Total 15 Fresh/Entry Level financial planner job vacancies in Singapore

Working location: Orchard

Working hours: 10am to 6pm (Monday to Friday)

Are you a detail-oriented and creative individual who thrives in a fast-paced environment? Join us as an Events Planner and bring memorable experiences to life, from conception to execution.

• Plan, coordinate, and execute events such as corporate meetings, conferences, product launches, and celebrations
• Work closely with clients to understand their needs, objectives, and budgets, ensuring each event exceeds expectations
• Source, negotiate, and manage relationships with venues, caterers, decorators, and other event vendors
• Prepare and manage event budgets, ensuring cost efficiency without compromising on quality
• Create detailed event timelines and ensure all milestones and deadlines are met
• Oversee event setup, manage logistics, and troubleshoot issues on the event day to ensure flawless execution
• Collaborate with marketing teams to promote events and manage attendee registration or ticketing processes
• Conduct post-event assessments, including feedback collection and reporting, to continuously improve processes

Why Join Us?

• Be part of a dynamic team that creates unique and impactful events
• Opportunity to work on diverse projects that challenge and inspire creativity
• Competitive salary and perks, with clear career growth opportunities
• A vibrant and collaborative work environment where your ideas matter

REQUIREMENTS

• Minimum Diploma and above
• Exceptional organizational and multitasking skills with attention to detail
• Strong communication and negotiation skills to work effectively with clients and vendors
• Ability to think on your feet and solve problems under pressure

Turn your passion for creating unforgettable experiences into a fulfilling career. Apply now and let’s create extraordinary moments together!

EA Reg. Number: R21100629

EA License Number: 22C1278

Working location: Orchard

Working hours: 10am to 6pm (Monday to Friday)

JOB DESCRIPTION

• Manage the full event lifecycle, from initial concept development to execution. This includes creating event budgets, selecting venues, and managing suppliers
• Act as the primary point of contact for clients, understanding their needs and translating them into successful event plans. Build and maintain strong relationships with clients to ensure repeat business
• Oversee event logistics, including seating arrangements, catering, transportation, and on-site coordination to ensure everything runs smoothly
• Develop creative themes and designs for events that align with the client's brand and objectives. Coordinate decor, entertainment, and other aesthetic elements to enhance the event experience
• Negotiate contracts with vendors, such as caterers, decorators, and suppliers, to obtain the best value and quality for events
• Monitor event expenses, track costs, and ensure that events are executed within the allocated budget
• Assist in promoting events through social media, email invitations, and other marketing channels. Maintain a database of contacts and potential clients
• Handle any challenges that arise during the planning and execution stages, ensuring a seamless experience for clients and attendees
• Conduct post-event evaluations with clients to assess the success of the event, gather feedback, and use insights for future events
• Stay updated with industry trends and best practices, attending relevant conferences and workshops to enhance skills and knowledge

JOB REQUIREMENTS

• Minimum Diploma and above
• Strong attention to detail and organisational skills to manage complex event logistics
• Flexibility to adapt to changing priorities and last-minute adjustments in event plans
• Entry level candidates are welcome to apply, training will be provided

EA Reg. Number: R21100629

EA License Number: 22C1278

Location: Upper Changi

Salary up to $4000

1 Year Contract

Job summary:

The client is in Semi-conductor industry, currently they are looking for an Supply Chain Planner to plan, schedule and monitor of materials related to the production cycle. This role will involve material management, movement, import and export. Additionally, this role will need analytic skills to forecast the demand and supply to meet business needs.

Job Duties:

• Plans, schedules and monitors the movement of material through the production cycle.
• Utilizing SAP for inventory management in warehouse
• Determines material requirements from engineering and production schedules.
• Coordinates the efficient movement of materials with purchasing, production and engineering
• Plans and schedules and monitors determine required materials purchases.
• Liaise with production team to ensure sufficient inventory and required materials for business
• Ensures material standards are met and non-conformances or variances are approved and/or minimized.

Requirements:

• Experience in SAP/ERP System
• 3 Years of experience in supply/demand planning
• Great interpersonal skills
• Forecasting, budgeting and data visualizations
• Bachelor OR Diploma holder in logistics or supply chain management with 3 years' experience in supply chain functions

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E EA License No. 01C4394 • EA Registration No. R21103542 (Ling Kai Jin)

By sending us your personal data and CV, you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for account creation in GO and the purposes set out in the Privacy Policy https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with GO’s Terms of Use https://go.persolkelly.com/Tacand the Privacy Policy. If you wish to withdraw your consent, please email us at [email protected]. Please feel free to contact us if you have any queries.

About the role:

As a Financial Planning Associate on our Management Trainee Path, you will receive comprehensive training and hands-on experience in all aspects of financial planning, including budgeting, investment strategies, risk management, retirement planning, and client advisory. You will have the opportunity to work closely with our agency leaders, participate in cross-departmental projects, and gain exposure to strategic decision-making processes.

The goal is to prepare you for a future leadership position within the company, helping you transition into a managerial role within 18-24 months, depending on your progress.

Key Responsibilities:

• Acquiring clients and providing ongoing service to build and maintain long-term, sustainable relationships.
• Assist in creating financial plans for individuals and businesses, considering their long-term goals, risk tolerance, and financial situation.
• Support clients with risk management, wealth accumulation, retirement and legacy planning.
• Conduct market research and stay up-to-date with the latest financial trends and regulatory changes.
• Attend training sessions, workshops, and leadership development programs to accelerate your career growth.
• Take on increasing responsibility, including managing client accounts and leading projects as you progress through your career.

Requirements:

• Singaporean or Singapore Permanent Residence Only.
• At least 21 years old (regulatory requirement).
• Full diploma of at least 2.5 years or 900 hours of coursework, GCSE ‘A’ Level certificate or a degree holder.
• Local polytechnic diploma or Bachelor Degree or higher.
• Required to take 4x CMFAS Papers: RES5, M9, M9A, Health Ins (HI) (Training will be provided)
• Strong communication and interpersonal skills, ambitious and hard-working.
• Able to work independently and as part of a team.

JOB DESCRIPTION

• Serve retail customers and advise them on various personal banking and financial products and services based on their needs
• Engage customers through branch banking touch points, tele-appointments, and/or outreach programs
• Provide Financial planning advices to the customers and identify suitable financial solutions offered by the bank to meet their financial goals
• Have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting businesses
• Professionally and deliver service standards as prescribed by the Bank service values
• Achieve a balanced scorecard set by the company
• Ability to execute and ad-hoc duties as assigned by the Branch in charge

JOB REQUIREMENTS

• Possess a Diploma/Degree in any discipline or equivalent experience

EA Reg. Number: R21100629

EA License Number: 22C1278

Location: Upper Changi

Salary up to $4000

1 Year Contract

Job summary:

The client is in Semi-conductor industry, currently they are looking for an Supply Chain Planner to plan, schedule and monitor of materials related to the production cycle. This role will involve material management, movement, import and export. Additionally, this role will need analytic skills to forecast the demand and supply to meet business needs.

Job Duties:

• Plans, schedules and monitors the movement of material through the production cycle.
• Utilizing SAP for inventory management in warehouse
• Determines material requirements from engineering and production schedules.
• Coordinates the efficient movement of materials with purchasing, production and engineering
• Plans and schedules and monitors determine required materials purchases.
• Liaise with production team to ensure sufficient inventory and required materials for business
• Ensures material standards are met and non-conformances or variances are approved and/or minimized.

Requirements:

• Experience in SAP/ERP System
• 3 Years of experience in supply/demand planning
• Great interpersonal skills
• Forecasting, budgeting and data visualizations
• Bachelor OR Diploma holder in logistics or supply chain management with 3 years' experience in supply chain functions

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E EA License No. 01C4394 • EA Registration No. R21103542 (Ling Kai Jin)

By sending us your personal data and CV, you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for account creation in GO and the purposes set out in the Privacy Policy https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with GO’s Terms of Use https://go.persolkelly.com/Tacand the Privacy Policy. If you wish to withdraw your consent, please email us at [email protected]. Please feel free to contact us if you have any queries.

Working location: Alexandra

Working hours: 10am to 6pm (Monday to Friday)

Key Responsibilities:

• Strategic Business Planning: Assist in the development and execution of business plans to achieve company goals and objectives
• Market Analysis: Conduct in-depth market research to identify trends, opportunities, and competitive insights for informed decision-making
• Data Analysis and Reporting: Analyze financial and operational data, providing actionable recommendations to optimize business performance
• Resource Allocation: Support the allocation of resources, ensuring efficient utilization to meet project timelines and objectives
• Collaboration Across Departments: Work closely with cross-functional teams, including marketing, finance, and operations, to align business strategies
• KPI Monitoring: Track and evaluate key performance indicators to ensure alignment with business targets and identify areas for improvement
• Process Optimization: Identify inefficiencies in workflows and contribute to the development of solutions to enhance productivity
• Presentation Preparation: Prepare professional presentations and proposals for internal and external stakeholders
• Risk Assessment: Assist in identifying business risks and help develop strategies to mitigate potential impacts
• Project Coordination: Support the planning, execution, and monitoring of strategic business initiatives and special projects

JOB REQUIREMENTS

• Minimum Diploma and above
• Strong analytical and problem-solving skills with attention to detail
• Excellent communication and presentation skills
• Ability to manage multiple projects and meet deadlines in a fast-paced environment
• A proactive mindset with a passion for driving business success

Job Highlights

• Career Growth: Clear progression opportunities within the company’s strategic planning and management teams
• Training and Development: Gain access to structured training programs and mentorship from industry professionals
• Competitive Compensation: Attractive starting salary and performance-based incentives
• Dynamic Work Environment: Be part of a collaborative and fast-paced team driving business success
• Skill Building: Develop expertise in business analytics, strategy formulation, and project management

EA Reg. Number: R21100629

EA License Number: 22C1278

Salary: up to $2300

Duration: 6 months

Working Days & Hours: Monday to Friday office hrs

Location: Raffles Place

Job Description:

Manage all incoming documents via Hardcopy and Emails

• Upload claim documents to the imaging system

• Create all Claims Notification in operating systems

• Assist in replying Internal and External Emails when creating Claims Notification

• Review all Annuity Medical Claims for Assessor to approve

• Manage all Severe Disability Claims Review

• Perform routine search for claims investigation ie email and call

• Print and sort correspondences with cheques (if any) for enveloping

• Provide administrative support on ad-hoc matters as and when needed

Job Requirements: Min GCE A Level / Diploma in any course

Interested candidates, please submit your resume to: [email protected]

Ally Audrey Lok Xin Woon

Recruit Express Pte Ltd (Healthcare & Lifescience)

Company EA Licence number : 99C4599

Personnel EA License: R21102307

[email protected]

A career that makes a difference

Whether you are just beginning your career or an experienced professional looking for a change.

If you are looking for an entrepreneurial role with flexibility and unlimited income potential, join us to discover more about the career as a Financial Advisor.

Key responsibilities:

• Assess clients’ financial situation to develop strategies to help client meet their financial goals.
• Provide advice on insurance to help companies and individuals plan for their financial futures.
• Help clients with financial planning in areas such as retirement, education, and investments with our full product suite.
• Review and follow up with clients on a regular basis to assess how developments in their life might affect their financial plan.
• Preparing and interpreting financial document summaries, investment performance report and income projections for clients.
• Build and maintain effective relationships with existing clients.

Benefits & Rewards

Training and professional development

We’ll help you gain the certifications, soft skills, and knowledge you need to succeed while supporting your growth with structured courses and trainings. Our dedicated managers will constantly be there to guide you through your developmental journey.

Funding Programme

We provide a structured corporate financing scheme for the first 24 months of your career to fast-track your success.

Rewards

Work hard and play hard with us as we incentivize our top performers.

Flexible incentive structure

Enjoy unlimited potential income through our multi-layered incentive structure that includes commissions, quarterly performance-based incentives, annual bonuses, and great incentive trips.

Qualifications

To join us as a Financial Advisor, you should:

• Have obtained a diploma or degree in any field
• Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
• Have good interpersonal skills and be passionate about helping customers achieve greater financial competency

Working location: Orchard

Working hours: 10am to 6pm (Monday to Friday)

Are you a detail-oriented and creative individual who thrives in a fast-paced environment? Join us as an Events Planner and bring memorable experiences to life, from conception to execution.

• Plan, coordinate, and execute events such as corporate meetings, conferences, product launches, and celebrations
• Work closely with clients to understand their needs, objectives, and budgets, ensuring each event exceeds expectations
• Source, negotiate, and manage relationships with venues, caterers, decorators, and other event vendors
• Prepare and manage event budgets, ensuring cost efficiency without compromising on quality
• Create detailed event timelines and ensure all milestones and deadlines are met
• Oversee event setup, manage logistics, and troubleshoot issues on the event day to ensure flawless execution
• Collaborate with marketing teams to promote events and manage attendee registration or ticketing processes
• Conduct post-event assessments, including feedback collection and reporting, to continuously improve processes

Why Join Us?

• Be part of a dynamic team that creates unique and impactful events
• Opportunity to work on diverse projects that challenge and inspire creativity
• Competitive salary and perks, with clear career growth opportunities
• A vibrant and collaborative work environment where your ideas matter

REQUIREMENTS

• Minimum Diploma and above
• Exceptional organizational and multitasking skills with attention to detail
• Strong communication and negotiation skills to work effectively with clients and vendors
• Ability to think on your feet and solve problems under pressure

Turn your passion for creating unforgettable experiences into a fulfilling career. Apply now and let’s create extraordinary moments together!

EA Reg. Number: R21100629

EA License Number: 22C1278

Salary: up to $5000

Duration: 1 year contract

Working Days & Hours: Mon-Fri Office Hours

Location: Tampines

Job Description:

1. Act as an internal controller under the Operational Permanent Control (OPC) framework for Wealth Management covering both Hong Kong & Singapore, following the control guidelines and methodologies provided by the Group / Head Office / Regional OPC management.
2. Perform Key Surveillance Points (KSP controls) related to the selling process of financial instrument in compliance with the Control Plan, under the supervision of the Domain Lead.
3. Collate raw data & information and gather relevant information from internal stakeholders to perform the preparatory works (i.e. data analysis, sampling selection, test steps conduct the tests and data analysis to assess the adequacy and effectiveness of the system of the internal controls.
4. When performing KSP controls, assess the quality of the internal processes and procedures in relation to the subject matter covered by the KSPs, adopting a risk-based approach. Ensure the consistency and compliance of operational activities falling under the scope of the KSPs. Analysis work will involve making reference to internal policies, information from various internal sources (including IT systems), previously detected cases / escalated alerts. For cases requiring further clarification, the controller is required to communicate with the relevant internal stakeholders to obtain previsions or justifications.
5. In case of detection of breaches with internal processes and procedures, investigate the root cause of the deviation and propose relevant remediation actions, in collaboration with the internal stakeholder involved as well as the Domain Lead.
6. Ensure proper and detailed documentation of the control preparation (including sampling), execution and results.
7. Provide regular reporting to the Domain Lead, the Head of Permanent Controls WM APAC, the Head of Conduct & Control WM APAC and the management of WM APAC on the overall level of risk and outcome of KSP controls.
8. Provide subject matter expertise on specified KSP themes and contribute to the management and maintenance of Control Methodology documentations, Coversheets, and other internal guidelines/documents.

Job Requirements: Min Degree in Accountancy or similar w min relevant audit internship experience in big 4

Interested candidates, please submit your resume to: [email protected]

Ally Audrey Lok Xin Woon

Recruit Express Pte Ltd (Healthcare & Lifescience)

Company EA Licence number : 99C4599

Personnel EA License: R21102307

[email protected]

Working location: Central

Working hours: 10am to 6pm (Monday to Friday)

JOB DESCRIPTION

• Event Strategy & Planning – Develop and execute event strategies to align with business objectives, enhance brand presence, and engage clients and partners in the industry
• Event Coordination – Plan, coordinate, and manage logistics for a variety of events, including conferences, seminars, networking sessions, and corporate gatherings
• Budget Management – Oversee event budgets, ensuring that all events are executed within allocated budgets while maximizing cost efficiency
• Vendor Management – Source, negotiate, and manage relationships with event vendors, including venues, caterers, technology providers, and other service partners
• Client & Stakeholder Engagement – Coordinate with internal stakeholders, including senior leadership, marketing, and client relations teams, to ensure events meet company and client expectations
• On-Site Event Management – Take charge of on-site event management, ensuring all elements are executed flawlessly, from setup to breakdown, and handling any issues that arise
• Marketing & Promotion – Work closely with the marketing team to promote events, including creating promotional materials, sending invitations, and managing event registration
• Post-Event Reporting & Analysis – Evaluate the success of events by gathering feedback, analyzing attendee engagement, and creating post-event reports with insights for future events
• Compliance & Risk Management – Ensure all events comply with industry regulations and company policies, including compliance with health and safety standards for in-person events
• Relationship Building – Foster strong relationships with clients, partners, and other industry professionals to enhance brand reputation and support long-term business development

JOB REQUIREMENTS

• Diploma in any field
• Strong organizational and time management skills
• Excellent communication and interpersonal skills
• Ability to multitask and work under pressure
• Results-oriented, ambitious and positive working attitude

EA Reg. Number: R21100629

EA License Number: 22C1278

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
•Student in University on 1st or 2nd year, fresh graduate
•Excellent interpersonal skills and leadership potential

Participating in meetings, workshops, and other learning opportunities.

Observing and learning from experienced staff members.

Gaining knowledge of company policies, protocols, and processes.

Taking detailed notes and liaising with Managers, Supervisors, and other senior staff.

Fulfilling any requirements and meeting goals set out at the start of the traineeship.

Following all company regulations.

Requirements

• A Level or Local Polytechnic Diploma
• Experience in a management role or similar.
• Excellent written, verbal, and interpersonal skills.
• Proficiency in MS Office.
• Superb attention to detail.
• Strong leadership skills.
• A positive attitude and willingness to learn.
• Willingness to work overtime if required.
• Excellent time management skills.

Exciting Career Opportunity: Management Associate/Talent Acquisition Specialist (Mid-Career Switch)Are you ready to take your career in a new direction? Whether you have experience in HR, business, or a completely different field, this is your chance to transition into an exciting role in recruitment within the financial services sector. We are looking for motivated individuals who are eager to upskill themselves and embrace a fresh career challenge.Your Role: Key ResponsibilitiesTalent Sourcing & Selection: Identify, screen, and coordinate interviews with high-potential candidates using various sourcing channels.
Candidate Experience: Ensure a smooth and positive recruitment journey for candidates, building meaningful relationships along the way.
Strategic Recruitment Support: Collaborate on innovative recruitment strategies designed to attract top talent in the financial services sector.
Process Improvement: Help optimize recruitment workflows for greater efficiency and effectiveness.
Market Research: Stay updated on industry trends and competitor strategies to inform recruitment initiatives.
Employer Branding: Contribute to creating recruitment campaigns and materials that position us as an employer of choice.
Event Management: Assist in organizing and participating in career fairs, networking events, and campus recruitment activities.
Business Development Assistance: Support client identification, conduct market research, and contribute to sales strategies.
Data Analysis: Maintain and analyze recruitment metrics to drive data-informed decision-making.
What We’re Looking ForDiverse Backgrounds Welcome: Whether you’re transitioning from HR, sales, marketing, operations, or another field, we value your unique perspective and transferable skills.
Passion for Upskilling: A strong desire to learn, grow, and thrive in the dynamic world of financial services recruitment.
Education: A GCE 'A' Level, International Baccalaureate Diploma, Diploma from a Singapore polytechnic, or equivalent.
Interpersonal Skills: Exceptional communication and relationship-building abilities.
HR Experience Advantageous: Previous HR or recruitment experience is beneficial but not mandatory.
Adaptability: Eager to take on new challenges and explore opportunities in a fast-paced industry.
Why Make the Switch?Specialized Training: Receive comprehensive training tailored to help you transition into recruitment for the financial services sector.
Mentorship: Learn from experienced professionals who will guide you through your career journey.
Career Growth: Build your expertise in recruitment while leveraging your previous experience.
Professional Development: Gain valuable skills in social media outreach, employer branding, and strategic recruitment.
Industry Insights: Explore the exciting world of financial services and expand your professional horizons.
Who Should Apply?This role is perfect for individuals seeking a fresh career path and new challenges. Whether you have experience in HR, business, or another sector, if you’re driven, eager to learn, and excited about recruitment, we’d love to hear from you.