259 Finance Consultant jobs in Singapore

Job Description & Requirements

Singapore Insurance Broker Company - Finance Consultant

We are looking for a proactive, detail-oriented, and organized Financial Consultant to join our client’s team. The ideal candidate will support the sales process by engaging clients, handling sales-related inquiries, and providing real-time assistance to both the sales team and customers.

• Monthly Basic Salary (First 2 Years Commitment): S$3,000 – S$,000 Fresh Graduates: Starting from S 3,000 – S$4 000 Experienced Candidates: Up to S 6,000, depending on experience
• High Commission Structure
• Full Training & Team Support Provided
• Flexible Working Hours

• Performance Incentives & Overseas Trips
• Profit Sharing
• International Career Development Opportunities

Relationship Managers from banks are welcome to apply.

• Develop and execute strategies to acquire new clients and business accounts
• Achieve weekly and monthly sales targets with a self-motivated attitude
• Maintain strong client relationships through after-sales follow-ups and service reviews
• Innovate and implement new product strategies to attract and secure new clients

• Minimum Local Diploma/ Bachelor’s Degree
• Highly motivated, team-oriented, and able to work independently
• Strong sales and negotiation skills
• Proactive and creative in problem-solving
• Strong interpersonal skills and ability to build relationships at all levelsProfessional appearance and demeanor

Interested please send resume to whatsapp + 65 8361 3502

Only the candidate who's in shortlist will get notification

Job Choices Solution Pte. Ltd

EA No. 24C2254

Ang Hock Ann R24122146

Finance Consultant, R2R ( record to report / general ledger)
Join to apply for the
Finance Consultant, R2R ( record to report / general ledger)
role at
PwC Singapore
Finance Consultant, R2R ( record to report / general ledger)
Join to apply for the
Finance Consultant, R2R ( record to report / general ledger)
role at
PwC Singapore
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Job Description & Summary
At PwC, we help clients build trust and reinvent so they can turn complexity into competitive advantage. We’re a tech-forward, people-empowered network with more than 370,000 people in 149 countries. Across audit and assurance, tax and legal, deals and consulting we help clients build, accelerate and sustain momentum. Find out more at
Our Firmwide Corporate Services unite to help build our competitive advantage with first class support internally. Spanning Administration, Business Development, Chairman’s Office, Compliance, Finance, Human Resources, Learning and Development, Legal, Marketing and Communications, Operations and Change Management, and Technology, we power our lines of services to make sure all of us have the right sources, services and technology to be the best we can be.
Not all of us work directly with external clients. Some of our most talented people choose to harness their skills, experience, expertise and service excellence within PwC. The possibilities are endless and our business landscape is changing everyday.
The R2R ( record to report / general ledger) Consultant is responsible for ensuring the precise and timely completion of month-end closing and financial reporting to the Management. This role demands a comprehensive understanding of accounting processes, inter-company activities, and compliance with statutory and internal regulations.
Key Responsibilities
Timely, Accurate Month-End Closing and Financial Reporting: Ensure timely, accurate month-end closing, management and financial reporting.
Accounting Processes and Tasks: Handle various accounting processes and tasks including receipts and payments interface reconciliation, General Ledger (GL), and other key reconciliations.
Internal Coordination and Liaison: Coordinate and liaise with internal parties and the firm’s network to support intercompany activities.
External Coordination and Liaison: Coordinate and liaise with external parties such as external auditors, tax agents, corporate secretarial agents, and local government authorities as required.
Compliance and Support: Support and ensure compliance with all finance filing requirements, tax filing requirements (GST), audits, procedures, and forms both statutory and internal.
Assist in the redesign of current processes projects to enhance productivity and efficiency.
Perform other related ad-hoc duties as assigned.
Line of Service
Internal Firm Services
Industry/Sector
Not Applicable
Specialism
IFS - Finance
Management Level
Associate
Job Description & Summary
At PwC, we help clients build trust and reinvent so they can turn complexity into competitive advantage. We’re a tech-forward, people-empowered network with more than 370,000 people in 149 countries. Across audit and assurance, tax and legal, deals and consulting we help clients build, accelerate and sustain momentum. Find out more at
Our Firmwide Corporate Services unite to help build our competitive advantage with first class support internally. Spanning Administration, Business Development, Chairman’s Office, Compliance, Finance, Human Resources, Learning and Development, Legal, Marketing and Communications, Operations and Change Management, and Technology, we power our lines of services to make sure all of us have the right sources, services and technology to be the best we can be.
Not all of us work directly with external clients. Some of our most talented people choose to harness their skills, experience, expertise and service excellence within PwC. The possibilities are endless and our business landscape is changing everyday.
The R2R ( record to report / general ledger) Consultant is responsible for ensuring the precise and timely completion of month-end closing and financial reporting to the Management. This role demands a comprehensive understanding of accounting processes, inter-company activities, and compliance with statutory and internal regulations.
Key Responsibilities
Timely, Accurate Month-End Closing and Financial Reporting: Ensure timely, accurate month-end closing, management and financial reporting.
Accounting Processes and Tasks: Handle various accounting processes and tasks including receipts and payments interface reconciliation, General Ledger (GL), and other key reconciliations.
Internal Coordination and Liaison: Coordinate and liaise with internal parties and the firm’s network to support intercompany activities.
External Coordination and Liaison: Coordinate and liaise with external parties such as external auditors, tax agents, corporate secretarial agents, and local government authorities as required.
Compliance and Support: Support and ensure compliance with all finance filing requirements, tax filing requirements (GST), audits, procedures, and forms both statutory and internal.
Assist in the redesign of current processes projects to enhance productivity and efficiency.
Perform other related ad-hoc duties as assigned.
Requirements
Strong knowledge of month-end closing processes and preparation of financial statements
Strong interpersonal and communication skills with the ability to work well with people across different backgrounds
Proficient in Microsoft Excel and good command in English, both written and oral
Good sense of logic and analytical thinking
Agile and open to dynamic working environment
Ability to ensure compliance with statutory and internal regulations
Experience in liaising with external auditors, tax agents, and government authorities
Capability to assist in new process and system implementations
This role is vital to maintain the financial integrity and compliance of the organization. The R2R Consultant will play a crucial role in the financial operations, ensuring accuracy and collaboration both internally and externally
Required Skills
Optional Skills
Accepting Feedback, Accepting Feedback, Accounting Advisory, Accounting and Financial Reporting Standards, Accounting Policies, Accounting Practices, Account Reconciliation, Active Listening, Communication, Credit Control, Emotional Regulation, Empathy, Escalation Management, Financial Accounting, Financial Budgeting, Financial Forecasting, Financial Policy, Financial Record Keeping, Financial Reporting, Financial Statement Analysis, Financial Statement Preparation, Financial Transactions, General Ledger Accounting, General Ledger Maintenance, Inclusion {+ 6 more}
Desired Languages
(If blank, desired languages not specified)
Travel Requirements
Not Specified
Available for Work Visa Sponsorship?
Yes
Government Clearance Required?
No
Job Posting End Date
Seniority level
Seniority level Associate
Employment type
Employment type Full-time
Job function
Job function Finance and Sales
Industries Accounting
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Responsibilities:

1. Conduct thorough financial analyses to assess clients' investment needs and goals.
2. Develop personalized investment strategies based on clients' risk tolerance, financial situation, and objectives.
3. Stay abreast of market trends, economic indicators, and investment opportunities to provide informed recommendations.
4. Execute trades and manage investment portfolios in alignment with clients' objectives and market conditions.
5. Provide ongoing portfolio reviews and performance reports to clients, ensuring transparency and effective communication.
6. Cultivate and maintain strong client relationships through regular meetings, communication, and understanding of their evolving financial circumstances.
7. Collaborate with internal teams to stay updated on financial products, regulatory changes, and industry best practices.
8. Keep accurate records of client interactions and transactions while adhering to compliance and regulatory standards.
9. Actively participate in team meetings, training sessions, and contribute to the overall success of the Singapore branch.

Requirements:

1. Bachelor's degree in Finance, Economics, or related field. Advanced degrees and certifications (e.g., CFA, CFP) are a plus.
2. Proven experience as an Investment Consultant or similar role in the financial industry.
3. In-depth knowledge of financial markets, investment products, and portfolio management.
4. Strong analytical and problem-solving skills with attention to detail.
5. Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
6. Familiarity with regulatory requirements and compliance standards in Singapore.
7. Proficient in relevant software and tools for financial analysis and portfolio management.
8. Requires a minimum of 10 years of experience in the wealth management industry.
9. Good communication and organization skills, with the ability to interact with senior stakeholders in Taiwan Head Office
10. Must have passed both CACS Paper 1 & Paper 2 examinations

Join to apply for the
Investment Consultant
role at
UBS
Join to apply for the
Investment Consultant
role at
UBS
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Job Reference #
319921BR
Job Type
Full Time
Your role
Do you have the ability to provide holistic investment advice in Capital Markets? Do you have expertise across a range of asset classes and markets? Do you want to maximize the benefits of a global franchise for the good of clients? Do you have proven track record advising clients in advisory portfolios across bespoke instruments?
We are looking for Investment Consultants to:
partner the Client Advisers to provide holistic and bespoke investment solutions on Capital Market products to priority clients
collaborate with our Chief Investment Office (CIO) and other investment advisory teams to pitch UBS' entire investment and trading capabilities
participate in client meetings in Singapore and on business trips regarding acquisition, review and retention of clients
Your team
You will be working as part of Wealth Management APAC in Advisory & Sales as an Investment Consultant based in Singapore. The Investment Consultant team is responsible to activate our larger clients by bringing them timely asset class targeted solutions. This equates to a co-coverage model between a Client Adviser and an Investment Consultant. The Investment Consultant will support the Client Adviser to ensure that UBS’ entire investment and trading capabilities are systematically provided to these priority clients. We are a dynamic, open minded and active team that enjoys working to provide best in class solutions for our clients.
Your expertise
At least 5 years of experience in sales, marketing or trading of Capital Markets services
Specialization in at least one asset class or product type, such as Equity, Fixed Income, Foreign Exchange, Structured Products, or Derivatives
Possess a strong drive, initiative, adaptable and be able to work independently in a stressful and demanding environment
Proven presentation skills in front of clients and Client Advisers, and strong understanding of the needs and sensitivities of clients (private individuals and families)
Sales and service oriented with excellent communication skills
An advanced degree in the area of finance. CFA certification is a plus
Fluent in English and business Mandarin, while other languages are a plus
About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Seniority level
Seniority level Not Applicable
Employment type
Employment type Full-time
Job function
Industries Banking, Financial Services, and Investment Banking
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Responsibilities :

1. Conduct thorough financial analyses to assess clients' investment needs and goals.
2. Develop personalized investment strategies based on clients' risk tolerance, financial situation, and objectives.
3. Stay abreast of market trends, economic indicators, and investment opportunities to provide informed recommendations.
4. Execute trades and manage investment portfolios in alignment with clients' objectives and market conditions.
5. Provide ongoing portfolio reviews and performance reports to clients, ensuring transparency and effective communication.
6. Cultivate and maintain strong client relationships through regular meetings, communication, and understanding of their evolving financial circumstances.
7. Collaborate with internal teams to stay updated on financial products, regulatory changes, and industry best practices.
8. Keep accurate records of client interactions and transactions while adhering to compliance and regulatory standards.
9. Actively participate in team meetings, training sessions, and contribute to the overall success of the Singapore branch.

Requirements :

1. Bachelor's degree in Finance, Economics, or related field. Advanced degrees and certifications (e.g., CFA, CFP) are a plus.
2. Proven experience as an Investment Consultant or similar role in the financial industry.
3. In-depth knowledge of financial markets, investment products, and portfolio management.
4. Strong analytical and problem-solving skills with attention to detail.
5. Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
6. Familiarity with regulatory requirements and compliance standards in Singapore.
7. Proficient in relevant software and tools for financial analysis and portfolio management.
8. Requires a minimum of 10 years of experience in the wealth management industry.
9. Good communication and organization skills, with the ability to interact with senior stakeholders in Taiwan Head Office
10. Must have passed both CACS Paper 1 & Paper 2 examinations

Responsibilities :

• To work closely with wealth advisers on the management of client portfolios
• To formulate investment recommendations which are aligned with client investment objectives as well as the research house-view
• To originate and communicate profitable investment ideas and market updates to various stakeholders
• To create tailored content and presentation material to support the overall wealth advisory business
• Additional/ ad-hoc duties may be assigned when required, including the undertaking of projects related to the overall business unit

Requirements:

• Bachelor's degree holder in a related discipline (accountancy, finance or business administration, or others)
• Strong analytical skills, with a good understanding of financial markets and investments
• Excellent command of both spoken and written English, with strong communication skills.
• Has a passion for investing, and helping others make profitable investments
• Able to multi-task and meet constant deadlines
• Candidates without working experience or have less than 2 years of working experience are welcome to apply

• Expertise : Proven leadership in SAP Global Template Design & Build (not just rollout) and S/4HANA
• SAP Finance : Advanced knowledge and hands-on implementation experience across multiple SAP Finance modules
• SAP Tax : Strong track record of having implemented SAP Tax for multiple countries, including integration with SD, MM, and Document and Reporting Compliance (DRC)
• Preferred additional Skills : FSCM (Credit, Dispute, Collection Management), ICMR, AFC
• Soft Skills : Excellent documentation abilities and strong presentation skills

The Prequisite:

• At least 10 - 15 years of relevant work experience in SAP Finance. Preferably in client-facing roles within estalished Consulting firms
• Bachelor’s or Master’s degree in Accounting, Computer Science, Finance, or a related field
• Involved in full implementation cycles for SAP Finance project.
• Good configuration knowledge in SAP functional modules and Finance Accounting is a must.
• Possess excellent verbal, written and presentation skills;
• Self-driven, detail-orientation
• Ability to work collaboratively and productively with globally dispersed teams
• Ability to manage ambiguity, yet producing tangible results
• Ability to effectively manage challenging situations without loss of focus when under pressure

We are seeking motivated and dynamic individuals to join our new business unit. This role is ideal for individuals who are passionate about personal growth through building a career in the finance industry. We are seeking multiple associates for an investment consultant position. The programme is designed to equip candidates to explore opportunities in the financial industry, specialising in investment.

Candidates will undergo a comprehensive skills training programme, where they will receive job-specific training and gain a fundamental understanding of the investment product industry. As part of their career development, they will also be placed on training programmes focused in helping them succeed in this career and towards the managerial path.

Continuous on-the-job training is in place to support you You will be working with leaders and senior team members to understand client needs, provide support, and contribute to overall client satisfaction and business growth.

Comprehensive and professional training will be provided (24 months)

Responsibilities:

- Acquire clients through guaranteed in-house generative leads and guided leads.

- Prepare comprehensive financial reports tailored for high-net-worth clients.

- Develop and propose customized solutions to meet clients' financial and investment needs.

- Present clients' overall financial portfolios to support long term financial goals planning

- Maintain and review financial portfolios to foster long-term customer relationships.

Job Requirements:

- Qualifications: Applicants must have completed an "A" Level, a Local diploma, or a Bachelor's Degree in any field.

- Skills and Attributes: - Exceptional communication and interpersonal skills.

- Proven ability to engage positively with clients and colleagues.

- Genuine enthusiasm and interest in investment and financial concepts.

- Experience: - Previous experience in banking or the financial sector is advantageous but not mandatory

Perks & Benefits

• Competitive starting salary

• Annual Leave – Leave entitlement to support work-life balance

• Flexible Benefits – A Customizable benefits package to suit individual needs

• Competitive Performance Bonus – Rewarding contributions and achievements

• Professional Development – Opportunities for career growth, training, and career development

• Supportive Work Environment – Collaborative and inclusive culture that values teamwork and innovation

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

Your Profile will be kept in our database for more career opportunities.

We wish you all the best in your job search.

EA personnel: Ong Ping Tiong

EA personnel Reg No: R25127323

EA License No: 24C2562