Client Relationship Manager - Singapore - Finberty Pte Ltd

Finberty Pte Ltd

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

Description

Grounded in no-BS, scientifically-backed solutions, Finberty empowers financial advisors to build teams, generate quality leads, and create meaningful engagement with customers like never before.

We don't just rely on traditional methods; we challenge them. This approach is deeply woven into our culture. We're straightforward (no-BS, to be exact), evidence-driven, and GREAT.

The GREAT Finberty Culture

Growth Mindset: We believe in the potential of every individual to grow, learn, and evolve.
Respect: Every voice matters. Every idea is valued.
Empathy: We understand and care deeply, not just for our clients, but for every member of our team.
Action-Driven: We're not about words; we're about doing. Results speak louder.
Teamwork: Collaboration is at our core. Together, we achieve more.

Responsibilities

Financial Analysis: Conduct thorough financial analysis to provide strategic insights and recommendations to both internal and external stakeholders.
Budgeting and Forecasting: Play a crucial role in the budgeting and forecasting process, ensuring financial efficiency and cost control.
Financial Reporting: Prepare regular financial reports, providing clear and actionable data to guide decisionmaking processes.
Compliance and

Risk Management:
Ensure adherence to financial regulations and standards, while identifying and mitigating financial risks.

Strategic Planning: Contribute to longterm financial planning and strategy, aligning with company goals and market trends.
Stakeholder Communication: Effectively communicate financial insights and strategies to team members and external stakeholders, promoting financial literacy and understanding.
Process Improvement: Continuously seek ways to improve financial processes, leveraging technology to enhance efficiency and accuracy.
Team Collaboration: Work closely with various departments, ensuring financial strategies are integrated across the company.

Qualifications

Bachelor's degree in Finance, Accounting, Economics, or a related field.
Minimum of 3 years of experience in a finance role, preferably in the financial services or tech industry.
Strong analytical and strategic thinking skills, with a proven ability to translate complex financial data into actionable strategies.
Advanced proficiency in financial modeling, forecasting, and analysis.
Proficient in financial software and tools, such as Excel, QuickBooks, or similar platforms.
Exceptional communication skills, with the ability to articulate financial concepts to nonfinancial personnel.
Proven track record in financial planning, analysis, and reporting.
CPA, CFA, or other relevant financial certification is a plus.

Benefits