Total 26 financial planner job vacancies in Singapore

Job Title: Logistics Planner & Coordinator

About Us:

Join our dynamic team. As a young and growing establishment, we offer a friendly, family-oriented work environment. On-the-job training is provided, and you’ll have the opportunity to contribute to our company’s success.

Responsibilities:

1. Efficiently plan delivery routes to optimise time and resources.

2. Interact with customers to arrange delivery schedules and address inquiries or complaints.

3. Keep track of our company’s fleet using live-tracking systems.

4. Handle delivery-related issues faced by our drivers.

5. Maintain accurate records of payments received.

6. Monitor and track shipping schedules.

7. To manage inventory using inventory control system software

Requirements:

a. Proficient in both English and Mandarin (reading and writing).

b. A positive and customer-centric service attitude

c. Comfortable using computers and software tools.

d. No prior experience required; we value enthusiasm and a willingness to learn.

Working Hours:

Monday to Friday: 9:00 AM to 6:00 PM

Saturday: 9:00 AM to 1:00 PM

Location: Tuas South

* Flexible working arrangement available*

Responsibilities:

• Create, track, and report on production schedules to ensure smooth operations.
• Analyze and report production performance using data from material and production control systems.
• Oversee production schedules, address quality, service, and delivery issues, and implement corrective actions when necessary.
• Continuously improve planning and reporting processes for enhanced efficiency.
• Review customer orders and drawings, and take appropriate follow-up actions.
• Plan production sequences and inspection requirements to meet project needs.
• Prepare job sheets and ensure adherence to customer specifications.
• Measure and evaluate productivity, track efficiency, machine utilization, and capability metrics.
• Monitor daily production workload, provide feedback on in-house production hours, and generate regular job status reports for the Operations Manager.
• Estimate job costs based on rough or finished drawings and provide quotes to the internal sales team.
• Coordinate with the sales team to monitor delivery schedules and ensure timely communication

Requirements:

• Certificate or Diploma in Precision Engineering
• Proficient in AutoCAD and Microsoft Office Suite

Aurora Asia Pacific (21C0671)|Ying Kee (R21103783)

Job Description:

· Providing financial advice based on clients’ financial and protection needs

· Providing recommendation to clients on wealth accumulation and legacy planning

· Providing corporate solutions for business entities

· Delivering a high level of professional customer service to customers

· Building and cultivating client relationships

Job Requirements

· Sales/marketing experience will be an advantage

Job Description:

· Providing financial advice based on clients’ financial and protection needs

· Providing recommendation to clients on wealth accumulation and legacy planning

· Providing corporate solutions for business entities

· Delivering a high level of professional customer service to customers

· Building and cultivating client relationships

Job Requirements

· Sales/marketing experience will be an advantage

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.

Job Description:

· Providing financial advice based on clients’ financial and protection needs

· Providing recommendation to clients on wealth accumulation and legacy planning

· Providing corporate solutions for business entities

· Delivering a high level of professional customer service to customers

· Building and cultivating client relationships

Job Requirements

· Sales/marketing experience will be an advantage

Job Description:

· Providing financial advice based on clients’ financial and protection needs

· Providing recommendation to clients on wealth accumulation and legacy planning

· Providing corporate solutions for business entities

· Delivering a high level of professional customer service to customers

· Building and cultivating client relationships

Job Requirements

· Sales/marketing experience will be an advantage

Job Description:

· Providing financial advice based on clients’ financial and protection needs

· Providing recommendation to clients on wealth accumulation and legacy planning

· Providing corporate solutions for business entities

· Delivering a high level of professional customer service to customers

· Building and cultivating client relationships

Job Requirements

· Sales/marketing experience will be an advantage

Wärtsilä Energy Business in brief

Wärtsilä Energy Business is leading the transition towards a 100% renewable energy future through our abilities to understand, design, build and serve optimal power systems for future generations. Our offerings include ultra-flexible internal combustion engine-based power plants, hybridised power plants, energy storage & integration solutions, and LNG-to-power solutions.

The Role of the Growth & Development Team at Wärtsilä Energy

The Growth & Development team at Wärtsilä Energy is a key function in our market engagement, sales strategy, and strategic alignment. We work closely with our sales and technology teams to identify the best markets for our solutions. Our expertise is split into two main areas: Market Development, where we analyse and tailor our offerings to fit perfectly in our focus markets, and Project Development, where we team up with sales to lead initiatives, create compelling value propositions, and structure and execute deals. While our primary focus is on originating sales opportunities and driving projects, we also bridge the gap between corporate strategy and its real-world execution in the Area.

About the position

We are looking for a Financial & Market Analyst to support our Market and Project Development teams in Middle East & Asia. The preferred location will be Pandan Crescent, Singapore.

We are looking for ambitious individuals with the right mindset, proactive way of thinking, and willingness to learn. We offer you a career in a multicultural environment within a global company that is a thought leader in the energy industry. This position provides a good entry for career advancement opportunities as a project or market developer and other management positions within Wärtsilä. We expect you to be excited about a global career supporting our journey towards 100% renewable energy.

As an Analyst, your role will include:

1. Market Development: Evaluate country-level power system analyses and models together with the global modelling team
   Create market-level value propositions, materials, and business proposals to target customers using Microsoft Excel and Python models
   Influence and approach customers to discuss and validate value propositions to create sales opportunities in new markets
   Engage in external stakeholder advocacy and vocalize personal though leadership activities (LinkedIn, speaking engagements, etc.)
   Develop, maintain, and update Python script
   
2. Project Development: Support the sales organisation with technology comparison studies, feasibility and tariff studies, and more
   Support project development teams with bid proposals, project development structuring and implementation, screening investment opportunities and partners, investment approvals, and arranging project finance (debt and equity)
   Develop, maintain, and update feasibility calculation tools and pro-forma financial models
   
3. Strategy & Operations: Contribute to the implementation of the Wärtsilä Energy Business strategy by providing regular reporting and participating in cross-functional collaboration
   Support the Country Strategy & Action Plans for all key countries in the Middle East & Asia area
   Drive and influence the direction and strategic approach of the Technology and Research & Development teams through internal studies
   Assist in the development and implementation of marketing and communication strategies in the designated area
   Support day-to-day team activities and administration

To succeed in this role, you should have the following:

• Qualifications: hold a Bachelor’s or Master’s degree in Electrical Engineering, Finance, Energy, or Economics or another field that supports the task.
• Experience: The position is suitable for a recently graduated candidate or a person with up to 1 year of work experience.
• Languages: You need to be fluent in English; another Asian language would be an advantage.

A successful candidate will have a positive and proactive approach and demonstrate ownership and responsibility for driving their own work. The person we are looking for has excellent analytical skills, a good understanding of financial analysis, and advanced skills in MS tools. Strong modelling abilities are essential, and having proficiency in Python would be a valuable asset. You are a team player with good communication and interpersonal skills, an interest in the energy sector and a willingness to travel within the Area for approximately 15 to 20% of the time.

For further information, please contact Avani Garg ([email protected]) – Manager, Growth & Development, Middle East & Asia

At Wärtsilä we value, respect and embrace all our differences, and are committed to diversity, inclusion and equal employment opportunities; everyone can be their true self and succeed based on their job-relevant merits and abilities.

This is Wärtsilä

Wärtsilä is a global leader in innovative technologies and lifecycle solutions for the marine and energy markets. Our team of 17,800 professionals, in more than 280 locations in 79 countries, shape the decarbonisation transformation of our industries across the globe. Read more on www.wartsila.com.

Troubleshooting forms,concurrent manager and concurrent issues

Have played Application and Database level performance improvement initiatives and have driven improvements in executions

good experience in Oracle apps cloning

good experience in Oracle applicatoin patching

Troubelshoot users issue related to oracle application

performed sysadmin activities , experience is using Ad utilities

Strong knowledge of RDBMS , oracle db architecture ,memory structure

Strong knowledge and troubleshooting skills in RAC is Must

experience in ASM administration

Strong experience in Backup and restore

Proactively monitor the database and implement solution to reduce the incidents/issues.

Strong Data guard knowledge and troubleshooting skills .

Good Knowledge/experience in Exadata is an added advantage

Supporting the day to day development activities by working with the application development team on database issues

Job Description:

· Providing financial advice based on clients’ financial and protection needs

· Providing recommendation to clients on wealth accumulation and legacy planning

· Providing corporate solutions for business entities

· Delivering a high level of professional customer service to customers

· Building and cultivating client relationships

Job Requirements

· Sales/marketing experience will be an advantage

Job Description:

· Providing financial advice based on clients’ financial and protection needs

· Providing recommendation to clients on wealth accumulation and legacy planning

· Providing corporate solutions for business entities

· Delivering a high level of professional customer service to customers

· Building and cultivating client relationships

Job Requirements

· Sales/marketing experience will be an advantage

Job Description:

· Providing financial advice based on clients’ financial and protection needs

· Providing recommendation to clients on wealth accumulation and legacy planning

· Providing corporate solutions for business entities

· Delivering a high level of professional customer service to customers

· Building and cultivating client relationships

Job Requirements

· Sales/marketing experience will be an advantage

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!

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.

• Provide Order Management and customer support for all shipments into and out of Asia Pacific region
• Takes responsibility for the order fulfillment process and ensure orders are processed in a timely manner.
• Act as the liaison between customer, supplying site and BSC team
• Create sales orders and purchase orders in SAP system
• Ensure orders are created in SAP system within 48hrs.
• Provide order acknowledgement or email notification if third party customer.
• Execute order changes in SAP system after agreement with Planners, site logistics and customers.
• Perform weekly PO/SO comparison and ensure order changes are aligned with BSC team.
• Perform daily delivery creation upon batch yield from supplying site
• Generate weekly delivery report and perform checks to ensure auto PO and auto delivery transactions are in order.
• Takes responsibility to ensure LC compliance and orders are closely tracked and processed timely for submission to the bank for collection
• Provide support to market on end to end registration samples requirements.
• Co-ordinate with shipping site and source for the right sample, taking into consideration the right shelf life, regulatory requirements, etc
• Perform necessary documentation and material allocation.
• Initiate RCT request and co-ordinate with Medical Directors in Market for necessary approval.
• Initiate master data set up and plant extension
• Upload FC for B2B products
• Maintain clean demand signal to the site, weekly review, and take action on replenishment planning exception (pull in/ push out/ expiry)
• Communicate supply constraints and issues to AM and SCM stakeholders.
• Identify critical shipment and escalate when necessary.
• Partner with Regulatory Affair to address and mitigate supply impact from Regulatory changes. Manage demand signal together with Site Planner and E2E to ensure material cut over, prebuild inventory and remaining shelf-life expectation are aligned to market regulatory guidelines.
• Conduct IQV risk assessment on FG inventory that still residing at sites. For all batches/events which are above 100k USD write-off risk, a root-cause analysis needs to
• Proprietary
• be performed and a risk level needs to be assigned. The division which might cause the discard will need to be identified.
• Update supply planning parameter and master data maintenance.
• Any other duties that may be assigned.

We are looking for motivated individuals, who is able to take initiative and challenging task In a fast- track organization.

You will be working in a Fast- paced environment where your achievements will be recognized.

Good communication is a must.

Confidence in presentation is a definite plus.

You can work from home.

Flexible timings.

Job Description:

Responsibilities

• Sales proposals
• Client relations
• Advisory

Requirements

Confident, matured, highly motivated

Excellent communication, presentation and interpersonal skills.

Pleasant and professional appearance.

Rewards

Basic allowance $2,500 + Bonus comms

High earning potentials

Good career prospect

Shortlisted candidates will be notified very soon.

Summary:

✅Industry: Bridal & Events

✅Location: City Hall

✅MNC Company with great career advancement

Responsibilities:

• Oversee the daily operations and marketing activities of the bridal boutique.
• Develop and implement marketing strategies, including managing social media accounts.
• Assist customers by answering inquiries and offering guidance during gown fittings.
• Manage relationships with designated gown and accessory suppliers, and supervise gown production.
• Keep accurate inventory records of gowns and accessories.
• Handle sales inquiries, generate sales tax invoices, monitor pricing, and create promotional packages.
• Coordinate with tailors to schedule gown alterations.
• Collaborate with stylists, models, influencers, and celebrities for marketing campaigns.
• Perform additional tasks as assigned by management when needed.

Requirement:

• Candidate with event planning experience are welcome to apply

To Apply, kindly click on the "APPLY NOW" button

We regret that only shortlisted candidates will be notified.

Staffking Pte Ltd (20C0358) | Khor Wan Ying (R22109948)

The Company

Our client is a leading financial services assurance & advisory team that collaborates to build trust and solve important problems. Work with top-tier clients in the insurance sector and this is an excellent opportunity to get exposure in professional consulting firm for assurance services.

The Role

You will be working in teams to assist your Audit Seniors in audit support work for primarily the life insurance clients.

Your Profile

Ideally you shall equip with knowledge in Actuarial Science, Mathematics, Statistics or other related disciplines that possesses an analytical and quantitative component. A self-driven learner with the ability to quickly learn and apply new tools and techniques such as proprietary actuarial software and cash flow models. You should have an appreciation for structured methodical research, critical thinking and problem-solving skills with an understanding for the application of these skills in the business environment. A natural curiosity to identify, investigate and explain trends and patterns in data and the ability to analyse and break down complex concepts and technical findings into clear and simple language for communication to team members and clients.

You are expected to have working knowledge of Microsoft Office (Excel, Word), including VBA programming. Knowledge of any of the following will be an added advantage:

1. Programming (e.g. VBA, C++, Java, Python)
2. An analytical software (e.g. R, SAS)

Key Responsibilities

Reporting to Finance Controller, the key responsibilities will be for operations financial reporting, planning and analysis in terms of Opex, Inventory and Capex. The position will develop and implement financial planning and control, perform financial analysis to determine present and future financial performance, prepare management reports and liaising with internal and external parties for any financial related matters.

Financial Planning & Analysis:

• Analyze OPEX trends and manage financial planning and forecasting for allocated region/markets.
• Ensure accurate and timely financial closing and reporting activities.
• Monitor Capex investments and validate business cases.
• Conduct inventory analysis, projections, and Excess & Obsolescence (E&O) reporting.

Accounting:

• Conduct annual standard cost revaluation and Cost Roll activities for intercompany inventory.
• Manage product costing and ensure accurate pricing setup in SAP.
• Validate stock loss or adjustments from Operations and ensure proper SAP entries.
• Participate in cycle counts and stock takes, ensuring accurate and documented reports for Corporate Finance and auditors.

Essential Skills & Experience

• Degree or CA / CPA / ACCA/ CIMA or equivalent with 7 years of working experience, of which 3+ years’ experience in FP&A.
• Proficient in SAP and Oracle Hyperion is a must
• Strong excel still with knowledge in Power BI, Power Query is a plus
• Able to meet tight deadlines for financial reporting, quarterly forecast and annual budgeting
• Willing to take initiative and can-do attitude, curious for know-how.
• Working experience in manufacturing, FMCG, consumer goods, logistics/distribution an environment added advantage

Note:

• US MNC
• Central Location
• We regret that only shortlisted candidate will be notified.

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!

about the role

• Be the subject matter expert in technology and functional aspects related to regulatory and compliance operations
• Design, implement, and optimize compliance technology solutions, including AML monitoring and sanctions screening.
• Ensure systems align with local and international regulatory requirements, such as MAS guidelines and FATF standards.
• Collaborate with compliance, IT, and business teams to translate requirements into functional technologies.

skills and experience required

• Bachelor’s degree in Computer Science, or equivalent
• Minimum 10 years of experience in compliance technology within banking or financial services.
• Strong knowledge of AML, sanctions, and regulatory frameworks, paired with technical expertise in compliance tools.

To apply online please use the apply function, alternatively you may contact Chloe Chen at chloe.chen(@)randstad.com.sg. (EA: 94C3609 /R1768253)

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!

Job Description:

• To administer finance policies and procedures on expense management,
• To manage the IT platform for expenditure approval workflow
• To review, process and manage the expenditure requests, including project budget requests and follow up on post implementation reviews.
• To perform/provide ad hoc expense analysis for the purpose of budget control, procedure review, and/or reporting.
• To monitor and track project spend/budget and escalate any issue in a timely manner
• To assist in general expense budget control (including business planning where appropriate) and expense reporting functions.
• To perform periodic QA reviews
• To assist in tracking and follow up on governance issues throughout the Division.
• To assist and support activities during period of parallel run of systems.
• Provide support on ad hoc tasks assigned under Finance Governance.

Requirements:

• Experience in Financial Industry
• Experience in SOX will be a plus
• Ability to manage stakeholders
• Experience in control / audit functions

Kindly apply online or send your application to [email protected]

EA: 15C7572

ID: R1547641

Duties & Responsibilities:

1. Client Consultation:

· Meet with clients to understand their financial goals and needs.

· Collect and analyze information regarding income, expenses, and risk tolerance.

2. Financial Planning:

· Develop tailored financial plans that align with clients' goals.

· Recommend investment strategies, insurance policies, and other financial products.

3. Investment Management:

· Advise clients on investment options and manage their portfolios.

· Monitor and adjust investment strategies as market conditions change.

4. Risk Management:

· Evaluate clients' risk profiles and recommend appropriate insurance coverage.

· Plan for risk management through diversification and other strategies.

5. Retirement Planning:

· Help clients prepare for retirement by assessing income needs and planning accordingly.

· Advise on pension plans, IRAs, 401(k)s, and other retirement options.

6. Ongoing Client Support:

· Regularly review and update financial plans based on clients' changing needs.

· Provide continuous advice and support to clients regarding financial decisions.

7. Regulatory Compliance:

· Ensure that all financial advice and actions comply with current laws and regulations.

· Maintain necessary licenses and certifications.

Experience/Requirements:

1. Educational Background:

· A bachelor's degree in finance, economics, accounting, or a related field.

· Advanced degrees (e.g., MBA) can be advantageous but are not always required.

2. Licensing:

· Necessary licenses include SCI M5, M9, M9A, HI (SG specific) to sell basic financial products like insurance & investments.

· M8, M8A, M6 licensing for selling CIS/Securities products, if applicable.

3. Certifications:

· Certified Financial Planner (CFP) designation is highly valued.

· Other certifications like Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) may also be beneficial.

4. Experience:

· Typically, 3-5 years of experience in financial planning, investment advisory, or a related role.

· Experience working with financial software and tools is often required.

5. Skills:

· Strong analytical skills to assess financial data and trends.

· Excellent interpersonal and communication skills for client interaction.

· Ethical decision-making and adherence to fiduciary responsibilities.

· Ability to build long-term relationships with clients.

· Knowledge of investment strategies, and financial products.

6. Personal Qualities:

· High level of integrity and professionalism.

· Detail-oriented and able to manage multiple clients and tasks simultaneously.

· Ability to work independently and as part of a team.

This role requires a combination of technical financial knowledge and strong interpersonal skills to effectively guide clients through their financial journeys.