Total 173 financial planner job vacancies in D02 Anson, Tanjong Pagar

IPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.

Relevant tertiary educational qualifications (or equivalent to meet FAA Minimum Entry Requirements) are a must. You will already be a licensed financial adviser operating in Singapore (or have held a license within the last year), who has passed/is exempted from the relevant SCI exams, including M5, M8, M8A, M9, M9A and HI.

Superb interpersonal skills, an outgoing personality, and high level proficiency in written and spoken English essential. Fluency in other European languages is a positive. The ability to and experience of confidently and effectively communicating with Expatriates and High Net Worth individuals, in particular senior level executives is essential.

Candidates with an existing client base and assets under management in Singapore, with the potential to transfer those to IPP will be strongly preferred.

IPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking highly experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.

Relevant tertiary educational qualifications (or equivalent to meet FAA Minimum Entry Requirements) are a must. You will already be a licensed financial adviser operating in Singapore (or have held a license within the last year), who has passed/is exempted from the relevant SCI exams, including M5, M8, M8A, M9, M9A and HI.

Superb interpersonal skills, an outgoing personality, and high level proficiency in written and spoken English essential. Fluency in other European languages is a positive. The ability to confidently and effectively communicate with Expatriates and High Net Worth individuals, in particular senior level executives is essential.

This role requires applicants to have an existing client base with assets under management of at least $10mn in Singapore, with the potential to port that AUM to IPP (respecting any contractual stipulations and limitations in that regard).

Japanese MNC - (Location - Aperia Tower)

· Strong in Management reporting, Balance sheet, P&L, review report

· They are not using any accounting software, just use excel

Responsibilities:

1. Management reports:

-Prepare monthly trial balance and balance sheet schedules,

-Prepare monthly and quarterly projects’ reports, ie. Payable, Receivable, and cash flow,

-Prepare monthly office cash flow and analyse cash flow balance fluctuation,

-Monitor prepayment schedules and prepare amortisation slips.

2. Review projects payment, receipt and journal slips.

3. Support yearly financial audit, mainly in preparing audit schedules to the external auditors and attending auditors’ queries. Audit schedules, for instance, but not limited to accounts receivable, prepayments, other assets, completed project listing and leases.

4. Assist in a joint venture entity (JV) accounts and GST:

-Prepare GST and file GST returns to IRAS,

-Support JV entity and JV partner’s yearly financial audit, mainly in preparing audit schedules to the external auditors and attending auditors’ queries,

-Placement of time deposit, and

-Renew of business registration with ACRA before expiry date.

5. Support Head Office accounting request as and when.

6. Any other ad-hoc duties as assigned.

Requirement:

• Degree / Diploma in Accountancy, ACCA or equivalent.

• To have basic knowledge on Singapore Financial Reporting Standards (SFRS) and GST.

• Preferable to have at least 3 years similar industry experience.

• Able to start working within short period of time

HOW TO APPLY:

Interested applicants, please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

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EA License No: 19C9950

EA Personnel: Chris Poh Tze Zheng

EA Personnel Reg No: R24120101

Japanese MNC - (Location - Bendemeer MRT)

· Strong in Management reporting, Balance sheet, P&L, review report

· They are not using any accounting software, just use excel

Responsibilities:

1. Management reports:

-Prepare monthly trial balance and balance sheet schedules,

-Prepare monthly and quarterly projects’ reports, ie. Payable, Receivable, and cash flow,

-Prepare monthly office cash flow and analyse cash flow balance fluctuation,

-Monitor prepayment schedules and prepare amortisation slips.

2. Review projects payment, receipt and journal slips.

3. Support yearly financial audit, mainly in preparing audit schedules to the external auditors and attending auditors’ queries. Audit schedules, for instance, but not limited to accounts receivable, prepayments, other assets, completed project listing and leases.

4. Assist in a joint venture entity (JV) accounts and GST:

-Prepare GST and file GST returns to IRAS,

-Support JV entity and JV partner’s yearly financial audit, mainly in preparing audit schedules to the external auditors and attending auditors’ queries,

-Placement of time deposit, and

-Renew of business registration with ACRA before expiry date.

5. Support Head Office accounting request as and when.

6. Any other ad-hoc duties as assigned.

Requirement:

• Degree / Diploma in Accountancy, ACCA or equivalent.

• To have basic knowledge on Singapore Financial Reporting Standards (SFRS) and GST.

• Preferable to have at least 3 years similar industry experience.

• Able to start working within short period of time

HOW TO APPLY:

Interested applicants, please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Chris Poh Tze Zheng

EA Personnel Reg No: R24120101

Japanese MNC - (Location - Aperia Tower)

· Strong in Management reporting, Balance sheet, P&L, review report

· They are not using any accounting software, just use excel

Responsibilities:

1. Management reports:

-Prepare monthly trial balance and balance sheet schedules,

-Prepare monthly and quarterly projects’ reports, ie. Payable, Receivable, and cash flow,

-Prepare monthly office cash flow and analyse cash flow balance fluctuation,

-Monitor prepayment schedules and prepare amortisation slips.

2. Review projects payment, receipt and journal slips.

3. Support yearly financial audit, mainly in preparing audit schedules to the external auditors and attending auditors’ queries. Audit schedules, for instance, but not limited to accounts receivable, prepayments, other assets, completed project listing and leases.

4. Assist in a joint venture entity (JV) accounts and GST:

-Prepare GST and file GST returns to IRAS,

-Support JV entity and JV partner’s yearly financial audit, mainly in preparing audit schedules to the external auditors and attending auditors’ queries,

-Placement of time deposit, and

-Renew of business registration with ACRA before expiry date.

5. Support Head Office accounting request as and when.

6. Any other ad-hoc duties as assigned.

Requirement:

• Degree / Diploma in Accountancy, ACCA or equivalent.

• To have basic knowledge on Singapore Financial Reporting Standards (SFRS) and GST.

• Preferable to have at least 3 years similar industry experience.

• Able to start working within short period of time

HOW TO APPLY:

Interested applicants, please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Chris Poh Tze Zheng

EA Personnel Reg No: R24120101

Japanese MNC - (Location - Aperia Tower)

· Strong in Management reporting, Balance sheet, P&L, review report

· They are not using any accounting software, just use excel

Responsibilities:

1. Management reports:

-Prepare monthly trial balance and balance sheet schedules,

-Prepare monthly and quarterly projects’ reports, ie. Payable, Receivable, and cash flow,

-Prepare monthly office cash flow and analyse cash flow balance fluctuation,

-Monitor prepayment schedules and prepare amortisation slips.

2. Review projects payment, receipt and journal slips.

3. Support yearly financial audit, mainly in preparing audit schedules to the external auditors and attending auditors’ queries. Audit schedules, for instance, but not limited to accounts receivable, prepayments, other assets, completed project listing and leases.

4. Assist in a joint venture entity (JV) accounts and GST:

-Prepare GST and file GST returns to IRAS,

-Support JV entity and JV partner’s yearly financial audit, mainly in preparing audit schedules to the external auditors and attending auditors’ queries,

-Placement of time deposit, and

-Renew of business registration with ACRA before expiry date.

5. Support Head Office accounting request as and when.

6. Any other ad-hoc duties as assigned.

Requirement:

• Degree / Diploma in Accountancy, ACCA or equivalent.

• To have basic knowledge on Singapore Financial Reporting Standards (SFRS) and GST.

• Preferable to have at least 3 years similar industry experience.

• Able to start working within short period of time

HOW TO APPLY:

Interested applicants, please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Chris Poh Tze Zheng

EA Personnel Reg No: R24120101

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

Job Requirements :

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

You will be part of the team that Singapore’s infrastructure finance capabilities and ecosystem. The team’s key priorities include implementing Financing Asia’s Transition Partnership (FAST-P), a Singapore-led blended finance initiative in collaboration with key global public, private and philanthropic partners to support Asia’s green and transition financing needs.

You will support the team to :

• Achieve the team’s infrastructure finance and blended finance objectives and work goals
• Assist the team to work with third party funds administration company, corporate secretary and internal departments to set up the servicing agreement, scope of work and internal workflows
• Assist the team to conduct surveys with the banks and asset managers
• Assist the team with market landscape research on specific entities, broader blended and transition finance development and infrastructure funds (where required)
• Perform administration tasks e.g. arranging meetings, follow-up on pending matters, support cross-department / government events
• Able to commit for 6 or 12-months

Job Requirements :

• Willing to consider no/limited working experience (though prior working experience and qualifications in Finance and/or Accounting could be useful)
• Knowledge in MS Word and MS Excel required
• Good verbal and written communication skills
• Good interpersonal skills and strong team player
• Careful and meticulous worker

Job Description & Requirements

Peak Energy is a renewable energy platform with a focus on developing solar, wind and battery projects across Asia. As the region's consumption of energy rises, Peak Energy is dedicated to meeting these demands while contributing to carbon neutrality. We accomplish this by developing large utility-scale projects. These include some of the largest solar and wind farms in Korea and Japan.

Peak Energy is the renewable arm of Stonepeak Infrastructure Partners; a leading global infrastructure investment firm with +USD 72 Bn in assets under management. Our portfolio includes the offshore wind farm in Taiwan with plans to develop a further +2 GWp.

Our team has decades of experience and long-standing relationships. This combination of knowledge and relationships, combined with expertise in design and supply chains enables Peak Energy to deliver high performing, robust alternative energy systems on time and under budget.

At Peak Energy, you'll collaborate with passionate individuals, drive meaningful impact, and be at the forefront of Asia’s transition to renewable energy. We believe everyone is needed for carbon neutrality. Therefore, fresh ideas are always welcomed. Are you excited about disrupting traditional energy sources and developing a sustainable future? Come join our team and be a part of the energy revolution with Peak Energy!

Financial Analyst

Job Description:

Peak Energy is seeking a talented and motivated Financial Analyst to join our Finance team. As a Financial Analyst, you will play a crucial role in supporting our financial planning, project financing, and M&A activities related to Distributed Generation solar projects. This position is ideal for a candidate with a focused background in finance, a passion for renewable energy, and the ability to thrive in a fast-paced environment.

Responsibilities:

Financial Modeling:

• Develop and maintain comprehensive financial models for Distributed Generation solar projects.
• Analyze financial data and provide insights to support decision-making processes.

Due Diligence:

• Conduct thorough due diligence for project financing, ensuring accurate assessment of financial risks and opportunities.
• Collaborate with cross-functional teams to gather relevant information and perform financial analysis.

M&A Activity:

• Support M&A activities related to Distributed Generation solar projects.
• Evaluate potential investment opportunities, perform financial analysis, and assist in deal structuring.

Data Analysis and Reporting:

• Prepare and present financial reports to management, highlighting key performance indicators and financial trends.
• Support strategic decision-making by providing timely and accurate financial information.

Qualifications:

• Bachelor's degree in Finance or a related field is required.
• MBA in Finance is highly desirable.
• Experience in conducting due diligence for renewable project financing is mandatory.
• Experience in creating and utilizing financial models for M&A activity, particularly in the Distributed Generation solar sector is mandatory.
• Strong analytical skills and attention to detail.

Skills:

• Proficient in financial modelling and analysis.
• Excellent communication and presentation skills.
• Ability to work collaboratively in a team environment.
• Strong time management and organizational skills.

(North-East) - Tampines

Responsibilities:

• Assist and summarize the monthly closing/forecast of all entities

• Preparation of the forecast, proposal of corrective actions

• Manage consolidation of monthly forecasts with preparation of detailed commentary on variances, investigation of unusual variances leading to resolution of issues

• Develop periodic management reports and presentations

• Assist with daily scheduling, appointments and meetings, and follow up on action items

• Provide administrative support to the Management

• Perform any other ad-hoc tasks assigned.

Requirement:

• Team player with strong interpersonal skills with the ability to deal with all levels of people

• Candidate shall have at least 3 years of account or business reporting experience

• Good command of English, good communication and interpersonal skills

• Critical and analytical thinking

• Candidate shall be proficient with MS Office and Power Point applications.

• Excellent problem-solving skills and the capacity to anticipate the needs of the Director.

• Strong attention to detail and accuracy in all tasks performed

HOW TO APPLY:

Interested applicants, please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Chris Poh Tze Zheng

EA Personnel Reg No: R24120101

Strategic Partners is a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation).

Company Highlights

We believe in mutual respect, support and sharing of the fruits of our labour.

We focus on developing and enhancing each team member’s strengths for entrepreneurship, creativity and productivity. We enable each and every one of our team members to discover what drives him or her, to chart their success by leveraging on the business model that we have pioneered. This way, we empower all our team members to express themselves, to be true to themselves, and to contribute in ways that reflect their own ambitions.

But career success is only a means to an end, which is the fulfilment of life, whether it is to pursue a hobby, more time with the family or doing charitable work. Thus, we aim to play as hard as we work. We call ours a “lifestyle career”.

In short, Happiness before Productivity and Profitability. This is what we are about.

Job Description

If you are fueled by success, ignite a new future as an independent sales professional or a team leader.

Our Support: Start your career with our strong mentorship and coaching programmes (from basics to skills honing to leadership building) that will help build your self-confidence and bring out the best in you and excel as a Financial Consultant.

It will include:

• New Induction Training
• Financial Consultant Progression Training
• Leadership Training First Year at Prudential: With our specially tailored programmes you are ensured of a smooth transition into the career.

Benefits and Allowance*

Up to $5000* (not including commissions, overseas incentive trips, annual bonuses, incentives based on performance)

*Terms & conditions apply. Remuneration is given to Financial Consultants who meet the required qualifying criteria.

Commissions & Incentives are payable based on individual performance.

Candidates should be aspiring professionals who desire to serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

Experienced Financial Consultants are welcome.

Financial Services candidates requirements:

• Singaporean and PR only
• At least with the following educational qualification: Full certificate in GCE A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
• Candidates must be at least 21 years old. Required to attain CMFAS certifications M5, M9, M9A and HI. Training provided.

Candidates who have demonstrated resilience, discipline and care for family & the less fortunate should submit your resume to us by clicking on the "Apply Now" button below.

AT03Jul24XF46

Japanese MNC - (Location - Aperia Tower)

· Strong in Management reporting, Balance sheet, P&L, review report

· They are not using any accounting software, just use excel

Responsibilities:

1. Management reports:

-Prepare monthly trial balance and balance sheet schedules,

-Prepare monthly and quarterly projects’ reports, ie. Payable, Receivable, and cash flow,

-Prepare monthly office cash flow and analyse cash flow balance fluctuation,

-Monitor prepayment schedules and prepare amortisation slips.

2. Review projects payment, receipt and journal slips.

3. Support yearly financial audit, mainly in preparing audit schedules to the external auditors and attending auditors’ queries. Audit schedules, for instance, but not limited to accounts receivable, prepayments, other assets, completed project listing and leases.

4. Assist in a joint venture entity (JV) accounts and GST:

-Prepare GST and file GST returns to IRAS,

-Support JV entity and JV partner’s yearly financial audit, mainly in preparing audit schedules to the external auditors and attending auditors’ queries,

-Placement of time deposit, and

-Renew of business registration with ACRA before expiry date.

5. Support Head Office accounting request as and when.

6. Any other ad-hoc duties as assigned.

Requirement:

• Degree / Diploma in Accountancy, ACCA or equivalent.

• To have basic knowledge on Singapore Financial Reporting Standards (SFRS) and GST.

• Preferable to have at least 3 years similar industry experience.

• Able to start working within short period of time

HOW TO APPLY:

Interested applicants, please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Chris Poh Tze Zheng

EA Personnel Reg No: R24120101

Japanese MNC - (Location - Aperia Tower)

· Strong in Management reporting, Balance sheet, P&L, review report

· They are not using any accounting software, just use excel

Responsibilities:

1. Management reports:

-Prepare monthly trial balance and balance sheet schedules,

-Prepare monthly and quarterly projects’ reports, ie. Payable, Receivable, and cash flow,

-Prepare monthly office cash flow and analyse cash flow balance fluctuation,

-Monitor prepayment schedules and prepare amortisation slips.

2. Review projects payment, receipt and journal slips.

3. Support yearly financial audit, mainly in preparing audit schedules to the external auditors and attending auditors’ queries. Audit schedules, for instance, but not limited to accounts receivable, prepayments, other assets, completed project listing and leases.

4. Assist in a joint venture entity (JV) accounts and GST:

-Prepare GST and file GST returns to IRAS,

-Support JV entity and JV partner’s yearly financial audit, mainly in preparing audit schedules to the external auditors and attending auditors’ queries,

-Placement of time deposit, and

-Renew of business registration with ACRA before expiry date.

5. Support Head Office accounting request as and when.

6. Any other ad-hoc duties as assigned.

Requirement:

• Degree / Diploma in Accountancy, ACCA or equivalent.

• To have basic knowledge on Singapore Financial Reporting Standards (SFRS) and GST.

• Preferable to have at least 3 years similar industry experience.

• Able to start working within short period of time

HOW TO APPLY:

Interested applicants, please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Chris Poh Tze Zheng

EA Personnel Reg No: R24120101

Role Overview

Kapronasia, an Atlas Technologies Group company, is seeking a sales consultant to join our team in Singapore. This is a full-time, on-site role. The successful candidate will be responsible for selling both content marketing and consulting projects in the FinTech and financial services sectors.

The role offers significant opportunities to build and manage client relationships, identify new business opportunities, and drive revenue growth. You will collaborate closely with Kapronasia's research and consulting teams to align solutions with client needs and deliver value-driven outcomes. Additionally, you will have the chance to coordinate with Atlas Technologies, our parent company in Japan, to explore business development initiatives.

Responsibilities

• Identify and pursue new sales opportunities in the FinTech and financial services sectors, building a robust pipeline of prospective clients for content marketing and consulting projects.
• Establish and nurture relationships with key decision-makers, ensuring high levels of client satisfaction and fostering long-term partnerships.
• Develop and implement effective sales strategies, collaborating with internal teams to align Kapronasia’s solutions with client needs and industry trends.
• Create tailored proposals, lead sales presentations, and negotiate contracts to successfully close deals and achieve revenue targets.
• Stay informed on industry developments to anticipate client needs and work closely with research and consulting teams to deliver value-driven solutions that align with Kapronasia’s offerings.

Job Qualifications

• 3+ years of experience in sales or business development, preferably within the financial services, FinTech, or consulting industries, with a strong track record of meeting or exceeding sales targets.
• Familiarity with the FinTech and financial services sectors, including key trends and players, to effectively communicate the value of Kapronasia’s content marketing and consulting solutions.
• Demonstrated ability to build and maintain strong relationships with clients and stakeholders, including C-level executives, to foster long-term partnerships.
• Ability to identify new business opportunities, develop tailored solutions for clients, and drive the sales process from lead generation to contract closure.
• Excellent verbal and written communication skills, with the ability to deliver compelling presentations and proposals that clearly convey value propositions.

About you

You are a dynamic and results-driven sales consultant with 3-5 years of experience in sales or business development, ideally within the FinTech, financial services, or consulting industries. You have a proven ability to identify and secure new business opportunities, consistently achieving or exceeding sales targets.

Your excellent interpersonal and relationship management skills enable you to connect with clients at all levels, from operational teams to C-suite executives, fostering trust and building lasting partnerships. With a strong understanding of the FinTech and financial services landscape, you are adept at communicating in a clear and compelling manner.

You thrive in fast-paced environments, taking initiative to drive the sales process from lead generation to deal closure. Your strategic thinking and problem-solving skills allow you to craft tailored solutions that address client needs and align with Kapronasia’s offerings. Committed to professional growth and collaboration, you are excited to contribute to Kapronasia’s success while expanding your career in a vibrant and innovative industry.

Background on Kapronasia and Atlas Technologies

Kapronasia is a company of the Atlas Technologies Group, headquartered in Tokyo and listed on the Tokyo Stock Exchange. Led by CEO Koji Yamamoto, Atlas Technologies is a leading provider of consulting and project execution support services in the FinTech sector in Japan and overseas. As the strategy consulting arm of Atlas Technologies based in Singapore, Kapronasia is a leading boutique consultancy that supports clients through a combination of strategy advisory, market research and sales enablement. Kapronasia’s clients include recognized brands across financial services, FinTech and the broader technology sector.

Application Process

To apply, please send an updated copy of your CV to [email protected], along with a cover letter detailing your background and interest in this role with Kapronasia. Selected applicants will be contacted for interviews.

Role Overview

Kapronasia, an Atlas Technologies Group company, is seeking a Junior Research Analyst to join our Singapore team. This is a full-time, on-site role that offers the opportunity to contribute to content development within the finance and FinTech sectors.

The successful candidate will play a pivotal role in shaping thought leadership initiatives and delivering comprehensive insights across various topics, including banking, payments, and capital markets. The role involves collaboration with a wide network of industry leaders and clients spanning Asia Pacific.

This position is ideal for a driven individual looking to influence key decision-makers and provide actionable insights in a fast-evolving industry.

Responsibilities

• Suggest relevant and impactful topics for white papers, blogs, and research briefs that align with client messaging and strategic needs. Develop detailed outlines and coordinate kickoff discussions with clients to scope project requirements.
• Conduct advanced quantitative and qualitative research to analyze trends in the financial services sector, delivering data-driven insights and actionable recommendations.
• Author well-structured, analytically rich reports and content that provide strategic insights, ensuring alignment with client goals and messaging.
• Manage client interactions and reviews to ensure project success.

Job Qualifications

• University degree in Business, Finance, Economics, or other relevant disciplines.
• 1-2 years of content marketing/thought leadership experience, with a proven track record of delivering high-impact research projects.
• Knowledge of the FinTech and financial services industry
• Highly analytical mindset
• Strong writing skills in English
• Proficiency in Microsoft Office, including Word and Excel

About You

You are an ambitious Junior Research Analyst with 1-2 years of experience in the FinTech and financial services sector or a related field. You have demonstrated the ability to conduct thorough research and produce well-written content, including blogs, research briefs, and other client-facing materials.

As a proactive team member, you excel in collaborative environments where you can contribute to projects and learn from experienced colleagues. Your strong analytical skills allow you to uncover meaningful insights and support the development of actionable recommendations that align with client needs and objectives.

You are eager to build your expertise by engaging with clients and contributing to the success of project deliverables. Your excellent writing and communication skills enable you to clearly present findings and ideas. Committed to continuous learning and professional growth, you are excited to be a part of Kapronasia's team, developing your skills and advancing your career in a dynamic and innovative setting.

Background on Kapronasia and Atlas Technologies

Kapronasia is a company of the Atlas Technologies Group, headquartered in Tokyo and listed on the Tokyo Stock Exchange. Led by CEO Koji Yamamoto, Atlas Technologies is a leading provider of consulting and project execution support services in the FinTech sector in Japan and overseas. As the strategy consulting arm of Atlas Technologies based in Singapore, Kapronasia is a leading boutique consultancy that supports clients through a combination of strategy advisory, market research and sales enablement. Kapronasia’s clients include recognized brands across financial services, FinTech and the broader technology sector.

Application Process

To apply, please send an updated copy of your CV to [email protected], along with a cover letter detailing your background and interest in this role with Kapronasia. Selected applicants will be contacted for interviews, where they will be asked to prepare a short writing sample.

Role Overview

Kapronasia, an Atlas Technologies Group company, is looking to hire a junior strategy consultant for our growing consulting team in Singapore. You will be primarily responsible for supporting the strategy consulting work stream for projects in the FinTech and financial services sector which will include working with well-known companies. You will also have the chance to work closely with senior staff and many opportunities to take ownership of projects and drive initiatives within the company and in collaboration with Atlas Technologies, our parent company based in Japan.

Responsibilities

• Support consulting engagements for clients on various topics such as market entry and competitive analysis in the Asia banking, payments, capital markets and FinTech industries.
• Perform quantitative and qualitative research and analysis on key trends in the financial services industry and identify the implications for stakeholders in the industry.
• Assist in producing industry research reports on the financial sector through market research, data gathering and industry analysis.

Job Qualifications

• University degree in Business, Finance, Economics or other relevant disciplines.
• Consulting or research experience from previous internships or work required.
• Preference for candidate with 2 to 3 years working experience.
• Good writing and presentation skills in English required.
• Expertise with Microsoft Office skills required, e.g. PowerPoint, Excel, Word.
• Knowledge of FinTech and the financial services industry is a plus.

About you

You are an enthusiastic Junior Strategy Consultant with 2-3 years of experience or academic exposure in the FinTech and financial services sector. You have demonstrated the ability to contribute effectively to consulting projects, showcasing strong organizational skills, attention to detail, and a commitment to delivering quality results on time.

With a willingness to learn and grow, you thrive in small team environments where you can collaborate and actively support project goals. You are eager to take initiative under guidance and contribute to the team’s success by applying your analytical and problem-solving skills.

You excel at building positive relationships with team members and clients, demonstrating professionalism and a client-focused mindset. Your clear and concise writing and presentation skills enable you to support the creation of reports, presentations, and client deliverables effectively.

Background on Kapronasia and Atlas Technologies

Kapronasia is a company of the Atlas Technologies Group, headquartered in Tokyo and listed on the Tokyo Stock Exchange. Led by CEO Koji Yamamoto, Atlas Technologies is a leading provider of consulting and project execution support services in the FinTech sector in Japan and overseas. As the strategy consulting arm of Atlas Technologies based in Singapore, Kapronasia is a leading boutique consultancy that supports clients through a combination of strategy advisory, market research and sales enablement. Kapronasia’s clients include recognized brands across financial services, FinTech and the broader technology sector.

Application Process

To apply, please send an updated copy of your CV to [email protected], along with a cover letter detailing your background and interest in this role with Kapronasia. Selected applicants will be contacted for interviews, where they will be asked to prepare a short PowerPoint presentation and writing sample.

Role Overview

Kapronasia, an Atlas Technologies Group company, is seeking a Senior Strategy Consultant to join our consulting team in Singapore. This is a full-time, on-site role. The successful candidate will be responsible for leading strategy consulting projects in the FinTech and financial services sector. The role involves significant opportunities to take ownership of projects and drive initiatives both independently and in collaboration with Atlas Technologies, our parent company based in Japan.

Responsibilities

• Lead consulting engagements on topics such as market entry and competitive analysis in the Asia banking, payments, capital markets, and FinTech industries.
• Conduct advanced quantitative and qualitative research and analysis on key trends in the financial services industry, providing strategic insights for stakeholders.
• Develop and produce comprehensive industry research reports through market research, data gathering, and industry analysis.
• Oversee the development and delivery of content for consulting projects, ensuring high-quality outputs that meet client needs.
• Mentor and guide junior consultants, fostering a collaborative and innovative team environment.

Job Qualifications

• University degree in Business, Finance, Economics, or other relevant disciplines.
• Minimum 5 years of consulting experience, with a proven track record of delivering high-impact consulting projects.
• Deep knowledge of the FinTech and financial services industry, including an understanding of the payments value chain, such as PSPs, acquirers, schemes, and digital platforms.
• Strong writing and presentation skills in English.
• Proficiency in Microsoft Office, including PowerPoint, Excel, and Word.

About you

You are an accomplished Senior Strategy Consultant with 6-8 years of experience in the FinTech and financial services sector. You possess a strong track record of leading and executing complex consulting projects, demonstrating exceptional project management skills and the ability to deliver results on time and within budget.

With a proven ability to work autonomously, you thrive in small team environments where you can take the initiative and drive projects forward. You excel at building and nurturing client relationships, leveraging your professional network to identify new business opportunities and enhance client engagement.

You are not only a strong individual contributor but also a collaborative team player who enjoys mentoring and guiding junior consultants. Your excellent writing and presentation skills enable you to communicate complex ideas clearly and effectively, both in written reports and during client interactions. With a commitment to continuous learning and professional growth, you are eager to contribute to the success of Kapronasia and its clients while advancing your career in a dynamic and innovative environment.

Background on Kapronasia and Atlas Technologies

Kapronasia is a company of the Atlas Technologies Group, headquartered in Tokyo and listed on the Tokyo Stock Exchange. Led by CEO Koji Yamamoto, Atlas Technologies is a leading provider of consulting and project execution support services in the FinTech sector in Japan and overseas. As the strategy consulting arm of Atlas Technologies based in Singapore, Kapronasia is a leading boutique consultancy that supports clients through a combination of strategy advisory, market research and sales enablement. Kapronasia’s clients include recognized brands across financial services, FinTech and the broader technology sector.

Application Process

To apply, please send an updated copy of your CV to [email protected], along with a cover letter detailing your background and interest in this role with Kapronasia. Selected applicants will be contacted for interviews, where they will be asked to prepare a short PowerPoint presentation and writing sample.

Role Overview

Kapronasia, an Atlas Technologies Group company, is seeking a Senior Research Analyst to join our Singapore team. This is a full-time, on-site role that offers the opportunity to contribute to content development within the finance and FinTech sectors.

The successful candidate will play a pivotal role in shaping thought leadership initiatives and delivering comprehensive insights across various topics, including banking, payments, and capital markets. The role involves collaboration with a wide network of industry leaders and clients spanning Asia Pacific.

This position is ideal for a driven individual looking to influence key decision-makers and provide actionable insights in a fast-evolving industry.

Responsibilities

• Suggest relevant and impactful topics for white papers, blogs, and research briefs that align with client messaging and strategic needs. Develop detailed outlines and coordinate kickoff discussions with clients to scope project requirements.
• Conduct advanced quantitative and qualitative research to analyze trends in the financial services sector, delivering data-driven insights and actionable recommendations.
• Author well-structured, analytically rich reports and content that provide strategic insights, ensuring alignment with client goals and messaging.
• Manage client interactions and reviews to ensure project success.
• Mentor junior research analysts, fostering a culture of collaboration and innovation while ensuring high-quality deliverables that meet or exceed client expectations.

Job Qualifications

• University degree in Business, Finance, Economics, or other relevant disciplines.
• Minimum 5 years of content marketing/thought leadership experience, with a proven track record of delivering high-impact research projects.
• Deep knowledge of the FinTech and financial services industry
• Highly analytical mindset
• Strong writing skills in English
• Proficiency in Microsoft Office, including Word and Excel

About you

You are an accomplished Senior Research Analyst with 6-8 years of experience in the FinTech and financial services sector. You have a strong track record of delivering high-quality research and producing insightful, well-written content, including white papers, blogs, and industry reports.

With a proven ability to work independently, you excel in small team environments where you can take the initiative, drive projects forward, and manage complex assignments from inception to completion. Your exceptional research and analytical skills enable you to uncover meaningful insights and develop actionable recommendations that address client needs and objectives.

You thrive on building and maintaining client relationships, ensuring effective collaboration throughout the project lifecycle. As a skilled mentor, you enjoy guiding junior team members and fostering a supportive, innovative team environment. Your excellent writing skills allow you to communicate complex ideas with clarity, both in written content and during client discussions. Dedicated to continuous learning and professional development, you are eager to contribute to Kapronasia's success while advancing your career in a fast-paced and innovative setting.

Background on Kapronasia and Atlas Technologies

Kapronasia is a company of the Atlas Technologies Group, headquartered in Tokyo and listed on the Tokyo Stock Exchange. Led by CEO Koji Yamamoto, Atlas Technologies is a leading provider of consulting and project execution support services in the FinTech sector in Japan and overseas. As the strategy consulting arm of Atlas Technologies based in Singapore, Kapronasia is a leading boutique consultancy that supports clients through a combination of strategy advisory, market research and sales enablement. Kapronasia’s clients include recognized brands across financial services, FinTech and the broader technology sector.

Application Process

To apply, please send an updated copy of your CV to [email protected], along with a cover letter detailing your background and interest in this role with Kapronasia. Selected applicants will be contacted for interviews, where they will be asked to prepare a short writing sample.

• 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

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.

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.

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.

Job Responsibilities:

· Handle full set of accounts, including AR, AP and GL.

· Perform month-end closing procedures and ensure timely and accurate monthly management reporting.

· Prepare and reconcile all balance sheet schedules.

· Monitor cash flow and commission received from insurance company.

· Verify and process staff reimbursements, vendors, and referral fee payments.

· Check commission receivable and payable reports.

· Prepare quarterly GST returns.

· Handle commission and service fees related enquiries.

· Liaise with insurers on commission-related matters.

· Participate in system implementation and improvement projects.

· Liaise with bankers, auditors, company secretary, tax agent and government sectors.

· Liaise with head/regional office on monthly inter-company billing.

· Carry out any project or assignment as directed by the superior.

Requirement:

· Degree in accounting with minimum 3 years of full sets experience.

· Experience in MYOB/Quickbooks is an added advantage.

· Experience in system implementation is a plus.

· Strong understanding of financial regulations, accounting principles, and financial analysis.

· Proactive, meticulous, committed, good team player with effective communication skills.

· Able to work independently and comfortable being hands-on.

We are looking for Director - Products and Structured Solutions to lead the development, management, and enhancement of insurance products and structured solutions to meet client needs and market demands. He/She involves close collaboration with stakeholders, creating innovative solutions, and ensuring the delivery of high-quality tools and support to the sales team.

Job Responsibilities

· Define and implement a product vision and strategy based on market research and customer insights.

· Analyze market trends, competitor offerings, and client feedback to identify opportunities for product innovation.

· Collaborate with internal and external stakeholders to position and manage products effectively.

· Ensure alignment between product offerings and company objectives.

· Develop and maintain product marketing materials, including training decks, flyers, pitch decks, and placement tools.

· Support consultants by providing in-depth training and resources to enhance client engagement.

· Maintain an up-to-date product library and ensure accuracy in product comparison tables.

· Provide ongoing updates and enhancements to product offerings to ensure competitiveness in the market.

· Design comprehensive solutions to address client challenges, balancing technical feasibility, business impact, and budget constraints.

· Tailor structured solutions to meet the unique needs of clients, ensuring satisfaction and value creation.

· Provide continuous support and training to sales and consulting teams.

· Act as a subject matter expert, ensuring that teams are well-equipped to utilize and promote solutions effectively.

· Contribute to initiatives aimed at improving the product management ecosystem and operational efficiency.

· Work on enhancing processes to streamline product lifecycle management.

· Fully support the deliverables of product development projects and handle ad-hoc requests as required.

Job Requirements

· Bachelor’s degree in Business, Marketing, or a related field.

· A minimum of 10 years of experience in the insurance sector, with a strong understanding of product and solution development.

· Proven ability to manage the product lifecycle and deliver client-centric solutions.

· Strong communication, collaboration, and analytical skills.

Human Resource Assistant

Career Opportunity : Human Resource Assistant / Talent Acquisition Specialist (Mid Career Switch / Fresh Graduates Welcomed)

Take your career to new heights with an exciting opportunity in recruitment within the dynamic financial services sector. Whether you bring expertise in HR, business, or a completely different field, this is your chance to embrace a fresh career challenge. We’re seeking motivated individuals ready to upskill, grow, and thrive in a rewarding new role.

Key Responsibilities

• Talent Sourcing & Selection: Identify, screen, and coordinate interviews with high-potential candidates using various sourcing channels.
• Candidate Experience: Ensure a smooth and positive recruitment journey for candidates, building meaningful relationships along the way.
• Strategic Recruitment Support: Collaborate on innovative recruitment strategies designed to attract top talent in the financial services sector.
• Process Improvement: Help optimize recruitment workflows for greater efficiency and effectiveness.
• Market Research: Stay updated on industry trends and competitor strategies to inform recruitment initiatives.
• Employer Branding: Contribute to creating recruitment campaigns and materials that position us as an employer of choice.
• Event Management: Assist in organizing and participating in career fairs, networking events, and campus recruitment activities.
• Business Development Assistance: Support client identification, conduct market research, and contribute to sales strategies.
• Data Analysis: Maintain and analyze recruitment metrics to drive data-informed decision-making.

Who We’re Looking For

• Diverse Backgrounds Welcome: Whether you’re transitioning from HR, sales, marketing, operations, or other fields, we value your unique perspective and transferable skills.
• Passion for Upskilling: A strong desire to learn, grow, and thrive in the dynamic world of financial services recruitment.
• Education: Minimally a GCE 'A' Level, International Baccalaureate Diploma, Diploma from a Singapore polytechnic, or equivalent.
• Interpersonal Skills: Exceptional communication and relationship-building abilities.
• HR Experience Advantageous: Previous HR or recruitment experience is beneficial but not mandatory.
• Adaptability: Eager to take on new challenges and explore opportunities in a fast-paced industry.

Why Choose Us

• Mentorship: Learn from experienced professionals who will guide you through your career journey.
• Career Growth: Build your expertise in recruitment while leveraging your previous experience.
• Professional Development: Gain valuable skills in social media outreach, employer branding, and strategic recruitment.
• Specialized Training: Receive comprehensive training tailored to help you transition into recruitment for the financial services sector.
• Industry Insights: Explore the exciting world of financial services and expand your professional horizons.

Who Should Apply?

This opportunity is ideal for those looking to embark on a new career journey and take on exciting challenges. Whether your background is in HR, business, or another field, we’re eager to connect with driven individuals who are passionate about learning and ready to thrive in the world of recruitment.

Salary Range : $1800 - $2500 (including incentives)