Current jobs related to Financial Services Specialist - Singapore - GREEN APPLES ADVISORY PTE. LTD.

  • Financial Services Talent Acquisition Specialist

    1 week ago

    Singapore STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD. Full time

    Our company, STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD., is seeking a highly motivated and enthusiastic individual to join our team as a Management Associate. As a key member of our business development team, you will play a crucial role in supporting our recruitment efforts and contributing to the growth and success of our organization. In this role,...

  • Financial Services Specialist

    3 weeks ago

    Singapore United Overseas Bank Full time

    About the RoleThe United Overseas Bank is seeking a skilled Financial Services Specialist to join our team. As a key member of our Privilege Banking department, you will be responsible for providing exceptional financial advisory services to our affluent and high net worth clients.Key Responsibilities• Provide financial advisory services and appropriate...

  • Financial Services Specialist

    4 days ago

    Singapore Lockheed Martin Full time

    Financial Services SpecialistWe are seeking a talented Financial Services Specialist to join our APAC Finance team. This role is based in Singapore and will involve performing multiple financial activities within various finance job functions and accounting tasks.About the role:Provide financial services to local branches in European countries, ensuring the...

  • Financial Services Specialist

    2 weeks ago

    Singapore OCBC Bank Full time

    Consumer Financial Services DivisionAt OCBC Bank, we are committed to providing exceptional customer service and innovative financial solutions. As a Financial Services Specialist, you will play a key role in serving our customers across Singapore, Malaysia, Indonesia, and China.Key Responsibilities:Provide "one-stop" banking solutions to our customers.Offer...

  • Financial Services Specialist

    1 month ago

    Singapore United Overseas Bank Full time

    About the RoleThe United Overseas Bank is seeking a skilled Financial Services Specialist to join our team. As a key member of our Privilege Banking department, you will be responsible for providing exceptional financial advisory services to our affluent and high net worth clients.Key Responsibilities* Provide financial advisory services and appropriate...

  • Financial Services Consultant

    2 months ago

    Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesAre you looking to be a financial service professional in a leading multiple provider Financial Advisory firm?Job Highlights· Fulfilling Career with Attractive Remuneration Model· Exciting Career Progression and Developmental Pathway· Flexible Hours & Work Life BalanceJob DescriptionWe are looking for dynamic and talented candidate...

  • 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...

  • Financial Service Consultant

    1 month ago

    Singapore THE SPECIALIST OPINION PRIVATE LIMITED Full time

    Roles & ResponsibilitiesLooking for Financial Enthusiasts to join our team. Leads will be provided to you!If you have a passion for finance or interested to see how the finance industry is like,we want to hear from you! You will play a vital role in helping our clients achieve theirfinancial goals!!Previous work experience is not mandatory; we warmly welcome...

  • Financial Services Specialist

    2 weeks ago

    Singapore OCBC Bank Full time

    Consumer Financial Services DivisionThe Consumer Financial Services division at OCBC Bank serves millions of customers across Singapore, Malaysia, Indonesia, and China. Our customer proposition caters to high net worth, premier, and emerging affluent individuals through our premier private, wealth management, and affluent banking propositions.As a Financial...

  • Financial Services Specialist

    2 weeks ago

    Singapore OCBC Bank Full time

    Role OverviewAs a Financial Services Specialist at OCBC Bank, you will be responsible for providing quality wealth advisory services and financial product recommendations to High Net Worth Private Clients. Your primary goal will be to enhance franchise value by cross-selling appropriate wealth solutions based on an advisory-based approach.Key...

  • Financial Operations Specialist

    1 week ago

    Singapore STAFFLINK SERVICES PRIVATE LIMITED Full time

    Job Summary:We are seeking a reliable and detail-oriented Financial Operations Specialist to join our team at Stafflink Services Private Limited. As a key member of our finance department, you will be responsible for maintaining the accuracy of our general ledger, handling accounts payable and receivable processes, and managing our fixed assets register.Key...

  • Financial Services Specialist

    2 weeks ago

    Singapore eFinancialCareers Full time

    As a Financial Services Specialist at eFinancialCareers, you will be responsible for providing personalized financial guidance to high net worth individuals. Your role will involve reviewing clients' current financial positions, existing investments, income sources, and expenses to develop tailored investment strategies.Key responsibilities...

  • Financial Services Regulatory Compliance Specialist

    1 week ago

    Singapore KPMG - Singapore Full time

    Job Title: Financial Services Regulatory Compliance SpecialistKPMG - Singapore is seeking a highly skilled Financial Services Regulatory Compliance Specialist to join our team. As a key member of our financial services practice, you will work closely with clients to help them navigate the complex regulatory landscape and ensure compliance with relevant laws...

  • Financial Services Specialist

    1 month ago

    Singapore DBS Bank Limited Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Specialist to join our team at DBS Bank Limited. As a key member of our Group Finance team, you will be responsible for leading process improvement initiatives, driving change management, and designing future operating and data models.Key ResponsibilitiesLead process improvement...

  • Financial Services Compliance Specialist

    7 days ago

    Singapore FINEXIS ADVISORY PTE. LTD. Full time

    Job SummaryWe are seeking a highly skilled Financial Services Compliance Specialist to join our team at FINEXIS ADVISORY PTE. LTD. The ideal candidate will have a strong background in financial services compliance and regulations, with excellent analytical and communication skills.Key Responsibilities:Validate Know-Your-Client submissions by consultants to...

  • Senior Financial Operations Specialist

    1 week ago

    Singapore BUSINESS EDGE PERSONNEL SERVICES PTE LTD Full time

    Job Title: Senior Financial Operations SpecialistJob Summary:We are seeking a highly skilled Senior Financial Operations Specialist to join our team at BUSINESS EDGE PERSONNEL SERVICES PTE LTD. The successful candidate will be responsible for performing various financial operations tasks, including processing payments, coordinating procurement, and managing...

  • Senior Financial Analyst

    2 weeks ago

    Singapore HAYS SPECIALIST RECRUITMENT PTE. LTD. Full time

    Key ResponsibilitiesYour new role at HAYS SPECIALIST RECRUITMENT PTE. LTD. involves supporting management reporting and month-end activities related to the group or entity assigned. This includes performing analysis on financial performance, supporting FP&A, and spearheading and implementing essential projects and new advancements. RequirementsMinimally,...

  • Financial Services Reporting Specialist

    3 days ago

    Singapore LMA Full time

    Job DescriptionLMA is seeking a skilled Financial Services Reporting Specialist to join our team.Key Responsibilities:Prepare and review accurate and high-quality periodic reports for clients.Coordinate internal data flow to ensure timely and accurate report completion.Maintain up-to-date records of SLAs, IMAs, and reporting guidelines for management...

  • Senior Financial Adviser

    2 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 highly experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...

  • Part Time Financial Services Specialist

    7 days ago

    Singapore SUPERHERO PRODUCTIONS Full time

    Roles & ResponsibilitiesAs a part-time financial services specialist, you will be responsible for conducting sales meetings with clients, assisting them in managing their portfolio, and consulting with them on asset management. Your flexible working schedule will allow you to work from home, online, or visit clients' places. You will be rewarded with a basic...

Financial Services Specialist

2 months ago

Singapore GREEN APPLES ADVISORY PTE. LTD. Full time
About Us

At Green Apples Advisory Pte. Ltd., we are dedicated to providing our clients with exceptional financial planning and wealth management services. Our team of experts is committed to helping individuals and families achieve their financial goals and secure their financial future.

Job Summary

We are seeking a highly skilled and motivated Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for providing quality and innovative financial planning solutions to our clients, evaluating and assessing their financial standing, and providing customized advice and solutions.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique financial goals and objectives.
  • Evaluate and assess clients' financial standing, identifying areas for improvement and providing recommendations for optimization.
  • Provide customized advice and solutions to clients, leveraging your expertise in financial planning and wealth management.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
  • Collaborate with internal teams to develop and implement business strategies, driving growth and revenue.
Requirements
  • Professional degree or polytechnic diploma in a relevant field.
  • Minimum 2 years of experience in financial planning and wealth management.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to evaluate complex financial data and provide actionable recommendations.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
What We Offer
  • Competitive salary and benefits package.
  • Opportunities for career advancement and professional growth.
  • Collaborative and dynamic work environment.
  • Professional development and training opportunities.
  • Recognition and rewards for outstanding performance.