Total 1,010 financial controller job vacancies in Singapore

Job Summary: We are seeking a highly analytical Group Financial Analyst to support a client in group-level financial consolidation, planning, analysis, and budgeting. This role focuses on delivering high-quality group insights, management reporting, and forward-looking analysis to support strategic decision-making. The ideal candidate will have strong expertise in accounting principles, consolidation accounting, and financial reporting.

Key Responsibilities:

Ø  Group Consolidation & Reporting

·        Perform monthly consolidation of group financial results, includingintercompany eliminations and alignment of reporting structures.

·        Prepare and enhance monthly group management reports, dashboards, and variance analyses for senior management and stakeholders.

·        Maintain and continuously improve group consolidation models, charts of accounts, and reporting templates to ensure consistency and comparability across the group.

Ø  Planning, Budgeting & Forecasting

·        Coordinate the annual group budget process, including consolidation of budgets submitted by business units and operating entities.

·        Support periodic forecasts and long-range planning exercises, incorporating operational, market, and financial assumptions.

·        Partner with business and operations teams to understand drivers of performance and translate them into financial forecasts and scenarios.

Ø  Financial Analysis & Decision Support

·        Deliver in-depth financial and performance analysis, including trend analysis, sensitivity analysis, and KPI monitoring across the group.

·        Provide actionable insights on profitability, cost structures, working capital, and capital allocation to support strategic initiatives.

·        Support M&A, investment, and strategic projects through financial modelling, scenario analysis, and post-investment performance tracking.

Ø  Systems& Process Improvement

·        Maintain and enhance ERP and EPM systems to support efficient consolidation, planning, and reporting processes.

·        Identify opportunities to improve data quality, automation, and reporting efficiency across group finance processes.

·        Participate in ad hoc projects and cross-functional initiatives as required.

Work Environment

·        Fast-paced, analytical, and performance-oriented environment.

·        Collaborative culture with exposure to senior stakeholders and group-wide decision-making.

Job Requirements

Ø  WorkExperience

·        Minimum 5 years of relevant experience in group reporting, consolidation, financial planning & analysis (FP&A), or corporate finance.

·        Strong hands-on experience in group consolidation, management reporting, and financial analysis.

·        Experience supporting M&A, business combinations, or strategic projects is preferred.

Ø  Qualifications

·        Bachelor’s degree in Accounting, Finance, or a related field.

·        CPA, CA, CFA, or equivalent professional qualification is preferred.

Ø  Skills

·        Strong analytical, modelling, and problem-solving skills.

·        Ability to communicate complex financial information clearly to non-finance stakeholders.

·        Proficiency in ERP, consolidation, and planning tools, with an interest in process and system optimisation.

Ability to thrive in a fast-paced, collaborative work environment.

About Us:

From business process re-engineering to global business expansion for Japanese corporations, ABeam Consulting has served our clients through more than 40 years of growth. With our vision of being the No.1 global consulting firm from Asia, ABeam Consulting helps our clients take on the challenge of business transformation. With 4,400 consultants in Japan, and3,100 in overseas offices concentrated in Asia, our 7,500 consultants and global alliance partners provide truly comprehensive services.

Responsibilities:

Core Banking Business Transformation Leadership

• Lead end‑to‑end core banking transformation programs, driving client outcomes, governance, and delivery excellence.
• Advise on strategy, operating models, and roadmaps across Payments, Lending, Trade Finance, Deposits, Accounts, Risk, and Finance.
• Provide trusted advisory support to client executives on transformation risks, prioritization, trade-offs, sequencing, and benefits realization.
• Manage multi‑stream programs, align stakeholders, and ensure decisions are anchored in business value, customer impact, and regulatory compliance.
• Facilitate executive forums, workshops, and steering committees to accelerate transformation.

Business Development

• Build senior client relationships and originate opportunities in core banking, digital banking, payments, lending, and trade finance.
• Lead proposals, RFPs, solution design, and commercial discussions.
• Collaborate with vendors and partners to shape joint offerings and bring market insights into client engagements.
• Contribute to practice growth through thought leadership, methodologies, and go‑to‑market assets.

People Leadership

• Lead and coach consulting teams, fostering a high‑performance culture.
• Guide delivery excellence in road maps, operating models, business cases, and executive presentations.
• Share best practices and build firm capability in banking technology transformation.

Requirements:

• Bachelor's degree in any relevant field.
• Minimum 10 years of professional experience in a consulting firm, with significant experience serving banking or financial services clients.
• Proven track record leading large-scale banking transformation, core banking transformation, operating model transformation, or technology-enabled business transformation engagements.
• Strong consulting background with experience in client advisory, engagement leadership, business transformation, stakeholder management, and executive-level communication.
• Deep understanding of banking business domains such as Payments, Lending, Trade Finance, Loans, Deposits, Accounts, Customer, Channels, Operations, Risk, Finance, and related enterprise functions.
• Experience managing complex, multi-workstream transformation programs involving business, operations, technology, risk, compliance, finance, and external partner stakeholders.
• Ability to translate business strategy and client priorities into transformation roadmaps, target operating models, capability designs, implementation plans, and value realization frameworks.
• Experience leading senior client workshops, steering committees, executive updates, stakeholder alignment sessions, and decision-making forums.
• Strong track record in proposal development, RFP responses, opportunity origination, solution shaping, commercial discussions, and pipeline development.
• Experience developing business cases ,transformation roadmaps, operating model designs, governance structures, change management approaches, and executive-level deliverables
• Proven ability to lead, mentor, and develop consulting teams while ensuring high-quality client deliverables.
• Strong executive presence, structured problem-solving skills, business acumen, and ability to operate effectively in complex client environments.
• Experience engaging senior stakeholders such as CIO, COO, CTO, CDO, Heads of Transformation, Operations, Payments, Lending, and business unit leaders will be advantageous.
• Japanese language proficiency is an advantage, as it is required for liaising and communicating with Japanese-speaking clients and stakeholders.

Why Join Us

At ABeam Consulting, we place a strong emphasis on collaboration, and helping our employees grow and develop their skills, offering a supportive and empowering work environment. With a presence in multiple countries and a diverse range of clients, ABeam Consulting offers an exciting and dynamic workplace for individuals looking to build a career in consulting. ABeam Consulting has also recently joined SAP’s regional strategic partner initiative as their first regional partner in the region and has also been recognized by UiPath as a Diamond Partner in providing RPA solutions. With such accolades, we aim to continue driving enterprise and digital transformation initiatives in order to transform the way people work and communicate in the digital age. In addition, our industry team is working tirelessly in order to bring more solutions to the banking and finance sector.

Weregret only shortlisted candidates will be notified.

Job Description & Requirements

One of the best WORK FROM HOME opportunities

(High Income | Flexible Hours | No Cold Calling | Full Mentorship Provided)

Are you feeling stuck, overlooked, or underpaid?

Perhaps you’re:

-Working long hours but your income hasn’t grown in years

-Feeling replaceable in your current job, despite your effort

-Out of the workforce for some time and struggling to get a second chance

-New to financial services and told you “don’t have the right background”

-Tired of being looked down on, micromanaged, or undervalued

Responsibilities

• Partner with the Head of Internal Audit to shape and execute the regional IT audit plan, focusing on key technology and security risks.
• Perform risk assessments across IT infrastructure, systems, and applications to identify priority audit areas.
• Lead and conduct end-to-end IT audits, covering infrastructure, cybersecurity, access controls, and system configurations.
• Mentor and guide junior auditors, supporting knowledge development in IT audit and strengthening team capabilities.
• Evaluate the design and effectiveness of internal controls within technology environments, ensuring alignment with policies and regulatory standards.
• Identify control gaps and risk exposures, and drive follow-up actions to ensure timely remediation.
• Prepare comprehensive and well-structured audit reports, providing actionable recommendations to management.
• Coordinate and oversee audit activities across regional offices, ensuring consistency in methodology and reporting standards.
• Engage with internal stakeholders including IT, Risk, and Compliance teams, as well as external auditors and regulators where required.
• Contribute to continuous improvement initiatives, including enhancing audit methodologies, leveraging data analytics, and adopting automation tools.

Requirements

• Degree in Accounting, Finance, Information Systems, or a related field, with relevant certification (e.g. CISA or equivalent preferred).
• At least 7 years of experience in IT audit / technology risk, with strong exposure to infrastructure and IT security environments.
• Familiarity with regulatory frameworks in a financial services or MAS-regulated environment is advantageous.
• Strong stakeholder management skills with the ability to handle regional responsibilities and travel when required.

Please submit your updated resume in Word format by using the Apply Now Button.
We regret that only shortlisted candidates will be notified.
Email resume to ken.ng@peopleprofilers.com

People Profilers Pte Ltd, 20 Cecil Street,#08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724

http://www.peopleprofilers.com
EA License Number: 02C4944
Registration Number: R1872398

Posting Personnel: Ng Jwee Ken

One of the best WORK FROM HOME opportunities

(High Income | Flexible Hours | No Cold Calling | Full Mentorship Provided)

Are you feeling stuck, overlooked, or underpaid?

Perhaps you’re:

• Working long hours but your income hasn’t grown in years

• Feeling replaceable in your current job, despite your effort

• Out of the workforce for some time and struggling to get a second chance

• New to financial services and told you “don’t have the right background”

• Tired of being looked down on, micromanaged, or undervalued

• Up till $3,000 basic + Allowances + Commission + Incentive and Bonus

• Client-facing Role

• Strong SME Financing Positioning

• Established & Credible Brand (Since 1981)

• Strong Earning Potential
  

Our Client, a market-leading integrated solutions provider, is inviting qualified candidates to fill the position as Relationship Manager.

RESPONSIBILITIES:

• Identify, target and onboard clients in the IT / Construction / General sectors with business loan or equipment financing requirements.

• Generate leads through networking, cold calling, referrals and site visits.

• Conduct detailed needs analysis to match financial products to client needs.

• Maintain and grow a pipeline of qualified opportunities and achieving monthly loan disbursal targets.

• Work closely with credit and risk teams to ensure smooth loan processing and client satisfaction.

• Ensure all documentation, customer due diligence and KYC norms are followed as per regulatory and company guidelines.

• Build long-term relationships with business owners or decision-makers.

• Stay updated on industry trends, competitor offerings and lending norms.

• Track client lifecycle events (e.g. new project, merger, expansion plans) for upselling opportunities.
  

REQUIREMENTS:

• Diploma/ Bachelor’s Degree in Business and Finance

• 2–4 years of sales experience

• Proven experience in dealing with clients in the IT / Construction / General industry

• On-the-job training will be provided

• Excellent communication and negotiation skills

• Result-oriented with the ability to work independently and in teams

Job Scope:

• Assist in the monthly closing and forecasting process for multiple entities.

• Prepare forecasts and provide recommendations for corrective actions where necessary.

• Consolidate monthly forecasts and prepare detailed variance analysis reports.

• Investigate unusual variances and work with relevant stakeholders to resolve issues.

• Develop periodic management reports, dashboards, and presentations for management review.

• Support business performance analysis and provide insights to facilitate decision-making.

• Manage daily schedules, appointments, meetings, and travel arrangements for management.

• Coordinate meetings and follow up on action items to ensure timely completion.

• Provide administrative and operational support to senior management.

• Prepare presentation materials, reports, and business correspondence.

• Handle confidential information with professionalism and discretion.

• Perform other ad-hoc duties and projects as assigned.

Requirements :

• Minimum Diploma or Bachelor's Degree in Accounting, Finance, Business Administration, or a related discipline.

• At least 2 to 3 years of experience in accounting, financial reporting, business reporting, or a similar analytical role

HOW TO APPLY:

Interested applicants, kindly send your resume in MS WORD format or please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

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EA License No: 19C9950

EA Personnel: Tan Sin Yong (Stella)

EA Personnel Reg No: R24124127

About the company
An established global financial services firm with a strong market presence in the insurance sector is expanding its finance function in Singapore. 

About the job
This specialized financial reporting position offers an excellent opportunity to manage statutory compliance and technical ledger closure workflows within a prominent insurance organization.

• End-to-end preparation of monthly, quarterly, and annual financial statements in accordance with relevant statutory requirements.

• Preparing and ensuring timely submission of MAS regulatory returns.

• Participating actively in the ongoing maintenance, reporting, and disclosure workflows under the IFRS 17 standard, collaborating closely with the actuarial and IT teams.

• Handle incoming financial inquiries and facilitate effective communications with auditors and external regulatory bodies.

• Identifying opportunities to streamline reporting workflows, enhance data automation, and strengthen internal controls.

Skills and experience required
The ideal candidate will bring solid technical competence in corporate reporting alongside an analytical mindset.

• At least 2 years of financial reporting experience within the insurance industry.

• Bachelor's degree in accountancy, finance, or a related discipline, with a preferred professional certification such as CA or CPA status.

• Hands-on exposure to MAS regulatory requirements and a solid, practical understanding of IFRS 17 are essential for this role.

• Strong communication and interpersonal skills, with the ability to translate complex financial data into actionable insights for diverse stakeholders.

• A resilient problem-solver who thrives in a collaborative, fast-paced environment.

• Big 4 Insurance Auditors who are looking to make their first or second move into the commercial sector are highly encouraged to apply.

To apply online please use the 'apply' function, alternatively you may contact Lynette Lim.
(EA: 94C3609/ R1435181 )

Job Summary

You will advise individuals and families on insurance protection and wealth planning, delivering tailored solutions for life insurance, health coverage, savings, and investment-linked plans. You will build and sustain long-term client relationships through regular portfolio reviews, identify financial gaps, and recommend effective strategies to grow client wealth and your personal brand.

Responsibilities

• Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth
• Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs
• Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly
• Identify financial gaps through detailed client assessments and recommend appropriate wealth-building strategies
• Build and expand a personal client portfolio by establishing trust and delivering consistent value
• Cultivate a professional personal brand within the financial services industry to enhance client acquisition and retention
• Demonstrate resilience and adaptability by embracing coaching and continuous learning in a dynamic environment
• Communicate complex financial concepts clearly and persuasively to diverse client profiles

Required competencies and certifications

• Meet minimum MAS regulatory requirements: Age 21 years and above
• Hold minimum educational qualifications: A Levels, Local Polytechnic Diploma, or Degree (any discipline)
• Possess Singaporean or Permanent Resident status as required for licensing

Preferred competencies and qualifications

• Strong interest in finance, wealth building, and personal development
• Self-motivated with a results-driven mindset
• Positive attitude and resilience in a fast-paced, performance-based environment
• Advantage if M5/RES5, M9, M9A & HI cert is valid

Other Information

High-Impact Market Infrastructure
Hands on development

About the Company

We are partnering with a top-tier global financial institution specializing in market infrastructure and transaction services. Operating in a fast-paced, international environment, they provide critical backend solutions that keep global financial markets moving safely and efficiently.

About the Job

• Impactful Work: Design and build high-quality, scalable backend applications for business-critical financial operations.

• Modern Work Style: Enjoy a hybrid arrangement (minimum 2 days in the office) with a culturally diverse, collaborative team.

• Tech-Driven Culture: Work in an agile setting where you can question assumptions, explore new ideas through coding, and simplify complex technical architecture.

• Full Ownership: Take charge of the entire lifecycle—from hands-on development and testing to pushing solutions into production.

• Operational Excellence: Collaborate with global counterparts to ensure smooth day-to-day operations and successful system delivery.

Requirements

• Minimum 5 years of commercial software development experience (UNIX/Windows) with a Computer Science or Engineering degree.

• Strong hands-on coding and development expertise in Java 17+, Spring Boot, Hibernate/JPA, and Maven

• Data & Scripting: Solid knowledge of SQL (PostgreSQL/DB2 preferred) alongside Linux and Shell Scripting.

• DevOps & Architecture: Familiarity with containerization (Kubernetes/OpenShift), CI/CD pipelines, Microservices, and Kafka.

• Bonus Points: Experience with AWS, Python/Perl, modern Git workflows (Jenkins, GitLab/Bitbucket), or an investment banking background.

• Soft Skills: Excellent English communication skills, a problem-solving mindset, and the ability to confidently present ideas during sprint reviews.
  

  
  To apply online please use the 'apply' function, alternatively you may contact Evangeline. (EA: 94C3609/ R24124002)

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!

Digital Marketing Executive (Financial Education – Creative Funnel Marketer)

5 days, 10am-6pm (Hybrid work arrangement, 3 days WFH)

Salary: $3800-$4200

Location: Eunos Ave 3, 409839

Job responsibilities:

• Brainstorm creative marketing ideas and execute performance-driven campaigns on Meta and Google
• Build and optimise conversions funnels, running A/B tests on ad creatives, landing pages and sales pages to maximise return on ad spend
• Translate offers and big ideas into compelling hooks and messaging that attract, engage and convert
• Write authentic and persuasive direct-response copy across ads, video scripts, landing pages, sales pages, emails, and more
• Conceptualise thumb-stopping video ads and work closely with video editors to bring them to life — from scripting and storyboarding to post-edit briefs
• Produce clear creative briefs for designers to create visually exciting ads, landing pages and other visual assets
• Work with content specialists to develop lead-generation assets such as e-books, reports and short courses
• Leverage Gen AI tools to accelerate the conceptualisation and production of marketing assets
• Stay ahead of new ad channels, formats, tools and creative trends

Requirements:

• Diploma or Degree holder
• Minimum one year of experience in digital marketing, advertising, or performance marketing
• (Preferred) Interest in financial markets, investing, or trading
• Strong copywriting skills (ads, landing pages, emails)
• Experienced in funnel building and marketing angles

Cheong Yeat Long | R25145358

The Supreme HR Advisory Pte Ltd | EA 14C7279

At Fort Financial, we are building a team of driven individuals who are interested in developing a long-term career in financial planning and wealth advisory.

This is a structured career pathway where you will receive training, mentorship, and guidance to gradually build your own client portfolio within a regulated financial advisory environment.

You will gain real exposure to financial planning conversations and processes while developing the foundational skills required to grow into a licensed Financial Advisor.

No prior experience is required as full training and support will be provided.

Key Responsibilities

• Engage with clients to understand their financial goals and needs

• Support discussions on financial planning areas such as protection, savings, retirement, and wealth building

• Assist in developing and maintaining long-term client relationships

• Build and manage your personal client portfolio under guidance

• Apply structured advisory processes in a professional and compliant manner

• Participate in training sessions, workshops, and ongoing development programmes

Why Join Fort Financial

• Flexible working arrangement with autonomy over your schedule (subject to progression and performance)

• Performance-based income structure with uncapped earning potential

• Structured training and mentorship programme provided

• Full operational and administrative support

• Clear career development pathway in financial advisory

• Exposure to real client advisory work and financial planning cases

• Supportive, growth-oriented team culture

Who We Are Looking For

• Singapore Citizens or Permanent Residents (due to regulatory requirements)

• Diploma or Bachelor’s degree holders from any discipline

• Fresh graduates and mid-career switchers are welcome

• Strong communication and interpersonal skills

• Self-motivated, disciplined, and willing to learn

• Comfortable with a performance-based career structure

• Interest in finance, business, or client-facing roles is an advantage

Training & Licensing Support

We provide structured support to help you complete MAS-required CMFAS examinations (M5, M9, M9A, HI), along with onboarding training to support your transition into a licensed Financial Advisor.

About Fort Financial

Fort Financial is a financial advisory practice focused on developing professionals who are committed to delivering client-centric financial planning solutions.

We believe in building careers through structured training, mentorship, and real-world advisory exposure in a supportive environment.

Apply Now

If you are looking for a career that offers growth, flexibility, and meaningful client impact, we welcome your application.

Shortlisted candidates will be contacted for the next steps.

Goldman Sachs 

The Goldman Sachs Group is a bank holding company and a leading global investment banking, securities and investment management firm. Goldman Sachs provides a wide range of services worldwide to a substantial and diversified client base that includes corporations, financial institutions, governments and high net worth individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Hong Kong and other major financial centers around the world. 

We are committed to growing our distinctive Culture and upholding our core values which always place our client's interests first. These values are reflected in our Business Principles, which emphasize integrity, commitment to excellence, innovation and teamwork. 

Job Summary & Responsibilities

Global Compliance manages the firm’s compliance, regulatory and reputational risks by ensuring adherence to laws, rules and regulations. The division monitors trends and changes in regulations in all jurisdictions in which the firm does business and develops and implements firmwide and divisional policies and procedures. In addition to advising the firm’s businesses, Global Compliance is responsible for participating in audits and inquiries, Compliance learning, surveillance and testing the firm’s risk management infrastructure.

Financial Crime Compliance ("FCC") is part of the firm's Global Compliance Division and is responsible for coordinating the firmwide anti-financial crime program. The team designs, develops, implements and oversees a wide range of systems and controls designed to prevent and detect money laundering, terrorist financing, government sanctions violations, fraud, corruption and other misconduct.  Within FCC, the Conduct and Insider Threat (“C&I”) team is responsible for the firm’s Business Integrity and Insider Threat Programs, and Compliance Conduct Risk.

The successful candidate will engage in the FCC C&I program across Asia Pacific, promoting the highest standards of business integrity and employee conduct in order to support the regional and firmwide anti-financial crime program.

Principal Responsibilities

• Promoting the firm’s Core Values, Business Principles, and Code of Business Conduct and Ethics
• Championing the firm’s Business Integrity/Whistleblower Program
• Identifying, measuring and managing Conduct Risk
• Investigating suspected breaches
• Implementing robust preventative and detective controls, policies and procedures, and training
• Providing insightful metrics and management information 

Experience/Skill Requirements

• Experience investigating complex and sensitive matters 
• Detail-oriented, well organised and able to work autonomously 
• Excellent written and verbal communication skills 
• Exceptional interpersonal skills and stakeholder management 

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2026. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. 

Job Description:

• Support the onboarding of representatives, ensuring all internal procedures and regulatory requirements are met.
• Ensure compliance with relevant regulatory frameworks through suitability assessments, ongoing monitoring, and periodic screenings, including annual declarations.
• Review and assess suitability cases, escalating where necessary, particularly for cases with adverse findings and recommended supervisory actions.
• Handle administrative matters related to representatives, including transfers and maintenance of identification records.
• Assist in coordinating and executing internal events and company initiatives.
• Perform general administrative and clerical duties as assigned.
• Participate in ad-hoc tasks and projects as required.

Requirements:

• Diploma or Bachelor’s degree in any discipline.
• Basic understanding of regulatory and compliance requirements within the financial services industry.
• Experience in suitability assessments and monitoring processes is an advantage.
• Good communication and interpersonal skills.
• Proficient in Microsoft Office applications (Excel and Word).
• Resourceful, proactive, and able to work well in a team.
• Meticulous with strong attention to detail.
• Able to manage multiple tasks, work under pressure, and adapt in a fast-paced environment.