156 Financial Acumen jobs in Singapore

Job Title: Senior Financial Strategist

Job Description:

Delivering high-quality accounting services is a key role in this position.

• Regular bookkeeping and accounting services, including taxation work, quarterly GST, and payroll services are performed for external clients.
• Financial statements are prepared according to Financial Reporting Standards (FRSs).
• Clients' cashflow monitoring processes are streamlined.
• Internal process consultancy and backoffice software consultancy are provided to clients.
• Junior consultants' work is reviewed for accuracy and reasonableness.
• MYOB and other backoffice software trainings and IT consultancy are conducted for clients.
• Statutory deadlines are managed internally and for company's clients.

• A Diploma or degree in Accountancy, Finance, or professional accounting qualifications such as ACCA is required.
• At least 1 year of relevant experience in an accounting firm is needed.
• Proven exposure to managing full sets of accounts or equivalent experience in a related industry is necessary.
• Proficiency in using accounting software such as QuickBooks, MYOB, or Xero is expected.
• A working knowledge of MS Office & MS Excel is required.

This role offers opportunities for career growth and development in the field of accounting.

This position requires a strong understanding of accounting principles and practices. It is ideal for individuals who are passionate about delivering high-quality services and making a positive impact in their work.

Deliver high-quality financial support to businesses, ensuring seamless operations and objectives alignment.

Are you a detail-oriented accounting professional looking for a new challenge?

We are seeking an experienced Fund Accountant Manager to join our team. The successful candidate will be responsible for delivering seamless fund administration services to asset and fund managers of private equity funds.

• Prepare and process transactions and other fund accounting output for review.

• Provide support to respond to client and investor queries.

• Prepare/review fee calculations (management fees, capital call amounts, distribution amounts, carried interest and waterfall) and verify that calculations are in accordance with the applicable fund terms.

• Prepare/review various statements and notices including but not limited to investor capital call and distribution notices.Prepare ad-hoc requests regarding fund and investor specific reports as well as analysis.Prepare fund's quarterly and annual financial reports.

• Prepare/review SPV accounting.

• Understand and assist clients with other reporting, such as CRS/FATCA, VAT, K1s, K3s etc.

• Assist clients to address and resolve audit inquiries from external auditors during year-end audit.Participate in pre-project stage discussion with the clients and to define more detailed services model for specific clients as required.

• Assist the onboarding of existing funds and the launch of new funds.

• Participate in internal as well as external technology solutions to address complex reporting and data requirements of clients.

To be successful in this role, you should have:

• A Bachelor's degree in Accounting or Commerce or Finance or a related degree with a major in Accounting.

• An internationally recognized accounting qualification or undertaking of such professional qualifications such as CPA, CA is highly regarded.

• Minimum of 6 years of experience in accounting with a specialty in private equity, or a combination of audit/fund administration and private equity funds experience is highly regarded.

• Knowledge of different accounting standards (IFRS, USGAAP).

This role offers the opportunity to work with a dynamic team and contribute to the success of our organization. You will have the chance to develop your skills and knowledge, and take on new challenges in a fast-paced environment.

We are looking for someone who is able to work under pressure, multitask, and enjoy working in a fast-paced environment. If you are a strong communicator, a team player, and have excellent organizational and time management skills, we would like to hear from you.

Key Responsibilities

• Client Relationship Management: Build and maintain long-term relationships with individual and corporate clients, understanding their needs and financial objectives.
• Portfolio Management: Learn to manage and monitor investment portfolios, from analyzing client profiles to making recommendations for financial instruments like equities, bonds, and derivatives.
• Market Analysis: Study and analyze financial markets, investment funds, and economic conditions to identify investment opportunities.
• Financial Solution Development: Help create personalized investment solutions to meet client needs, including areas like wealth preservation, estate planning, and risk management.
• Sales and Business Development: Develop sales and advisory skills through client interactions and participate in events to expand the client network.
• Support and Research: Provide support to senior wealth advisors, assist with research, prepare performance summaries, and track market data.

Key Skills and Qualifications

• Communication and Interpersonal Skills: Excellent ability to build rapport with clients and communicate complex financial information clearly.
• Analytical Skills: Strong aptitude for analyzing financial markets, investment products, and client needs.
• Drives and Ambition: A self-motivated, ambitious individual with a strong drive to learn and succeed in the finance industry.
• Adaptability and Willingness to Learn: Eagerness to acquire new knowledge and skills through training and on-the-job experience.

Training and Development

• Mentorship: Receive guidance and support from experienced wealth advisors.
• Formal Training: Participate in in-house and external training programs by fund houses to learn about investment products, financial planning, and client management.
• Professional Development: Engage in communication, leadership, and personal development courses to foster career growth.

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.

Join Our Team as an Investment Management Trainee—Empower Clients, Build Your Future

Location: Singapore | Full-Time | Attractive Allowance + Commission & Bonuses

Are you passionate about helping people achieve financial freedom? Do you thrive in a dynamic environment where your expertise makes a real impact? If so, we want YOU on our team

Why Join Us?

Uncapped Earning Potential: Allowance + lucrative commission structure

Growth & Development: Ongoing training and career advancement opportunities

Supportive Team Culture: Work with industry experts in a collaborative environment

Flexible Work Arrangements: Hybrid options available

Your Role

As a Investment Management Trainee, you will:

Provide expert financial advice tailored to client goals

Develop and maintain long-term client relationships

Analyze financial situations and recommend strategies for wealth growth, retirement planning, and risk management

Stay ahead of market trends and financial products to provide the best solutions

Who You Are

Driven and results-oriented

Excellent communicator and relationship builder

A problem solver who thrives in a fast-paced environment

Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent (CFP, CFA, or equivalent is a plus)

Aspires to be an entrepreneur and has the ambition to succeed

Perks & Benefits

Competitive compensation package + commission + bonuses + incentive trips. (depending on individual and team performance)

Personal development plans. Designed with considerations of your individual strengths and business needs.

Mentorship from top professionals

Fast career track into management role.

Comprehensive training program on financial skills and concepts.

Ready to take the next step? Apply today and start shaping your clients' futures—while securing your own

Key Responsibilities

• Client Relationship Management:Build and maintain long-term relationships with individual and corporate clients, understanding their needs and financial objectives.
• Portfolio Management:Learn to manage and monitor investment portfolios, from analyzing client profiles to making recommendations for financial instruments like equities, bonds, and derivatives.
• Market Analysis:Study and analyze financial markets, investment funds, and economic conditions to identify investment opportunities.
• Financial Solution Development:Help create personalized investment solutions to meet client needs, including areas like wealth preservation, estate planning, and risk management.
• Sales and Business Development:Develop sales and advisory skills through client interactions and participate in events to expand the client network.
• Support and Research:Provide support to senior wealth advisors, assist with research, prepare performance summaries, and track market data.

Key Skills and Qualifications

• Communication and Interpersonal Skills:Excellent ability to build rapport with clients and communicate complex financial information clearly.
• Analytical Skills:Strong aptitude for analyzing financial markets, investment products, and client needs.
• Drives and Ambition:A self-motivated, ambitious individual with a strong drive to learn and succeed in the finance industry.
• Adaptability and Willingness to Learn:Eagerness to acquire new knowledge and skills through training and on-the-job experience.

Training and Development

• Mentorship: Receive guidance and support from experienced wealth advisors.
• Formal Training: Participate in in-house and external training programs by fund houses to learn about investment products, financial planning, and client management.
• Professional Development: Engage in communication, leadership, and personal development courses to foster career growth.