Total 5,527 financial planner job vacancies in Singapore

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.

The Opportunity

In Technology Risk, the way we contribute to building a better working world, our purpose, is to translate uncertainty into confidence so that performance is accelerated. We do this for our clients, our people and ourselves. Confidence accelerates performance. Simply put, when people work better, business works better. When business works better, the world works better.

We are part of FSO Consulting providing technology risks solutions to our clients through delivering services on the design, implementation, rationalization of controls and remediation for the purpose of mitigating and preventing risks in our client’s applications, infrastructure and data. A transversal area of specialization in the area of information technology, information security and third-party risk management.

Using our proprietary methodology, our professionals help clients conduct internal controls diagnostics, perform internal controls transformations and risk remediation, and deliver internal controls testing outsourcing or co-sourcing services.

Your Key Responsibilities

As a Manager in the Technology Risk team, you will be expected to deliver assignments of high-level client satisfaction, work independently, discuss and articulate your deliverables with our clients and within the team, lead your team members to succeed in their assigned tasks including providing on-the-job coaching, share knowledge and be able to draw on subject matter specialist accordingly. You will contribute to help our clients enhance their IT risk strategy, embed an enterprise approach to risk management, optimize risk management functions and improve controls and processes.

Skills and Attributes for Success

• Practical experience and understanding of information technology risks, processes and controls.
• Possess strong interpersonal, communication and teaming skills.
• Leverage technology to continually learn, improve service delivery and maintain our leading-edge best practices.
• Strong presentation skills and proficiency in the use of PowerPoint, Word and Excel.

To Qualify for the role, you must have

• A recognized university degree in accounting, business, information technology, engineering or other relevant discipline.
• Minimally 6 years of relevant experience in the Big 4 Accounting firm, consulting or industry experience in IT risks including information technology and information security working on areas such as IT audit, risks, regulatory compliance and/or IT-related implementation. Candidates with lesser experience will be considered at Associate Level.
• Experienced in Data Visualisation e.g. Tableau, Cloud Security
• Familiarity with Technology Risks and Controls, Governance, Risk and Compliance tools.
• Knowledgeable in GRC tools configuration preferably with implementation experience in automating GRC processes using tools like Archer and Service now
• Working knowledge in the integration of the GRC tools with external data sources through API's and database integrations
• Have at least an understanding of MAS regulations around IT risk management such as Technology Risk Management, Outsourcing and PDPA.

Ideally, you’ll also have

Candidates who possess professional certifications such as Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA) and Certified Information Systems Security Professional (CISSP) are highly encouraged to apply.

What we look for

Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident team player that collaborates with people from various teams while looking to develop your career in a dynamic organization.

What we offer

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

The exceptional EY experience. It’s yours to build.

Apply now.

The Company

A global company in the engineering sector is currently seeking a Financial Analyst to join their dynamic team.

The Role

Seeking a Financial Planning & Analysis professional to support monthly financial analysis, report generation, and operating rhythms for APAC HQ. Responsibilities include planning and delivering quarterly forecasts and annual budgets, supporting bonus incentive calculations, and conducting business unit analysis. The role also involves acting as the Finance Super User, driving optimal utilization, providing training, resolving issues, and coordinating with the support team. Additionally, the role supports system enhancement projects and ensures data quality and standardized reporting. Experience with these systems and a focus on process improvement and data accuracy are essential.

Your Profile

You should possess at least a Degree in Accountancy or equivalent, with at least 7 years of experience in financial planning and analysis. You are expected to have good communication skills (verbal and written) with the ability to communicate internally with team members as well as externally with clients.

Apply Today

Please send your resume, in WORD format only and quote reference number ET13107544, by clicking the apply button. Please note that only short-listed candidates will be contacted.

EA Licence no.: 07C5595 | Tan Yee Le (Elise) EA Registration no.: R1330020

Responsibilities:

• Research, develop, and manage an extensive international network of business partners and plan prospecting activities to help identify new business opportunities to drive client growth
• Draft company and client presentations, industry-relevant articles, and research reports
• Support client relationship management, including client due diligence and onboarding, documentation and reporting, and on-going support
• Research and analyse companies, individual securities, investment asset classes, industries, and market and economic trends, and prepare relevant reports
• Monitor the performance of existing and proposed investments and prepare or review periodic investor reports
• Participate in client portfolio construction

Requirements:

• About 3 years of experience in the finance industry, including business development and/or investment management
• Degree in business, finance, or a related field, with knowledge of fund management, investments, and finance
• Excellent communication, organizational, and problem-solving skills
• Ability to maintain confidentiality and handle sensitive information with discretion
• Proactively anticipate, troubleshoot, overcome, and/or escalate client and product needs/issues
• Good team player with a strong willingness to participate and help others
• High sense of urgency and good time management to prioritize tasks

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

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.

The Job

• Develop and implement maintenance plans and schedules based on equipment requirements and resource availability.
• Coordinate and communicate maintenance activities with co-workers and various departments to minimize disruption to day-to-day operations.
• Plan equipment inspection, servicing, and overhaul during scheduled downtime.
• Perform both short and long range planning and scheduling, respond to emergencies and schedule changes.
• Coordinate with procurement department to call quotation/tender for term contracts and external ad-hoc services required by maintenance team.
• Liaise with term contractors such as planning maintenance schedule, where applicable.
• Monitor validity of term contractors' insurance policies and security deposit during period of contract.
• Liaise with team leaders to create purchase requisition for utilization of term contract roles.
• Establish and maintain standardized maintenance planning process, procedures, and workflows.
• Review and improve maintenance processes and procedures including work order system to enhance overall effectiveness and efficiency.
• Make recommendations on best practices to be in line with industry standards.
• Maintain accurate records of maintenance activities, including work orders, maintenance procedures and schedule.
• Analyze breakdown report and liaise with team leaders to ensure breakdowns are categorized correctly.
• Provide reports on adherence to maintenance schedules.

The Requirements

• Minimum Diploma in technical field, preferably in Electrical or Mechanical Engineering.
• 5 years working experience in an engineering role, with minimum 3 years in scheduling position with demonstrated success of implementing and operationalizing master schedules.
• Proven experience in performing preventive maintenance and repair works.
• A team player.
• Good analytical and communication skills.
• Proficient in IT applications (Microsoft Word, Excel, and PowerPoint)

Reporting to the Senior Finance Director with a dotted line to the Head of Finance, the Financial Controller will be responsible for maintaining the organization's day-to-day accounting activities, including, but not limited to, audit, tax filing, grantmaking accounting, internal control and procedures development, and systems maintenance.

The key responsibilities of the Financial Controller are to:

· Oversee all financial, project/program and grants accounting, ensuring that the

organisation’s financial practices are in line with statutory regulations, legislation and best

practices.

· Responsible for maintaining the day-to-day accounting, monthly, quarterly, and yearly

closes.

· Reviews and prepares general ledger, adjustments and reconciliations for accuracy and

modifies appropriate supporting documentation.

· Prepares internal and external nonprofit financial statements in accordance with Singapore

Financial Reporting Standard along with actual-budget variance analysis.

· Assists in the preparation of the annual budget.

· Prepares financial proposals and financial reports for funders when needed

· Assists in annual audits, tax filing, and any other tax filings.

· Assists and manages all payables.

· Supports the grantmaking team in the grantmaking process and coordinates grant

payments.

· Manages the expense reporting process and ensures reconciliations capture transactions

from the credit card and expense report systems.

· Assists in the development of internal controls, policies, and procedures.

· Manages organisational cash flow and forecasting

· Manages day-to-day finance administrative tasks, such as invoice and expense approvals

and disbursement

Miscellaneous:

· Promotes a culture of excellence, service orientation, high performance, and continuous

improvement

· Demonstrate Tara's Values in every action

· Actively participates in Program Team activities

· Abides by Tara’s policies, procedures and practices

As and when required other responsibilities and projects will be allocated by line management.

Skills & Experience:

· At least 15 years of relevant hands-on experience with 7 plus years of management experience

· Prior experience in an international environment and non-profit organisation is a plus

· Excellent interpersonal and communication skills in dealing with senior stakeholders and internal and external parties

· Strong ability to multitask and able to work in an entrepreneurial environment

· Improvements and solutions-driven, detailed-oriented and collaborative working styleß

· Strong critical and strategic thinking skills

· Able to work flexibly at a fast pace in remote settings with multi-cultural teams across time zones

· A drive to achieve results; a high level of personal energy and pro-activity, demonstrated by concrete examples of achievement and initiative taken in previous roles

· Excellent written and verbal communication skills in English and an Asian language would be an asset

· Reliable computer skills with standard applications (e.g., Microsoft Outlook, Excel, PowerPoint, Word)

· Embraces Tara’s mission and identifies with and is committed to living the Tara Values Education

· Minimum of a degree in accountancy or CPA/ACCA equivalent, expert in Singapore FRS and IFRS Location requirements

· The candidate must have residency status with a legal permit to reside and work in Singapore

Education

· Minimum of a degree in accountancy or CPA/ACCA equivalent, expert in Singapore FRS and IFRS

LEVEL UP YOUR CAREER: THRIVE AS A FINANCIAL CONSULTANT WITH US!

Join our team of dynamic financial consultants and embark on a rewarding journey towards success. At our company, you'll thrive as part of our winning team. Take the next step in your career today and unlock your full potential with us!

Benefits:

- Competitive monthly allowance of up to $15k including additional incentives

- Elevate your communication and leadership skills

- Dive into the sea of networking opportunities, connecting you with potential leads

- Aspire to be one of our Financial Services Manager

- Enjoy exclusive overseas incentives trips as a high achiever

*Terms & Conditions Apply.

Commissions & Incentives are payable based on individual.

Description:

Join us as a Financial Consultant and be part of a team driven by sales and service excellence. We prioritise our clients' needs above all, engaging in consultative selling to provide comprehensive customised financial solutions with integrity. If you are a competitive individual passionate about standing out to thrive in this dynamic environment, join us in shaping financial futures with unwavering commitment.

About us:

At our company, where service comes first, always. We are not just financial consultants; we’re changemakers. With passion and determination, we’re shaping the industry for the better and making an impact that lasts.

Job Responsibilities:

- Acquire and manage a pool of clients’ insurance portfolios and maximise these opportunities for growth and success

- Cultivate long-lasting trustworthy relationships with clients

- Empower clients to achieve their dreams by guiding them through personalised financial planning

- Offer recommendations on insurance products that align with clients’ financial needs

Job Requirements:

- Candidates must be at least 21 years old as stipulated under MAS regulatory requirements (Notice FAA-N26)

- A full certificate in GCE 'A' Level,

- International Baccalaureate Diploma qualification,

- Diploma awarded by a Polytechnic in Singapore,

- or any other academic qualification which is equivalent to the above qualifications.

- Suitable for people who are looking for a mid-career switch, fresh grads are welcome!

- Must be Singaporean or Singapore PR

Approval code: AT05Apr24TG85

Wealth Coach LLP is a service firm supporting Andrew Ang & Associates, an agency unit of Prudential Assurance Company Singapore.

Job Description:

Financial Reporting, Budgeting and Forecasting

• Oversee all aspects of financial control and reporting for the Group, ensuring compliance with accounting standards, regulatory requirements, and corporate policies.
• Lead the monthly, quarterly, and annual financial close process, including the preparation of financial statements, reconciliations, and variance analysis, to provide accurate and timely financial information to management and stakeholders.
• Conduct in-depth financial analysis to provide insights into business performance and trends, identifying areas for improvement and optimization.
• Lead the preparation of financial reports, presentations, and board materials, communicating financial results, key performance indicators, and strategic recommendations to stakeholders effectively.
• Lead the annual budgeting process, working closely with business heads to develop realistic and actionable financial plans.
• Develop comprehensive financial forecasts to guide strategic decision-making and resource allocation.
• Oversee all aspects of financial planning and analysis, including budgeting, forecasting, variance analysis, and cash flow management, to optimize resource allocation and drive financial performance.

Financial Strategy and Planning

• Develop and implement financial strategies, policies, and procedures to support the Group's short-term and long-term business objectives, ensuring compliance with regulatory requirements and best practices.
• Provide strategic financial guidance and decision support to senior management and cross-functional teams, leveraging financial insights to inform business strategy, investment decisions, and operational improvements.
• Develop and implement financial policies, procedures, and internal controls to safeguards company assets, mitigate risks, an ensure integrity of financial reporting.
• Collaborate with executive management to develop and execute financial strategies aligned with company goals and objectives.
• Drive continuous improvement initiatives in financial processes, systems, and controls, leveraging technology and automation to enhance efficiency, accuracy, and scalability.

Internal Controls and Compliance

• Establish and maintain robust internal controls to ensure compliance with regulatory requirements and company policies.
• Conduct periodic audits to assess the effectiveness of internal controls and identify areas for enhancement.
• Manage relationships with external stakeholders, including investors, lenders, auditors, and regulatory authorities, ensuring timely and accurate reporting, compliance, and transparency.

Communication and Relationship Management

• Manage relationships with external stakeholders, including auditors, tax authorities, regulatory agencies, and financial institutions, to ensure compliance with local regulations and reporting requirements.
• Provide strategic financial guidance and support to senior management and cross-functional teams, leveraging financial insights to drive operational efficiency, cost optimization, and revenue growth.

Requirements:

• Bachelor’s degree in accounting, finance or related filed
• Minimum of 10 years of progressive experience in financial and statutory reporting, consolidation, taxation and internal controls, preferably in the construction industry.
• Excellent communication and interpersonal skills, with the ability to effectively engage stakeholder at all levels of the organization.
• Inquisitive, meticulous and possess good logical, analytical and process flow skills
• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities and deadlines.

EA License No: 24C2521 | EA Reg No:21103634 (Johnny Wu)

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

Singlife is a leading homegrown financial services company offering consumers a better way to financial freedom. Through innovative, technology-enabled solutions and a wide range of products and services, Singlife provides consumers control over their financial wellbeing at every stage of their lives.

In addition to a comprehensive suite of insurance plans, employee benefits, partnerships with financial adviser channels and bancassurance, Singlife offers investment and advisory solutions through its GROW with Singlife platform. It also offers the Singlife Account, a mobile-first insurance savings plan.

Singlife is the exclusive insurance provider for the Ministry of Defence, Ministry of Home Affairs and Public Officers Group Insurance Scheme. Singlife is also an official signatory of the United Nations Principles for Sustainable Insurance and the United Nations-supported Principles for Responsible Investment, affirming its commitment to finding a better way to sustainability.

First announced in September 2020 and valued at S$3.2 billion, the merger of Aviva Singapore and Singlife was the largest insurance deal in Singapore then and created one of the largest homegrown financial services companies in the republic.

Key Appointment

Work within a team responsible for the account management of allocated partnerships; establish and sustain good working relations for the long-term growth of business.

This role will also work closely with the team to deliver on the strategic direction to achieve sales target and business objective as well as to ensure all sales and operational processes are compliant with the regulatory & compliance requirements.

Key Responsibilities

This role shall work closely with the Head of Business Development and the team to implement the strategic direction of the cluster under their care and shall ensure that the achievement of their targets and business plan is in congruence with the department’s overall objective.

Sales Cluster Management:

• To ensure growth targets on APE and headcount within the appointed cluster are met.
• Conduct strategic planning and business needs analysis with the leaders and wealth planners of the appointed cluster to align financial objectives.
• Actively engage team leaders in their recruitment activities to facilitate growth.
• Where appropriate, takes a lead role with stakeholders at a working level to discuss sales management approaches for target clients.

Key Decisions within the Role

• From time to time, will be assigned the lead role in the development of sales ideas for the Partnership Distribution team, including the training of the team.
• Where necessary, the role holder shall engage and collaborate with other internal Singlife's departments to up the level of operational service standards and for the delivery of business plans.
• Create and maintain a risk management environment that ensures risks taken by the function are identified, assessed and frequently monitored, managed and reported against

Requirements

• More than 5 years of relevant experience in the Financial or Insurance Industry
• Experience in sales force / sales agency management or business account management
• Good inter-personal and effective communication skills both written and verbal, building strong relationships at all levels
• Detail focused, highly analytical orientation
• Demonstrated ability to think strategically with problem solving skills
• Ability to work independently with good time management skills
• Highly motivated and well-organized
• Good standard of professional presentation and group facilitation skills
• Good knowledge of insurance practices, operations and processes.
• Good knowledge of MS Office applications.
• Good knowledge of the Life insurance industry with knowledge in Life Health and ILPs products..
• Highly adaptable to changes

Key Stakeholders

External: Sales force within the BDMs of other insurers

Internal: Other departments within Singlife and Singlife FAPropel

If you find yourself able to demonstrate the criteria above, apply with us now. We look forward to your application.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

About Us: GEN Financial Advisory is a financial advisory firm recognised as one of the top retirement planning service providers in Singapore. We are offering a uniquely flexible 1-month career trial for aspiring individuals to experience the financial planning career without making a formal commitment. The career trial is designed to help the individual explore his or her suitability to the career and fit to the company’s culture.

Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial planner.

This career trial is designed to provide exposure to the financial services sector and offers the potential for a full-time position based on performance.

Responsibilities:

Complete a communication skills training session.

Complete an entrepreneurship training session.

Complete an activity-based project

Complete a financial education project

Complete an end-of-trial review

Requirements:

Singaporeans and PRs

Minimum academic qualification: Diploma awarded by a polytechnic in Singapore

A basic understanding of financial concepts is a plus

Open to commission-based work

Duration: 1 Month

Career Development: Outstanding interns may be considered for a full-time position as a financial planner at GEN upon the successful completion of the career trial.

The position will report directly to Head of Finance & Admin.

Responsibilities:

• Handle closing of accounts and prepare full set of accounts within tight deadline
• Perform data entry of Purchasing Invoices, Receipts, Payments and Journal Entries in Dynamics 365 Business Central system
• Raise payment vouchers and journal vouchers for various disbursements for approval
• Handle travelling claims and billing issues
• Monthly monitoring of cashflows
• Perform bank reconciliation of all bank accounts for the companies
• Maintain Fixed Asset Register and ensure that the sub-ledger tie to the general ledger
• Raise debit/credit note to related parties for payments on their behalf
• Prepare and submit Quarterly GST, WHT
• Review proper transaction journals for closing of other entities within the group
• Assist and prepare relevant supporting for internal and external auditor
• Prepare annual budget report in Dynamics 365 Business Central system
• Liaise with external parties such as vendors, landlord, banks, auditor and relevant statutory/ regulatory authorities
• Handle compliance matters with MAS such as quarterly filing, assist in representative license application, response to MAS Queries and Surveys
• Assist in ad-hoc admin tasks
• Provide support in any other matters that the Management and the department/division head requires including ad-hoc projects etc.

Requirements:

• Diploma in Accountancy or equivalent
• Minimum 3 years of full set of accounts experience
• Proficiency in MS Excel and Dynamics 365 Business Central knowledge will be advantageous
• Able to work independently and as a team

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

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.

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!

Avensys is a reputed global IT professional services company headquartered in Singapore. Our service spectrum includes enterprise solution consulting, business intelligence, business process automation and managed services. Given our decade of success we have evolved to become one of the top trusted providers in Singapore and service a client base across banking and financial services, insurance, information technology, healthcare, retail and supply chain.

We are currently looking to hire Senior Financial Specialist . This is an exciting opportunity to expand your skill set, achieve job satisfaction and work-life balance. More details as below.

Job Description:

• Education: CA with 6-8 years of Experience in Finance management and experience in Big 4 Audit firms would be desirable
• High Exposure to SFRS (Singapore financials reporting standards)
• Experience in IND AS would be an added advantage
• Handing of acquisition accounting
• Ability to assimilate financial data to support business decision making
• Hands-on experience of MS office tools like MS Excel, MS power Point
• Financial reporting and analysis such as monthly MIS, P&L and Balance Sheet analysis, monthly Sales Reporting, expense analysis, Scrutinize business operations, trends.
• Responsible for monthly, Quarterly and annual accounting closing process in time with the closing calendar in the SAP
• Co-ordination with entity controllers of 15 subsidiaries along with team, includes accounts payable, accounts receivables, cash and bank operations, asset accounting, general ledger scrutiny, finalization of accounts and notes to accounts
• Liaising with statutory and internal auditors for queries raised and their resolutions. timely completion of Internal, Statutory audits, Tax Audits.
• Establish the mechanism along with Group consolidation controllers for getting quarterly results audited and published on time.
• Overseeing internal control which covers implementation of various SOP to improve the routine functions and utilization of early indicator reporting metrics to communicate financial risk or opportunities in a timely manner to senior leadership
• Ensure accuracy in reporting and compliance to company policies and SOPs

WHAT’S ON OFFER

You will be remunerated with an excellent base salary and entitled to attractive company benefits. Additionally, you will get the opportunity to enjoy a fun and collaborative work environment, alongside a strong career progression.

To submit your application, please apply online or email your UPDATED CV in Microsoft Word format to [email protected] Your interest will be treated with strict confidentiality.

CONSULTANT DETAILS:

Consultant Name : Nisha

Avensys Consulting Pte Ltd

EA Licence 12C5759

Privacy Statement: Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and Avensys' privacy policy

Job Title: Research Analyst (Public Equities)

Experience Required: Entry-level

Type: Full-Time

About Our Client

Our Client is a Singapore-based single-family office specialize in investing into global public equities, with a geographic focus on US and China and a sector focus on the consumer, IT, and healthcare industries. they leverage deep, bottom-up research and rigorous analysis as part of the investment process. Their team of professionals is dedicated to fostering a dynamic and collaborative work environment where talent can grow and thrive.

Job Overview

We are seeking a motivated Research Analyst to join our Client's team. In this role, you will assist in conducting research on publicly listed companies to support investment decisions. This is an excellent opportunity for a highly analytical individual who is passionate about finance, capital markets, and equity research.

Key Responsibilities

• Data Collection: Collect and organize quantitative and qualitative data from various sources such as company websites, SEC filings, earnings calls, investor presentations, and financial databases (e.g., Bloomberg, FactSet).

• Market Research: Conduct industry research to understand market trends, competitive landscapes, and other factors affecting investment opportunities.

• Company Analysis: Assist in gathering and analyzing data on publicly listed companies, including financial statements, earnings reports, and industry trends.

• Financial Modeling: Support the creation and maintenance of financial models to forecast company performance and valuation.

• Report Preparation: Assist in preparing research reports and presentations summarizing findings and providing actionable insights to senior team members.

• Ad-hoc Projects: Assist with ad-hoc research tasks as needed, including special projects related to specific companies or sectors.

Qualifications

Passion for investing.

Education: Bachelor's degree. Finance, Economics, Accounting degrees are a plus but not required.

Skills & Knowledge:

o Strong proficiency in Microsoft Excel; familiarity with financial modeling and data analysis.

o Basic understanding of financial statements (balance sheet, income statement, cash flow) and key financial ratios.

o Familiarity with financial markets and investment concepts.

o Knowledge of financial databases is a plus but not required.

• Attributes:

o Strong analytical and problem-solving skills.

o Detail-oriented with the ability to organize and prioritize tasks effectively.

o Excellent written and verbal communication skills.

o Ability to work independently and collaboratively in a fast-paced environment.

o Willingness to learn and grow in the field of investment research.

Preferred Experience

• Internship or academic experience in finance, investment research, or a related field.

• Familiarity with equity research methodologies and financial analysis tools is a plus.

• Knowledge of the global financial markets, corporate finance, and valuation techniques.

When you apply, you voluntarily consent to the disclosure, collection and use of your personal data for employment/recruitment and related purposes in accordance with the Tech Aalto Privacy Policy, a copy of which is published at Tech Aalto’s website (https://www.techaalto.com/privacy/)

Confidentiality is assured, and only shortlisted candidates will be notified for interviews.

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!

Trade Accountant - Commodities Trading

Budget: 9-11k base x 13 Months

Leading Commodities Trading House

CBD

*Open to candidates holding an EP*

Responsibilities:

• Monthly and quarterly closing of financial and management accounts to ensure accuracy
• Compile PnL and MTM reports
• Provide variance analysis to senior management
• Involved in GST process and audit processes
• Ensure adherence to all statutory and regulatory requirements.
• Ensure robust accounting controls and recommend policies and procedures.

Requirements:

• Bachelors degree in Accountancy or equivalent
• Minimum 6 years of experience in FIs or Trading houses
• Previous experience in Big 4 is a bonus
• Knowledge in ETRM eg Allegro, Enuit

Please send in your resume in WORD format to [email protected]

*We regret that only shortlisted candidates will be notified.*

Nicola Clarke | EA Licence no. 18S9419 | EA Personnel no. R2197703

Phillip Nova is one of the leading local broker with founding clearing members of Singapore Exchange Derivatives Trading (SGX-DT). Here in Phillip Nova, we offer a comprehensive range of asset classes from Shares, CFD, Futures & Options, Foreign Exchange and Bullion where investor, professional trader or corporate can choose from an array of electronic trading platforms to suit their investment profile.

We are actively on the hunt for candidate who are self-motivated and keen to build your own business. If you has a strong interest in shares and derivative market and enjoys working in a collaborative team, join us as Financial Sales Associates and be part of our exciting investment team in servicing and providing solutions to customers.

Your portfolio will entails as below:

• Canvass and acquire for potential customers

• Follow up closely with all prospective customers through product recommendations, campaigns and trading system demonstration

• Collaborate with Phillip Nova to actively market the suites of product offerings for on-boarding new customers to grow our market presence

• Maintain strong knowledge of the trading platform features and capabilities in providing educating customers of platform abilities

• Keep abreast of global and economic news in order to provide trading support to customers

• Building and networking with existing customers to provide consultative selling to meet customer's trading needs

• Build and maintain strong customers relationships as well as after-sales service

• Active monitoring of existing customers’ activity to assess their needs and provide required trading support to increase Phillip Nova market share

• Perform risk management of customers' portfolio in ensuring portfolio maintains healthy level

We are looking for:

• Entrepreneurial with a positive outlook and sales driven to build your business

• Result orientated and hungry for success

• Enjoy being in fast track environment

• Enjoy meeting people and providing consultative & investment solutions

• Strong interest in equities, finance and commodity markets

This is a fully commission (full-time) sales role. Shortlisted candidate will receive full sponsorship of CMFAS examination fees, and entitled for attractive training allowances while on mentorship training programme.

You will also be able to obtain additional regulated licenses to provide one stop value-added investment solution to your customers. We will be able to take your career further through as our aspiring mentor being in the mentorship programme. If this portfolio excites you, rewarding remuneration awaits, join us by sending your resume Now!

Application Requirements:

• Minimum Diploma and above preferably in the discipline of finance

• Preferably 1 year of experience in related industry /or with sales experiences of any industry. Candidates without experience are also welcome to apply

• Selected candidates are required to pass CMFAS paper RES5, RES1A, RES2A, CM-EIP & CM-SIP

• Applicants currently preparing for the CMFAS Exams are welcome to apply

• Only Singaporean and PR may apply

In Phillip Nova, we don't offer a job we believed our strong partnership will take your portfolio to next level.