Total 10 financial planner job vacancies in D21 Upper Bukit Timah, Clementi Park, Ulu Pandan

We believe that challenges are better solved together. That's why you'll join a diverse, global community of solvers - an unexpected mix of people that come together to build trust in society and solve important problems. With us, you are encouraged to lead with your heart and values, and where your unique skills are developed and put to work in unexpected and exciting ways, superpowered by technology.

Our General Assurance Practice works with organisations to navigate regulatory complexities by improving their corporate reporting, and supporting their compliance with regulatory requirements and contractual agreements. As one of the world's leading global network of audit firms, our clients include leading companies listed on the Singapore Exchange (SGX), MNCs and emerging companies in Singapore. As part of the firm’s largest line of service, we thrive in a dynamic and fast-paced working environment, helping clients across industries, interacting with every aspect of their activities, understanding their business to identify areas to add value and offer insightful audit advice.

How will you value-add?

• To assist in the scheduling of auditors for various audit jobs/ projects which involve liaising with managers and staff of all levels
• To ensure staff utilisation (useful and billable) for both peak and off-peak periods
• To assess the reasonableness of staff booking requests forms based on the guidelines
• To ensure effective deployment of resources and preparing resource reports
• To work with auditors to plan their leave utilisation
• To conducting new joiner orientation and other related administrative matters

About you

• 1 year of relevant administration work experience
• High motivated and resourceful
• Strong interpersonal and communications skills, confidence and maturity to liaise with all levels of staff
• Able to work effectively in an environment with multiple stakeholders and influencers
• Good excel skills

*Only shortlisted candidates will be notified due to the high number of applicants for this role.

About Us

We are a premier One-Stop Integrated Financial Services Provider dedicated to delivering innovative and comprehensive financial solutions. Our services span wealth management, insurance, estate planning, and investment advisory, helping clients achieve their financial goals and aspirations.

We are on the lookout for dynamic and ambitious individuals to join our team as Sales Executives. If you’re passionate about sales, thrive on challenges, and love building meaningful relationships, we want you! Candidates with relevant experience may be considered for a Team Lead role.

Your Role

As a Sales Executive, you will drive business growth by providing exceptional client service and tailored financial solutions.

Key Responsibilities:

• Client Relationship Management:Cultivate and maintain strong relationships with clients.
  Understand clients’ financial needs and provide customized solutions to meet their goals.
  
• Sales Excellence:Market and sell financial products, including investments, insurance, and estate planning solutions.
  Develop strategies to achieve and exceed individual and team sales targets.
  
• Wealth Management Solutions:Advise clients on wealth management strategies to grow and protect their assets.
  Conduct regular portfolio reviews and recommend adjustments to ensure alignment with objectives.
  
• Business Development:Identify and pursue new business opportunities through networking, referrals, and prospecting.
  Create and implement growth strategies to expand market presence.
  
• Entrepreneurial Leadership:Embrace challenges with creativity, confidence, and a solutions-oriented mindset.
  Take ownership of your success and contribute to the growth of the team and company.
  
• Compliance & Market Knowledge:Stay updated on financial markets, trends, and regulatory requirements.
  Ensure adherence to industry standards and company policies in all activities.
  

What You Bring

• Educational Qualifications:Minimum Polytechnic Diploma.
  
• Experience & Skills:Entrepreneurial mindset with a passion for challenges and achieving results.
  Strong interpersonal and communication skills to build trust and rapport with clients.
  Proven sales and business development expertise, with a track record of meeting targets.
  Knowledge of wealth management and financial planning is an advantage.
  
• Certifications:CMFAS certification is advantageous but not mandatory.
  

What We Offer

• Attractive Compensation: Competitive salary with performance-based bonuses.
• Incentive Trips: Yearly trips to celebrate and reward top performers.
• Recognition: Awards and accolades for outstanding achievements.
• Career Advancement: Opportunities to progress to a Team Lead role or other leadership positions.
• Dynamic Work Environment: A collaborative and supportive culture that fosters innovation and growth.

Why Join Us?

We don’t just offer a job—we provide a platform for you to excel, grow, and make a meaningful impact. Whether you’re kickstarting your career or seeking to advance into leadership, this is your opportunity to shine.

Take charge of your future and unlock limitless possibilities. Apply today!

We believe that challenges are best solved together. That’s why, when you join us, you become part of a diverse and global community of problem-solvers. You'll find an unexpected mix of people who bring their unique expertise to build trust in society and tackle important issues. Here, we welcome and encourage you to lead with value and inspiration, question and challenge assumptions, as well as embrace new opportunities to deliver quality outcomes in exciting and unexpected ways, all with the support of technology.

Our Financial Services Assurance Practice works with organisations to strengthen trust and transparency by building, maintaining and providing trust over financial reporting in a fast changing, technology-driven world. As Asia’s top financial services practice, our audit approach is at the leading edge of best practice. We draw upon our extensive industry knowledge for our clients including top blue chip companies in the asset management, banking, capital markets, and insurance sectors. We provide our clients with insights, empowered by leading technologies, into marketplace developments and global opportunities.

Key responsibilities:

• Coach and manage teams of professionals in carrying out a variety of assurance engagements;
• Forge relationships within the industry and contribute to the continued success of the teams;
• Develop and facilitate the professional growth of the team members; and
• Involvement in a wide range of advisory projects in the Banking & Capital Markets, Insurance and Asset Management industries.

Requirements:

• Relevant accounting qualifications
• 5-8 years of demonstrable experience in a similar role at a Big 4 accounting firm
• Experience in statutory and regulatory audits of Banking & Capital Markets, Insurance and Asset Management clients
• Sound understanding of IFRS/SFRS and SAS/ISA. US GAAP knowledge would be useful
• Excellent project management and team working skills
• Strong interpersonal, written and verbal communication skills
• Ability to demonstrate an understanding of commercial issues facing businesses in this sector
• Effective day-to-day management of clients; building and maintaining client relationships is crucial
• 
  

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

*We regret that only short-listed candidates will be notified.

About Us

We are a trusted One-Stop Integrated Financial Services Provider dedicated to offering innovative and comprehensive financial solutions. Our services encompass wealth management, insurance, estate planning, and investment advisory, empowering individuals and businesses to achieve their financial aspirations.

We are seeking enthusiastic and driven professionals to join our team as Financial Services Specialists. If you thrive on challenges, excel in client relationships, and are passionate about helping others achieve their financial goals, we invite you to embark on this rewarding career journey. Candidates with relevant experience may be considered for a Team Lead role.

Your Role

As a Financial Services Specialist, you will provide expert advice, foster strong client relationships, and contribute to business growth through strategic solutions and excellent service.

Key Responsibilities:

• Client Relationship Management: Build, nurture, and maintain long-term relationships with clients.
  Understand clients' financial goals and provide personalized recommendations.
  
• Wealth Management & Advisory: Offer professional advice on financial planning, investments, insurance, and estate planning.
  Conduct regular reviews of client portfolios to ensure alignment with their objectives.
  
• Sales Excellence: Drive the sales of financial products and services, consistently meeting or exceeding performance targets.
  Present tailored solutions to clients in a clear and compelling manner.
  
• Business Development: Identify and seize new opportunities through referrals, networking, and outreach.
  Implement innovative strategies to expand the client base and grow revenue.
  
• Entrepreneurial Leadership: Embrace challenges with creativity, resilience, and an entrepreneurial spirit.
  Lead by example and take ownership of both personal and team success.
  
• Compliance & Market Knowledge: Stay informed on market trends, financial regulations, and product developments.
  Ensure adherence to industry standards and company policies in all activities.
  

What You Bring

• Educational Qualifications: Minimum Polytechnic Diploma.
  
• Experience & Skills: Entrepreneurial mindset with a passion for solving challenges and achieving results.
  Strong interpersonal and communication skills to establish trust and rapport.
  Proven expertise in sales, client relationship management, and business development.
  Knowledge of financial services and wealth management is an advantage.
  
• Certifications: CMFAS certification is a plus but not mandatory.
  

What We Offer

• Attractive Compensation: Competitive salary with performance-based bonuses.
• Incentive Trips: Annual trips to reward and recognize top achievers.
• Recognition: Awards and accolades for exceptional performance.
• Career Growth: Opportunities to advance into leadership roles, including Team Lead positions.
• Dynamic Environment: A supportive and collaborative workplace that encourages innovation and professional growth.

Why Join Us?

We don’t just offer a job; we provide a pathway to success and fulfillment. As a Financial Services Specialist, you’ll have the opportunity to make a difference in clients’ lives, grow your career, and be part of a team that values excellence and innovation.

Ready to shape your future? Apply now and start your journey with us!

Quantitative Trading Engineer / Quantitative Researcher

Working day: Monday to Friday, 9am to 6.30pm

Working location: Raffles Place

Salary: Discuss during interview

Responsibilities

Strategy Development:

• Use AI technologies such as machine learning and deep learning to intelligently optimize investment strategies and improve the performance of strategies in actual transactions.
• Extract predictive signals from financial data through both traditional statistical analysis methods and cutting-edge machine learning techniques.
• Formulate and apply mathematical modeling techniques to enhance existing trading strategies and perform innovative new research with the goal of identifying and capturing trading opportunities.

Data Analysis：

• Collect and analyze large financial datasets (market data, news, social media, etc.).
• Work with large data sets to predict and test statistical market patterns, combining knowledge of systems, mathematical techniques, and trading to identify the best places to improve the trading system.
• Build and optimize feature engineering pipelines to improve model prediction accuracy.

Financial Modeling:

• Construct, back-test, maintain, and improve financial models to support trading activities.
• Conceptualize valuation strategies, develop, and continuously improve upon mathematical models and help translate algorithms into code
• Conduct research and statistical analysis to build and refine monetization systems for trading signals
• Optimize the order execution and risk management of our trading system
• Create robust solutions to problems presented in the trading environment
• Build regression, classification, reinforcement learning and other models for market forecasting and trading decisions.
• Tuning the model's hyperparameters to improve model performance and stability.

Strategy backtesting and real-time testing:

• Backtest historical data to evaluate the strategy's yield, volatility, drawdown and other indicators.
• Deploy the strategy to the real-time environment, track performance and continuously optimize.

Requirements

• Master’s degree or above in Statistics, Mathematics, Applied Mathematics, Computer Science, Financial Engineering or equivalent.
• At least 2 years of experience in quantitative trading and machine learning modeling.
• Proficient in programming languages ​​such as Python, C++, Java, etc.
• Familiar with common machine learning frameworks such as TensorFlow, PyTorch, Scikit-learn.
• Familiar with quantitative trading systems, data flows and algorithms.
• Deep understand the structure of financial markets and be familiar with markets such as virtual currencies, stocks, futures, and foreign exchange.
• Experience in large-scale data processing, proficient in using SQL, NoSQL, Hadoop and other tools.

Bonus Skills

• Experience in developing high-frequency trading strategies will be an advantage.
• Participated in AI competitions (such as Kaggle) or published papers in top conferences (such as NeurIPS, ICML) will be an advantage.
• Familiar with cutting-edge AI technologies such as reinforcement learning, and generative adversarial networks (GANs) will be an advantage.

We believe that challenges are best solved together. That’s why, when you join us, you become part of a diverse and global community of problem-solvers. You'll find an unexpected mix of people who bring their unique expertise to build trust in society and tackle important issues. Here, we welcome and encourage you to lead with value and inspiration, question and challenge assumptions, as well as embrace new opportunities to deliver quality outcomes in exciting and unexpected ways, all with the support of technology.

Our Financial Services Assurance Practice works with organisations to strengthen trust and transparency by building, maintaining and providing trust over financial reporting in a fast changing, technology-driven world. As Asia’s top financial services practice, our audit approach is at the leading edge of best practice. We draw upon our extensive industry knowledge for our clients including top blue chip companies in the asset management, banking, capital markets, and insurance sectors. We provide our clients with insights, empowered by leading technologies, into marketplace developments and global opportunities.

Key responsibilities:

• Involvement in a broad range of statutory audit assignments for our financial services clients
• Potential involvement in selected advisory assignments which could include providing advice on accounting for complex arrangements and instruments, internal control & risk management reviews, financial due diligence and transactions support (amongst others)

Requirements:

• Degree holder in any discipline
• Professionally qualified preferred
• Min. 2 years and above of relevant experience with an international public accounting firm, with extensive experience in statutory and regulatory audits of Banking & Capital Markets, Insurance and Asset Management clients
• Strong interpersonal, written and verbal communication skills
• Excellent team working skills

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

*We regret that only short-listed candidates will be notified.

We believe that challenges are best solved together. That’s why, when you join us, you become part of a diverse and global community of problem-solvers. You'll find an unexpected mix of people who bring their unique expertise to build trust in society and tackle important issues. Here, we welcome and encourage you to lead with value and inspiration, question and challenge assumptions, as well as embrace new opportunities to deliver quality outcomes in exciting and unexpected ways, all with the support of technology.

Our Financial Services Assurance Practice works with organisations to strengthen trust and transparency by building, maintaining and providing trust over financial reporting in a fast changing, technology-driven world. As Asia’s top financial services practice, our audit approach is at the leading edge of best practice. We draw upon our extensive industry knowledge for our clients including top blue chip companies in the asset management, banking, capital markets, and insurance sectors. We provide our clients with insights, empowered by leading technologies, into marketplace developments and global opportunities.

Key responsibilities:

• Involvement in a broad range of statutory audit assignments for our financial services clients
• Potential involvement in selected advisory assignments which could include providing advice on accounting for complex arrangements and instruments, internal control & risk management reviews, financial due diligence and transactions support (amongst others)

Requirements:

• Degree holder in any discipline
• Professionally qualified preferred
• Min. 1 year and above of relevant experience with an international public accounting firm, with extensive experience in statutory and regulatory audits of Banking & Capital Markets, Insurance and Asset Management clients
• Strong interpersonal, written and verbal communication skills
• Excellent team working skills

*Only shortlisted candidates will be notified due to the high number of applicants for this role.

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

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

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

A Day in The Life of a Financial Advisor:

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

Benefits & Rewards:

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

Qualifications:

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

Apply now to find out more!

Responsibilities

Looking for a Business Development Executive who can build strong relationships with our existing B2B clientele and other financial services providers to ensure they receive the highest service while seeking to identify new opportunities for growth.

• Manage, service and grow the existing portfolio of B2B partners by actively promoting company's product and services, and maintaining existing clients' relationships
• Execute business development activities such as conducting presentations and trainings to increase awareness of company's product and services
• Source and identify new business opportunities through implementing new strategies to grow the business
• Research, gather user feedback and be involved in the process of UAT to increase the user experience
• Creative and independent to develop initiatives, devise sales and marketing strategies to increase presence.

Requirements

• Degree in Business/Finance/Marketing
• Self-motivated, proactive and have a strong sense of ownership
• Good analytical and problem solving skills, meticulous, and able to think creatively
• Great follow up and organizational skills
• Team player with strong stakeholder management skills to manage external and internal parties cross collaborations
• Strong presentation and communication skills, verbally and in writing

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

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

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

A Day in The Life of a Financial Advisor:

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

Benefits & Rewards:

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

Qualifications:

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

Apply now to find out more!