Total 669 Finance / Banking / Insurance job vacancies

Senior Executive, Finance

• Working Days & Hours: Monday to Friday, 9.00am – 6.00pm or 8.30am – 5.30pm.

• Location: NTU, 61 Nanyang Drive

• Salary: $3,200-$4,500 (Good experiences candidate can try $5000)

• Hybrid work arrangement (3 days in office and 2 days work-from-home) available upon confirmation, subject to performance and management approval.

Responsibilities

• Support the company's accounting and taxation functions and ensure compliance with accounting and tax regulations.

• Assist with financial and management reporting, including variance analysis between actual figures and budgets.

• Assist in budget preparation and periodic forecasting.

• Handle company tax, GST, and withholding tax reporting.

• Manage core accounting functions, including General Ledger (GL), Accounts Payable (AP), and Accounts Receivable (AR).

• Implement and review financial policies and procedures.

• Support ERP system management, digitalization initiatives, and system migration exercises.

• Manage and track grant funding opportunities.

• Handle corporate, legal, and secretarial matters.

• Assist the Managing Director and Group Head in evaluating new business opportunities and conducting financial due diligence for acquisitions.

• Liaise with the holding company in Germany, external auditors, tax agents, bankers, and operational stakeholders.

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

Requirements

• Diploma or Degree in Accountancy, or CPA qualification.
• Minimum 5 years of relevant accounting experience. Candidates with at least 3 years of relevant experience and a stable employment history (minimum 3 consecutive years with one company) may also be considered.
• Experience in financial reporting, budgeting, and forecasting.
• Knowledge of accounting principles, taxation, and compliance requirements.
• Experience in General Ledger (GL), Accounts Payable (AP), and Accounts Receivable (AR) functions.
• Experience with ERP systems, accounting software, and digitalization initiatives
• Experience with Microsoft NAV and Microsoft Business Central. Prior involvement in Microsoft NAV migration projects is an advantage.
• Familiarity with grant management, corporate secretarial matters, and financial due diligence is preferred.
• Proficient in Microsoft Office applications.

WhatsApp me your resume for quicker processing! ☺️

WhatsApp: https://wa.me/6584067823 (Shiro)

SHEE YOKE RU|R26161758 | The Supreme Hr Advisory Pte Ltd EA No: 14C7279

Salary: $2.5 to 3k

Jobscope :
The role supports key finance functions, including financial accounting, costing, management reporting, and corporate governance. It involves handling Accounts Receivable or General Ledger duties such as billing, collections, and financial schedules. The role also requires cross-functional collaboration and regular reporting to internal and external stakeholders.

Requirements

• Min Diploma /Deg in Accountancy / Any related course of studies
• Min internship exp

Interested candidates, please forward your resume to jalenetan@recruitexpress.com.sg

Consultant: Jalene Tan (R26160390)
Recruit Express Pte Ltd (99C4599)

Job Responsibilities

Financial Management & Reporting

• Independently manage the full finance and accounting functions of Management Corporation Strata Title (MCST) and company accounts, including review of work performed by team members.
• Handle full sets of accounts from source documents to financial statements, covering Accounts Payable, Accounts Receivable, General Ledger, and Fixed Assets.
• Perform monthly and year-end closing, including preparation of management accounts, supporting schedules, intercompany reconciliations, and variance analysis.
• Prepare timely and accurate financial and management reports for group consolidation and management review.
• Group Reporting for US (Must be strong in IFRS and consolidation)

Statutory & Compliance

• Prepare and submit statutory filings, including GST returns, Estimated Chargeable Income (ECI), and corporate income tax computations.
• Maintain proper accounting records and documentation in compliance with the Building Maintenance and Strata Management Act (BMSMA), Singapore Financial Reporting Standards (SFRS/FRS), and other relevant regulations.
• Prepare audit schedules and support internal and external audits, including coordination for audited financial statements.

Stakeholder & External Liaison

• Liaise independently with external auditors, tax agents, banks, vendors, regulatory authorities, and council members.
• Act as the key finance point of contact for MCST-related financial matters.

Budgeting, Forecasting & Cash Flow

• Assist in budget preparation and monitoring for managed properties.
• Conduct financial forecasting and variance analysis.
• Monitor cash flow and manage payments, collections, and banking matters to ensure smooth day-to-day operations.

Operations & Coordination

• Monitor and coordinate with on-site administrative staff on invoice submissions and supporting documentation.
• Serve as the liaison between the finance department and operations managers to ensure timely and accurate financial processing.

Management Support

• Provide ad-hoc financial analysis and reports to support management decision-making.
• Undertake other finance-related duties as assigned by management.

Job Requirements

Qualifications

• Bachelor’s Degree in Accountancy, Finance, or a related discipline.
• Professional qualification such as Chartered Accountant (CA), ACCA, or CPA is an added advantage.

Experience

• Minimum 5 years of relevant finance/accounting experience.
• Candidates applying for the Finance Manager position must have at least 2 years of supervisory experience.
• Prior experience handling full sets of accounts, preferably in property management, real estate, or MCST environments.

Technical Knowledge

• Strong knowledge of accounting principles and financial reporting.

• Good working knowledge of:
  Building Maintenance and Strata Management Act (BMSMA) Singapore Financial Reporting Standards (SFRS/FRS)
  GST and corporate taxation in Singapore

Skills & Competencies

• Proven experience liaising directly with auditors, tax agents, and external stakeholders.
• Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment.
• Meticulous, responsible, and detail-oriented with strong problem-solving and analytical skills.
• Confident, independent, and able to work under pressure.

The Perks

• Competitive remuneration package
• Employee Benefits
• Great career advancement opportunities within a fast growing global organization
• Effective training programs
• And more

Job Description

• Sales and Renewals of Insurance products
• Support Sales and Business Developments including finalising placement of insurance products
• Conduct Needs Analysis and provide recommendations to clients
• Manage and develop client base as well as cross-selling
• Respect compliance principles and internal guidelines
• Explain features, advantages and disadvantages of various policies
• Negotiate renewal terms with insurers when required
• Assist with queries and claims from clients
• Prepare reports and renewal materials (RFP’s)
• Conduct presentations to company staff
• Other ad-hoc duties and tasks as given by Management

Requirements

• Diploma in any relevant discipline
• Minimum regulatory requirements (BCP, PGI, ComGI, HI, M5 and M9) for registration with MAS
• Prior experience in International Private Medical Insurance and employee benefits (Medical, Flex, or Property & Casualty) is a must
• Excellent interpersonal and communication skills
• Good analytical mind with strong business acumen
• Strong negotiation and organizational skills
• Service-driven with a strong a passion for excellence

Senior Relationship Manager (Auto)

About The Company

Sing Investments & Finance Limited has more than 60 years of lending experience in the financing arena in Singapore. Our core activities include the acceptance of fixed and saving deposits from the public as well as the provision of loans and credit facilities to individuals and corporations, particularly the Small and Medium Enterprises (SMEs) in Singapore. The relationships that have been built over the years have earned us the reputation as one of Singapore's trusted finance companies.

We are seeking dynamic individuals to grow with us and to continue building relationships with our valued customers.

As a Senior Relationship Manager in the Auto Loans Team, your Key Responsibilities include:

1.     Relationship management

• Build long-term partnerships with clients in the automotive industry.

2.     Advisory

• Guide businesses through loan applications,structuring, and approvals.  

3.     Portfolio growth

• Achieve revenue and customer retention goalswhile increasing the portfolio’s profitability through cross-selling andreferrals.

4.   Stakeholder management

• Work closely with internal teams to ensuresmooth client servicing.

Requirements:

• At least 5 years’ proven track record in corporate financing, with working knowledge of the automotive industry and in auto loan products like Block Discounting, Floor Stock and Direct facilities
• Degree in Business or Finance related discipline
• Good industry network and interpersonal skills
• Strong communication and negotiation skills
• A self-starter and team player
• Results-driven with a passion for helping businesses succeed
• Ability to work in a fast-paced environment

*Please Note:

• Corporate rank and remuneration willcommensurate with experience.

• Only shortlisted candidates will be notified.

Responsibilities

1.     Manage the day-to-day accounting routine duties which includes:

•  Distribution of Banking system batching reports to key business units
• Compilation of daily system-generated management reports and investigate exception flagged in these reports with respective key business units
• Preparation of MAS monitoring reports such as MCB, MLA, QL, AMR
• Perform Nostro Bank Reconciliation to ensure unreconciled items are followed up and investigate any abnormity on a timely basis
• Perform journal entries for interest income/expense/service fee relating to Nostro/Vostro Bank accounts
• Compilation and binding of Journal entries vouchers and ensure internal maintenance of Journal vouchers are met
• Perform batching checks for error/suspense flagged by Banking system and execute end of day batching

2.     Manage the periodic accounting routine duties which includes:

• Generate and distribution of periodical system-generated reports via Banking system to key business units
• Preparation of fortnightly, monthly, quarterly, half-annual and annual management reports, regulatory reporting and statistical survey and ensure timely submission to management, MAS, IRAS and DOS.
• Obtain regular internal clearance from key business units to facilitate the preparation of the MAS returns and GST return
• Perform pre-submission checks through variance analysis for MAS and GST returns and investigate the reason for any exception variance flagged
• Escalating Customers’ Returned mail for Head of Operation/KYC action and prepare the Monthly Customers' Statement Returned Mail Log for Compliance Officer’s review
• Perform half-annual Inter-branches Interest income/expense reconciliation
• Assists in year-end audit by providing documentation/schedules required by Internal/External Auditors and preparation/replying of Nostro/Vostro Audit Confirmation
• Packing and maintaining records of past year reports to be send to warehouse for storage

3.     Other adhoc routine duties which includes:

• Attending tovariance queries raised by regulator for submitted MAS returns
• Participate in adhoc projects such as UAT report verification for new reporting implementation
• Ad hoc duties assigned by manager

Job Requirements: 

• Minimum Diploma in Accounting and financial related courses
• Fresh Graduates welcome to apply
• Keen to learn and grow in a commercial banking environment.
• Possess good analytical, good interpersonal and communication skills. Co-operative team player
• Well organized and meticulous in details

•   Able to work independently or as a team

What we do​
​The Finance and Accounting team is a business partner for internal and external stakeholders such as management, auditors, and banks. The team works with colleagues across the globe and provides exposure to interesting topics and projects related to our responsibilities. We cover key areas such as accounts payable, receivable, tax, and invoicing areas to name a few. In close collaboration with our controlling department, we provide a strong foundation for finance excellence. Our team consists of a range of professionals, junior and senior, which contribute to everyday operational success. The Finance and Accounting department is an essential pillar of the company; therefore, its members represent a valuable and respectable team that always strives for excellence.

What you will do​

​Contract Terms:

We are seeking a suitably qualified Finance & Admin to provide accounting and administrative support to the organisation. This position is offered on a1-year contract basis, with an option to renew subject to business requirements and satisfactory performance.

• Process staff claims and verify supporting documentation for completeness and accuracy.
• Perform reconciliation of vendor invoices and follow up on discrepancies in a timely manner.
• Post invoices into the accounting system accurately and on a timely basis.
• Generate and issue invoices in accordance with established procedures and timelines.
• Prepare payment runs and the relevant supporting documentation for review and processing.
• Maintain proper filing and records management for accounting and administrative documents.

• Take care of the documentation management (archiving: invoices, contracts, and other documents, etc.)

• Provide general administrative support, including mail collection and coordination of courier services.
• Undertake any other ad hoc duties as assigned by the Company from time to time.

What we are looking for​

​Requirements​

• Diploma, LCCI, NITEC, or equivalent qualification inAccounting, Finance, Business Administration, or a related discipline.
• Minimum 1 year of relevant working experience inaccounting, accounts administration, or a similar support function.
• Basic knowledge of invoice processing, staff claims,reconciliation, and payment preparation.
• Proficiency in Microsoft Office applications,particularly Excel and Word.
• Ability to work independently, follow established procedures, and meet assigned deadlines.
• Meticulous, organised, and responsible, with a strong attention to detail.
• Nice to have​
• First hand experience with SAP FI
• Previous experience in global company and work in international team

What we offer​

• A place where individuals are equally valued and where diversity and cultural differences are cherished.
• Competitive salaries and a broad range of benefits, some of which are highlighted below.
• Comprehensive Medical Outpatient Coverage.
• Broad range of competitive benefits.
• Hybrid working arrangement.

The Field Collection Collector is responsible for visiting clients to collect outstanding payments and ensure a timely debt recovery. This role requires excellent communication skills, a strong sense of responsibility, and the ability to handle sensitive financial matters with discretion.

What you’ll need to bring to the role & Experian

· Responsible for debt collection and management activities through house visits and other appropriate actions as assigned by collections officers

· Carrying out proper investigation, analysis and observation of house visited

· Maintain accurate records of all collection activities and client interactions

· Updating the office immediately on information obtained on house visits

· Attending urgent or impromptu meetings held in the office

· Collaborate with the internal team to improve collection strategies and processes

· Achieving collection targets driven by corporate goals

· Ensure compliance with all relevant laws and regulations during collection activities

· Any other matters assigned

What you’ll bring to the team

· A passion for driving corporate activities to achieve collection management targets

· The ability to consistently deliver great results and contribute to a positive working culture

· The ability to build strong and productive relationships, internally and externally

· The ability to observe and assess a customer’s living conditions or other situational factors that may influence their financial priorities or repayment capabilities.

· The ability to communicate effectively in English

· The ability to travel extensively within assigned areas

· Strong organizational and time management skills, attention to detail and ability to work independently

More about you

· Possess a valid Singapore Class 2A/2B driving license and possess own motor vehicle

· Ability to work flexible working hours, including weekends or evenings as needed

· Knowledge of debt collection laws and regulations is a plus

· Highly motivated with good negotiation and communication skills

· Persuasive, firm, tactful and customer service oriented

· Ability to consistently demonstrate deep personal drive and accountability for great performance and results delivery

· Ability to thrive in a fast-paced working environment and achieve individual / team targets

· Able to update visit findings via internet/computer

· This position requires travel to various client locations and may involve extended periods of walking, standing, and interaction with customers in person. A significant portion of time is spent outside the office, and field visits may be conducted in varying weather conditions.

Why this role is important to us

This role is critical in supporting the function’s operations and helping achieve its objectives of collection management whilst ensuring high level of performance is maintained. We need an individual who is competent in collection operational matters, with impeccable attention to detail and can-do attitude. The individual needs to be comfortable “getting their hands dirty” and working with a range of cross functional teams to deliver results.

At PwC, we help clients build trust and reinvent so they can turn complexity into competitive advantage. We’re a tech-forward, people-empowered network with more than 370,000 people in 149 countries. Across audit and assurance, tax and legal, deals and consulting we help clients build, accelerate and sustain momentum. Find out more at www.pwc.com.

About the Team 

PwC’s Consulting practice provides business and technology advice to leading organisations to help solve their most complex business challenges, from strategy to execution. 

The Financial Services Strategy & Operations team enables organisations in the Financial Services industry (banks, asset managers, insurers, etc) to design and execute strategies to grow, become more productive, modernise their organisation, and position themselves for the future. We support this through a range of services focused on growth, productivity, ways of working, and digital transformation.

About the Role 

As a Senior Associate, you will play a crucial role within engagement teams by leading a component of a project. Your responsibility will be but not limited to the following 

• Formulate how problems should be structured and play a key role in driving analysis and activities that underpin solutions for our clients.

• Translate analytical insights into impactful, practical recommendations tailored to client contexts.

• Work closely with stakeholders to understand business needs and align transformation initiatives to strategic priorities.

• Contribute to system-enabled transformations (e.g., ERP, digital finance tools) where relevant.

• Mentor and guide junior team members, fostering a collaborative and high-performance team environment.

• Work with your leaders; you will help manage aspects of an engagement while nurturing and leading junior team members.  

About you 

You are likely to be a Financial Services professional with the following key attributes: 

• Bachelors or Masters degree in business, economics, finance, engineering or a related field. MBA or CFA is a plus.

• 3 - 5 years of relevant experience in Consulting or equivalent Strategy, Transformation, Digitisation, Operations roles is desirable.

• Proficient in Microsoft Office suite.

• High sense of ownership and accountability for outcomes and quality of work 

• Proven ability to structure ambiguous problems using first principles thinking 

• Strong analytical and problem-solving skills (both quantitative and qualitative orientations)  

• Demonstrated ability and propensity for leadership in team settings 

• Familiar or proficient with core consulting skills concepts, such as structured problem solving and hypothesis-driven approaches 

• Have a basic understanding of a Financial Services industry (e.g. Banking, Insurance, etc.) 

• Strong written and verbal communication skills (For applicants to Thailand, Indonesia and Vietnam, candidates should be proficient in both the local and English language)  

• An ability to work effectively in a fast-paced and dynamic environment  

• Record of high performance 

• Creativity and intellectual curiosity  

• Strong personal presence, combined with compelling and professional presentation and communication skills 

Digital Marketing cum IT Executive

Company Background

Trillion Credit Solutions Pte Ltd is a Licensed Money LendingCompany approved by The Registry of Moneylenders since 2010.We provide legalfinancial loans and it has been our mission to help our valued clients resolvetheir short-term financial challenges.

The Role

We are currently seeking a highly motivated and enthusiasticindividual for our in-house Digital Marketing Executive (SEO & Web) role tobe responsible for managing our company website and driving organic growththrough SEO.

Career Benefits

·      Attractive Salary and Annual Package

·      Quarterly Team Building Activities

·      Highly Accessible Workplace Near MRT

·      Opportunities for Career Growth and SkillsDevelopment

Responsibilities

1. Website Management & Operations

·      Manage, update, and maintain the company'sofficial website (e.g. WordPress CMS).

·      Monitor website health, fix broken links,optimize page load speeds, and improve user experience (UX).

·      Ensure website is mobile responsive andfunctions seamlessly across devices.

·      Coordinate with external vendors when required.

2. SEO (Search Engine Optimization)

·      Conduct keyword research and competitoranalysis.

·      Perform on-page SEO optimization including titletags, meta descriptions, internal linking and content structure.

·      Develop and execute SEO strategies to improvesearch rankings and increase organic traffic.

·      Optimize content for AI-powered search enginesand evolving search algorithms.

·      Build quality backlinks and implement off-pageSEO strategies to improve domain authority.

3. Analytics & Reporting

·      Monitor website performance using GoogleAnalytics, Google Search Console and other SEO tools.

·      Generate monthly reports and providerecommendations to improve website and SEO performance.

·      Track KPIs including rankings, traffic,conversions and lead generation.

4. Basic IT Security & Cybersecurity

·      Assist in maintaining website security, softwareupdates, backups and user access controls.

·      Monitor company website for securityvulnerabilities, suspicious activities and spam attacks.

·      Support implementation of cybersecurity bestpractices

·      Assist in identifying phishing emails, malwarethreats and suspicious online activities.

·      Ensure proper handling and protection ofcustomer information in compliance with company policies and PDPA requirements.

·      Coordinate with external IT vendors whenrequired.

·      Assist management in basic IT and cybersecurityawareness initiatives for staff.

5. Administrative Support

·      Provide general administrative support to themanagement team.

·      Handle ad-hoc administrative duties as assigned.

·      Support operations and customer service teamsduring peak periods.

Skills & Requirements

·      Minimum 2 years of proven hands-on experiencemanaging websites and successful SEO campaigns with measurable results.

·      Basic understanding of IT security,cybersecurity and data protection concepts.

·      Knowledge of phishing prevention, malwareawareness, password security and MFA.

·      Friendly and positiveattitude

·      Excellent analytical,problem-solving, and communication skills

·      Ability to multitask between digital marketing,website management and administrative duties.

What This Role Is About

If you enjoy talking to people, learning new things, and helping others make better decisions with their money, this role could be a great fit for you.

As part of our Wealth Management team, you’ll be based in an office environment, working primarily through tele‑consulting to engage customers. You’ll support customers at different stages of their lives — from starting their investment journey to planning ahead and protecting what matters most. Your role is to guide them with suitable solutions, one conversation at a time.

What You’ll Be Doing

• Engage customers mainly through tele‑consulting, along with in-person and virtual interactions to existing customers.

• Convert warm and cold leads into advisory appointments through structured tele‑consulting

• Proactively identify, engage and develop new customer relationships through outbound advisory conversations

• Achieved monthly acquisition targets through outbound prospecting and follow‑ups

• Build your customer base through structured outreach activities, tele‑prospecting initiatives and customer engagement programmes

• Understand customers’ needs, goals and life stages, and share suitable banking, investment and insurance solutions in a clear and responsible way

• Work closely with the Business Sales Manager to support business plans and contribute towards achieving team and individual KPIs

• Participate in bank‑led events, roadshows and outreach activities to meet customers and support business growth

Stay connected with existing customers by sharing relevant ideas, market updates and timely insights

Set personal goals for yourself and work steadily towards achieving them, with guidance from your manager and team

Keep learning and improving — whether it’s product knowledge, market awareness or communication skills

Who You’ll Enjoy This Role With

You don’t need to know everything on Day 1 — that’s what training is for. What matters more is your attitude and willingness to learn.

What You Can Expect From Us

• Competitive pay with a full benefits package
• Structured training and hands‑on coaching to build confidence and skills
• Supportive managers and a collaborative team environment
• Recognition programmes that reward good performance (yes — including overseas trips)
• Digital tools that support effective tele‑consulting and hybrid ways of working

This role is suited for you if you:

• Are curious about financial planning or wealth management
• Enjoy speaking with people and building rapport over the phone
• Are comfortable working in an office‑based, tele‑consulting environment
• Take pride in doing your work well and improving over time
• Are open to flexible working hours, including some weekends for events when required
• Candidates with prior financial advisory experience may be considered for more senior positions.

What we offer:

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Position: Insurance Admin
Salary: up to $2500
Working Day: Mon-Fri
Working Hour: 9am to 5.30pm
Working Location: Woodlands

Job Responsibilities:

• Assist the team with daily administrative tasks.
• Help with document preparation and organization, making sure that all records are kept up to date.
• Manage data entry and accurate information updates.
• When necessary, coordinate follow-ups with both internal and external teams.
• Monitor submissions to make sure everything is handled efficiently.
• Answer common questions and help with simple coordination issues.
• Keep your filing system organized for convenient access.
• Schedules are well managed, set up meetings and send out reminders.
  

Qualifications & Requirements:

• Must have insurance working experience.
  

To Apply:

• You may email your resume to jj•@alignrecruitment.com.sg for more information.
• Regret to inform that only shortlisted candidates will be contacted by our consultants.

Align Recruitment Pte Ltd (20C0253)
JJ Tan (Reg No. R23112681)

About the Role

We are looking for a passionate and creative Art Intern to join our Marketing Team. This internship offers hands-on experience in graphic design, digital content creation, branding, and marketing communications.

You will work closely with the marketing team to develop engaging visual content that enhances brand awareness and supports marketing campaigns across various platforms.

Key Responsibilities

Design & Content Creation

• Create marketing collateral including social media graphics, digital advertisements, eDMs, brochures, flyers, and presentation materials.
• Assist in designing creative assets for campaigns, events and webinars.
• Produce visual content that aligns with brand guidelines and campaign objectives.
• Support video editing, motion graphics, and multimedia content creation where applicable.

Brand & Marketing Support

• Ensure consistency in brand identity across all marketing materials.
• Assist in maintaining and updating creative assets and design libraries.
• Contribute ideas during brainstorming sessions for marketing campaigns and promotional activities.
• Research design trends and recommend fresh creative approaches to enhance audience engagement.

Digital Marketing Collaboration

• Work closely with the digital marketing team to create assets for social media, website content, paid advertising campaigns, and email marketing.
• Assist in optimizing visuals for different digital platforms and audience segments.

Requirements

• Currently pursuing or recently completed a Diploma/Degree in Graphic Design, Visual Communication, Digital Media, Fine Arts, Marketing, or a related field.
• Proficient in Adobe Creative Suite (Photoshop, Illustrator, InDesign). Knowledge of Premiere Pro, After Effects, Canva, or Figma is an advantage.
• Strong visual design skills with a good eye for typography, layout, and colour.
• Creative thinker with the ability to translate ideas into compelling visual content.
• Good communication and teamwork skills.
• Able to manage multiple projects and meet deadlines in a fast-paced environment.

What You Will Gain

• Real-world experience working on marketing campaigns and branding initiatives.
• Exposure to digital marketing, content strategy, and campaign execution.
• Opportunity to build a strong professional portfolio with published creative work.
• Mentorship from experienced marketing and communications professionals.
• A collaborative and dynamic work environment that encourages creativity and innovation.

Internship Details

• Duration: 3 to 6 months (flexible based on academic requirements)
• Location: Singapore
• Department: Marketing & Communications

If you are passionate about design, storytelling, and creating impactful visual experiences, we would love to hear from you.

At Pinnacle Consult, you'll work directly with experienced wealth advisers and leaders, gaining practical skills that go far beyond classroom learning.

What You'll Gain

✅ Paid Internship Allowance

✅ Sponsored CMFAS Examinations

• Full support for required industry licensing exams
• Structured preparation and study guidance

✅ 1-to-1 Mentorship

• Learn directly from experienced wealth management professionals
• Career coaching and personal development guidance

✅ Investment & Portfolio Management Exposure

• Portfolio construction and asset allocation
• Market analysis and investment research
• Retirement, wealth accumulation and risk management strategies
• Case studies involving real client scenarios

✅ Business Development & Financial Marketing

• Learn modern lead generation techniques
• Social media marketing for financial professionals
• Personal branding on LinkedIn and digital platforms
• Content creation and thought leadership strategies

✅ Project-Based Learning

• Group projects and presentations
• Wealth management case studies
• Business strategy initiatives
• Exposure to AI and digital tools used in financial services

Phillip Investor Centre is a one-stop financial hub. We offer holistic financial solutions, which includes global stocks trading as well as wealth management advisory service. We are strategically located in neighbourhoods around Singapore to provide convenience to clients. We are looking for positive, results-oriented, and adaptable individuals to join our Phillip Family.

Our Opportunity:

Phillip Investor Centre is the branch network of PhillipCapital Group and is primarily responsible for helping individuals and families with their financial investment needs, be it wealth accumulation or protection. Phillip Investor Centre has the solution for everyone.

Building strong, personal relationships with our clients is a key component to our Partnership in Finance.

Our Investment Consultant/Relationship Manager will pursue this mission through:

• Connecting with clients and placing clients’ interest first.
• Delivering unparalleled quality in service
• Presenting clients with our wide array of financial services and products.

What you'll do:

You will acquire, build and manage a relationship practice made of both new and existing clients, focusing on:

• Client Acquisition and Retention
• Asset Growth and Protection
• Provision of client focused solutions

Typical daily activities include:

• Proactively participate in business development/client acquisition activities.
• Reviewing prospect/client portfolios.
• Propose needs-based solutions to prospects/ clients.
• Attending and responding to customer queries professionally (in person and via phone)

Our Incentive program rewards both your effort in client acquisition and retention. Incentive begins with your first closure. We value integrity, open communication, and relentless focus on the client.

What you need to have:

• A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
• Applicants with at least 2 years of progressive career track record of sales experience in financial services Industry will be considered for Relationship Manager position.
• Applicants who are new-to-financial industry who possess positive attitude and aptitude will be considered.
• Financial Advisory experience and accreditation in CMFAS M5, M6, M8, M9 & HI is an advantage.
• An initiator and team player.
• Good communication skills.