708 Financial Planning Advisor jobs in Singapore

Accounting Support Professional

You will play a crucial role in delivering exceptional accounting services to our clients across various industries.

Main Responsibilities:

• Plan and execute accounting tasks for assigned clients, ensuring timely delivery of services.
• Collaborate with client management personnel to provide accounting information and offer advice to support their business decision-making.
• Coach and develop junior team members, providing feedback and working together on bigger projects to expedite service delivery.
• Meet with clients to identify opportunities for service improvement and develop new clientele.

Required Skills:

• Strong analytical skills.
• Effective communication and interpersonal skills.
• Attention to detail and ability to work systematically.
• Commitment to teamwork and strong collaboration skills.

Technical Requirements:

• Familiarity with routine accounting processes.
• Knowledge of accounting principles, GST, income tax reporting requirements, and ACRA regulations.
• Proficiency in Excel, including use of functions and pivot tables.
• Adaptability to various accounting software and technological tools.

Benefits:

• The opportunity to work with a diverse range of clients.
• The chance to develop your skills and expertise in accounting.
• A supportive and collaborative team environment.

Financial Services Professional Job Summary

This senior banking role involves working closely with retail customers to provide personalized financial planning and advice, helping them achieve their goals. Key responsibilities include providing high-quality service, identifying suitable banking solutions, and adhering to regulatory requirements.

Main Responsibilities

• Deliver exceptional customer service, offering expert advice on personal banking and financial products.
• Engage with customers through various touch points, including branch banking, tele-appointments, and outreach programs.
• Develop and recommend customized financial plans to meet clients' needs.
• Stay up-to-date on banking regulations and ensure compliance.
• Demonstrate a deep understanding of the company's values and deliver service standards accordingly.
• Achieve targets set by management, driving business growth and excellence.
• Pursue additional duties assigned by the Branch in Charge.

Requirements

• Possess a Diploma/Degree in any discipline or equivalent experience.

Skills We're Looking For

• Wealth Management
• Excellent Communication Skills
• Financial Planning
• Interpersonal Skills
• Investments
• Wealth
• Private Banking
• Banking
• Team Player
• Regulatory Requirements
• Customer Service
• Branch Banking

We are seeking a seasoned Audit Partner to lead our team of financial services experts. As an experienced leader, you will drive the growth and success of our audit practice focused on banking and insurance clients.

Job Title: Financial Services Professional

Key Responsibilities:

1. Financial Transaction Management :
• Process and reconcile incoming collections and outgoing payments.
• Ensure timely billing and collections from clients/customers.
• Verify and process vendor invoices and payments, and record in accounting software.
• Manage accounts payable and accounts receivable, ensuring timely payments and collections.
• Reconcile accounts and resolve discrepancies in a timely manner.
• General Ledger Management :
• Maintain the general ledger and ensure accurate coding of all transactions.
• Post journal entries and assist in month-end closing activities.
• Assist in preparing financial statements by ensuring accurate and timely recording of financial transactions.

Required Skills & Qualifications:

Key Competencies:

1. Accounts Payable
2. Regulatory Compliance
3. Cash Flow Management
4. Journal Entries
5. Financial Transactions
6. Internal Controls
7. Accounts Receivable
8. Vendor Management
9. General Ledger
10. Financial Statements
11. Tax Compliance
12. Accounting Standards
13. Audit
14. Financial Reporting

Benefits:

This role offers an exciting opportunity to work in a dynamic environment, with opportunities for professional growth and development.

Others:

We are committed to providing a supportive and inclusive workplace culture.

We are seeking a diligent and analytical Audit Professional to assist in planning, executing, and finalizing audit engagements.

The successful candidate will be responsible for performing risk assessments, substantive testing, and analytical reviews to verify financial records, transactions, and internal controls for accuracy and compliance.

• Audit Execution: Assist senior team members in planning, executing, and finalizing audit engagements under their supervision.
• Compliance & Reporting: Ensure audits comply with regulatory requirements and prepare audit working papers, financial statements, and reports.
• Client Engagement: Liaise with clients to obtain necessary documentation and resolve queries while maintaining professional and ethical standards.
• Continuous Learning: Stay updated on changes in auditing standards, tax laws, and compliance requirements to provide expert advice to clients.

• ACCA/Degree in Accountancy or equivalents
• Able to work both independently and as a team member
• Good communication, interpersonal, and writing skills
• Proficient in Microsoft Office
• Knowledge of other software like Caseware, Python, and UiPath is an advantage

• Microsoft Office
• Auditing Standards
• Tax
• Internal Controls
• Accounting
• Compliance
• Financial Statements
• Python

We are a leading corporate services firm with a strong presence in Singapore, Malaysia, and Hong Kong.

The Financial Services Coordinator is a pivotal role within an organization, responsible for managing and overseeing the financial aspects of shipment-related cost entries. This involves utilizing internal systems to efficiently process and approve these transactions.

Key responsibilities include issuing timely and accurate customer invoices, creating and distributing monthly billing summaries to clients, and validating invoice accuracy to ensure seamless financial operations.

This critical position requires meticulous attention to detail and strong organizational skills, enabling the coordinator to effectively handle multiple tasks simultaneously and maintain high-quality results.

• Coordinate and manage shipment-related financial activities using internal systems
• Issue and track customer invoices in a timely manner
• Prepare and distribute regular billing reports to clients
• Validate and address any discrepancies or inconsistencies in invoicing
• Manage and resolve customer billing inquiries efficiently
• Collaborate with cross-functional teams to verify data integrity and ensure financial accuracy

We are seeking a dynamic and results-driven professional to fill the position of Wealth Manager.

About the Role:

• Develop and execute strategic plans to expand our client base and strengthen existing relationships.
• Build long-term partnerships with key clients by understanding their needs and delivering customized solutions.
• Analyse sales data and market trends to identify new opportunities and improve business processes.
• Contribute to the development of sales policies, procedures, and training programs to drive growth and improvement.

Requirements:

• Local Diploma, Bachelor's, or Master's degree
• Age 21 years old and above
• Strong communication and presentation skills
• Self-driven, dedicated, and motivated individual
• No prior experience necessary
• Open to Singaporeans and Singapore Permanent Residents only

What We Offer:

• Competitive basic pay with commission bonus
• Ongoing mentorship and career coaching
• Rapid career progression and leadership opportunities
• Monthly rewards and recognition program
• Incentive overseas trips for team members

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.