Total 6 financial planner job vacancies in d15 katong joo chiat amber road

• 5-day work week: Mondays to Fridays
• Competitive salary and benefits
• Opportunities for career advancement

Job Responsibilities:

• Gather data and market trends from internal and external sources to create and maintain a detailed and effective demand plan
• Work closely with the commercial team to drive forecast accuracy; update relevant parties on any adjustments made to demand plan
• Lead the Demand Review Meeting with the relevant countries on a monthly basis
• Achieve customer satisfaction and forecast accuracy based on available data
• Be the main point of contact for the Supply Chain team on New Product Introduction, discontinuation etc
• Strive for optimal inventory levels
• Provide regular reports to management on key trends, opportunities and any potential risks
• Other ad hoc duties/ projects as assigned

Job Requirements

• Minimum Degree in Supply Chain, Business Administration or equivalent
• Some regional experience in Demand Planning is highly preferred
• Candidates from Fast Moving Consumer Goods, Life science and Healthcare related industries will be advantageous
• Minimum 6 years of relevant demand planning experience
• Knowledge of SAP will be advantageous

Interested and suitable candidates, please email your CV in MS Word to

[email protected]

Ammerline Lam Sze Yi

CEI Reg. No.: R1104463

Personal Data Protection

“By submitting your curriculum vitae or disclosing your personal information in connection with your job application, you are deemed to have read and agreed to the terms of our Privacy Policy, and consented to the collection, use and disclosure of your personal data by us, in accordance with our Privacy Policy. Please access our website at www.celecti.com.sg for a copy of our Privacy Policy.”

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 RES5, 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.

We are looking for committed and passionate individuals who want to make a difference, with a positive attitude and strong work ethnics.

Job Description:

Fast track career path towards management

Comprehensive on-job training will be provided continuously for professional development and career advancement in Financial and Investment industry

Learn Digital Marketing, Advertising and Analytics skills, Content Marketing, Search Engine Optimisation, to stay relevant in the ever changing Digital World

Personal mentor-ship with various accomplished lifetime Million Dollar Round Table, Court of Table, Top of Table members to impart their valuable expertise

Requirements:

Minimum Education Criteria: Local Diploma or Bachelor's Degree

Management: 1 year (Preferred)

Sales: 1 year (Preferred)

Top reasons to join us:

Competitive remuneration package

All-expense paid travel opportunities yearly

Recognition for individual efforts

Dynamic and fun company culture

Maintain Work-Life Balance by having flexibility of managing your own time and schedule

Have a chat with us to find out if this career aligns with your goals and aspirations.

We are looking for committed and passionate individuals who want to make a difference, with a positive attitude and strong work ethnics.

Job Description:

Fast track career path towards management

Comprehensive on-job training will be provided continuously for professional development and career advancement in Financial and Investment industry

Learn Digital Marketing, Advertising and Analytics skills, Content Marketing, Search Engine Optimisation, to stay relevant in the ever changing Digital World

Personal mentor-ship with various accomplished lifetime Million Dollar Round Table, Court of Table, Top of Table members to impart their valuable expertise

Requirements:

Minimum Education Criteria: Local Diploma or Bachelor's Degree

Management: 1 year (Preferred)

Sales: 1 year (Preferred)

Top reasons to join us:

Competitive remuneration package

All-expense paid travel opportunities yearly

Recognition for individual efforts

Dynamic and fun company culture

Maintain Work-Life Balance by having flexibility of managing your own time and schedule

Have a chat with us to find out if this career aligns with your goals and aspirations.

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 RES5, 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!

COMPANY DESCRIPTION

Singapore Management University is a place where high-level professionalism blends together with a healthy informality. The 'family-like' atmosphere among the SMU community fosters a culture where employees work, plan, organise and play together building a strong collegiality and morale within the university.

Our commitment to attract and retain talent is ongoing. We offer attractive benefits and welfare, competitive compensation packages, and generous professional development opportunities all to meet the work-life needs of our staff. No wonder, then, that SMU continues to be given numerous awards and recognition for its human resource excellence.

RESPONSIBILITIES

• Generate Accurate Invoices: Prepare and issue invoices to customers, ensuring that the charges are correct and reflect the agreed-upon terms and services.
• Monitor Payments: Keep track of payments received and monitor accounts for any overdue payments. Follow up with customers as needed to ensure timely payment.
• Resolve Billing Issues: Address any discrepancies or queries related to billing, working closely with customers and internal teams to resolve them promptly.
• Stakeholder Communication: Communicate effectively with stakeholders across the organization to gather requirements, provide updates, and align system capabilities with business needs.
• Maintain Records: Keep detailed records of all customer master files and billing activities, including invoices issued, payments received, and any adjustments made
• Customer service: Handle customer inquiries and disputes related to billing, providing customer support and resolving issues promptly.
• Reporting: Support month-end and year-end close processes, ensuring all billing-related entries are accurate and complete, with compliance to revenue policies and regulations.
• Collaborate with Other Departments: Work closely with other departments to deliver timely billings and receipting and streamline the billing and collection process.
• System Implementation and Upgrades: Participate in the planning and execution of billing and collection system implementations and upgrades, ensuring minimal disruption to daily operations.
• Process Optimization: Analyze current billing processes to identify areas for improvement and work with IT to develop solutions that enhance efficiency and accuracy.
• User Acceptance Testing (UAT): Coordinate and conduct UAT for new systems or features, ensuring they meet business requirements and function correctly before full deployment.

• Diploma/Degree in Accountancy, Business, or a related discipline, or individuals currently pursuing CA qualifications with ISCA.
• Recent graduate with relevant competencies may be considered.
• Experience with system changes implementations and UAT.
• Proficient in MS Office, particularly Excel, and experience with financial software and databases.
• Knowledge and hands-on experience in any of the major accounting software (SAP, Oracle etc.).
• Excellent communication, problem-solving, and analytical skills.
• Strong interest in data management, RPA and data analytics.
• Familiar with BI tools (e.g. Qlik sense, Power BI, Tableau, RPA) has an added advantage.
• Ability to prioritize and manage multiple responsibilities.
• Detail-oriented with a focus on accuracy and quality.
• Interesting personality with can-do spirit.

#LI-XL1

Candidates who do not possess the stipulated qualifications but have relevant work experience may still apply. Remuneration and appointment terms shall commensurate with qualifications and experience. SMU reserves the right to modify the appointment terms where necessary.