Support the identification and analysis of training needs arising from regulatory and compliance requirements for both new and existing representatives
Interpret work orders, including sample specifications, applicable test standards, and acceptance criteria to ensure clear understanding of testing requirements.
Interpret customer testing requirements and translate them into clear internal work instructions, ensuring alignment with quotations, specifications, drawings and applicable standards.
Build Your Autonomous Agency: Transition from a salesperson to a business owner with overriding structures, managing a team of professionals who own their practices under your umbrella.
Elite Mentorship Approach: You will be directly developed under the leadership and financial advisory practice standards of Edy Hartono, B.Eng, CFP, IBF Fellow, Senior Financial Services Director. With over two decades of industry expertise, Edy is a respected leader who served as the President of the Financial Planning Association of Singapore (FPAS) from 2018 to 2019.
As Senior Finance Executive at a fast-growing financial advisory firm, you will support the Head of Finance in managing core finance functions, including the end-to-end finance function, covering accounting, consolidation, regulatory reporting, and financial planning. This is a hands-on role with execution focus, delivering accurate and timely financial reporting, full compliance with Singapore’s financial regulations (IRAS, GST, ACRA, MAS), and provide data-driven insights to support strategic decisions. This role requires a detail-oriented self-starter who can operate independently and collaboratively with colleagues within the firm and external partners.
Oversee the preparation, maintenance and distribution of regular sales performance reports, including Annual Awards, MDRT qualification, Gross Revenue, financing schemes and incentive eligibility.
Support the identification and analysis of training needs arising from regulatory and compliance requirements for both new and existing representatives
As Senior Finance Executive at a fast-growing financial advisory firm, you will support the Head of Finance in managing core finance functions, including the end-to-end finance function, covering accounting, consolidation, regulatory reporting, and financial planning. This is a hands-on role with execution focus, delivering accurate and timely financial reporting, full compliance with Singapore’s financial regulations (IRAS, GST, ACRA, MAS), and provide data-driven insights to support strategic decisions. This role requires a detail-oriented self-starter who can operate independently and collaboratively with colleagues within the firm and external partners.
Support the identification and analysis of training needs arising from regulatory and compliance requirements for both new and existing representatives