Total 5,476 Others/Any financial planner job vacancies in Singapore

Position : Financial Planning Executive

Salary Range : Up to $5200

Employment type : Full time / Perm role

Work location : Suntec Office

Working hour : 9am~6pm -5 day work week

§ Monthly AHQ Report

§ Evaluation Report

§ Quarterly Workshop Report

§ AHQ MBR Report

§ Heatmap report update

§ Cash Flow Report

§ Any Ad-Hoc report upon request

§ Translation to korean

How to Apply: send your resume to: [email protected] or telegram @jocelynchan ASAP!

Jocelyn Chan| Consultant | Recruit Express Pte Ltd (Healthcare & Lifescience) Company EA Licence number : 99C4599 Personnel EA License: R1331820

Job Description

At Gilead, we’re creating a healthier world for all people. For more than 35 years, we’ve tackled diseases such as HIV, viral hepatitis, COVID-19 and cancer – working relentlessly to develop therapies that help improve lives and to ensure access to these therapies across the globe. We continue to fight against the world’s biggest health challenges, and our mission requires collaboration, determination and a relentless drive to make a difference.

We empower our leaders to step up, share ideas, listen, learn, and lead. We’re welcoming bright, diverse, and imaginative minds; we’re nurturing them to foster an environment of inclusion and growth where innovation is encouraged. We expect our people leaders to model that environment, and to focus on creating inclusion, developing talent, and enabling teams.

Every member of Gilead’s team plays a critical role in the discovery and development of life-changing scientific innovations. Our employees are our greatest asset as we work to achieve our bold ambitions, and we’re looking for the next wave of passionate and ambitious people ready to make a direct impact. Join Gilead and help create possible, together.

Gilead currently has three shared services teams in Ireland, North America and Singapore to support the worldwide business,. The Global Financial Solutions (GFS) focus is on delivering innovative financial services & solutions to achieve a better, healthier world for all people.

This role will be part of our Global Financial Solutions (GFS) team based in Singapore and offer you the opportunity to work within a culture of highly motivated, talented individuals who are dedicated to the Company's mission. We are seeking individuals from diverse backgrounds who want to work together and support each other to help make a real difference in the lives of patients - people who thrive on performing well within a challenging and fast-paced environment, living our core values of Integrity, Teamwork, Excellence, Accountability and Inclusion.

General Job Requirements:

Based in Singapore and reporting to the CN STS Lead of APAC Global Financial Solutions (GFS), this position will be responsible for the delivery of Source to Settle (STS) & Order to Cash (OTC) services mainly focusing on China market.

The customers for the STS process will be represented by Finance Business Partners of China market in Gilead and will also include the Finance and business users of the process along with Gilead suppliers.

The customers for the OTC process will be represented by the finance of China market, commercial finance and commercial operations.

STS processes include but not limited to handling of supplier’s onboarding requests, PO administration, supplier invoice processing, employees’ expense claims, Corporate Card handling, payment processing, month-end processes for APAC markets

OTC processes include but not limited to Customer and Credit Maintenance, Cash Application, Debt Collection, Credit review, Order Management, month-end processes for APAC markets

Position Specific Job Requirements:

• Able to handle STS & OTC processes in a professional manner; ability to follow up and resolve outstanding items and exceptions in a timely basis
• Contribution to the definition of service standards and continuous management of service level agreements with internal stakeholders and external vendors
• Contribution to the definition and maintenance of key performance indicators (KPIs) and the establishment of a continuous improvement culture
• Responsible for the timely preparation of the month end closing procedures for China in high quality
• Ensure financial records are in compliance with GAAP. Consistently maintains appropriate internal controls and upholds company policies & procedures including Worldwide Controller’s manual
• Interacts successfully with internal and external auditors by providing timely & accurate data and communication
• Evaluates processes and recommends & implements process improvements
• Helps develop, maintain and assess internal controls related to Gilead’s accounting and financial reporting systems
• Interacts successfully with non-financial personnel; ensure proper training and development objectives are met
• Excellent interpersonal skills - the ability to work effectively across multiple functions and different cultures
• Ability to quickly establish credibility with and influence diverse audiences
• Ability to travel to Asia as required

Knowledge, experience, competencies:

• 5+ years working experience (experience financial shared services is preferable)
• Fluency in both written and spoken Chinese & English is a MUST
• Accounting / Finance / Business degree is preferable
• ACA/ACCA/CPA qualification is preferred
• Must have a good understanding of accounting principles and practices
• Experience in interacting with external and internal auditors along with detailed knowledge and experience of SOX Compliance is preferred
• Working knowledge and experience of SAP or similar ERP product is preferred
• Proficiency with Microsoft tools (Excel, Outlook, and Word) required.
• Self-starter and able to act on own initiative
• Self-driven with high levels of integrity, excellence and teamwork.
• Excellent problem solving skills and ability to be detail oriented
• Capable of managing multiple priorities simultaneously, working under pressure and to meet strict reporting deadlines
• Excellent communication and interpersonal skills (oral, written, presentational);
• Demonstrates team work and collaborate approach to work

Shape the Future of Real Estate Investments with a Leading Firm

Are you passionate about financial risk management and ready to make a meaningful impact in the dynamic world of real estate investments? Join a prominent investment firm in the West (conveniently near an MRT station) as a Financial Risk Analyst Lead and take your career to the next level!

What Awaits You:

• Competitive Compensation: Earn up to $8,200 monthly with an attractive variable bonus.
• Permanent Role: Enjoy stability and long-term growth opportunities.
• Industry Leader: Be part of a company shaping the real estate investment landscape.

Key Responsibilities:

• Develop Advanced Risk Frameworks: Work with asset management, treasury, and finance teams to design innovative risk strategies.
• Analyze & Strategize: Perform qualitative and quantitative assessments using models like VaR and stress-testing to drive strategic decisions.
• Support Investments: Conduct independent evaluations for acquisitions and divestments, ensuring alignment with organizational goals.
• Influence Leadership: Prepare detailed risk reports and present insights to the Board and Risk Committees.

What You Bring to the Table:

• Education: Bachelor’s Degree in Business, Finance, Economics, Statistics, or a quantitative discipline.
• Experience: At least 5 years in analytical or investment-focused roles, ideally in quantitative risk management (credit, market, or liquidity).
• Expertise: Knowledge in real estate research, project financing, corporate finance, or property valuation is a plus.
• Technical Skills: Advanced Excel modeling (VBA/Python preferred) and familiarity with financial models like CAPM and VaR.
• Certifications: FRM, PRM, or CFA certification is advantageous.
• Personal Attributes: Strong analytical skills, a strategic mindset, and excellent communication abilities.

Take the Next Step in Your Career
Are you ready to elevate your career in the exciting field of real estate investment and financial risk management? Let’s make it happen!

Send your CV in MS Word format to [email protected] to explore this opportunity.

Reg No. R1983718
Triton AI Pte Ltd | License No. 21C0661

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

Shortlisted candidates will be notified very soon.

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

Shortlisted candidates will be notified very soon.

We are seeking a detail-oriented and experienced Senior Accountant (Financial Reporting) to join one of the largest oil trading companies. This role requires strong analytical skills, a deep understanding of financial reporting standards, and the ability to work in a fast-paced environment.

Key Responsibilities:

• Conduct monthly management account closings and prepare financial statements for quarterly and year-end reporting.
• Compile monthly Finance Trade book P&L statements and balance sheet schedules.
• Perform inventory reconciliation to ensure accuracy in records.
• Complete government surveys and handle various ad hoc tasks as required.
• Support and maintain accounting controls by developing and recommending relevant policies and procedures.
• Prepare and coordinate financial schedules for quarterly and annual audits.
• Document and review processes to identify areas for improvement and enhance efficiency.
• Ensure compliance with statutory and regulatory obligations.
• Handle intercompany accounts receivable and payable, as well as sales and purchase confirmations.

Job Requirements:

• Bachelor’s degree in accounting or related field with 8 years of reporting experience
• Working experience with a commodities company is a plus
• Prior audit experience is preferred
• Proficient in MS and SAP system
• Commercially focused and flexible individual
• Excellent communication and interpersonal skills

How to apply:

Submit your application by emailing a detailed copy of your updated Resume in MS Word Format to YAN JIANKAI (EA Personnel Reg. No. R22104741, Achieve Career Consultant Pte Ltd EA Licence No. 05C3451) by clicking the “Apply Now” or contact James at [email protected] or 9150 3922 for a confidential discussion.

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

Shortlisted candidates will be notified very soon.

This role is a pivotal member for Financial Planning and Analysis (FP&A) across Bridgestone Asia Pacific, India and China (BSAPIC) including Regional Head Office (RHO) Functions. The incumbent is required to support the Regional Management by leading financial reporting, forecasting, budgeting, and simulations. The incumbent will lead RHO FP&A to work closely with RHO Functions, Group Companies (GC) and Global Head Office (GHO) Finance to ensure accurate financial reporting, data-driven strategic decision-making, and alignment of financial strategies with business goals, while delivering timely, high-quality results.

Key Responsibilities

Financial Planning and Management Reporting

· Drive Management Reporting and Financial Planning cycles, including long-term strategic planning and periodic forecasting forecast, budget and Mid Term Plan.

· Develop and coordinate the BSAPIC enterprise process for forecasts, budgets, and mid/long-term plans:

1. Understand global reporting requirements and inputs needed for accurate financial figures and scenarios.

2. Propose and implement processes involving RHO Functions and GCs to meet deadlines and ensure decision-making readiness.

3. Monitor progress, identify roadblocks, and adjust plans as needed.

· Consolidate financial results and analyze financial performance of all companies and product group/channel in BSAPIC Region for Actual / Budget / Forecast.

· Create accurate and timely financial reports for senior management and key stakeholders.

Digital Transformation

· Drive digital innovation in forecasting, budgeting, and planning processes (mid-term, long-term).

· Contribute to the development of advanced financial systems for a data-driven approach.

· Design user-friendly, efficient reports accessible to users & SBU management.

· Be core member of Global projects relating to digital transformation for financial planning.

Financial Simulation and Scenario Analysis

· Design and maintain financial models for quick simulations to support decision-making for:

1. For regularly updated factor, including but not limited to volume (both sale and production), RMI, FX assumptions.

2. Plan and organize updates of factors with GHO, RHO Functions and GCs as required

3. Monitor accuracy of model and identify areas to revise and improve simulation formulas and assumptions.

Collaboration and Alignment

· Work closely with Corporate Planning Function to plan, arrange and revise if required for BSAPIC internal reporting and meeting schedules and calendar.

· Design and update Management Playbooks where required.

Leadership and Process Improvement

· Mentor and guide junior staff to enhance the finance team’s capabilities.

· Contribute to projects aimed at automating systems and streamlining processes.

· Offer financial guidance and support to Group Company Finance teams.

Job Requirements

· Bachelor’s degree in Accountancy or a professional accounting qualification.

· 10–15 years of experience in FP&A and Accounting, including at least 3 years in team leadership and regional management accounting & reporting.

· Minimum 2 years of experience in manufacturing costing and analysis.

· Exposure to multinational corporations, with a focus on the APAC region.

· Advanced proficiency in MS Excel; experience with Power BI and SAP is an advantage.

· Strong knowledge of financial concepts, accounting principles, and financial modeling techniques.

· Excellent analytical skills with the ability to interpret large datasets and communicate insights effectively.

· Fluent in English, with excellent communication and presentation skills.

· Strong planning, organizational, and detail-oriented mindset.

· A proactive and collaborative team player with a positive attitude and self-motivation.

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

Shortlisted candidates will be notified very soon.

Information: Our client is a financial advisory firm, dealing with a wide range of clients and offering professional growth for all.

Additional Information:

• Working Location: North Singapore with WFH

Responsibilities:

• Offer reliable and well-informed financial advice and reviews to help clients achieve their financial goals.
• Foster lasting relationships with both current and prospective clients.
• Leverage sales opportunities through customer events, financial assessments, and branch engagement activities.
• Expand our customer base by actively pursuing leads from our database and scheduling appointments with potential clients.
• Boost sales conversion by utilizing referrals, roadshows, collaborations, seminars and corperate solutions.

Requirements:

• No prior experience needed! On the job training will be provided!
• Diploma / A Levels and above
• Be willing to take up CMFAS certifications M5, M9, M9A, HI. Candidates with existing certificates preferred but not necessary
• Willing to travel for trainings and client meet-ups.
• Motivated by performance-based incentive structures and hardwork
• Have good interpersonal skills and passionate about helping customers
• Singaporeans only

Bonuses:

• Open communication between colleagues and managers.
• Offers flexible working hours.
• Provide one-on-one mentorship with team leaders.
• Access to an excellent learning platform for financial portfolio management.
• Opportunities for fast-tracked career progression to managerial or consulting positions
• Basic allowance and high potential commisions
• Signing bonus and performance awards
• Overseas business trips provided for
• Free cafe food and drinks at office
• Office near to MRT
• Monthly company bonding sessions

Interested applicants, please submit your application now!

We regret that only shortlisted candidates will be notified.

EA License No.: 23C1461

EA Reg. No.: R24120207 (Soh Yan Cheng Andrew)

By submitting your personal information and/or resume, you are deemed to consent to CareerVisors Pte. Ltd. to collect, use and disclose your personal information and/or resume to prospective employers/companies for the purposes of employment.

Responsibilities

• Oversee the preparation of financial statements, audit documentation, ESG sustainability reports, and variance analysis to meet reporting deadlines.
• Lead forecasting, budget planning, and cost management while providing actionable financial insights.
• Ensure compliance with accounting standards, corporate governance, and regulatory requirements, including GST, MAS reporting, and SGX announcements.
• Manage liquidity, oversee cash flow, authorize payments, and review reconciliations for accuracy.
• Coordinate with external auditors, tax agents, and bankers for year-end audits and tax filings.
• Develop and implement financial policies, procedures, and internal controls to enhance operational efficiency.
• Identify and drive process improvements in reporting, budgeting, and financial systems.
• Support ad-hoc assignments, including system implementation projects.

Requirements:

• Degree in Finance, Accountancy, or equivalent, with CA, CPA, or ACCA certification.
• At least 5 years of relevant experience working in a Bank or Financial Institution.
• Strong knowledge of SFRS and Singapore tax regulations.
• Advanced proficiency in Microsoft Office, excellent analytical skills, and leadership abilities.

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: L6Y9V6XR

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

• Generate Accurate Invoices: Prepare and issue invoices to customers, ensuring that the charges are correct and reflect the agreed-upon terms and services.
• Monitor Payments: Keep track of payments received and monitor accounts for any overdue payments. Follow up with customers as needed to ensure timely payment.
• Resolve Billing Issues: Address any discrepancies or queries related to billing, working closely with customers and internal teams to resolve them promptly.
• Stakeholder Communication: Communicate effectively with stakeholders across the organization to gather requirements, provide updates, and align system capabilities with business needs.
• Maintain Records: Keep detailed records of all customer master files and billing activities, including invoices issued, payments received, and any adjustments made
• Customer service: Handle customer inquiries and disputes related to billing, providing customer support and resolving issues promptly.
• Reporting: Support month-end and year-end close processes, ensuring all billing-related entries are accurate and complete, with compliance to revenue policies and regulations.
• Collaborate with Other Departments: Work closely with other departments to deliver timely billings and receipting and streamline the billing and collection process.
• System Implementation and Upgrades: Participate in the planning and execution of billing and collection system implementations and upgrades, ensuring minimal disruption to daily operations.
• Process Optimization: Analyze current billing processes to identify areas for improvement and work with IT to develop solutions that enhance efficiency and accuracy.
• User Acceptance Testing (UAT): Coordinate and conduct UAT for new systems or features, ensuring they meet business requirements and function correctly before full deployment.

• Diploma/Degree in Accountancy, Business, or a related discipline, or individuals currently pursuing CA qualifications with ISCA.
• Recent graduate with relevant competencies may be considered.
• Experience with system changes implementations and UAT.
• Proficient in MS Office, particularly Excel, and experience with financial software and databases.
• Knowledge and hands-on experience in any of the major accounting software (SAP, Oracle etc.).
• Excellent communication, problem-solving, and analytical skills.
• Strong interest in data management, RPA and data analytics.
• Familiar with BI tools (e.g. Qlik sense, Power BI, Tableau, RPA) has an added advantage.
• Ability to prioritize and manage multiple responsibilities.
• Detail-oriented with a focus on accuracy and quality.
• Interesting personality with can-do spirit.

#LI-XL1

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.

Position: Wealth Executive

Location: Henderson Road
Working Day: Flexible
Working Hours: Hybric work
Salary: $3,000 Monthly Allowance + Commission

We have a track record of successfully nurturing entry-level planners, paving the way for them to establish robust careers from the very start. Our proven and meticulously structured ecosystem has propelled newcomers to remarkable heights within their first year. Join us, and experience a transformative journey supported by the tools and guidance necessary to elevate your career to unprecedented heights.

• Proven Track Record: Join a team with a consistent track record of guiding entry level consultants towards quantum growth in production and earnings within the first year of joining.
• Compensation Package: We offer a fair compensation package to ease your transition into the FA team, ensuring you are well-rewarded for your efforts.
• Recognition: Experience success and walk amongst giants with a cohort comprising 40% Million Dollar Round Table (MDRT) qualifiers, numerous Court of Table (COT) qualifiers and 2 Top of Table (TOT) qualifiers.
• Proprietary Platforms: Differentiate yourself from industry peers by leveraging our exclusive platforms, offering you unparalleled opportunities to expand your clientele and network.

Unique Selling Points (USPs) of Company:

• Transformation and Empowerment: We have the ability and a proven track record of propelling newcomers to remarkable heights within the first year.
• Guidance for Excellence: Benefit from the company ecosystem and guidance, propelling you to excel.
• Mentorship Opportunities: Gain insights from experienced consultants through our mentorship programs, fostering your personal and professional growth.
• Fair Compensation: Enjoy a fair compensation package to support your transition and reward your hard work.
• Client Acquisition Platform: Never worry about shortage of leads; we provide a robust client acquisition platform for you to build your clientele.
• Comprehensive Training: Benefit from extensive training programs that will equip you with the knowledge and skills necessary to excel in wealth management, financial advisory, business owner planning, estate planning, property advisory, re-financing and more.
• Allowance Schemes: Take advantage of our monthly allowance schemes to provide stability of income while you grow your career.
• Business Essentials: Receive state of the art IT tools and our proprietary applications that will help you navigate the required administration and paperwork with ease.

Who We Welcome:

• Entry-level candidates eager to excel in the financial advisory field and helping clients achieve their financial objectives.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively within a team.
• Eagerness to learn and adapt in a fast-paced and evolving industry.

Requirements:

• Candidate must possess at least full A levels/ Diploma/ Degree
• Possess certifictate - M5 M9 M9A Hi

Interested Personal kindly contact WhatsApp :+65 8833 7969(Lydia)

OR

Email to : [email protected]

Lydia Chieng Zhi Yee Reg No: R1988890

The Supreme HR Advisory Pte Ltd EA No: 14C7279

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

Shortlisted candidates will be notified very soon.

As part of the Medical Social Services team, you will be responsible for the counseling of patients on the use of CPF (Central Provident Fund) Medisave accounts, apply governmental financial assistance schemes to assist patients in need, explain chronic care management packages available at our polyclinics, process case documents and write social reports to facilitate the financial applications. You will also conduct peer’s audit check on Medicare Assistance, ensure proper documentation, filing and safekeeping of Medisave Authorization Form (MAF) for patients and perform daily reconciliation of MAF (Medisave Application Form) to the Medisave sign-up cases in the clinic system. You will be required to provide assistance and support to the Medical Social Workers in social service case management for patients in need at the polyclinic.

You are also required to perform any other responsibilities as assigned by the supervisors.

Requirements:

• Possess a Diploma / Higher NITEC / A-Level
• At least 1 to 2 years of customer service experience
• Pleasant personality with excellent communication and interpersonal skills
• Meticulous and have an eye for numbers
• Experience in the social service sector and/or counselling will be an advantage

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

Shortlisted candidates will be notified very soon.

(Please note, this will be a paternity cover role only for 8 - 10 weeks)

Key Responsibilities:

• Subject Matter Authority: Become the subject matter expert for all FP&A activities related to the Global Design & Construction division, including budget, forecasts, and actualization.
• Labor Allocation Coordination: Oversee quarterly labor allocation and bookings, ensuring accurate financial reporting and resource management.
• Monthly and Quarterly Reporting: Prepare detailed monthly and quarterly financial reports for key partners and executive management, providing valuable insights to support decision-making.
• Process Improvement: Actively review and identify opportunities to improve the speed and timeliness of FP&A activities, while maintaining accuracy and enhancing efficiency.
• Cross-Functional Partnerships: Develop strong partnerships with leaders across various business functions to understand financial opportunities and risks, ensuring that FP&A is aligned with organizational goals.
• Special Projects Support: Assist with special projects that support corporate, global, and local finance initiatives, helping drive business outcomes through strategic financial analysis.

Qualifications:

• Education: Bachelor's degree in Finance, Accounting, or a related field is preferred. An MBA is a plus.
• Certifications: CPA or CFA certification preferred.
• Experience: A minimum of 5+ years of experience in finance or a related field, with demonstrated expertise in financial planning, analysis, and reporting.
• Technical Skills: Proficiency in MS Excel (pivot tables, formulas, etc.) is essential. Experience with Hyperion for financial management is required (minimum of 2 years).
• Analytical Abilities: Strong analytical skills with the ability to synthesize financial data into actionable insights for executive decision-making.
• Communication Skills: Exceptional communication skills, with the ability to collaborate effectively with senior leadership and cross-functional teams.

Responsibilities

• Evaluate loan applicants by conducting in-depth credit assessments and analysing financial stability, repayment capacity, and overall creditworthiness.
• Maintain a proactive approach to addressing credit risks and delinquencies by implementing suitable remedial actions when necessary.
• Build strong relationships with SME clients, ensuring their inquiries, concerns, and requests are addressed effectively.
• Collaborate closely with internal teams, including credit analysts and legal staff, to ensure accurate and timely loan documentation and processing.
• Develop tailored financial solutions by gaining a thorough understanding of clients' industries, market trends, and unique business needs.
• Identify and source new lending opportunities within the SME segment through lead generation and prospecting activities.
• Oversee a portfolio of SME loans, monitoring repayment behavior, compliance with agreements, and overall loan performance.
• Guide clients through the loan application process, assisting with documentation preparation and ensuring a smooth approval and disbursement experience.

Requirements:

• At least 1 year of experience in business development for SME Loans in a financial institution or broker.
• Proven success in managing SME loan portfolios, achieving lending targets, and mitigating credit risks effectively.
• Excellent communication and interpersonal skills
• Ability to establish rapport with clients and stakeholders and negotiate effectively.

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: L739Y773

Location: Singapore
Company: Summit Planners Crusaders Pte Ltd
Employment Type: Full-Time

About Us

Summit Planners Crusaders Pte Ltd is a premier One-Stop Integrated Financial Services Provider, dedicated to delivering innovative and tailored solutions to individuals and businesses. Our comprehensive services include wealth management, insurance, estate planning, and investment advisory.

We are looking for an ambitious and experienced Relationship Manager Team Lead to lead, inspire, and grow a high-performing team. If you have a proven track record in leadership, exceptional sales skills, and a passion for driving client success, this is your chance to take your career to new heights in a dynamic and rewarding environment.

Your Role

As a Relationship Manager Team Lead, you will lead a team of Relationship Managers, foster strong client relationships, and drive business growth through innovative strategies and solutions.

Key Responsibilities

• Team Leadership & Development: Lead, mentor, and motivate a team of Relationship Managers to achieve individual and team targets.
  Provide guidance, training, and performance reviews to ensure continuous professional growth.
  
• Strategic Business Growth: Develop and implement strategies to drive client acquisition and business expansion.
  Monitor team performance and identify opportunities to improve results and productivity.
  
• Client Relationship Management: Build and maintain long-term relationships with high-net-worth clients.
  Ensure exceptional client satisfaction by delivering personalized wealth management solutions.
  
• Wealth Management & Advisory: Provide expert guidance on financial planning, investments, insurance, and estate planning.
  Review and optimize client portfolios to align with their financial goals.
  
• Entrepreneurial Mindset: Lead with innovation and take ownership of challenges to achieve extraordinary outcomes.
  Inspire a culture of excellence, accountability, and collaboration within your team.
  
• Compliance & Market Expertise: Stay updated on financial markets, products, and regulatory guidelines.
  Ensure the team operates with the highest ethical standards and compliance.
  

What You Bring

• Educational Qualifications: Minimum Polytechnic Diploma or higher.
  
• Experience & Expertise: At least 2 years of experience leading and managing a team.
  Strong background in financial services, wealth management, and business development.
  Proven track record in achieving sales targets and driving team success.
  
• Skills & Attributes: Entrepreneurial mindset with a love for challenges and innovation.
  Exceptional interpersonal and communication skills to inspire trust and build relationships.
  Leadership capabilities to mentor and motivate a team toward excellence.
  Strong sales and business development skills with the ability to identify growth opportunities.
  
• Certifications: CMFAS certification is mandatory.
  

What We Offer

• Attractive Compensation: Competitive salary with performance-based bonuses.
• Incentive Trips: Yearly trips to reward and celebrate success.
• Recognition: Awards and accolades for outstanding achievements.
• Career Growth: Opportunities for professional development and leadership advancement.
• Supportive Culture: A dynamic, innovative, and team-oriented environment that fosters success and collaboration.

Why Join Us?

At Summit Planners Crusaders, we don’t just offer a job—we offer a platform for leadership, growth, and impact. As a Relationship Manager Team Lead, you will have the opportunity to inspire a team, build meaningful client relationships, and make a difference in people’s lives. Join us and unlock your full potential in a career that rewards your passion and dedication.

Ready to lead, inspire, and succeed? Apply today!

Responsibilities

• Oversee the preparation of financial statements, audit documentation, ESG sustainability reports, and variance analysis to meet reporting deadlines.
• Lead forecasting, budget planning, and cost management while providing actionable financial insights.
• Ensure compliance with accounting standards, corporate governance, and regulatory requirements, including GST, MAS reporting, and SGX announcements.
• Manage liquidity, oversee cash flow, authorize payments, and review reconciliations for accuracy.
• Coordinate with external auditors, tax agents, and bankers for year-end audits and tax filings.
• Develop and implement financial policies, procedures, and internal controls to enhance operational efficiency.
• Identify and drive process improvements in reporting, budgeting, and financial systems.
• Support ad-hoc assignments, including system implementation projects.

Requirements:

• Degree in Finance, Accountancy, or equivalent, with CA, CPA, or ACCA certification.
• At least 5 years of relevant experience working in a Bank or Financial Institution.
• Strong knowledge of SFRS and Singapore tax regulations.
• Advanced proficiency in Microsoft Office, excellent analytical skills, and leadership abilities.

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: L6Y9V6XR

The Company

Our client, a leading company in the Financial Services sector, is seeking to hire an Executive Assistant to manage both secretarial and administrative responsibilities.

The Role

The successful candidate will provide essential secretarial support to a team of managers. Key duties will include travel arrangement, handling visa applications, managing expense claims, overseeing calendar scheduling, managing email correspondence, and coordinating meeting room bookings. In addition, this role will support office administration, including ordering office supplies, organizing annual office events, and assisting with any ad-hoc tasks as needed.

Your Profile

To be considered for this role, candidates should have a minimum of 5 years of relevant experience. Proficiency in Microsoft Office is required, and the ideal candidate will be a collaborative team player with strong interpersonal and communication skills. Attention to detail, excellent time management, flexibility, and the ability to multitask are essential traits for success in this role.

Apply Today

Please send your resume, in WORD format only and quote reference number Ref No SK13126753, by clicking the apply button. Please note that only short-listed candidates will be contacted.

Robert Half International Pte Ltd. Co. Registration no.: 200612189E | EA Licence no.: 07C5595 | Susan Koh EA Registration no.: R1107882

Responsibilities

• Evaluate loan applicants by conducting in-depth credit assessments and analysing financial stability, repayment capacity, and overall creditworthiness.
• Maintain a proactive approach to addressing credit risks and delinquencies by implementing suitable remedial actions when necessary.
• Build strong relationships with SME clients, ensuring their inquiries, concerns, and requests are addressed effectively.
• Collaborate closely with internal teams, including credit analysts and legal staff, to ensure accurate and timely loan documentation and processing.
• Develop tailored financial solutions by gaining a thorough understanding of clients' industries, market trends, and unique business needs.
• Identify and source new lending opportunities within the SME segment through lead generation and prospecting activities.
• Oversee a portfolio of SME loans, monitoring repayment behavior, compliance with agreements, and overall loan performance.
• Guide clients through the loan application process, assisting with documentation preparation and ensuring a smooth approval and disbursement experience.

Requirements:

• At least 1 year of experience in business development for SME Loans in a financial institution or broker.
• Proven success in managing SME loan portfolios, achieving lending targets, and mitigating credit risks effectively.
• Excellent communication and interpersonal skills
• Ability to establish rapport with clients and stakeholders and negotiate effectively.

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: L739Y773

Job Responsibilities

As a Mortgage Specialist within the Core Banking business, you will be responsible for developing UOB’s mortgage loans portfolio while providing excellent end-to-end loan advisory to our customers. You are expected to achieve individual sales targets while ensuring accurate and timely completion of the entire sales and compliance process. Specific responsibilities include:

• Provide loan advisory and solutions to meet the property financing needs of UOB’s retail customers
• Acquire new customers through cold-calling, referrals, and active participation in road shows
• Develop strong alliances with property agents, lawyers, and developers to build a strong base of referrals
• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies and business processes

Job Requirements

• A recognised University Degree/Diploma
• Prior experience in property and/or consumer mortgage sectors is highly preferred
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Proven ability to exceed sales target
• Resourceful and able to work with minimal supervision
• Candidates may be required to work on weekends

The temp staff will assist with Singapore Annual Asset Management Survey, analyse data and research on strategy for developing Singapore's asset management industry (e.g. hedge fund, private credit ecosystem).

Job Requirements :

• Good writing and communication skills;
• Good interpersonal skills and strong team player;
• Careful and meticulous worker;
• Knowledge of MS Office;
• Have some experience in data analytics and research work;
• Able to commit for a period of 6-months starting from January 2025

Job Posting: Financial Analyst (Full-Time)

Location: Tuas
Salary: $4,500 - $5,500/month (max) + $500 transport allowance
Bonus: 1-month AWS + 2-month VB
Transport Pick-Up Points: Jurong East, Boon Lay, CCK, Woodlands, Tampines, Sengkang, Bishan, Paya Lebar, Yishun

Job Details

Work Arrangement:

• 5-day work week (office hours)

Key Requirements:

1. SAP Experience: Mandatory.

Role Overview

The Financial Analyst role focuses on detailed planning and analysis of the income statement, improving business performance and forecast accuracy, and contributing to critical decision-making for Pfizer’s management.

As part of the team, your insights will be instrumental in monitoring business performance, ensuring compliance, and enhancing efficiency.

Responsibilities

Financial Planning & Analysis (FP&A)

• Lead FP&A activities: Annual budget preparation, quarterly forecasting, and movement analysis for operational spending.
• Prepare monthly reports for senior leadership, including spending trends and variance analysis.
• Conduct monthly/quarterly reviews for financial adjustments and ensure accurate reporting on intercompany allocations.

Spending Management

• Collaborate with cost center owners to provide detailed spending analysis and address queries.
• Act as the Subject Matter Expert for Jedox Planning and Forecast systems.
• Monitor key balance sheet accruals, including operational spending and expatriate costs.
• Drive continuous improvements for budget processes and accrual accuracy.

Financial Reporting

• Estimate and reconcile Viatris recharges under the Tuas tolling model.
• Support financial audits, including internal and external audits on spending variance and P&L commentaries.

Compliance and Coordination

• Liaise with Global Business Services (GBS) on invoicing, billing, and government surveys.
• Ensure compliance with GAAP, internal controls, and regulatory requirements.

How to Apply:
Please send your resume to: