Total 1,648 financial planner job vacancies in 3 CHANGI BUSINESS PARK CRESCENT CHANGI BUSINESS PARK SINGAPORE

Responsibilities:

• Collaborate with the Head office to understand data governance requirements and ensure timely and accurate delivery of related tasks.
• Review and develop the bank’s data governance policies and procedures in accordance with the Head Office’s policy and regulatory requirement.
• Assist in the development of data quality management framework, including conducting training sessions to facilitate effective implementation and perform periodic reviews with relevant departments to identify and address data quality issue.
• Serve as Business analyst to document the requirements relating to regulatory reporting or data management, and effectively communicate these requirements to IT Department;
• Utilize the internal data visualization tools to assist users in executing data analytics and visualization projects.

Requirements:

• Bachelor or higher degree in Mathematics, Computer Science, Statistics, Data Science or equivalent professional certificates.
• At least 2 years of business analyst or data management experience, experience of data governance in banking industry is preferred
• Knowledge of data governance practices and methodology
• Knowledge of database and SQL programming
• Self-driven, a team player and good coordination
• Strong data related analytical skills with an eye for details
• Good communication skill in English and Mandarin and ability to interact effectively with people at different level.
• Strong business acumen with excellent communication skills

Key responsibilities:

• Overall control of all financial, tax and audit matters which includes but not limited to:

1. Month end close and monthly management reporting
2. Monthly cash flow analysis and forecasting for all entities within the group
3. Tax computation, analysis and forecasting, liaise with tax advisors on tax payable, thin capitalisation and transfer pricing matters for the group
4. Bank debt reporting and adherence to loan covenants
5. Ensure fixed asset registers (both tax and accounting) are updated and current
6. Responsibility for the annual audit process and overall project management delivery for preparation of the statutory accounts
   Overall cash management – including capital expenditure and projects

• Lead and manage the budgeting process
• Treasury matters including bank financing, hedging transactions
• Insurance/risk management
• Lead and develop finance team
• Responsibility for ensuring the robustness of financial controls and processes
• Review of the performance, cashflows and balance sheet of the underlying property assets
• Assist in any acquisition or disposal of the property assets which includes but not limited to

1. Financial due diligence
2. Liaison in the setting up of new entities and bank accounts
3. Assist in bank financing and re-financing
4. Financial modelling and analysis including preparation of internal valuations
5. Assist in calculation of returns on investment
   

• Assist in formulating the company’s future direction and supporting tactical initiatives
• Develop financial and tax strategies
• Understand and mitigate key elements of the company's risk profile, monitor all open legal issues involving the company, and legal issues affecting the industry and maintain appropriate insurance coverage
• Handle any other task that is assigned by the supervisor from time to lime as deemed necessary to carry out the duties

Key requirements:

• 10+ years of experience in a senior financial managerial position preferably with a property, hospitality or investment industry background handling month end close, management reporting, cash flow analysis, tax and statutory filing requirements for a comparable organisation in size, scale and complexity; and covering Australia and New Zealand operations
• Bachelor's Degree in Accounting, Finance, or related field and professional accounting qualifications such as CA or CPA
• Exceptional interpersonal communication, high degree of emotional intelligence and leadership skills, with the ability to communicate and manage staff at all levels
• Ability to collaborate with team members outside of finance as well as upper management to organise, plan and achieve company financial goals
• Sound decision-making skills based on accurate and timely analyses
• Results-oriented and metrics-driven
• Exceptional time management and ability to solve problems
• Ability to lead by example and demonstrate a strong sense of integrity, ethics and dependability
• Professional written and oral communication skills
• Confident in presenting results to an audience
• Strategic thinking, planning and creative problem-solving skills
• Ability to work under pressure
• Advanced computer software skills, including Excel and financial reporting software

*Under 2 years secondment in local terms*

All applications will be treated in the strictest confidence. Personal data provided will be used for recruitment purposes only.

Please apply with your CV in word document format. We regret to inform that only shortlisted candidates will be notified. For other positions related to real estate, please go to https://careers.tri-cap.com.sg/.

EA Licence: 24S2282

​EA Personnel: R21102223

Position Overview:

We are seeking a dynamic and motivated Assistant Relationship Manager to join our team. The ideal candidate will support the Relationship Manager in managing client relationships, providing personalized service, and assisting with various administrative tasks to ensure smooth operations within the firm.

Responsibilities:

Client Relationship Management & Communication:

• Assist the Relationship Manager in building and maintaining strong relationships with clients, addressing their inquiries, and providing timely support.
• Serve as a point of contact for clients, promptly responding to emails, phone calls, and other inquiries, and effectively communicating updates and relevant information.
• Collaborate with colleagues across departments, including Sales, Compliance, and Operations, to deliver seamless service and support to clients.

Client Onboarding:

• Facilitate the onboarding process for new clients, including collecting required documentation, verifying identity, and ensuring compliance with regulatory standards.

Document Checks and Completion:

• Collating and ensuring documents are submitted according to our checklist and most importantly completing the necessary documents on behalf of our clients.

UAT & Support:

• Assist and train clients in the use of MetaComp’s systems for their trading/investment/fund management activities.
• Work closely with internal teams to test systems and provide feedback and suggestions for enhancement.
• Assist with administrative tasks such as preparing reports, maintaining client records, scheduling appointments, and coordinating meetings.

Market Research:

• Stay informed about cryptocurrency markets, industry trends, and regulatory developments to provide clients with accurate information and insights.

Compliance:

• Ensure compliance with all relevant regulatory requirements and internal policies, and assist in monitoring and reporting any suspicious activities or transactions.

Requirements:

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Min. 2 years of Assistant Relationship Manager experience or Prior experience in client relationship management, preferably in the financial services or cryptocurrency industry.
• Strong understanding of cryptocurrency markets and blockchain technology.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Detail-oriented with strong organizational skills and the ability to multitask effectively.
• Proficiency in Microsoft Office Suite and CRM software.
• Knowledge of regulatory requirements related to cryptocurrencies (e.g., KYC, AML) is a plus.
• Bilingual in both English and Mandarin for communication with internal English and Chinese speakings stakeholders.

DUTIES AND RESPONSIBILITIES

• Oversight of Financial Lines product offering (D&O, EPL, PI, PTL, Fidelity, Cyber)
• Lead the International regions in the implementation of the strategies within the agreed business plan.
• Ensure portfolio’s performance satisfies business' Underwriting Business Plan.
• Ensure appropriate levels of underwriting authority are delegated and upheld for each international underwriting leader and cascaded appropriately.
• Oversee that FL business added and retained within the portfolio is accretive to overall profit performance.
• Maintain strategy for reinsurance protection, aligned with business plans, for approval by the underwriting leadership.
• Monitor accumulations and aggregations against international business plans and reinsurance treaties and take any necessary corrective action.
• Maintain a close working relationship with internal stakeholders (Claims, Actuarial, Operations, BDM)
• Develop existing and new distribution channels in Asia Pacific region
• Handling Financial Lines underwriting referrals from across the region to ensure consistency in risk selection
• Work closely with managers and underwriters within the Asia Pacific team to grow the portfolio successfully and profitably
• Work with Senior Management and Human Resources to develop organizational capability and identity, recruit and develop people to drive its long-term ambitions.
• Embed and maintain a culture of ethical behavior to support the Conduct Risk Framework.
• Participate in external events when required as a representative of the company
• Assist Local and Regional Heads with budgets, reports and Reinsurance Treaty requirements

QUALIFICATIONS

• Bachelor (Finance and Accounting degree are preferable)
• Advanced knowledge of insurance and risk management principles
• Minimum 15 years Financial Lines insurance industry experience in underwriting and/or broking
• High level of knowledge of the Asia Pacific insurance and Financial Lines market
• Ability to work independently and also ability to work well within a team environment
• Good written and oral communication skills
• Good planning and organizational skills
• Advanced analytical, numerical and literacy skills
• Proficient with computer, and experience with Word, Excel, PowerPoint, Outlook and other industry related

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.
EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)
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Job Profile Summary:

You will provide sound insurance and reliable financial advice to bank customers by analyzing their financial needs and exceeding their service expectations. FSCs are also to maintain a strong rapport with the bank partners and grow and strengthen relationship with bank customers.

Job Description:

Provide sound & reliable financial advice to bank customers:

• Stationed in bank branch to provide financial solutions to customers
• Establish customers' financial goals
• Determine their current financial situations to identify any shortfalls
• Develop wealth management strategies to plan for their future
• Customize solutions for individual needs and regularly review financial plans
• Be a financial solutions provider who provides affordable solutions and options to help customers achieve their financial goals
• Act as financial coach to provide guidance on saving

Maintain strong rapport with bank partner:

• Work closely with branch staff to provide innovative product solutions to address customers’ health protection and long-term savings and investment needs
• Develop & grow the business portfolio with bank partner to achieve premium growth & underwriting profit objectives

Grow & strengthen relationship with customers:

• Foster and enhance relationships with partners’ customers, with special focus on Prudential range of insurance products to complement the customers' existing financial and investment portfolio
• Provide quality, efficient after sales services

Who we are looking for:

Competencies & Personal Traits

• Exhibit ability to deliver effective communication and excellent interpersonal skills
• Possess strong leadership qualities and a mind towards excellence
• Analytical and strong problem solving abilities
• Dynamic individual who strives in fast moving environment

Working Experience

• Minimum 1 year of relevant working experience in insurance

Education

• Degree in Business relevant fields of studies

Responsibilities

• Responsible for Financial Reporting and Management Reporting
• Prepare and analyze financial statements, audit schedules, and sustainability reports, ensuring compliance and timeliness.
• Compile and submit MAS reports, tax filings, and other regulatory surveys accurately.
• Assist in preparing detailed management reports, including cost of funds and variance analysis.
• Support the budgeting process and contribute to financial planning and analysis efforts.
• Perform daily liquidity management tasks, optimizing returns on surplus funds.
• Identify and implement process improvements in financial reporting and operational procedures.
• Collaborate with finance functions to enhance financial policies, internal controls, and systems.
• Provide support for strategic projects and liaise with senior management on Board-related matters.

Requirements:

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

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: L4W584VV

Responsibilities

• Provide clients with tailored advice on personal loan products, ensuring their financial needs are met effectively.
• Explain loan terms, conditions, and repayment plans clearly and comprehensively.
• Facilitate the entire loan application process, including managing necessary documentation and conducting preliminary credit evaluations.
• Collaborate with compliance teams to ensure applications meet all internal policies and regulatory standards.
• Liaise with internal departments to expedite the approval and disbursement of loans.
• Establish trust-based relationships with clients through consistent communication and dedicated support.
• Address client concerns and resolve issues professionally and efficiently.
• Actively promote loan offerings, engage potential clients, and develop a network of referrals to expand the client base.

Requirements:

• At least 1 year of experience in the financial or lending sector with a solid performance record.
• Familiarity with Singapore’s lending regulations is advantageous.
• Exceptional communication and interpersonal skills with a strong focus on customer satisfaction.
• Proven ability to handle sensitive financial data with the utmost confidentiality and professionalism.

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: L95W9VVY

Responsibilities

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

Requirements:

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

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

Email resume to [email protected]

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

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

Posting Personnel: Ng Jwee Ken

Ref: L6Y9V6XR

Senior Accounts Executive ( Full Sets )

Salary: $ 3200 - $ 3600 (Depends on Work Experiences)
Working Time: Monday to Friday, 8am - 5pm
Working location: Ang Mo Kio Ave

Job Responsibilities

Supervision and Team Management:

• Oversee the daily operations of the accounting department.
• Provide guidance, support, and supervision to accounting staff.
• Leading and motivating the accounting team in order to achieve the set OKR and KPI
• Ensure that team members adhere to accounting principles and company policies.
• Prepare financial forecast for inter-companies billing.
• Work with department heads to align financial goals across the company

Financial Reporting:

• Maintain Full set of accounting records for multiple companies.
• Prepare staff allocation report.
• Work closely with external counterparties for completion of monthly/yearly closing.
• Provide reliable data for cash flow projections.
• Prepare and review quarterly GST reporting.
• Prepare monthly accounting schedule.
• Prepare and review group of month-end closing report to managements.
• Oversee the preparation of financial statements, ensuring accuracy and compliance with accounting principles and standards.
• Ensure timely completion of monthly accounts of companies directly under your responsibility and other group of companies handled by accounting staff.

General Ledger Management:

• Oversee general ledger activities, including journal entries and account reconciliations.
• Ensure all financial transactions are recorded accurately and on time.
• Reviewing financial statements for accuracy and make adjustments when needed.
• Implement and maintain internal controls to protect company assets.

Compliance and Regulations:

• Stay updated on accounting regulations and ensure the company stays compliant..
• Ensure compliance with local government requirements and timely reporting to relevant regulatory bodies.
• Coordinate with auditors and external consultant on compliance matters.

Process Improvement:

• Identify areas for improvement and increase efficiency in accounting processes.
• Implement best practices to streamline accounting procedures.
• Participate in system upgrades or implementations.
• Perform other related duties as assigned by immediate superior.

Job Requirement

• Diploma or Accounting qualifications.
• Minimum 2 years of relevant experience in accounting job, ability to maintain full set of accounts will be an advantage

Lee Wan Ling | Reg No: R23116154

THE SUPREME HR ADVISORY PTE LTD | EA No: 14C7279

​Charterhouse Partnership is currently sourcing for a FCC Advisory AVP. Reporting to the Head of Compliance, the incumbent will provide AML/CFT compliance support to the business lines operating in the Singapore Branch.

Responsibilities

Working closely with the Head of Compliance, you will perform regulatory gap analysis to review and update AML / CFT Framework programs and related Appendices for regional consistency.

You will be responsible in generating Management Information to demonstrate satisfactory management of non-compliance risks, incorporating new regulatory expectations, and identified improvement actions when necessary. You will also be involved in existing remediation plans.

You will act as a business enabler in partnership with the first line of defense to manage non-compliance risk and provide AML/CFT expertise and solutions to support business development and strategic initiatives.

Requirements

• Bachelor's degree with a minimum of 6 years of FCC compliance experience.
• Demonstrate a comprehensive understanding of banking products, as well as the corresponding regulations pertaining to anti-money laundering (AML) and countering the financing of terrorism (CFT).
• Exhibit the ability to interpret and effectively communicate laws, rules, and regulations to ensure operational compliance within the business lines.
• Take a proactive approach and display high motivation, along with the maturity to handle challenging situations.
• Possess strong written and oral communication skills in English.

For more information on the above position, or to discuss the compliance market in general, please send your CV to Xuan Kwok at [email protected] or call 6950 0354 for a confidential discussion.

EA License no: 16S8066 | Reg no.: R1433611

Only successful candidates will be notified.

Responsibilities

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

Requirements:

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

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

Email resume to [email protected]

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

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

Posting Personnel: Ng Jwee Ken

Ref: L6Y9V6XR

As part of our recruiting process, interested candidates are to complete an application through our careers website at: https://www.pwc.com/sg/en/careers.html

How will you value-add?

As a Senior Manager, you’ll work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution. Specific responsibilities include but are not limited to:

• Proactively lead the practise by setting strategy, drive the development of new business in the market, and provide technical advice across disciplines
• Building strong networks within the firm to spot and capitalise on opportunities to get involved in projects that others are leading across a number of different business units and sectors
• Identifying and discussing key issues with our clients to identify potential opportunities
• Responsibility for a majority of day to day client communications
• Responsibility to shape and deliver various projects that exceed the expectations of our clients and our own assignment quality criteria
• Manage and deliver large projects by developing the project team, assessing engagement risks throughout, driving conclusions, and reviewing / challenging the output produced by the team
• Responsibility for management of engagement financials
• Helping to grow and develop our team through hands on training and coaching

About you

• Possess good degree qualifications in accounting or business from recognised Universities, or professional accounting qualifications.
• Minimum 6 years of relevant experience in global accounting firms, with detailed knowledge and understanding of financial due diligence and M&A processes
• Demonstrates proven expertise and success in leadership roles providing financial due diligence and other transaction-related services to large company and private equity fund clients.
• Demonstrates proven expertise and success in leadership interviewing executive management at target companies, as well as extensive knowledge assessing a target company's quality of earnings, net assets, and cash flows.
• Prior experience working in South East Asia is highly regarded, but not essential.
• Excellent written and oral communication and presentation skills.
• Strong analytical skills including the ability to interpret data, generate insights and construct solutions.
• Enthusiasm to work as part of a team based across multiple geographies to meet challenging client deadlines in a fast paced environment.

About the company

My client is a global leader in financial insights, analysis, providing comprehensive tools and solutions for credit ratings, risk assessment, and market intelligence to financial institutions & beyond and helping them drive & make strategic decisions.

As part of its expansion, they are looking for a Client Engagement Manager to join their regional team where you would play a critical role in onboarding clients, providing continuous education, and building strategies to enhance engagement and retention.

About the role

Reporting to to the APAC Regional Director, your responsibilities would includes

• Oversee the onboarding for new clients, ensuring they are well-equipped to utilize the company's web platforms effectively.
• Collaborate closely with clients to understand their needs and objectives, ensuring the platform delivers measurable value.
• Provide ongoing support to existing customers, offering solutions to optimize their experience and drive success.
• Develop strong relationships with clients, becoming their trusted advisor for the platform.
• Monitor usage patterns and proactively address issues to ensure long-term satisfaction and retention.
• Partner with sales colleagues to identify opportunities for growth within existing accounts.
• Gather customer feedback and insights to influence product development and improve user experience.
• Stay informed about industry trends and competitors to offer relevant and impactful advice to customers.

Skills and experience required

• Proven experience in customer success, account management, or a related field, preferably in financial services or SaaS platforms.
• Exceptional communication and presentation skills, with the ability to translate technical information into user-friendly language.
• Strong analytical skills to interpret customer data and usage patterns for actionable recommendations.

If you are interested in the position, please click “apply” David Lerh (EA:94C3609/ R1769977).

Job Description

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

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

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

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

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

General Job Requirements:

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

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

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

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

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

Position Specific Job Requirements:

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

Knowledge, experience, competencies:

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

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

Key Responsibilities:

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

Qualifications:

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

The CFO team

The team helps businesses with their financial reporting and accounting needs in all areas of the business lifecycle. The team works across a wide range of industries, to advise clients on matters such as interpretation and implementation of standards, preparation and consolidation of financial statements, and for accounting for business transactions.

Working together towards this objective, the dynamic team has a collaborative culture with supportive leaders. The open and encouraging culture places great focus on the growth of its people and the leaders of team are always accessible and ready to support the team.

Position Overview:

We are seeking a highly skilled Finance Transformation Manager to join our growing CFO Advisory team. In this role, you will lead projects that help our clients implement and optimize finance transformation strategies, focusing on improving their finance operations, technology, and overall efficiency. You will work with senior stakeholders, helping them design and implement new finance operating models, enhance digital capabilities, and manage the integration of advanced financial technologies.

As a Finance Transformation Manager, you will be expected to deliver high-quality solutions across areas such as finance process redesign, finance technology implementation, and financial reporting improvements, with a particular focus on various finance technology tools. This role is ideal for professionals with a strong background in finance transformation, accounting processes, and finance technology who are eager to make a meaningful impact for clients across diverse industries.

Responsibilities:

Lead Finance Transformation Projects:

• Manage end-to-end finance transformation initiatives, ensuring that projects are delivered on time, within scope, and budget. Oversee the development and implementation of target operating models, process reengineering, and digital finance solutions, including financial close processes and shared services models.
• Design and implement finance technology solutions to optimize key processes such as accounts payable/receivable, general ledger, financial reporting, and reconciliation.

Client Engagement & Stakeholder Management:

• Act as the primary point of contact for clients, leading strategic conversations, workshops, and presentations for senior management. Collaborate with client finance teams, senior executives, and technical stakeholders to align finance transformation strategies with broader business objectives.
• Provide expert advice on complex finance transformation topics, from process redesign to technology selection and implementation.

Business Case & Technology Enablement:

• Lead business case development for finance transformation programs, providing recommendations on technology solutions, organizational design, and process changes to enhance client financial operations.
• Drive the selection, configuration, and implementation of financial technologies that enable efficient financial reporting, reconciliation, and compliance.

Continuous Improvement & Methodology Development:

• Lead the development of finance transformation methodologies, tools, and best practices. Continuously improve service offerings by identifying and implementing best-in-class practices and emerging technologies to enhance clients' financial processes.
• Conduct assessments of clients' current finance operations, identify gaps, and recommend improvements for process optimization.

Team Leadership & Mentoring:

• Manage and mentor junior team members, providing guidance on project delivery, technical challenges, and career development.
• Promote a collaborative environment, working closely with other teams (e.g., audit, tax, technology) to deliver comprehensive, integrated services to clients.

Business Development & Proposal Support:

• Identify new business opportunities within existing client relationships and drive the development of proposals for new clients.
• Participate in the sales process by presenting solutions, leading proposal development, and helping clients understand the value of finance transformation initiatives.

Qualifications & Requirements:

• A degree in Accounting, Finance, or a related field. Postgraduate qualifications (e.g., MBA, CPA, CA) are highly preferred.
• A minimum of 8-10 years of relevant experience in finance transformation, with a strong understanding of finance operations, process redesign, and technology implementation.
• Proven experience in managing finance transformation projects, including the implementation of financial systems.
• Expertise in finance processes such as financial close, general ledger, reconciliations, and reporting, as well as experience with shared services and process reengineering.
• Experience in leading and mentoring teams, with strong leadership and interpersonal skills.
• Demonstrated ability to engage with senior stakeholders, lead client workshops, and communicate complex solutions clearly.
• Strong project management skills, including the ability to manage multiple client engagements simultaneously, ensure project delivery on time and within budget, and manage client expectations.
• Experience in business development and proposal writing, with a track record of identifying and winning new business opportunities.
• Strong communication skills, with proficiency in Microsoft Excel and familiarity with financial reporting tools (e.g., XERO, Quickbooks, SAP).
• Experience with MAS regulatory reporting or familiarity with global accounting standards (e.g., IFRS, US GAAP) is a plus.

Responsibilities

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

Requirements:

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

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

Email resume to [email protected]

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

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

Posting Personnel: Ng Jwee Ken

Ref: L739Y773

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

About Us

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

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

Your Role

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

Key Responsibilities

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

What You Bring

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

What We Offer

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

Why Join Us?

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

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

Responsibilities

• Responsible for Financial Reporting and Management Reporting
• Prepare and analyze financial statements, audit schedules, and sustainability reports, ensuring compliance and timeliness.
• Compile and submit MAS reports, tax filings, and other regulatory surveys accurately.
• Assist in preparing detailed management reports, including cost of funds and variance analysis.
• Support the budgeting process and contribute to financial planning and analysis efforts.
• Perform daily liquidity management tasks, optimizing returns on surplus funds.
• Identify and implement process improvements in financial reporting and operational procedures.
• Collaborate with finance functions to enhance financial policies, internal controls, and systems.
• Provide support for strategic projects and liaise with senior management on Board-related matters.

Requirements:

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

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: L4W584VV

Position: Wealth Executive

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

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

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

Unique Selling Points (USPs) of Company:

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

Who We Welcome:

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

Requirements:

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

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

OR

Email to : [email protected]

Lydia Chieng Zhi Yee Reg No: R1988890

The Supreme HR Advisory Pte Ltd EA No: 14C7279

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

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

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

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

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

General Job Requirements:

Based in Singapore and reporting to the Asia 5 + ANZ STS Lead of APAC Global Financial Solutions (GFS), this position will be responsible for the delivery of Source to Settle (STS) & Order to Cash (OTC) services mainly focusing on Korea market.

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

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

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

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

Position Specific Job Requirements:

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

Knowledge, experience, competencies:

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

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!