Total 10 financial planner job vacancies in Singapore,SGP

We Are Social is a global socially-led creative agency with unrivalled social media expertise. With more than 1300 people in 19 offices spanning four continents and over 80 people here in our Singapore office, we deliver world-class creative campaigns and strategies based on social insights, for forward-thinking brands. 

Overall Purpose of the Strategy Team

A client-facing role, developing innovative strategic solutions for clients and helping them navigate the rapidly evolving world of marketing and communications. Where digital/social, advertising, branding, direct marketing, PR, media, and emerging platforms are all now converging and demand integrated strategic thinking that can catalyse cross-disciplinary opportunities.

Our Planning department is a crucial part of the Agency’s success, helping clients put Social Thinking at the heart of marketing, focus on understanding people and the evolving role of social to generate powerful socially-driven, data-fuelled insights which can drive actionable business value for brands.

What does the role involve?

Research, Insights, Strategic Thinking

• Taking client briefs, challenging them, developing them into inspiring and informative internal briefs. Keeping abreast of new trends and developments and sharing those with the rest of the team and company on a regular basis. 
• You will be responsible for unearthing the intel and insights that help more senior strategists make meaning from messy briefs and challenging client contexts.
• Using agency tools such as social listening, trend reports and other research inputs to inspire smarter strategic discussions around how we solve client problems.
• Tools we use include: Brandwatch, Global Web Index, Sysomos, Synthesio, Crimson Hexagon and Euromonitor
• Research approaches we use include: social listening, ethnography, fieldwork, interviews, semiotics

Intelligence & Reporting

• Helping our clients navigate ever changing landscapes and optimise their work for success through clear report writing and intelligence updates. You will do this via keeping a close eye on the pulse of culture and social trends, and honing an understanding of its impact and implications. 

Youth Culture Understanding

• Help our internal teams and clients tap into increasingly important youth demographics by being the voice of the generation and their social behaviours.

New Business 

• You will also play a part in new business development, contributing to research and analysis of strategic contexts for pitches. 

What are we looking for?

• Some relevant internship experience will be preferred. However, we’re more keen to know where you’re going, and where you want to go, than where you’ve been.
• Open-minded, hungry to improve, proactive, culturally inquisitive character interested in understanding human behaviour and on problem-solving in creative ways
• Able to work collaboratively and constructively in teams, cool-headed under pressure, organised and has good time management skills 
• Appreciation of communications/marketing trends and culture
• Social media/advertising/brand enthusiast
• Confident enough to speak up, challenge and ask why (a lot)
• Collaborative with a passion for delivering work that gets people talking
• We look for Attitude over Aptitude. Hunger over Experience. Personality over school performance

#LI-JT1

Primary Objective

• Assist the Unit Head in managing day to day operations of Financial Team
• Support the implementation of bank’s projects and initiatives in the area of Financial Team
• Provide cross support to other units within Channel Operations as and when required
• Running day to day operations of Financial Team

Key Responsibilities

• Assist the Unit Head to supervise and manage the daily BAU of Financial Team
• Perform Maker and/or Checker role for the processing of financial transactions
• Ensure financial transactions are processed within agreed SLAs, KRIs and/or KPIs;
• Participate in regulatory/business enablement/process improvement projects, including providing requirements, UAT testing and implementation
• Train and mentor junior and new hires in the team
• Provide cross support to other units within Channel Operations as and when required

Financial Crime Analyst

Team Summary

Visa is looking for a Financial Crime Analyst based in Singapore to be part of Currencycloud’s Asia Pacific (APAC) New Business Onboarding team. Currencycloud is part of Visa Group entities and covers Visa’s regulated payment business within Money Movement Solutions (MMS) in APAC. Currencycloud is also consolidated under Visa Direct which streamlines all of Visa’s cross border payments under one unified branding. The Currencycloud APAC New Business Onboarding team is an essential partner to the MMS business. The team provides solutions-oriented advice to ensure timely client onboarding, address stakeholder queries promptly, complete tasks within Service Level Agreements (SLA), and perform all duties to a high standard.

What a Financial Crime Analyst does at Visa:

This role, based in Singapore, supports the Currencycloud APAC New Business Onboarding Manager with new client onboarding. It reports to the APAC New Business Onboarding Manager and is part of Visa’s expansion in the region.

The core responsibilities for this role are as follows:

• Responsible for new business onboarding applications for Financial Institutions, Payment Institutions and Corporates in a myriad of industries and jurisdictions

• Carrying out know-your-customer (KYC) and Know-your-business (KYB) checks.

• Reviewing client’s regulatory cover

• Performing Risk Assessment on new clients

• Assessing the effectiveness of each client’s AML framework

• Leading AML calls with clients including visual walkthroughs of their processes and systems

• Responsible for undertaking enhanced due diligence on customers that pose greater risks, including investigating the legitimacy of the funds used in the business relationship

• Proactively escalating cases to senior members of the team

• Complete Compliance administration (such as keeping client records up to date).

• Work cross-departmentally to proactively identify and resolve any queries.

What you will need:

To apply for this role, we are looking for someone who has bachelor’s degree or higher education qualification and at least 3 years of working experience within AML/CFT compliance functions in the financial / payments industry. Professional AML accreditation preferred.

We will also seek candidates with the following:  

• Understanding of Singapore’s Payment Services Act and all relevant subsidiary legislation, especially PSN01 on Prevention of Money Laundering and Countering the Financing of Terrorism – Specified Payment Services. Knowledge of other payments regulations and AML typologies across APAC will be advantageous but not necessary.

• Possesses a comprehensive understanding of key Anti-Money Laundering (AML) and Risk frameworks

• Excellent communication skills in English & Mandarin (both written and verbal) and can provide constructive and clear feedback to queries.

• Fast thinker and quick learner with the ability to work effectively under pressure, in a rapidly changing environment.

• Excellent team working skills, capable of managing own workload and has tenacious attention to details.

• Ability to priorities work by taking the impact and scale of the work into consideration, as well as manage time effectively to meet deadlines.

• Able to analyse information to formulate questions and recommendations

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

Funding Societies | Modalku is the largest SME digital financing & payments platform in Southeast Asia. We are licensed and registered in Singapore, Indonesia, Thailand, Malaysia, and operating in Vietnam, and backed by PeakXV Partners, Softbank Vision Fund and SMBC bank amongst many others. Funding Societies | Modalku provides business financing to small and medium-sized enterprises (SMEs), which is funded by individual and institutional investors.

And here at Funding Societies | Modalku we live by our core values:

• Serve with Obsession: Build win-win relationships for the long-term by having a customer obsession.
• Grow Relentlessly: Strive to become our best, most authentic selves.
• Enable Teamwork, Disable Politics: Only by forging togetherness, we help each other succeed.
• Test Measure Act: Stay curious and reinvent ourselves, through innovation and experimentation.
• Focus on Impact: Create impact through bias for action and tangible results.

We are looking for a dynamic and driven Polytechnic / University undergraduate Intern to join our Financial Product team specializing in SME lending solutions. This internship offers a unique opportunity to gain hands-on experience in fintech, commercial banking, risk management and handling end-to-end lifecycle of lending products. Ideal candidates are pursuing diplomas / degrees in Business, Finance, Economics, Accountancy, Analytics, Data Science, or related fields and have a strong interest in banking, technology and customer-centric innovation.

What you will do:

• Assist in the design, development, and optimisation of lending products and programmes.
• Analyse market trends, customer feedback, and competitor offerings to identify growth opportunities.
• Collaborate with cross-functional teams, including Sales, Credit, Operations, Data and Risk to ensure seamless product delivery.
• Participate in creating and maintaining product documentation, including product specifications, business initiatives and implementation plans.
• Support product performance monitoring by analysing key metrics and preparing reports.
• Help enhance customer journey experiences by identifying and addressing pain points in the lending process.

Must have:

• Currently pursuing a diploma / degree in Business, Finance, Economics, Accountancy, Analytics, Data Science, or a related field.
• Strong analytical and problem-solving skills with a customer-focused mindset.
• Career Interest in financial services, banking, fintech or product management.
• Basic knowledge of lending products or a willingness to learn.
• Proficient in data analysis tools like Qlik, Power BI, Tableau, Excel, or similar business analytics platforms.
• Strong communication skills, both verbal and written.
• Ability to work independently and collaboratively in a fast-paced environment.

Nice to have:

• Familiarity with SME businesses in Southeast Asia and SME financing concepts
• Comfortable with software and coding skills such as Figma, Qlik, Snowflake, Python, HTML, JavaScript, SQL, R, Excel VBA

Note: This position is set to onboard in April 2025, with a duration of 3 to 6 months.

We Are Social is a global socially-led creative agency with unrivalled social media expertise. With more than 1300 people in 18 offices spanning four continents and over 80 people here in our Singapore office, we deliver world-class creative campaigns and strategies based on social insights, for forward-thinking brands. 

Overall purpose of the role

A client-facing role, developing innovative strategic solutions for clients and helping them navigate the rapidly evolving world of marketing and communications. Where digital/social, advertising, branding, direct marketing, PR, media, and emerging platforms are all now converging and demand integrated strategic thinking that can catalyse cross-disciplinary opportunities.

Our Planning department is a crucial part of the Agency’s success, helping clients put Social Thinking at the heart of marketing, focused on understanding people and the evolving role of social to generate powerful socially-driven, data-fuelled insights which can drive actionable business value for brands.

We are now seeking a freelance Senior Planner for a 3-month project, ideally someone available to start immediately and commit until the end of February 2025.

What does the role involve?

Strategy

• Taking client briefs, challenging them, developing them into inspiring and informative internal briefs and external proposals/ pitch decks.
• Keeping abreast of new trends and developments and sharing those with the rest of the team and company on a regular basis, with an eye to how we can translate these new developments into opportunities or offerings for existing and potential clients.
• You will be responsible for turning ideas into well-rounded, strategically-sound, deliverable plans that you lead and write, collaborating with others in the team to encompass audience insights, trend analysis, marketing/media executions, timings and budgets.

Creativity

• Driving the conception and development of innovative on-brief digital ideas for clients and/or new business, from bigger campaign themes to smaller execution/technology-led ideas. You should be able to collaboratively guide and lead the ideas-generation process, identifying and building on any ideas from other people within the agency. Having a pulse on new trends, developments, emerging platforms, and a sense of potential possibilities will also set you up for success in this role.

Client Management

• Articulating those plans for clients in written and spoken form - writing and giving clear, compelling presentations. Once ideas are sold-in, you will then be the guardian of that plan, ensuring it’s delivered in a way that remains on-brief and in-line with the agreed vision. This involves working closely with those implementing all elements, from designers, to developers to marketing managers.

Research and Analysis

• Intellectual curiosity is a must; we are looking for creative problem-solvers. You’ll need to have a good understanding of social data research approaches (on and offline) and be able to apply these approaches to uncover breakthrough insights that can drive our client objectives forward. 
• Tools we use include: Brandwatch, Meltwater, Global Web Index, Sysomos, Synthesio, Crimson Hexagon and Euromonitor
• Research approaches we use include: social listening, ethnography, fieldwork, interviews, semiotics

Effectiveness

• Keen focus and understanding of how client business works and ability to develop strategic approaches clearly designed to help grow clients’ brands and achieve their business objectives.
• Clear understanding of marketing and social effectiveness and how to design for performance, measure, and track success both qualitatively and quantitatively.

Leadership 

• As a senior member of the team you will lead by example providing mentorship and support for more junior members of the team. You will have a strong point of view on the future of the communications landscape and the role of social thinking within this. You will be experienced in expressing this point of view internally and externally and helping shape client and agency direction as a result of this.

What are we looking for?

• Open, inquisitive, proactive, can-do character with a focus on effective problem solving in creative ways
• Systematic thinker and organised doer with proven project management skills, capable of driving projects independently and guiding smaller teams 
• Fluency and comfort crafting data driven strategic thinking
• Deep interest in  wider communications/marketing trends and culture as a whole
• Social media/advertising /brand enthusiast
• Confident and articulate to present with conviction
• Collaborative with a passion for delivering industry-defining work
• Brings something new to the agency - demonstrate individual passions and expertise

#LI-JT1

Media Buying (Offline and/or Online)

• The day-to-day media buying for the agency
• Deliver excellent master contract pricing through negotiation and relationships with media owners, wherever applicable
• Develop understanding of client business and role of online in delivering objectives ways of working from planning to getting approval and billing process
• Deliver added value opportunities across clients wherever possible
• Book all campaigns according to the brief (with confirmed media) and ensure financials are correct.
• Monitor campaign delivery and reconcile any under deliveries.
• Assist with auditing process across specific client base.
• Follow through the closed job for invoicing process (incl. (proof of ads, supplier invoices, TV reporting, signed schedule)
• Constantly monitor performance and delivery of ad server and vendor reporting. 
• Monitor and report on clients’ expenditure update by campaign by media, if needed
• Keep track of clients’ media master contract fulfilments.
• Work closely with Planners to ensure all the media plans are as per latest MOCO template and make sure all elements are incorporated.
• Prepare CI for all mediums and help Planners manage all material submission timelines.

Billing Admin

Manage the media billing processes which involves,

• Co-coordinating with media planning teams on billing instructions
• Processing billing instructions with finance/shared service teams
• Mapping vendor invoices against billing instructions
• Resolving billing discrepancies with relevant stakeholders e.g. media vendors, media, finance and shared service teams
• Billing status monitoring and reporting
• Media plan actualization and reconciliation on monthly basis. Support Planners to update the media plans based on actualized amount.
• Participate in finance WIP & Precision billing meetings to make sure Client's invoices get processed and meet billing timelines.
• Maintain co-ownership of WIP report with finance team, ensure that jobs are progressively reconciled and closed

Other billing requirements include,

• Support requirements for onboarding of new suppliers
• Ensure 100% billing completion before end of following month of activity
• Resolve/respond to client billing queries

Join a fun & supportive team, with no drama, no micromanagement & flexible working. You will be part of this high-profile financial services program, recruiting for contractors within APAC! 

The key focus for the Recruiter is to lead the successful fulfillment of open requisitions with hiring managers and to be the first point of contact for their hiring needs. 

Reporting to your assigned leader you will be assisting in driving best practices across the recruitment lifecycle and strive to be an ambassador for the Allegis Global Solutions brand at every interaction.

Your duties may include, but are not limited to:

• Undertaking recruitment activities with a focus on direct sourcing.
• Understanding the recruitment delivery process and carrying out activities accordingly to meet account KPIs.
• Communicating recruitment trends, and market intelligence, and acting as a Talent Advisor to hiring managers.
• Identifying and escalating risk or compliance issues.
• Managing requisitions through accurate documentation of all recruitment-related data and information as per current recruitment legislation and agreed client process at all times.
• Providing recruitment guidance and advice to the offshore resources located in the Manila Delivery Center (where appropriate).
• Monitoring and analyzing recruitment activity of designated business area for accurate volume forecasting.
• Coaching candidates on how to prepare for selection stages.
• Providing professional advice and open and honest feedback to candidates in a timely manner and in accordance with recruitment best practices.
• Utilizing specialist market knowledge to assist with the development and on-going management of pre-qualified Talent Pools in collaboration with the Recruitment Sourcing Specialist.

Allegis Global Solutions is looking for a Recruiter to join one of our best Banking & Financial Services accounts in Singapore! The ideal candidate will mostly be hiring for tech and non-tech roles (service, and corporate/functional).

The key focus for the Recruiter is to lead the successful fulfillment of open requisitions with relevant hiring managers and to be the first point of contact for their hiring needs. Reporting to your assigned leader, you will assist in driving best practice across the recruitment life cycle and strive to be an ambassador for the Allegis Global Solutions brand at every interaction.

• Undertaking recruitment activities with a focus on end-to-end recruitment, stakeholder management, process management and recruiting for contractor hiring.
• Understanding the contractual recruitment delivery process and carrying out activities accordingly to ensure that account KPIs/SLAs are met.
• Building strong and positive relationships with hiring managers and key stakeholders.
• Gaining a sound understanding of the designated client business area, including structure nature of business and challenges faced.
• Communicating market intelligence and acting as a Talent Advisor to hiring managers.
• Identify and escalating risk and compliance queries.
• Managing requisitions through accurate documentation of all recruitment-related data and information as per current recruitment legislation and agreed client process at all times.
• Monitoring and analysing recruitment activity of designated business area for accurate volume forecasting, workload allocation and recruitment activities.
• Coaching candidates in preparation for interviews and providing them with professional advice and honest feedback in a timely manner.
• Maintaining contact with existing talent pool candidates to ensure information is current and briefing them on potential current and future opportunities.

The Media Planner role will primarily be responsible for day-to-day accounts’ campaign planning, operations and reporting & reconciliation. The role will be closely supported + guided by an Associate Manager, and will be the direct report as your immediate escalation.

Expectations of an Integrated Media Planner:

1. Planning 

• Day to day campaign planning and management
• Develop solid foundation in media research
• Develop media strategy, channel recommendations, and prepare detailed media plan with sound rationalizing
• Liaise with media vendors and internal practices for media proposals 
• Competitive tracking & reviews (quarterly), media trend updates (monthly)

2. Buying  

• Negotiation with media vendors for rates and value adds 
• Liaison with media vendors for booking of ads (offline and direct IOs buys)
• Operations of digital campaign set ups, primarily on adservers and social platforms (Meta, Linkedin, Tiktok, Google Ads)
• Prepare Copy Instructions/material specs, liaise with media vendors & creative agencies for material submission requirements and deadlines
• Navigate and advise on requirement for site-tagging on client’s site/apps, ensure ads are properly served and tags are firing
• Campaign monitoring and preparation of reporting cadences (depending on arrangement with clients/campaigns – weekly, bi-weekly, monthly)

3. Reporting & Reconciliation

• End of campaign report preparation with meaningful insights and learnings
• Responsible to ensure campaign is updated on finance platforms
• Supporting finance or team’s buyer in following up issues with vendors’ invoices
• Liaison with team’s buyer on timely invoicing for ended campaigns
• Supporting in year end reviews with accounts on hand

The Junior Financial Analyst will support the finance team in data analysis, financial forecasting, and reporting. This role involves collecting and interpreting financial data, preparing reports for management, and assisting in budgeting processes. The ideal candidate will have a strong analytical mindset, attention to detail, and a passion for finance.

• Minimum a Bachelor’s degree in Finance, Accounting, or a related field.
• 1-2 years of experience in financial analysis or a relevant position.
• Proficiency in Microsoft Excel; experience with financial modeling is a plus.
• Strong analytical and problem-solving skills.
• Good understanding of financial principles and accounting standards.
• Ability to effectively communicate financial information to non-financial stakeholders.
• Detail-oriented with strong organizational skills.
• Ability to work collaboratively in a team environment.
• Willingness to learn and take on new challenges.