Financial Assistant

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,...

**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 -...

Brief overviewDM Financial ("DM") is a professional services firm with offices in Singapore, Ireland, Cayman Islands, Netherlands, Bulgaria, Luxembourg 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 investments,...

At JS Jireh, we maintain high quality advice, persistency ratios and compliance to ensure that we continue to develop and deliver quality solutions to our clients. We support our teams by equipping them with the necessary knowledge and skills needed to succeed in their role. Our team comprises of individuals who have remained in our team for many years as...

**Responsibilities**: Provide clients with advice on financial matters, making recommendations on the ways to achieve their financial goals using various financial solution from different companies. **Job Duties**: - contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises; - conducting...

Join us as a Financial Planner Kickstart a career where you can empower others through tailored financial advice.Some careers grow faster than others As an HSBC Life Financial Planner, you'll help customers with their financial journey. You'll guide them in achieving their financial goals, no matter what they are. You'll support them in mapping out their...

**Why GFC?**: - Training & Support Provided - We ensure that you’re given opportunities to succeed - Career Advancement Opportunities - Quarterly Team-Building Initiatives - Close-Knit Environment - Opportunity to work with a diverse team Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management...

**Why GFC?**: - Training & Support Provided - We ensure that you’re given opportunities to succeed - Career Advancement Opportunities - Quarterly Team-Building Initiatives - Close-Knit Environment - Located at CBD, minutes away from Raffles Place & Telok Ayer MRT - Opportunity to work with a diverse team Global Financial Consultants (GFC) is one of...

Assist clients with financial planning such as Insurance Planning, WealthAccumulation and Wealth Preservation. - Assist clients with Investment Planning such as Collective Investment Schemes. - Assist client with Health Insurance Planning. - Assisting clients with their financial decision planning. - Ability to assess the needs of the client’s financial...

**Roles & Responsibilities** **About us** We are a boutique professional services firm headquartered in Ireland with offices in Europe, North America and Asia. Formed in 2007, the firm has in excess of 100 staff including 45 qualified accountants. Our Singapore office, established in 2014, currently consists of 26 staff including 13 qualified...