Total 5,568 financial planner job vacancies in Singapore

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

Our client is an established conglomerate with over 30 years history. Lico Resources is partnering them in searching for a Financial Controller for the group. You will play a pivotal role in overseeing and optimizing their financial operations. You will be responsible for maintaining accurate financial records, implementing financial policies and procedures, and providing strategic financial guidance to the leadership team. The ideal candidate will have a strong background in financial management, a keen eye for detail, and the ability to contribute to the company's overall financial success.

Key Responsibilities:

Financial Reporting:

• Prepare and analyze monthly, quarterly, and annual financial statements.
• Ensure compliance with accounting standards and regulatory requirements.
• Provide timely and accurate financial reports to senior management.

Budgeting and Forecasting:

• Collaborate with department heads to develop and monitor annual budgets.
• Conduct variance analysis and provide insights to support strategic decision-making.
• Assist in the preparation of financial forecasts and projections.

Cash Flow Management:

• Manage cash flow and liquidity, ensuring the company's financial stability.
• Implement effective cash management and treasury strategies.
• Monitor banking activities and relationships.

Financial Planning and Analysis:

• Conduct financial analysis, including cost-benefit analysis and financial modeling.
• Provide insights and recommendations for improving financial performance.
• Work closely with cross-functional teams to support business initiatives.

Internal Controls:

• Establish and maintain internal controls to safeguard company assets.
• Conduct periodic risk assessments and recommend improvements.
• Ensure compliance with financial policies and procedures.

Audit Coordination:

• Coordinate annual audits with external auditors.
• Provide necessary documentation and support for audit processes.
• Implement audit recommendations to enhance internal controls.

Qualifications:

• Bachelor's degree in Finance, Accounting, or related field; CPA or CMA certification preferred.
• Proven experience as a Financial Controller or in a similar role.
• Strong knowledge of accounting principles and financial reporting standards.
• Excellent analytical and problem-solving skills.
• Proficient in financial management software and MS Excel.
• Strong communication and interpersonal skills.
• Ability to work collaboratively in a team and lead by example.

Send us your updated resume today to [email protected] quoting reference number A08547.

We thank you in advance for your application and regret to inform you that only shortlisted candidates will be notified.

“Data provided is for recruitment purposes only”.

Job Reference No: A08211

EA Licence No.: 13C6733

EA Registration No.: R1656780

- Generate and consolidate documents and reports necessarily and perform claim submission from Government institution.

- Facilitate the enrolment process for trainees who have signed up for courses (setting up trainee’s account on the learning portal, guiding trainees to complete the enrolment process)

- Setting up and administering the virtual classroom (Zoom) during the actual course period

- Provide administrative and technical support to trainers and trainees during the actual course period

- Preparing paperwork for course funding submissions to government agencies in the post-course period

- Managing the online community (WhatsApp chatgroup/ Telegram etc.) and marketing events for the course (pre- and post- course period)

- Handle enquiries from the trainees regarding the course matters throughout the course period

- Manage the whole Learning Management System (LMS) and client database.

- Any other administrative matters.

Responsibilities

• Responsible for inventory management ensuring the inventory is in healthy & good condition.
• Responsible for coordinating with manufacturing Plants and respective Supply Chain Management team to ensure materials and services are being delivered to the respective designation on time and in full (OTIF).
• Responsible for raising material/purchase requisition promptly and monitor the delivery status to ensure delivery is on-time and stock-out
• Responsible for Production Planning and Scheduling process and administrative handling.
• Responsible for performing material planning (MRP/JIT), sub-contracting and execution of raw material resources for Sales Order to meet on time and in full delivery (OTIF).

Requirements

• Min Diploma in Engineering, Supply Chain or Business
• Min 3 years of working experience in Production/ Material Planning in Manufacturing/ Oil&Gas/ Precision industry

Please kindly email your resume in Ms Word to [email protected]

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

Registration Number: R1328870

EA License No. 22C1026

Our client is a Manufacturing MNC, one of the leading players in the Oil & Gas sector. Due to business needs, they are now recruiting a Production Planner to be part of their Planning team for ongoing transformation projects. They are located in the West – easily accessible.

The Production Planner's responsible is:

• Responsible for materials planning or production planning schedules to control work flow, including Forecasting, Order Promising, MRP, Master Data, Engineering Change, Management, and Inventory Turns.
• Responsible for material requirements planning (MRP) settings, more than 1 year of demand forecasting, and management of inventory levels.
• Responsible for inventory management to optimize material flow.
• Responsible for maintaining demand management master plan.
• Work with production team for production planning coordination to determine appropriate master build plan/ inventory levels to meet the business' requirements
• Responsible for training and coaching junior planners
• Ad hoc duties as assigned

Job Requirements:

• Degree in Logistics & Supply Chain or relevance
• Minimum 2 years experience in production and demand planning
• Entry level is welcomed as training provided
• Experience in using coding languases such as Python, SQL, Tableau, PowerBI and Excel VBA

Interested candidates who wish to apply for the advertised position, please click APPLY NOW or email an updated copy of your resume/cv.

We regret that only shortlisted candidate will be notified.

Email: [email protected]

Recruitpedia Pte. Ltd.

EA License No. 19C9682

EA Reg. No. R2198636 (Oh Puey Xin)

Work-life balance, essential financial knowledge, attractive remunerations

We are looking for university students or fresh graduates in Singapore to join us as a Student Financial Advisor. Are you are looking to kickstart your career, or seeking a meaningful role while studying?

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remunerations. Fret not, training & mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

A day in the life of our Student Financial Advisor:

• Financial Strategy Development: Understanding your clients’ financial situations & goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.
• Client Networking: Establish and grow a strong client base through networking & prospecting.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from dedicated managers.
• Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.
• Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Qualifications:

• Singaporeans preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field.
• Result-oriented & highly-motivated.
• Strong interpersonal skills with a strong passion to serve.

Ideal for University Students:

• Flexible Working Hours: Suitable for students.
• Entrepreneurial Experience: Experience how to manage and grow your own business.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.
• Apply now and kickstart your career in financial advisory!

We are seeking a highly capable Financial Analysis and Planning Executive to optimise our financial management policies. You will be performing financial analysis, preparing financial forecasts, and advising senior management on strategic planning.

Responsibilities:

• Assist in the preparation and management of organizational budgets.
• Assist in preparation of management budget, forecast and financials info into system.
• Support the analysis and review of financial data.
• Monitor actual spending against budget, identify variances.
• Analyse and reporting of periodic reports (actual vs budget), provide value added services, highlight area of improvement.
• Business Partner with function heads, programme leads and cross-functional teams in financial analysis, forecast and budget.
• Prepare internal reports to other departments upon request.
• Assist in the preparation of periodic financial reports.
• To participate in understanding and document processes, data relationship and end-to-end flow.
• Identify and suggest areas to automate, streamline, and improve current reporting, operational processes for better efficiency.
• To assist in system setup including performing UAT, ensure smooth execution.
• Provide system training and support to business partners.
• Coordinate and liaise with internal and external parties as needed.
• Attend training assigned by RO&FD.
• Perform any ad hoc projects and duties as assigned, as necessary. Such as documentation, working level presentation, clarification with function heads.
• The main duties and responsibilities will be subjected to review when there is change in business requirements and scope of work.

Requirements:

• Degree in Banking & Finance, Business Studies/Accountancy or equivalent.
• Member of Professional Accountants Body, local or overseas.
• Highly numeric with strong analytical and problem-solving skills.
• Possess drive to continually improve processes, making positive impact.
• Meticulous, detail-oriented and hands-on attitude.
• Excellent relationship builder, with the ability to gain credibility with a variety of stakeholders.
• Strong commercial awareness, good interpersonal and communication skills.
• Exceptional Microsoft suite skills (particularly Advance Excel and Power Point)

Responsibilities

• Forecast planning; Plan and schedule production orders according to demands and available resources
• Coordinate with Project leaders, team members and Production Supervisors on work prioritization according to delivery schedule
• Responsible for material and production planning, requisition of materials and maintenance of BOM and design change implementation
• Responsible for order confirmation based on material and capability availability
• Plan, control and coordinate with purchasers on material deliveries to avoid high stock inventory
• Monitor material availability for production continuity
• Periodically reporting;
• Ensure timely closure of production orders for invoicing
• Other ad-hoc duties assigned

Job Requirements:

• Diploma/ degree holder in Supply Chain Management
• Minimum 1-2 years of relevant working experience / relevant industries
• Good team player and able to complete tasks assigned in shortest timeline
• Good interpersonal, communication and presentation skills
• Good in Microsoft Office
• Independent and proactive
• SAP/MRP knowledge preferred
• English and Mandarin (in order to coordinate with English and Chinese speaking logistics company for shipment arrangement, shipment status and custom declaration.)

Assistant Manager (Financial Reporting, MAS Reports, Work in Bank ) - TK

Our client is a International Bank and is looking to expand in Singapore. They are currently looking for an Assistant Manager (Accountant) to join their Middle Office team.

Job Responsibilities:

• Accounting: Profit and Loss Management. Manage budget controls including payment of expenses and taxes, etc. Undertake the preparation of financial statements, corporation tax, VAT and other tax returns
• Reporting to Authorities: Submitting periodical reports to authorities including Notice 610. Submission of Statistics and Returns. Liaison with MAS and Accounting Firms regarding bank accounting policies and guidelines.

Supporting duties:

• Risk and Operation Management: Assisting the Middle Office Manager to manage credit, market and liquidity risk from the Middle Office’s standpoint. Check daily operation. Reconciliation of checking the account balance. Manage reports to the Head Office, MAS and Japanese regulatory agencies, etc.
• IT Management: Assisting the Middle Office Manager to manage The Branch’s IT operations, including the main accounting system. Liaise with suppliers where necessary regarding system maintenance and changes/upgrades.
• Credit Risk Management: Prepare monthly and other periodic reports relating to the bond and loan portfolios as required by Head Office.
• Office Administration Functions: Manage control of office supplies. Control important items such as agreements. The Branch's equipment maintenance. Support control of the security system. Control and take care of the office environment. Handle incoming and outgoing mails. Prepare necessary reports.
• Perform all other duties as assigned by the General Manager and Senior Deputy General Manager.

Job Requirements:

• Degree holder
• Relevant Accounting & Finance or Middle Office experience in the banking industry
• Experience in creating regulatory reports
• PC skills (Microsoft Office)
• Team management experience is preferable
• Having experience with setting up regional branches or subsidiary offices is advantageous
• Good communication skills, strong learning ability, and multi-tasking skill

Interested applicants, please send your resume to Tiffany (R1104633) with email subject header "Job Application for Assistant Manager (Financial Reporting, MAS Reports, Work in Bank ) - TK" for immediate processing.

We regret that only shortlisted candidates will be notified. Other applications will be updated to our database for future job opportunities.

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Thank you for your kind understanding and co-operation.

Pasona Singapore Pte Ltd

EA License No:90C4069

R1104633

Koh Jia Wen

The Company

Our client, a company in the medical devices sector, is currently seeking a Financial Analyst to join their dynamic team for a 12-months assignment.

The Role

The successful candidate will be tasked with duties encompassing uploading financial data into the system, conducting annual budgeting, collaborating with the finance manager on monthly financial reporting, scrutinizing monthly deck preparation, and collaborating with the controllership team to obtain accounting details for variance analysis.

Your Profile
Candidates for this position should hold at least a Degree in Accountancy or ACCA qualification, or an equivalent certification, along with a minimum of 5 years of experience in financial planning and analysis. Proficiency in Excel is essential, and familiarity with systems, particularly SAP and BPC, is expected.

Apply Today

Please send your resume, in WORD format only and quote reference number ET12837055, by clicking the apply button. Please note that only short-listed candidates will be contacted.

Robert Half International Pte Ltd. Co. Registration no.: 200612189E | | EA Licence no.: 07C5595 | Tan Yee Le (Elise) EA Registration no.: R1330020

Our client is looking for a Financial Controller, you will play a crucial role in overseeing the financial operations and strategy of the company. You will work closely with senior management to drive financial performance, optimize processes, and ensure compliance with regulatory requirements.

Job Description:

1. Oversee all aspects of financial management, including budgeting, forecasting, and financial reporting.
2. Develop and implement financial policies, procedures, and controls to ensure accuracy, transparency, and compliance.
3. Lead the financial planning and analysis process to support strategic decision-making and business growth initiatives.
4. Manage cash flow, working capital, and capital expenditure to optimize financial performance and liquidity.
5. Coordinate and liaise with external stakeholders, including auditors, tax authorities, and financial institutions.
6. Provide strategic financial guidance and support to senior management and department heads.

Requirements:

• Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred.
• Proven experience as a Financial Controller or similar role in a tech company or fast-paced environment.
• Strong knowledge of financial principles, practices, and regulations.
• Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and provide strategic insights.
• Ability to thrive in a dynamic, rapidly evolving environment and manage multiple priorities effectively.

Interested candidates, please send your detailed resume to:

Carine Cui Meng (R23117732)

[email protected]

We regret that only shortlisted candidates will be notified.

Our client is a Manufacturing MNC, one of the leading players in the Oil & Gas sector. Due to business needs, they are now recruiting a Production Planner to be part of their Planning team for ongoing transformation projects. They are located in the West – easily accessible.

The Production Planner's responsible is:

• Responsible for materials planning or production planning schedules to control work flow, including Forecasting, Order Promising, MRP, Master Data, Engineering Change, Management, and Inventory Turns.
• Responsible for material requirements planning (MRP) settings, more than 1 year of demand forecasting, and management of inventory levels.
• Responsible for inventory management to optimize material flow.
• Responsible for maintaining demand management master plan.
• Work with production team for production planning coordination to determine appropriate master build plan/ inventory levels to meet the business' requirements
• Responsible for training and coaching junior planners
• Ad hoc duties as assigned

Job Requirements:

• Degree in Logistics & Supply Chain or relevance
• Minimum 2 years experience in production and demand planning
• Entry level is welcomed as training provided
• Experience in using coding languases such as Python, SQL, Tableau, PowerBI and Excel VBA

Interested candidates who wish to apply for the advertised position, please click APPLY NOW or email an updated copy of your resume/cv.

We regret that only shortlisted candidate will be notified.

Recruitpedia Pte. Ltd.

EA License No. 19C9682

EA Reg. No. R2198636 (Oh Puey Xin)

Who We Are

Initiative unlocks business growth for the world’s most ambitious brands. We believe in the power of media to reshape our industry and orchestrate a brand’s entire consumer experience, by balancing both what unites people and what makes them different. When brands unite people in culture, they build Fame, and when brands connect individuals to their unique journeys, they build customer Flow. Initiative builds Fame and Flow for brands like Nike, Amazon, Merck, and LEGO.

Media responsibility is at the forefront of everything we do, whether it’s creating media plans that reflect the diversity of our communities, promote brand safety, and foster sustainability. Our agency celebrates diversity in an inclusive environment where all of our 9,000+ strong talent across 90+ markets feel seen, heard, and valued. Our vision is to create not only a better media company, but also a better media industry, and maybe even a better world.

The Opportunity

The Media Planner reports into the Client Advice & Management Director and is responsible for account management, implementation, development and management of overall media plans, measurement plans and test-and-learns that serve as local and regional best practice across Singapore and APAC.

Local scope:

Client and Product

• Taking briefs and bringing campaign to life from sound media recommendation, flawless implementation, and post buy reporting
• Collaborate with the broader team to produce best-in-class implementation frameworks for both long-term growth and short term campaign objectives, simplifying complexity into succinct guardrails and guidelines
• Demonstrate a good understanding of the evolving digital landscape and seek out unique media opportunities for clients before or once they are released to market
• Clearly demonstrate how the strategy delivers on the business need and focus on results and measurement
• Collaborate with creative agencies and Mediabrands Special Business Units to deliver a seamless product for the client
• Collaborating with the broader team, turbocharge media planning, and digital best practices and drive OESP integration, designing and overseeing sprints that enable quick test and learns
• Set up, monitor, optimize, report Digital, Search and Social ads together with the Performance team

Regional scope

• Project management, local market campaign response guidance and review as well as preparation of APAC post campaign report
• Assist Regional Digital Director in consolidation of monthly local Search performance reports and deliver APAC analysis
• Consolidation of Quarterly Topline Campaign Performances and Media Investments across APAC markets.
• Support Global and Regional Reporting requests on ad-hoc basis

Ideally

• Strong knowledge of digital implementation role in media agency
• Possess strong working experience in media planning, strategy, implementation, trading and buying process, with solid understanding in creating and optimizing of audiences across paid and owned media
• Great client management skills
• Project management skills
• Working technical knowledge of buying and trading tech including ad servers, verification tools and DSPs / DMPs etc
• Bravery to experiment and recommend new implementation ideas and tactics

Initiative is an equal opportunity employer and is committed to building a diverse and inclusive workplace. People with Disabilities and all historically excluded or under-represented people are encouraged to apply.

RESPONSIBILITIES

• Monitoring & Issuing of aircraft planned tasks
• Liaising with SIA Planning section on tasks issuance
• Liaising with SIAEC Base Maintenance planners on planned tasks
• Updating reports on planned tasks status
• Preparing tasks for outstation tasks assignments

REQUIREMENTS

• Diploma from a local Polytechnic or Minimum ITE
• Proficient in MS Office
• Experience in SAP is an added advantage
• Minimum of 3 year's administrative experience

NOTES

• 9 months contract for maternity replacement

We are actively searching for resilient and highly performance driven individuals to join our team. If you are a quick learner with strong communication skills, you are an ideal fit. Experience the freedom of working from your home with adaptable hours. Your primary responsibilities consist of:

• Coordinating sales meetings with potential clients
• Keeping our current clients informed about company developments
• Managing administrative tasks related to sales services

Please be aware that this position is fully remote, underscoring the importance of self-reliance and discipline. The salary range is $3,000 - $6,000 per month, and candidates are expected to possess at least "A" Level, diploma, or degree qualifications.

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

Candidates must at least possess A Level, a Diploma, Advanced/ Higher/ Graduate Diploma, any field.

Interested Candidates email resume with recent photo and DOB to [email protected]

Shortlisted candidates will be notified very soon.

Responsibilities

• Responsible for inventory management ensuring the inventory is in healthy & good condition.
• Responsible for coordinating with manufacturing Plants and respective Supply Chain Management team to ensure materials and services are being delivered to the respective designation on time and in full (OTIF).
• Responsible for raising material/purchase requisition promptly and monitor the delivery status to ensure delivery is on-time and stock-out
• Responsible for Production Planning and Scheduling process and administrative handling.
• Responsible for performing material planning (MRP/JIT), sub-contracting and execution of raw material resources for Sales Order to meet on time and in full delivery (OTIF).

Requirements

• Min Diploma in Engineering, Supply Chain or Business
• Min 3 years of working experience in Production/ Material Planning in Manufacturing/ Oil&Gas/ Precision industry

Please kindly email your resume in Ms Word to [email protected]

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

Registration Number: R1328870

EA License No. 22C1026

If you are highly motivated, love to help others, hardworking and approachable, you are the one we are looking for!

What we offer!

• Strong Mentorship with 1 to 1 Guidance
• Flexible and Customized Startup Programme
• Learn to analyse, evaluate and provide valuable advice to family and friends
• Annual overseas trips (conventions, planning conference, etc.)
• Flexible working hours
• A high monthly Basic + Incentives!

Requirements

• Min 21 years old (Guys must complete NS before applying!)
• Strong willingness to serve, learn & grow
• People orientated personality
• Highly motivated, determined with strong integrity
• Local Diploma Graduates / GCE A Levels Graduates
• No work experience required
• Singaporean / PR

Join us and we will grow as a team, our cohesive culture will support and unleash your true potential!

It’s time to realise your worth!

At Deloitte, we offer a unique and exceptional career experience to inspire and empower talents like you to make an impact that matters for our clients, people and society. Whatever your aspirations, Deloitte offers you unrivalled opportunities to realize your full potential. We are always looking for people with the relentless energy to push themselves further, and to find new avenues and unique ways to reach our shared goals.

So what are you waiting for? Join the winning team now.

Work you’ll do

Deloitte’s Financial Services industry group strives to support clients in addressing the challenges that impact today’s industry. Our member firm’s global network engages with clients to refine their business models through innovative practices, improved processes and enabling information technologies.

You will work alongside our clients to help them make decisions and implement solutions based on "Heart of the Business" issues and problem statements from architecting the strategic transformation agenda through to driving business value through execution and implementation.

You will work across all key segments within banking (retail, SME, wholesale, and wealth) and drive the latest and best-in-class transformation narrative for our banking sector clients across SEA. Typical engagements which you could be involved in include:

• Front office and Front Office Support process transformation
• Operating model transformation
• Digital enablement and platform implementation

You will support Deloitte and client’s business growth by:

• Identifying client’s business requirements / overall strategy and vision, and any opportunities for efficiencies in existing process / service design
• Undertaking extensive desktop and on-the-ground research on various aspects relevant to potential clients viz. competitive benchmarking across channels, products, customer experience, digital capabilities, customer servicing, etc.
• Developing draft pitch proposals including storyboarding, data analysis, opportunity sizing, proposed team composition, project costing and fee estimates
• Using tech, human-centered design thinking and innovative approaches to solve business needs.
• Participating in team problem solving efforts and offer ideas to solve client issues.
• Facilitating client workshops to complete current state assessment and providing basis for future state design and rollout planning.
• Conducting relevant research, data analysis, and create reports.
• Maintaining responsibility for quality, completion, and accuracy of work products.
• Assessing business processes to streamline core operations’ service delivery.

Your role as a leader

At Deloitte, we believe in the importance of empowering our people to be leaders at all levels. We expect our people to embrace and live our purpose and shared values, challenging themselves every day to identify issues that are most important to our clients, our people, and the communities, and to make an impact that matters. In addition to living our purpose, Senior Consultants across our Firm are expected to:

• Understand the goals of Deloitte, align our people to these objectives by setting clear priorities and direction by establishing a positive relationship with senior stakeholders.
• Influence teams, and individuals positively. Lead by example and provide equal opportunity for people to grow, develop and succeed.
• Delivers exceptional client service. Maximizes results and drives high performance from people while fostering collaboration across businesses and geographies.
• Manage diverse teams within a highly inclusive team culture where people are respected and valued for their contribution.
• Develop high-performing teams through challenging and meaningful opportunities and recognize them for the impact that they make.

Enough about us, let's talk about you

If you are someone with:

• Tertiary qualification in a business, actuarial, technology or equivalent discipline.
• Minimum 6 years of working experience in the Consulting Industry and/or Financial Services Industry - Bank (Retail / Wholesale / Insurance / Wealth management).
• Knowledge of Southeast Asia market, the core trends and drivers, with proficiency in articulating regulatory, economic, technological, and business impacts on key institutions.
• Types of role led:
  • Digital transformation of within a Bank or Financial Service.
  • Transformation in Financial Services company or Bank i.e. service transformation including customer journeys, service blueprints and process redesign
  • Strategy Consulting to define transformation to enable key drivers of change in banking (customer centricity, digitalization, growth, efficiency, regulatory change, sustainability)
  • Banking Cost Reduction, Efficiency, Automation, including Robotic Process Automation
• Experience with Agile/Scrum methodologies, or Professional Scrum Master / Product Owner certifications will be well regarded.
• Human-centered design thinking, logical structuring, and analytical problem-solving skills
• Tech fluency and knowledge to provide advice to business, experience and understanding of Cloud solutions and platform implementation.
• Proficient in Excel and PowerPoint usage to present recommendations to client.
• Exceptional interpersonal, team building, and communication skills, with demonstrated ability to write clearly, succinctly, and in a manner that appeals to a wide audience.
• Ability to build consensus and foster change in ambiguous settings.

Next Steps

So what are you waiting for? Join the winning team now.

Due to volume of applications, we regret only shortlisted candidates will be notified.

Senior Finance Executive

Company Description

Swiss-Asia Financial Services is a leading wealth management and fund platform in Asia with a direct presence in Singapore and Hong Kong. We provide an incubation space to Wealth Managers, Hedge Funds, and Family Offices across key Asian markets, leveraging an extensive global network of industry suppliers to ensure significant competitive advantages. Our innovative approach and continual investments in technology enable us to deploy market-leading software and systems to stay ahead of the curve. We hold Capital Markets Services Licenses under the Singapore Securities and Futures Act and the Securities and Futures Commission in Hong Kong.

Role Description:

The Senior Finance Executive plays a pivotal role within the finance department, reporting directly to the Head of Finance. This position entails comprehensive responsibilities aimed at ensuring the financial integrity and compliance of the organization. Key duties and responsibilities include:

Responsibilities:

• Performing a wide range of accounting activities, including full sets of financial processes, accounts payable and receivable processes, general ledger management, account reconciliation, and audit schedules for both local and overseas entities.
• Reviewing all waterfall/retrocession calculations, payments, and coordinating with other departments to address any discrepancies.
• Assisting in monthly and annual reporting, including management reports, variance analysis, budgeting, and treasury cash flow analysis.
• Participating in the audit process, such as attending to auditor's queries and drafting entity financial statements.
• Assisting in the preparation of financial statements and group consolidation.
• Assisting in quarterly GST reporting.
• Developing and ensuring the implementation of accounting procedures and policies to ensure compliance with local statutory standards and practices.
• Driving implementation of new processes, policies, and systems when required.
• Liaising with external parties such as auditors, tax agents, and bank contacts.
• Reviewing and providing guidance to junior finance executives.
• Performing other ad-hoc duties as assigned by management.

Qualifications and Skills:

• Degree in Accounting, Finance, or a related field, with at least 5 years of work experience as a senior role.
• Professional accounting qualification (ACCA, CPA, etc.) is advantageous.
• Proven experience in a similar role, demonstrating a comprehensive understanding of accounting principles and practices.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work both independently and as part of a team.
• Proficiency in Microsoft Excel is required.
• Well versed in GST knowledge and Consolidation

Responsibilities:

• Under the supervision of the Lead Planner, prepares and maintains Master Project Schedule with the required amount of details using established tools and methodologies.
• Understand the technical scope of work and sequencing and duration of major activities.
• Provides reports, “look aheads”, critical path reporting, “what-if” scenarios, and other relevant tools that will assist in planning and schedule analysis.
• Develop, maintain and update S-Curves and Key Performance Indicators (KPI) for various disciplines in MS Excel format for progress monitoring and reporting purposes.
• Write up narrative description for relevant reports, including weekly & monthly report to client and consolidates inputs from various disciplines for project management team’s review.
• Review and evaluate submitted Level 4 schedule of all contractors including their progress measurement system.
• Tracks and monitors the progress of the project including engineering, procurement, construction, commissioning and installation. Implements and monitors the schedules of each project stage and the entire project until completion and close-out.
• Identifies and leverages on opportunities to optimize resource utilization to most efficiently execute/organize the project activities.
• Ensures timings of deliverables of contractor are adequately and clearly defined and diligently tracked to prevent or minimize delay.

Requirements:

• Bachelor in Engineering or Operations Management.
• Min 8 years of planning experience in oil and gas industry (or) 12 years of planning experience in other industries with sound knowlodge of Oil & Gas process and FPSO projects
• Knowledge of project management, risk management and change management processes
• Previous working experience in a senior role is preferred

Interested applicants, please send your resume to: [email protected]

EA Personnel R1109773

Agency no 07C3676

Responsibilities:

· Prepare and review compliance handbook

· Handle MAS filings and inquiries from regulatory bodies

· Perform regular compliance checking to ensure compliance with regulatory requirements

· Handle KYC and AML-related matters as well as client onboarding compliance check

· Provide relevant advisory to business/support units and other AML teams on matters relating to compliance issues, transaction monitoring review and investigation conducted by the unit

· Perform analysis of suspicious transaction/activity reports to identify AML risk trends to support the AML risk management and controls within the Group

· FATCA / CRS reporting in accordance with relevant requirements

· Handle CPT related matters, such as update of CPT register

· Develop regulatory governance frameworks, policies, and procedures to effective management of regulatory risks for company, clients

· Facilitate and address any MAS queries and external authorities, as well as internal and external audits

· Familiar with outsourcing guidelines and prepare relevant policies, procedures and documents in compliance with MAS regulations and guidelines

· Undertake other ad-hoc duties as assigned

Requirements:

· University Degree in Business, Law, Finance or related disciplines

· At least 3 years of strong compliance experience in local regulatory compliance and risk management, with demonstrable knowledge of relevant regulatory requirements

· Strong knowledge or prior experience in key regulatory requirements such as the Securities & Futures Act, Financial Advisers Act, MAS Notices and Guidelines, and AML/CFT regulations

· Work independently, self-motivated, strong analytical skills and ability to exercise sound judgment and manage execution under pressure

· Familiar with FATCA and CRS reporting is preferred

· Effective communicator in both English and Mandarin to liaise with Mandarin speaking clients

We welcome fresh graduates to apply, as training will be provided!

Representative Management

• Administer onboarding/offboarding of representative.
• Update of representative particulars or contact details.
• Conduct induction training for newly appointed representative on submission administrative process.

Correspondence Handling

• Handle emails coming through the department mailboxes and assign to team members in-charge of respective subject matter.
• Co-ordinate with respective stakeholders and team members to implement changes that affect operation process due to request from provider/ changes in providers’ handlings.
• Disseminate announcement from product providers to keep representatives informed on product/process update.
• Proper house-keeping of all archived emails for department.
• Ensure meeting of service level for all correspondences handled for all team members.

Service Quality

• Attend to general queries from field representatives, product providers or inter-department relating to submission process/policy/account matters.
• Handle escalated complex enquiries from representatives including Not-In-Good-Order (NIGO) or reject submissions. Work closely with Compliance on escalated cases to derive decision.

Sales Submission

• Support pre/post sales applications from representatives for submission to product providers.
• Meeting of KPIs – accuracy, quality output and service levels.
• Adherence to regulatory and internal guidelines for processing functions.

Systems & Others

• Prepare management or regulatory reports.
• Ensure Standing Operating Procedure (SOP) are up-to-date.
• Attend to ad-hoc audit requests.
• Work on enhancement for new system and perform User Acceptance Testing (UAT) for changes implemented and issue logs raised.
• Work closely with cross-functional teams for processing functions with interdependencies.
• Identify interdependencies when analyzing issues and proactive to propose resolution.
• Perform ad-hoc tasks as and when assigned.

Qualifications:

• Diploma in Business Administration or equivalent.
• Minimum 2-3 years preferably in banking/financial industry. Candidates with more experience will be considered for a senior role.
• Possess good knowledge in financial products (such as insurance and investment).
• Proficient in Microsoft Office applications.

Other competencies and traits:

• Pro-active, self-motivated and ability to work independently in a fast pace environment.
• Possess good leadership skills and ability to handle and work with different levels within/outside the organization.
• Display mature and professional disposition.
• Exhibit good interpersonal skills and good team player.
• Meticulous and possess keen eye for details.
• Ability to multi-tasks and take ownership of assigned tasks.
• Display mature and professional disposition.
• Good communication, time management and organizational skills.
• Compliance with company and regulatory guidelines.
• Self disciplined and motivated in a flexible hybrid work environment.

Responsibilities:

• Provide sound financial advice with proper fact-finding and review of customers financial goals
• Build & maintain long-lasting relationships with both existing and potential customers
• Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
• Proactively acting on leads from our database and setting up appointments with potential customers
• Ensure sales conversion by capitalizing on referrals

Requirements:

• Min GCE A Levels, Diploma or Degree in any field
• No prior experience required
• CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
• Have good interpersonal skills and be passionate about helping customers achieve greater financial competency

Please state your availability, current and expected salary in the resume.

Qualified or interested candidates, please visit our GMP website at www.gmprecruit.com/current_jobs/posting.aspx to apply for this position with GMP Job Code: 23722

Tel: 6233 0482 - Eddie Tang (R1221129)

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Eddie Tang | Registration No: R1221129