Finance Associate

J.S.F

Singapore
**
Building client relationships
Needs-based financial planning
Processing customer orders
** J.S.F is seeking a Finance Associate in Singapore to build client relationships, provide financial planning, and support operational tasks while ensuring compliance with regulations. The role involves a combination of client engagement, financial analysis, and data reporting. **

Job Summary

  • The role involves building and nurturing client relationships while providing bespoke wealth protection and accumulation solutions.
  • Candidates will deliver professional, needs-based financial planning to clients alongside operational support for sales and finance operations.
  • The position requires ensuring compliance with regulatory bodies like the Monetary Authority of Singapore (MAS) while maintaining accurate financial records.

Matching Summary

Match Score: 75

** J.S.F is seeking a Finance Associate in Singapore to build client relationships, provide financial planning, and support operational tasks while ensuring compliance with regulations. The role involves a combination of client engagement, financial analysis, and data reporting. **

Skills & Requirements

Must-have

  • Building client relationships
  • Needs-based financial planning
  • Processing customer orders
  • Bank reconciliation tasks
  • MAS regulatory compliance

Nice-to-have

  • Bespoke wealth solutions expertise
  • Accurate data entry skills
  • Sales pipeline management

Key Requirements

  • Knowledge of MAS regulations
  • Experience in financial analysis
  • Proficiency in data entry

Work Rights

Not specified

Tailored Resume

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