89 Accounting Consultant jobs in Singapore

Responsibilities

• Act as the subject matter expert for Murex Accounting and wider Finance stream at one of the largest Investment banks of Singapore undergoing a massive murex upgrade.
• Functional Analysis of Accounting changes as shared by Murex and present the same to end users .
• Define the process and report adaptations to be undertaken on account of Changes introduced in higher version of Murex
• Represent Accounting/ Finance stream at Project meetings and take charge of all critical upgrade related activities
• Participate actively in discussions with business, understand their needs and transform them into change or project initiative
• Follow up with vendor support as and when necessary to resolve bugs/issues

Skills

• Experience working in the financial industry with relevant experience in Murex Accounting and Finance Module
• Min 5-8 yrs of experience configuring accounting rules in Murex for various asset classes like Derivatives, FI and FX
• At least 1 Murex implementation or Murex Upgrade experience
• Understanding of Finance reports -majorly PnL and accrual reports
• Murex expertise for PnL related configuration like Accounting and Economic PnL and associated components like past ,future cash etc.

Nice to have

• Implementations and upgrades: MXpress; FEM migrations, MXplus updates and MX.3 main-branch upgrades

We are a top-tier Murex Alliance Partner and a market leader in implementation, integration, upgrade and migration. We provide end-to end project services and have delivered over 200 successful Murex projects across all major asset-classes and sectors including investment banking, asset management, corporate treasury and insurance.

Responsibilities

• Act as the subject matter expert for Murex Accounting and wider Finance stream at one of the largest Investment banks of Singapore undergoing a massive murex upgrade.
• Functional Analysis of Accounting changes as shared by Murex and present the same to end users .
• Define the process and report adaptations to be undertaken on account of Changes introduced in higher version of Murex
• Represent Accounting/ Finance stream at Project meetings and take charge of all critical upgrade related activities
• Participate actively in discussions with business, understand their needs and transform them into change or project initiative
• Follow up with vendor support as and when necessary to resolve bugs/issues

Requirements:

• Experience working in the financial industry with relevant experience in Murex Accounting and Finance Module
• Min 5-8 yrs of experience configuring accounting rules in Murex for various asset classes like Derivatives, FI and FX
• At least 1 Murex implementation or Murex Upgrade experience
• Understanding of Finance reports -majorly PnL and accrual reports
• Murex expertise for PnL related configuration like Accounting and Economic PnL and associated components like past ,future cash etc.

Nice to have

• Implementations and upgrades: MXpress; FEM migrations, MXplus updates and MX.3 main-branch upgrades

• Conduct financial consultations to understand clients' goals and needs
• Provide tailored financial planning and advice
• Recommend suitable insurance, savings, and investment products
• Assist clients in purchasing and setting up financial plans
• Maintain long-term relationships with clients through regular reviews
• Handle documentation and ensure compliance with regulations
• Build and expand client base through prospecting and referrals
• Stay updated on financial products and industry changes

• Analysis of client's financial status, developing client value proposition plans based on the understanding of financial data, and discussion of financial objectives with the client.
• Build client relationships based upon developing strategies focused on achieving the client's financial goals through the use of financial and wealth management solutions.
• Establish relationships to ensure that the client retains the Group and Consultant for wealth management services over the longer term.
• Prepare and submit recommendation documents to implement a plan selected by the client.
• Advise clients on appropriate investment products, financial and wealth management services/products.
• Where applicable, refer the client to other financial establishments/organisations to obtain services outlined in the client value proposition plan that are beyond the scope of services provided by St. James's Place.
• Regular ongoing contact with the client to revise financial plans based on the review and modification of client needs or changes in the investment market.
• Arrange suitable insurance for the client, recommending the amount and type of coverage based on a needs analysis
• Keep abreast of the financial markets, constantly monitoring the specific investments in the client's portfolios, and keep up to date with new investment strategies and investment vehicles.
• Develop and cultivate a client base through on going servicing.
• Attend Financial Advisers meetings and continuing education sessions to retain and develop knowledge about products, services, policies, and acquire the required relevant CPD certification.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
• Comply with all industry rules and regulations.
• Work alongside local Marketing Team to create an individual sales and marketing strategy for cultivating new client relationships.
• In-depth understanding of the expat wealth management market in Singapore

• Adhere to Company policies and procedures
• Deliver a Client centric advisory process covering the holistic needs of clients both investment and protection

• M5, M8, M8A, M9, M9A, HI (essential)
• CHFC or CFP accredited (desired)
• UK Financial Services qualifications (an advantage)

• Self-driven individual who has passion to excel
• Good communication and interpersonal skills
• Minimum 3 years' experience providing face-to-face financial advice
• Investment experience or good knowledge of investments
• Good understanding of Financial Planning/Wealth Management advisory process
• Knowledge in UK/European/Australian financial services markets including but not limited to Pension and Tax will be an added advantage
• Relevant UK financial service qualifications an advantage
• Existing client base with proven track record of turning prospects into investment clients

• Analysis of client's financial status, developing client value proposition plans based on the understanding of financial data, and discussion of financial objectives with the client.
• Build client relationships based upon developing strategies focused on achieving the client's financial goals through the use of financial and wealth management solutions.
• Establish relationships to ensure that the client retains the Group and Consultant for wealth management services over the longer term.
• Prepare and submit recommendation documents to implement a plan selected by the client.
• Advise clients on appropriate investment products, financial and wealth management services/products.
• Where applicable, refer the client to other financial establishments/organisations to obtain services outlined in the client value proposition plan that are beyond the scope of services provided by St. James's Place.
• Regular ongoing contact with the client to revise financial plans based on the review and modification of client needs or changes in the investment market.
• Arrange suitable insurance for the client, recommending the amount and type of coverage based on a needs analysis
• Keep abreast of the financial markets, constantly monitoring the specific investments in the client's portfolios, and keep up to date with new investment strategies and investment vehicles.
• Develop and cultivate a client base through on going servicing.
• Attend Financial Advisers meetings and continuing education sessions to retain and develop knowledge about products, services, policies, and acquire the required relevant CPD certification.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
• Comply with all industry rules and regulations.
• Work alongside local Marketing Team to create an individual sales and marketing strategy for cultivating new client relationships.
• In-depth understanding of the expat wealth management market in Singapore

• Adhere to Company policies and procedures
• Deliver a Client centric advisory process covering the holistic needs of clients both investment and protection

• M5, M8, M8A, M9, M9A, HI (essential)
• CHFC or CFP accredited (desired)
• UK Financial Services qualifications (an advantage)

• Self-driven individual who has passion to excel
• Strong communication and interpersonal skills
• Minimum 5 years' experience providing face-to-face financial advice
• Good knowledge of current market performance and investment strategies
• Strong Knowledge of Financial Planning/Wealth Management advisory process
• Strong understanding of UK/European/Australian market knowledge including but not limited to Pension and Tax ideally with a UK relevant financial services qualification
• Strong client base and a large network of High-Net-Worth individuals, with proven track record of turning prospects into clients and existing funds under management

We LISTEN to your career aspirations
AND we UNDERSTAND what you want.

We are looking for exceptional individuals who can rise to the occasion and are looking to be the difference.  If you think you make the cut, you are the one we are looking for

Elson Wong & Associates is an agency with Distinct Professionals Group (DPG), a group of agency units of Prudential Assurance Company Singapore (Pte) Ltd.  Our Financial Consultants take a holistic approach in helping clients to manage their financial needs and goals.

The Role:

• Establish clients' financial goals.
• Protect the future for families & their loved ones
• Build clients' wealth and prepare them for longevity
• Customise solutions to help clients achieve their financial goals
• Regularly review clients' financial portfolio

Benefits and Rewards:

• Making a difference in other's lives
• Flexibility and work-life balance
• Cultivate your entrepreneurial aspirations
• Continuous training and development
• Establishment allowance of up to 24 months for selected candidates*
• Tablet to be given to successfully contracted candidate*

* Terms & conditions apply.  Commissions & Incentives are payable based on individual performance.

Job Requirements:

• Full certificate in GCE "A" Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred.
• Good knowledge of banking, wealth management & insurance products is an added advantage.
• Excellent customer focused mindset.
• Personable, sincere, strong integrity & determination.
• Required to attain CMFAS certification RES5, M9, M9A and HI. Prudential will provide the necessary training and guidance for you.
  
  

Elson Wong & Associates
an agency unit of Prudential Assurance Company Singapore

(approval code AT09Apr25KA58)

• Meet and engage with clients to understand their financial goals.
• Learn and apply concepts in estate planning, investment strategies and wealth preservation.
• Support senior consultants in creating tailored financial plans.
• Conduct client follow-ups and portfolio reviews.
• Join regular training, seminars, and networking events to grow your expertise and client base.

• Degree holders (any discipline welcome).
• Strong communication and interpersonal skills.
• Willingness to learn about financial products, estate planning, and investments.
• Motivated, proactive, and enjoys connecting with people.
• Able to build trust and long-term relationships.

• Education Level
• Working experiences
• Each employment background
• Reason for leaving each employment
• Last drawn salary
• Expected salary
• Date of availability