568 Expert Financial Planner jobs in Singapore

• Review and analyze the pricing of patient services to ensure accuracy and compliance with national costing systemization.
• Manage pricing and subsidy rules within relevant systems, including national billing systems.
• Perform financial analysis on profit and loss statements for departments and the organization.
• Prepare quarterly financial performance reports for MOH and disseminate monthly profit and loss statements to departments.
• Support annual budgeting and forecasting exercises.
• Provide analytical support to clinical and operational units on project evaluations.
• Assist with claims submission and ensure timely submission to funding agencies.

• A degree in accountancy or equivalent, with at least 6 years of experience in accounting and financial planning.
• Knowledge of SAP and/or relevant experience in healthcare or government organizations is advantageous.
• Proficiency in Microsoft Office applications is required.
• Independent, resourceful, and able to multi-task in a dynamic environment.
• Meticulous, organized, and strong problem-solving abilities are essential.
• Strong communication, interpersonal, and analytical skills are necessary.

Interested candidates may send resumes or apply through our application system. Only shortlisted candidates will be notified.

Job Title: Financial Services Professional

Job Description:

We are seeking a skilled and experienced professional to join our team as a Financial Services Specialist. As a key member of our operations, you will be responsible for facilitating loan applications, collaborating with business partners, and leveraging external resources for referrals.

In this role, you will assess loan applicant eligibility and creditworthiness before proceeding with approvals. You will also process transactions such as loan drawdowns, rollovers, rate fixings, billings, repayments, and fee collections efficiently.

You will provide support for remittance and deposit placement activities, conduct Anti-Money Laundering (AML) screenings, and manage pre and post-transaction handling. Additionally, you will respond promptly and accurately to queries from internal and external stakeholders.

Accurate and comprehensive records of all loan files will be maintained by you, and you will perform daily reconciliations, audit confirmations, and compile management and regulatory reports.

Requirements:

• Degree in Business, Finance, or a related field.
• Minimum 2 years experience in Loan Operations or Credit Administration.
• Solid understanding of financial regulations, industry guidelines, and best practices.

We are seeking an experienced Financial Services Auditor to join our team. As a key member of our audit team, you will be responsible for leading audit engagements for financial services clients, with a focus on banking and capital markets.

• Lead the execution of audit portfolios, managing budgets, resourcing strategies, billing, and collections.
• Oversee the management of audit portfolios, including monitoring progress against plans, timelines, and milestones.
• Drive the client experience by managing client relationships and accounts effectively.
• Build and manage a professional audit team, providing regular coaching and feedback for continuous performance enhancement.
• Engage the team to deliver value-added services to clients.
• Maintain a working knowledge of accounting literature, trends, and technical issues relevant to the financial services industry.
• Stay informed about industry trends to identify potential issues, risks, and best practices.

• Bachelor's Degree in Accountancy, preferably with a professional qualification in CA (Singapore) or equivalent.
• Minimum 5 years of audit experience.
• Experience in auditing clients in banking and capital markets, payments, and/or fintech space preferred.
• Strong technical knowledge of risk management, compliance requirements, auditing standards, and accounting principles.
• Excellent project management and time management skills, with the ability to adapt quickly to changing demands.
• Excellent verbal and written communication skills, with the ability to work effectively across all organizational levels.

We offer a dynamic and supportive work environment that fosters growth and development. Our team is committed to delivering exceptional results and making a positive impact in the financial services industry.

As a Financial Services Auditor, you will have the opportunity to work with a talented team of professionals who share your passion for excellence and customer satisfaction.

We are an equal opportunities employer and welcome applications from diverse candidates who are passionate about making a difference in the financial services industry.

Investment Executive Opportunity

Job Summary:

A professional investment executive is required to facilitate transactions and provide expert guidance on investment opportunities to clients. This role involves delivering exceptional customer service, leveraging market trends, and maintaining a high level of professionalism and integrity.

Roles & Responsibilities:

Roles & Responsibilities

This is an excellent opportunity for professionals with a strong interest in Know Your Customer (KYC), client onboarding, and Financial Institution (FI) client coverage to gain valuable experience in a reputable banking environment.

The ideal candidate will support Relationship Managers in managing a portfolio of FI clients, assist with client onboarding, prepare credit applications, and coordinate documentation execution of facilities and treasury products.

Key Responsibilities:

• Supporting Relationship Managers in managing a portfolio of FI clients including banks, non-bank financial institutions (NBFIs), central banks, and sovereign wealth funds across Singapore and the region.
• Assisting with client onboarding, including KYC/AML due diligence, periodic reviews, and documentation checks in line with internal and regulatory standards.
• Preparing credit applications and supporting the credit review process.
• Coordinating documentation and execution of facilities, treasury, and other banking products.
• Liaising with internal teams (credit, compliance, legal, and operations) to ensure seamless client support and transaction execution.

Job Requirements:

• Bachelor's degree in Banking, Finance, Accounting, Business, or a related field.
• 1–3 years of experience in banking or financial services, ideally in FI coverage, relationship support, or credit/KYC roles.
• Familiarity with KYC/AML processes and documentation for financial institutions is a strong plus.
• Proficiency in English and Mandarin (to liaise with Mandarin-speaking stakeholders and clients).
• Excellent organizational, analytical, and multitasking abilities.
• Proactive team player who can work independently and collaborate across departments.

We are seeking qualified and experienced lecturers to support the development and delivery of diploma-level business and/or accountancy programmes for international students. Successful candidates will assist with curriculum design, development of learning materials, structured teaching, and guidance of students in preparing for assessments.

Our ideal candidate will have a recognized teaching qualification and relevant industry experience, preferably with a background in teaching international students. Familiarity with diploma-level or professional qualifications is also advantageous.

• Key Responsibilities:
• Support curriculum planning and module preparation for business and/or accountancy subjects.
• Assist with the development of learning materials, assignments, and assessment frameworks.
• Deliver tutorials, workshops, and lectures in relevant subject areas (once programmes are approved).
• Provide academic guidance and support to students in their learning journey.
• Ensure compliance with institutional quality assurance standards.

Qualifications and Experience:

• A recognised teaching qualification and relevant industry experience.
• Experience teaching international students is highly desirable.
• Familiarity with diploma-level or professional qualifications is advantageous.
• Excellent communication, interpersonal, and classroom management skills.

Benefits:

• Competitive remuneration based on experience and qualifications.
• Professional development opportunities.
• Supportive and collaborative teaching environment.

To be considered for this role, please submit your CV, a cover letter detailing your teaching experience with young adult learners, copies of relevant certificates, and your current and expected salary. Please list business/accountancy modules you have taught, with level (e.g., diploma, foundation).

Job Overview:

As a Customer Service Representative, you will play a vital role in building and maintaining strong relationships with customers through excellent service and addressing inquiries regarding financial products and services.

Key Responsibilities:

• Establish and maintain rapport with customers to ensure their needs are met and exceeded.
• Stay up-to-date on the bank's offerings, effectively communicating product features and benefits to customers.
• Achieve sales targets by identifying opportunities for revenue generation and actively pursuing them.
• Assist customers in completing necessary documentation for various financial transactions, ensuring accuracy and compliance with regulations.
• Collaborate with team members to enhance overall performance, resolve customer issues, and stay informed about market trends.

Required Skills and Qualifications:

• 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 ability to work in a target-driven environment.

Benefits:

The ideal candidate will be a team player with excellent communication skills and a passion for delivering exceptional customer experiences.

Other Requirements:

Applicants should have a proven track record of meeting or exceeding sales targets and possess a high level of professionalism and integrity.

Key Responsibilities:

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• Basic Accounting Support: