Financial Planning
8 hours ago
**About the role**
CGS-CIMB Securities (Singapore) Pte. Ltd. is one of the leading integrated financial service providers in Asia. With a global presence in over 20 countries, and backed with an award-winning research team, the Company is well-positioned as Asia’s leading financial gateway, providing well researched and in-depth analysis of financial products.
In Group Finance, we provide support and insightful analysis to business as well as management to enable the Company to make the right decisions. Our support areas include tax & accounting, reconciliation, capital management and business planning.
The successful incumbent will play an integral role in driving the team to deliver gold standards and ultimately towards the Company’s vision.
**Responsibilities**:
The incumbent will be responsible to:
1) Support FP&A/Product Control team in the preparation of daily, weekly and closing):
- Extraction and reconciliation of information from various data sources
- Transformation of data into reports through computations and compilation of Excel workbooks and uploading to financial systems
- Execution of cost allocations
- Build and maintenance of dashboards
- Identification and analysis of trends and variances
- Coordinate responses to stakeholder
2) Assist in the preparation of the annual budget exercise
3) Support adhoc projects
4) Assist to identify process bottlenecks and support workflow process improvement
5) Assist in the development of financial database and reports through the use of BI tools
**Job Requirements**
To thrive and be successful in this role, you must have / be:
- Diploma or Degree in Accounting / Business / Finance or equivalent
- Knowledge of general finance, accounting and/or product control processes
- Ability to work under tight timeline and be highly meticulous with numbers
- Advanced Excel spreadsheets skill with ability to work on big/multiple databases
- Prior working experience in FP&A (including experience with data analytics / reporting software such as IBM Planning Analytics, Anaplan, Thinkcell or Power BI) would be highly advantageous
-
Will Planning
2 weeks ago
Singapore Council of Estate Planning Full timeJob 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...
-
Financial Services Representative
3 days ago
Singapore Stellar Financial Full time $80,000 - $120,000 per yearRoles and ResponsibilitiesClient Relationship Management & ConsultationConduct in-depth consultations with prospective and existing clients to understand their priorities and financial objectives/needs, risk tolerance, and life circumstances.Build and cultivate long-term client relationships through proactive communication, regular portfolio reviews, and...
-
Independent Financial Adviser
2 weeks ago
Singapore Avallis Financial Full time $24,000 - $114,160 per yearWho 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...
-
Independent Financial Adviser(Ifa)
4 days ago
Singapore Avallis Financial Full time**Avallis Financia**l is a leading independent financial advisory firm, providing personalized financial planning solutions to individuals and businesses since 1997. With a reputation built on trust, integrity, and a client-first approach, Avallis empowers clients to achieve their financial goals through tailored advice and comprehensive wealth management...
-
Financial Advisor
1 week ago
Singapore Income Advisory Financial Advisers Full timeBreak Free from the 9–5 Rat Race – Become a Financial Consultant Singapore | Full-Time Are you working hard in a corporate role but feel stuck in the rat race?Do you dream of building financial freedom for yourself while helping others do the same?We're looking for ambitious individuals ready to take control of their career, income, and future. At Income...
-
Financial Planning
2 weeks ago
Singapore THE TALENT NETWORK PRIVATE LIMITED Full time $90,000 - $120,000 per yearOur client, a well-established organisation is seeking for a Financial Planning & Analysis ( FP&A ) Manager / Senior Manager - $ 9, AWS + attractive Bonuses / 21 annual leave / CentralWest AreaRequirementsDegree in Accountancy/ACCA/CA/CPAAt least 6 to 8 years Financial Planning & Analysis experience which including Budget Planning, Forecasting, Treasury -...
-
Financial Adviser
1 week ago
Singapore SYNERGY FINANCIAL ADVISERS LTD. Full timeTo service clients who are requesting financial planning services, providing wholesome advice, including: Personal Financial Planning, Personal Will and Estate Planning, HNWI Planning GI Insurance Candidate must have A Degree or A Diploma Mature and Outgoing Excellent communication and sales skills. Relevant experience.
-
Financial Adviser
8 hours ago
Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full timeAre 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 venerable and...
-
Financial Adviser
21 hours ago
Singapore SYNERGY FINANCIAL ADVISERS LTD. Full timeRoles & Responsibilities 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 Candidate must have A Degree or A Diploma Mature and Outgoing Excellent communication and sales skills. Relevant experience. Tell...
-
Independent Financial Adviser
1 week ago
Singapore Avallis Financial Pte Ltd Full time**Five Reasons to consider Independent Financial advisory with Avallis Financial as a career.** 1) With no agency ties, our Clients can rest assured our neutral and independent recommendations give Clients the true luxury of choice through our extensive range of financial planning solutions. This environment allows us to maintain high standards and find...