Financial Planning Officer

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...

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...

**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...

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...

**Roles & Responsibilities** **Key Responsibilities** 1. **Financial Management**:Manage the company's financial operations, including budgeting, forecasting, and auditing. Ensure that the financial transactions, policies, and procedures meet the organization's short and long-term business objectives and are conducted in accordance with regulations,...

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,...

Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...

Bright Point International Financial (SG) SingaporePosted 2 hours ago In-Office Permanent Competitive Bright Point Financial Group (BPI) is a boutique financial services firm offering a one-stop shop service to institutional clients across global market access, derivatives clearing, OTC derivatives, inter-dealer broking, and precious metals trade...

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...

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 & 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...

Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...

**Key Roles** - Provide Financial Planning Services. - Distribute wide range of Financial Products for Investment and Insurance. - Acquire, Advise and Accompany Clients in their Life’s Financial Journey. - Provide the best accountability, experience, service and follow up **Career Requirements** - Excellent communication and interpersonal skills -...

To service clients who are - requesting financial planning services, - providing wholesome advice including: - Personal Financial Planning, - Personal Will and Estate Planning, - HNWI Planning - GI Insurance - A Degree or A Diploma - Mature and Outgoing - Excellent communication and sales skills.

**Who are we?** Avallis Financial is an independent financial advisory firm in Singapore that was established in 1997. Our focus is on providing open, transparent, and client-centered service models to empower our clients while putting their interests first. We strive to offer the best services to clients while giving them a clear advantage at all times. We...

Roles & ResponsibilitiesAs the Senior Manager / Manager, FP&A, play a key role in supporting financial planning, budgeting, forecasting, and analysis activities. This role requires a detail-oriented and analytical professional who can provide actionable insights to drive business decisions. The ideal candidate will have a strong background in financial...

Roles & ResponsibilitiesAs the Senior Manager / Manager, FP&A, play a key role in supporting financial planning, budgeting, forecasting, and analysis activities. This role requires a detail-oriented and analytical professional who can provide actionable insights to drive business decisions. The ideal candidate will have a strong background in financial...

Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path...