Total 590 Manager financial planner job vacancies in Singapore

Highlights:

• Experience in set out new web3 financial product/ platform from product design
• Experience in Crypto Financial Product / change traditional financial product into Crypto
• Liaising with Chinese Parties

Job Responsibilities:

• Lead the design, market research, and positioning of Web3 financial products.
• Understand and analyse customer needs to create financial products that meet market demands.
• Collaborate closely with the technical team to ensure the feasibility of product designs and optimize user experience.
• Manage the product development lifecycle, including requirement gathering, feature planning, iterative development, and product launch.
• Oversee risk management, monitor product performance, conduct data analysis, and implement product iterations based on market feedback.
• Create and maintain product documentation, including whitepapers, user manuals, and marketing materials.

Job Requirements:

• Over 3 years of experience in financial product design or management; experience in Web3 or blockchain is preferred.
• Strong understanding of financial markets and products, including but not limited to DeFi and crypto asset management products.
• Excellent communication and problem-solving skills.
• A keen interest in emerging technologies.

HOW TO APPLY:

Interested applicants, kindly send your resume in MS WORD format or please click on “Apply Now”.

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EA License No: 19C9950

EA Personnel: Lee Jun Siong (Johnson)

EA Personnel Reg No: R24120242

Responsibilities

• Develop and execute strategies to acquire new clients and expand existing relationships.
• Manage client relationships, focusing on loans including Commercial Property, Equipment and Machinery, Vehicle, and Land & Construction, as well as Hire Purchase agreements.
• Assess client financial needs and recommend appropriate loan products and solutions.
• Prepare and present loan proposals to clients, ensuring alignment with risk policies and regulatory requirements.
• Collaborate with internal stakeholders such as credit analysts, legal advisors, and product specialists to structure complex loan transactions.
• Monitor loan portfolio performance, conduct regular reviews, and manage credit risk effectively.
• Provide timely and accurate financial advice and support to clients.
• Stay updated on industry trends, market conditions, and regulatory changes affecting loan products.
• Maintain compliance with internal policies, procedures, and regulatory guidelines.
• Handle any other duties as assigned by management.

Requirements:

• Diploma in Finance, Business Administration, or a related field.
• Minimum 1 year of experience in relationship management within the financial services industry, with a focus on loans.
• Proven track record in sales and business development, with a strong network in Singapore’s financial market.
• In-depth knowledge of loan products such as Commercial Property, Equipment and Machinery, Vehicle, Land & Construction, and Hire Purchase is an advantage
• Excellent communication, negotiation, and presentation skills.
• Ability to work effectively under pressure and meet deadlines.
• Strong analytical skills and attention to detail.
• Proficiency in MS Office and CRM software.

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: L4Y6697V

You will be working with our highly motivated team of professionals to provide internal audit and compliance consultation to our wide range of local and international clients. You will be expected to gain exposure other than project execution skills as you be provided opportunity to participate in decision making, building relationship with internal and external stakeholders in an open, positive and supportive environment.

Roles & Responsibilities

• Identify the client’s business and key risks
• Analyse the impact of changing business environment on client’s business
• Implement and provide input to the engagement plan
• Perform assurance engagements in compliance with professional standards, for AML/KYC, Payment Services, regulatory reporting, BCM, and related MAS/global regulations.
• Propose resolutions to accounting and auditing issues
• Review information accompanying the assurance report in accordance with the applicable framework
• Identify areas for personal development to improve work performance
• Facilitate effective communication within the cross-functional and culturally diverse team
• Lead and coach junior team members to achieve technical competency and efficient performance
• Identify ethical conflicts in the work environment

Requirements

• Degree in Accountancy, preferably with a recognised professional qualification
• 5 to 10 years of relevant work experience, preferably from an international accounting firm
• Must have experience working on financial services engagements, i.e., insurance, banks, payments, asset and wealth management, etc.
• Must have experience working on regulatory audits, preferably on Singapore engagements
• Experience in building/setting up a new team/function would be advantageous
• Excellent communication skills to work effectively and efficiently across all levels

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

• Supervise a team of staff to oversee smooth operation flows and ensure timely collection of all revenue.
• Ensure adherence to internal control system by reviewing Accounts Receivables processes pertaining to revenue, billing and collection.
• Responsible for timely and accurate monthly financial reports.
• Ensure compliance with accounting and regulatory requirements.
• Ensure compliance with prevailing standards and implement workflow changes to adopt new Financial Reporting Standards or business requirements.
• Supervising the team to perform reconciliation of sub-ledger to main ledger including bank reconciliations and preparation of audit schedules.
• Planning and scheduling the team for systems changes, UAT and document changes to processes and system changes and updates.
• Continuously evaluate policies and procedures, tweak processes to gain productivity and ensuring compliance with internal controls.

• Degree in Accountancy, with 10 to 15 years of experience relevant working experience, preferably with CA qualifications.
• Knowledge and hands-on experience in any of the major accounting software (SAP, Oracle etc.).
• Experience with system changes implementations and UAT.
• Proficient in MS Office, particularly Excel, and experience with financial software and databases.
• 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-ST1

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.

• Competitive salary and a comprehensive benefits package.
• Professional growth and development opportunities

About Our Client

As the Global Indirect Procurement Manager, you'll be responsible for shaping and executing procurement strategies for all professional services categories (eg: consulting, legal and audit services). This role requires a strong ability to engage with senior stakeholders and navigate the complexities of global procurement in a fast-paced, evolving environment.

Job Description

• Lead indirect procurement for professional services, delivering cost savings and driving service excellence.
• Develop and implement global category strategies that align with business objectives.
• Work closely with c-level leaders across regions to ensure procurement initiatives meet organizational priorities.
• Build and maintain strong supplier relationships to foster innovation and maximize value.
• Manage procurement activities across multiple markets, ensuring a cohesive global approach.
• Ensure compliance with industry regulations and internal policies while proactively mitigating risks.

The Successful Applicant

• 10 years of indirect procurement experience, with a focus on professional services.
• Strong skills in strategic sourcing, contract negotiation and supplier management.
• Background in financial services or banking is an added advantage.
• Experience managing global roles with multi-regional responsibilities.
• Excellent stakeholder management and communication skills, with the ability to influence at all levels.
• A collaborative approach with strong problem-solving abilities and a knack for navigating complex environments.
• Willing to work in the East, hybrid work arrangements

What's on Offer

• A high-impact role with global exposure in a leading financial institution.
• Clear opportunities for career growth and leadership development.
• diverse, inclusive and supportive workplace culture.

Contact

Shangari Manoharan (Lic No: R21101201/ EA no: 18S9099)

Quote job ref

JN-122024-6607764

Phone number

+65 6643 9733

Michael Page International Pte Ltd | Registration No. 199804751N

As a Technology Consulting professional, you'll help businesses realise the value they can gain from their IT investments — supporting strategy and being a key growth driver. As part of a high-performing team, you'll deliver exceptional client service — providing advice on how technology enablement, digital transformation and enterprise intelligence contribute to performance improvement, as well as how IT can act as multiplying effect during major program transformations.

As organisations look to leverage the advantage IT offers, we'll work with you to develop the consultancy and analytical skills that you'll need in today's environment. Working on projects that cross borders and sectors, the experiences you gain here will be more valuable than anywhere else. So whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

About the opportunity

We're looking for Managers for Technology Consulting to join our team with experience in one or more of the following:

· IT Strategy / Planning

· IT Operating Model Assessment

· Design Thinking

· Agile Methodology

· Enterprise Architecture

Key Responsibilities:

· Ability to carry out As-Is assessment of IT, determine gaps, form hypothesis, design To-Be and develop IT Roadmap.

· Effectively manage performance improvement projects, develop analysis, run and engage client teams and stakeholders, and deliver high-quality work products.

· Process strong project delivery capabilities and familiar with project management and Agile methodology. Effectively manage both onshore and offshore resources.

· Cultivate and manage business development opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs.

· Demonstrate in-depth technical/functional capabilities and professional knowledge. Demonstrate ability to assimilate new knowledge. Possess good business acumen. Remain current on new developments in consulting services capabilities.

· Establish relationships with client personnel at appropriate levels. Consistently deliver quality client services. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Stay abreast of current business and industry trends relevant to the client's business.

· Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counseling and mentoring junior consultants within the organization.

To qualify for the role, you must have

· A bachelor's degree in computer science, engineering, accounting, finance or a related field.

· A minimum of 6 years of experience in consultancy, professional services or project management.

· Demonstrated ability to build trust and manage high level, executive relationships.

· Demonstrated ability to manage and supervise teams through all phases of the project lifecycle, including requirements definition, process and prose creation, business re-engineering, and application mapping.

Ideally, you'll also have

· Strong written and verbal communication, interpersonal, presentation, client service and business writing and consulting skills, coupled with a strong interest in further designing, developing and integrating business operations and technology

· Ability to research client inquiries and emerging issues

· A dedication to teamwork and integrity within a professional environment

What we look for

Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident team player that collaborates with people from various teams while looking to develop your career in a dynamic organization.

What we offer

· Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.

· Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.

· Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.

· Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

The Opportunity

As part of the Financial Services Risk Management (FSRM) practice and you will provide a well-integrated broad array of risk management services to capital market participants within global banking, capital markets, asset management and insurance. FSRM products and services include Anti-Money Laundering, Regulatory Compliance, Prudential Supervision, Bank Holding Company reporting, Credit Risk/ Capital Adequacy/ Liquidity Risk, Market Risk, Operational Risk, Enterprise Risk, Structured Finance and Quantitative Advisory Services.

Your Key Responsibilities

As a Manager in the Risk Management – Financial Crime Compliance team, you will be expected to provide strategic sourcing services related to regulatory compliance, Financial Crime Compliance (FCC), corporate governance, enterprise risk management, internal controls and internal audit, to our clients in financial services (FS) industry. You are also required to assist organizations to maintain effective and efficient controls, in order to manage organizational and strategic risks. Also, to be able to contribute to our advisory business in FCC, where advisory services on FCC target operating models, business processes and internal controls are in compliance with regulatory requirements without compromising on customer experience that are provided to the client.

Skills and Attributes for Success

• Good understanding of economic or market issues and the ability to interpret their impact on clients
• Possess strong interpersonal and teaming skills
• Leverage technology to continually learn, improve service delivery and maintain our leading-edge best practices
• Strong presentation skills and proficiency in the use of PowerPoint, Word and Excel
• Build an understanding of our solutions, share knowledge and be able to draw on subject matter specialists accordingly
• Self-motivated with lots of energy and drive
• Effective project management and teamwork skills

Ideally, you’ll also have

• Post-graduate qualifications in AML/CFT or professional/ technical qualifications in risk management.
• Experience with the design, development and implementation of framework and strategy, internal controls for financial services business processes

To Qualify for the role, you must have

• Min. 6 years relevant Financial Crime Compliance (AML/ CFT, KYC, Sanctions, Anti-Bribery & Corruption and Fraud) experience in banking, insurance, asset management, and/or in a big public accounting firm.
• Strong understanding of expectations of regulators such as MAS and HKMA. Knowledge of other ASEAN jurisdictions’ AML regulations and environment, and practical experience in the industry a plus.
• Knowledge of the global risk and regulatory environment, especially developments in the FCC space.
• Graduate degree in law, finance or commerce preferred.
• Industry related certification (e.g., CAMS or ICA diploma in AML)
• Demonstrate strong planning, execution and reporting skills
• Analytical skills; specifically, the ability to assess and decompose financial services industry processes utilizing a risk and control focus

What we look for

Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident team player that collaborates with people from various teams while looking to develop your career in a dynamic organization.

What we offer

· Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.

· Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.

· Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.

· Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

The exceptional EY experience. It’s yours to build.

Apply now.

Job Highlights

• Competitive Industry Remuneration
• Strong Company Culture and Support
• Strong IT infrastructure

About the role:

Are you a thriving financial advisor ready to elevate your career? Do you have a passion for leadership, a clear vision for success, and the drive to build and lead a highly successful team? If so, we are looking for an exceptional individual like you!

As a Team Leader (Financial Advisory) at finexis advisory, you will spearhead the development of an award-winning team specialising in a diverse range of financial products. With access to our extensive network of 19 Life Insurance Partners, 27 General Insurance Partners, and 48 Fund Houses through 4 Investment platforms, you’ll have the resources to create unparallel financial strategies.

Key Responsibilities:

• Lead and develop your team by maintaining the highest standards of ethics and professionalism through our advanced training and IT platform
• Actively participate in company-level initiatives to stay at the forefront of the financial advisory industry
• Recruit and mentor your downline, guiding them to replicate your success

Why Join Us:

• Competitive compensation package, offering the highest remuneration in market
• Fast track to Directorship for high performers.
• Incentive trips from company and our valued partners
• Access to cutting-edge financial tools and resources

Requirements:

• 21 years old and above (based on MAS requirements)
• Singapore Citizens or Permanent Residents
• A local Diploma/Degree, preferably in Business or Finance related
• Passion in Investment/Financial Planning/Personal Finance/Wealth Management

Who we are looking for:

Experienced FAA licensed Representatives (3 to 5 years in Insurance, Banking, Financial Advisory, Broking industry). Transition Support will be provided for the team.

Responsibilities

• Manage daily collection operations to maximize productivity and achieve targets.
• Handle credit control tasks, including payment processing and cancellations.
• Work on recovering non-performing loans (NPLs) by creating and executing repayment strategies.
• Assign call leads and monitor team attendance and performance.
• Handle and resolve team and customer complaints, ensuring proper documentation.
• Review teams promises-to-pay (PTP) commitments according to guidelines.
• Conduct monthly performance reviews and call monitoring for quality assurance.
• Improve collection strategies and processes with management input.
• Oversee account assignments for pre-charge-off actions and agency follow-ups.
• Track collections targets and escalate any shortfalls or issues to supervisors.
• Monitor delinquency trends, providing feedback and insights to management.
• Improve processes for credit control and collections.
• Ensure compliance with industry guidelines and regulations in all collection activities.

Requirements:

• Possess at least Diploma in Banking/ Business Management or Finance or Equivalent
• At least 5 years of relevant working experience in a Bank or Financial Institution
• Good team player and able to work independently.
• Good time management skills and able to meet deadlines.

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: L4W65577

• Rare opportunity
• Broad exposure
• Fintech coverage

A Fintech Firm is seeking a Head of Financial Planning & Analysis to join the team.

This is a role with a well-established Fintech firm at growth stage. Reporting into the Chief Financial Officer, the Head of FP&A will lead a team of 4-5 pax in the team and lead in stakeholder engagements. You will also oversee forecasting, budgeting and cost efficiency initiatives. The successful candidate will drive profitability strategy, work with stakeholders to ensure that business strategies are aligned to financial goals for the firm.

The ideal candidate should have at least 15 years experience in a FP&A role within financial services, with track record of driving profitability for the business. Strong communication skills a pre-requisite to be able to collaborate and influence key business stakeholders.

If you are keen, please click on the link to apply or email me with your updated CV at [email protected]. Look forward to hearing back, thank you.

Reg No. R1987809
BeathChapman Pte Ltd
Licence no. 16S8112

Responsibilities:

• Responsible monitoring & managing bank compliance accordance to regulatory guidelines
• Conduct AML checks & reviews to ensure compliance with AML regulations
• Review compliance procedural manuals and guidelines
• Provide advice on AML & Compliance related issues to different business units
• Conduct compliance training for employees
• Other ad hoc duties as required

Requirements:

• Degree holder with at least 4-6 years of Compliance/AML experience in Asset/Funds/Investment Management Company
• Working knowledge in MAS, Capital Market Service regulations
• Proficient in MS Office Applications
• Good communication and interpersonal skills
• Team player & meticulous

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

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Sarah Kuan | Registration No: R1105359

Job Overview

The Head of Financial Crime Compliance is responsible for leading the bank’s efforts to identify, mitigate, and manage financial crime risks, including money laundering, fraud, bribery, corruption, tax evasion and sanctions violations. This role will ensure that the bank complies with all relevant legal and regulatory requirements while maintaining a strong and effective compliance culture. The role involves strategic leadership, policy development, and day-to-day oversight of financial crime compliance activities.

Key Responsibilities

1. Strategic Leadership

• Develop and implement the bank’s financial crime compliance framework in alignment with regulatory requirements and best practices.
• Provide advice and strategic guidance to the Board, senior management, and other key stakeholders on financial crime risks.

2. Policy and Procedure Management

• Create and maintain robust policies and procedures to detect, prevent, and report financial crime.
• Monitor regulatory changes and ensure timely updates to internal policies and procedures

3. Risk Assessment and Mitigation

• Conduct financial crime risk assessments and implement risk-based monitoring programs.
• Identify emerging risks and trends in financial crime and recommend proactive measures.
• Lead and conduct the bank’s Enterprise Wide Risk Assessment (EWRA) program

4. Training and Awareness

• Develop and deliver training programs to educate staff on financial crime compliance responsibilities.
• Foster a culture of compliance throughout the organization.

5. Monitoring and Reporting

• Responsible Country Money Laundering Reporting Officer (MLRO) responsible for the timely and accurate filing of Suspicious Activity Reports (SARs) with the relevant authorities.
• Lead transaction monitoring, screening, investigations, and reporting activities.
• Review and approve customer KYC at new customer onboarding and periodic/trigger review.
• Review and approval of new product approvals and periodic product due diligence.
• Provide regular reports to head office and senior management on financial crime compliance performance.

6. Regulatory Engagement

• Act as the primary point of contact with regulators, auditors, and law enforcement on financial crime matters.
• Respond to regulatory inquiries and manage inspections or audits related to financial crime compliance.

7. Team Leadership

• Manage and mentor the financial crime compliance team, ensuring they have the skills and resources to succeed.
• Promote collaboration and communication across teams to enhance compliance efforts.

Job Requirements

Education and Qualifications:

• Professional certifications such as CAMS (Certified Anti-Money Laundering Specialist), CFE (Certified Fraud Examiner), or ICA (International Compliance Association) qualification are highly desirable.

Experience:

• Minimum of 5 years of experience in financial crime compliance or a related area within banking or financial services.
• Proven track record of developing and implementing financial crime compliance frameworks.
• People management experience preferred
• Experience in managing regulatory relationships and responding to inspections or audits.

Skills and Competencies:

• Deep understanding of anti-money laundering (AML), counter-terrorist financing (CTF), sanctions, and fraud prevention laws and regulations.
• Strong analytical skills with the ability to assess complex risks and recommend effective solutions.
• Excellent leadership and team management skills.
• Superior communication and presentation skills, with the ability to influence stakeholders at all levels.
• High ethical standards and a commitment to upholding compliance best practices.

This role is ideal for a proactive, detail-oriented individual with a passion for financial crime prevention and a desire to make a meaningful impact in a small banking environment.

As a Technology Consulting professional, you'll help businesses realise the value they can gain from their IT investments — supporting strategy and being a key growth driver. As part of a high-performing team, you'll deliver exceptional client service — providing advice on how technology enablement, digital transformation and enterprise intelligence contribute to performance improvement, as well as how IT can act as multiplying effect during major program transformations.

As organisations look to leverage the advantage IT offers, we'll work with you to develop the consultancy and analytical skills that you'll need in today's environment. Working on projects that cross borders and sectors, the experiences you gain here will be more valuable than anywhere else. So whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

About the opportunity

We're looking for Managers for Technology Consulting to join our team with experience in one or more of the following:

· IT Strategy / Planning

· IT Operating Model Assessment

· Design Thinking

· Agile Methodology

· Enterprise Architecture

Key Responsibilities:

· Ability to carry out As-Is assessment of IT, determine gaps, form hypothesis, design To-Be and develop IT Roadmap.

· Effectively manage performance improvement projects, develop analysis, run and engage client teams and stakeholders, and deliver high-quality work products.

· Process strong project delivery capabilities and familiar with project management and Agile methodology. Effectively manage both onshore and offshore resources.

· Cultivate and manage business development opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs.

· Demonstrate in-depth technical/functional capabilities and professional knowledge. Demonstrate ability to assimilate new knowledge. Possess good business acumen. Remain current on new developments in consulting services capabilities.

· Establish relationships with client personnel at appropriate levels. Consistently deliver quality client services. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Stay abreast of current business and industry trends relevant to the client's business.

· Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counseling and mentoring junior consultants within the organization.

To qualify for the role, you must have

· A bachelor's degree in computer science, engineering, accounting, finance or a related field.

· A minimum of 10 years of experience in consultancy, professional services or project management.

· Demonstrated ability to build trust and manage high level, executive relationships.

· Demonstrated ability to manage and supervise teams through all phases of the project lifecycle, including requirements definition, process and prose creation, business re-engineering, and application mapping.

Ideally, you'll also have

· Strong written and verbal communication, interpersonal, presentation, client service and business writing and consulting skills, coupled with a strong interest in further designing, developing and integrating business operations and technology

· Ability to research client inquiries and emerging issues

· A dedication to teamwork and integrity within a professional environment

What we look for

Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident team player that collaborates with people from various teams while looking to develop your career in a dynamic organization.

What we offer

· Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.

· Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.

· Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.

· Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

Overseeing sales, promotions and campaigns

Planning and directing the hiring and training of new Sales Representatives

Directing and coordinating all sales activities.

Preparing sales budgets and projections.

Tracking and analysing sales statistics based on key quantitative metrics

Handling and resolving customer complaints regarding a product or service

Advising representative on policies and Standard Operating Procedures (SOPs)

Requirement

• At least 2 years supervisory/managerial capacity
• Ability to work well with people of all levels within the organization
• High degree of professionalism and good business etiquette
• Detail -oriented
• Flexible
• Goal-oriented
• Proficient in Microsoft Office
• Communication Skills
• Negotiation Skills
• Presentation Skills
• Planning and Organizing Skills

Develops managers to recruit sales representative with the capability to access its desired target market.

Implementing developmental and motivational activities to increase productivity and competence.

Coordinates Training and Development unit for developmental programs.

Implements and promotes sales drives and campaigns.

Requirement

• Minimum A Level / Local Diploma in any field
• Proficiency in English
• No work experience required
• Minimum age requirement: 21 years old (MAS requirement)
• Understanding of commercial trends and marketing strategies.
• Good project management skills.
• Excellent interpersonal skills.
• Ability to work well under pressure.

Responsibilities

• Develop and execute strategies to acquire new clients and expand existing relationships.
• Manage client relationships, focusing on loans including Commercial Property, Equipment and Machinery, Vehicle, and Land & Construction, as well as Hire Purchase agreements.
• Assess client financial needs and recommend appropriate loan products and solutions.
• Prepare and present loan proposals to clients, ensuring alignment with risk policies and regulatory requirements.
• Collaborate with internal stakeholders such as credit analysts, legal advisors, and product specialists to structure complex loan transactions.
• Monitor loan portfolio performance, conduct regular reviews, and manage credit risk effectively.
• Provide timely and accurate financial advice and support to clients.
• Stay updated on industry trends, market conditions, and regulatory changes affecting loan products.
• Maintain compliance with internal policies, procedures, and regulatory guidelines.
• Handle any other duties as assigned by management.

Requirements:

• Diploma in Finance, Business Administration, or a related field.
• Minimum 1 year of experience in relationship management within the financial services industry, with a focus on loans.
• Proven track record in sales and business development, with a strong network in Singapore’s financial market.
• In-depth knowledge of loan products such as Commercial Property, Equipment and Machinery, Vehicle, Land & Construction, and Hire Purchase is an advantage
• Excellent communication, negotiation, and presentation skills.
• Ability to work effectively under pressure and meet deadlines.
• Strong analytical skills and attention to detail.
• Proficiency in MS Office and CRM software.

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: L4Y6697V

Duties & Responsibilities:

1. Client Consultation:

· Meet with clients to understand their financial goals and needs.

· Collect and analyze information regarding income, expenses, and risk tolerance.

2. Financial Planning:

· Develop tailored financial plans that align with clients' goals.

· Recommend investment strategies, insurance policies, and other financial products.

3. Investment Management:

· Advise clients on investment options and manage their portfolios.

· Monitor and adjust investment strategies as market conditions change.

4. Risk Management:

· Evaluate clients' risk profiles and recommend appropriate insurance coverage.

· Plan for risk management through diversification and other strategies.

5. Retirement Planning:

· Help clients prepare for retirement by assessing income needs and planning accordingly.

· Advise on pension plans, IRAs, 401(k)s, and other retirement options.

6. Ongoing Client Support:

· Regularly review and update financial plans based on clients' changing needs.

· Provide continuous advice and support to clients regarding financial decisions.

7. Regulatory Compliance:

· Ensure that all financial advice and actions comply with current laws and regulations.

· Maintain necessary licenses and certifications.

Experience/Requirements:

1. Educational Background:

· A bachelor's degree in finance, economics, accounting, or a related field.

· Advanced degrees (e.g., MBA) can be advantageous but are not always required.

2. Licensing:

· Necessary licenses include SCI M5, M9, M9A, HI (SG specific) to sell basic financial products like insurance & investments.

· M8, M8A, M6 licensing for selling CIS/Securities products, if applicable.

3. Certifications:

· Certified Financial Planner (CFP) designation is highly valued.

· Other certifications like Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) may also be beneficial.

4. Experience:

· Typically, 3-5 years of experience in financial planning, investment advisory, or a related role.

· Experience working with financial software and tools is often required.

5. Skills:

· Strong analytical skills to assess financial data and trends.

· Excellent interpersonal and communication skills for client interaction.

· Ethical decision-making and adherence to fiduciary responsibilities.

· Ability to build long-term relationships with clients.

· Knowledge of investment strategies, and financial products.

6. Personal Qualities:

· High level of integrity and professionalism.

· Detail-oriented and able to manage multiple clients and tasks simultaneously.

· Ability to work independently and as part of a team.

This role requires a combination of technical financial knowledge and strong interpersonal skills to effectively guide clients through their financial journeys.

Job Description:

1) Manage delinquent and bad debt accounts through monitoring and analysing database

2) Guide and ensure team members negotiation skills are effective

3) Responsible for repossession matter including auction and tender of repossessed assets, according to the rules and regulations

4) Initiate, handle and monitor legal actions with solicitors

5) Assist in review, develop and executing collection action plans and strategy towards achieving set targets

6) Handle and manage complaints or issues escalated from internal collection teams

7) Weekly review and conduct monthly meeting according to frequency

8) Preparing monthly management reports on the collection and recovery position

9) Continually evaluate internal processes and improve

10) Collaborate with cross functional teams, including operations, risk, compliance and finance to ensure that collection activities are aligned with company goals

Requirement:

1) Academic qualification: Diploma & equivalent

2) At least 5 years of working in handling collection and debt recovery

3) High level of integrity, meticulous and detail-orientated

4) Strong ownership with ability to operate in a flexible, dynamic environment

5) Ability to multi-task, deliver results and solve problem well under pressure to meet deadlines

6) Open and willing to learn new things, take on new challenges and make adjustments to suit transitions in the workplace

Duties & Responsibilities:

1. Client Consultation:

· Meet with clients to understand their financial goals and needs.

· Collect and analyze information regarding income, expenses, and risk tolerance.

2. Financial Planning:

· Develop tailored financial plans that align with clients' goals.

· Recommend investment strategies, insurance policies, and other financial products.

3. Investment Management:

· Advise clients on investment options and manage their portfolios.

· Monitor and adjust investment strategies as market conditions change.

4. Risk Management:

· Evaluate clients' risk profiles and recommend appropriate insurance coverage.

· Plan for risk management through diversification and other strategies.

5. Retirement Planning:

· Help clients prepare for retirement by assessing income needs and planning accordingly.

· Advise on pension plans, IRAs, 401(k)s, and other retirement options.

6. Ongoing Client Support:

· Regularly review and update financial plans based on clients' changing needs.

· Provide continuous advice and support to clients regarding financial decisions.

7. Regulatory Compliance:

· Ensure that all financial advice and actions comply with current laws and regulations.

· Maintain necessary licenses and certifications.

Experience/Requirements:

1. Educational Background:

· A bachelor's degree in finance, economics, accounting, or a related field.

· Advanced degrees (e.g., MBA) can be advantageous but are not always required.

2. Licensing:

· Necessary licenses include SCI M5, M9, M9A, HI (SG specific) to sell basic financial products like insurance & investments.

· M8, M8A, M6 licensing for selling CIS/Securities products, if applicable.

3. Certifications:

· Certified Financial Planner (CFP) designation is highly valued.

· Other certifications like Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) may also be beneficial.

4. Experience:

· Typically, 3-5 years of experience in financial planning, investment advisory, or a related role.

· Experience working with financial software and tools is often required.

5. Skills:

· Strong analytical skills to assess financial data and trends.

· Excellent interpersonal and communication skills for client interaction.

· Ethical decision-making and adherence to fiduciary responsibilities.

· Ability to build long-term relationships with clients.

· Knowledge of investment strategies, and financial products.

6. Personal Qualities:

· High level of integrity and professionalism.

· Detail-oriented and able to manage multiple clients and tasks simultaneously.

· Ability to work independently and as part of a team.

This role requires a combination of technical financial knowledge and strong interpersonal skills to effectively guide clients through their financial journeys.

A self-directed team player in the Distribution & Marketing Department focusing on supporting and managing business plans and strategies to promote business growth.

Key Responsibilities include:

• Assist and support the CEO in the following (but not limited to):
• Support in recruitment and outreach efforts
• Review work processes and controls to improve effectiveness and efficiency
• Ensuring all operations are compliant with internal guidelines and regulatory requirements
• Assist in the preparation of business papers of the various financing schemes and incentives
• Monitoring, validating, and reporting on all financing schemes and incentives
• Timely reporting and analysis on all financing schemes and incentives to ensure achievement of plans and objectives
• Provide administrative support and perform any other project and ad-hoc tasks to assist the team
• Support the CEO in various corporate projects and initiatives

Requirements:

• Possess at least a Diploma
• Excellent organizational and time management skills
• Strong written and verbal communication skills with the ability to present analysis and recommendation.
• Good Problem-solving skills
• Excellent MS office skills - Powerpoint and Excel.
• Project Management and Business Analysis skills
• 2-3 years relevant experience
• Ability to work well under pressure and managing tight deadlines in a fast-paced environment
• Capable of managing multiple tasks priorities effectively

IPP, Singapore's oldest and largest Licensed Financial Adviser, is looking to recruit Business Development Managers for a specialist, growing team focused on advising international and expatriate clients.

We are looking for BDMs to proactively source and screen prospective clients, reach out to them via networking events, email campaigns and extensive cold calling, and subsequently arrange meetings between them and our Financial Advisers. Therefore, aside from excellent lead generation techniques, candidates must have superb communication skills and will ideally have demonstrated this in previous work experience.

The role will involve a high degree of telemarketing activity and the successful candidate will ideally have experience in this field as they will be required to make a minimum of 100 telemarketing calls every day, without fail. Only the most driven, tenacious candidates should apply.

The highest level of written and spoken English will be required as not only will you be required to build rapport and demonstrate verbal skills of persuasion, you will also need to reach out to Prospects via email and social media marketing campaigns. To that end, candidates who have demonstrable experience in such online marketing campaigns, particularly those with proficiency in using LinkedIn for this means – and for broader Business Development purposes- are highly sought after.

Our target market segment are generally high level Executives, so any experience in working with this Group would be advantageous. This includes Europeans whose native language is not English, so the ability to speak (and/or write) in European languages other than English would be a positive.

Tertiary qualification highly desirable, with financial and/or marketing disciplines strongly preferred.

Successful candidate can expect a basic salary in the range of $3,750-$5,625 dependent on skills and experience, plus commission on target commission earnings of circa $40k.

Our client is hiring for (Team Leader) Customer Financial Service (Japanese Speaking / Korean speaking) is in charge of credit assessment and credit collection.

There will be great opportunities for learning and career progression in this role and organization depending on your strengths, performance and passion.

Clients: B2B customers

Job Responsibilities

1. Lead the team and each team member to meet KPI and achieve the team goal
2. Perform Collection and improve Accounts Receivable performance of APAC customers
3. Engage internal & external customers (Sales, Operations, Dispute Research Team, Customer
4. Accounts Payable /Logistics/management, etc.) to resolve issues that prevent customer payment performance
5. Following up with customer for payment via phone calls
6. Assisting customer in resolving billing related issues
7. Perform administrative tasks related to credit and collection

Job Requirements:

• Ability to interact with customers via email / phone to achieve work responsibility
• Experiences in Customer service or Financial Services or Accounting related
• Ability to use internal systems for transaction and Excel
• Problem solving skills
• Basic English for internal communication
• Business Proficiency in Japanese or Korean to liaise with Japanese speaking/ Korean speaking customers in Japan / Korea
• Ability to communicate with customer patiently and precisely
• Team player for achieving goal as a team

Interested applicants, please send your resume to Tiffany (R1104633) [email protected] with email subject header "Job Application for (Team Leader) Customer Financial Service (Japanese Speaking / Korean speaking) - TK " .

We regret that only shortlisted candidates will be notified. Other applications will be updated to our database for future job opportunities.

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Thank you for your kind understanding and co-operation.

Pasona Singapore Pte Ltd

EA License No:90C4069

R1104633

Koh Jia Wen

Aik Lee Industries Supply

Subsidiary of Allinton Engineering & Trading

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

KEY ROLES AND RESPONSIBILITIES:

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

· Establish and maintain robust internal control systems.

· Identify the critical cost area with different business units.

· Improve the internal control systems.

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

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

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

· Prepare accurate and timely statutory reports.

· Prepare the management report.

Propose cost improvement to business units

ADDITIONAL INFORMATION:

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

About CapBridge

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

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

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

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

Key Responsibilities:

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

Requirements

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

Role Definition

Identifies and manages the best bonds, stocks, and other securities that fit the investment strategy determined basis

requirements of the investor.

Responsibilities

• Establishing investment strategy for a client based on market research and client's risk appetite, etc.;

Building investment portfolio including various stocks, bonds, and other securities.

• Creating reports to depict fund performance, identifying any risks, or propose any new investments to

increase the fund's profitability.

• Monitoring changes in economic environment, market trends and understand their impact on the risks and returns of the investment; Persisting on enhancing the investment strategies.

• Developing relationships with relevant market participants and clients to determine market positioning;

Creating proposals for prospective customers considering their financial goals.

Skill Descriptors

Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.

Level Extensive Experience:

• Designs the organization's planning processes and decision-making channels.

• Explains business issues and trends of own business unit as compared to other business units.

• Demonstrates a big picture understanding of the business, its interrelationships, and priorities.

• Demonstrates strong foundation of business fundamentals, measurement, and business finance.

• Develops business cases for own function; reviews and critiques cases for other functions.

• Explains advantages and risks of using business simulations for critical business decisions.

Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.

Level Extensive Experience:

• Seeks discrepancies and inconsistencies in available information; explains variances.

• Organizes and prioritizes the sequence of steps to be taken to remedy the situation.

• Identifies many possible causes for a problem based on prior experience and current research.

• Approaches a complex problem by breaking it down into its component parts.

• Chooses among a diverse set of analytical tools according to the nature of the situation.

• Quantifies the costs, benefits, risks, and chances for success before recommending a course of action.

Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.

Level Extensive Experience:

• Directs strategic alliances and partnerships for mutual benefit.

• Makes sound business decisions on behalf of the group when faced with complex and contradictory alternatives.

• Builds the strategic thinking capability of the group.

• Interprets available data and analyses when creating business plans.

• Recommends ways to position the organization for long-term competitiveness.

• Prepares the group's response to key marketplace trends, opportunities, and vulnerabilities.

Staff and Career Development: Knowledge of available internal and external learning resources and ability to address learning, training, and career development needs of individuals, teams or organization.

Level Working Knowledge:

• Determines individual and team competency requirements, vulnerabilities, and learning needs.

• Develops learning program for closing own short- and long-term competency gaps.

• Clarifies own career aspirations.

• Seeks opportunities that meet developmental needs of self or associates.

• Adjusts development plans to better serve business needs.

Asset and Liability Management (ALM): Knowledge of asset and liability tools, techniques and business practices;

ability to manage, measure, and monitor risks associated with assets and liabilities.

Level Expert:

• Advises portfolio managers and ALM committees on managing risk-return profiles of portfolios and products.

• Leads discussions on the rationale for modifying or switching asset liability portfolio risk management strategies.

• Predicts the future trends and developments in asset and liability management.

• Develops ALM portfolio and risk management strategies for unique, complex, and risky situations.

• Creates a monitoring system for business environment, risks, and financial instruments in order to assess validity and relevance.

• Proposes alternative strategies to achieve desired and optimal ALM risk-return profiles.

Financial Markets: Knowledge of the products, types, competitors, customer base, major issues and regulatory considerations in the financial markets; ability to apply financial market knowledge to various business environments.

Level Extensive Experience:

• Creates and defines standards to evaluate the financial status for large organizations.

• Elaborates on the threshold and limitation to enter into financial markets for various industry participants.

• Analyzes the impact of interest rate changes on the economy.

• Consults on trading platforms and operations of various financial markets.

• Provides coaching on the analysis and valuation models for various financial markets.

• Takes effective measures to ensure regulatory compliance of financial markets.

Financial Risk Management: Knowledge of tools, techniques, and strategies applied in financial risk management;

ability to quantify, qualify, and manage financial risk.

Level Extensive Experience:

• Updates and implements improvements to risk assessment and management methods.

• Evaluates the benefits and drawbacks of alternative risk management approaches.

• Recommends risk assessment procedures and techniques based on organizational need.

• Consults on a variety of risk assessment approaches and applications.

• Evaluates, recommends, and justifies optimum risk management scenarios.

• Advises others on a variety of risk and reward factors and their relationships.

Treasury Management: Knowledge of the principles and methods of managing treasury; ability to use tools, techniques and processes to maximize the value of an organization's financial assets and revenue while minimizing risk.

Level Extensive Experience:

• Trains others in the identification and active management of financial risk.

• Supervises all aspects of treasury management.

• Recommends innovative ways to maximize the return on operating assets.

• Pursues opportunities to minimize borrowing and banking costs.

• Maintains active, productive relationships with financial services providers.

• Evaluates alternative treasury management practices used by multiple and diverse organizations.

Top candidate will also have:

• Leadership and prior team management experience