Financial Planning Associate

Job Description: 85% of Singaporean have not written their Will yet! If you are passionate about helping people, this may be the career you are looking for As a Will Planning Associate, your role is to approach customers and introduce them to Council of Estate Planning (CEP) lawyers & Estate Planning Specialists. You will be a one point contact to your...

Company OverviewWe are Synergy Financial Advisers Ltd., a leading financial services company dedicated to providing top-notch financial planning and advisory services to our clients. Our team of experts is committed to delivering tailored solutions that meet the unique needs of each client.Job DescriptionWe are seeking an experienced Financial Planning...

**Two are better than one because they have good return for their labour** **A cord of three strands is not quickly broken.**: **Advisers**: **The Improbable Essential**: As you may have gathered, at LPA we do more than financial planning. Our name reveals that we recognise that financial planning fits into the larger agenda of life planning. Not everyone...

Job DescriptionWe are seeking a highly motivated and skilled Financial Planning Consultant to join our team at FINANCIAL ALLIANCE PTE. LTD.Key ResponsibilitiesTo profile clients' needs and provide them with purposeful financial advice, utilizing in-depth knowledge of financial planning techniques such as Asset Allocation, Unit Trusts, Life and Health...

We are looking for a Financial Planning Associate Director to join our team in Singapore. As a key member of our financial planning team, you will be responsible for providing financial planning solutions to high net worth clients.ResponsibilitiesDevelop and implement financial plans tailored to individual client needs.Collaborate with investment advisors to...

Permanent Employee, full-time, Singapore **What you will be doing**: - Preparing financial statements for clients - Preparing financial highlights disclosures for financial statements - Preparing excel schedules and notes as support for financial statements - Liaising with external parties in relation to financial statements, including investment managers,...

**The Role** As part of the Reporting Team, the Financial Planning & Analysis Associate will be assisting the manager in gathering insights and information across departments, analysing information and assumption with the aim of assessing and forecasting performance, capex decisions, and administering the budgeting exercise for the Group. The Associate...

Varsity Entrepreneur Internship (VEIN) In addition to the corporate training programme, undergrads will benefit from a specially curated in-house 10-week internship programme designed by us. Launched in 2012, VEIN Program is an internship program that allows undergrads to experience and understand more about the financial planning career, and to eventually...

Associate, Financial Planning & Analysis **About this role** The Financial Planning & Analysis (FP&A) organization plays an important role as trusted business partners to businesses, supporting all analysis, reporting, and business planning needs. We produce budgets, forecasts; create and analyze business metrics and identify cost savings opportunities;...

**The role** Reporting to the Group Financial Planning & Reporting Manager, the Finance Associate plays a key role in the coordination and preparation of periodic financial planning and performance activities performed at a Toll Group level, inclusive of Management Reporting. The role is involved in ensuring periodic Group planning and reporting activities...

OverviewLUMI SOLUTIONS PTE. LTD. is a reputable financial services provider seeking a highly motivated individual to join our team as a Financial Planning Associate on our Management Trainee Path.

Job Highlights - Receive unique and higher incentives unlike other financial advisors - Basic salary inclusive of CPF, no Bond, Medical & Dental Benefits, Annual Leave - Lifestyle and Family Values orientated environment - 1-1 Mentorship and Guidance - Become an expert in business and personal finance - Flexible working hours and location **Job...

Job OverviewAs a Wealth Management Associate at Altus Advisory, you will be part of the largest organization in HSBC Singapore. This role offers a range of exciting opportunities for professional development and career advancement.Key ResponsibilitiesDetermine clients' financial objectives, tax status, risk tolerance, or other information needed to develop a...

Lee Yin Apparel International Pte. Ltd., a leading apparel manufacturer and exporter, is seeking an experienced Financial Planning Manager to join its team. The successful candidate will be responsible for assisting the Group Accountant Manager in ensuring accurate financial reporting and providing strategic financial planning and analysis to meet the...

Roles & ResponsibilitiesJob Profile Summary:You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.Job Description:· Build and maintain clientele database· Establish Clients' financial objectives through Fact Find· Analyse Clients' data and determine suitable...

Imagine what we can INSPIRE with you Moody’s empowers people to make better decisions and achieve brighter futures. This is what motivates us to bring out the best in our products and our people. Join us. Forward Together.- Moody’s is a global integrated risk assessment firm that empowers organizations to make better decisions. Department - Ratings &...

Looking to start your career in the financial services industry and looking for a programme that will prepare you for the demands of the job, and provide you the right support while you make your mark? ABOUT CPF Contributions* Annual Leave Medical Benefit THE IDEAL CANDIDATE **Must be**: Minimum full certificate in GCE 'A' Level, International...

Formulate, maintain and improve the company's financial management procedures and policies, formulate annual and quarterly financial plans - Review the company's financial statements, check related transactions, consolidate statements and conduct financial analysis, and provide various financial reports to the company's management - Preside over the...

Are you an ambitious financial professional looking to elevate your career? Join us for professional and personal development while making a meaningful impact in the lives of our clients. Established in 1899, Manulife Singapore has been assigned an insurer financial strength rating of AA- with a stable outlook by S&P Global ratings. **Key...

**Financial Associate** - CPF contributions - Annual leave - Medical benefit **Responsibilities**: - Providing financial advice based on clients’ financial and protection needs - Providing recommendation to clients on wealth accumulation and legacy planning **Job Requirements** - Minimum education is a full certificate in GCE 'A' Level, International...