Total 204 financial planner job vacancies in D07 Golden Mile, Middle Road

Company Background

Our client, a Construction Chemicals company, is a global leader in providing innovative solutions for the construction industry. Our client is committed to delivering high-quality products that enhance the performance and sustainability of buildings. The team is driven by a passion for excellence, and is seeking a talented individual to join them as a Sales and Operations Planner (S&OP Planner).

Position Summary

As a S&OP Planner, you will play a crucial role in ensuring the efficient and effective coordination of supply chain and materials planning activities. This position requires a strategic thinker with a strong background in supply chain management, materials planning, and S&OP processes. The ideal candidate will have a proven track record of optimizing inventory levels, improving forecast accuracy, and collaborating with cross-functional teams to achieve organizational goals.

Key Responsibilities

• Develop and maintain the Sales and Operations Planning (S&OP) process to align sales forecasts, production plans, and inventory management.
• Collaborate with sales, marketing, production, and procurement teams to gather and analyse data for demand planning and forecasting purposes.
• Utilize advanced planning tools and software to generate accurate demand forecasts, considering market trends, historical data, and other relevant factors.
• Monitor inventory levels and optimize stock levels to meet customer demand while minimizing excess and obsolete inventory.
• Work closely with production teams to ensure production schedules align with demand forecasts and inventory targets.
• Analyse and report key performance indicators (KPIs) related to S&OP, highlighting areas for improvement and implementing corrective actions.
• Provide regular updates and insights to management regarding supply chain performance, risks, and opportunities.
• Collaborate with suppliers to improve lead times, reduce costs, and enhance overall supply chain efficiency.
• Participate in cross-functional meetings to share insights, coordinate plans, and address any issues impacting the S&OP process.
• Stay informed about industry trends, best practices, and technological advancements in supply chain management.

Qualifications & Competencies

• Bachelor's degree in Supply Chain Management, Business Administration, or a related field. Advanced degree is a plus.
• Proven experience in supply chain management, materials planning, and S&OP processes.
• Strong analytical and problem-solving skills, with the ability to interpret and use data to drive decision-making.
• Excellent communication and interpersonal skills to collaborate effectively with cross-functional teams.
• Proficiency in using supply chain planning software and tools.
• Knowledge of best practices in inventory management, demand forecasting, and production planning.
• Ability to adapt to a fast-paced and dynamic work environment.
• Strong organizational skills with attention to detail.

• International Bank
• Opportunities to grow and learn

The position of Project Manager, AVP within the Projects & Change team in Corporate and Institutional Banking (CIB) involves two main mandates. Firstly, you will be responsible for overseeing projects from inception to completion, including clarifying objectives, defining requirements, coordinating experts, managing budgets, and ensuring project governance. They also need to ensure that solutions align with principles and regulatory requirements. Secondly, as Business Process Subject Matter Experts (SMEs), you will represent IT and Operations at approval committees, analyze business initiatives, design processes, and minimize operational risk.

The ideal candidate should have 5 to 8 years of relevant experience, good knowledge of Front Office to Finance processing chains, strong analytical and problem-solving skills, excellent communication and interpersonal abilities, and proficiency in Microsoft Office. You should be proactive, delivery-focused, and able to work well under pressure while interacting with various stakeholders.

If you believe you fit the requirements for the role, please click "Apply"
Short listed candidates will be notified
Data provided is for recruitment purposes only

Business Registration Number: 200611680D.
Licence Number: 10C5117 EA Registration Number: R2091912

Participating in meetings, workshops, and other learning opportunities.

Observing and learning from experienced staff members.

Gaining knowledge of company policies, protocols, and processes.

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

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

Following all company regulations.

Requirements

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

Overseeing sales, promotions and campaigns

Planning and directing the hiring and training of new Sales Representatives

Directing and coordinating all sales activities.

Preparing sales budgets and projections.

Tracking and analysing sales statistics based on key quantitative metrics

Handling and resolving customer complaints regarding a product or service

Advising representative on policies and Standard Operating Procedures (SOPs)

Requirement

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

Contributing to the development of sales strategies.

Designing and implementing sales strategies for company products.

Working with the sales team to develop targeted sales strategies.

Answering client queries about product specifications and uses.

Maintaining client relations.

Tracking sales data to ensure sales quotas is met.

Requirement

• Minimum A Level / Local Diploma in any field
• Proven work experience as a sales executive.
• Knowledge of modern sales techniques.
• High-level communication and networking skills.
• A passion for sales.
• Understanding of commercial trends and sales strategies.
• Good project management skills.
• Excellent interpersonal skills.
• Ability to work well under pressure.

Contributing to the development of marketing strategies.

Conducting market research on rival products.

Designing and implementing marketing plans for company products.

Coordinating with media representatives and sponsors.

Working with the marketing team to develop targeted marketing strategies.

Answering client queries about product specifications and uses.

Requirement

• Minimum A Level / Local Diploma in any field
• Proven work experience as a marketing executive.
• Knowledge of modern marketing techniques.
• High-level communication and networking skills.
• A passion for marketing.
• Understanding of commercial trends and marketing strategies.
• Good project management skills.
• Excellent interpersonal skills.
• Ability to work well under pressure.

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

Implementing developmental and motivational activities to increase productivity and competence.

Coordinates Training and Development unit for developmental programs.

Implements and promotes sales drives and campaigns.

Requirement

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

At Baker Tilly Singapore, we welcome highly motivated and committed individuals who share our core values to join us. We are committed to our values of leading by example, delivering quality services with integrity, communicating openly, acting ethically, and fostering a community built around civic responsibility and teamwork.

We are looking for an Assurance (Financial Services) Associate, who will be involved in various sizes of financial services audit engagements which include planning, performing, and concluding the engagement. The Assurance Associate will be exposed to a broad range of capital markets entities and investment funds such as private equities, real estate, mutual funds, variable capital companies, etc.

In this role, you will:

• Involvement in a broad range of statutory and regulatory audit assignments for our financial services clients

• Assist in obtaining all necessary audit working papers and documentation including researching and documenting facts and findings

• Identify and communicate accounting and auditing matters to managers and partners

• Identify performance improvement opportunities

• Interact with clients to help ensure that the information flow from the client to the audit team is efficient

We are looking for people with the following:

• Graduates with an Accountancy degree or equivalent professional qualification in Accountancy

• Accountancy undergraduates in the final year of study are welcome to apply

• Graduates with non-accountancy degrees who are keen to pursue qualifications as Singapore Chartered Accountants are welcome to apply

• Good command of the English language

• Strong interpersonal and client relationship skills

• Experienced candidates will be considered for the Senior Associate position

Interested candidates, please email your updated CV to [email protected].

We regret that only shortlisted candidates will be notified.

Key Responsibilities:

• MAS610 Monthly, Quarterly & Annual returns, including passing of appropriate adjustments and consolidating financials at the end of each accounting period, and perform analysis of financial results and conclude cause of variances such as accounting issues and economic events.
• Daily Monitoring capital adequacy ratios, qualifying liabilities, asset maintenance ratios & intragroup and intercompany ratios and fortnightly submissions where applicable.
• Assist in Annual Investment Abroad Survey submission.

Interested applicants please send your resume in MS Words format to [email protected] and much appreciated if you could attention it to Steven Tan

Only shortlisted candidates will be notified.

www.ambition.com.sg

EA Registration Number: Tan Eng Foo (Steven) / R2090530

Data provided is for recruitment purposes only.

Business Registration Number: 200611680D. Licence Number: 10C5117

Moet Hennessy aims at making our commercial organization agile and efficient to deliver on our promises to shaping change, cultural and operational transformation. Our vision is to lead the future of luxury wines and spirits from nature to communities. Our company success will be created by pioneering people with passion for crafting experiences and turning challenges into opportunities to innovate.

The FP&A Director will work closely with our CFO, APAC on short and long-term financial planning and analysis of business operations to ensure profitable growth for Moet Hennessy brands in the Region. He/ She will examine, analyze, and evaluate the entirety of MHAP’s financial information, activities has well as external economic conditions and their impact on business operations. As the lead for Moet Hennessy’s financial budget, forecast and financial management reporting processes, you will be a key liaison with MH Markets, MH Maisons and Region’s business leaders for all financial matters.

Management Reporting, Planning and Analysis

• Lead the financial planning process including analysis on Volumes, Net Sales, Pricing, OPEX and Operating Profit
• Liaise with Region’s Management, MH Central, Maisons and other Regions on expectations, guidelines and timelines
• Prepare accurate and insightful business comments to explain the performance versus plans and previous year
• Analyze and provide insights on strategic business dynamics and trends as well as factors affecting business performance, highlight any financial issue requiring management attention

Business Partnering with Markets, Maisons and Region’s business leaders

• Bring financial insights and expertise in the decision-making process to ensure a sustainable, profitable growth
• Be a key contributor to monthly market’s business updates and quarterly business reviews
• Engage Regional Supply Planning team to ensure markets’ ability to achieve their targets, be a force of proposition when it comes to allocations and management of scarcity, and leverage on the logistics/ supply insights to better understand and monitor the trends
• Collaborate with Regional Center of Excellence and HR shared service center for all cost planning and monitoring, centrally and in markets

Develop the Finance Community in Asia Pacific

• Ensure adoption of MH Financial tools, processes, methodologies and definitions while re-enforcing and animating the regional controlling community to promote sharing of information & best practices
• Supervise Finance Governance in the Region in coordination with MH Central
• Contribute to the development of Finance knowledge in the Region

Team Management and Development

• Lead a high performing FP&A team, capitalise on the strengths of the individuals, while ensuring development of the team, fostering inter-operability and a supportive mindset
• Review the Roles & Responsibilities of the Regional FP&A team, depending on the organisation’s evolving needs and having in mind mobilities and succession planning

Requirements

• Minimum 12 years’ experience in Financial Planning / Finance Controlling in a multinational company with good knowledge of accounting principles and knowledge of internal control and processes
• Strong analytical skills
• Strong leadership skills and commercial acumen
• Ability to manage complexity, ambiguity and pressure
• Excellent time management skills with ability to prioritize and plan, and deliver quality results within tight deadlines
• Effective communication and presentation skills
• Open to engage with different cultures
• Action and result-oriented
• Proficient with Excel. Hyperion Essbase, Anaplan and SAP knowledge is an advantage
• Fluent in English with proficiency of other language(s) will be an advantage

Roles & Responsibilities:

• Develop and execute strategic marketing campaigns with clear, measurable outcomes.
• Manage day-to-day activities of brand management, product management, digital marketing, marketing creative, marketing communications, and content management.
• Oversee websites and social media platforms, ensuring strict compliance with internal guidelines and messaging.
• Create and execute social media content and email marketing strategies.
• Collaborate across business partners to analyse data, recommend new growth strategies, and foster creativity.
• Ensure marketing and communication efforts adhere to agreed timelines, managing various stakeholders.
• Conduct regular research to stay updated on market trends, competitor strategies, and marketing technologies.

Who we are looking for:

• Fresh graduates are welcomed to apply, experience in Financial Institutions (Financial Advisers, Banks or Life Insurers) an added advantage.
• Proficient in B2B/B2C social media, SEO, Google Adwords, and email campaigns.
• Good command of written and spoken English. Bilingual abilities are a plus.
• Thrives in a fast-paced environment, demonstrating adaptability as an independent yet collaborative team player.

Roles & Responsibilities:

• Support the company’s strategic activities and special projects including financial forecasting, benchmarking, optimisation and resource allocation.
• Develop and recommend initiatives to drive and achieve sales targets, business plan, and various project KPIs.
• Advising senior management on business projections including remedies and implications to internal and external expectations.

Who we are looking for:

• Minimum diploma in any discipline (Finance preferred but not required)
• Strong presentation and communication skills with a high personal level of motivation and delivery orientated focus.
• Able to deal with multiple stakeholders across all management levels.
• An added advantage for applicants with prior experience in the Finance industry.
• Thrives in a fast-paced environment, demonstrating adaptability as an independent yet collaborative team player.

We are looking for meticulous individuals who have an eye for details, to maintain accuracy in data processing for business transactions.

This position is based in Singapore for Five-day work week. Under the employment of Financial Alliance Pte Ltd.

JOB DESCRIPTION

· Data entry of business transactions and upload scanned policy documents

· Manage policy alterations, renewals and claims

· Disseminate emails and upload information to shared folder

· Update application status, underwriting & service information

· Arrange for courier and dispatch of documents

· Receptionist duties

· Perform any ad-hoc activities and project assigned

PREREQUISITES

· Strong service orientation

· Good communication and negotiation skills to manage internal and external stakeholders

· Able to meet tight deadlines, be meticulous and accurate

· Proficient in Microsoft Excel and Word

Basic training will be given on the insurance and investment products.

Job Type: Contract - 12 month

Salary:

SGD $1800 - $2200

Schedule:

Monday to Friday, 9am to 6pm

On-site

Phillip Nova is one of the leading local broker with founding clearing members of Singapore Exchange Derivatives Trading (SGX-DT). Here in Phillip Nova, we offer a comprehensive range of asset classes from Shares, CFD, Futures & Options, Foreign Exchange and Bullion where investor, professional trader or corporate can choose from an array of electronic trading platforms to suit their investment profile.

We are actively on the hunt for candidate who are self-motivated and keen to build your own business. If you has a strong interest in shares and derivative market and enjoys working in a collaborative team, join us as Financial Sales Associates and be part of our exciting investment team in servicing and providing solutions to customers.

Your portfolio will entails as below:

• Canvass and acquire for potential customers
• Follow up closely with all prospective customers through product recommendations, campaigns and trading system demonstration
• Collaborate with Phillip Nova to actively market the suites of product offerings for on-boarding new customers to grow our market presence
• Maintain strong knowledge of the trading platform features and capabilities in providing educating customers of platform abilities
• Keep abreast of global and economic news in order to provide trading support to customers
• Building and networking with existing customers to provide consultative selling to meet customer's trading needs
• Build and maintain strong customers relationships as well as after-sales service
• Active monitoring of existing customers’ activity to assess their needs and provide required trading support to increase Phillip Nova market share
• Perform risk management of customers' portfolio in ensuring portfolio maintains healthy level

We are looking for:

• Entrepreneurial with a positive outlook and sales driven to build your business
• Result orientated and hungry for success
• Enjoy being in fast track environment
• Enjoy meeting people and providing consultative & investment solutions
• Strong interest in equities, finance and commodity markets

This is a fully commission (full-time) sales role. Shortlisted candidate will receive full sponsorship of CMFAS examination fees, and entitled for attractive training allowances while on mentorship training programme.

You will also be able to obtain additional regulated licenses to provide one stop value-added investment solution to your customers. We will be able to take your career further through as our aspiring mentor being in the mentorship programme. If this portfolio excites you, rewarding remuneration awaits, join us by sending your resume Now!

Application Requirements:

• Minimum Diploma and above preferably in the discipline of finance
• Preferably 1 year of experience in related industry /or with sales experiences of any industry. Candidates without experience are also welcome to apply
• Selected candidates are required to pass CMFAS paper M5, RES1A, RES2A, CM-EIP & CM-SIP
• Applicants currently preparing for the CMFAS Exams are welcome to apply
• Only Singaporean and PR may apply

In Phillip Nova, we don't offer a job we believed our strong partnership will take your portfolio to next level.

Roles & Responsibilities:

• This role has been designed to provide fresh graduates an opportunity to explore and experience the different departments within our financial advisory group.
• As a management trainee, you will be rotated around the various departments including marketing, compliance and risk, operations, human resource, sales, and CEO office.

Who we are looking for:

• Fresh graduates in any discipline are welcomed to apply.
• Good command of written and spoken English. Bilingual abilities are a plus.
• Thrives in a fast-paced environment.
• Strong presentation skills with a high personal level of motivation and delivery orientated focus.
• Able to deal with multiple stakeholders across all management levels.

Roles & Responsibilities:

• Develop knowledge on the suite of financial solutions to advise clients and prospects.
• Work directly with clients and prospects to achieve their financial goals.
• Prepare and submit recommendations to implement a plan for the client.
• Regular ongoing contact with the client to revise financial plans based on the review and modification of needs or changes in the market and industry.
• Develop and maintain long-term relationships with clients.
• Maintain the highest level of professionalism when interacting with clients and prospects.

Who we are looking for:

• Self-driven individual who has a passion to excel
• Good command of written and spoken English. Bilingual abilities are a plus.
• Desire to serve the local and offshore market.
• Good connections within South-east Asia a plus.
• Strong interpersonal skills with a passion for empowering others financially.

Phillip Nova is one of the leading local broker with founding clearing members of Singapore Exchange Derivatives Trading (SGX-DT). Here in Phillip Nova, we offer a comprehensive range of asset classes from Shares, CFD, Futures & Options, FX and Precious Metal where investor, professional trader or corporate can choose from an array of electronic trading platforms to suit their investment profile.

We are expanding our Equities presence and is on the hunt for candidate whom is enthusiastic in Equities market and enjoyed working in fast-paced environment. What’s more you will also be able to offer a full suites of investment solutions to meet the different customers segment demand.

To be part of our exciting team as Financial Trading Sales Representative, where your portfolio entails as below:

• Canvass and acquire for potential customers
• Follow up closely with all prospective customers through product recommendations, campaigns and trading system demonstration
• Collaborate with Phillip Nova to actively market the suites of product offerings for on-boarding new customers to grow our market presence
• Maintain strong knowledge of the trading platform features and capabilities in educating customers of platform abilities
• Keep abreast of global and economic news in order to provide trading support to customers
• Building and networking with existing customers to provide consultative selling to meet customer's trading needs
• Build and maintain strong customers relationships as well as after-sales service
• Active monitoring of existing customers’ activity to assess their needs and provide required trading support to increase Phillip Nova market share

We are looking for:

• Entrepreneurship with a positive outlook and driven to build your business
• Result orientated and hungry for success
• Enjoy meeting people and providing consultative & investment solutions
• Strong interest in equities, finance and commodity markets

This is a fully commission (full-time) sales role. Successful candidate will receive full sponsorship of CMFAS examination fees and attractive training allowances while on mentorship training programme. If this portfolio excites you, rewarding remuneration awaits, join us by sending your resume Now!

Application Requirements:

• Minimum Diploma and above preferably in the discipline of finance
• Preferably 1 year of experience in related industry /or with sales experiences of any industry. Candidate without experience is also welcome to apply
• Selected candidate is required to pass CMFAS paper M5, RES1A, and CM-EIP
• Applicants currently preparing for the CMFAS Exams are welcome to apply
• Only Singaporean may apply

At Phillip Nova we don’t just offer a job – we offer an opportunity to build your portfolio where your future is limitless!

Role & Responsibilities:

Position Definition (Key Purpose of the Position):

· As a Strategic Planner you will be responsible to execute strategic planning activities for all Direct Source materials including long-term strategic planning (multi-horizon plan) to (pre-/in-) seasonal planning process, forecast allocation and material preposition strategies. You will contribute with the development of the raw material sourcing strategy, supplier capacity plan and drive the seasonal supply planning process in order to maximize product availability

· You are responsible to assess capacity needs and mitigate any potential risk to minimize delay associated to nominated suppliers, due to demand shifts, capacity problems, and forecast variances etc.

· To succeed, you will utilize both relationship building and strong analytical skill sets to drive decision making that ensures processes are integrated and aligned across all regions.

Key Result Areas:

· Execute strategic planning activities for apparel & equipment materials through the go to market calendar to ensure all milestones are timely met

· Analyze demand forecasts (Global/rgional) and allocate raw material sourcing strategy through the Multi-horizon plans which are drawn up to achieve long-term Brand revenue targets and growth expectations

· Partner with cross functional teams to design and execute material preposition initiatives to enable On-Time Performance

· Build strategic relationships with key stakeholders covering Brand/Regional Operations, Asia Product Supply, Global Planning and key suppliers to ensure raw materials are delivered at the right place, on time, at the right cost

· Act as process owner for all GMS policies and procedures impacting Global Product Supply, drive policy changes with key stakeholders, including Product Supply, Global Planning and RO’s to ensure proper implementation

• Be a driver for initiatives that enable higher agility within the sourcing organization and continuously advance the global supply planning processes, analytical framework and allocation approach to support agility and market needs

· Ensure that the strategy framework reflects actions, timelines and responsibilities from a supply base perspective to enable proper implementation

· Collaborate with Global Planning and Product Supply department to accomplish KPI’s On-Time Performance, Buy Acceptance Rates, and support Quality, CSR, and other relevant Brand needs

· Prepare analytical reports / presentations to help illustrate future demand trends, opportunity or risk to senior management and business teams

· Analyse organizational performance (e.g. Supplier Key Performance Indicators, business operations & efficiency), forecast operational risks, and work within the Global Material Supply organization and other global functions on issue resolution

· Act as a change agent/ambassador throughout the Global Product Supply organization by building trust with various levels in the organization, communicate clearly and consistently business objectives and management vision

Competency Requirements:

Behavioral Competencies -

(Please refer to VF guiding principles and Leadership Profiles)

· High EQ in working with cross function/cultural partners

· Excellent interpersonal and communication skills (oral and written)

· Entrepreneurial & result-driven

· Optimistic and dare to take calculated risks

· Team player and the ability to work independently

· Communication and influence globally and regionally

· Bold and creative thinking

· Able to work under pressure with multiple tasks simultaneously while meeting tight deadlines

Functional Competencies –

List down specific set of functional skills required to perform in this role

· Excellent English (writing and speaking) skills. Mandarin is a plus.

· Excellent Excel, Power Point and Presentation skill

· Data visualization software (Tableau, PowerBI, etc.) experience

· Data analytics/exploration software (Alteryx, Knime etc.) experience

· Critical thinking/problem solving abilities linked with story-telling skills

· Ability to hypothesize & create/analyze multiple what-if scenarios

· Possesses deep functional subject matter knowledge

· Understanding of supply chain processes, with experience in forecasting and S&OP

Experience

Minimum Relevant Experience:

Experience in Apparel, Footwear, Equipment Apparel & equipment and/or Sourcing and Supply Chain organizations but not limited to

Minimum Supervisory Experience:

Not required

Nature of Work:

Materials Sourcing

Academic Qualifications

Minimum Degree Held: Bachelor’s degree, College graduate or equivalent work experience

Subject Expert In: Planning (Supply Planning and Sourcing)

Certifications Required: N/A

Financial Product Manager/Specialist (Web3)

Job Responsibilities:

• Assist in the planning of financial products and the implementation of business development strategies, including various conventional and innovative financial products.
• Assist in managing financial risks, researching compliance issues in various countries' financial businesses, ensuring product compliance, and mitigating legal risks.
• Dive into user behavior, understand user usage patterns, and discern the underlying needs behind user behavior.
• Track product performance, conduct data analysis, gain insights into product issues and user needs through data, and timely optimize product planning to continuously improve and enhance core metrics.

Job Requirements:

• Bachelor's degree or above, with at least 1 year of experience in financial product-related consulting.
• Familiar with the logic of various financial products, including traditional funds, banks, insurance, securities, and some understanding of blockchain financial products.
• Possess excellent systematic framework abilities, data analysis skills, and innovation capabilities.
• Strong communication, collaboration, and project management skills are essential.

Dylan Choo

Rewarding Talents International

EA License: 22S1387

EA Personnel: R2094227

We are looking for meticulous individuals who have an eye for details, to maintain accuracy in data processing for business transactions.

This position is based in Singapore for Five-day work week. Under the employment of Financial Alliance Pte Ltd.

JOB DESCRIPTION

· Data entry of business transactions and upload scanned policy documents

· Manage policy alterations, renewals and claims

· Disseminate emails and upload information to shared folder

· Update application status, underwriting & service information

· Arrange for courier and dispatch of documents

· Receptionist duties

· Perform any ad-hoc activities and project assigned

PREREQUISITES

· Strong service orientation

· Good communication and negotiation skills to manage internal and external stakeholders

· Able to meet tight deadlines, be meticulous and accurate

· Proficient in Microsoft Excel and Word

Basic training will be given on the insurance and investment products.

Job Type: Contract - 12 month

Salary:

SGD $1800 - $2200

Schedule:

Monday to Friday, 9am to 6pm

On-site

JOB DESCRIPTION

• To profile clients' needs and provide them with purposeful financial advice.
• To acquire new clients through your own means or through our dynamic range of business development and sales activities.
• Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques, such as Asset Allocation, Unit Trusts, Life and Health Insurance, Wills and Trust Service, etc.
• Engage in business development activities, including client presentations, seminars, and workshops.

JOB REQUIREMENTS

• Self-motivated, with a strong will to excel in a competitive environment.
• Minimum GCE 'A' Levels, Diploma or above. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly preferred.
• Ability to effectively interact and communicate with a broad range of people. Able to take the initiative and work in a team environment.
• Pleasant personality and good learning attitude.
• Experience in marketing/sales is an added advantage.

Financial Analyst (Education)

Our client is the largest education brand in Asia in its specialisation and is headquartered globally in the western hemisphere. They have double the number of schools in the last 3 years in Asia and have an appetite to go further in the next coming years

Given this serious expansion plans, the Finance Director is looking to hire a dynamic, resilient and excel savvy Financial Analyst to support the FP&A team with adhoc analysis, reports and be the guiding light to the business.

Reporting into the FP&A Manager, your responsibilities will be as below:

• Support the monthly financial reporting and analysis function, forecast specific areas within the business, and manage ad-hoc data and financial analysis

• Analyze, track and report on all assigned key indicator and financial figures to compare to approved planning/forecasting benchmarks

• Collect, organize, analyze, interpret, and communicate financial data to assist the business with making key decisions

• Support the month-end financial reporting process including generating reports to ensure accurate closing of monthly financials and closing in-depth financial reporting

• Assist with the planning and execution of the corporate forecasting process, including monthly, quarterly reporting, the annual budget and long-range planning

. Drive financial modeling for capital investments such as new centre build or acquisitions a

• Support to drive better financial insight and analysis into our key operational areas while driving greater financial controls and leadership for the organization

• Provide operational and business insight for key metrics across multiple functional areas

• Drive efficiencies in data collection and improve upon data analysis tools

• Foster cross-functional relationships and assist in ad-hoc analyses of complex business issues

Requirement:

• You must have 2 years of solid FP&A experience and must possess strong excel skills. Over all experience in Audit/Accounting for at least 3 years.
• You must be hardworking, resilient and able to handle stretched deadlines as the business is growing rapidly.
• You should have the willingness to be a strong dependable resource and an able team player.
• Strong communication skills and can do attitudue is a imperative to have.

Singapore Citizen or PR!

JOB DESCRIPTION

• To profile clients' needs and provide them with purposeful financial advice.
• To acquire new clients through your own means or through our dynamic range of business development and sales activities.
• Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques, such as Asset Allocation, Unit Trusts, Life and Health Insurance, Wills and Trust Service, etc.
• Engage in business development activities, including client presentations, seminars, and workshops.

JOB REQUIREMENTS

• Self-motivated, with a strong will to excel in a competitive environment.
• Minimum GCE 'A' Levels, Diploma or above. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly preferred.
• Ability to effectively interact and communicate with a broad range of people. Able to take the initiative and work in a team environment.
• Pleasant personality and good learning attitude.
• Experience in marketing/sales is an added advantage.

Financial Alliance is Singapore's largest, leading and award-winning Independent Financial Advisory Firm. We offer our individual and corporate clients a unique, unbiased and meaningful one-stop experience in financial advisory services. Our wide range of wealth management and financial planning solutions is second to none. Our entire team shares a pro-client outlook, and our corporate infrastructure is designed to reflect this.

We are currently expanding our high net worth client offering and are looking for established Priority Bankers/Private Bankers/Relationship Managers/Client Advisors/Investment Consultant/Product Specialists with an existing book of clients to join its Independent Asset Management unit. We are looking for independently minded bankers seeking to establish their own business outside of the banking environment while offering their clients the highest levels of service.

Requirements:

· At least 5 years of banking experience as either banker, investment consultant or product specialist and has an established network of individual HNW clientele (AI clients)

· Track record in asset development, asset growth and revenue generation

· Strong product knowledge in wealth management and able to effectively advise clients on investment portfolio

· Has high standards of professional integrity

· Understand clients’ background and drive the Know Your Customer due diligence as a first line of defence, to fulfil related compliance and internal requirements

Scope and responsibilities:

· Must obtain and maintain necessary MAS licenses and CPD requirements (CACS, RNF and MAS certification)

· Ensure that all transactions/activities affecting banking and customer interactions are undertaken within the regulatory/ legal boundaries and framework

· Ensure that the company's policies and procedures are adhered to

· Educate clients about investment options and potential risks when recommending investments

What We Offer:

· Platform with comprehensive solutions to meet clients’ different needs

· Competitive package

· Flexibility to balance work and life

Key Responsibilities:

• Provide extensive administrative support across diverse departments.
• Aid in the coordination and supervision of projects to ensure timely completion.
• Manage scheduling, including the organization of meetings and appointments.
• Prepare and oversee correspondence, reports, and documents.
• Arrange and maintain files and records for efficient retrieval.
• Contribute to the planning and execution of office events and initiatives.
• Assist the team with online research and tasks related to data analysis.
• Effectively utilize MS Office suites and AI applications for various administrative tasks.
• Coordinate with internal and external parties to facilitate seamless communication.
• Execute additional duties as needed, contributing to the overall functionality of the office.

Qualifications:

• Proficient in using MS Office suites with familiarity in AI applications.
• Strong organizational and time management skills.
• Effective written and verbal communication skills.
• Ability to multitask and prioritize work in a dynamic environment.
• Attention to detail and strong problem-solving skills.
• Proactive and adaptable approach to work.
• Previous experience in an administrative role, preferably in a similar industry or corporate setting.
• Diploma or higher in Business Administration or a related field is preferred.

Interested applicants please send your resume in MS Words format to [email protected] and much appreciated if you could attention it to Steven Tan

Only shortlisted candidates will be notified.

www.ambition.com.sg

EA Registration Number: Tan Eng Foo (Steven) / R2090530

Data provided is for recruitment purposes only.

Business Registration Number: 200611680D. Licence Number: 10C5117