714 Financial Planning Advisor jobs in Singapore

Job Title: Financial Services Coordinator

We are seeking a highly organized and detail-oriented individual to join our team as a Financial Services Coordinator. This is a full-time position that requires excellent communication skills, the ability to multitask, and a strong understanding of financial procedures.

Responsibilities:

• Process loan applications from start to finish, ensuring all necessary information and documents are collected and submitted to banks and financial institutions in a timely manner.

• Conduct credit searches on customers, gather all required documents, and submit them for loan approval.

• Arrange meetings with customers to sign loan agreements and collect signed documents.

• Plan and execute administrative procedures throughout the entire loan process until disbursement.

• Perform other administrative duties as assigned.

Requirements:

• Proficient in English language.

• Excellent MS Excel and Word skills.

• Able to multitask and prioritize tasks effectively.

• Meticulous and detail-oriented.

Working Details:

This is a 5-day per week position, working Monday to Friday, from 9am to 6pm.

Tell Employers What Skills You Have:

• Microsoft PowerPoint

• Microsoft Office

• Interpersonal Skills

• Invoicing

• Administration

• Data Entry

• Office Administration

• Administrative Support

• Excel

• Team Player

• Able To Work Independently

Our client, an international insurance company is looking for highly driven sales professional to join their team.

Key Responsibilities:

• Stationed in bank branch to provide financial solutions to customers
• Establish customers' financial goals
• Determine their current financial situations to identify any shortfalls
• Develop wealth management strategies to plan for their future
• Customize solutions for individual needs and regularly review financial plans
• Be a financial solutions provider who provides affordable solutions and options to help customers achieve their financial goals
• Act as financial coach to provide guidance on saving

The ideal candidate will possess the following:

• Degree/Diploma in Business relevant fields of studies
• Exhibit ability to deliver effective communication and good interpersonal skills
• Possess strong leadership qualities and a mind towards excellence
• Analytical and strong problem-solving abilities
• Dynamic individual who strives in fast moving environment

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to Only shortlisted candidates will be notified.

Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.

On behalf of one of its clients, the French Chamber of Commerce is looking for a Financial Services Consultant

Our client is a dynamic, forward-thinking financial services team committed to helping individuals and families achieve financial clarity, stability, and growth. As part of a fast-growing network backed by a reputable financial institution, they empower professionals to build meaningful careers with flexibility, strong mentorship, and uncapped income potential.

As a Financial Services Consultant, you'll:

• Engage and build long-term relationships with clients to understand their financial goals, concerns, and aspirations

• Provide sound financial advice and tailor strategies across areas such as Wealth Protection, wealth accumulation, and wealth distribution/ legacy building

• Design personalized financial portfolios that evolve with clients through different life stages

• Leverage digital tools and insights to deliver impactful, data-driven recommendations

• Maintain up-to-date knowledge of financial products, market trends, and regulatory requirements

• Participate in regular training, mentorship, and business development opportunities to sharpen your expertise and expand your reach

• Driven and self-motivated, with an entrepreneurial spirit

• Excellent communicators who can connect with people from all walks of life

• Strong in ethics, with a genuine desire to help others

• Open to learning and personal development

• Prior experience in sales, marketing, finance, education or client advisory is a bonus, but not required

• A proven platform to grow your uncapped income through performance-based rewards

• Flexible working hours and autonomy over your schedule

• Supportive mentorship and structured training

• Clear career progression into leadership or specialist roles

• A meaningful career that makes a lasting impact in people's lives

Job Title: Financial Services Manager

We are seeking an experienced financial services professional to manage client relationships, reconcile accounts, and prepare financial reports.

• Manage client relationships, including onboarding and account setup.
• Reconcile client accounts, including invoicing and payment collection.
• Prepare and send monthly statements to clients.

• Prepare and review financial reports, including balance sheets and income statements.
• Ensure accurate and timely preparation of financial reports.

• Reconcile client accounts, including checking and savings accounts.
• Resolve any discrepancies or issues with client accounts.

Key Responsibilities:

• Manage multiple client relationships simultaneously.
• Meet deadlines for financial reporting and account reconciliation.

Requirements:

• Diploma or degree in finance or accounting.
• Experience in financial services, including account management and financial reporting.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.

Preferred Skills:

• 3+ years of experience in financial services.
• Advanced knowledge of financial software and systems.

Job Title: Financial Services Officer

Contract Duration: 1 year

• Support loan disbursement by collaborating with the Hire Purchase Department
• Handle documentation and reports related to financial transactions
• Perform data entry tasks efficiently
• Liaise with internal and external business partners to facilitate communication
• Carry out other duties and ad-hoc tasks as assigned

• Excellent administrative skills, including Microsoft Office and Excel proficiency
• Strong interpersonal skills for effective collaboration
• Ability to work independently and as part of a team
• Good scheduling and time management skills

Benefits:

• Opportunity to gain valuable experience in the finance industry
• Chance to develop strong relationships with internal and external stakeholders
• Enhanced skills in data entry, documentation, and report generation

Additional Information:

CEI Reg. No.: R23113787

EA License No.: 99C4599

Shortlisted candidates will be notified.

Business Operations Specialist

We are seeking a reliable, detail-oriented and organized individual to join us as Business Operations Specialist. This is a part-time hybrid role, suitable for someone looking for flexible hours while gaining exposure to the financial services industry.

The ideal candidate will handle administrative tasks and client servicing matters, assist in insurance claims submissions and follow-ups, manage and update client database and records, track and follow up on late premium payments, coordinate and send out client gifts / cards for special occasions, support in preparing materials or logistics for events / meetings, perform ad hoc admin or operational tasks as required.

• Meticulous and organized
• Responsive and responsible
• Good communication skills
• Comfortable with spreadsheets and admin systems
• Able to manage multiple small tasks independently

This role requires approximately 20 hours of work per month, with 10 hours in-office and 10 hours flexible/adhoc. If you're someone who takes pride in efficient execution and loves making things run smoothly, we'd love to hear from you.

• Meticulous and organized

• Responsive and responsible

• Good communication skills

• Comfortable with spreadsheets and admin systems

• Able to manage multiple small tasks independently

This role offers a unique opportunity to gain exposure to the financial services industry while working in a flexible and supportive environment.

As a Business Operations Specialist, you will have the opportunity to develop your skills and knowledge in administration, customer service, and data management.

Our team is committed to providing exceptional support to our clients, and we are seeking individuals who share this commitment.

The successful candidate will be responsible for delivering exceptional client service to a dedicated group of investors.

The role will cover all aspects of wealth management and private client relationships, incorporating transaction execution, investment analysis, and other client services.

• Supporting Client Advisers in providing excellent service to high net worth clients & investors, maintaining a high standard of service quality in all work and output
• A strong understanding of complex client requirements, acting as the clients' key interface in direct interactions and communication
• Partnering with Client, Business Support, and Third-Party Service Providers to ensure smooth and prompt transaction processing & service delivery of client requirements
• Providing market updates to clients, preparing client statements and reports related to the portfolio, as well as specific product performance
• Receiving and executing trade orders in a timely and accurate manner through to settlement
• Preparing investment reviews and periodic portfolio reviews, which include portfolio rebalancing and asset allocation calibration
• Responsible for the operation and maintenance of in-house funds
• Initiating account openings and ensuring completion of all initial and ongoing documentation requirements
• Performing Periodic due diligence and ensuring relevancy of clients' documentations
• Responsible for proper maintenance of CRM system, working closely with external provider on troubleshooting and system improvements
• Adhering to regulatory requirements and achieving compliance standards at all times

Pursuing this position requires:

Strong analytical, written and spoken English skills

Mandarin language skills are a plus

Sound knowledge of banking products and services including investment products such as mutual funds, equities, bonds, ETF's and treasury products

Proficiency with financial tools such as Bloomberg and Microsoft Excel required

Knowledge in VBA and other programming languages such as SQL preferred

Relevant banking &/or finance qualifications will be highly regarded

All necessary qualifications as required by the MAS must be acquired within a 6month period from commencement of employment

We are seeking an experienced Financial Services Professional to join our team.

As a key member of our financial operations, you will be responsible for managing financial transactions, preparing financial statements, and ensuring compliance with accounting standards.

Key Responsibilities:

• Prepare GST statements, inventory updates, and monthly dashboards
• Manage accounts payable, accounts receivable, and project billing formats
• Proficient in ERP systems, Excel, and electronic declaration platforms

Requirements:

• Accounting experience and education
• Ability to work independently with minimal supervision
• Good communication skills and interpersonal skills

Work Environment:

• Office setting with standard working hours (9:00am-6:00pm, Monday-Friday)
• 7 days of annual leave (1 additional day for each full year of service) and normal sick leave and public holidays
• Bonus available

Skills and Qualifications:

• Accounts Payable
• Microsoft Office
• Microsoft Excel
• Interpersonal Skills
• Tax
• Inventory
• ERP
• Administration
• Accounting
• Financial Statements
• Team Player
• Audit

Job Title: Financial Service Representative

• Handle cash and cheque deposits, withdrawals, draft applications, loan payments, and other financial transactions
• Process foreign currency and traveller's cheques, verify authenticity and accuracy
• Receive cash and cheques for remittance overseas or to other banks, verifying amounts and checking accuracy of remittance slips
• Register new customers and set up new accounts for them
• Perform daily balancing of cash and cheques accurately
• Perform GL entries and balancing
• Filing and batching transaction entries
• Explain and promote the Bank's products and services to customers
• Effectively address customer service issues and escalate to appropriate person promptly
• Identify opportunities for improvement and provide feedback to Branch Manager
• Aware of all KYC/CDD procedures and AML guidelines
• Support technology initiatives to promote customer convenience and service excellence

Customer Service Skills:

• Act as a service ambassador for the branch, smiling and greeting walk-in customers
• Handle walk-in and phone enquiries
• Making sale referrals to Relationship Managers

Logistics Management:

• Responsible for the upkeep of the branch
• Manage stationery and logistics requisition for the branch
• Maintain sufficient stocks of brochures, flyers, application forms at branch

Requirements:

• Diploma holders and above
• At least 3 years of experience in a similar role
• Experience in cash handling and over the counter banking transactions
• Experience in backroom processing will be an advantage
• An eye for details and able to work with a high degree of accuracy
• Strong presence of mind to handle contingencies
• Strong interpersonal skills
• Operating Hours: Mon to Fri (10am to 5pm); Sat (9.30am to 12.30pm) hours; Sun & PH - Closed