Financial Strategy Expert

Singapore, Singapore beBeeStrategy

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Job Description:

We seek exceptional individuals to fill the role of a Financial Strategy Expert. As part of our team, you will be responsible for establishing clients' financial goals, protecting their future, and building their wealth.

A key aspect of this position is taking a holistic approach in helping clients manage their financial needs and goals. This involves customising solutions to help clients achieve their objectives, as well as regularly reviewing their financial portfolios.

  • Establish clients' financial goals
  • Protect the future for families & their loved ones
  • Build clients' wealth and prepare them for longevity
  • Customise solutions to help clients achieve their financial goals
  • Regularly review clients' financial portfolio

Benefits: Excellent opportunities for personal and professional growth, flexibility, work-life balance, and continuous training and development.

Requirements:

To excel in this role, you will need a strong foundation in banking, wealth management, and insurance products. Additionally, excellent customer-focused skills, including being personable, sincere, and determined, are essential.

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Investment Management Trainee

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

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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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Data Engineer, Investment Management

Singapore, Singapore $80000 - $150000 Y MENRVA PTE. LTD.

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Client Summary

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 and build robust data pipelines to ingest, clean, transform, and aggregate large

volumes of structured and unstructured data

  • Enable analytics and AI use cases by ensuring datasets are reliable, accessible, and

efficiently modeled

  • Collaborate with data scientists, analysts, and business units to deliver usable datasets

for portfolio management, risk, operations, and compliance

  • Implement monitoring, logging, and alerting frameworks to maintain high data quality

and pipeline uptime

  • Contribute to data governance practices, including documentation, lineage tracking, and

compliance with internal and regulatory requirements

  • Optimize performance and scalability of pipelines to handle growing data volumes and

use cases across the investment lifecycle

What We're Looking For

  • Proficiency in Python for data engineering tasks

  • Strong knowledge of SQL and relational databases

  • Experience with ETL frameworks (e.g., Airflow, Luigi, Spark)

  • Familiarity with cloud platforms (AWS, Azure, or GCP) and data warehousing (Snowflake,

Redshift, BigQuery)

Data practices:

  • Experience with data ingestion, transformation, and modeling

  • Solid grasp of data quality, governance, and compliance principles

Analytics & visualization:

  • Exposure to BI tools like Tableau/PowerBI
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Asset Manager – Post-Investment Management

Singapore, Singapore $90000 - $120000 Y FP Global

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About the Client

Our client is a Japan-based investment group with over 20 years of history and more than USD 3.5 billion in accumulated AUM. The firm has established Singapore as its ASEAN hub while maintaining its headquarters in Tokyo. The group is recognised for its hands-on approach with portfolio companies, strengthening governance, enhancing financial integrity, and creating long-term value across Asia.

Role Overview

This role is focused on post-investment management of portfolio companies, ensuring that governance, financial discipline, and value creation initiatives are successfully implemented. The successful candidate will work closely with portfolio company management, Japan HQ, the Singapore office, and co-investors.

  • This is not a front-office execution role. Instead, it is a highly visible position in portfolio oversight, requiring strong financial expertise, cultural sensitivity, and relationship management skills.

Key Responsibilities

  • Act as a bridge between HQ in Japan, the Singapore office, portfolio companies, and co-investors.
  • Monitor financial and operational performance of portfolio companies; review management accounts, budgets, and forecasts.
  • Provide governance support and strategic input on management reporting and improvement initiatives.
  • Build strong relationships with portfolio company leadership, including SMEs and subsidiaries of Japanese corporates.
  • Represent the firm at board meetings or equivalent forums.
  • Collaborate with Japan HQ and Singapore office to prepare portfolio reports and investment committee updates.
    Maintain communication with co-investors in Japanese companies on portfolio matters.

Requirements

  • 5–10 years of relevant experience in post-investment management, corporate planning, consulting, audit/advisory, or related fields.
  • Strong financial and accounting background; CPA or equivalent highly valued.
  • Native-level Japanese (required for written and spoken communication with HQ, portfolio companies, and co-investors).
  • Bilingual proficiency in English and Japanese.
  • Personality fit: down-to-earth, approachable, practical communicator.
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AVP/VP Financial Crime Compliance, Global Investment Management

Singapore, Singapore $288000 - $600000 Y WILSONHCG SINGAPORE PTE. LTD.

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A leading global investment management firm is looking to hire financial crime compliance AVP/VP. You will be responsbile for the following

  • You are the first point of contact for financial crime risk.
  • You will support the business unit's financial crime obligations and implement the bank's Anti-Money Laundering (AML), Counter-Terrorist Financing (CTF), and sanctions policies.
  • Your day-to-day work involves performing customer due diligence, transaction monitoring, and risk assessments to safeguard the bank from financial crime.

Bachelor's degree in Finance, Law, Business, or a related field with 10 + years of work experience in Financial services industry. Professional certifications such as Certified Anti-Money Laundering Specialist (CAMS) or Certified Financial Crime Specialist (CFCS) are highly desirable.

Consultant Registration No. R

Singapore Employment Agency License No: 16S8069

Privacy Statement: By submitting an application and sharing your personal information with us, you consent to such information being collected, held, used and disclosed in accordance with our Privacy Policy )

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Financial Planning & Analysis Manager

079903 Anson Road, Singapore $11000 Monthly ADABA PTE. LTD.

Posted 4 days ago

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Job Description & Requirements

Location: Singapore

Industry: Contract Manufacturing (MedTech)

Reports to: Financial Controlller


Key Responsibilities:

  • Collaborate with Heads of Departments to develop the annual budget and set operational goals.
  • Create and manage detailed financial models that capture revenue and cost drivers for key accounts, including new ventures and projects.
  • Analyze discrepancies between actual performance and budget, providing insights and strategies to meet or exceed targets.
  • Conduct analyses to identify growth opportunities, enhance cost efficiencies, and mitigate risks.
  • Ensure financial reporting deadlines are met by working closely with internal stakeholders.
  • Collaborate with the finance team to prepare investor reports, offering financial insights and business judgment to inform decisions.
  • Assist in creating materials for management and board meetings.
  • Participate in developing new processes and tools to provide insights that drive decision-making.

Profile of Ideal Candidate:

  • Degree in Accounting, Business Management, or Finance with 7+ years of experience, including 3-5 years in FP&A.
  • Previous experience in FP&A or financial accounting teams is necessary.
  • Strong expertise in budgeting, financial modeling, investor reporting, and accounting operations.
  • Excellent communication skills, comfortable engaging with both internal and external stakeholders.
  • Eagerness to learn, tackle new challenges, and pursue professional growth.
  • Strong quantitative, analytical, and problem-solving abilities.
  • Ability to work independently with a keen attention to detail.

If you are keen to have a preliminary chat, please send your CV directly to

The data collected is strictly used for recruitment purposes only and will be treated with the utmost confidence. Your profile will also be sent out only after you have given your consent.

Adaba Pte Ltd

Reg No: R
EA Licence: 25C2727

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Associate, Investment Services Management, Private Equity

Singapore, Singapore $60000 - $120000 Y GIC

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Location:Singapore, SG

Job Function: Private Equity

Job Type: Permanent

Req ID: 16759

GIC is one of the world's largest sovereign wealth funds. With over 2,000 employees across 11 offices around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an extraordinary network of the world's industry leaders. As a leading global long-term investor, we Work at the Point of Impact for Singapore's financial future, and the communities we invest in worldwide.

Private Equity

GIC is a global investment firm and has one of the largest and broadest private equity programmes amongst all institutions. GIC PE invests across the Americas, Europe and the Asia-Pacific in a range of sectors including Healthcare, Consumer, Financial services, Technology, Industrials, Sustainable Energy and Infrastructure. Besides investing through private equity fund managers, GIC PE also invests across the capital structure in equity, senior and junior debt, in secondary PE deals, restructuring & opportunistic credit and special situations. We currently have over 100 active relationships with fund managers and have invested directly in more than 1000 companies globally across multiple sectors.

Investment Services Management - Private Equity (PE)

The Investment Services Management team (ISM) sits within the PE department. The team plays a vital role to provide investment and portfolio management support to deal teams globally across 9 overseas offices. This includes propagating industry best practices, improving efficiency by process design, providing timely and accurate performance reporting, coordinating initiatives with multiple departments and overseeing the process of ingesting and presenting data to ensure GIC PE continues to sharpen its business competitive edge.

Associate, Investment Services Management

We are seeking a motivated and detail-oriented Investment Ops & Risk Management Analyst to join our team. The successful candidate will assist in the daily operations of investment management and support operational risk assessment activities. The individual will support the ISM team in ensuring smooth execution of investment-related processes, improving operational control robustness and efficiency, and adhering to regulatory compliance requirements including trade settlements and reconciliation.

What will you do in the role?

Investment Ops & Risk Management Excellence

  • Act as a key liaison between front office and back office for front-mid-back operating efficacy
  • Data stewardship to support the maintenance of investment records and databases
  • Daily review of quality control checks, resolve exceptions and identify gaps ensuring adherence to internal framework
  • Perform portfolio reconciliation to verify transactions and positions
  • Support and ensure market and operational readiness for the execution of transactions
  • Conduct operational risk reviews to identify gaps and assist in developing mitigation strategies
  • Create and maintain process diagrams to represent systems and dependencies
  • Maintain a comprehensive Standard Operating Procedure ("SOP") for all business processes
  • Design and implement data processes and controls to ensure high standards of data quality and governance
  • Collaborate with Technology Group to maintain internal digital platforms and create consistent, well-governed PE processes and controls
  • Assist in the creation of dashboards and visualizations to present data insights
  • Support the implementation of data governance practices to ensure compliance with policies.
  • Support the team on broad business administration matters

Business Transformational Excellence

  • Identify data or process-related opportunities with the ISM team and design solutions for better outcomes.
  • Collaborate with Technology Group to formulate business use case, requirements, user acceptance testing and support system rollouts.
  • Liaise with various stakeholders to support GIC corporate initiatives and system-related projects.
  • Support the team on data quality improvement initiative
  • Support the team on enterprise initiatives

What qualifications, skills and traits should you possess in this role?

  • At least 3 years relevant working experience in middle office, preferably in Private Equity
  • Bachelor's in Accounting, Finance, Business Administration or equivalent
  • Self-starter who is detail oriented, very organized and pro-active in executing responsibilities
  • Excellent time management and organizational skills with the ability to prioritize
  • Ability to manage challenging stakeholders and tight deadlines.
  • Ability to work with large datasets and keen to adopt new technology tools.
  • Analytical skills; able to resolve business problems with well-structured analyses.
  • Strong learning agility and ability to thrive in a fast-paced environment, handling multiple requests simultaneously while managing priorities.
  • Proficiency in MS Office applications
  • Knowledge in SQL, Tableau and data visualization tools is a bonus

Work at the Point of Impact

We need to be forward-looking to attract the right people to help us become the Leading Global Long-term Investor. Join our ambitious, agile, and diverse teams - be empowered to push boundaries and pursue innovative ideas, share your views, and be heard. Be anchored on our PRIME Values: Prudence, Respect, Integrity, Merit and Excellence, which guides us in how we make our day-to-day decisions. We strive to inspire. To make an impact.

Flexibility at GIC

At GIC, our offices are vibrant hubs for ideation, professional growth, and interpersonal connection. At the same time, we believe that flexibility allows us to do our best work and be our best selves. Thus, our teams come into the office four days per week to harness the benefits of in-person collaboration but have the flexibility to choose which days they work from home and adjust this arrangement as situational needs arise.

GIC is an equal opportunity employer

GIC is an equal opportunity employer, and we value diversity. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Please email at any point of the application or interview process if adjustments need to be made due to a disability.

Learn more about our Private Equity Department here:

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Audit Specialist - Financial Analysis

Singapore, Singapore beBeeAudit

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Job Overview

The role involves assisting in financial analysis and assurance services for clients across various industries.

  • Carry out audits, assist with other assurance services, and support non-assurance tasks related to financial planning and strategy.
  • Prepare working papers, research facts, and document findings regarding financial performance.
  • Communicate accounting and audit matters to managers and partners to enhance organizational decision-making.
  • Interact with clients to facilitate information flow and identify opportunities for process improvement.

About the Role:

  • Assist in financial statement preparation and review.
  • Analyze financial data and trends to inform business decisions.
  • Conduct research on industry best practices and regulatory requirements.
  • Collaborate with cross-functional teams to achieve organizational objectives.

Required Skills and Qualifications:

  • Bachelor's degree in Accounting or Finance.
  • 1+ years of experience in financial analysis or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.

Benefits:

  • Opportunities for professional growth and development.
  • A collaborative and dynamic work environment.
  • A competitive salary and benefits package.

Others:

  • Must be detail-oriented and organized.
  • Ability to meet deadlines and manage multiple priorities.
  • Familiarity with financial software and systems.
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Manager, Financial Planning and Analysis

Singapore, Singapore $120000 - $180000 Y FrieslandCampina

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Provide planning and analysis activities for Business Group Asia (BG Asia), ensure on time in full reporting and planning activities for Budget/Forecast, that elucidates business insights. Assist in review of FrieslandCampina AMEA (FC AMEA) audited financial statements.

What we ask

  • Bachelor/ Master's degree in Finance & Accounting / CPA

  • Minimal 8-10 years working experience, preferably including auditing experience in Big 4

  • Able to identify financial risks and opportunities

  • Understanding and applying IFRS and tax requirements both (local, regional, and corporate)

  • Understanding information technology What we offer

  • A purpose driven organisation – nourishing by nature

  • Empowering our people with the right level of autonomy

  • An international work environment that is friendly and inclusive – we are people focused and approachable

  • Enabling your creativity and entrepreneurship

  • Competitive compensation package Vacancy description

  • Business Group (BG) Planning and Analysis

  • Responsible for on time in full BG reporting activities to Region Asia & Corporate which includes actual, budget and forecast

  • Monthly business reviews for Region Asia Operating Countries; elucidate business insights to both direct and indirect reports, for BG Monthly Business Review (MBR) preparation

  • Evaluate current reporting, identify opportunities for improvement and recommend alternatives for enhanced data and improved efficiencies

  • Drive process improvements and harmonization within the business group reporting community

  • Participation in BG Asia and corporate projects

  • Support to Finance Director Asia in planning & reporting cycle and business analysis

  • FrieslandCampina AMEA

  • Review cost center reports prepared by KL Shared Service Center (KL SSC) to ensure on time in full recording and reporting

  • Periodical review of P&L and balance sheet

  • Attend monthly Operational Performance Meetings with KL SSC and Procurement Shared Service Center (PSSC) to identify opportunities for improvement

  • Responsible for annual audit and quarterly GST submissions of FCAMEA

  • Review of the annual audited financial statements & quarterly GST submissions prepared by KL SSC before signing

  • Supporting auditors' queries/ vouching requests

  • Coordination of SG&A budget and forecast processes and work closely with respective finance business partners per cost center for office and HR cost allocations

  • Other responsibilities

  • Business partner for finance community in complex accounting issues

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