Total 258 financial planner job vacancies in D09 Cairnhill, Orchard, River Valley

ROLE

The Planner collaborates with other planners, architects, and project team members to design, coordinate, and present ideas relating to a variety of resort, residential, mixed-use and urban planning and design projects. The Planner supports the team in the overall efforts of completing the various phases of a project, creating programs and plans for land use and development. The Planner reports to a designated senior member of the Planning Studio.

RESPONSIBILITIES

• Conducts project research and analysis, and completes assignment using research, analysis and critical thinking

• Coordinates the production and delivery of planning activities for several complex projects, including research and design development on all phases of the project

• Completes project activities, documents and products, presentations and deliverables

• Assures the efficient preparation of detailed drawings through concept design and design development to construction documentation phases on assigned projects

• Produces working drawings, design sketches, diagrams, schedules and other computer generated or hand-drawn documents

• Creates design sketches and planning layouts and completes presentations and report packages

• Directs and provides guidance to less experienced members of the team in the production of design concepts and oversees their production

EXPECTATIONS IN THE ROLE

• Delivers assignments in the various phases of the project in line with WATG quality and design standards

• Builds knowledge of resort and residential community planning, landscape architecture, and architecture

• Coordinates the deliverables of the project team

• Participatesin team meetings to align the project deliverables to the design intent

• Travel may be required

REQUIREMENTS

• Bachelor’s degree in urban design, urban planning, architecture, or landscape architecture

• Working toward a professional registration

• Environmental accreditation preferred

• 4+ years of experience in urban design, urban planning, or resort planning

• Proficient in AutoCAD, Adobe Creative Suite, and SketchUp

• Knowledge of Rhino and Revit, and any programming language

• Basic database knowledge and experience in GIS geodatabases, Microsoft Access, or SQL

• Basic Knowledge and experience with Midjourney, and any latest AI tools

• Knowledge of sustainability analysis software preferred

• Strong freehand illustration, digital graphic and rendering skills, and visualization

• Experience with developing concept plans at differentscales

• Effective communication skills in verbal presentation, written narrative, and graphic representation

• Ability to manage multiple project priorities and meet deadlines and budgets consistently

• Works effectively and collaboratively in a team environment

If you’re excited about bringing events to life and making a lasting impact, we want you on board!

Jobscope: :

• Event Planning & Execution: Lead the end-to-end planning, organization, and execution of finance-related events, from initial concept development through to successful delivery.
• Vendor & Contractor Coordination: Oversee relationships with external vendors and contractors, including those responsible for sound, lighting, staging, and catering, to ensure timely and quality service delivery.
• Marketing & Promotion: Collaborate with the social media and marketing teams to create engaging promotional strategies and campaigns to drive event attendance and visibility.
• On-site Event Management: Ensure seamless event-day operations by managing staff, coordinating schedules, and addressing any on-the-day challenges promptly.
• Post-event Evaluation: Conduct thorough post-event reviews to assess success, gather feedback, and identify opportunities for improvement in future events.

Requirements:

• Minimum qualifications of GCE A levels or Local polytechnic diploma
• Proven experience in events planning
• Strong organisational skills, communication skills and problem solving ability
• Flexibility to work on weekends when required

Come be a part of our team and help shape unforgettable events!

Brief overview

DM Financial ("DM") is a professional services firm with offices in Singapore, Ireland, Cayman Islands, Netherlands, Bulgaria and United Kingdom. We provide specialised accounting services to investment vehicles which have combined asset values of approximately US$848bn. Our range of clients, complexity of client investments, specialisation in multiple GAAPs, depth of expertise and technical knowledge means that we have unparalleled expertise in fund financial reporting, accounting and compliance services.

Formed in Ireland in 2007, DM has continued to grow significantly and now employs approximately 250 staff globally. Our core service lines include:

• Financial reporting;
• Specialised management accounting services;
• Corporate secretarial services;
• Taxation compliance services; and
• Insolvency and forensic investigation services

In mid-2021 growth investor Synova invested in the business to partner with the DM team for the next stage of our development. We are now at a hugely exciting juncture with significant global expansion plans. If you are up for the challenge - and would like to be part of a team who believe in doing more for clients - we are now welcoming applications from ACA/ACCA/CPA professionals to join our Financial Reporting team based at our office in Singapore.

Managing financial reporting for regulated investment funds and investment vehicles domiciled in the Cayman Islands, Singapore, Hong Kong, Australia, US, Ireland, Luxembourg, UK, and France, you will work with our financial reporting teams to deliver high quality services to meet the exacting standards of our growing client base.

You can be part of our globally expanding financial reporting team who Do More to deliver high quality services to meet the exacting standards of our growing client base.

What you will be doing….

• Managing the financial reporting process on behalf of large multi-national clients
• Acting as liaison with various internal and external parties, including auditors, administrators and investment managers
• Reviewing financial statements for investment funds and other financial services entities in accordance with US GAAP and also, IFRS, and other local GAAPs
• Researching technical queries on accounting standards
• Coaching members of the team to ensure highest levels of output to clients
• Responsibility for the professional development of team members
• Due to our expanding global client base, opportunities for international travel may also be available

What will you need….

• ACA/ACCA/CPA qualified with strong technical knowledge of multiple accounting standards
• 7 years + experience in working in financial services fund environment (Top 10 experience a plus)
• Technical expertise, attention to detail and a practical mindset
• Ability to prioritise and work to tight deadlines to ensure compliance requirements are met
• Capacity to build relationships with and influence colleagues and business partners
• Confident communicator with an ability to provide clear and succinct verbal and written updates
• Advanced strategy, problem solving, interpersonal and communication skills
• Excellent organisational skills
• Proficiency in Microsoft Office 365
• Demonstrable experience of coaching and developing a team
• Ability to take ownership of own professional development
• Legal entitlement to live and work in Singapore

What we are looking for…

• Willingness to work in a collaborative, client focused team environment
• Ethics and integrity when dealing with clients and colleagues
• Highly motivated to perform and develop
• Accuracy and accountability
• Work of the highest quality and technical competence

What you can expect…

• Attractive compensation package
• Competitive salary
• Healthcare
• Flexible working environment
• Flexible holiday arrangements
• Training, as required, in all aspects of our business
• Professional career development and opportunities
• The opportunity to work with large, well known clients including listed entities
• Challenging client based/deadline driven environment but balanced with a support driven team and company ethos

ARE YOU READY TO DO MORE?

This role is a pivotal member for Financial Planning and Analysis (FP&A) across Bridgestone Asia Pacific, India and China (BSAPIC) including Regional Head Office (RHO) Functions. The incumbent is required to support the Regional Management by leading financial reporting, forecasting, budgeting, and simulations. The incumbent will lead RHO FP&A to work closely with RHO Functions, Group Companies (GC) and Global Head Office (GHO) Finance to ensure accurate financial reporting, data-driven strategic decision-making, and alignment of financial strategies with business goals, while delivering timely, high-quality results.

Key Responsibilities

Financial Planning and Management Reporting

· Drive Management Reporting and Financial Planning cycles, including long-term strategic planning and periodic forecasting forecast, budget and Mid Term Plan.

· Develop and coordinate the BSAPIC enterprise process for forecasts, budgets, and mid/long-term plans:

1. Understand global reporting requirements and inputs needed for accurate financial figures and scenarios.

2. Propose and implement processes involving RHO Functions and GCs to meet deadlines and ensure decision-making readiness.

3. Monitor progress, identify roadblocks, and adjust plans as needed.

· Consolidate financial results and analyze financial performance of all companies and product group/channel in BSAPIC Region for Actual / Budget / Forecast.

· Create accurate and timely financial reports for senior management and key stakeholders.

Digital Transformation

· Drive digital innovation in forecasting, budgeting, and planning processes (mid-term, long-term).

· Contribute to the development of advanced financial systems for a data-driven approach.

· Design user-friendly, efficient reports accessible to users & SBU management.

· Be core member of Global projects relating to digital transformation for financial planning.

Financial Simulation and Scenario Analysis

· Design and maintain financial models for quick simulations to support decision-making for:

1. For regularly updated factor, including but not limited to volume (both sale and production), RMI, FX assumptions.

2. Plan and organize updates of factors with GHO, RHO Functions and GCs as required

3. Monitor accuracy of model and identify areas to revise and improve simulation formulas and assumptions.

Collaboration and Alignment

· Work closely with Corporate Planning Function to plan, arrange and revise if required for BSAPIC internal reporting and meeting schedules and calendar.

· Design and update Management Playbooks where required.

Leadership and Process Improvement

· Mentor and guide junior staff to enhance the finance team’s capabilities.

· Contribute to projects aimed at automating systems and streamlining processes.

· Offer financial guidance and support to Group Company Finance teams.

Job Requirements

· Bachelor’s degree in Accountancy or a professional accounting qualification.

· 10–15 years of experience in FP&A and Accounting, including at least 3 years in team leadership and regional management accounting & reporting.

· Minimum 2 years of experience in manufacturing costing and analysis.

· Exposure to multinational corporations, with a focus on the APAC region.

· Advanced proficiency in MS Excel; experience with Power BI and SAP is an advantage.

· Strong knowledge of financial concepts, accounting principles, and financial modeling techniques.

· Excellent analytical skills with the ability to interpret large datasets and communicate insights effectively.

· Fluent in English, with excellent communication and presentation skills.

· Strong planning, organizational, and detail-oriented mindset.

· A proactive and collaborative team player with a positive attitude and self-motivation.

The Job:

• Ensure the enquiries and requests received through emails/mails/fax are responded within the expected turnaround time
• Manage and resolve policyholders’, distribution representatives’ and business partners’ issues related to insurance matters;
• Assess and manage appeals, feedbacks and minor complaints

Requirements:

• Possessed professional certification in Insurance (i.e. M9, M5 and CHI)
• 3 years’ experience in customer servicing role (Life Insurance);
• Meticulous and accurate

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

The Job:

• Ensure the enquiries and requests received through emails/mails/fax are responded within the expected turnaround time
• Manage and resolve policyholders’, distribution representatives’ and business partners’ issues related to insurance matters;
• Assess and manage appeals, feedbacks and minor complaints

Requirements:

• Possessed professional certification in Insurance (i.e. M9, M5 and CHI)
• 3 years’ experience in customer servicing role (Life Insurance);
• Meticulous and accurate

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

The Job:

• Provide support for day-to-day operations by assisting in the team’s functions
• Assist in monitoring competency standards required of supervisors and representatives to ensure alignment with regulatory and industry guidelines
• Ensure timely reviews and follow up with representatives on cases triggered by Company approved monitoring system, and information via other sources reported to the department
• Assist in developing and implementing communication plans on competency standards
• Engage and coach representatives and supervisors in areas of sales activity, quality of sales / sales management, and training needs as and when required
• Perform trend analysis to detect potential sales advisory and market conduct risks

The Requirements:

• Degree holder and above in related discipline (Banking/ Business/ Finances/ Accounting) preferred
• 2 - 3 years of compliance / audit experience in Financial Services or insurance industry would be an added advantage

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

The Job:

• Ensure the enquiries and requests received through emails/mails/fax are responded within the expected turnaround time
• Manage and resolve policyholders’, distribution representatives’ and business partners’ issues related to insurance matters;
• Assess and manage appeals, feedbacks and minor complaints

Requirements:

• Possessed professional certification in Insurance (i.e. M9, M5 and CHI)
• 3 years’ experience in customer servicing role (Life Insurance);
• Meticulous and accurate

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

The Job:

• Ensure the enquiries and requests received through emails/mails/fax are responded within the expected turnaround time
• Manage and resolve policyholders’, distribution representatives’ and business partners’ issues related to insurance matters;
• Assess and manage appeals, feedbacks and minor complaints

Requirements:

• Possessed professional certification in Insurance (i.e. M9, M5 and CHI)
• 3 years’ experience in customer servicing role (Life Insurance);
• Meticulous and accurate

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

The Opportunity

• This is an exciting opportunity to work for one of the leading global banks.
• It is an opportunity for an experienced AVP, Business Financial Crime Risk (BFCR) to join their team
• This will start off as a 12 months contract

The Job

• Prepare and perform various FCRM MI reporting (locally and region/global)
• Prepare updates for the materials used in the monthly local Risk Forum
• Perform activities relating to FCRM manual controls (eg. weekly checks for unauthorized account restrictions uplifts; accounts opened without proper going through the required CDD controls)
• Support preparation activities for upcoming audits in the FCRM space
• Other FCRM control activities may be assigned

The Talent

• Minimally 1 year of relevant experience in Financial Crime Risk Management, specifically in CDD, AML, Sanctions, and Screening.
• Familiarity with local regulatory requirements and financial crime policies.
• Strong analytical and reporting skills.
• Strong in Excel - Pivot table, vlook up
• Excellent communication and presentation skills.
• Ability to work independently and collaboratively within a team.
• Detail-oriented with a strong focus on accuracy and compliance.

Next Steps

• Drop your resume and contact us to follow-up, or send your resume to [email protected]
• Email Topic: Apply AVP, Business Financial Crime Risk
• Only shortlisted candidates will be contacted

Cecilia Sim Xin Yang

Personnel Registration No. R22105099

EA Licence No.91C2918

Lead the FP&A (Forecast and Budgeting) including preparation of annual budget package; overall (excluding product costing and product-driven variances) budget and quarterly forecast submission, and these includes presentation slides and clear analysis of key budget/forecast movements on Spending.

Coordinate Monthly SMO Reporting (to Corporate Finance) and prepare spending trend charts for the monthly finance deep dive review.

Interested applicants please email a copy of your resume to [email protected]

Tele @jesswongie OR WA 96503173

Jessie Wong Yuan Si

Personnel EA License No.: R2197171

Recruit Express Pte Ltd (EA Licence No.: 99C4599)

The Responsibilities we will trust you with are:

• Actively identify, develop and convert business opportunities from new and existing clients
• Demonstrate an in-depth understanding of clients’ business and source of wealth generation
• Ensure coverage of all relationships through client engagement, risk profiling and financial planning
• Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
• Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
• Help clients achieve broad financial/investment goals related to the creation and management of wealth
• Develop tailored solutions that address clients’ investment, risk management, and financing/liquidity needs
• Plan and prioritize activities to maximize revenue growth and client satisfaction
• Ensure strong controls and effective operational and administrative tasks including compliance on regulatory requirements
• Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism

The Job:

• Ensure the enquiries and requests received through emails/mails/fax are responded within the expected turnaround time
• Manage and resolve policyholders’, distribution representatives’ and business partners’ issues related to insurance matters;
• Assess and manage appeals, feedbacks and minor complaints

Requirements:

• Possessed professional certification in Insurance (i.e. M9, M5 and CHI)
• 3 years’ experience in customer servicing role (Life Insurance);
• Meticulous and accurate

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

Claims Service

• Work within local and regional on operating processes and claim handling procedures to ensure that quality claim service is rendered to all customers in accordance with Claims Philosophy.

• Attend to claim enquiries and feedback, maintain positive relationship with all customers, brokers, service providers etc,

• Use external resources in accordance with the guidelines and philosophies. This includes the engagement of appropriate service providers where required and management of such providers and cases towards the timely and effective resolution of the matter.

Claims Quality

• Manage and handle claims to finality within designated Settlement Authority and Claims Management Guidelines, including timely action, appropriate investigation, regular case reviews and proper evaluation are taken in all claims.

• Ensure that loss reserves are set and maintained in accordance with guidelines, timely updates of claims data made into systems and correctness of systems and file records,

• Comply with quality review program guidelines and ensure corrective action is complemented as necessary.

• Complete Reserve Reconciliation and Advocacy reviews in accordance with guidelines.

Others

• Maximize recoveries from insurers, salvage dispositions, subrogation or other recovery proceedings through close monitoring. Ensure timely advices, relevant supporting documents and responses to enquiries are provided to coinsurers / reinsurers to settle their share promptly.

• As required, assist in claims related projects including UAT etc, and other projects/assignments or tasks, as assigned.

Elsa Fontanne (CEI No. R24124496)

Recruitment Consultant

Contact Number: 67860100

Email Address: [email protected]

Recruit Express Pte Ltd / EA Licence No: 99C4599

We regret only shortlisted candidates will be contacted

Location: Tuas with islandwide pick up

Salary: Up to $5.5K + 500 transport

Job Scope:

• Monthly analysis of non-costing / inventory related P/L variances (Actual vs. Budget and/or Latest Estimate Forecast).

• Prepare post month-end close analysis on statistical recharges and propose adjustments to adjust out from Other Cost of Sales to Operational Spending. Follow up on incorrect or unknown charges.

• Review intercompany Allocation In (GSC Freight Allocation) /Statistical recharges to ensure accuracy.

• Prepare/ submit Profit and Loss Review (MOS) reports on a quarterly basis.

• Business partner to cost centre owners (manager and directors in non-core departments including Site Leadership Team and Admin, EHS; Business Excellence; Site-HR and Finance) addressing ad-hoc queries / detailed Spending analysis;

• Subject Matter Expert for Jedox Planning and Forecast system (Operational Spending)

• Closely monitor other key B/S accruals - Non-two-way match PO accruals (posted by local site finance) and Expatriate costs accruals on Global Mobility relocation costs, and others as needed.

• Lead continuous improvements for Budget; Forecast and Spending eg. Ariba two-way match PO accruals Optimisation (by developing formula and rules) and coordinate with GBS on accurate posting

• Improve the site awareness (financial literacy training) on Budgeting, Spending and Ariba (linked to two-way-match PO accruals) to improve overall Planning efficiency as well as accrual accuracy on operational spending.

• Roll up quarterly True-up adjustments assessed and invoiced by company to release existing accruals.

• Annual MSA - MUV settlement to adjust out from Spending to utilise existing accruals

• Draft GIS requests for intercompany non-product billing, where applicable.

• internal audit (mainly on SAP PC control optimisations assigned on Financial Reporting excluding Quarterly Impairment Review and Outsourced Vendor); and

• external audit on Spending Variance and P&L (Actual vs. OP by total department) commentaries.

Job Requirements:

• Min. Diploma / Degree in Accounting/ Finance/ any relevant field

• Must have SAP experience

• Strong knowledge of GAAP and internal controls.

• Prior experience with System Application & Products Business Intelligence (BI) and Hyperion Planning financial systems

For interested applicants, please send your updated resume to: [email protected]
All candidates’ information will be treated with the strictest confidence
Melissa Zhang Zhiqi (Mezzo)
R2197564
Recruit Express Pte Ltd
99C4599

The Job:

• Ensure that the letters are recorded accurately and given to Office Services within the day
• Perform reconciliation checks for batch and ad-hoc print outs to be passed to Officer Services
• Recording of documents to be sent for backend scanning

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

The Job:

• Ensure that the letters are recorded accurately and given to Office Services within the day
• Perform reconciliation checks for batch and ad-hoc print outs to be passed to Officer Services
• Recording of documents to be sent for backend scanning

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

Job Scope

• Monthly analysis of non-costing / inventory related P/L variances (Actual vs. Budget and/or Latest Estimate Forecast).

• Prepare post month-end close analysis on statistical recharges and propose adjustments to adjust out from Other Cost of Sales to Operational Spending. Follow up on incorrect or unknown charges.

• Review intercompany Allocation In (GSC Freight Allocation) /Statistical recharges to ensure accuracy.

• Prepare/ submit Profit and Loss Review (MOS) reports on a quarterly basis.

• Business partner to cost centre owners (manager and directors in non-core departments including Site Leadership Team and Admin, EHS; Business Excellence; Site-HR and Finance) addressing ad-hoc queries / detailed Spending analysis;

• Subject Matter Expert for Jedox Planning and Forecast system (Operational Spending)

• Closely monitor other key B/S accruals - Non-two-way match PO accruals (posted by local site finance) and Expatriate costs accruals on Global Mobility relocation costs, and others as needed.

• Lead continuous improvements for Budget; Forecast and Spending eg. Ariba two-way match PO accruals Optimisation (by developing formula and rules) and coordinate with GBS on accurate posting

• Improve the site awareness (financial literacy training) on Budgeting, Spending and Ariba (linked to two-way-match PO accruals) to improve overall Planning efficiency as well as accrual accuracy on operational spending.

• Annual MSA - MUV settlement to adjust out from Spending to utilise existing accruals

• Draft GIS requests for intercompany non-product billing, where applicable.

• internal audit (mainly on SAP PC control optimisations assigned on Financial Reporting excluding Quarterly Impairment Review and Outsourced Vendor); and

• external audit on Spending Variance and P&L (Actual vs. OP by total department) commentaries.

Requirements:

• Bachelor’s Degree in Accountancy or any similar field of studies
• Proactive attitude and people-oriented personality
• Self-motivated individual with excellent communication skills

How to apply:

Please send your resume to: [email protected]

We regret to inform that only shortlisted candidates will be notified.

Ashley Loo Yan Ni | R2095115 | EA License Number: 99C4599
Recruit Express Pte Ltd Company Reg. No. 199601303W

The Job:

• Ensure that the letters are recorded accurately and given to Office Services within the day
• Perform reconciliation checks for batch and ad-hoc print outs to be passed to Officer Services
• Recording of documents to be sent for backend scanning

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

The Job:

• Maintenance of records, registers and other relevant documents required by applicable regulations and guidelines
• Compiling meeting materials and attending to all meeting-related logistics
• Attending to logistics and arrangements for board and shareholder meetings
• Updating of statutory registers, corporate information and Secretariat records
• Drafting Board and Board Committee minutes and resolutions in writing
• Assisting in the preparation of AGM

Requirements:

• Min five years’ corporate secretariat experience in a public listed company (preferably in a financial institution or a reputable organisation/service provider).
• Working knowledge of the Companies Act, SGX-ST Listing Rules and Code of Corporate Governance

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

Job Descriptions:

• Policy loan and surrender
• Change of address and contact
• Preparing documents for scanning into imaging system
• Checking of completeness of documents submitted
• Checking of eligibility of application
• Typing of letters as required
• Ad hoc duties as assigned

Requirements:

• Minimum GCE A Levels/Diploma with some administrative experiences is ideal
• Team player
• Meticulous and detailed

If you meet the requirements of this role, please email a detailed resume in Word document to Chloe Tan Hui Lin. Email: [email protected]

Chloe Tan Hui Lin

CEI Registration No.: R1765524

Recruit Express Pte Ltd

EA99C4599

*All information will be treated with strictest confidence. We regret that only short-listed applicants will be notified

LEVEL UP YOUR CAREER: THRIVE AS A FINANCIAL CONSULTANT WITH US!

Join our team of dynamic financial consultants and embark on a rewarding journey towards success. At our company, you'll thrive as part of our winning team. Take the next step in your career today and unlock your full potential with us!

Benefits:

- Competitive monthly allowance of up to $15k including additional incentives

- Elevate your communication and leadership skills

- Dive into the sea of networking opportunities, connecting you with potential leads

- Aspire to be one of our Financial Services Manager

- Enjoy exclusive overseas incentives trips as a high achiever

*Terms & Conditions Apply.

Commissions & Incentives are payable based on individual.

Description:

Join us as a Financial Consultant and be part of a team driven by sales and service excellence. We prioritise our clients' needs above all, engaging in consultative selling to provide comprehensive customised financial solutions with integrity. If you are a competitive individual passionate about standing out to thrive in this dynamic environment, join us in shaping financial futures with unwavering commitment.

About us:

At our company, where service comes first, always. We are not just financial consultants; we’re changemakers. With passion and determination, we’re shaping the industry for the better and making an impact that lasts.

Job Responsibilities:

- Acquire and manage a pool of clients’ insurance portfolios and maximise these opportunities for growth and success

- Cultivate long-lasting trustworthy relationships with clients

- Empower clients to achieve their dreams by guiding them through personalised financial planning

- Offer recommendations on insurance products that align with clients’ financial needs

Job Requirements:

- Candidates must be at least 21 years old as stipulated under MAS regulatory requirements (Notice FAA-N26)

- A full certificate in GCE 'A' Level,

- International Baccalaureate Diploma qualification,

- Diploma awarded by a Polytechnic in Singapore,

- or any other academic qualification which is equivalent to the above qualifications.

- Suitable for people who are looking for a mid-career switch, fresh grads are welcome!

- Must be Singaporean or Singapore PR

Approval code: AT05Apr24TG85

Wealth Coach LLP is a service firm supporting Andrew Ang & Associates, an agency unit of Prudential Assurance Company Singapore.

• Prepare financial reports: monthly, quarterly, yearly.
• Coordinate budgets, forecasts, and consolidate data.
• Analyze KPIs, expenses, and performance variances.
• Monitor cashflow and create treasury reports.
• Support treasury tasks and special projects.

Requirements:

• Minimium Dip/Deg in Accountancy with at least 4 years of relevant working experience.
• Proficient in financial reporting and analysis.

Interested candidates please send in your resume to:

Yvonne Suan Ying Zhen

CEI No: R24122857

Email: [email protected]

EA License No: 99C4599

*All information will be treated with strictest confidence. We regret that only short-listed applicants will be notified.

The Job:

• Ensure the enquiries and requests received through emails/mails/fax are responded within the expected turnaround time
• Manage and resolve policyholders’, distribution representatives’ and business partners’ issues related to insurance matters;
• Assess and manage appeals, feedbacks and minor complaints

Requirements:

• Possessed professional certification in Insurance (i.e. M9, M5 and CHI)
• 3 years’ experience in customer servicing role (Life Insurance);
• Meticulous and accurate

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599

The Job:

• Ensure that the letters are recorded accurately and given to Office Services within the day
• Perform reconciliation checks for batch and ad-hoc print outs to be passed to Officer Services
• Recording of documents to be sent for backend scanning

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg. No. 199601303W || EA Licence No. 99C4599