25 Financial Services jobs in Singapore
Insurance Agent
Posted 15 days ago
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Insurance Agent (Fresh Diploma Grad )
This is a perm role as an employee of our client.
Open to those with no expereince but willing to learn and understand the insurance industry.
Salary Range: Commission Basis
Work Location: near Novena MRT
About Our Client:
Our client is a highly regarded organization with a proven track record of excellence in the financial advisory and insurance industry. Known for their commitment to professional development, mentorship, and innovative strategies, they have built a reputation for empowering individuals to achieve their financial goals. With a strong focus on integrity, collaboration, and client-centric solutions, they continue to make a significant impact in the lives of their clients and team members.
Job Overview:
We are seeking a motivated and dynamic individual to join our client's team as an Insurance Agent. This role is ideal for both newcomers and entry-level professionals who are eager to build a rewarding career in the insurance and financial services industry. Comprehensive training and mentorship will be provided to equip you with the skills and knowledge necessary to excel in this role.
As an Insurance Agent, you will play a key role in identifying potential clients, understanding their needs, and providing tailored insurance solutions. You'll build strong, lasting relationships with clients while contributing to sales targets and overall business growth.
Job Scope:
- Identify and approach prospective clients through leads, referrals, and networking opportunities.
- Schedule and conduct meetings with clients to understand their insurance and financial needs.
- Provide professional advice on suitable insurance products and coverage options.
- Prepare and present insurance proposals to clients.
- Perform follow-up calls and maintain ongoing client relationships.
- Conduct periodic policy reviews to ensure clients' coverage aligns with their evolving needs.
- Assist clients with policy applications and ensure all documentation is accurately completed.
- Stay updated with industry trends, insurance products, and regulatory requirements.
- Meet sales targets and contribute to the team's overall performance objectives.
Requirements:
- No prior experience is required; newcomers and entry-level professionals are welcome.
- Strong interpersonal and communication skills.
- Ability to build rapport and foster trust with clients.
- Proactive and self-motivated with a results-driven mindset.
- Basic knowledge of financial and insurance products is a plus but not mandatory.
- Minimum Diploma or equivalent; a Bachelor's degree in Business, Marketing, or related field is preferred.
- Willingness to undergo relevant training and obtain necessary insurance certifications/licenses.
Note: Need to take personality test online (duration : 30 mins)
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Joselito | EA Registration: R251265801
Tell employers what skills you haveWealth Management
Sales
Referrals
Financial Management
Customer Relationships
Wealth Accumulation
Marketing
Mentorship
Networking
General Insurance
Life Insurance
Communication Skills
Excel
Financial Advisory
Regulatory Requirements
Financial Services
Sales Lead - Financial Services
Posted 8 days ago
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Job Description
About The Role
Bounteous is a premier end-to-end digital transformation consultancy dedicated to partnering with ambitious brands to create digital solutions for today’s complex challenges and tomorrow’s opportunities. With uncompromising standards for technical and domain expertise, we deliver innovative and strategic solutions in Strategy, Analytics, Digital Engineering, Cloud, Data & AI, Experience Design, and Marketing.
We are looking to recruit a sales Director (individual contributor) for our Banking & Financial Services (BFS) sales team. We are on an ambitious journey to achieve $1 billion in global revenue and offers a comprehensive range of technology services, including Digital Engineering, Customer Experience (CX), Cloud Engineering, Data Analytics, and Artificial Intelligence (AI). We are seeking an experienced Business Development professional to drive new business and revenue growth within the BFSI sector. Highlights of their global Banking & Financial Services team:
Digital Transformation for Financial Services: Leveraging AI, machine learning and cloud computing Omni-Channel
Customer Engagement: Helping companies provide seamless omni-channel interactions, ensuring that customers can engage with their financial services provider across multiple channels, including mobile apps, online platforms, and in-branch services.
Regulatory Compliance and Security: Their clients solutions help financial services companies navigate complex regulatory environments, ensuring that their operations are secure, compliant, and resilient against cyber threats.
Innovative Financial Solutions: Develop and implement innovative solutions such as mobile payments, digital wallets, AI-powered account analysis, and customer service chatbots.
Job Description
· Business Development : Identify and secure new clients across diversified portfolio of Banking, Telecom and Technology, focusing on large and strategic accounts.
· Sales Strategy : Develop and execute effective sales strategies to meet and exceed revenue targets.
· Client Relationships : Establish and maintain strong relationships with key decision-makers and stakeholders at potential client organisations.
· Solution Selling : Understand client needs and work with internal teams to create tailored solutions that address specific business challenges.
· Pipeline Management : Maintain a strong sales pipeline, track progress, and ensure timely follow-up on leads and opportunities.
· Deal Negotiation : Lead negotiations and close deals, ensuring agreements that align with company goals.
· Global Delivery Model : Sell projects using an onsite-offshore model and a global delivery model, ensuring optimal resource utilisation and client satisfaction. Collaboration: Work closely with delivery, marketing, and other internal teams to ensure a smooth transition from sales to execution.
The Successful Applicant
· The ideal candidate will have a deep understanding of the BFSI Industry
· Proven track record of securing new business
· Ability to build strategic relationships with key decision-makers.
· This role requires an innovative mindset, exceptional sales skills, and a strong technical background.
· The successful candidate will thrive in an entrepreneurial environment, uphold high ethical standards, and excel in a fast-paced setting.
· A strong academic background, preferably with a degree in business, marketing, or a related field.
· Proven sales experience within the technology and telecoms consulting industry.
· Excellent knowledge of the BFSI sector.
· Strong negotiation skills and the ability to close deals.
· A track record of meeting or exceeding sales targets.
What's on Offer
Opportunity to work at a leading PE (Private Equity) Backed technology company. Exciting opportunities for professional growth and advancement. If this sounds like you, we are keen to hear from you!
Bounteous brings together 5000+ employees spanning North America, APAC, and EMEA, and partnerships with leading technology providers. Through advanced digital engineering, technology solutions, and data-driven digital experiences, we create exceptional and efficient business impact and help our clients win.
Bounteous is focused on promoting an inclusive environment and is proud to be an equal opportunity employer. We celebrate the different viewpoints and experiences our diverse group of team members bring to Bounteous. Bounteous does not discriminate on the basis of race, religion, colour, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, or any other status protected under state, or local law.
Extended Assurance Associate, Financial Services, Financial Accounting Advisory Services
Posted 13 days ago
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Job Description
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.
EY is the most globally integrated professional services organization which encompasses a separate business unit dedicated exclusively to the financial services marketplace. Join Financial Services (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global market perspective. Aligned to key industry groups including asset management, banking and capital markets, insurance and private equity, we provide integrated advisory, assurance, tax, and transaction services to our clients.
The Extended Assurance (EA) team builds on its expertise in assessing risks and controls of financial institutions, ranging from:
- Governance, Enterprise risk management
- Environmental, Social, Governance (ESG)
- Regulatory compliance (e.g. anti-money laundering, conduct risk etc)
- Business risks (e.g. investment management, credit, payments etc)
- Operational & Technology risk management
- Emerging technology
With this, our EA team provides clients and their key stakeholders the assurance that their governance, control environment, risk management and regulatory compliance are effectively designed and operating effectively. The EA team offers this assurance through a variety of services including controls / regulatory assurance, independent assessments and internal audits.
The opportunity
You will have the opportunity to take on responsibilities that would allow you to develop a deep and professional knowledge base in markets including wealth and asset management, banking and capital markets, insurance, payment services providers and service providers to the financial institutions.
Your key responsibilities
- Deliver quality EA services to clients and their stakeholders.
- Demonstrate a thorough understanding of risk management and controls concepts and apply them to client situations.
- Collaborate to plan engagement objectives and an engagement strategy that complies with professional standards and appropriately address risk.
- Direct field work, manage engagement economics and inform supervisors of the engagement status.
- Monitor the engagement team's progress against the plan and alter it when needed.
- Supervise junior engagement team members and develop them through effectively delegating tasks and providing guidance to EA staff.
- Develop and maintain productive working relationships with client personnel, assess clients' satisfaction and proactively maintain contact with the client throughout the year.
Skills and attributes for success
- Keen interest in controls and risk management
- Foster an efficient, innovative and team-oriented work environment.
- Strong leadership and project management skills
- Able to manage multiple engagement and deadline-drive
- Strong written and verbal communication skills
- Integrity within a professional environment
To qualify for the role you must have
- A degree in Accounting, Finance, Technology, Sustainability or a related field or Certified Internal Auditor qualification
- Related work experience in internal or external audit field for insurance, banking & capital markets, asset management, payment industries
Ideally, you’ll also have
- Knowledge of financial sector business trends, emerging technical and industry developments.
- Knowledge of MAS regulations for financial institutions.
What we look for
Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident team player that collaborates with people from various teams while looking to develop your career in a dynamic organization.
What we offer
EY offers a competitive remuneration package where you’ll be rewarded for your individual and team performance. We are committed to being an inclusive employer and are happy to consider flexible working arrangements. Plus, we offer:
- Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
- Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
- Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
- Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
Senior Consultant (Fintech & Financial Services)
Posted today
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Description Senior Consultant (FinTech & Financial Services) Senior Consultant (FinTech & Financial Services)
13 hours ago Be among the first 25 applicants
Atlas Technologies (parent company of Kapronasia – helping to manage the hiring process for this hire), is seeking a Senior Consultant for its branch in Singapore. This is a full-time, on-site role. The successful candidate will be responsible for leading strategy consulting projects in the FinTech and financial services sector, collaborating with well-known companies. The role involves significant opportunities to take ownership of projects and drive initiatives both independently and in collaboration with Atlas Technologies headquartered in Japan.
Responsibilities:
· Lead consulting engagements on topics such as market landscaping, market prioritization, and GTM strategy in the Asia Pacific payments, banking, insurance, and capital markets verticals.
· Conduct advanced quantitative / qualitative and primary / secondary research and analysis on key trends in the financial services industry, providing strategic insights for stakeholders.
· Oversee the development and delivery of slide decks for consulting projects, ensuring high-quality outputs that meet client needs.
· Develop and produce comprehensive industry research reports through market research, data gathering, and industry analysis.
· Support business development efforts by contributing to proposal development, client relationship management, and identification of new consulting opportunities.
· Mentor and guide junior consultants, fostering a collaborative and innovative team environment.
Job Qualifications:
· University degree in Business, Finance, Economics, or other relevant disciplines.
· Minimum 5 years of consulting experience, with a proven track record of delivering high-impact consulting projects. (Preferably strategy consulting)
· Good knowledge of financial technology trends within the financial services industry, including an understanding of the payments value chain.
· Strong writing and presentation skills in English.
· Proficiency in Microsoft Office, including PowerPoint, Excel, and Word.
· Preference will be given to Singaporean Citizens and PRs.
Application Process:
To apply, please send an updated copy of your CV along with a cover letter detailing your background and interest in this role. Selected applicants will be contacted for interviews, where they will be asked to prepare a short PowerPoint presentation.
Seniority level- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries IT Services and IT Consulting
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Senior Consultant (Fintech & Financial Services)
Posted today
Job Viewed
Job Description
Senior Consultant (FinTech & Financial Services)
Senior Consultant (FinTech & Financial Services)
13 hours ago Be among the first 25 applicants Atlas Technologies (parent company of Kapronasia – helping to manage the hiring process for this hire), is seeking a Senior Consultant for its branch in Singapore. This is a full-time, on-site role. The successful candidate will be responsible for leading strategy consulting projects in the FinTech and financial services sector, collaborating with well-known companies. The role involves significant opportunities to take ownership of projects and drive initiatives both independently and in collaboration with Atlas Technologies headquartered in Japan. Responsibilities: · Lead consulting engagements on topics such as market landscaping, market prioritization, and GTM strategy in the Asia Pacific payments, banking, insurance, and capital markets verticals. · Conduct advanced quantitative / qualitative and primary / secondary research and analysis on key trends in the financial services industry, providing strategic insights for stakeholders. · Oversee the development and delivery of slide decks for consulting projects, ensuring high-quality outputs that meet client needs. · Develop and produce comprehensive industry research reports through market research, data gathering, and industry analysis. · Support business development efforts by contributing to proposal development, client relationship management, and identification of new consulting opportunities. · Mentor and guide junior consultants, fostering a collaborative and innovative team environment. Job Qualifications: · University degree in Business, Finance, Economics, or other relevant disciplines. · Minimum 5 years of consulting experience, with a proven track record of delivering high-impact consulting projects. (Preferably strategy consulting) · Good knowledge of financial technology trends within the financial services industry, including an understanding of the payments value chain. · Strong writing and presentation skills in English. · Proficiency in Microsoft Office, including PowerPoint, Excel, and Word. · Preference will be given to Singaporean Citizens and PRs. Application Process: To apply, please send an updated copy of your CV along with a cover letter detailing your background and interest in this role. Selected applicants will be contacted for interviews, where they will be asked to prepare a short PowerPoint presentation. Seniority level
Seniority level
Mid-Senior level Employment type
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Finance and Sales Industries
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Associate - Strategy and Transactions, Lead Advisory (2025 Graduates)
Senior Advisor, Client Advisory Group, Services - (SVP/ Director) SG/HK
Technology Risk (Financial Services), Consultant/Senior Consultant, Risk Consulting
Senior Consultant - Strategic Advisory Services
Consultant / Senior Consultant / Principal Consultant - Business Consulting
Consultant / Senior Consultant - Business Consulting
Consultant - Strategic Advisory Services
Director, Advisors & Consulting Services, AI Strategy (Financial Services)-R-243533
Specialist / Analyst, Business Underwriting
Business Analyst, AI Data Service And Operations - Trust and Safety
Senior Sustainable Finance/ESG Business Analyst
Manager / Senior Manager, Finance Transformation, Financial Accounting Advisory Services
AVP/VP, Business Analyst (Digital Enterprise Solutions), Technology Group 16535
Business Analyst (1 year renewable contract)
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Talent Acquisition Consultant (Financial Services)
Posted 6 days ago
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Sciente Group, founded in 2007, is a multi-award winning, ISO9001, DPTM & Great Place To Work certified, business technology focused organisation with business interest in Singapore (HQ), USA, Malaysia, Philippines and India.
Our mission: Delighted clients & community.
Our employee value propositions are: Learning & Development, Career Growth and Sincere & Approachable leaders with a heart. Therefore we promise a stable and a long-term career progression for you.
As a part of our growth strategy, we are searching for a Talent Acquisition Consultant with work experience in financial services industry.
What is expected from this role to start with?
Primarily, it is a 270 degree role with the focus on financial services talent acquisition to meet our clients' project requirements.
Client Relationship Management
- Develop and maintain strong relationships with clients to understand their hiring needs and organizational culture.
- Act as a trusted advisor to clients, providing insights on market trends, salary benchmarking, and recruitment strategies.
- Negotiate terms of business and manage client accounts to achieve mutual success.
Candidate Management
- Source, attract, and assess talents through various channels, including job boards, social media, and professional networks.
- Conduct interviews to evaluate candidates’ technical skills, experience, and cultural fit.
- Manage the end-to-end candidate experience, from initial contact to successful onboarding.
Recruitment Delivery
- Collaborate with clients as required.
- Manage the recruitment process, including shortlisting, interview scheduling, offer negotiations and successful closure.
- Ensure timely and effective communication between clients and candidates.
- Ensure the successful joining by selected candidates.
Who shall fit-in the best for this role?
Incumbent must have 2-4 years of total experience in full life cycle talent acquisition/ recruitment of active and passive candidates within financial services industry.
- A graduate degree or diploma in IT, Computer Science, a related field, or any business/HR/engineering discipline is a prerequisite.
- Client account management for recruitment (270 degree) within Singapore is mandatory for this role.
- Essential soft-skills include outstanding communication and interpersonal skills, along with a results-oriented mindset.
- Demonstrated ability to strategically source and judiciously screen candidates to pinpoint the ideal fit for our clients.
- Successful track-record in account management to service clients with desired speed and accuracy is a must.
- Proficiency in engaging with potential talents, adopting a consultative approach to understand their career aspirations, and aligning candidates' ambitions with our clients' project offerings.
- Independently contributing to the entire candidate journey, from sourcing to onboarding and seamless client interaction are key aspects of the role.
- Meticulous attention to detail and a commitment to continuous learning are mandatory for our organizational culture and the demands of the markets we serve.
- Capability to work towards meeting revenue performance goals.
What is the growth potential of this role?
- Next potential next levels of growth are Lead Consultant/Managing Consultant/Customer Success Manager and Consulting Manager for a portfolio of clients/industry sector.
To know why you should join us, please visit
Our office location: Changi Business Park, near Expo MRT.
Should you be interested in this opportunity, please send your updated resume to at the earliest.
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Confidentiality is assured, and only shortlisted candidates will be notified.
EA Licence No. 07C5639
Business Analyst Manager (Financial Services)
Posted 10 days ago
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Job Description:
Our client is a well-established player in the financial services industry, committed to innovation, operational excellence, and delivering cutting-edge solutions that meet evolving client needs. They are currently seeking an experienced Business Analyst Manager to lead a high-performing team in supporting business change initiatives across the organization. As the Business Analyst Manager, you will lead and mentor a team of business analysts, overseeing the design and delivery of business solutions aligned with the organization’s strategic priorities. You will be instrumental in gathering and analyzing requirements, optimizing processes, and ensuring effective collaboration across business, technology, and regulatory functions.
- Follow us on LinkedIn for more job opportunities (below link):
Key Responsibilities:
- Lead and manage a team of business analysts to support strategic and operational projects across departments.
- Work closely with business leaders to understand current challenges, define requirements, and propose data-driven solutions.
- Translate business needs into clear functional specifications for system and process improvements.
- Oversee the development and maintenance of documentation such as business requirement documents (BRDs), process flows, and user stories.
- Partner with project managers, developers, and testers to ensure solutions are delivered on time and meet quality standards.
- Drive stakeholder engagement and act as a liaison between business users and technical teams.
- Ensure business analysis practices align with regulatory standards and industry best practices.
- Track project performance and provide regular reporting to senior management.
- Identify opportunities for process improvement and contribute to a culture of continuous innovation.
Requirements:
- Bachelor’s degree in Information Technology, or a related discipline.
- At least 6–8 years of experience in business analysis, with 2+ years in a leadership or managerial capacity.
- Proven experience within the financial services sector (e.g., banking, insurance, wealth management, fintech).
- Strong understanding of project delivery methodologies (Agile, Scrum, Waterfall).
- Familiar with tools like Jira, Confluence, Visio, and business intelligence platforms.
- Excellent communication, leadership, and stakeholder management skills.
- Experience with regulatory and compliance-related projects is an advantage.
- Professional certifications (e.g., CBAP, PMI-PBA, Agile/Scrum) are preferred.
EA Licence No: 23S1615
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Business Development Associate (Financial Services)
Posted 10 days ago
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We are looking for a driven and resourceful individual to support our marketing initiatives and business development efforts within the financial services space. This is a junior-level role suited for someone who is passionate about marketing, understands the landscape of financial institutions, and is eager to grow in a fast-paced, client-focused environment.
Responsibilities:
- Support the planning and execution of B2B marketing campaigns targeting financial institutions.
- Develop and manage marketing materials, content, and presentations tailored for FI clients.
- Coordinate events, webinars, and client engagement activities to strengthen brand visibility.
- Work closely with senior team members to identify and pursue new business opportunities.
- Assist in client outreach, lead generation, and proposal preparation.
- Conduct market research and competitive analysis to support strategic planning.
- Track marketing performance metrics and prepare reports to measure effectiveness.
Requirements:
- Minimum 2 years of experience in marketing, business development, or client engagement within the financial services sector.
- Solid understanding of financial institutions and industry language.
- Strong written and verbal communication skills.
- Highly organized with the ability to manage multiple priorities and stakeholders.
- Proficient in Microsoft Office Suite; knowledge of marketing tools is a plus.
- A team player with a proactive attitude and desire to learn.
Please send your application, including your resume and current and expected salary, to , quoting reference BDE/HHL.
Personal data provided by job applicants will be used strictly in accordance with the employer's personal data policies, a copy of which will be provided upon request.
Only shortlisted candidates will be notified.
Registration No. R1656042 | EA License No. 11C3510 | Drake International
Audit, Senior / Associate (Financial Services)
Posted 13 days ago
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Job Description
We are looking out for zealous and aspiring individuals who are keen on experiencing a diversified work culture in a growing international firm.
You will be expected to work closely with team members and under guidance from your superiors on audit engagements which may include planning, performing, and concluding the engagement. You will also work closely with clients and manages their expectations to further nurture on-going client relationships.
Responsibilities:
- Prepare and/or review of audit documentation for corporate governance and financial reporting
- Execute assigned engagement-related tasks in compliance with professional standards
- Propose resolutions to significant accounting and auditing issues
- Review information accompanying the assurance report in accordance with applicable framework
- Perform assurance engagements in compliance with professional standards, AML/KYC, MAS regulatory reporting and related compliance areas
Requirements:
- Diploma/Degree in Accountancy or equivalent professional qualification
- 1 - 3 years and 2 - 5 years of relevant experience will be considered for Associate and Senior role respectively
- Experience working on financial services engagements is a bonus, i.e., insurance, banks, payments, asset and wealth management, etc
- Experience working on regulatory audits, preferably on Singapore engagements is a plus
- Commendable analytic and technical skills
- Good communication and interpersonal skills
- Able to work independently as well as a team player