Finance Associate

J.S.F

Singapore, SG
Not specified
Building client relationships
Needs-based financial planning
Processing customer orders
J.S.F is seeking a Finance Associate in Singapore, focused on client engagement, financial analysis, and operational support. The role involves building client relationships, delivering financial planning solutions, and ensuring compliance with regulatory standards

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) through expense tracking and bank reconciliation.

Matching Summary

Match Score: 75

J.S.F is seeking a Finance Associate in Singapore, focused on client engagement, financial analysis, and operational support. The role involves building client relationships, delivering financial planning solutions, and ensuring compliance with regulatory standards.

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
  • Sales pipeline management skills
  • Accurate data entry proficiency

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter