Total 39 Financial Planner job vacancies in johor bahru

Interior Designer

We are a dynamic and growing interior design firm looking for a talented Interior Designer to join our team. As an Interior Designer, you will be responsible for creating innovative and inspiring designs for a range of clients. If you are passionate about design, a problem solver, and a creative thinker, we would love to hear from you.

Responsibilities:
- Develop and implement innovative interior design concepts for a range of clients
- Manage projects from conception to completion, ensuring that designs are delivered on time and within budget
- Develop and present design proposals to clients
- Conduct site visits to assess existing conditions and provide recommendations for design improvements
- Liaise with contractors and other stakeholders to ensure design specifications are met

Qualifications:
- Diploma in Interior Design or a related field
- Minimum of 5 years of work experience as an Interior Designer
- Expertise in 3D Max, AutoCAD, Lumion, Sketchup etc
- Strong communication and interpersonal skills

Benefits
- Health insurance
- Professional development opportunities
- Work Life Balance

To apply, please submit your resume, cover letter, and portfolio to careers@designworx.net. We look forward to hearing from you!

Financial Advisory Manager (High-Net-Worth and Corporate)

• Want a proven system to take your sales up to the next level?
• Want to build a HNW or Corporate client base?
• Want to fast-track to Manager within 2 years and start earning overriding commissions?
• Want to own a multi-million-dollar financial advisory business?

If you answered Yes to any or all the above, then you owe it to yourself to dare to climb to greater heights because you deserve it.

Come discover our proven C.L.I.M.B. System to build a 5-figure monthly income in 1 year, then level up your career to manage a team and eventually become the owner of your own multi-million-dollar financial services business.

We are CO Wealth Advisory, a top performing agency of 20 years with AIA Singapore, deploying a Premier Wealth Services business model that has won us awards for High Net Worth, Corporate Solutions and MDRT agency for consecutive years.

No Hard Selling. High Integrity. Business Allowance. Leads Provided. Smart and Frequent Marketing Activities. Dedicated Mentors. Joint Fieldwork. Client Focused. Positive and Collaborative Culture.

Ready to CLIMB to the Top? Send your resume to hr@coadvisory.com

Responsibilities

• Providing financial advice to individual and corporate clients on wealth accumulation, protection, investments, corporate solutions, risk management, mortgage optimisation, tax, and legacy planning.

Requirements

• Diploma or Degree holder
• Must be at least 21 years old
• Experience in Financial Services, Banking or Mortgage industry would be an advantage.

Benefits

• Salaried or allowance scheme available for qualified candidates.
• Proven system that allows you to achieve a five-figure monthly income within 2 years and fast track to Manager to lead a team.
• Unrestricted, recurring, and multiple streams of income through attractive commissions, bonuses, and renewal schemes.
• Flexible working hours, choose which clients to serve, and what kind of specialist to be.
• Qualify for multiple free trips to popular world-wide destinations every year.
• Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT).
• Continuous professional growth through a comprehensive training and development programs.
• Dedicated marketing support to generate warm sales leads and grow your business.
• Transform into a leader and entrepreneur by building your own financial services company.
• Engage in meaningful work and a rewarding lifestyle that truly benefits and adds value to the lives of people and communities.

About CO Wealth Advisory

We are next generation Financial Advisers that deploy a Premier Wealth Service model that goes beyond traditional insurance to offer our regional High-Net-Worth, Mass Affluent and Corporate clients a holistic suite of financial solutions for all their personal and commercial needs.

We are an award-winning and top performing agency of 20 years with AIA Singapore that embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.

About AIA Group

AIA Singapore is part of the AIA Group, the largest independent insurance group in the Asia Pacific with a presence across 18 markets and listed on the Hong Kong stock exchange. A reputable and instantly recognisable brand backed by a 100-year history, and well known for providing unrivalled training and support in the industry.

We are purpose-driven to help people live Healthier, Longer, Better, Lives by making a significant, positive impact for the communities we serve across Asia.

AIA Financial Services Consultant

Are you looking for a career that’s #NotJustAnotherJob?

Incentives to be earned. Trips to enjoy. Friends to be made. Time for work and time for play. Sounds like a dream job? Then you’ll fit right in at AIA. We believe that a successful career goes beyond monetary rewards. At the AIA, every day is a chance to make a real difference.

Whether it’s medical or financial protection, you are empowered to help your clients prepare for life’s unexpected emergencies and help them reach their goals so that they can be life confident.

It’s not just another job. And what we’re looking for is not just another Financial Services Consultant.

At AIA, the most rewarding part of your job, is your job. Join us today.

Job Responsibilities

• Providing financial advice to individual and corporate clients on wealth accumulation, protection, investments, risk management, mortgage optimisation, tax, and legacy planning.

Job Requirements

• Minimum 'A' Level or Diploma, fresh grads are welcome to apply
• At least 21 years old
• Singaporeans or SPRs strongly preferred

Benefits

• Choose between a salaried or allowance-based scheme to ease your transition into the industry
• Performance incentives such as commission and overseas trips
• Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT)
• Continuous professional growth through a comprehensive training and development program
• Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional Financial Services Consultants

To join us and make a real difference, send in your resume to hr@coadvisory.com

About CO Wealth Advisory

We are next generation Financial Advisers that deploy a Premier Wealth Service model that goes beyond traditional insurance to offer our regional High-Net-Worth, Mass Affluent and Corporate clients a holistic suite of financial solutions for all their personal and commercial needs.

We are an award-winning and top performing agency of 20 years with AIA Singapore that embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.

About AIA Group

AIA Singapore is part of the AIA Group, the largest independent insurance group in the Asia Pacific with a presence across 18 markets and listed on the Hong Kong stock exchange. A reputable and instantly recognisable brand backed by a 100-year history, and well known for providing unrivalled training and support in the industry.

We are purpose-driven to help people live Healthier, Longer, Better, Lives by making a significant, positive impact for the communities we serve across Asia.

Financial Adviser / Wealth Manager

Choosing this career can make a massive impact on your life in the next 5 to 10 years, as all the success stories of our top financial advisers and wealth managers have shown.

How do you know if this is the right opportunity for you? Ask yourself:

• Want to earn unrestricted income and be rewarded according to the effort you put in?
• Like to control your hours, which clients to advise, and what kind of financial expert to become?
• Do you have ambition, an entrepreneurial mindset, believe in working hard AND smart?

If you answered yes to all the above, then the next exciting success story we tell could be yours…

Ready to become a Winner in Life? Send your resume to hr@coadvisory.com

Responsibilities

• Providing financial advice and service to individual and corporate clients on wealth accumulation and protection, investments, corporate solutions, risk management, mortgage optimisation, tax, estate, and legacy planning.

Requirements

• Diploma (at least 900 hours of coursework) or Degree holder
• Experience in Sales, Marketing, Business Development, Client Servicing, Relationship Management, or Account Management would be an advantage.
• Ambitious, results-driven, hardworking, able to work independently, meticulous, and coachable.
• Strong communication and interpersonal skills, ability to build rapport and build client relationships with a positive and engaging personality.

Benefits

• Salaried or fixed allowance scheme available for qualified candidates.
• Proven system that allows you to achieve a five-figure monthly income in your first year and fast track to Manager to lead a team in your second.
• Recurring and multiple streams of income through commissions, bonuses, and renewal schemes.
• Flexible working hours, choose which clients to serve, and what kind of specialist to be.
• Qualify for multiple free trips to popular world-wide destinations every year.
• Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT).
• Continuous professional growth through a comprehensive training and development programs.
• Dedicated marketing support to generate warm sales leads and grow your business.
• Transform into a leader and entrepreneur by building your own financial services company.
• Engage in meaningful work and a rewarding lifestyle that truly benefits and adds value to the lives of people and communities.

About CO Wealth Advisory

We are next generation Financial Advisers that deploy a Premier Wealth Service model that goes beyond traditional insurance to offer our regional High-Net-Worth, Mass Affluent and Corporate clients a holistic suite of financial solutions for all their personal and commercial needs.

We are an award-winning and top performing district of 20 years with AIA Singapore that embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.

About AIA Group

AIA Singapore is part of the AIA Group, the biggest independent insurance group in the Asia Pacific with a presence across 18 markets and listed on the Hong Kong stock exchange. A reputable and instantly recognisable brand backed by a 100-year history, and well known for providing unrivalled training and support in the industry.

We are purpose-driven to help people live Healthier, Longer, Better, Lives by making a significant, positive impact for the communities we serve across Asia.

Rice Fields (RICE) pride ourselves as a reputed architectural material solution provider to many esteemed partners in the industry. As a supplier of premium quality and stylish eco-friendly tiles to homes, institutions and commercial projects globally, our team is committed to deliver the finest product and services to the architecture + design industry.

If you are interested to partner with the elite architectural and design firms in Singapore in creating dream spaces , we now invite you to join our team today as a Sales and Marketing Executive (Material Planner).

As the spokesperson of the Company, you are required:

• To market and promote the Company's products to our customers, including walk-in showroom visitors, making sales visits to customers' offices and connecting with customers through digital means;
• To develop and grow the business through prospecting existing and new customers;
• To faciliate/coordinate marketing campaign for new products;
• To maintain good customer relationship with key customer accounts through providing excellent account services;
• To prepare samples and pricing to customers in a timely manner;
• Able to negotiate terms, price and product specifications effectively and collecting payments from customers

To excel in this job and have an enriching career pathway, you must be:

• A well-groomed business savvy professional who has excellent interpersonal and communication skills
• Agressive in pursuing leads and sales target
• Have a keen eye for designs and colours
• Have experience in account servicing
• Friendly and like to connect with people
• Willing to work on Saturdays on a 5-day work week (off on a weekday and Sundays). Non-working days for Public holidays

Basic pay information is displayed.

Additional Sales incentives is given for good sales performance in addition to basic pay.

Job Description

• Foster good working relationship with clients
• Conducting Fact find analysis and understanding the needs and wants of the clients
• Keeping up to date with the financial markets, investment movement trends, market sentiment/conditions
• Lead/Client Generation via Referrals, Events, Roadshows, Cold-Warm Prospecting
• Managing the Expectations of Clients
• Mentoring and Managing a team

Requirements

• Minimally a Polytechnic Diploma or Degree
• Good proficiency in English and Mandarin
• Excellent communication and presentation skills with the ability to build rapport
• Problem-solving skills with the ability to perform under pressure
• Fast learner and goal-oriented mindset
• Highly motivated and self-driven

Job Description

We are currently searching for individuals to be groomed into future leaders within and for our organization.

If you are motivated, driven and looking for an opportunity to grow personally and professionally, we want you to be together with our growing force.

Comprehensive and professional training will be provided and paid for (12 Weeks)

You will be working closely with leaders in our organization.

Continuous on-job training will be provided and to be assimilated progressively.

That's not all that's in for you!

• Attractive remuneration package
• Recognition for individual efforts
• Dynamic, fun and positive company culture
• Work-Life Balance
• Provides individuals with opportunities to take ownership of their own future.
• Travel opportunities, ( Business+Leisure )

Job Responsibilities:

• Make recommendations based on a reasonable inquiry from clients pertaining towards investment objectives, financial situation, financial goals and expectations.
• Review and optimize accounts and plan regularly to determine life changes that would affect a financial strategy.
• Optimize portfolios for clients for the best possible ROI
• Maintain a sustainable pipeline of clients with excellent management of all accounts(New/Existing)
• Attend yearly enrichment classes/seminars to learn and assimilate best practices from industry experts

Job Requirements

• At least a Polytechnic Diploma, A-Levels, Bachelor's Degree,Professional Degree, any field.
• 21+ and above (based on MAS requirements)
• Positive learning and Go-getter attitude.
• Self-Motivated and Financially Driven
• 2 Full-Time position(s) available.

Job Description

• Engage with Clients for business opportunities & conduct client portfolio management

• Conducting Fact find analysis and understanding the needs and wants of the clients

• Keeping up to date with the financial markets, investment movement trends, market sentiment/conditions

• Good knowledge on Financial Products and services offered by our company & identify prospective targeted audience

• Lead/Client Generation via Referrals, Events, Roadshows, Cold-Warm Prospecting

• Managing the Expectations of Clients

• Mentoring and Managing a team

Requirements

• Minimally a Polytechnic Diploma or Degree

• Prior 1 or 2 years working experience in sales or business development B2B or B2C.

• Good proficiency in English and Mandarin

• Excellent communication and presentation skills with the ability to build rapport

• Problem-solving skills with the ability to perform under pressure

• Fast learner and goal-oriented mindset

• Highly motivated and self-driven

The Material & Ingredients Planner is responsible to ensure the supply of packaging materials and ingredients to cover the demand from the factory in the short and mid/long term.

The Material & Ingredients Planner is part of the Operations function. The Operations function ensures the integration of all key business processes from supplier to customers, providing products, services, and information that add value for customers and stakeholders. The function manages the sourcing, procurement, manufacturing, supply chain (warehousing, logistics, and distribution), and planning processes and ensures optimal alignment between demand and supply at a global scale, taking into account efficiency, required flexibility, security of supply and considering costs, working capital, quality levels, service levels, company, and society values.

GOAL AND KEY ACCOUNTABILITIES

• Create purchase orders for the suppliers based on the planning proposals from APO.
• Track and monitor shortages and coordinate actions to manage the supply shortage.
• Integrate the elements from the contract relevant for planning into the system and the way of working with the supplier. The contract is created and signed by Regional Procurement or Local Procurement

RESPONSIBILITIES AND KEY ACTIVITIES

• Create Purchase Orders from the purchase requisition proposals from APO planning system. Take corrective actions in case the APO planning proposals aren’t according to expectations by improving master data settings. Make sure the availability of the goods is according to the needs of the production plan in terms of timing and volume.
• Provide guidance on production quantities or minimum and maximum stocks in case a supplier is expected to have materials or ingredients on stock for JDE. If applicable the expected volumes for the relevant planning horizon can be shared manually or automatically.
• Run the alert monitor on a daily base to track shortages. Initiate actions to manage the supply shortage and keep stakeholders informed.
• Coordinate actions in case of unexpected shortages due to quality issues, stock differences, production increases etc.
• Coordinate the return flow to a supplier in case of blocked stock.
• Define master data settings for new packaging materials or ingredients. Settings like lead time and minimum order quantity should be in line with the contracts which have been created and approved by Regional or Local Procurement.
• Monitor and track obsoletes stock in case of a phase-in phase-out project. Take actions to minimize the stock of the old materials and make sure the new materials are available in time. Inform the Regional Supply Planner (principal) or the MU Supply Planner (non-principal) about expected obsolete costs.
• Run a daily report to track open Purchase Orders with a due date in the past. The supplier should be contacted and production has to be informed in case a shortage is expected. In case a delivery from the supplier is not expected the Purchase Order should be closed.
• Report Supplier Delivery Performance and in case of underperformance inform Regional Procurement or Local Procurement. The Procurement Department will initiate actions towards the Supplier to achieve improvements.
• Monitor obsolete and slow moving stock and propose actions towards the Regional Supply Planner (principal) or the MU Supply Planner (non-principal). Execute the actions provided by the Supply Planners.
• Follow up on open invoices in case the invoice of the supplier doesn’t match the goods receipt done at the MU. Follow up with the supplier and Accounts Payable to make sure open invoices are to be paid on time.

You are required to lead and develop a team of staff and to manage and ensure smooth operation of Patient Financial Services’ Inpatient Billing Section. Operational scope includes Patient/ Corporate Billing; Claims processing as authorised by patients, operationalising subsidy framework/national policies and managing patients’ financial concerns.

Partner and collaborate with various stakeholders within and across healthcare clusters to develop and build new systems for the future workflow models/operations that is in line with the national healthcare goals and aspirations. Actively participate in engagements to identify present-day pain points and contribute insights to innovate and create a better workflow and solution for the future healthcare model.

Optimize existing operational workflow, in tandem with SGH’s drive towards transformative and automated processes. Provide assessment based on data analytics and information to make suitable recommendations to contribute to the resolution process to address present workflow gaps.

Review performance indicators and work processes and adopt best practices and benchmarking. Participate in quality/work improvement opportunities and propose/ execute business process improvements and work plans.

Implement internal controls to ensure compliance with audit/ statutory requirements and financial policies. Collaborate as a team member in projects or with relevant stakeholders to provide input, assessment and strategies to manage patient enquiries and feedback sensitively.

Plan and provide support for continuous staff learning and development to achieve high standards of service delivery and career development.

Responsible for additional task(s) or project(s) assigned by supervisors in working towards organisation’s vision.

Job Requirement:

Degree in Business Administration or equivalent with a minimum of 2 years’ experience.

You will support the Finance, Decision Support Services Unit in performing clinical costing activities and preparation of accurate and timely performance reports to all specialties for better management of hospital departments' performance.

Your job role will include but not be limited to the following:

• Perform and review costings of new and existing procedures to assist in pricing decisions
• Continual improvement of the costing system and identify problem areas and potential cost management improvements
• Undertaking financial evaluations of proposed workplans submitted by clinical heads for approval of capital budgets
• Analysing of revenue and expenditure trends as well as develop systematic procedures and controls to proactively manage departments' budget performance
• Submission of workload and management reports for department stakeholders
• Assisting in the provision of clinical costing information on specific projects undertaken by the Hospital

Job Requirements

• Degree in Accountancy / ACCA (Level 3)
• Experience in a healthcare setting will be an advantage
• Meticulous, possess an analytical, inquisitive mind and a good team player
• Proficient in Microsoft Excel and preferably knowledge of SAP

• Responsibilities
• Support Sales Dept in carrying out day to day administrative duties
• Tracking & monitoring approved stocks to ensure deliveries are duly arranged.
• Ensuing sales quotes are duly processed into a Sales order and in accordance with the policy and procedure.
• Maintained proper filing of sales inquiries and quotations
• Ensure propoer documentation, records and filling.
• Coordinate and work closely with Sales Dept and Purchasing Dept.
• Handle general adminstration duties.
• Any ot her ad-hoc assigned.

Requirements

• Obtained at least a Diploma in any field.
• Excellent written and verbal communication skills with strong analytical abilities.
• Ability to work well under pressure, detail-oriented and employs a proactive approach to problem-solving.
• Positive working attitude, demonstrate good interpersonal skills and ability to work collaboratively in a team.
• The ability to multitask, works in a fast-paced environment, and meets deadlines.
• Meticulous & high sensitivity in managing confidential reports.
• Knowledge of MS office & proficient in Excel.
• Must be willing to learn.
• Able to start work immediately

Responsibilities & duties:

• Work closely with the internal and external stakeholders for relevant financial planning and analysis activities.
• Analyze and report monthly reports (actual vs forecast) to identify areas for improvement.
• Compile and analyze financial information for accurate reporting which include deep reconciliation
• Provide insights and recommendations based on financial data.
• Provide data-driven insights to stakeholders through reports, dashboards, and innovative technologies.
• Participate in understanding system relationships, structures, and end-to-end flows.
• Involved in new initiatives and drive business process improvement and streamline activities.
• Support all key finance initiatives.
• Any other ad-hoc duties as assigned by management from time to time.

Requirements:

• Diploma or Bachelor’s degree in finance, Accounting, or equivalent certification.
• Minimum of 3 years experience in accounting. Experience in financial planning and analysis, budgeting, and forecasting is a plus.
• Strong skill in analysing financial current and past data.
• Good attitude, well organized, detail oriented, honesty and accountability.
• Ability to work independently and collaboratively in a fast-paced environment, managing multiple priorities and meeting deadlines.
• Experience with financial software or ERP systems is preferred.
• Dynamic personality with an analytical mindset.
• Candidates with prior audit experience will be an added advantage.
• Ability to start work immediately or with short notice preferred.
• This is a 6 month plus 6 months contract role and possibility to convert to permeant position.

• Leading project planning sessions for China and Singapore Market
• Coordinating staff and internal resources in China and Singapore
• Managing project progress and adapt work as required
• Ensuring projects meet deadlines
• Managing relationships with clients and stakeholders in China and Singapore
• Designing and signing off on contracts
• Overseeing all incoming and outgoing project documentation
• Designing risk mitigation plan
• Conducting project review and creating detailed reports for executive staff
• Optimising and improving processes and the overall approach where necessary
• Securing growth opportunities and initiating new projects
• Overseeing project cost management strategy and aligning with the organization’s financial requirements.
• Managing large and diverse teams in China and Singapore
• Budgeting and forecasting for the China and Singapore business
• Verbal and written communicate in Mandarin with Investor & Partner in China
• Verbal and written communicate in Mandarin with Investor & Partner in Singapore
• Required travel to China in monthly basis with min stay of 10 to 14 days per month.

Financial Advisory Manager (High-Net-Worth and Corporate)

• Want a proven system to take your sales up to the next level?
• Want to build a HNW or Corporate client base?
• Want to fast-track to Manager within 2 years and start earning overriding commissions?
• Want to own a multi-million-dollar financial advisory business?

If you answered Yes to any or all the above, then you owe it to yourself to dare to climb to greater heights because you deserve it.

Come discover our proven C.L.I.M.B. System to build a 5-figure monthly income in 1 year, then level up your career to manage a team and eventually become the owner of your own multi-million-dollar financial services business.

We are CO Wealth Advisory, a top performing agency of 20 years with AIA Singapore, deploying a Premier Wealth Services business model that has won us awards for High Net Worth, Corporate Solutions and MDRT agency for consecutive years.

No Hard Selling. High Integrity. Business Allowance. Leads Provided. Smart and Frequent Marketing Activities. Dedicated Mentors. Joint Fieldwork. Client Focused. Positive and Collaborative Culture.

Ready to CLIMB to the Top? Send your resume to hr@coadvisory.com

Responsibilities

• Providing financial advice to individual and corporate clients on wealth accumulation, protection, investments, corporate solutions, risk management, mortgage optimisation, tax, and legacy planning.

Requirements

• Diploma or Degree holder
• Must be at least 21 years old
• Experience in Financial Services, Banking or Mortgage industry would be an advantage.

Benefits

• Salaried or allowance scheme available for qualified candidates.
• Proven system that allows you to achieve a five-figure monthly income within 2 years and fast track to Manager to lead a team.
• Unrestricted, recurring, and multiple streams of income through attractive commissions, bonuses, and renewal schemes.
• Flexible working hours, choose which clients to serve, and what kind of specialist to be.
• Qualify for multiple free trips to popular world-wide destinations every year.
• Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT).
• Continuous professional growth through a comprehensive training and development programs.
• Dedicated marketing support to generate warm sales leads and grow your business.
• Transform into a leader and entrepreneur by building your own financial services company.
• Engage in meaningful work and a rewarding lifestyle that truly benefits and adds value to the lives of people and communities.

About CO Wealth Advisory

We are next generation Financial Advisers that deploy a Premier Wealth Service model that goes beyond traditional insurance to offer our regional High-Net-Worth, Mass Affluent and Corporate clients a holistic suite of financial solutions for all their personal and commercial needs.

We are an award-winning and top performing agency of 20 years with AIA Singapore that embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.

About AIA Group

AIA Singapore is part of the AIA Group, the largest independent insurance group in the Asia Pacific with a presence across 18 markets and listed on the Hong Kong stock exchange. A reputable and instantly recognisable brand backed by a 100-year history, and well known for providing unrivalled training and support in the industry.

We are purpose-driven to help people live Healthier, Longer, Better, Lives by making a significant, positive impact for the communities we serve across Asia.