Financial Planning Specialist

Our company is seeking a highly motivated Financial Planning Specialist to assist in the preparation of forecasts and proposals for corrective actions. This role involves managing consolidation of monthly forecasts, developing periodic management reports, and providing administrative support to the Management.

Job OverviewThe Nanyang Technology University (NTU) is seeking a highly skilled Financial Planning Specialist to join its Office of Finance. As a key member of the team, you will play a critical role in supporting the University's mission by implementing and maintaining a robust financial framework. This includes providing fiscal stewardship of the...

Job DescriptionWe are seeking ambitious fresh graduates or professionals looking for a mid-career switch to join our team as a Financial Adviser. As a key member of our team, you will be responsible for providing tailored financial planning, insurance, and wealth management solutions to clients. This includes building and maintaining long-term relationships...

Job OverviewThe Financial Planning and Compliance Specialist plays a pivotal role in ensuring the financial health of the property entity, while also handling GST (Goods and Services Tax) and MES (Major Exporter Scheme) audits for our RSAsia entity.Key Responsibilities:Oversee general ledger, accounts payable, accounts receivable, and cash flow...

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...

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...

New Era Advisory: Empowering Financial Success: Join Our Team as a Skilled Financial AdviserWe are committed to empowering individuals to achieve their financial goals. As a Financial Adviser at New Era Advisory, you will have the chance to make a real difference in people's lives by providing expert financial guidance and support.Your Key...

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

Roles & ResponsibilitiesResponsibilities:Achieve consistent sales performance and meet targets.Analyze clients' financial needs and offer personalized solutions.Provide professional financial advice to both individual and corporate clients.Build and manage client portfolios through periodic engagement.Foster a positive team culture by collaborating and...

Roles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...

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

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

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...

Company OverviewStryker is a global leader in medical technologies, driven to make healthcare better. The company offers innovative products and services in MedSurg, Neurotechnology, Orthopaedics, and Spine that help improve patient and healthcare outcomes.Job DescriptionThis exciting finance business partnering role involves working directly with commercial...

We are looking for a talented Financial Operations Specialist to join our team at finexis advisory Pte Ltd. As a key member of our Finance department, you will be responsible for leading the preparation of annual budgets and rolling forecasts, and working closely with department heads to ensure accurate financial planning.The ideal candidate will have strong...

Roles & ResponsibilitiesKey HighlightsGreat exposure to the government sector Nearest MRT: Labrador Park Working Hours: Mon- Fri (office hours) Salary:  Up to $6,500 per month Contract Duration: 11 monthsKey ResponsibilitiesAct as a financial business partner to provide advice on financial planning, funding programs, operational issues, and tax...

Roles & ResponsibilitiesAre you an experienced financial adviser looking for the right platform to take your career to the next level? At Global Financial Consultants (GFC), we provide the infrastructure, support, and client network you need to maximize your earnings and expand your portfolio.Global Financial Consultants (GFC) is one of Singapore's most...

Roles & ResponsibilitiesResponsibilities:Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. Acquire...

Roles & ResponsibilitiesJOB DESCRIPTIONTo profile clients' needs and provide them with purposeful financial advice. To acquire new clients through your own means or through our dynamic range of business development and sales activities. Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques,...

Job DescriptionThis role involves serving walk-in clients at bank branches or tele-prospecting clients via the bank's expansive database. You will schedule consultations and conduct thorough fact-finding processes to identify clients' financial needs and goals. Adhering to all local and internal regulatory compliance requirements is essential.