137 Accounting Consultant jobs in Singapore

Company and Job Overview
A Japanese accounting firm is looking for a Fund Accounting (Japanese Speaking).
Job Responsibilities
Accounting, tax, and fund administration services for Japanese real estate clients.
Structuring advice for overseas investment funds.
Support for the establishment of Singapore-based entities.
Job Requirements
CPA qualification.
Japanese language proficiency to communicate internally and externally.
Experience in fund accounting is preferred.
Benefits
Salary: S$7,000 - S$10,000/month (depending on experience).
If you are interested in the role, please click APPLY NOW.
Company Information
JAC Recruitment Pte. Ltd.
EA License: 90C3026 | EA Personnel: R24123854 | EA Personnel Name: Moena Ono
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Responsibilities:

1. Customer Engagement:

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge:

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. Sales Targets:

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. Documentation and Processing:

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. Compliance:

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. Problem Resolution:

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. Team Collaboration:

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. Market Research:

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. Training and Development:

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

Qualifications:

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

We are expanding and looking for self-motivated, winning-minded individuals who are open and keen to learn about Investment, which has been a trendy topic amongst people and we are here to educate individuals.

This is the job opportunity that allows you to have the best of both worlds of not needing to work a desk-bound 9 to 5 job and still able to have professional growth in your career. Join us today

Job Highlights:

* Exposure to Professional and Personal Growth Development

* 1 to 1 Mentorship by experienced financial consultants

* Develop your knowledge in investment and financial literacy

* Opportunity to gain Psychological Profiling knowledge to engage with clients

* Opportunity to participate in Investment Seminars/Events by fund houses

* Enhance and groom entrepreneurship skills in a fast-paced growing company

Job Scope / Description:

*Advise client on investment portfolio

* Provide regular reviews on clients' invested funds

* Update clients on the current investment market movement and present investment opportunities

Job Requirements:

* Minimum 21 years old (regulatory requirement)

* At least a full certificate in GCE 'A-Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent, Degree holders in any field.

* Mid Career Switch with a min. of 2-3 years working experience in any field are welcome

* No experience with a driven and winning mindset are welcome as well

* Highly motivated individual with interest in investment and financial markets

Responsibilities:

• Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
• Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
• Acquire new businesses while maintaining current account portfolio
• Tactful negotiations of contract with prospects
• Process documentations and keeping proper records.
• Planning for personal and corporate clients on risk and wealth management, succession and estate planning.

Requirements:

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Holds a Diploma/Degree qualification
• Prior working experience in sales is seen as an advantage
• Goal oriented, self-driven and pro-active in character
• Strong communication and interpersonal skills

Job scope:

• Acquiring clients and providing ongoing service to build and maintain long-term, sustainable relationships.
• Assist in creating financial plans for individuals and businesses.
• Support clients with risk management, wealth accumulation, retirement and legacy planning.
• Attend training sessions, workshops, and leadership development programs to accelerate your career growth.
• Conduct follow-ups with existing and new clients to assess their financial needs.
• Willing to take MAS examinations if necessary.

Career benefits:

• Basic + Sales Commission based.
• Monthly allowance $1.5k - $5k.
• Commissions + Incentives + Bonus.
• Personal mentoring with our agency leaders.
• Friendly and supportive environment.
• Opportunity for an accelerated career progression to management level.

Requirements:

• Local Polytechnic Diploma/Diploma of at least 2.5 years or 900 hours, GCSE 'A' Levels Certificate or higher.
• At least 21 years old (regulatory requirement).
• Required to take 4x CMFAS Papers: RES5, M9, M9A, Health Ins (HI) (Training will be provided)
• Able to work independently and as part of a team.

Roles and Responsibilities

• Develop individualised financial advice based on clients' financial and protection needs.
• Help clients with financial planning in aspects such as retirement, education and investments.
• Provide clients with recommendations on wealth accumulation in accordance to their goals.
• Build long-term and trusted relationships with clients.
• Keep up to date with market development, investment products and other areas that can affect the market.

What We Offer:

• Different proven platforms to be given to kickstart and advance in your career.
• Not needed to approach own family members or friends to generate leads.
• provide customizable leads platform
• Provide 1 to 1 mentorship.
• Extensive training provided by professional trainers to help you develop your knowledge and soft skills.
• Monthly allowance and other cash incentives.
• Overseas trip incentives.

Eligibility

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Minimum full certificate in GCE A Level, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent (further specific requirements may apply to determine equivalent academic qualifications).
• Good interpersonal skills.
• Committed, driven and eager to succeed.
• No work experience required.

Technical Skills and Competencies You Will Learn

• Insurance and Financial Planning Fundamentals
• Certifications in CMFAS
• Communication and Networking Skills
• Sales and Marketing Skills
• Client Relationship Management

We are looking for individuals who want to build a rewarding career in financial advisory.

What We Offer:

Comprehensive Training – Full training programme to equip you with industry knowledge and advisory skills

Exam Support – Study materials and guidance provided to help you pass licensing exams with confidence

One-to-One Mentorship – Personalised coaching from experienced leaders to accelerate your growth

Leadership Development – Opportunities to lead a team and progress into management with proven career pathways

Proven Systems – Step-by-step guidance to help you succeed in sales, client management, and team building

Who We're Looking For:

• Strong leadership qualities and a passion for helping others
• Driven, self-motivated, and eager to learn
• Excellent communication and interpersonal skills
• No prior experience required

Why Join Us?

This is more than just a sales role – it's a career where you'll gain professional qualifications, develop into a respected leader, and enjoy the satisfaction of making a positive impact on people's lives.

Location: Paya Lebar Quarter

Position Type: Full-Time Remote

To apply, kindly click APPLY NOW to submit your latest CV.

We regret that only shortlisted candidates will be notified.

SARC

EA Registration No.: R1220899

EA License No.: 25C2695