Total 2,265 Full-time financial planner job vacancies in Singapore

Lico Resources, a premier executive search firm, is proud to partner with a prominent financial institution, searching for a dynamic tech & cyber risk management professional to join their existing team in Singapore.

Key Responsibilities:

• Conduct thorough risk assessments for IT systems, applications, and processes.
• Develop, implement, and enforce risk management policies, procedures, and controls.
• Collaborate with cross-functional teams to identify and address emerging risks associated with technological advancements.
• Monitor and analyze security incidents, providing timely response and remediation strategies.
• Stay updated on industry trends, emerging threats, and best practices to fortify the firm's risk management capabilities.
• Effectively communicate with stakeholders, including IT teams, senior management, and regulatory bodies.

Qualifications:

• Bachelor's degree in Information Technology, Computer Science, or a related field.
• Minimum 8 years of experience in information technology risk management, preferably in the financial services industry. Candidates from consultancy covering financial services industry are encouraged to apply too.
• Strong understanding of information security frameworks, risk assessment methodologies, and regulatory requirements.
• Familiarity with relevant regulations such as Technology Risk Management Guideline and others.
• Knowledge of industry frameworks and methodologies for technology risk management (NIST, ITIL, ISO 27001, COBIT).
• Professional certifications such as CISA, CISM, or CRISC are advantageous.
• Experience with risk assessment tools and technologies.
• Excellent written and verbal communication skills.

If you are passionate about enhancing technology risk management in a collaborative environment, we invite you to apply. Please send your updated resume to [email protected], quoting reference number A07423. Note that only shortlisted candidates will be notified.

“Data provided is for recruitment purposes only.”

Job Reference No: A07423

EA Licence No.: 13C6733

EA Registration No.: R1333454

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

• Industry/ Organization Type: F&B
• Position Title: Chief Financial Officer (CFO)
• Working Location: Bukit Timah
• Working Hours: 5 days (Monday to Friday 9 AM-6 PM)
• Salary Package: Basic Salary up to $15,000 + Performance Bonus
• Duration: Permanent Role

Key Responsibilities

• Develop and execute the company's financial strategy in alignment with organizational goals.
• Provide strategic financial insights and recommendations to the CEO and Board of Directors.
• Lead financial planning, budgeting, forecasting, and reporting processes.
• Oversee all financial functions including accounting, treasury, tax, and audit.
• Manage financial risk by implementing robust internal controls and risk management frameworks.
• Ensure accurate and timely financial reporting in compliance with regulatory requirements and GAAP standards.
• Manage capital structure and optimize capital allocation to support business growth and profitability.
• Evaluate investment opportunities and partnerships to enhance shareholder value.
• Monitor cash flow, liquidity, and financial investments.
• Conduct financial analysis, performance metrics, and KPIs to drive informed decision-making.
• Ensure compliance with financial regulations and laws, as well as internal policies and procedures.
• Assess and mitigate financial risks, including credit, market, and operational risks.

APPLY NOW!!!

• Bachelor’s Degree in Finance, Accounting, Business Administration, or related field.
• MBA/CPA qualifications are an added advantage.
• Minimum of 10 years of progressive experience in finance and accounting roles, with at least 5 years in a senior leadership position (e.g., CFO, Finance Director).
• Prior F&B experience is an added advantage.

Kindly apply through ANY of the following methods:

• Submit your application by clicking the APPLY button;
• Email your resume to Job(at)anradus.com.sg. Kindly indicate #67196 on the email subject.

Anradus Application Policy: We value each application and ensure every resume is reviewed. Our process is efficient, typically concluding within 3 working days. 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 continuing your job search to maximize your opportunities.

Anradus Pte Ltd | EA License No. 20C0161 | Angel Lim | EA Reg No.: R1769781

Duration: 1 year

Location: Novena

Working Hours: Monday - Thursday 830am to 6pm; Friday 830am to 530pm

Responsibilities:

• Ensure timeliness, accuracy and completeness of period-end FA reports (e.g. Fixed Asset Stock-take report, Development Project-in-Progress (DPIP) report, and the Consolidated Fixed Asset Schedule) for management and statutory reporting and audit reviews. This includes reviewing of the asset count, performing FA reconciliation and investigating discrepancies (i.e. add, retire or rectify erroneous transactions reported by users via service requests or identified when reviewing expenditure)
• Review development expenditure to assess correct treatment of expenditures for asset capitalisation, before capitalising the assets.
• Maintain standards of excellence for FA processes by facilitating the learning of HTDs through conducting trainings, providing guidance on FA matters (i.e. ensure FA related SOPs are adhered to) and implementing process changes to strengthen governance and control.
• Participate in automation initiatives and process improvement projects (e.g. use of tools such as RPA bots or data analytics dashboards) to enhance work efficiency

Requirements:

• Degree in Accounting
• Prior experience in Audit will be an advantage
• Prior experience in using SAP will be an advantage

Interested candidate please click "APPLY" to begin your job search journey and submit your CV directly through the official PERSOLKELLY job application platform - GO Mobile.

Should you be interested in this position, please contact Mandy at 9640 2934 your resume directly for fast respond.

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

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394• Reg. R23114622 So Man Xin

Job Responsibilities:

• Develop, maintain, and update detailed construction schedules for projects, including critical paths, milestones, and deliverables.
• Utilize scheduling software (e.g., Primavera P6, MS Project) to create and manage timelines.
• Coordinate and allocate resources such as manpower, equipment, and materials to meet project requirements.
• Analyze resource availability and forecast potential constraints to ensure efficient project delivery.
• Track project progress against the baseline schedule and update stakeholders on any deviations.
• Work closely with project managers, site teams, and subcontractors to ensure alignment with the project schedule.
• Facilitate meetings to review schedules, identify risks, and discuss mitigation strategies.
• Prepare detailed schedule reports for clients, management, and stakeholders.
• Ensure schedules comply with contractual obligations, industry standards, and company policies.

Job Requirements:

• The Planner shall possess at least 5-10 years of relevant construction experience with at least 5 years of experience in development and/or review of project schedules for every phase of the construction project lifespan by using Primavera P6;
• The Planner shall possess a degree in Civil and Structural Engineering or relevant discipline;
• The Planner shall have experience in scheduling for projects of similar scale, complexity and nature of works;
• The Planner shall possess intermediate to advanced knowledge of Microsoft Project, Excel, Power Point and Word; in addition, the Planner shall also be proficient in Primavera P6;
• The Planner shall be able to work independently, a strong team player and to handle fast paced projects;
• The Planner shall have good interpersonal, written and verbal communication skills for collaboration with stakeholders across all levels and have good presentation skills.

Working location: Alexandra

Working hours: 10am to 6pm (Monday to Friday)

Key Responsibilities:

• Strategic Planning: Develop and execute business plans to achieve organizational goals and objectives
• Market Analysis: Conduct research to identify market trends, customer needs, and competitive positioning
• Data-Driven Insights: Analyze business performance data to provide actionable insights and recommendations
• Budget Management: Assist in preparing and monitoring budgets to ensure efficient allocation of resources
• Collaboration with Teams: Work closely with cross-functional teams to align plans and achieve strategic objectives
• Project Management: Plan and oversee business projects, ensuring timely delivery and desired outcomes
• Forecasting: Prepare financial and operational forecasts to support decision-making processes
• Process Improvement: Identify areas for improvement and propose innovative solutions to enhance efficiency
• Stakeholder Reporting: Develop reports and presentations for internal and external stakeholders
• Adaptation to Trends: Stay updated on industry developments to proactively adjust plans and strategies

JOB REQUIREMENTS

• Minimum Diploma and above
• Strong analytical and problem-solving skills with attention to detail
• Excellent communication and presentation skills
• Ability to manage multiple projects and meet deadlines in a fast-paced environment
• A proactive mindset with a passion for driving business success

EA Reg. Number: R21100629

EA License Number: 22C1278

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 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

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

Join Financial Accounting Advisory Services within Assurance and you will assist our clients to address the accounting and financial reporting challenges facing their business. You will be part of a team that provides insight and services that accelerate analytics, decision-making and innovation to build a stronger and more efficient finance function.

You will experience ongoing professional development through diverse experiences, world-class learning and individually tailored coaching. That’s how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities. Sound interesting? Well this is just the beginning. Because your professional development is important to us and we are fully committed to helping you realise your potential.

The Opportunity

The Financial Accounting Advisory Services (FAAS) team works with businesses and finance teams to address the risks of accounting, financial reporting and regulatory issues. FAAS teams serve as trusted advisors, both practical and innovative, to help our clients navigate through accounting and financial reporting challenges driven by the changing economic and regulatory environment. Our focus areas are in Enterprise Performance Management, Finance Transformation and Finance Target Operating Models.

FAAS also provide services to clients who are developing and executing transformational strategies such as launching an initial public offering (IPO) and provide regulatory and reporting support in international capital markets.

Your key responsibilities

As a Senior Manager within our FAAS team, you will help to drive our Finance agenda forward and you will play an important role in shaping the following selected areas:

• Identify initiatives and develop strategies, roadmaps, target operating model and deliver finance transformation and change projects to help clients transform their finance and operational processes
• Provide support and guide team in gathering data and information to understand the current-state processes through interviews and process walkthroughs with the client counterparts
• Analyze, understand, optimize and/or (re-)design end-to-end Finance processes, including technology used
• Support the implementation of relevant technology platforms in the finance function such as Tagetik, OneStream and Anaplan
• Work closely with Directors and Partners in proposal development and to bring the range of Finance and other competency offerings to the clients
• Lead research and collection of relevant information and knowledge from our internal resources to provide value-adding recommendations

To qualify for the role, you must have:

• Degree in Finance or Accounting discipline, with at least 8 to 10 years of relevant experience
• Equipped with knowledge on Enterprise Performance Management
• Excellent verbal/written communication
• Strong organizational, project management and analytical skills
• Prior experience of managing projects and strong industry experience in the finance field

Responsibilities:

• Manage assigned projects.
• Prepare submission documents based on specifications.
• Coordinate with customers on technical issues, approvals, and schedules.
• Develop and deliver switchboard training materials.
• Compile material lists for switchboard orders.

Requirements:

• Diploma/Degree in Electrical Engineering or equivalents.
• Minimum 1year related working experience.
• Proficient in Microsoft Office, AutoCAD.

_______________________________________________________

HOW TO APPLY :

Interested candidates, please submit your resume by clicking on “Quick Apply” or contact [email protected] for more details.

Please provide following information in the resume for immediate processing

1) Reasons for leaving current and/or last employment

2) Last drawn and/or current salary

3) Expected salary

4) Date of availability and/or Notice Period

All applications will be treated in strictest confidence and only shortlisted candidates will be notified

Wee Wai Dan

EA License No : 03C5391

EA Reg No : R22109628

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.

Job Highlights

· Build relationships with clients

· Career Advancement

Job Responsibilities

Acquire and manage a pool of clients’ investment portfolios

· Understand clients’ financial objectives and investment requirements

· Provide information and comparisons for clients to make informed decisions

· Building and maintaining long-term relationship with clients

· Developing own network with new and existing clients

· Assist clients on their wealth accumulation and protection needs

· Provide recommendation to help clients meet their financial goals and needs

Job Requirements (MAS)

· At least 21 years old

· A full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore or equivalent

· Driven and ambitious to succeed

· Highly Client-focused and people-oriented

· Candidates with sales & investment experience will be highly preferred.

· Candidates with experience will be considered for a senior role

Responsibilities

· Plan materials requirement & process purchase order to support master production schedule.

· Coordinate delivery schedule of purchased parts to the manufacturing facility to support master production schedule.

· Support month end closing functions to ensure materials inventory accuracy.

· Coordinate material flow with other department & work on new materials lot qualification. Manage forecast demand fluctuations and analyze its impact to master production schedule Co-ordinate closely with Purchasing Team to ensure on time delivery of raw materials.]Work closely with Production Team & RD Team on materials usage rate to ensure sufficient materials to support their manufacturing needs.

· Work closely with warehouse member to do monthly cycle count. Help with FG shipment documentation preparation.

· Co-ordinate with Forwarder on shipment allocation and etc. Update Shipment status into Customer system.

Requirements

· At least Diploma or 1~2 years of work experience materials or production planning related field.

· Warehouse Management System knowledge

· SAP knowledge

· Prepared to work overtime & during weekends due to work exigencies.

To apply, please visit to www.gmprecruit.com and search for Job Code: 24719.

To find out more about this opportunity, please contact Lionel Liew at [email protected].

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | EA Personnel: Lionel Liew | Registration No: R1330693

This is in partnership with the Employment and Employability Institute Pte Ltd (“e2i”).

e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives.

By applying for this role, you consent to GMP Technologies (S) Pte Ltd’s PDPAand e2i’s PDPA.

*Seeking for an Accountant who minimum 3 years of banking experience handling financial reporting, nostro reconciliation*

THE COMPANY

This bank is reputable and established. With their current business trajectory, they are expanding their business. Currently, they seek for an Accountant to be part of their Finance team.

JOB RESPONSIBILITIES

• Handle Financial and Statutory Accounting
• Perform Regulatory/MAS reporting
• Perform Expenses processing and Nostro reconciliation
• Involve in IT projects
• Collaborate effectively with other internal and external stakeholders

JOB REQUIREMENTS

• Degree in Accountancy/Commerce or ACCA or any other relevant education
• Minimum 3 years of banking experience handling financial reporting, nostro reconciliation
• Proficient in Excel
• Meticulous, resourceful, team player, strong interpersonal and communication skills

If you will like to explore this opportunity, please email your resume in Microsoft Word format to [email protected]

We thank you for your interest and will contact shortlisted candidates for more detailed discussion.

For more job openings, please visit our website at https://resolutehunter.com/opportunities/

EA Licence 18C9105

EA Reg R1105305

• Develop detailed project plans, including timelines, milestones and deliverables for all Service Projects.
• Develop & coordinate schedule to ensure efficient use of resources and meet project deadlines.
• Determine the required manpower resources and materials/equipment required for all Service Projects.
• Proactively identify potential project risks or delays & develop contingency plans to mitigate and make conservative adjustments on the project timeline.
• Track project progress, update within team members & management on milestones and provide regular status reports on ongoing projects.
• Assist in estimating project costs, monitor project budgets and work closely with Project Engineer to meet project timelines wthin schedule & budget.
• Collaborate closely with engineers, technicians, contractors and other stakeholders to ensure all project elements are aligned and can be executive effeciently.

Job Responsibilities:

• Forecast Planning
• Plan and schedule production orders in accordance with demand and available resources
• Coordinate with project leaders, planners and production supervisors on work prioritization according to delivery schedule
• Responsible for material and production planning, requisition of materials and maintenance of BOM or design change implementation
• Responsible for order confirmation based on material and capability availability
• Plan, control and coordinate with purchasers on material deliveries to avoid building up of high stock inventory
• Monitor material availability for production continuity
• Periodically report: E&O, quarterly buy-down claim
• Ensure timely closure of production orders for invoicing
• Compliance with RBA

Job Requirements:

• Diploma/ degree holder in Supply Chain Management
• Minimum 1-2 years of relevant working experience / relevant industries
• Proficient in Microsoft Office
• Independent and proactive
• SAP knowledge is an added advantage

Compliance with RBA standards

Our client is leading player in the FMCG industry. They are looking for a Supply Chain Planner to assist their team for the next phrase of their business. They are located in the West are – easily accessible.

Job Responsibilities

• Monitor daily operations and coordinate with 3PL warehouses to resolve inbound and outbound issues.
• Coordinate special operations with 3PLs, like transloading, to optimize goods movement.
• Start outbound order processing with 3PLs based on demand and logistics plans.
• Investigate and report damaged goods incidents.
• Advise logistics planners on products to be returned to a site based on stock needs, optimizing storage space and product mix.
• Maintain and update the emergency distribution plan.
• Develop detailed demand and capacity forecasts for goods.
• Create weekly resource forecasts based on stock arrival schedules and rotation strategies.
• Produce weekly forecasts on site utilization rates to predict when a site will reach full capacity.

Job Requirements

• Minimum 2 years of experience in logistics or supply chain management, focusing on warehouse operations or stockpile management.
• Strong understanding of 3PL operations and best practices.
• Excellent analytical and problem-solving skills.
• Proficient in spreadsheet software (Excel preferred) for data analysis and forecasting.

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 Address: [email protected]

Recruitpedia Pte. Ltd.

EA License No. 19C9682

R24122162 | LAI CHAI LI

Responsibilities:

• Oversee inventory to meet production demands and avoid shortages.
• Collaborate with internal teams and suppliers to ensure timely material delivery.
• Adjust production schedules as necessary to meet deadlines.
• Ensure product quality by working closely with the testing team.
• Schedule production staff according to workload requirements.
• Utilize ERP/MRP systems for streamlined planning and scheduling.
• Supervise production staff for effective task completion as required.

Requirements :

• Diploma in Manufacturing Engineering or equivalent.
• At least 1 year of working experience in electronics manufacturing.
• Experienced in material planning, inventory management, and proficient in ERP and MRP systems.
• Possess leadership and supervisory skills.

_________________________________________________________

HOW TO APPLY :

Interested candidates, please submit your resume by clicking on “Quick Apply” or contact [email protected] for more details.

Please provide following information in the resume for immediate processing

1) Reasons for leaving current and/or last employment

2) Last drawn and/or current salary

3) Expected salary

4) Date of availability and/or Notice Period

All applications will be treated in strictest confidence and only shortlisted candidates will be notified

Wee Wai Dan

EA License No : 03C5391

EA Reg No : R22109628

FINANCIAL AND INVESTMENT CONSULTANT

Roles & Responsibilities

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial F.R.E.E.D.O.M and ensure a secure future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

Job description:

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

3. Propose solutions and planning for client investment and insurance needs.

4. Client management and retention.

5. Attend and respond to customer queries professionally.

6. Service and review financial portfolios in maintaining a long-term customer relationship.

What you get to learn:

Comprehensive and customized learning tracks according to individual development within the group, that offer structured & diverse learning modules.

Mentorship during on the job training will be provided continuously for professional development and career advancement in the financial services.

These programs are specifically designed to equip you with in-depth business knowledge, technical skills, and interpersonal skills.

You will be required to attend a number of compulsory programs; including a comprehensive business induction and other regional development program

Who thrives here?/ Requirements

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

· Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind

· Outspoken with excellent communication & interpersonal skills

· Equally motivated by working independently as well as collaborating in a team

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with you updated MS Word Resume to : k[email protected]

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)

Aik Lee Industries Supply

Subsidiary of Allinton Engineering & Trading

The Financial Planning & Analysis (FP&A) Manager reports to the Finance Director and is involved in most, if not all, aspects of accounting and oversees the day-to-day activities of the accounting team. He/she ensures that the organisation's finance function is well organised as well as producing timely and accurate management accounts, thus achieving compliance with corporate policies and statutory requirements.

KEY ROLES AND RESPONSIBILITIES:

· Check and audit the reasonableness and completeness of the statutory report.

· Establish and maintain robust internal control systems.

· Identify the critical cost area with different business units.

· Improve the internal control systems.

· Liaise with business units to provide insights to performance and efficiency to facilitate achievement of departmental Key Performance Indicators (KPI).

· Liaise with internal and external functions to promote understanding of business performance.

· Perform analysis of revenue performance and growth, profit and loss reports, operating variances, revenue reports and key performance indicators.

· Prepare accurate and timely statutory reports.

· Prepare the management report.

Propose cost improvement to business units

ADDITIONAL INFORMATION:

• Degree in Economics or Finance & Accounting or equivalent
• Minimum 10 years of progressive experience in financial planning & analysis of which at least 3 years in a managerial role, leading a team in a sizeable company in a consumer or engineering industry
• Pleasant, eloquent with excellent communication skills
• Strong business acumen to partner with the sales/commercial teams to drive business profitability
• Teamplayer
• Good with numbers

Responsibilities

• Prepare and deliver accurate management reports, including monthly forecasts and semi-annual budgets, with variance and trend analysis for the region.
• Assist in developing budgets and forecasts, ensuring they reflect strategic goals and business priorities.
• Analyze financial performance and key metrics to identify risks and opportunities for improvement.
• Work with various departments to collect and verify financial data, ensuring accuracy and timeliness.
• Provide analysis and insights that connect financial reports to business strategies.
• Prepare ad-hoc reports and analyses as needed to support management decisions.
• Handle other tasks as required.

Requirements:

• Degree in Accounting or equivalent qualification.
• At least 3 years of relevant experience.
• Good in numbers and data.
• Proficient in MS Office including Power BI, Vlookup, Pivot Table and PowerPoint.
• Excellent communication and presentation skills to engage with stakeholders.
• Detail-oriented, organized, and a team player.
• Self-motivated and able to work independently.

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified.

Email resume to [email protected]

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724

http://www.peopleprofilers.com
EA License Number: 02C4944
Registration Number: R1872398

Posting Personnel: Ng Jwee Ken

Ref: QWR66RR9

About CapBridge

CapBridge Pte Ltd, a member of FOMO Group, is an investment and asset allocation platform for corporate and individual investors to build a portfolio of direct investments in various public and private market instrument. alongside other institutional lead investors. Combining advanced financial technologies with comprehensive service throughout the investment and development horizon, CapBridge assists in connecting and enabling cash and treasury management, and in assisting mid or late-stage high growth companies with accredited investors and strategic buyers globally across key industry sectors.

CapBridge is based in Singapore, featuring a premier geographic presence, an unparalleled legacy of growth, and superior access to the global financing markets. We seek to transform the manner in which capital is allocated and value is optimised, realized throughout an integrated digital platform. We achieve this by by:

• Syndicating and aggregating premier cash management products
• Achieve greater portfolio diversification through exclusive and proprietary private market deal flow
• Expanding access to capital for Entrepreneurs and promising high growth companies

CapBridge is well positioned through its extensive experience in developing a world-class capital markets system, championing the interests of small enterprises, entrepreneurs and high growth companies. We are currently looking for a Relationship Manager to join our distribution team. The role is based in Singapore. We offer attractive remuneration with commission and the opportunity to join a high-performance team.

Key Responsibilities:

• Client Conversion and Acquisition: Identify and convert existing client base and seek new clients and business opportunities.
• Lead Nurturing: Cultivate relationships with current leads and convert them into investment clients.
• Relationship Management: Develop and maintain strong relationships with key stakeholders and clients. Conduct client meetings to understand their needs.
• Sales and Revenue Growth: Drive sales efforts to meet revenue targets. Develop and manage sales pipelines, ensuring timely follow-ups and conversions. Prepare and present proposals and pitches to prospective clients.
• Compliance: Ensure all activities comply with regulatory requirements.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• Minimum 3 years of relevant work experience in the financial industry (preferably with a CMFAS licence holder).
• Knowledge of the Securities & Futures Act, its relevant notices and guidelines
• Proficiency in English and Mandarin is preferred to liaise with local and international clients.
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders.
• Entrepreneurial mindset with a proactive approach to identifying and pursuing new business opportunities.
• Strong analytical and strategic thinking skills, with the ability to identify and capitalize on market opportunities.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Excellent organizational and time management skills, with the ability to manage multiple priorities effectively.

Responsibilities

• Handle monthly accounting activities for loan products, investment portfolios, and perform reconciliations, ensuring accurate and timely month-end closings.
• Review and validate daily journal entries, bank reconciliations, and oversee the work of junior team members.
• Generate and submit monthly and quarterly management and statutory reports
• Address inquiries and support requests from internal and external auditors.
• Compile annual budget reports.
• Take on any additional assignments as directed by the management

Requirements:

• Possess at least a Degree in Business, Banking, Finance, or a related field.
• At least 2 years of relevant working experience in a Bank or Financial Institution
• Good team player and able to work independently.
• Good time management skills and able to meet deadlines.
• Proficient in Excel (Macro) will be an advantage

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified.

Email resume to [email protected]

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724

http://www.peopleprofilers.com
EA License Number: 02C4944
Registration Number: R1872398

Posting Personnel: Ng Jwee Ken

Ref: L4W7Y43V

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