Total 38 job vacancies by Ifast Financial Pte. Ltd.

Responsibilities

• Undertake and be responsible for daily cash operations BAU tasks
• Perform transactional and cash position reconciliation against internal system and banks records
• Requires steadfast processing and abiding by strict cutoff times (e.g. by currency / customer requests), whilst maintaining accuracy & quality over output
• Ensure timely escalation of system issues and work with tech counterparts to resolve those issue
• Timely follow up of queries arising from internal stakeholders
• Issue/incident and error management and the related follow up and reporting
• Provide support to rest of the team during peak and leave periods
• Participate actively in UATs
• Assist manager in new business developments research and or fact findings
• Rotational office admin duties

Requirements:

• Possess at least a Bachelor's Degree in Economics, Accountancy, Banking and Finance, Business Studies/ Administration/Management, Mathematics or equivalent
• Ability to work under stress with a sense of urgency to meet various currency cutoff times and customer's specific SLA with zero error rate
• Able to work staggered hours and participate in weekend live testing
• Ability to work overtime (typically including, but not limited to Mondays (across weekend), post holidays, month end weeks) due to surge in volume during these periods
• Prior experience in reconciliations at Banks and/or Financial Services a plus
• Strong problem solving and analytical abilities
• Committed to resolving problems and possesses a never give up attitude
• Effective communicator and work wells with others
• Highly adaptable to changes swiftly and be an advocator of innovations within the team
• Proficient with MS excel, VBA knowledge a plus

We are looking for a passionate and self-driven individual to join our Insurance Operations Team (Regional). In this role, you act as an important liaison between Insurance advisors, insurer providers, and regional colleagues.

The main function of this position includes the following:

• Handling the documentation and submission of new insurance business
• Data entry
• Handling day-to-day tracking of insurance submission status
• Assisting Team Manager in ad-hoc duties

Requirements

• Diploma/Degree in Banking & Finance/Business Administration
• A good team player who can work independently and diligently
• Meticulous and enjoys working with documents
• Able to work well in a fast pace environment with little supervision
• Self-motivated and able to multi-task.
• Strong sense of responsibility
• Good communication and team building skills
• Competent with MS Excel and Word
• Preferably has some experience in Insurance operation
• Fresh graduates are welcome to apply
• Able to commit contract period of 6 months

Responsibilities

• Support fee collection processing
• Process transfers investment products
• Handle inter-department enquiries.
• To participate in system enhancement of operational processes (ie: UAT)
• Provide general administration and support to operations department
• Assisting Team Manager in adhoc duties

Requirements

• Tertiary education in Accountancy/Banking & Finance/Business administration
• Knowledge of MS Word and Excel is a must
• Meticulous and able to work well in a fast pace environment
• Self-motivated and able to multi-task.
• Strong sense of responsibility.
• Able to commit contract period of 1 year

Responsibilities:

• Overseeing daily operations and ensuring that business processess run smoothly. For example, Check and ensure timely recording/process of all investment transactions and scrutinize daily trades submitted by financial advisory firms and financial institutions
• Comfortable with liaising with external counterparties, including Banks and Fund Managers
• Follow up in resolution of trade discrepancy to ensure accuracy and completeness of daily transactional and settlement
• Coordinate with various parties to ensure compliance in all operational areas
• Reconciliations processing, data population and identifying irregularities during project testing and User Acceptance Testing (UAT)
• Provide general administration and support to operations department
• Other ad-hoc duties assigned by Team Manager

Requirements:

• Degree with 1-2 years experience, preferably in the financial services industry
• Candidates without working experience are encouraged to apply
• Knowledge of MS Word and Excel is a must
• Excellent analytical and problem-solving abilitites
• Ability to collaborate with cross-functional, interdisciplinary teams to achieve tasks under tight schedule
• Ability to adapt to changing environments and handle high-pressure situations
• Initiative /Proactive and meticulous
• Must be willing to work on rotating shifts and on Singapore and MY Public Holidays

Responsibilities

• Assist the AML Compliance department to implement and maintain robust framework for AML/CFT compliance reviews to assess the implementation of applicable rules and regulations
• Keep abreast of AML/CFT regulatory changes and provide timely dissemination of regulatory updates to ensure that the business units and relevant departments are aware of the latest rules and regulations
• Facilitate AML/CFT training materials and conduct regular trainings to all staff
• Additional/ ad-hoc duties may be assigned when required

Requirements

• Independent, driven, resourceful and meticulous
• High sense of responsibility and integrity
• Strong interpersonal and analytical skills
• Duration of internship flexible (minimum 3 months)
• Part time internship (3 days a week) can be considered (Please indicate your availability on CV)
• Openings are available from October 2024 - June 2025

Responsibilities

• Assist Research Team in preparing of presentations and reports
• Simple data mining and analysis
• Update research databases
• Attend meetings and write meeting briefs
• Answer simple investment questions from financial advisors and customer service executives
• Undertake any other duties assigned to him from time to time by the Research Manager

Requirements

• Pursuing a degree qualification in a related discipline (Economics, Finance, International Business/Commerce), with strong quantitative and qualitative analysis abilities
• Good understanding of macroeconomics and investment valuation methodologies
• Willingness to learn and support the team in all activities
• No prior experience is needed
• Able to commit for minimum three months starting November/ December 2024

We are looking for content marketing interns who are passionate about producing creative video content on social media channels, particularly on TikTok & Instagram, as well as YouTube.

You will be working with the team at iFAST TV, a lifestyle and finance video channel, that produces their own original programmes/series, and assists the various business units within the company with producing advertisements for financial products.

iFAST TV is a division of iFAST Corporation's (SGX: AIY) group of companies, including FSMOne, iFAST Global Markets, iFAST Global Bank, iFAST Central & iFAST Global Prestige.

Responsibilities:

• Content ideation and script writing for social media and YouTube
• Create and develop engaging video content for social media and business objectives
• Direct, record and edit videos suitable for social media
• Design eye-catching thumbnails and reel covers
• Craft social and ad copies for social media
• Record and analyse social media data and statistics, as well as ad performance

Requirements:

• Willing to commit to a 3-6-months internship
• Strong understanding of social media trends
• Prior experience with Instagram and TikTok content creation is preferred
• Natural flair for humour
• Comfortable to appear in videos when necessary
• Proficiency in video editing skills (CapCut and/or Premiere Pro)
• Basic design skills (Canva/Illustrator/Photoshop)
• Work independently, as well as part of a team, to establish project deliverables
• A quick learner who is comfortable working in a fast-paced and dynamic environment, and is able to work in a team setting and creative brainstorming environment
• Please also indicate your internship availability and duration in CV, email

Responsibilities:

Many people avoid adviser-assisted financial planning due to a lack of trust. iFAST Global Markets (iGM) is an investment advisory business launched to tackle this issue head-on – by giving clients full commission transparency in insurance and investment products. Advisers on iGM share a common goal – to provide transparent, ethical and suitable advice to benefit their clients. With us, you will be empowered with FinTech to provide personalised wealth management solutions and develop a personal wealth management hub.

We are looking for someone:

• To provide personalised wealth management solutions to clients and help them grow their assets
• To recommend a range of wealth management products (unit trusts, ETFs, direct bonds, stocks, insurance) to fulfil clients’ needs
• To actively source for new clients on your own initiative
• To service clients acquired by the company’s lead generation capabilities
• Keep abreast of customer needs and investment market trends
• Deliver effective and efficient support to clients, within and beyond office hours

Requirements:

• Excellent interpersonal and communication skills, both verbal and written
• Client-oriented, pleasant, meticulous and obliging disposition
• Strong interest in investment products. Candidates with the relevant experience will have an added advantage.
• Holds either one of the following qualifications:
• A full certificate in GCE ‘A’ Level;
• An International Baccalaureate Diploma qualification;
• A diploma awarded by a polytechnic in Singapore; or
• Any other academic qualification equivalent to the qualifications above
• Certificates or exemptions from the following CMFAS/IBF modules will be advantageous: M1A, M5, M6, M6A, M8, M8A, M9, M9A
• Candidates without working experience are encouraged to apply
• Solely on an attractive commission base scheme structure

Responsibilities

• To provide the Financial Adviser operational and administrative support such as appointment scheduling;
• To support the Financial Adviser in the administrative aspects of his advisory business such as handling day-to-day processing of client trades;
• Resolve any transactional and operational issues and follow-up on outstanding cases;
• Undertaking any other adhoc projects as assigned by the Financial Adviser from time to time.

Requirements

• Degree / Diploma in any discipline / A-level Holders;
• Excellent follow up, organizational and communication skills (verbal and written);
• Meticulous, self-motivated, proactive and have a sense of responsibility;
• Ability to multi-task and work under time pressure;
• Prior experience in Financial Services will be an advantage;
• Candidates without working experience are encouraged to apply.

All applications will be treated in strict confidence. We regret that only shortlisted applicants will be notified.

Note: Job responsibilities / requirements are representative and are not intended to be a detailed list. Other tasks/abilities may be required of the incumbent, relative to the specific assignment.

Responsibilities

The Research Analyst will primarily be responsible for generating investment ideas in his/her assigned area of market coverage, and communicating these ideas to the investing public predominantly through original research articles and presentations.

• Conduct fundamental research within assigned area of market coverage using publicly available information sources, including financial statements, company annual reports, published research, and online databases
• Generate high-conviction investment ideas (including stocks, unit trusts, and ETFs) across various geographical markets and/or sectors. Work with other members of the research team to evaluate a comprehensive range of active and passive products.
• Communicate these ideas to the investing public, as well as internal stakeholders, through various channels, including original research articles and seminar presentations.
• Participate in discussions and contribute ideas to portfolio decision-making within the team’s disciplined investment process.
  

Requirements

• Bachelor degree holder in a related discipline (accountancy, finance or business administration), preferably with at least one year of investment research experience. Fresh graduates with the right aptitude and attitude are welcomed to apply for this position.
• Strong analytical skills, with a deep understanding of financial statements and equity valuation methodologies. Able to distil large amounts of information into an investable thesis.
• Excellent command of both spoken and written English, with a great story-telling ability.
• Demonstrated interest in and passion for investing
• Able to multi-task and meet constant deadlines

Responsibilities

• Maintain the highest standard of excellence in client service by attending to walk-in client needs and managing front desk operations
• Attend to all queries/requests from walk-ins/emails/phone calls and handling of incoming and outgoing mails/couriers/packages
• Supporting all office maintenance liaison including lights/aircon/equipment servicing and liaising with building management
• Overseeing the overall office cleanliness while being in-charge of third-party cleaner
• Monitoring inventories and managing of supplies orders including snack/stationary while keeping track of office budget
• Engage in processing boardroom, front of house activities and lockers key/access management

Requirements

• Minimum diploma in any discipline
• Candidates without working experience or less than 1 year of working experience are welcomed to apply
• Working experience in customer service will be an advantage
• Service oriented and able to communicate effectively with all levels of people
• Self-motivated and possess initiative
• Easy-going personality with positive attitude
• Able to multi-task and work independently as well as work as a team
• Ability to converse in English and Mandarin is preferred to liaise with Chinese speaking associates

We are seeking a motivated and detail-oriented Insurance Specialist to join our team. In this role, you will play a vital part in supporting Financial Advisers with clients' protection needs.

You will be responsible for engaging with Financial Advisers and clients, offering exceptional support, and building strong relationships with them.

• Serve as the expert on the entire suite of insurance products offered by the company and maintain a comprehensive understanding of product features, benefits, limitations, and target markets.
• Develop and maintain a detailed internal product comparison matrix, highlighting key differences, advantages, and disadvantages of each product. Regularly update the matrix to reflect changes in product offerings
• Provide expert advice to Financial Advisers and clients on selecting the most suitable insurance products based on their specific needs, financial goals, and risk tolerance. Utilize the internal product comparison matrix to support recommendations and demonstrate the value of each product.
• Conduct training sessions and workshops for Financial Advisers to enhance their knowledge of insurance products and their ability to effectively recommend them to clients.
• Develop and execute sales strategies that position insurance products as valuable solutions to clients' needs, working closely with insurers to strengthen our partnership.
• Present insurance products and solutions to clients in a clear and professional manner, addressing any questions or concerns they may have.
• Prepare and process insurance applications, ensuring accuracy and compliance with regulatory requirements.
• Stay abreast of industry trends, regulatory changes, and competitive landscape to ensure the company's product offerings remain competitive and relevant.
• Collaborate closely with the operations team to optimise workflows and ensure smooth execution.
• Perform ad-hoc UAT testing and provide feedback on new insurance features to ensure a seamless user experience.
• Drive sales performance by meeting KPIs, ensuring meticulous tracking of sales, campaigns and provide timely internal reporting to Financial Advisers and internal teams
• Maintain accurate records of sales activities and client interactions.

Requirements:

• Diploma or Bachelor's degree in any discipline, or CFP/AFP candidate preferred
• Self-motivated, proactive and have a strong sense of ownership.
• Strong presentation, communication, organisational, and interpersonal skills.
• Ability to work independently and as part of a team.
• Knowledge of insurance products, regulations, and industry best practices.
• Proficiency in Microsoft Office.
• Licensed in life insurance and general insurance.
• Proven track record of success in insurance sales or a similar role.
• High level of integrity and professionalism.
• Ability to learn and adapt to new technologies.

What makes you stand out:

• Like to think out of the box and possibilities to execute creative ideas
• Self-starter and hungry for growth
• Enjoy challenges and demonstrate adaptability and resilience in a fast paced environment
• Have a strong sense of ownership, collaborative and value teamwork
• Passionate about holistic wealth management, and driven to prospect new business and develop long-term relationship

Responsibilities:

Trade Facilitation / Market Making

• Provide competitive and accurate pricing of bond prices
• Facilitate Bond Trades
• Provide regular updates on pre-selected bond list
• Execute arbitrage trades on behalf of company’s bond investments
• Handle client’s requests and relevant back office/compliance requests

Managing bond investment and funds

• Provide monthly updates on company’s bond investment portfolio
• Ensure adequate investment and risk exposure for company’s bond investments
• Undertake ad-hoc projects as assigned from time to time

Requirement:

• Degree in any discipline with relevant experience in Fixed Income Industry
• Certifications in CMFAS M1a, M5, M6 and M6a will have an added advantage
• Preferably with 1 or 2 years of experience in securities dealing at a stockbroking firm
• Successful candidate might be required to take the relevant Singapore and Malaysia examination modules
• Able to handle clients independently, excellent interpersonal skills and resourceful

We are looking for content marketing interns who are passionate about producing creative video content on social media channels, particularly on TikTok & Instagram, as well as YouTube.

You will be working with the team at iFAST TV, a lifestyle and finance video channel, that produces their own original programmes/series, and assists the various business units within the company with producing advertisements for financial products.

iFAST TV is a division of iFAST Corporation's (SGX: AIY) group of companies, including FSMOne, iFAST Global Markets, iFAST Global Bank, iFAST Central & iFAST Global Prestige.

Responsibilities:

• Content ideation and script writing for social media and YouTube
• Create and develop engaging video content for social media and business objectives
• Direct, record and edit videos suitable for social media
• Design eye-catching thumbnails and reel covers
• Craft social and ad copies for social media
• Record and analyse social media data and statistics, as well as ad performance

Requirements:

• Willing to commit to a 3-6-months internship
• Strong understanding of social media trends
• Prior experience with Instagram and TikTok content creation is preferred
• Natural flair for humour
• Comfortable to appear in videos when necessary
• Proficiency in video editing skills (CapCut and/or Premiere Pro)
• Basic design skills (Canva/Illustrator/Photoshop)
• Work independently, as well as part of a team, to establish project deliverables
• A quick learner who is comfortable working in a fast-paced and dynamic environment, and is able to work in a team setting and creative brainstorming environment
• Please also indicate your internship availability and duration in CV, email

Responsibilities

• Assist the AML Compliance department to implement and maintain robust framework for AML/CFT compliance reviews to assess the implementation of applicable rules and regulations
• Keep abreast of AML/CFT regulatory changes and provide timely dissemination of regulatory updates to ensure that the business units and relevant departments are aware of the latest rules and regulations
• Facilitate AML/CFT training materials and conduct regular trainings to all staff
• Additional/ ad-hoc duties may be assigned when required

Requirements

• Independent, driven, resourceful and meticulous
• High sense of responsibility and integrity
• Strong interpersonal and analytical skills
• Duration of internship flexible (minimum 3 months)
• Part time internship (3 days a week) can be considered (Please indicate your availability on CV)
• Openings are available from August 2024 - December 2025