way as necessary
• Motivate, encourage and empower Job Seekers throughout their job search journey

b. Business Partnering
• Work with the business development team to communicate and value-add of company/ CMP Programme to build relationships with employers and secure new vacancies
• Understand employer business needs and partner with them to fulfil their hiring requirements by matching suitable Job Seekers accordingly
• Research and maintain up-to-date knowledge of the local labour market, employers and industry sectors

c. In-Work Support
• Support Job Seekers through their first 12 months of new employment via monthly calls to ensure sustained employment
• Assist Job Seekers with adjusting to their new work environment, troubleshooting any issues that may affect sustained employment

d. Administration & Quality
• Adhere to company, Project and WSG guidelines, policies, and procedures at all times
• Document all correspondences and support rendered to Job Seekers on CRM system
• Ensure Job Seeker details on all systems are updated in a timely and accurate manner
• Provide accurate and timely reporting on all relevant activities
• Maintain strict confidentiality of Job Seeker information in accordance to PDPA requirements

Job Requirements
• Minimum Diploma / Degree qualification
• Minimum 4 years of working experience with relevant transferable straits
• IT-savvy with the ability to pick up new systems / software
• Experience working in a customer facing environment
• Evidence of setting and achieving targets across a broad range of KPIs

Join us today if you like to have such a working environment - Unlimited growth potential, dynamic work environment and Team collaboration!

Salary: Basic + Commissions + Team Sharing Incentive
Location: Central

Job Scope:

1. Talent Scouting: Dive headfirst into the talent pool! Utilize various platforms and strategies to identify potential candidates who possess the skills and qualities our clients are seeking.
2. Candidate Engagement: Be the bridge between candidates and opportunities. Engage with potential candidates through phone calls, emails, and networking events, building strong relationships and guiding them through the recruitment process with enthusiasm and professionalism.
3. Client Collaboration: Partner with our esteemed clients to understand their staffing requirements and company culture. Collaborate closely to develop tailored recruitment strategies that meet their unique needs and drive business success.
4. Interview Coordination: Coordinate and schedule interviews between candidates and clients, ensuring a seamless and positive experience for all parties involved.
5. Market Research: Stay ahead of the curve! Conduct research on industry trends, competitor activities, and emerging job market demands to provide valuable insights and strategic recommendations to both clients and candidates.
6. Negotiation and Offer Management: Seal the deal! Facilitate negotiations between clients and candidates, ensuring mutually beneficial agreements are reached. Manage the offer process from start to finish, providing support and guidance every step of the way.
7. Continuous Learning and Development: Stay abreast of best practices in recruitment, sales, and industry trends through ongoing training and professional development opportunities.

Job Requirements:
- Min Degree in any field
- No experience required as full training will be provided

For interested applicants, please send your updated resume to: [email protected]
All candidates’ information will be treated with the strictest confidence
Melissa Zhang Zhiqi (Mezzo)
R2197564
Recruit Express Pte Ltd
99C4599

Responsibilities:

• Partner with sales teams to develop technical solutions, providing presales support and consultancy to understand client needs and translate them into viable solutions.
• Craft responses to technical specifications in Tenders and RFPs, advising on system configurations and best practices.
• Conduct product solution presentations and demonstrations, emphasizing enterprise data management technologies.
• Design and architect solutions, ensuring they align with industry standards and client requirements.
• Execute and manage Proof of Concept (POC) installations for customer evaluations.
• Facilitate seamless handover of solutions from presales to implementation teams.
• Directly engage with customers, presenting ideas and solutions persuasively.
• Maintain expertise in emerging technologies, participating in training and professional development opportunities.
• Mentor junior team members and share knowledge with the sales team to enhance technical understanding.

Qualifications:

• IT diploma with minimum 3 years in a consulting role, preferably in a Systems Integrator (SI) environment.
• Experience with virtualization solutions (e.g., VMware, Citrix) and data storage/backup technologies (e.g., Dell EMC, NetApp).
• Proficient in designing multi-tiered IT architecture solutions and familiar with leading IT solution vendors.
• Strong capability in managing IT solution projects for RFPs and Tenders, with a customer-focused and proactive attitude.
• Excellent communication and teamwork skills, with a preference for candidates with hands-on implementation experience and relevant professional certifications.

Tyson Jay Recruitment Pte Ltd | EA License No.: 16C7954

Tay Shiong Luan | EA Personnel No.: R23115166

Job ID: 19019

• Location: Tanjong Pagar
• Working hours: 9am - 6pm
• Salary: up to $9,000 (Depending on experiences)

Job Description

Our client is looking for highly motivated individual with strong business sense and analytical skill to join our expanding Strategy Consulting Team.
You will be exposed to client’s top managements from various industries and assist them in formulating a business strategy driven by data collection and our hypothetical analysis related to overseas business expansion, and business restructuring, mainly in ASEAN, India, and other Asia Pacific countries.
The job provides good opportunity to enter and grow career in business consulting industry, with the following advantages:

-Exposure not only Singapore market, but also ASEAN countries, India, and other high growth region, as well as exposure to diverse industries based on various consulting engagements.
-Exposure to CxO level of clients and to understand their issues, and support closely decision-making process.
-Responsible for deliverables as a project manager at an early stage and expected to manage internal & external project members from offices in ASEAN countries and India.
-Be a core member of a rapidly growing team, with a promising career potential as future senior management of the company.

■Responsibilities and Job Description
The Strategy Unit`s team which you will be part of it, manages a wide range of client engagements that are relevant to Strategy consulting projects, including:

-Market research, Market entry & business development, strategic planning related consulting
-Business Due Diligence, Joint venture, business partnership related support consulting

■Key Job description:
As a senior consultant, you are expected to lead project execution and lead a small team of consultants assigned
to the project, especially on the following job scope:

1) Sales
-Be a partner with CxO level of clients or internal project managers by keeping yourself abreast of business dynamics (e.g. carbon neutrality, digital transformation).
-Getting involved in a sales activity, convert potential clients by clarifying their business issues, and create a proposal to pitch new projects.

2)Execution
-Conduct analysis and formulate a strategic recommendation based on the research and business analysis results to client
-Make and present a strong and convincing business case story and strategy recommendation to client.
-Write report as deliverables to client, mainly in Microsoft Power Point
-Liaising with other office team members (Japan, Thai, Vietnam, Indonesia, India, etc) for project

Job Requirement

• Minimum 2 years relevant work experience in management consulting firm, market research firm, corporate
  planning roles, business development roles
• Business acumen with strong analytical and critical thinking skills to present solutions to complex problems
  in a logical and step-by-step manner in various industries
• Top performance in sales and execution of consulting projects or relevant strength
• Academic background in business field (accounting & finance, marketing) is an advantage
• Business level Japanese language proficiency (N2 and above) is required to communication with Japan team members and clients
• Professional mindset with high sense of responsibility toward client
• Strong attitude towards learning new things beyond his/her comfort zone
• Proficient in Microsoft Power Point and Microsoft Excel

Interested applicants, kindly send your updated resume to Joanne (R21101135) [email protected] with the email subject header "Job Application for 19019, Strategy Consulting Executive/Senior consultant".

Only shortlisted candidates will be notified, other applications will be updated to our database for future job opportunities.

By submitting any resumes or applications to Pasona Singapore Pte Ltd, you are considered to have read and agreed on the terms of our Privacy Policy, and consented to us collecting, using, retaining, disclosing your personal information to the prospective employers for their consideration.

Please find Privacy Policy Agreement from the below link.

http://www.pasona.com.sg/privacy.html

Pasona Singapore Pte Ltd

Joanne Yeo Min Qian
EA License No:90C4069

Registration No.: R21101135

Business Consultant & Project Manager implements and supports the Aircraft Maintenance and Engineering System (AMOS) at our Asia Pacific customers successfully. This position assumes the role of the project manager to assist the client project leader in ensuring the successful AMOS implementation within time, scope, and budget.

Primary contact and responsible person in AMOS implementation projects

· Oversee planning, implementation, and tracking of multiple simultaneous client projects

· Plan, schedule, monitor and report on activities related to the projects; including financial health and status of the project; all risks, issues, changes; deliverables

· Understand our customers’ requirements and suggest how best these requirements can be met by our product AMOS

· Produce business requirements specifications including analysis & re-engineering of existing business processes

· Provide business consulting in the area of MRO

· 40-60% travel to client locations worldwide

The Business Consultant is the Swiss-AS main responsible person for the Project Management oversight of AMOS implementation projects. Business Consultants provide Consulting services to existing AMOS customers to increase the customer’s AMOS Adoption.

Responsibilities:

- To hold role of primary point of contact between the customer and Swiss-AS.

- To apply project management principles to adequately manage the project communication, agreed scope, and agreed schedule.

- To ensure that customer understands and adheres to the Swiss-AS AMOS implementation project methodologies.

- To ensure that all required work streams of the project are planned and that the required internal Swiss-AS resources are allocated within the established project budget.

- To share expert knowledge and industry experience with colleagues.

- To provide input to the continuous product & software development lifecycle of the AMOS software.

What we offer

· Working in an open and cooperative environment with a motivated and friendly team

· Good professional and personal development opportunities

· Active participation in the continuous improvement of processes

· An international work environment with people from around the globe

· Ideal work-life balance

· Fringe benefits: flight discounts

Workplace & Culture

This is the place where you can work, learn, increase your knowledge about aviation, different cultures, new technologies, and still be yourself. Your work can have a significant impact on people's lives not just on the technical side but also as a human being. You can be part of a fantastic multicultural and international team with a family spirit. In this company, we love to travel, laugh, work, play, be creative, play sports, and, last but not least, help each other as a team

Aik Lee Industries Supply

Subsidiary of Allinton Engineering & Trading

The Financial Planning & Analysis (FP&A) Manager reports to the Finance Director and is involved in most, if not all, aspects of accounting and oversees the day-to-day activities of the accounting team. He/she ensures that the organisation's finance function is well organised as well as producing timely and accurate management accounts, thus achieving compliance with corporate policies and statutory requirements.

KEY ROLES AND RESPONSIBILITIES:

· Check and audit the reasonableness and completeness of the statutory report.

· Establish and maintain robust internal control systems.

· Identify the critical cost area with different business units.

· Improve the internal control systems.

· Liaise with business units to provide insights to performance and efficiency to facilitate achievement of departmental Key Performance Indicators (KPI).

· Liaise with internal and external functions to promote understanding of business performance.

· Perform analysis of revenue performance and growth, profit and loss reports, operating variances, revenue reports and key performance indicators.

· Prepare accurate and timely statutory reports.

· Prepare the management report.

Propose cost improvement to business units

ADDITIONAL INFORMATION:

• Degree in Economics or Finance & Accounting or equivalent
• Minimum 10 years of progressive experience in financial planning & analysis of which at least 3 years in a managerial role, leading a team in a sizeable company in a consumer or engineering industry
• Pleasant, eloquent with excellent communication skills
• Strong business acumen to partner with the sales/commercial teams to drive business profitability
• Teamplayer
• Good with numbers

Responsibilities

• Prepare and deliver accurate management reports, including monthly forecasts and semi-annual budgets, with variance and trend analysis for the region.
• Assist in developing budgets and forecasts, ensuring they reflect strategic goals and business priorities.
• Analyze financial performance and key metrics to identify risks and opportunities for improvement.
• Work with various departments to collect and verify financial data, ensuring accuracy and timeliness.
• Provide analysis and insights that connect financial reports to business strategies.
• Prepare ad-hoc reports and analyses as needed to support management decisions.
• Handle other tasks as required.

Requirements:

• Degree in Accounting or equivalent qualification.
• At least 3 years of relevant experience.
• Good in numbers and data.
• Proficient in MS Office including Power BI, Vlookup, Pivot Table and PowerPoint.
• Excellent communication and presentation skills to engage with stakeholders.
• Detail-oriented, organized, and a team player.
• Self-motivated and able to work independently.

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified.

Email resume to [email protected]

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724

http://www.peopleprofilers.com
EA License Number: 02C4944
Registration Number: R1872398

Posting Personnel: Ng Jwee Ken

Ref: QWR66RR9

About CapBridge

CapBridge Pte Ltd, a member of FOMO Group, is an investment and asset allocation platform for corporate and individual investors to build a portfolio of direct investments in various public and private market instrument. alongside other institutional lead investors. Combining advanced financial technologies with comprehensive service throughout the investment and development horizon, CapBridge assists in connecting and enabling cash and treasury management, and in assisting mid or late-stage high growth companies with accredited investors and strategic buyers globally across key industry sectors.

CapBridge is based in Singapore, featuring a premier geographic presence, an unparalleled legacy of growth, and superior access to the global financing markets. We seek to transform the manner in which capital is allocated and value is optimised, realized throughout an integrated digital platform. We achieve this by by:

• Syndicating and aggregating premier cash management products
• Achieve greater portfolio diversification through exclusive and proprietary private market deal flow
• Expanding access to capital for Entrepreneurs and promising high growth companies

CapBridge is well positioned through its extensive experience in developing a world-class capital markets system, championing the interests of small enterprises, entrepreneurs and high growth companies. We are currently looking for a Relationship Manager to join our distribution team. The role is based in Singapore. We offer attractive remuneration with commission and the opportunity to join a high-performance team.

Key Responsibilities:

• Client Conversion and Acquisition: Identify and convert existing client base and seek new clients and business opportunities.
• Lead Nurturing: Cultivate relationships with current leads and convert them into investment clients.
• Relationship Management: Develop and maintain strong relationships with key stakeholders and clients. Conduct client meetings to understand their needs.
• Sales and Revenue Growth: Drive sales efforts to meet revenue targets. Develop and manage sales pipelines, ensuring timely follow-ups and conversions. Prepare and present proposals and pitches to prospective clients.
• Compliance: Ensure all activities comply with regulatory requirements.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• Minimum 3 years of relevant work experience in the financial industry (preferably with a CMFAS licence holder).
• Knowledge of the Securities & Futures Act, its relevant notices and guidelines
• Proficiency in English and Mandarin is preferred to liaise with local and international clients.
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders.
• Entrepreneurial mindset with a proactive approach to identifying and pursuing new business opportunities.
• Strong analytical and strategic thinking skills, with the ability to identify and capitalize on market opportunities.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Excellent organizational and time management skills, with the ability to manage multiple priorities effectively.

Responsibilities

• Handle monthly accounting activities for loan products, investment portfolios, and perform reconciliations, ensuring accurate and timely month-end closings.
• Review and validate daily journal entries, bank reconciliations, and oversee the work of junior team members.
• Generate and submit monthly and quarterly management and statutory reports
• Address inquiries and support requests from internal and external auditors.
• Compile annual budget reports.
• Take on any additional assignments as directed by the management

Requirements:

• Possess at least a Degree in Business, Banking, Finance, or a related field.
• At least 2 years of relevant working experience in a Bank or Financial Institution
• Good team player and able to work independently.
• Good time management skills and able to meet deadlines.
• Proficient in Excel (Macro) will be an advantage

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified.

Email resume to [email protected]

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724

http://www.peopleprofilers.com
EA License Number: 02C4944
Registration Number: R1872398

Posting Personnel: Ng Jwee Ken

Ref: L4W7Y43V