Established in Singapore in 1983, IPP has grown into a regional wealth advisory group with more than 600 advisers across Singapore, Hong Kong and Malaysia.
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Family Governance & Succession Planning: Conduct interviews and gather stakeholders’ feedback to formulate and finalise the Family Governance presentation, support and review the Family Constitution and other legal documents (Deed of Family Arrangements, Deed of Adherence, Durable Power of Attorney, Will, shareholder succession term sheet) drafting, including preparing asset listing and equalization spreadsheets.
Client Meeting Coordination: Schedule client meetings, prepare and present materials, take minutes, facilitate discussions, and follow up post-meeting with minutes, documentation and updates.
Implementation & Legal Liaison: Engage stakeholders including LAC, tax advisors, trust / company secretary; review and comment on legal drafts; collect implementation documents; assist sign-off and handover documents.
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Expand your professional network by working directly with auditors, tax agents, and senior stakeholders across client engagements.
Ready to level up your finance career in a hands-on advisory role? When working with us at EOP Management Services Sdn Bhd, a boutique finance and business advisory firm, you will provide outsourced finance leadership to growing businesses and help translate numbers into clear, usable guidance.
As the Finance Executive based at a client office, you will keep day-to-day financial reporting accurate and on schedule, manage month-end closes, and ensure statutory compliance. You will coordinate with auditors and tax agents, support finance process improvements, and deliver practical financial insights that keep clients and our team operating with confidence.
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Family Governance & Succession Planning: Conduct interviews and gather stakeholders’ feedback to formulate and finalise the Family Governance presentation, support and review the Family Constitution and other legal documents (Deed of Family Arrangements, Deed of Adherence, Durable Power of Attorney, Will, shareholder succession term sheet) drafting, including preparing asset listing and equalization spreadsheets.
Client Meeting Coordination: Schedule client meetings, prepare and present materials, take minutes, facilitate discussions, and follow up post-meeting with minutes, documentation and updates.
Implementation & Legal Liaison: Engage stakeholders including LAC, tax advisors, trust / company secretary; review and comment on legal drafts; collect implementation documents; assist sign-off and handover documents.
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Build and grow lasting relationships with professionals, business owners, and affluent clients, allowing you to establish trust and lifelong partnerships.
Monitor trends and investment landscapes, allowing you to provide proactive, data-driven financial strategies that adapt to your clients' evolving needs.
Conduct regular portfolio reviews and strategic check-ins, ensuring your clients' financial plans remain perfectly aligned with their life milestones and shifting long-term goals.
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Support employee movement activities including hires, job changes, internal transfers, resignations, and terminations.
Monitor and follow up on payroll‑related aging items such as job changes, terminations, and expiring contracts to ensure timely processing before Payroll integration is cut off.
Perform OCR validation and other periodic checks to support payroll and downstream accuracy.
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Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
Building and maintaining close relationships with relevant stakeholders and supporting internal functions.
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