110 Financial Planning jobs in Singapore

Wealth Management Specialist

Singapore, Singapore beBeeWealth

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Job Description

Job Overview

Job Title: Wealth Strategist
  • Lead a team of professionals in creating comprehensive financial plans tailored to the unique needs of Ultra High-Net-Worth (UHNW) clients.

As a seasoned wealth strategist, you will be responsible for developing and executing bespoke wealth management strategies that address the complex financial goals and philanthropic ambitions of UHNW individuals and families.

Cultivate long-term relationships with UHNW clients by delivering exceptional service, providing insightful financial guidance, and staying abreast of market trends and regulatory changes.

Collaborate closely with our investment team to offer curated investment opportunities that align with clients' financial objectives.

Work collaboratively with internal teams, including tax and legal experts, to deliver comprehensive wealth and philanthropic planning services.

Manage and expand a portfolio of UHNW clients, focusing on building strong relationships and driving revenue growth.

Key Responsibilities
  • Develop customized philanthropic strategies that reflect clients' values and ambitions.
  • Create comprehensive financial plans that include investment strategies, risk management, and estate planning.
  • Facilitate the transfer of an existing book of business to the firm, ensuring a smooth transition for clients.
  • Maintain deep knowledge of financial markets, tax regulations, and relevant legal matters.
  • Keep abreast of philanthropic trends and advise clients on socially responsible investments and impactful giving.
Required Skills and Qualifications
  • Minimum 5+ years of experience in wealth management, financial planning, or private banking with UHNW clients.
  • Strong expertise in philanthropic advisory and charitable giving strategies.
  • A solid, transferable client base with UHNW clients.
  • Proven ability to develop and execute customized financial and philanthropic plans.
  • Excellent understanding of estate planning, tax optimization, and investment strategies.
  • Ability to maintain and grow strong relationships with UHNW individuals and their families.
  • Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), or equivalent qualifications.
  • Exceptional interpersonal and communication skills with a high level of integrity.
What We Offer
  • Competitive remuneration package with performance-based incentives.
  • Access to an exclusive network of UHNW clients and philanthropic platforms.
  • Opportunities for professional growth within a dynamic, high-performing team.
  • Support from a dedicated team of experts in tax, legal, and philanthropic advisory.
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Financial Planning

Singapore, Singapore STAFFLINK SERVICES PRIVATE LIMITED

Posted today

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Job Description

Roles & Responsibilities

Salary Up to $6.5K | Bonus + AWS

Mon to Friday, 8am-5:30pm

Company Transport Provided

What You Will Do:

  • Monitor & analyze Group and Project cash flows – short-term & long-term.
  • Develop accurate cash flow forecasts & financial models.
  • Manage working capital & improve cash conversion cycles.
  • Provide scenario analysis to assess business conditions.
  • Collaborate with finance & operations teams to ensure healthy liquidity.
  • Ensure compliance with internal treasury policies.

What We're Looking For:

  • Degree in Finance / Accounting.
  • Strong financial modelling & forecasting skills.
  • Advanced Excel & SAP experience.
  • Minimum 3 years of project cash flow experience.

Interested applicants, please click on "Apply Now" to submit your updated resume.

We regret to inform that only shortlisted candidates will be notified.

Stafflink Services Pte Ltd

EA Licence No.: 04C4294

EA Personnel: Chew Hong Huang

EA Personnel Reg. No.: R24124128

Tell employers what skills you have

Forecasting
Microsoft PowerPoint
Budgets
Treasury
Microsoft Excel
Financial Planning
Advanced Excel
Economics
SAP
Accounting
Financial Modelling
Financial Analysis
Budgeting
Capital
Cash Flow
Financial Reporting
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Financial Planning

Singapore, Singapore DURAPOWER TECHNOLOGY (SINGAPORE) PTE. LTD.

Posted today

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Job Description

Roles & Responsibilities

Durapower is 15 years in operations and is company identified by Enterprise Singapore to scale up for growth as well. We have projects in Netherlands, Singapore, Thailand and Southeast Asia regions, production is in China as a manufacturing plant. There is no manufacturing here, but we have R&D team here liaising with China as well to execute trade of cells, battery modular systems packs enabling Green industry applications. Our expansion is also enhanced by the stakes and investment in us through Banpu Next (Banpu Group) which is listed on the Thailand Stock Exchange.

You may refer to the news here:

Video by Management on Durapower:

Job Title: Financial Planning & Analysis (FP&A) Analyst

Job Responsibilities:

  • Develop and maintain financial models and forecasts specifically tailored to the battery technology industry.
  • Analyse financial performance and market trends within the energy storage sector to support strategic decision-making at Durapower.
  • Prepare comprehensive financial reports, focusing on key performance indicators relevant to the battery technology market.
  • Collaborate closely with R&D, sales, and marketing teams to develop budgets and forecasts for product development and market expansion.
  • Conduct detailed variance analysis to evaluate actual performance against industry-specific budgets and forecasts.
  • Support in assessing the financial feasibility of new product innovations and market expansion strategies within the energy storage sector.
  • Present insightful financial analyses to senior management to facilitate data-driven decisions in line with Durapower's market objectives.

Requirements:

  • Bachelor's Degree in Finance, Economics, or a related field
  • Proven track record in financial analysis and planning ideally within energy storage or renewable energy industry; other sectors with similar projects related to sales targets, project tracking and revenue recognition may be ideal.
  • Proficiency in financial modelling tools and data analysis relevant to the battery technology sector.
  • Analytical mindset with a focus on market dynamics and financial implications specific to energy storage solutions.
  • Excellent communication and collaboration skills to work effectively across diverse teams within Durapower.
Tell employers what skills you have

Tableau
Forecasting
Budgets
Microsoft Excel
create presentations
Data Analysis
data presentation
Variance Analysis
Group Forecasting
Cost Variance Analysis
Financial Modelling
Investor Relations
Financial Analysis
Group Presentations
Budgeting
Profitability & Variance Analysis
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Financial Planning Expert

Singapore, Singapore beBeeFinancial

Posted today

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Job Description

The role of a Financial Planning Associate involves supporting the Executive Wealth Director in implementing and managing client financial plans.

This position requires strong analytical skills, excellent communication abilities, and a thorough understanding of wealth management principles.

Key responsibilities include sales planning, data analysis, financial modeling, client communication, and administrative tasks.

Roles & Responsibilities:

  • Sales planning and strategies
  • Data gathering and analysis
  • Financial modeling
  • Client communication
  • Administrative tasks

Key Skills & Qualifications:

  • Wealth Management
  • Excellent Communication Skills
  • Microsoft Excel
  • Financial Planning
  • Tax
  • Risk Management
  • Networking
  • Financial Modeling
  • Estate Planning
  • Financial Analysis

Benefits:

  • Hands-on experience in sales and business development
  • Opportunity to learn from experienced professionals
  • Exposure to real-world business scenarios
  • Networking opportunities within the company

Continuous Learning & Professional Development:

  • Stay updated on industry trends and economic policies
  • Pursue relevant certifications
  • Engage in ongoing financial planning education
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Financial Planning Associate

Singapore, Singapore WEALTH ASIA LLP

Posted today

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Job Description

Roles & Responsibilities

The Financial Planning Associate provides support to the Executive Wealth Director in implementation and ongoing management of client financial plans. This role involves sales planning and strategies, achieving sales target, data gathering, analysis and financial modeling, client communication, and administrative tasks, all contributing to delivering exceptional client service and achieving client financial objectives.

Key Responsibilities:

Support Director in sales planning, strategies and achieve sales targets.

Prepare client meetings, including compiling necessary documents, reports, and presentations.

Communicate with clients to gather financial information and provide advisory solutions to their financial needs and objectives.

Follow up with clients to validate data, clarify objectives, and ensure all requests are fulfilled.

Maintain strong, credible relationships with clients.

Conduct in-depth analysis of financial data to identify trends, variances, and areas for improvement.

Assist in research and analysis of investment strategies, financial products, and market trends.

Process new account applications, transfers, deposits/withdrawals, and trades as needed, ensuring accuracy and compliance.

Maintain accurate and organized client records and databases (CRM).

Ensure compliance with all relevant laws, regulations, and company policies.

Assist with special projects to enhance financial planning delivery and firm efficiency.

Continuous Learning and Professional Development:

Stay updated on industry trends, economic policies, and regulatory changes.

Engage in ongoing financial planning education and pursue relevant certifications

Actively participate in team meetings, training sessions, and professional development opportunities.

Benefits:

Hands-on experience in sales, business development and consulting/advisory relating to wealth management.

Opportunity to learn from experienced professionals and receive full guidance.

Exposure to real-world business scenarios.

Networking opportunities within the company.

Hybrid/Flexi/Part-Time Working Environment open for discussion

Pay/Allowance is negotiable upon your intake based on experience.

High allowance + commission.

Full learning experience and guidance provided.

Tell employers what skills you have

Wealth Management
Excellent Communication Skills
Treasury
Investment Strategies
Microsoft Excel
Financial Planning
Tax
Advanced Excel
Risk Management
Networking
Financial Modeling
Estate Planning
Financial Analysis
Retirement Planning
Business Development
Databases
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Financial Planning Lead

Singapore, Singapore beBeeFinancial

Posted today

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Job Description

Job Overview:

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We are seeking a seasoned Finance Manager to lead our financial planning, reporting, and team leadership functions. This role oversees a small finance team and reports directly to the CEO.

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  • Develop strategic budgets, forecasts, and financial models to inform business decisions.
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  • Prepare accurate monthly, quarterly, and annual financial reports in compliance with relevant standards.
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  • Monitor cash flow, optimize working capital, and manage liquidity effectively.
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  • Ensure compliance with accounting standards, tax regulations, and support audit processes.
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  • Implement robust internal controls and drive cost efficiency across departments.
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  • Support the CEO in financial strategy, capital investment decisions, and long-term planning.
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  • Lead and mentor the finance team, ensuring high standards of performance and continuous improvement.
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  • Present clear financial insights and performance to internal and external stakeholders.
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  • Minimum degree in Accounting, Finance, or Business
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  • CPA or equivalent professional certification preferred
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  • Minimum 3-5 years of relevant experience in financial management
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Financial Planning Specialist

Singapore, Singapore beBeeFinance

Posted today

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Job Description

Job Summary

">Senior Finance Associate Executive ">

The role of the Senior Finance Associate is to provide financial support and guidance to the organization. The successful candidate will be responsible for preparing financial reports, budgeting, and forecasting.

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This position requires strong analytical skills, attention to detail, and excellent communication skills. The ideal candidate should have a strong understanding of finance principles and practices.

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Key Responsibilities:

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  • Prepare financial reports, including balance sheets, income statements, and cash flow statements.
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  • Assist in the preparation of budgets and forecasts.
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  • Perform financial analysis and provide recommendations to management.
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  • Liaise with external auditors and ensure compliance with regulatory requirements.
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  • Monitor and manage accounts payable and accounts receivable.
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Requirements:

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  • Min Diploma/Degree in Finance/Accountancy or similar.
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  • Strong analytical and problem-solving skills.
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  • Excellent communication and interpersonal skills.
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  • Ability to work well under pressure and meet deadlines.
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  • Proficient in Microsoft Office, particularly Excel.
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Work Environment:

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Monday to Friday office hours.

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This role is ideal for individuals who enjoy working in a dynamic environment and have strong finance skills.

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Financial Planning Associate

Singapore, Singapore SUPERHERO PRODUCTIONS

Posted today

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Job Description

Roles & Responsibilities

Join us to help individuals plan their financial future, while building a career of your own.

Ideal for those who enjoy people-focused work and want to learn while earning.

What We Offer:

  • Remote work with flexible schedule
  • Base pay + commission (uncapped potential)
  • Full training + MAS licensing support
  • Career progression in a growing advisory team

Requirements:

  • Age 21+
  • Singaporean / PR
  • A-Level, Diploma, or Degree

No finance background required, just a drive to learn and grow.

Tell employers what skills you have

Lead Generation
Licensing
Sales Presentations
Sales
Product Marketing
Ability To Work Independently
Selling
Sales Process
Strategy
Customer Relations
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Financial Planning Analyst

Singapore, Singapore SECURITY & RISK SOLUTIONS PTE. LTD.

Posted today

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Job Description

Roles & Responsibilities

Position Overview - Security & Risk Solutions Pte Ltd is seeking a highly analytical and business-savvy FP&A Analyst / Senior FP&A Analyst to join our Finance team. This role functions as a key Finance Business Partner, supporting senior management and operational leaders through robust financial analysis, strategic insights, and forward-looking recommendations.

The successful candidate will possess a strong command of numbers, a proactive mindset for process improvement, and the ability to interpret financial data into actionable business direction. This is a critical role that sits at the intersection of finance and operations, reporting directly to the Chief Financial Officer (CFO).

Key Responsibilities

Financial Planning & Analysis

  • Develop and maintain dynamic financial models, including scenario planning and simulations, to support strategic decision-making.
  • Prepare and review rate cards, cost structures, and profitability assessments in collaboration with business units.
  • Conduct thorough cost analysis to ensure commercial viability and margin sustainability across contracts and services.

Business Partnering & Commercial Insights

  • Act as a strategic finance partner to Operations and other key departments, providing clear and timely insights that support business objectives.
  • Maintain a strong pulse on ground-level operations and market developments to ensure financial strategies remain aligned with real-world challenges.
  • Identify and flag emerging loss leaders, providing recommendations to mitigate exposure and improve performance.
  • Ability to collaborate effectively with the internal finance team to ensure alignment, consistency, and teamwork across financial functions.

Budgeting, Forecasting & Reporting

  • Lead or support the company's annual budgeting and rolling forecasting processes.
  • Track and analyse actual performance against budgets, providing meaningful variance analysis and commentary.
  • Prepare monthly management reports and dashboards that highlight key performance indicators and financial trends.

Tools, Systems & Process Improvement

  • Use Oracle NetSuite to extract, analyse, and report on financial and operational data.
  • Build and enhance Excel-based models and tools to improve forecast accuracy and scenario analysis.
  • Proactively seek opportunities to improve internal processes, reporting efficiency, and tool utilisation, with a focus on automation and digital finance capabilities.

Candidate Profile

Qualifications & Experience

Bachelor's degree in Finance, Accounting, Economics, or a related field.

4 to 8 years of experience in FP&A, commercial finance, or financial business partnering.

Prior exposure to manpower-intensive, operationally complex industries is advantageous.

Strong Excel modelling skills and experience working with ERP systems such as Oracle NetSuite.

Key Competencies

Highly analytical with excellent attention to detail – a superpower in numbers.

Strong business acumen and the ability to translate financial data into operational insights.

Effective communicator with the confidence to influence cross-functional stakeholders.

Self-driven and capable of working independently while being an effective team player.

Continuous improvement mindset with a passion for digital tools and process optimisation.

Tell employers what skills you have

Forecasting
Budgets
Oracle
Process Improvement
Financial Planning
ERP
Business Acumen
Business Partnering
Variance Analysis
Economics
Accounting
Attention to Detail
Process Optimisation
Financial Analysis
Budgeting
Simulations
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Financial Planning Analyst

Singapore, Singapore beBeeFinancial

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Job Description

Job Summary
We are seeking a highly motivated and people-focused individual to join our organization as a Financial Planning Associate. This role is ideal for those who enjoy working with others and want to learn while earning. Key Responsibilities:
  • Assist in financial planning and analysis
  • Develop and implement financial models
  • Provide exceptional customer service
Requirements:
  • Bachelor's degree in Finance or related field
  • Proven analytical skills
  • Strong communication skills
Benefits:
  • Competitive salary
  • Ongoing training and development opportunities
  • A supportive and dynamic work environment
About Us:
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Financial Planning Specialist

Singapore, Singapore beBeeBudgetManager

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Job Description

Job Overview

This role involves strategic planning and budget management to ensure effective implementation of organizational goals. The ideal candidate will possess strong analytical skills, ability to collaborate with teams, and a holistic understanding of budget planning.

  • Fundamental Responsibilities:
  • Strategic Resource Allocation
    • Support the development, execution, and allocation of budgets for various funding sources;
    • Collaborate in the annual budget exercise and mid-year budget reviews;
    • Analyze organizational training data;
    • Predict and refine the organization's budget forecast;
    • Prepare annual budget proposals with macro-analysis of the organization's budget requirements;
    • Evaluate and implement budget planning tools and processes;
    • Assist in reviewing the organization's multi-year budget plan;
  • Stakeholder Engagement & Policy Development
    • Liaise and manage interactions with internal and external stakeholders on budgetary matters;
    • Develop and lead in reviewing policies related to budget management;
    • Demonstrate a comprehensive understanding of key issues pertaining to budget planning and budgetary policies;

    The successful candidate will have excellent critical thinking and communication skills, as well as the ability to work effectively in a team environment.

    We are seeking individuals who can contribute their expertise to drive the organization forward.

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