Business Leader in Financial Strategy

Singapore, Singapore beBeeStrategicFinancialManager

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Job Description

Job Title: Strategic Financial Manager

Role Summary:

We are seeking a skilled and experienced Strategic Financial Manager to lead our financial planning, credit risk assessment, and stakeholder collaboration initiatives.

About the Role:
  • Develop and implement comprehensive financial management strategies that drive business growth and profitability.
  • Conduct in-depth credit risk analysis and present findings to senior leadership for informed decision-making.
  • Collaborate with cross-functional teams to align financial strategies with business objectives and ensure effective communication with stakeholders.
  • Design and optimize credit processes to enhance risk management efficiency and reduce costs.

Responsibilities:

  1. Lead financial planning, budgeting, forecasting, and reporting to ensure timely and accurate data-driven decision-making.
  2. Implement credit risk assessment models to evaluate counterparty risks and safeguard project health.
  3. Develop and present financial insights and recommendations to senior leadership.
  4. Cultivate strong relationships with stakeholders, including sales, legal, and operations teams.

Requirements:

  • Bachelor's degree in Finance or related field.
  • Minimum 5 years of experience in finance management, with a focus on credit risk analysis and strategic planning.
  • Proven track record of driving business growth and profitability through effective financial management.
  • Excellent communication, interpersonal, and analytical skills.
  • Proficiency in Microsoft Office and Oracle.

Preferred Qualifications:

  • Mandarin proficiency for effective communication with Chinese-speaking stakeholders.
  • Familiarity with visual analytics tools and digital transformation finance AI solutions.
  • Self-initiative and adaptability in a fast-paced environment.

About Us:

We are a dynamic organization dedicated to delivering exceptional results through innovative financial management practices. If you are a motivated and results-driven professional looking to make a meaningful impact, we encourage you to apply.

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Senior Manager of Financial Strategy

Singapore, Singapore beBeeAnalysis

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Leadership Opportunity in Financial Planning and Analysis

We are seeking a seasoned finance professional to lead our team's financial planning and analysis efforts. This role presents an exciting opportunity for an individual with strong analytical skills to contribute to the strategic growth of our organization.

Job Description:

Financial Planning and Analysis Lead

  • Develop and implement comprehensive financial plans that support business objectives.
  • Analyze financial data to inform business decisions and drive revenue growth.
  • Collaborate with cross-functional teams to identify areas for process improvement.

Key Responsibilities:

Financial Planning:

  • Develop and manage annual operating budgets.
  • Forecast revenue and expense trends.
Financial Analysis:
  • Perform financial statement analysis and develop key performance indicators.
  • Identify opportunities for cost savings and efficiency improvements.

Required Skills and Qualifications:

Experience: 8+ years in finance leadership roles

Education: Bachelor's degree in Finance or related field

Skills: Financial planning and analysis, budgeting, forecasting, financial modeling, data analysis, leadership, teamwork, communication

Benefits:

Opportunities for Professional Growth: Develop your expertise in financial planning and analysis through ongoing training and mentorship

Collaborative Work Environment: Join a talented team of professionals dedicated to delivering exceptional results

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Investment Management Trainee

Singapore, Singapore $40000 - $60000 Y J.S.F

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Job Description

Key Responsibilities

  • Client Relationship Management: Build and maintain long-term relationships with individual and corporate clients, understanding their needs and financial objectives.
  • Portfolio Management: Learn to manage and monitor investment portfolios, from analyzing client profiles to making recommendations for financial instruments like equities, bonds, and derivatives.
  • Market Analysis: Study and analyze financial markets, investment funds, and economic conditions to identify investment opportunities.
  • Financial Solution Development: Help create personalized investment solutions to meet client needs, including areas like wealth preservation, estate planning, and risk management.
  • Sales and Business Development: Develop sales and advisory skills through client interactions and participate in events to expand the client network.
  • Support and Research: Provide support to senior wealth advisors, assist with research, prepare performance summaries, and track market data.

Key Skills and Qualifications

  • Communication and Interpersonal Skills: Excellent ability to build rapport with clients and communicate complex financial information clearly.
  • Analytical Skills: Strong aptitude for analyzing financial markets, investment products, and client needs.
  • Drives and Ambition: A self-motivated, ambitious individual with a strong drive to learn and succeed in the finance industry.
  • Adaptability and Willingness to Learn: Eagerness to acquire new knowledge and skills through training and on-the-job experience.

Training and Development

  • Mentorship: Receive guidance and support from experienced wealth advisors.
  • Formal Training: Participate in in-house and external training programs by fund houses to learn about investment products, financial planning, and client management.
  • Professional Development: Engage in communication, leadership, and personal development courses to foster career growth.
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Investment Management Associate

Singapore, Singapore WHITE SOCIETY PTE. LTD.

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Roles & Responsibilities

Responsibilities:

1. Customer Engagement:

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge:

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. Sales Targets:

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. Documentation and Processing:

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. Compliance:

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. Problem Resolution:

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. Team Collaboration:

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. Market Research:

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. Training and Development:

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

Qualifications:

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- 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.

Tell employers what skills you have

Negotiation
CRM
Wealth Management
Lead Generation
Excellent Communication Skills
Management Skills
Leadership
Experimentation
Investments
Relationship Management
Career Development
Selling
Sales Process
Investment Management
Portfolio Management
Communication Skills
Presentation Skills
Consulting
Business Development
Sourcing
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Investment Management Trainee

Singapore, Singapore ACE ASSET MANAGEMENT PTE. LTD.

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Job Description

Roles & Responsibilities

Join Our Team as an Investment Management Trainee—Empower Clients, Build Your Future

Location: Singapore | Full-Time | Attractive Allowance + Commission & Bonuses

Are you passionate about helping people achieve financial freedom? Do you thrive in a dynamic environment where your expertise makes a real impact? If so, we want YOU on our team

Why Join Us?

Uncapped Earning Potential: Allowance + lucrative commission structure

Growth & Development: Ongoing training and career advancement opportunities

Supportive Team Culture: Work with industry experts in a collaborative environment

Flexible Work Arrangements: Hybrid options available

Your Role

As a Investment Management Trainee, you will:

Provide expert financial advice tailored to client goals

Develop and maintain long-term client relationships

Analyze financial situations and recommend strategies for wealth growth, retirement planning, and risk management

Stay ahead of market trends and financial products to provide the best solutions

Who You Are

Driven and results-oriented

Excellent communicator and relationship builder

A problem solver who thrives in a fast-paced environment

Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent (CFP, CFA, or equivalent is a plus)

Aspires to be an entrepreneur and has the ambition to succeed

Perks & Benefits

Competitive compensation package + commission + bonuses + incentive trips. (depending on individual and team performance)

Personal development plans. Designed with considerations of your individual strengths and business needs.

Mentorship from top professionals

Fast career track into management role.

Comprehensive training program on financial skills and concepts.

Ready to take the next step? Apply today and start shaping your clients' futures—while securing your own

Tell employers what skills you have

Wealth Management
Training Management
Sales
Leadership
Teaching
Interpersonal Skills
Wealth
Risk Management
Investment Management
Mentorship
Communication Skills
Retirement Planning
Team Player
Personal Development
This advertiser has chosen not to accept applicants from your region.

Investment Management Trainee

Singapore, Singapore J.S.F

Posted today

Job Viewed

Tap Again To Close

Job Description

Roles & Responsibilities

Key Responsibilities

  • Client Relationship Management:Build and maintain long-term relationships with individual and corporate clients, understanding their needs and financial objectives.
  • Portfolio Management:Learn to manage and monitor investment portfolios, from analyzing client profiles to making recommendations for financial instruments like equities, bonds, and derivatives.
  • Market Analysis:Study and analyze financial markets, investment funds, and economic conditions to identify investment opportunities.
  • Financial Solution Development:Help create personalized investment solutions to meet client needs, including areas like wealth preservation, estate planning, and risk management.
  • Sales and Business Development:Develop sales and advisory skills through client interactions and participate in events to expand the client network.
  • Support and Research:Provide support to senior wealth advisors, assist with research, prepare performance summaries, and track market data.

Key Skills and Qualifications

  • Communication and Interpersonal Skills:Excellent ability to build rapport with clients and communicate complex financial information clearly.
  • Analytical Skills:Strong aptitude for analyzing financial markets, investment products, and client needs.
  • Drives and Ambition:A self-motivated, ambitious individual with a strong drive to learn and succeed in the finance industry.
  • Adaptability and Willingness to Learn:Eagerness to acquire new knowledge and skills through training and on-the-job experience.

Training and Development

  • Mentorship: Receive guidance and support from experienced wealth advisors.
  • Formal Training: Participate in in-house and external training programs by fund houses to learn about investment products, financial planning, and client management.
  • Professional Development: Engage in communication, leadership, and personal development courses to foster career growth.
Tell employers what skills you have

Wealth Management
Sales
Leadership
Derivatives
Financial Planning
Wealth
Risk Management
Mentorship
Adaptability
Estate Planning
Bonds
Wealth Preservation
Personal Development
Equities
This advertiser has chosen not to accept applicants from your region.

Investment Management Associate

Singapore, Singapore WHITE SOCIETY PTE. LTD.

Posted today

Job Viewed

Tap Again To Close

Job Description

Responsibilities:
1. Customer Engagement:
- Build and maintain strong relationships with customers.
- Provide excellent customer service and address inquiries regarding financial products and services.
- Actively engage in cross-selling and upselling financial products to meet sales targets.
2. Product Knowledge:
- Stay updated on the
This advertiser has chosen not to accept applicants from your region.
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About the latest Strategic financial management Jobs in Singapore !

Financial Planning and Strategy Leader

Singapore, Singapore beBeeFinancialPlanning

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Job Description

Financial Planning and Strategy

We are seeking an experienced Finance Manager to lead our financial planning and strategy initiatives. In this role, you will be responsible for developing and implementing comprehensive financial plans, budgets, and forecasts that align with our organization's strategic goals and objectives.

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Python Developer, Investment Management

Singapore, Singapore $120000 - $180000 Y MENRVA PTE. LTD.

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Job Description

We are building a global investment firm with a strong reputation for innovation and stability. They manage a diverse portfolio across asset classes and markets in more than 37 countries, consistently driving value creation through data-driven insights and advanced technology.

Role: Python Developer, Machine Learning Packages

You will play a pivotal role in enhancing data engineering and analytics capabilities, working in an environment where high coding standards are upheld. The team values strong communication to navigate constructive code reviews and to collaborate effectively across stakeholders.

Key Responsibilities

  • Develop, optimise, and maintain Python-based solutions for large-scale data analytics.
  • Work with advanced data libraries (pandas, polars, duckdb, PySpark).
  • Support quantitative research and integrate ML/data science packages (scikit-learn, scipy, etc.).
  • Collaborate with engineers and analysts to improve data engineering practices.

Key Requirements

  • 8 years of software engineering & at least 5 years in Python on enterprise grade
  • Strong knowledge of data analytics libraries for large datasets.
  • Familiarity with ML and data science toolkits.
  • Excellent communication skills to engage effectively in a high-performance team.
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Frontend Engineer, Investment Management

Singapore, Singapore $120000 - $200000 Y MENRVA PTE. LTD.

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Job Description

We are building a global investment firm with a strong reputation for innovation and stability. They manage a diverse portfolio across asset classes and markets in more than 37 countries, consistently driving value creation through data-driven insights and advanced technology.

What You'll Do

  • Design, build, and optimise user interfaces using ReactJS.
  • Collaborate with backend engineers, product managers, and data teams to deliver seamless, scalable applications.
  • Ensure UI/UX best practices are applied for performance, accessibility, and maintainability.
  • Contribute to improving development standards, code quality, and team collaboration.

What We're Looking For

  • 6 years experience in ReactJS for frontend development at least
  • Solid understanding of modern frontend tools, workflows, and design principles.
  • Preferably some .NET experience, but not mandatory
  • Strong communication and problem-solving skills to thrive in a global, high-performance environment.
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