Total 616 financial planner job vacancies in Singapore

Finance Role for Infinity FA

Are you ready to embark on an adventure filled with excitement, endless possibilities, and a dash of quirkiness? Well, look no further because we're on the hunt for a vibrant individual who possesses the unique combination of zeal, a penchant for seizing opportunities, and an insatiable appetite for personal and professional growth. We're not your average company, and we don't do things the conventional way. Nope, we like to add a little pizzazz and a whole lot of fun into everything we do!

Responsibilities

- Reconciliation of all incoming commission from insurers/providers and match them with the inception reports provided

- Upload the correct report into commission system to submit to payroll to make payments to the advisors on a bi-weekly basis

- Attend to queries from advisors if need be for any miscalculation of commission paid out

- Handle firm’s outgoing and incoming cashflow on a monthly basis- collection of invoices and work with firm’s external accounting firm to prepare the monthly report

Requirements

- Experience of working in an insurance related or financial advisory firm in Singapore

- Strong in analytical skill

- Love for numbers

- Seeking a rewarding career growth in the finance industry

- Someone who has a positive outlook in life and likes the thrill of opportunities

Job Responsibilities:

• Lead the design, market research, and positioning of Web3 financial products.
• Understand and analyse customer needs to create financial products that meet market demands.
• Collaborate closely with the technical team to ensure the feasibility of product designs and optimize user experience.
• Manage the product development lifecycle, including requirement gathering, feature planning, iterative development, and product launch.
• Oversee risk management, monitor product performance, conduct data analysis, and implement product iterations based on market feedback.
• Create and maintain product documentation, including whitepapers, user manuals, and marketing materials.

Job Requirements:

• Over 3 years of experience in financial product design or management; experience in Web3 or blockchain is preferred.
• Strong understanding of financial markets and products, including but not limited to DeFi and crypto asset management products.
• Excellent communication and problem-solving skills.
• A keen interest in emerging technologies.

HOW TO APPLY:

Interested applicants, kindly send your resume in MS WORD format or please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Sim Jia Hui (Jacinda)

EA Personnel Reg No: R22106242

You will provide inpatient financial counselling to patients and their next-of-kin involving patient consent and authorization, estimated bills, healthcare financing and assistance schemes, payment options and payment collection. You will attend to financial counselling enquiries and follow through timely case closures. Other responsibilities include computation of statistical information, checking of document completeness, maintaining secured document keeping, participating in quality improvement projects, and providing administrative support to the department.

Requirements:

• Diploma, preferably with at least 1 year of relevant experience
• Good team player with strong interpersonal and communication skills
• Highly motivated, independent and adaptable to change
• Customer-oriented and meticulous with a flair for numbers

Job Responsibilities:

• Coordinate with cross-functional teams across Singapore and the US, ensuring efficient communication and seamless resource management across time zones.
• Partner with compliance teams to ensure projects align with US regulatory standards, including SEC and FINRA requirements.
• Proactively identify potential project risks and implement mitigation strategies.
• Adjust project plans dynamically to address challenges and ensure successful project outcomes.
• Lead teams in adopting and applying Scrum and Agile methodologies to enhance productivity and collaboration.
• Facilitate agile ceremonies, including daily stand-ups, sprint planning, and retrospectives, ensuring adherence to Agile principles and practices.
• Monitor key performance indicators (KPIs) and provide regular status updates to senior management.
• Deliver transparent project progress reports, highlighting milestones, risks, and outcomes.

Job Requirements:

• Bachelor’s degree in Project Management, Information Technology, FinTech, or a related discipline.
• In-depth understanding of US financial market operations, including familiarity with SEC, FINRA, and DTC regulations.
• Hands-on experience with project management tools such as JIRA, MS Project, and Confluence.
• Minimum of 5 years of project management experience, with a strong focus on fintech, trading systems, or brokerage industries.
• Demonstrated expertise in applying Scrum/Agile methodologies; relevant certifications (e.g., CSM, PSM) are highly advantageous.
• Exceptional leadership and cross-cultural communication abilities, with a proven track record of managing teams in a global, distributed environment.

HOW TO APPLY:

Interested applicants, kindly send your resume in MS WORD format or please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Lee Jun Siong (Johnson)

EA Personnel Reg No: R24120242

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 audax

audax means courage. To have the courage to change the banking scene, eliminating constraints caused by existing legacy infrastructure. Our mission is to empower banks and financial institutions to scale and modernise at speed, reaching new customers without breaking the bank.

We began our journey supplying services to and powering Standard Chartered’s white-label plug and play Banking-as-a-Service (BaaS) solution, Standard Chartered nexus, through our technology capabilities. At audax, we seek go-getters who are hungry for growth and can bring fresh perspectives.

Website - https://www.audax.io

What you will be doing:

We are seeking a skilled UI/UX Lead Designer with hands-on experience to drive the design strategy for web portals while providing consultancy for mobile design within our Banking-as-a-Service (BaaS) product. This role emphasizes crafting intuitive and accessible digital experiences for web platforms while aligning mobile designs with the principles of our UI-less SDK.

Responsibilities:

• Develop and execute user experience strategies tailored to web portals, aligning with organizational goals and user needs.
• Conduct user research and usability testing to gain insights and validate designs for web platforms.
• Design wireframes, prototypes, and high-fidelity mockups, maintaining visual consistency and usability standards for web portals.
• Stewardship of cross-platform (web and mobile) design system, maintaining visual and UX consistency/standards.
• Advocate for accessibility and inclusivity by ensuring designs comply with WCAG guidelines and meet diverse user needs.
• Collaborate with cross-functional teams to define design requirements, present concepts, and ensure alignment with business objectives.

What you need to be successful in this role:

Mandatory Skills

• Bachelor’s degree in design, HCI, or related field
• Certifications in Interaction Design or Usability testing
• Minimum 6 years of hands-on UI/UX design experience, with a strong focus on web portals/ apps. Experience in fintech, BaaS, or enterprise platforms is a plus.
• Proficiency in Figma: Expertise in creating wireframes, prototypes, and high-fidelity designs, including collaborative workflows and design system creation.
• Accessibility Standards Expertise: Strong understanding of WCAG compliance to design for inclusivity across mobile and web platforms.
• Design System Development: Proven experience in developing and maintaining scalable design systems for web portals and mobile consultancy.
• HTML, CSS Fundamentals: Basic hands-on knowledge of front-end technologies to ensure seamless collaboration with developers.
• User-Centered Design Principles: Demonstrated ability to design intuitive, user-friendly web interfaces aligned with usability best practices.
• Familiarity with Agile principles and methodology, integrating design processes into sprint cycles and iterative development.
• Strategic Collaboration: Strong ability to work seamlessly with cross-functional teams, articulate design concepts effectively, and influence decision-making.
• Creative Problem-Solving: Innovative and user-centered approach to address complex design challenges while aligning with business goals.
• Time Management & Adaptability: Skilful in prioritizing tasks and delivering high-quality outcomes in dynamic, fast-paced environments.

Desired Technical Skills

• Cross-Platform Design Knowledge: Understanding design nuances for both web and mobile platforms, guiding mobile consultancy where needed.
• Usability Testing Tools: Experience with tools like Maze or Optimal Workshop for conducting user testing and gathering actionable feedback.
• Prototyping Skills: Advanced abilities to demonstrate complex user interactions and flows through interactive prototypes.
• Animation Skills: Experience with 2D animation in After Effects and export using BodyMovin/Lottie.
• Agile Design Integration: Proficiency in embedding design workflows into Agile frameworks, including sprint planning and iterative cycles.
• Front-End Collaboration: Basic knowledge of JavaScript or React to facilitate efficient design-to-development handoff.

• Position : Senior Java Developer (Backend/E-commerce /Financial sector/MyBatis/Spring Boot)
• Location : Redhill (5-8 Minutes’ walk from Redhill MRT)
• Working hours : 5 days a week - Monday to Friday from 9am to 6pm
• Salary (commensurate with experience) : Basic up to $9000 + AWS + Performance Bonus + 14 Days Annual Leave
• Duration : Permanent
• Industry : Software Development Company

Main Responsibilities:

• Design, develop, and maintain complex, high-performance applications for large-scale systems.
• Lead the development lifecycle from concept through implementation and support, ensuring alignment with business requirements.
• Mentor and guide junior and mid-level developer’s overseas, promoting best practices and code quality.
• Perform system architecture and design reviews, ensuring scalability, reliability, and security.
• Lead troubleshooting efforts, analysing and resolving complex software issues.
• Work extensively with technologies such as Java, Spring Boot, Nacos, Sofa, MyBatis, MySQL, RocketMQ, and more, ensuring system stability and performance.
• Collaborate with stakeholders, contributing to strategic technical decisions.

Requirements:

• Bachelor's degree in Computer Science or a related field.
• Over 6 years of software development experience, with a deep understanding of Core Java and related technologies.
• Expertise in Spring Boot, MyBatis, and MySQL.
• Strong experience with distributed systems, microservices architecture, and cloud-based infrastructure.
• Deep understanding of Core Java, object-oriented programming principles, and system architecture.
• Proficiency with tools such as Nacos, Sofa, and RocketMQ.
• Proven experience in system design, architecture, and leading development teams.
• Excellent communication skills, with the ability to translate complex technical concepts to non-technical stakeholders.
• Prior experience in e-commerce or financial sectors is highly valued.
• Experience with DevOps and CI/CD pipelines.
• Expertise in Agile methodologies and the ability to drive projects forward in an iterative development process.
• Bilingual in English and Mandarin to liaise with Chinese clients who can converse in Mandarin only will be an advantage.

Email to: [email protected] or call me at: 6398 5689 for more information.

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Join us on LinkedIn: www.linkedin.com/company/search-personnel-pte-ltd

***We do not charge our candidates any referral fee nor bind them with any contract.***

Jane Chua

Associate Consulting Director (APAC)

License no: 13C6684

EA Personnel: R2197224

Thank you for your interest in this position. Our shortlisting period is 3 working days. Only shortlisted candidates will be contacted for further consideration.

If you do not receive communication from us within this timeframe, it's likely that your application has not been shortlisted by our client. In such cases, we recommend that you continue your job search to maximize your opportunities. We wish you all the best and should we have any suitable roles that match your experiences/ qualifications/ preferences, we will reach out to you.

Designing, maintaining, implementing, or improving electrical cooling products and facilities.

Performing a wide range of engineering tasks by operating computer assisted engineering software.

Conferring with customers, engineers, and others to discuss existing or potential engineering products or project.

Ensuring compliance with specifications, codes or customer requirements by directing or coordinating installation.

Writing reports and compilling data regarding existing and potential electrical engineering projects and studies.

Preparing specifications for purchase of electrical equipments and materials.

Estimating material, labour, or project costs for budget preparation.

Supervising or training project team members.

Maintaining electrical equipment.

Working with a variety of technicians

We are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth solutions specific to their needs and work to ensure that our clients fulfil their financial goals and dreams through our wide-ranging products and services.

Responsibilities:

• Develop new client relationships and maintain relationships with existing clients.
• Develop financial plan to provide financial advice, supporting clients in achieving financial needs and financial independence.
• Compare among our range of products to back our recommendations with the best financial solutions.
• Provide our best recommendations to client to facilitate them meeting their financial objectives and needs.

Benefits:

• Permanent role with basic salary and performance-based incentives such as commission, allowance, and overseas trips;
• Continuous professional development through a comprehensive training and development program.
• Candidates with outstanding performance may be assigned supervisory role.
• Opportunities to learn and advise on a wide range of financial instruments from various providers.

Requirements:

• Excellent people management skills with strong interpersonal and communication ability to deal with people of all levels in complex and challenging situations.
• Self motivator and thrive in a dynamic and collaborative environment.
• Degree or Diploma Holder with 5 years of relevant sales experience.
• M5, M5A, M8, M8A, M9, M9A HI, Comm GI & PGI Certification.

Job Title: Operations Executive

Yongan International Financial (Singapore) is hiring a Operation Executive role to expand our growing business within the industry. You will be part of our Operations team, to support areas include Trade Settlements and Clearing, Reconciliation of Trades, Client Support and Regulatory Reporting.

Job Description:

1. Trade Settlements and Clearing: Oversee the settlement process for trades, ensuring all trades are cleared promptly and accurately through the relevant clearing house.

2. Reconciliation: Regularly perform reconciliation of trades to ensure that the entries in the back-end system match the trades in trading system, and make sure that the back-end system statements match with the broker side.

3. Client Support and Communication: Serve as a point of contact for clients regarding trades, settlement, and other inquiries. Ensure client satisfaction and manage relationships through effective communication and problem resolution.

4. Technology and Systems Management: Work with IT departments to manage and optimize trading and operational systems. This includes troubleshooting issues, implementing new technologies.

5. Coordination with Other Departments: Work closely with other departments, such as compliance, accounting, and front office, to ensure cohesive operation and alignment with company’s objectives.

6. Reporting: Prepare and review reports for SGX or MAS.

Job Requirements

· Diploma or Degree in Business Administration.

· At least 2 years working experience, excellent skills with MS Office.

· Able to work in a team and individually with minimum guidance.

· Highly initiative with a willingness to learn.

• Possess the ability to work under pressure and tight deadline.

We are looking for a passionate and self-driven individual to join our Insurance Operations Team (Regional). In this role, you act as an important liaison between Insurance advisors, insurer providers, and regional colleagues. The main function of this position includes the following:

• Handling the documentation and submission of new insurance business
• Handling enquiries from Insurance Advisors
• Comfortable with liaising with external counterparties pertaining to client’s policy administration
• Handling day-to-day tracking of insurance submission status
• Processing of monthly commission reports
• Quality control and system improvement
• Project testing and User Acceptance Testing
• Assisting Team Manager in ad-hoc duties

Requirements

• Diploma/Degree in Banking & Finance/Business Administration
• A good team player who can work independently and diligently
• Meticulous and enjoys working with documents
• Able to work well in a fast pace environment with little supervision
• Self-motivated and able to multi-task.
• Strong sense of responsibility
• Good communication and team building skills
• Competent with MS Excel and Word
• Preferably has some experience in Insurance operation
• Fresh graduates are welcome to apply

Job title: Branch Customer Acquisition Executive (Station at bank/ Gross up to 5K/ Direct hire)

Occupation: Customer Acquisition Executive

Job Description

• Promoting services to client based on their needs and requirement
• Self-Motivated and independent
• Follow up with customers regarding their application
• Meeting sales target set by company
• Acquiring sales compliantly with honesty and integrity
• Others

Requirements

• Require hunter skills
• You have unparalleled drive and verbal communication skills
• You persevere through rejection with ease
• Maintain a beginner’s mindset (hungry to learn)

Minimum Qualification

• “N” Level with 5 Credits Pass including Math

Additional info

• 6 working days
• Bank branches operating hours.
• Need to work on Sunday/ PH according to work schedule
• $2100 + high incentive

Selected candidate will be assigned and station at Bank Branches promoting our company services.

Position open to locals only.

Job title: Roadshow Customer Acquisition Executive (Roadshow islandwide/ Gross up to 5K/ Direct hire)

Occupation: Customer Acquisition Executive

Job Description

• Promoting sales of Credit Cards to client based on their needs
• Self-Motivated and independent
• Willing to learn and achieve their monthly target
• Sales driven
• No experience needed (training provided)
• Immediate vacancies
• Others

Minimum Qualification

• Minimum GCE “N” with 3 passed including Math

Additional info

• 5 to 6 working days (Including weekend and public holiday)
• Retail working hours
• $2500 + high commission

Selected candidate will be assigned to location booth to promote credit card services.

Position open to locals and E-Pass holders.

Description:

Candidate will report to the Compliance Manager and will be involved in client on-boarding, know-your-client checks and compliance functions.

Job Responsibilities:

· Perform on-boarding and know-your-client checks on new clients, in compliance with MAS AML/CFT requirements

· Perform reviews of accounts and fund deposits/withdrawals

· Perform regulatory compliance tasks (e.g. periodic reporting, liaising with regulators)

Requirements:

· At least 1-2 years of client on-boarding experience in a licensed financial institution preferred

· Knowledge of MAS AML/CFT Notice and Guidelines

· Bachelor’s Degree or diploma in Business, Finance or related field

· Mandarin and English speaking and writing proficiency

· Knowledge of global derivatives market preferred

Key Responsibilities:

• Data entry for submission of documents

• Ensuring the accuracy and reliability of sales data

• Recording figures and updating progress of insurance applications

• Managing client data by using CRM and ERP systems

• Following up and supporting in clearance of outstanding underwriting requirements

• Approving applications according to internal and external processes and systems

• Supporting any administration needs of the department in case management and documentation

• Maintaining insurance product library, Fact Find Form and Commission Rebate Calculator

• Involved in sales campaigns and liaise with the various stakeholders to ensure that these campaigns are successfully launched, tracked and fulfilled

• Involved in the improvements and enhancements of existing systems and processes

• Maintaining and updating department processes and work flows

• Assisting in ad-hoc projects and tasks assigned

Key Experience:

· Competent with Microsoft Office Applications

· Good knowledge of insurance fundamentals

· Meticulous and attentive to details

· Self-driven and pro-active to work independently

· Highly adaptable to dynamic work environment and embrace new changes

· Ability to work under tight timeline

· High level of integrity and takes accountability of work

Education:

· Preferably a Diploma in Business Administration or related field

WFH - 4 days

WFO - 1 day

About the Company:

audax is about courage – the courage to push frontiers, defy the norm, and embrace the unconventional. We believe that innovation thrives on audacity, and with audax, you're not just choosing our digital banking solutions – you're choosing a fearless partner ready to explore new horizons.

As a comprehensive stack digital banking solutions provider, audax empowers banks and financial institutions to rapidly scale and modernise. Our plug-and-play digital solutions offer end-to-end banking capabilities, harmoniously complementing incumbents' core infrastructure. We're here to help you realise scaled digital banking models, including digital banking and Banking-as-a-Service, without the complexity of in-house development or expensive migration.

Our journey started by powering Standard Chartered nexus and has since expanded to elevate other banks and financial institutions globally. If you're ready to embark on a journey that defies convention and shapes the future of banking, audax is your partner. Get in touch with us today.

Audax is seeking a Specialist, Microsoft Dynamics 365 solutions to join our team. The ideal candidate will be someone who has a strong background in Microsoft Dynamics 365, particularly with Relationship Sales, and possess technical skills in integration and configuration of the platform. This role will report to the Manager, Sales Enablement.

What you will be doing:

Dynamics 365 Configuration and Integration:

• Connect Microsoft Dynamics 365 with LinkedIn Sales Navigator and set up sales-specific insights within Dynamics to enhance sales processes.
• Integrate Microsoft Dynamics 365 with other Microsoft products (e.g. Microsoft Teams, Outlook, SharePoint).
• Implement and optimize Power Automate and Flows to streamline workflows and improve operational efficiency.
• Configure and implement Microsoft Dynamics Copilot

What you need to be successful in this role:

• Experience in Microsoft Dynamics 365 (Relationship Sales)
• Strong understanding of Microsoft Power Platform, including Power Automate, PowerApps, and Flows
• Familiarity with LinkedIn Sales Navigator and its integration capabilities with Microsoft Dynamics 365
• Good hands-on experience with Outlook integration and the use of Copilot in Dynamics