Executive, Financial Management

MMW Shared Services; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Singapore is seeking a Wealth Management Consultant to provide investment advisory services to high-net-worth individuals. You will develop client portfolios, generate performance reports, and collaborate with internal teams to enhance offerings. Candidates should have 2-3 years of experience in wealth management and strong communication skills. This position includes a competitive compensation package with bonuses and incentives.

Benefits

Competitive compensation package (Monthly allowance + Commission + Incentives)

Various incentive trips

Professional development and mentorship

Quarterly and Year-End Bonuses

Qualifications

• Minimum 2–3 years experience in wealth management or investment advisory.
• Strong knowledge of investment products, market analytics and portfolio construction.
• Excellent communication and interpersonal skills.

Responsibilities

• Provide comprehensive investment advisory services to high net-worth individuals.
• Develop and maintain client portfolios, ensuring alignment with their financial objectives.
• Generate monthly performance reports and present investment updates to clients.

Skills

Wealth Management

Customer Relationship

Investment Advisory

Financial Planning & Asset Accumulation

Risk Management

Trust Management

MS Word

Adaptability

Consulting

Financial Services

Education

Relevant tertiary qualification in finance, economics or related field

Bachelor's degree in Finance, Accounting, Economics or related field

Job description

Wealth Management Consultant (Investment)

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Become a part of our team and start a fulfilling career where you make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to achieve their financial goals.

Benefits

• Competitive compensation package (Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
• Various incentive trips
• Build a growing stream of recurring income
• Professional development and mentorship to break barriers

Roles & Responsibilities

• Provide comprehensive investment advisory services to high net‑worth individuals.
• Develop and maintain client portfolios, ensuring alignment with their financial objectives.
• Generate monthly performance reports and present investment updates to clients.
• Collaborate with internal teams to enhance product offerings and client experience.

Qualifications

• Relevant tertiary qualification in finance, economics or related field.
• Minimum 2–3 years experience in wealth management or investment advisory.
• Strong knowledge of investment products, market analytics and portfolio construction.
• Excellent communication and interpersonal skills.
• Integrity, client‑centric mindset and ability to work independently.

Key Skills

• Wealth Management
• Customer Relationship
• Investment Advisory
• Lifestyle & Unit Investment Trusts
• Financial Planning & Asset Accumulation
• Risk Management & Trust Management
• MS Word, Adaptability, Consulting, Financial Services

Financial Planning and Analysis Assistant Manager

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We seek a detail‑oriented and analytical FP&A Assistant Manager to lead a responsive FP&A function that delivers value‑added insights to support effective decision‑making.

Key Responsibilities

• Lead budgeting, forecasting and long‑range planning process.
• Develop and maintain financial models to support scenario planning and strategic initiatives.
• Conduct in‑depth analyses of financial performance, identify trends and variances, and deliver actionable insights and recommendations.
• Prepare and present monthly management reports (P&L, Balance Sheets and cash flow statements, highlighting KPIs).
• Collaborate with cross‑function teams to gather data and support business cases.

Reporting & Treasury Responsibilities

• Produce accurate and timely financial statements, reports and presentations in compliance with accounting standards.
• Coordinate surplus fund management and cash flow analyses to optimise fund usage.
• Liaise with banks, auditors and tax agents to support compliance and regulatory requirements.

Process Improvement

• Identify opportunities for automation and process enhancement within the FP&A function.
• Drive continuous improvement in data integrity, accuracy and timeliness across all financial reporting and analysis.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• Minimum 3 years of experience in FP&A, financial analysis, audit or related finance role.
• Strong analytical and quantitative skills, advanced proficiency in Excel and financial modelling.
• Excellent communication and presentation skills, ability to explain complex concepts to non‑financial stakeholders.
• High attention to detail, strong organisational skills and ability to manage multiple priorities.
• Proactive, collaborative and committed to team success.

Assistant Manager, Financial Planning

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Job Description

• Provide management with timely finance‑related analysis and recommendations across critical decisions.
• Monitor and analyze variances between actual and budget/forecast.
• Interpret and communicate monthly P&L outcome to Business Unit COO.
• Partner business units during annual planning to formulate strategies and recommendations.
• Develop business case for asset enhancement initiatives.
• Provide forward‑looking financial insights on market conditions and trends.
• Perform financial due diligence for potential acquisitions on an ad‑hoc basis.
• Be a coach to Finance Executives in the team.
• Strengthen internal controls and improve processes and systems.

Requirements

• Degree in Accounting or equivalent qualification, with CPA or relevant professional qualification.
• Minimum 5 years of relevant experience in commercial accounting or Big 4, including 2+ years in FP&A.
• Strong financial modelling and analytical skills.
• Excellent communication, interpersonal and analytical skills.
• Self‑directed, motivated and highly committed to meeting deadlines and targets.
• Proficient in SAP and Microsoft Office.

Head of Financial Planning

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We are a growth‑stage fintech client seeking a Head of Financial Planning & Analysis. Report directly to the CFO, drive the FP&A function and provide strategic financial guidance.

Key Responsibilities

• Lead financial planning, budgeting and forecasting activities.
• Analyse financial performance and provide insights to senior management.
• Develop financial models and support strategic initiatives.
• Oversee financial reporting and ensure compliance with standards.
• Collaborate with cross‑functional teams to align financial objectives with business strategy.

Qualifications

• Relevant tertiary qualification in finance, accounting or related field.
• Minimum 7 years experience in FP&A or finance leadership roles.
• Strong analytical, strategic thinking and communication skills.
• Proven track record in financial planning, budgeting and forecasting.
• Experience with advanced financial modelling and data analysis tools.

Manager / Deputy Manager, Financial Planning (SAP & AI)

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We seek a visionary Manager who will spearhead SAP system implementation and AI innovation within the financial services team.

Key Responsibilities

• Drive AI pilot projects and develop finance‑relevant AI models to enhance efficiency.
• Lead end‑to‑end enhancement lifecycles for SAP functional and technical support across finance modules.
• Collaborate with stakeholders to gather business requirements and provide training and support for system usage.
• Manage coordination and ensure exceptional customer experience.
• Develop strategic project plans and manage costs for system upgrades and implementations.

Requirements

• Knowledge in accountancy, finance or business IT.
• Proven experience in SAP ERP system implementation and maintenance projects.
• Comprehensive knowledge of finance functions including Asset Accounting, Accounts Receivable & Payables, and Financial Reporting.
• Experience translating complex business requirements into SAP solutions.
• Excellent project management, communication and presentation skills.
• Knowledge of AI and machine learning applications in finance.

Key Skills

• System Implementation
• Financial Planning
• SAP Solutions
• Vendor Coordination
• Business Strategy
• Accounting
• Project Management
• SAP ERP
• Financial Services
• Financial Reporting