Total 11 Manager financial planner job vacancies in d03 queenstown tiong bahru

COMPANY DESCRIPTION

MINDS has been caring for Persons with Intellectual Disabilities (PWIDs) and their families since 1962.

Grounded in the belief that all PWIDs have innate abilities and talents, MINDS is committed to empowering them and enhancing their quality of life, while advocating for greater inclusivity for PWIDs as a nation.

MINDS is today one of the largest charities in Singapore employing more than 850 staff. With the key focus to expand community-based services, improving the employability of PWIDS, strengthening education, and engendering inclusive community living, MINDS offers a holistic range of services and programmes across the PWIDs' lifespan.

These include schools, employment and training development centres, home-based care services and community-based services to cater to the physical, psychological, environmental and social needs of PWIDs. For more information, please visit www.minds.org.sg.

RESPONSIBILITIES

The role holder will be responsible for running a reliable and responsive Financial Planning and Analysis function that provides the Director of Finance, the Senior Management Team (SMT) and managers across the Organisation with value-add financial support and analysis which facilitates effective decision making.The role holder will be responsible for the provision of timely, accurate, relevant management information to all levels of management and regularly reviewing this information. This will include provision of monthly reports, critical review and interpretation of results and value-add analysis.

Financial Planning and Forecast:

• Coordinate budget planning, forecast and review exercise across MINDS, including annual budget & workplan and mid-year review
• Establish 5 years financial planning needs of MINDS, identifying funding needs and coordinate the allocation of resources
• Ensure adequacy, timeliness and accuracy of periodic Management reports for HODs
• Analyse financial data, highlighting variances, trends and red flags
• Work with Procurement and HODs to institute cost saving measures
• Participate in business cases, review assumption and financial calculations for proposals• Assist in costing and development of pricing models
• Assist in financial system enhancement to improve controls and financial functions

Treasury:

• Coordinate surplus fund management in accordance to investment mandate
• Prepare cash flow analysis and forecast to facilitate operations and maximise use of surplus fund
• Liaise with banks for banking mandate

Other duties:

• Preparation of resolutions and forms for banks
• Ah-hoc verification works

Degree in accountancy, ACCA or equivalent.

• Minimum of 7 years of relevant experience.
• Experience in Oracle NetSuite, good IT knowledge with reporting building skills is advantageous.
• Good writing and communication skills.
• Strong business acumen
• Chartered Accountant or equivalent is advantageous

Job Description

· Overseeing the full coordination of site projects from start to completion.

· Manage site progress to ensure completion of works on schedule.

· Handle & attend meetings with authority and main contractors.

· Supervise and coordinate site works according to approved design drawing

· Safety management of the site installation works.

· To perform Ad-Hoc duties as assigned by management.

Requirements

· At least 2 Year(s) of working experience in site project coordination.

· Relevant site safety certificates.

· Possess Class 3 driving license.

· Proficient with Microsoft Office (Words, Excel, PowerPoint).

· Independent with good communication skills.

Responsibilities

• Achieving growth and hitting sales targets.
• Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs.
• Involve in customer pre-sales and after-sales service support activities
• Maintains contacts with local business and network with industry key opinion leaders to expand sales opportunities.
• Arrange for presentations or business appointments with potential clients about new developments in the company’s products.
• Coordinate with China and Malaysia Vendors about the furniture products.
• Upsell existing clients other enterprise solutions
• Source for new clients
• Assist in new clients acquisition
• Assist in managing client accounts
• Familiar with the evaluation of tender, preparation, and submission of tender & quotation.
• Ability to source supplies and sub-contractors for a quotation for tendering.

Requirements

• Candidate must possess at least Diploma/Advanced/Higher/Graduate Diploma in any field.
• Minimum of 3 years of sales experience within the furniture design / manufacturing industries across Asia.
• Experience and knowledge in office system furniture or commercial carpet.
• Able to handle multiple tasks and work well under pressure.
• Positive attitude & independent
• Excellent Communication and Interpersonal skills.
• Strong team player and customer oriented.

Job Title

Business Development Manager

Occupation

FINANCIAL ADVISER

Job Description & Requirements

Job Description

• Engage with Clients for business opportunities & conduct client portfolio management

• Conducting Fact find analysis and understanding the needs and wants of the clients

• Keeping up to date with the financial markets, investment movement trends, market sentiment/conditions

• Good knowledge on Financial Products and services offered by our company & identify prospective targeted audience

• Lead/Client Generation via Referrals, Events, Roadshows, Cold-Warm Prospecting

• Managing the Expectations of Clients

• Mentoring and Managing a team

Requirements

• Minimally a Polytechnic Diploma or Degree

• Prior 1 or 2 years working experience in sales or business development B2B or B2C.

• Good proficiency in English and Mandarin

• Excellent communication and presentation skills with the ability to build rapport

• Problem-solving skills with the ability to perform under pressure

• Fast learner and goal-oriented mindset

• Highly motivated and self-driven

Financial Advisory Manager (High-Net-Worth and Corporate)

• Want a proven system to take your sales up to the next level?
• Want to build a HNW or Corporate client base?
• Want to fast-track to Manager within 2 years and start earning overriding commissions?
• Want to own a multi-million-dollar financial advisory business?

If you answered Yes to any or all the above, then you owe it to yourself to dare to climb to greater heights because you deserve it.

Come discover our proven C.L.I.M.B. System to build a 5-figure monthly income in 1 year, then level up your career to manage a team and eventually become the owner of your own multi-million-dollar financial services business.

We are CO Wealth Advisory, a top performing agency of 20 years with AIA Singapore, deploying a Premier Wealth Services business model that has won us awards for High Net Worth, Corporate Solutions and MDRT agency for consecutive years.

No Hard Selling. High Integrity. Business Allowance. Leads Provided. Smart and Frequent Marketing Activities. Dedicated Mentors. Joint Fieldwork. Client Focused. Positive and Collaborative Culture.

Ready to CLIMB to the Top? Send your resume to [email protected]

Responsibilities

• Providing financial advice to individual and corporate clients on wealth accumulation, protection, investments, corporate solutions, risk management, mortgage optimisation, tax, and legacy planning.

Requirements

• Diploma or Degree holder
• Must be at least 21 years old
• Experience in Financial Services, Banking or Mortgage industry would be an advantage.

Benefits

• Salaried or allowance scheme available for qualified candidates.
• Proven system that allows you to achieve a five-figure monthly income within 2 years and fast track to Manager to lead a team.
• Unrestricted, recurring, and multiple streams of income through attractive commissions, bonuses, and renewal schemes.
• Flexible working hours, choose which clients to serve, and what kind of specialist to be.
• Qualify for multiple free trips to popular world-wide destinations every year.
• Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT).
• Continuous professional growth through a comprehensive training and development programs.
• Dedicated marketing support to generate warm sales leads and grow your business.
• Transform into a leader and entrepreneur by building your own financial services company.
• Engage in meaningful work and a rewarding lifestyle that truly benefits and adds value to the lives of people and communities.

About CO Wealth Advisory

We are next generation Financial Advisers that deploy a Premier Wealth Service model that goes beyond traditional insurance to offer our regional High-Net-Worth, Mass Affluent and Corporate clients a holistic suite of financial solutions for all their personal and commercial needs.

We are an award-winning and top performing agency of 20 years with AIA Singapore that embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.

About AIA Group

AIA Singapore is part of the AIA Group, the largest independent insurance group in the Asia Pacific with a presence across 18 markets and listed on the Hong Kong stock exchange. A reputable and instantly recognisable brand backed by a 100-year history, and well known for providing unrivalled training and support in the industry.

We are purpose-driven to help people live Healthier, Longer, Better, Lives by making a significant, positive impact for the communities we serve across Asia.

Financial Adviser / Wealth Manager

Choosing this career can make a massive impact on your life in the next 5 to 10 years, as all the success stories of our top financial advisers and wealth managers have shown.

How do you know if this is the right opportunity for you? Ask yourself:

• Want to earn unrestricted income and be rewarded according to the effort you put in?
• Like to control your hours, which clients to advise, and what kind of financial expert to become?
• Do you have ambition, an entrepreneurial mindset, believe in working hard AND smart?

If you answered yes to all the above, then the next exciting success story we tell could be yours…

Ready to become a Winner in Life? Send your resume to [email protected]

Responsibilities

• Providing financial advice and service to individual and corporate clients on wealth accumulation and protection, investments, corporate solutions, risk management, mortgage optimisation, tax, estate, and legacy planning.

Requirements

• Diploma (at least 900 hours of coursework) or Degree holder
• Experience in Sales, Marketing, Business Development, Client Servicing, Relationship Management, or Account Management would be an advantage.
• Ambitious, results-driven, hardworking, able to work independently, meticulous, and coachable.
• Strong communication and interpersonal skills, ability to build rapport and build client relationships with a positive and engaging personality.

Benefits

• Salaried or fixed allowance scheme available for qualified candidates.
• Proven system that allows you to achieve a five-figure monthly income in your first year and fast track to Manager to lead a team in your second.
• Recurring and multiple streams of income through commissions, bonuses, and renewal schemes.
• Flexible working hours, choose which clients to serve, and what kind of specialist to be.
• Qualify for multiple free trips to popular world-wide destinations every year.
• Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT).
• Continuous professional growth through a comprehensive training and development programs.
• Dedicated marketing support to generate warm sales leads and grow your business.
• Transform into a leader and entrepreneur by building your own financial services company.
• Engage in meaningful work and a rewarding lifestyle that truly benefits and adds value to the lives of people and communities.

About CO Wealth Advisory

We are next generation Financial Advisers that deploy a Premier Wealth Service model that goes beyond traditional insurance to offer our regional High-Net-Worth, Mass Affluent and Corporate clients a holistic suite of financial solutions for all their personal and commercial needs.

We are an award-winning and top performing district of 20 years with AIA Singapore that embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.

About AIA Group

AIA Singapore is part of the AIA Group, the biggest independent insurance group in the Asia Pacific with a presence across 18 markets and listed on the Hong Kong stock exchange. A reputable and instantly recognisable brand backed by a 100-year history, and well known for providing unrivalled training and support in the industry.

We are purpose-driven to help people live Healthier, Longer, Better, Lives by making a significant, positive impact for the communities we serve across Asia.

Job Description

• Engage with Clients for business opportunities & conduct client portfolio management

• Conducting Fact find analysis and understanding the needs and wants of the clients

• Keeping up to date with the financial markets, investment movement trends, market sentiment/conditions

• Good knowledge on Financial Products and services offered by our company & identify prospective targeted audience

• Lead/Client Generation via Referrals, Events, Roadshows, Cold-Warm Prospecting

• Managing the Expectations of Clients

• Mentoring and Managing a team

Requirements

• Minimally a Polytechnic Diploma or Degree

• Prior 1 or 2 years working experience in sales or business development B2B or B2C.

• Good proficiency in English and Mandarin

• Excellent communication and presentation skills with the ability to build rapport

• Problem-solving skills with the ability to perform under pressure

• Fast learner and goal-oriented mindset

• Highly motivated and self-driven

• Leading project planning sessions for China and Singapore Market
• Coordinating staff and internal resources in China and Singapore
• Managing project progress and adapt work as required
• Ensuring projects meet deadlines
• Managing relationships with clients and stakeholders in China and Singapore
• Designing and signing off on contracts
• Overseeing all incoming and outgoing project documentation
• Designing risk mitigation plan
• Conducting project review and creating detailed reports for executive staff
• Optimising and improving processes and the overall approach where necessary
• Securing growth opportunities and initiating new projects
• Overseeing project cost management strategy and aligning with the organization’s financial requirements.
• Managing large and diverse teams in China and Singapore
• Budgeting and forecasting for the China and Singapore business
• Verbal and written communicate in Mandarin with Investor & Partner in China
• Verbal and written communicate in Mandarin with Investor & Partner in Singapore
• Required travel to China in monthly basis with min stay of 10 to 14 days per month.

Financial Advisory Manager (High-Net-Worth and Corporate)

• Want a proven system to take your sales up to the next level?
• Want to build a HNW or Corporate client base?
• Want to fast-track to Manager within 2 years and start earning overriding commissions?
• Want to own a multi-million-dollar financial advisory business?

If you answered Yes to any or all the above, then you owe it to yourself to dare to climb to greater heights because you deserve it.

Come discover our proven C.L.I.M.B. System to build a 5-figure monthly income in 1 year, then level up your career to manage a team and eventually become the owner of your own multi-million-dollar financial services business.

We are CO Wealth Advisory, a top performing agency of 20 years with AIA Singapore, deploying a Premier Wealth Services business model that has won us awards for High Net Worth, Corporate Solutions and MDRT agency for consecutive years.

No Hard Selling. High Integrity. Business Allowance. Leads Provided. Smart and Frequent Marketing Activities. Dedicated Mentors. Joint Fieldwork. Client Focused. Positive and Collaborative Culture.

Ready to CLIMB to the Top? Send your resume to [email protected]

Responsibilities

• Providing financial advice to individual and corporate clients on wealth accumulation, protection, investments, corporate solutions, risk management, mortgage optimisation, tax, and legacy planning.

Requirements

• Diploma or Degree holder
• Must be at least 21 years old
• Experience in Financial Services, Banking or Mortgage industry would be an advantage.

Benefits

• Salaried or allowance scheme available for qualified candidates.
• Proven system that allows you to achieve a five-figure monthly income within 2 years and fast track to Manager to lead a team.
• Unrestricted, recurring, and multiple streams of income through attractive commissions, bonuses, and renewal schemes.
• Flexible working hours, choose which clients to serve, and what kind of specialist to be.
• Qualify for multiple free trips to popular world-wide destinations every year.
• Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT).
• Continuous professional growth through a comprehensive training and development programs.
• Dedicated marketing support to generate warm sales leads and grow your business.
• Transform into a leader and entrepreneur by building your own financial services company.
• Engage in meaningful work and a rewarding lifestyle that truly benefits and adds value to the lives of people and communities.

About CO Wealth Advisory

We are next generation Financial Advisers that deploy a Premier Wealth Service model that goes beyond traditional insurance to offer our regional High-Net-Worth, Mass Affluent and Corporate clients a holistic suite of financial solutions for all their personal and commercial needs.

We are an award-winning and top performing agency of 20 years with AIA Singapore that embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.

About AIA Group

AIA Singapore is part of the AIA Group, the largest independent insurance group in the Asia Pacific with a presence across 18 markets and listed on the Hong Kong stock exchange. A reputable and instantly recognisable brand backed by a 100-year history, and well known for providing unrivalled training and support in the industry.

We are purpose-driven to help people live Healthier, Longer, Better, Lives by making a significant, positive impact for the communities we serve across Asia.

Job Responsibilities

Direct the timely recording of financial data and preparation of financial and management reports required by regulations and making sound decisions and plans to meet legal and regulatory requirements.

Control expenses concerning revenues as per approved budget for achieving maximum profits.

Develop and administer systems and procedures to ensure the timely collection of receivables.

Prepare profit and loss accounts and the balance sheet

Prepare budgets and business planning, including projected room revenue.

Reconcile bank statements

Chase late payments, reporting bad debts, and manage cash flow.

Provide financial consultancy service to Management for developing promotions to increase revenues or to adopt cost-cutting measures to decrease expenses.

Job Requirement

BSc in Accounting, Finance or ACCA

At least 3 Year(s) of working experience in the related field is required for this position.

Experience with general ledger functions

Strong attention to detail and good analytical skills

Preferably from Hotels/F&B industries

Financial Adviser / Wealth Manager

Choosing this career can make a massive impact on your life in the next 5 to 10 years, as all the success stories of our top financial advisers and wealth managers have shown.

How do you know if this is the right opportunity for you? Ask yourself:

• Want to earn unrestricted income and be rewarded according to the effort you put in?
• Like to control your hours, which clients to advise, and what kind of financial expert to become?
• Do you have ambition, an entrepreneurial mindset, believe in working hard AND smart?

If you answered yes to all the above, then the next exciting success story we tell could be yours…

Ready to become a Winner in Life? Send your resume to [email protected]

Responsibilities

• Providing financial advice and service to individual and corporate clients on wealth accumulation and protection, investments, corporate solutions, risk management, mortgage optimisation, tax, estate, and legacy planning.

Requirements

• Diploma (at least 900 hours of coursework) or Degree holder
• Experience in Sales, Marketing, Business Development, Client Servicing, Relationship Management, or Account Management would be an advantage.
• Ambitious, results-driven, hardworking, able to work independently, meticulous, and coachable.
• Strong communication and interpersonal skills, ability to build rapport and build client relationships with a positive and engaging personality.

Benefits

• Salaried or fixed allowance scheme available for qualified candidates.
• Proven system that allows you to achieve a five-figure monthly income in your first year and fast track to Manager to lead a team in your second.
• Recurring and multiple streams of income through commissions, bonuses, and renewal schemes.
• Flexible working hours, choose which clients to serve, and what kind of specialist to be.
• Qualify for multiple free trips to popular world-wide destinations every year.
• Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT).
• Continuous professional growth through a comprehensive training and development programs.
• Dedicated marketing support to generate warm sales leads and grow your business.
• Transform into a leader and entrepreneur by building your own financial services company.
• Engage in meaningful work and a rewarding lifestyle that truly benefits and adds value to the lives of people and communities.

About CO Wealth Advisory

We are next generation Financial Advisers that deploy a Premier Wealth Service model that goes beyond traditional insurance to offer our regional High-Net-Worth, Mass Affluent and Corporate clients a holistic suite of financial solutions for all their personal and commercial needs.

We are an award-winning and top performing district of 20 years with AIA Singapore that embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.

About AIA Group

AIA Singapore is part of the AIA Group, the biggest independent insurance group in the Asia Pacific with a presence across 18 markets and listed on the Hong Kong stock exchange. A reputable and instantly recognisable brand backed by a 100-year history, and well known for providing unrivalled training and support in the industry.

We are purpose-driven to help people live Healthier, Longer, Better, Lives by making a significant, positive impact for the communities we serve across Asia.