Mendefinisikan Ulang Perencanaan Keuangan

Untuk memberdayakan semua orang untuk membuat keputusan keuangan yang lebih baik

Melihat pertumbuhan ketika yang lain tidak

Keberhasilan seorang konsultan keuangan tergantung pada kemampuannya untuk memberikan nilai nyata kepada klien. Untuk menjadi kompeten dalam pekerjaannya, seorang konsultan keuangan harus mengembangkan banyak keahlian dan pola pikir yang berkembang. Lebih penting lagi, konsultan keuangan perlu melihat pertumbuhan bahkan ketika klien mereka tidak.

Sebagai mantan konsultan keuangan, Co-founder Dato' Wayne Chen memahami kekuatan wawasan. Dia terdorong untuk mengubah wawasannya menjadi solusi yang dapat membantu sesama konsultan keuangan dalam situasi yang sama – mendigitalkan industri konsultasi keuangan dan meningkatkan penciptaan nilai bagi konsultan keuangan.

Bersama dengan Co-founder Pok Xiao Guo, tim impian GoalsMapper dibentuk. Setelah mengumpulkan lebih dari satu dekade pengalaman dalam industri perangkat lunak, khususnya dalam arsitektur sistem, desain dan infrastruktur, Xiao Guo memiliki kecerdasan teknologi untuk menciptakan nilai bagi pengguna.

Dengan menggabungkan beragam pengalaman Co-founder, ditambah dengan tujuan bersama untuk memberdayakan individu dalam membuat keputusan keuangan yang terinformasi dengan baik, GoalsMapper melihat dimulainya pada tahun 2018. Tujuannya adalah untuk memetakan wilayah baru untuk industri konsultasi keuangan.

In the same year, GoalsMapper was named one of the top 10 startup finalists at the Dsion Startup Challenge 2018. Its triumph continued in 2019, where it was awarded the InsurTech of the Year 2019 at the 4th Asia Trusted Life Agents & Advisers Awards.

Nilai kita

Integritas

Kami sangat menjunjung tinggi prinsip kejujuran, kepercayaan, dan etika di tempat kerja dan di komunitas tempat kami beroperasi.

Inovasi

Kami berinovasi mencari terobosan untuk membangun kehidupan yang lebih baik bagi Manusia dan Masa Depannya.

Kemanjuran

Kami merancang dan membangun solusi untuk memungkinkan klien kami memberikan layanan mereka secara efektif dan profesional.

Keanekaragaman & Inklusi

Kami menghargai keterbukaan dan menghormati setiap pendapat.

Tonggak sejarah kami

Runner-Up Piala Bisnis Kreatif

Nov 2018

Juara 2 Tantangan Startup DSION

Dec 2018

Pemenang InsurTech Tahun Ini

Aug 2019

Ekspansi ke Malaysia & Thailand

Sep 2019 / Feb 2020

Sertifikasi Asosiasi FinTech Singapura

Apr 2020

ISO/IEC 27001:2013 Certification

Jun 2021

Ekspansi ke Filipina

Sep 2021

Melakukan audit pihak ketiga agar sesuai dengan Pedoman MAS-TRM

Oct 2021

SFF Global FinTech Awards (Singapore Founder) Winner

Nov 2021

Insurance Business Asia 5-Star Technology Awards Winner

Feb 2022

Expansion into Indonesia

Apr 2022

Data Protection Trustmark Certification

May 2022

Pendiri kami

Dato' Wayne Chen

CEO & Co-Founder

Dato' Wayne Chen memiliki hasrat yang kuat untuk berwirausaha dan mulai menginvestasikan waktunya di berbagai bisnis di berbagai industri seperti acara, pelatihan, dan sumber daya manusia sejak 2007 , dengan omset lebih dari $23 juta per tahun.

Di bawah kepemimpinannya, dalam waktu kurang dari 2 tahun, GoalsMapper memiliki lebih dari 2.000 pelanggan dan dianugerahi InsurTech of the Year. Kami juga telah memperluas jejak kami di seluruh Asia Tenggara di Malaysia dan Thailand, dengan melokalkan platform kami dengan saluran distribusi yang andal.

Dia sangat percaya dalam berkontribusi kembali ke masyarakat dan telah menjadi sukarelawan akar rumput selama lebih dari 10 tahun dan dia memberi contoh kepada generasi muda dengan mendorong mereka untuk memberi kembali kepada masyarakat dengan cara mereka sendiri.

Pok Xiao Guo

CTO & Co-Founder

Xiao Guo telah mengumpulkan lebih dari satu dekade pengalaman praktis dalam industri perangkat lunak, dengan fokus pada arsitektur sistem, desain, dan infrastruktur.

Sebagai Assistant Chief Technology Officer StreetSine, sebuah perusahaan rintisan teknologi yang berbasis di Singapura, dia bertanggung jawab atas keberhasilan pengiriman beberapa proyek perangkat lunak web dan seluler, mendukung basis pelanggan lebih dari 10.000 pengguna. Selain itu, Xiao Guo adalah Kepala Kantor Teknologi Golden Equator Capital and Consulting di mana ia mencapai pendapatan lebih dari 1 juta pada tahun pertama bisnisnya.

Peran Xiao Guo di GoalsMapper adalah fokus pada infrastruktur teknologi dan mengawasi pengembangan produk baru. Dia dan timnya terus-menerus mengembangkan produk baru yang mematuhi standar keamanan industri untuk memposisikan GoalsMapper di garis depan teknologi.

Bergabunglah dengan Tim Kami

Kami percaya dibutuhkan orang-orang hebat untuk membuat produk hebat. Itu sebabnya kami tidak hanya mempekerjakan profesional yang sempurna, tetapi juga orang-orang yang mewujudkan nilai-nilai perusahaan kami. Hasil? Budaya unik yang membuat karyawan mengatakan hal favorit mereka tentang bekerja di sini adalah satu sama lain.

* Magang tersedia sepanjang tahun

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Manajer Pengembangan Bisnis (Penuh Waktu)

Core Responsibilities

Business Development: Establish collaboration opportunities to enhance company’s value and achieve company’s vision and missions

Sales and Marketing: Source for new clients & Presentation to clients

Clients Engagement: Develop and implement solutions to increase product/solutions usage

Lead and Manage: Lead, coach, mentor, train, motivate and influence everyone in the organization to achieve company’s vision and mission

Administrative matters: Create and maintain client records, invoices, credit notes and other documents necessary to track performance and results

Perform other related duties as required

Job Specifications

Diploma certifications

2-3 years of sales and management experience

Demonstrate ability to handle work professionally, independently and efficiently

Able to plan, research, analyze, propose and implement solutions effectively

Good interpersonal skills and able to interface with all levels, internally and externally in a professional and responsive manner

Timely and accurate output deliverance

Proficient in Microsoft Word, Excel and PowerPoint

Key Deliverables

$250,000 new sales each year

Attain 80% user retention rate

Pengembang Full Stack (Penuh Waktu)

Core Responsibilities

Be part of the team to influence the product roadmap.

Participate in the design of new products and features.

Collaborate with CTO on the architecture and development of new product features.

Talk to clients and users and find ways to improve the product.

Manage the deployment infrastructure and release of product features.

Job Specifications

Bachelor degree in relevant field

Having Financial Planning domain knowledge will be a plus

Relevant experience in FinTech company, especially in Financial Planning segment

Understand FinTech Innovations in Asian Market

Strong background in web development and web design and is familiar with CSS, ReactJS, Redux, Django Python and Postgresql Databases

Experience with RESTful web services design, development and integration with SaaS

Experience with the Agile development methodology, source control (such as Git)

Highly motivated, organized and able to multi-task

Excellent problem solver and communicator

Know how to work hard and play hard

Have the passion to create value for end-users

Pengembang Tumpukan Penuh (Magang)

Core Responsibilities

Be part of the team to influence the product roadmap.

Participate in the design of new products and features.

Collaborate with CTO on the architecture and development of new product features.

Talk to clients and users and find ways to improve the product.

Manage the deployment infrastructure and release of product features.

Job Specifications

Current undergraduates in relevant field

Having Financial Planning domain knowledge will be a plus

Relevant experience in FinTech company, especially in Financial Planning segment

Understand FinTech Innovations in Asian Market

Strong background in web development and web design and is familiar with CSS, ReactJS, Redux, Django Python and Postgresql Databases

Experience with RESTful web services design, development and integration with SaaS

Experience with the Agile development methodology, source control (such as Git)

Highly motivated, organized and able to multi-task

Excellent problem solver and communicator

Know how to work hard and play hard

Have the passion to create value for end-users

Demonstrate ability to handle work professionally, independently and efficiently

Good interpersonal skills and able to interface with all levels, internally and externally, in a professional and responsive manner

Timely and accuracy in delivering outputs

Proficient in Microsoft Word, Excel and PowerPoint

Desain Produk UIUX & Pengalaman Pelanggan (Magang)

Core Responsibilities

Define and implement product strategy to keep business innovative, relevant and improve customer experience

Conduct product positioning and concept design through market and customer research, collaborative ideation and consolidated requests

Manage agile product roadmap and features prioritization through business and customer research insights

Engage stakeholders in leadership, research, data and support and coordinate across teams to maintain product and strategy alignment

Coordinate go-to-market strategies when launching a new product or feature

Perform other related duties as required

Job Specifications

Current undergraduates in relevant field

Having Financial Planning domain knowledge will be a plus

Relevant experience in FinTech company, especially in Financial Planning segment

Understand FinTech Innovations in Asian Market

Track record in designing skills

Strong executional and problem-solving skills

High energy, hands-on, detailed-oriented and organized

High degree of self-initiative, proactive and self-driven to drive results

Demonstrate ability to handle work professionally, independently and efficiently

Good interpersonal skills and able to interface with all levels, internally and externally, in a professional and responsive manner

Timely and accuracy in delivering outputs

Proficient in Microsoft Word, Excel and PowerPoint

Pemasaran dan Desain (Magang)

Core Responsibilities

Create and develop marketing collaterals: graphics illustrations, videos and copywriting

Support in implementation of marketing campaigns: generating leads, enhance conversion and post campaign evaluation

communication with users and other departments

explore various marketing administrations and analytics by monitoring and measuring effects of marketing campaigns

Assist in creation and development of marketing strategies

Drive customer satisfaction, retention and re-engagement through strategic directions and campaigns

Collaborate cross-functionally (product development, operations & marketing) to ensure smooth business operations

Provide marketing support operations

Job Specifications

Currently a student/recent graduate in any IHL (NAFA, SOTA, Polytechnics, Universities)

Able to commit for >3 months

Possess good written and communication skills in English

High level of designing and writing skills for marketing collaterals (e.g. EDMs and social post write-ups)

A committed team-player with high degree of self-initiative, proactive and self-driven to drive results.

Demonstrate ability to handle work professionally, independently and efficiently

Good interpersonal skills and able to interface with all levels, internally and externally, in a professional and responsive manner.

Timely and accuracy in delivering outputs

Media dan Siaran Pers

GoalsMapper offered a month's free subscription for financial advisers

See Article

Wayne Chen, Co-Founder & CEO of GoalsMapper

See Article

Financial planning tool GoalsMapper sees 70% spike in users

See Article

#InsuranceInspired Day 2 - Time to create your innovation inflection point

See Article

Insurance agents relying on digital tools to sell policies amid COVID-19 pandemic

See Article

Tingkatkan karir perencanaan keuangan Anda hari ini

Platform sederhana dan aman yang memberdayakan Anda untuk melayani klien dengan lebih baik

Hak Cipta 2021. GoalsMapper Pte Ltd. | Semua Hak Dilindungi | Kebijakan pribadi | Syarat dan Layanan

Mendefinisikan Ulang Perencanaan Keuangan

Melihat pertumbuhan ketika yang lain tidak

Nilai kita

Integritas

Inovasi

Kemanjuran

Keanekaragaman & Inklusi

Tonggak sejarah kami

Runner-Up Piala Bisnis Kreatif

Juara 2 Tantangan Startup DSION

Pemenang InsurTech Tahun Ini

Ekspansi ke Malaysia & Thailand

Sertifikasi Asosiasi FinTech Singapura

ISO/IEC 27001:2013 Certification

Ekspansi ke Filipina

Melakukan audit pihak ketiga agar sesuai dengan Pedoman MAS-TRM

SFF Global FinTech Awards (Singapore Founder) Winner

Insurance Business Asia 5-Star Technology Awards Winner

Expansion into Indonesia

Data Protection Trustmark Certification

Pendiri kami

Dato' Wayne Chen

CEO & Co-Founder

Pok Xiao Guo

CTO & Co-Founder

Bergabunglah dengan Tim Kami

Media dan Siaran Pers

GoalsMapper Celebrates Its 4th Anniversary With The Launch Of GM Rewards

GoalsMapper awarded Data Protection Trustmark certification

Online platforms have popularised financial planning – World Business outlook

GoalsMapper wins Singapore FinTech Festival Global FinTech Award

Business In Asia: Fintech Startup GoalsMapper Enters The Philippines

FFnews: Fintech startup GoalsMapper enters the Philippines

Tingkatkan karir perencanaan keuangan Anda hari ini

Platform sederhana dan aman yang memberdayakan Anda untuk melayani klien dengan lebih baik

Hubungi kami