400 Retirement Planning jobs in Singapore

We are seeking a highly skilled Financial Services Expert to join our team.

Job Description:

• Prepare and review monthly, quarterly and annual financial reports in accordance with international accounting standards and client requirements.
• Oversee and ensure accurate bookkeeping and full set of accounts for multiple clients, including general ledger, accounts receivable, accounts payable, fixed assets and accounting schedules.
• Prepare consolidated accounts and review corporate income tax computations and filings; ensure timely submission in compliance with regulatory requirements.
• Advisory support to clients, including guidance on taxation implications.

Required Skills and Qualifications:

• Degree in Accountancy or related field.
• Possession of ISCA, ACCA, CPA or equivalent professional qualification will be an advantage.
• Minimum 4 to 5 years of accounting experience.
• At least 1 year experience in outsourced accounting and/or tax management and/or audit firms.
• Strong understanding of accounting standards and regulatory requirements.
• Proficiency in accounting software and Microsoft Office Suite.

Benefits:

• Competitive salary package.
• Annual leave starting with 14 days.
• Medical and insurance benefits.

We are looking for someone who is highly motivated, organized and able to work independently as part of a team. If you have the skills and experience we require, please submit your resume via the link below.

We are seeking a highly motivated Financial Services Associate to join our team in Singapore. As a Financial Services Associate, you will be responsible for participating in wealth management and sales activities, receiving comprehensive training on financial services techniques.

Key Responsibilities:

• Maintain good communication with customers and provide excellent customer service.
• Contribute to the overall sales efforts and help achieve targets.

Benefits of Working With Us:

• High basic pay + incentives.
• Work-life balance with flexible work schedule.
• Career development opportunities.

Requirements:

• Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications.
• Singaporean or PR status.
• Excellent communication and interpersonal skills.
• Interest and passion for sales.
• Willingness to learn and undergo training.
• Team player, proactive and collaborative.
• Self-motivated and goal-oriented.
• No working experience required as comprehensive training will be provided.

About This Role

This is an exciting opportunity for those who are passionate about finance and looking to start their career in a dynamic industry. You will have the chance to learn from experienced professionals and develop your skills in a supportive environment.

We are seeking a highly organized and detail-oriented Financial Services Coordinator to support our finance team in ensuring smooth day-to-day operations. This role involves providing comprehensive administrative support while handling fundamental accounting tasks, possessing excellent numerical skills and the ability to work efficiently in a fast-paced environment.

The ideal candidate will handle a blend of administrative duties and accounting responsibilities, including processing quotations, sales orders, invoices, and managing accounts receivable functions, ensuring timely collection. Additionally, they will prepare and submit required reports on time, perform project scheduling, tracking, and analysis, organize and file documents, maintain accurate and up-to-date financial records, collaborate with other departments to resolve queries, and ensure compliance with company policies and accounting regulations.

To be successful in this role, you will require a diploma in Accountancy or relevant professional certification, proficiency in Microsoft Office applications, and experience working in an accounting or bookkeeping role. You must possess meticulous attention to detail, strong organizational and time-management skills, self-motivation, and the ability to work well under deadlines.

• Diploma in Accountancy or relevant certification.
• Proficient in Microsoft Office applications.
• Minimum 2 years of working experience in accounting or bookkeeping.
• Meticulous, detail-oriented, and strong sense of accountability.
• Excellent organizational and time-management skills.

We are a professional firm offering corporate secretarial and accounting services to SMEs, startups, and international clients in Singapore.

• We oversee full sets of accounts for multiple client entities.
• Prepare financial statements, management reports, and XBRL filings.
• Handle GST submissions, corporate tax schedules, and payroll reporting.
• Manage ACRA filings including annual returns, incorporation, share transfers, and director changes.
• Draft and maintain board resolutions, AGM/EGM minutes, and other statutory documents.
• We supervise and review the work of remote bookkeepers to ensure timely and accurate completion.
• Liaise directly with auditors, IRAS, and government agencies when required.
• Maintain strong professional client relationships and ensure compliance with statutory deadlines.

• Minimum 3 years of relevant experience in accounting and/or corporate secretarial roles.
• Diploma or Degree in Accounting, Business, or related field (ACCA / ISCA / ICSA preferred).
• Proficient in accounting software (e.g., Xero, QuickBooks, or similar).
• A sound understanding of Singapore Companies Act and ACRA/IRAS requirements.
• Strong organizational and communication skills with ability to manage multiple clients.
• Able to lead and coordinate a remote team of bookkeepers effectively.

This role offers a chance to work with a professional team, gain experience in corporate secretarial and accounting services, and develop strong professional relationships.

The ideal candidate will have excellent time management skills, be able to prioritize tasks, and maintain a high level of accuracy and attention to detail.

We are seeking an experienced Investment Advisor to join our team in Singapore.

• Deliver investment advice that meets clients' financial objectives and needs profile.

• Partner with the Priority Banking Relationship Manager to provide timely and relevant investment advisory services.
• Utilise in-house advisory platforms to deliver holistic investment advisory to clients.
• Strengthen the value proposition of the IA team through contributing investment ideas/themes and speaking at market outlook events.
• Participate and promote digital initiatives, facilitate webinars to drive better wealth management client journey and penetration.
• Provide training to RMs on portfolio construction and proposals, product and system knowledge.

• Display exemplary conduct and live by the Group's Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Job Summary

The primary role of a Financial Services Specialist is to handle customer interactions, account reconciliations, and collections with the utmost professionalism.

Key Responsibilities:

• Respond to customer inquiries in a timely and courteous manner.
• Perform thorough account reconciliations to ensure accuracy.
• Manage overdue accounts through effective communication and negotiation.
• Process customer refunds and returned cheques promptly and efficiently.
• Maintain accurate records and files for all accounts receivable.
• Prepare regular reports on outstanding payments and provide updates as required.
• Perform other duties assigned by the Director of Finance or Finance Manager.

Requirements:

• A diploma or degree in Accounting or a related field is preferred.
• Minimum 3 years of relevant experience is required.
• Excellent customer service and communication skills are essential.
• Strong organizational, flexibility, and multitasking abilities are necessary.
• Able to work under pressure and meet deadlines consistently.
• Proficient in Microsoft Word and Excel software.
• Experience in education or service industry is an advantage.

Job Title: Financial Services Assistant

Job Description:

We are seeking a highly skilled and detail-oriented Financial Services Assistant to join our team. In this role, you will provide exceptional administrative support to Relationship Managers in servicing client accounts.

Your responsibilities will include understanding and executing client transactions, resolving client inquiries, and maintaining accurate records.

You will also be responsible for processing banking and investment transactions, including keying in Post Executed Trades (PET), account onboarding, and asset transfers.

Additionally, you will provide information about client accounts, collate reports, and prepare client documents as needed.

This role requires strong attention to detail, excellent interpersonal and communication skills, and the ability to multitask.

A Diploma or Degree in Banking and Finance or a related field is preferred, along with at least one year of experience in client servicing or operations within a financial institution.

About the Role:

To effectively support clients' financial objectives, we seek a skilled professional to provide personalized advice and guidance.

• The ideal candidate will possess excellent communication skills, enabling them to build strong relationships with clients from diverse backgrounds.
• We are looking for someone who can identify client needs, analyze their financial situations, and develop tailored solutions.
• A key responsibility will be to foster business growth through innovative sales strategies and collaborations.
• In this role, you will have the opportunity to work in a dynamic environment, engage in client presentations, and participate in workshops to enhance your skills.

Requirements:

• Strong academic background, preferably with GCE 'A' Levels or higher, is required. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly advantageous.
• This position demands self-motivation, a strong desire to excel in a competitive setting, and excellent teamwork skills.
• A positive attitude, pleasant personality, and ability to learn quickly are essential qualities for success in this role.
• Previous experience in marketing or sales is an added advantage.

Benefits and Opportunities:

This role offers a chance to grow professionally, work in a collaborative environment, and develop valuable skills. If you are a motivated individual with a passion for finance and customer service, we encourage you to apply.

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