Current jobs related to Assistant Financial Planning - Singapore - FWD Group Management Holdings Limited

  • 1-Month Career Trial

    1 month ago


    Singapore GEN Financial Advisory Full time

    Position Overview: The career trial is designed to be flexible so that it is suitable for both individuals who are actively employed or unemployed. The 1-month program includes entrepreneurship and communication skills training as well as a hands-on activity project structured around a flexible schedule that mirrors the actual role of a financial...

  • Assistant Manager

    7 days ago


    Singapore PAGE PERSONNEL RECRUITMENT PTE. LTD. Full time

    Job SummaryThe role of Assistant Manager - Financial Planning is a key position within our organization, driving financial strategy for a dynamic and growing industry. As a financial leader, you will be responsible for analyzing financial data to produce accurate and timely monthly, forecast, and budget reports. This will involve collaborating closely with...


  • Singapore Futureleap Pte Ltd Full time

    Financial Planning SpecialistThe ideal candidate will be responsible for analyzing financial data, preparing reports, and providing insights to support decision-making and financial planning at Futureleap Pte Ltd. Key responsibilities include analyzing financial data and trends, preparing and presenting financial reports, and assisting in the development of...

  • Financial Adviser

    1 week ago


    Singapore SYNERGY FINANCIAL ADVISERS LTD. Full time

    Roles & ResponsibilitiesTo service clients who are requesting financial planning services, providing wholesome advice, including: Personal Financial Planning, Personal Will and Estate Planning, HNWI Planning GI InsuranceCandidate must have A Degree or A Diploma Mature and Outgoing Excellent communication and sales skills.Tell employers what skills...

  • Financial Director

    7 days ago


    Singapore AUDAX FINANCIAL TECHNOLOGY PTE. LTD. Full time

    Leadership Role at Audax Financial Technology PTE. LTD.We are seeking a seasoned Finance Manager to join our team at Audax Financial Technology PTE. LTD. As a trusted advisor to both functional leaders and executives, you will play a key role in our fast-growing organization. You will work closely with the CFO and senior leadership, as well as shareholders,...


  • Singapore OCBC Bank Full time

    Key Responsibilities:As a Financial Planning Specialist at OCBC Bank, you will be responsible for preparing, managing, and planning for IT charge-out to intra/inter-company users and/or Cross Border billing for usage of Technology services. You will also provide financial analysis support to each of the Technology team while assisting them in achieving their...

  • Financial Manager

    2 weeks ago


    Singapore AUDAX FINANCIAL TECHNOLOGY PTE. LTD. Full time

    Audax Financial Technology Pte. Ltd. is seeking a highly skilled Finance Manager to join our team.The ideal candidate will have a strong background in finance, with experience in budgeting, forecasting, and financial planning and analysis. They will be responsible for leading the budget preparation and forecasting process, tracking monthly performance, and...

  • Financial Adviser

    5 months ago


    Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...


  • Singapore OCBC Bank Full time

    Key Responsibilities:As a Financial Planning Specialist at OCBC Bank, you will be responsible for preparing and managing IT charge-out to intra/inter-company users and/or Cross Border billing for usage of Technology services. You will also provide financial analysis support to each of the Technology team while assisting them in achieving their recovery...


  • Singapore Keppel Capital International Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Keppel Capital International. The successful candidate will be responsible for providing financial support and analysis to the management team, as well as maintaining and analyzing financial models to evaluate long-term projections and business plans.Key...


  • Singapore eFinancialCareers Full time

    Key Responsibilities:As a Financial Analyst, you will be responsible for conducting thorough financial analysis across various jurisdictions, including Singapore, India, the US, the UK, and the EU. Your key responsibilities will include:Global Financial Analysis: Evaluate financial performance, regulatory impacts, and market conditions across multiple...


  • Singapore Keppel Capital International Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Keppel Capital International. The successful candidate will be responsible for preparing and supporting the monthly management reporting process, including liaison with other functions and business units to gather relevant information.Key...


  • Singapore GOLDPHIELD PTE. LTD. Full time

    Finance Analyst Job Summary:Gold-Field Pte. Ltd. is seeking a detail-oriented and analytical Finance Analyst to join their team in Singapore. This role is ideal for a finance professional who thrives in a dynamic environment and excels in data analysis, forecasting, and financial planning. The Finance Analyst will support business decisions through financial...


  • Singapore DM FINANCIAL PTE. LIMITED Full time

    Roles & ResponsibilitiesBrief overviewDM Financial ("DM") is a professional services firm with offices in Singapore, Ireland, Cayman Islands, Netherlands, Bulgaria and United Kingdom. We provide specialised accounting services to investment vehicles which have combined asset values of approximately US$848bn. Our range of clients, complexity of client...


  • Singapore OCBC Bank Full time

    Key Responsibilities:As a Financial Planning Specialist at OCBC Bank, you will be responsible for preparing and managing IT charge-out to intra/inter-company users and/or Cross Border billing for usage of Technology services. You will also provide financial analysis support to each of the Technology team while assisting them in achieving their recovery...


  • Singapore Keppel Capital International Full time

    Job SummaryWe are seeking a highly skilled and experienced Deputy Manager, Finance to join our team at Keppel Capital International. The successful candidate will be responsible for preparing and supporting the monthly management reporting process, including liaison with other functions and business units to gather relevant information. This role requires...


  • Singapore Careers@Gov Full time

    Job Title: Assistant DirectorAbout the Role:We are seeking a highly skilled and experienced Assistant Director to join our team at Careers@Gov. As a key member of our Business Partnership Branch, you will play a critical role in strategic and operational financial planning.Key Responsibilities:Support the Business Partnership Branch in strategic and...


  • Singapore LVMH Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Partner to join our team as an Assistant Manager, Financial Planning and Analysis at LVMH. This is an exciting opportunity to drive financial performance, provide insights, and support decision-making processes.Key ResponsibilitiesProvide timely and accurate financial information to support...


  • Singapore PAGE PERSONNEL RECRUITMENT PTE. LTD. Full time

    About the RoleWe are seeking a highly skilled Financial Planning Manager to join our team at Page Personnel Recruitment Pte. Ltd. The successful candidate will be responsible for driving financial strategy and planning for our dynamic and growing industry.Key ResponsibilitiesAnalyze financial data to produce accurate and timely monthly, forecast, and budget...


  • Singapore Futureleap Pte Ltd Full time

    Futureleap Pte Ltd is seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial analysis and reporting, with the ability to interpret complex financial data and provide actionable insights.Key Responsibilities:Analyze financial data and trends to identify areas for improvement and...

Assistant Financial Planning

2 months ago


Singapore FWD Group Management Holdings Limited Full time
About FWD Group

FWD Group is a pan-Asian life and health insurance business with more than 12 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company was established in 2013 and is focused on changing the way people feel about insurance. FWD's customer-led and digitally enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience.

For more information, please visit www.fwd.com

In Singapore, FWD aims to change the way people feel about insurance by leveraging technology to deliver products and services that are relevant, easy to understand and always convenient for our customers. To this end, we have a direct-to-consumer (DTC) platform that allows customers to buy their preferred life and general insurance products directly from our website; as well as a network of preferred Financial Advisory (FA) firms for customers who want to speak with an advisor before committing to an insurance plan. Whatever their preference, we believe insurance should be simple, reliable and convenient.

If you are looking for a career where you can create a real impact and celebrate living, we invite you to join us on our exciting journey.

PURPOSE

This role will report into the Senior Financial Planning & Analysis Manager and support the financial planning and analysis function for both life and non-life insurance business.

KEY ACCOUNTAIBILITIES
  • Support the preparation of regular and ad-hoc management information decks covering financial and non-financial targets, actual performance and forecast.
  • Support the end-to-end process of High-Level Business Plan and Detailed Financial Plan.
  • Support the business in identifying gaps, opportunities and driving company performance.
  • Seek inputs from various stakeholders as part of the abovementioned activities.
  • Provide analysis of past data and market performance to support the recommendations of appropriate actions to drive business performance.
  • Support the evaluation of regular distribution initiatives and strategic business cases whenever required.
  • Support the Senior FP&A Manager on key ad-hoc projects where required.


QUALIFICATIONS / EXPERIENCE
  • Degree in actuarial science, accountancy or ACCA or its equivalent
  • At least 4 years of relevant experience, preferable within insurance industry
  • Strong focus on timely and accuracy of reporting


KNOWLEDGE, SKILLS & ABILITY
  • Strong business acumen
  • Strong interpersonal skills with stakeholders at various levels
  • Strong analytical skills and able to work with complex data from different functions within the organisation
  • Meticulous, good communication skill and eye for details
  • Able to work independently
  • Able to work under pressure and meet tight deadlines
  • Good team player
  • Have an open-mind for new challenges
  • Strong skills in Excel and PowerPoint.