553 Investment Planning jobs in Singapore

Job Title: Financial Services Representative

As a Financial Services Representative, you will play a key role in delivering exceptional customer service and driving sales growth for our banking products and services.

Responsibilities:

• Customer Engagement: Build and maintain strong relationships with customers through proactive communication and problem-solving skills.
• Product Knowledge: Stay up-to-date on the bank's products and services to effectively communicate their features and benefits to customers.
• Sales Targets: Achieve and exceed monthly sales targets by identifying opportunities for revenue generation and collaborating with team members.
• Documentation and Processing: Assist customers in completing necessary documentation for financial transactions while ensuring accuracy and compliance with regulations.
• Compliance: Stay informed about and adhere to all relevant banking/financial regulations and compliance standards.
• Problem Resolution: Address and resolve customer issues and complaints in a timely and effective manner.
• Team Collaboration: Work closely with team members to achieve overall goals and participate in team meetings.

Qualifications:

• Bachelor's degree in business or related field (local diploma or A Levels).
• 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.

As a seasoned Audit Associate, you will be responsible for driving audit engagements from inception to completion.

The role entails conducting thorough financial statement and report preparations, as well as handling assurance and testing work for clients across various industries.

• Audit planning, execution, and reporting
• Preparation of management accounts and financial statements in accordance with international accounting standards
• Tax computations and compliance
• Internal control reviews and special purpose auditing projects

You will be part of a dynamic team, working closely with seniors and managers to deliver high-quality audit services.

We are looking for candidates with strong analytical and problem-solving skills, excellent communication and interpersonal abilities, and proficiency in Microsoft Office and other relevant software.

Our boutique firm is seeking highly motivated accounting professionals to join our dynamic team.

We are looking for individuals who can take ownership of broad accounting services in a fast-paced environment. As an associate, you will be responsible for handling full sets of accounts, managing corporate tax, GST, payroll, and corporate secretarial matters.

• Handle monthly, quarterly, and yearly full sets of accounts
• Manage corporate tax, GST, payroll, and corporate secretarial matters
• Participate in audits engagements

To be successful in this role, you will need:

• Experience handling full or partial sets of accounts
• Strong work ethic with a proactive attitude and eagerness to learn

We offer a good culture, benefits, and learning opportunities that will help you grow professionally.

We are a growing boutique accounting firm providing accounting, taxation, and business advisory services to local and foreign clients.

Job Title: Financial Services Manager

This role is a key position in our organization, responsible for overseeing the overall operations of a financial services branch.

• The successful candidate will be responsible for business management, risk control, transaction processing, and personnel administration.

Key Responsibilities:

1. Business Management: Develop and implement departmental objectives aligned with the organization's strategic goals, optimizing workflows and ensuring regulatory compliance.
2. Risk Control: Maintain effective communication with business units, providing comprehensive support to ensure smooth execution of related operations.
3. Transaction Processing: Advise business lines on critical organizational and human resources issues that impact management efficiency.
4. Personnel Administration: Strive to achieve sales targets assigned by the head office while fostering a service-oriented customer experience.
5. Regulatory Compliance: Ensure all sales activities adhere to internal policies and external regulatory requirements.
6. Staff Development: Strengthen staff management and training programs to continuously improve professional competencies and sales capabilities of financial services advisors.
7. Mortgage Management: Manage new residential mortgage loan applications and provide ongoing service and relationship management for existing mortgage clients.

Requirements:

1. Education: Bachelor's degree or above from a recognized university.
2. Professional Qualifications:
• Passed Module 1B - Rules and Regulations for Dealing in Securities (Non SGX-ST members).
• Passed Module 5 - Rules and Regulations for Financial Advisory Services.
• Passed Module 6 - Securities Product and Analysis.
• Passed Module 6A - Securities and Future Product Knowledge.
• Passed Module 8 - Collective Investment Schemes.
• Passed Module 8A - Collective Investment Schemes II.
• Passed Module 9 - Life Insurance and Investment - Linked Policies.
• Passed Module 9A - Life Insurance and Investment - Linked Policies II.
• Passed Certificate in Health Insurance.
3. Work Experience: Minimum of 8 years of related experience in financial services and management roles.
4. Skills: Strong analytical skills, excellent communication and coordination abilities, proven team management capabilities, solid risk control awareness, and in-depth expertise in related business areas.
5. Language Proficiency: Proficient in both spoken and written English and Chinese so as to communicate and support Chinese speaking customers.

About Us:

We are a leading financial services organization dedicated to providing excellent customer service and innovative solutions.

This role provides financial assistance to site managers, ensuring the efficient management of MCST accounts and fostering strong relationships with clients.

Audit Associate

5 days / 5.5 days(Saturday half day during peak period)
0830am - 1730pm

We are seeking a highly motivated and detail-oriented Audit Associate to join our team.

• Assist in the conduct of audits, reviews, and other assurance engagements.
• Develop an understanding of our clients' business and operations.
• Perform audit tests of controls and substantive procedures.

Job Opportunity:

OxPay SG Pte Limited is a licensed payment institution. Our mission is to become a payment powerhouse in Southeast Asia.

We're excited to invite motivated and qualified individuals to join our dynamic growth journey as a Junior Account Executive. This role offers the opportunity to work in a collaborative environment, interacting with colleagues across various regional offices.

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• Manage settlement processes between the company and its customers or vendors
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• Handle day-to-day accounting functions for our Asia entities
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• Ensure all payments are processed accurately and on time
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• Collaborate with internal departments to meet payment deadlines
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• Investigate and resolve any payment discrepancies or disputes
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• Maintain precise financial records related to settlements
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• Monitor accounts receivable and accounts payable ledgers for Asia entities
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• Perform bank reconciliations
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• Coordinate with overseas teams to meet financial reporting deadlines
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• Ensure timely submission of monthly management and operational reports
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• Support and contribute to annual internal and external audits
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• Stay updated on accounting standards and proactively adopt best practices
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• Handle ad hoc tasks as assigned by the reporting manager
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• Minimum NITEC, Certificate in Accounting, Diploma in Accounting, or a related qualification
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• Candidates with relevant experience in the banking sector, particularly in handling online banking transactions
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• Experience working in cross-functional teams or environments
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• Knowledge of internal control processes and documentation
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• Strong communication skills, with the ability to manage time effectively and work independently
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• Proactive, hands-on approach with the ability to build strong working relationships with internal and external stakeholders
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• Proficient in Microsoft Excel, with solid spreadsheet skills, numerical accuracy, and experience in financial modeling
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• Analytical, detail-oriented, and well-versed in financial processes and concepts
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• Excellent written and spoken English
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• Immediate availability is preferred
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• Singapore Citizens or Permanent Residents only
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• 5-day work week
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The main responsibilities of an audit associate include performing and managing statutory audits, preparing financial statements in accordance with Singapore Financial Reporting Standards, and assisting with ad-hoc projects.

Key Tasks:

• Perform statutory audit assignments and special audit engagements
• Prepare financial statements in accordance with the Singapore Financial Reporting Standards
• Assist in ad-hoc projects/assignments when required
• Ensure timely submission of reports and meeting tight deadlines

Requirements:

• Candidate must possess at least a Bachelor Degree in Finance/Accountancy/Banking or equivalent
• At least 1 year of audit experience
• Able to work independently
• Fast learner and resourceful with good logical and analytical thinking skills
• Good communication and interpersonal skills

As a Loans Professional, you will play a pivotal role in delivering exceptional customer experiences while upholding the highest standards of professionalism.

• Demonstrate proactive and initiative-driven customer service skills to ensure a seamless experience for clients during their appointments.
• Provide clear and concise explanations of contractual terms, products, and details to customers.
• Assist clients with their loan applications, address queries, and elucidate loan procedures via phone calls.
• Contribute to accurate data entry, manage client accounts, and perform administrative duties as needed.

• An entry-level candidate with the right skillset.
• A friendly and positive attitude.
• Excellent communication skills, including proficiency in both English and Mandarin to effectively liaise with Mandarin-speaking clients.

• A highly accessible workplace near public transportation, conveniently located close to the city center.
• Ongoing comprehensive training and professional development opportunities.