128 Advisory jobs in Singapore
Financial Advisory Professional
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Job Description
We are seeking an experienced professional to join our team in a key advisory position, providing technical expertise and support to clients in the accounting and financial sector.
- This role will involve conducting research and analysis, developing reports and recommendations, and collaborating with cross-functional teams to deliver high-quality solutions to clients.
To be successful in this role, you will need to have a strong background in accounting and finance, as well as excellent communication and project management skills. You will also need to be able to work effectively in a fast-paced environment and meet deadlines while maintaining high standards of quality.
The ideal candidate will have a bachelor's degree in accountancy or a related field, with a minimum of 5 years of experience in audit and advisory services. They will also need to have a strong passion for technical specialization and training, as well as excellent verbal and written communication skills.
We offer a competitive salary and benefits package, as well as opportunities for career growth and development. If you are a motivated and experienced professional looking for a new challenge, please submit your application for consideration.
Requirements:- Bachelor's degree in Accountancy or a related field
- Minimum 5 years of experience in audit and advisory services
- Strong passion for technical specialization and training
- Excellent verbal and written communication skills
Financial Advisory Professional
Posted today
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Job Description
You will be a key player in our multi-channel distribution strategy, providing customers with financial and life protection solutions. As a passionate and professional adviser, you will represent us and offer sound advice on the best products to meet customers' needs.
Your responsibilities will include conducting financial needs analyses for customers, maintaining long-lasting relationships, and capitalizing on sales opportunities through customer events and branch engagement activities.
We are looking for someone who is motivated by performance-based incentives and enjoys seeing tangible results from their hard work. You should have strong interpersonal skills and a passion for helping customers achieve greater financial competency.
Required Skills and Qualifications:
- No prior experience is required
- A diploma or degree in any field
- CMFAS certifications M5, M9, M9A, HI, BCP, PGI are preferred but not necessary
Benefits:
This is a full-time, permanent position at Income Lite branches, with a permanent basic salary and attractive sales incentives. We also offer training and career progression opportunities.
What We Offer:
We fully equip you to start a rewarding career in financial advisory. Our comprehensive employee benefits package includes induction training, a steady stream of referrals, and abundant sales opportunities.
Financial Advisory Representative
Posted today
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Job Description
- To profile clients' needs and provide them with purposeful financial advice.
- To acquire new clients through your own means or through our dynamic range of business development and sales activities.
- Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques, such as Asset Allocation, Unit Trusts, Life and Health Insurance, Wills and Trust Service, etc.
- Engage in business development activities, including client presentations, seminars, and workshops.
- Self-motivated, with a strong will to excel in a competitive environment.
- Minimum GCE 'A' Levels, Diploma or above. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly preferred.
- Ability to effectively interact and communicate with a broad range of people. Able to take the initiative and work in a team environment.
- Pleasant personality and good learning attitude.
- Experience in marketing/sales is an added advantage.
Financial Advisory Specialist
Posted today
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Job Description
Are you motivated to succeed in a dynamic and supportive environment? We are seeking a skilled Financial Advisor to join our team. As a key player, you will be responsible for guiding clients towards informed financial decisions.
Key Responsibilities:- Develop personalized solutions in areas such as savings, insurance, retirement, and education planning
- Build long-term relationships with clients through exceptional communication and listening skills
- Work independently with the backing of a comprehensive training program
- Excellent people skills and ability to work with diverse client groups
- Motivated to grow professionally and deliver results-oriented services
- Minimum: Local diploma or higher
- Availability to pursue MAS licensing and certifications
- Competitive remuneration package including monthly allowance and attractive commission structure
- Ongoing professional development and training opportunities
- Sponsorship for MAS licensing and certifications
- Flexible working hours and opportunities for career advancement
- A meaningful and rewarding career path with real impact on clients' lives
Financial Advisory Representative
Posted today
Job Viewed
Job Description
JOB DESCRIPTION
- To profile clients' needs and provide them with purposeful financial advice.
- To acquire new clients through your own means or through our dynamic range of business development and sales activities.
- Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques, such as Asset Allocation, Unit Trusts, Life and Health Insurance, Wills and Trust Service, etc.
- Engage in business development activities, including client presentations, seminars, and workshops.
JOB REQUIREMENTS
- Self-motivated, with a strong will to excel in a competitive environment.
- Minimum GCE 'A' Levels, Diploma or above. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly preferred.
- Ability to effectively interact and communicate with a broad range of people. Able to take the initiative and work in a team environment.
- Pleasant personality and good learning attitude.
- Experience in marketing/sales is an added advantage.
IFRS
Power Generation
Financial Statements Analysis
Asset Allocation
Wills
Corporate Development
Financial Planning
Works Well With Others
Wealth Accumulation
Financial Accounting
Project Finance
Financial Modelling
Health Insurance
Business Development
Acquisitions
Financial Advisory Representative
Posted 1 day ago
Job Viewed
Job Description
JOB DESCRIPTION
- To profile clients' needs and provide them with purposeful financial advice.
- To acquire new clients through your own means or through our dynamic range of business development and sales activities.
- Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques, such as Asset Allocation, Unit Trusts, Life and Health Insurance, Wills and Trust Service, etc.
- Engage in business development activities, including client presentations, seminars, and workshops.
JOB REQUIREMENTS
- Self-motivated, with a strong will to excel in a competitive environment.
- Minimum GCE 'A' Levels, Diploma or above. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly preferred.
- Ability to effectively interact and communicate with a broad range of people. Able to take the initiative and work in a team environment.
- Pleasant personality and good learning attitude.
- Experience in marketing/sales is an added advantage.
Financial Advisory Representative
Posted 1 day ago
Job Viewed
Job Description
JOB DESCRIPTION
- To profile clients' needs and provide them with purposeful financial advice.
- To acquire new clients through your own means or through our dynamic range of business development and sales activities.
- Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques, such as Asset Allocation, Unit Trusts, Life and Health Insurance, Wills and Trust Service, etc.
- Engage in business development activities, including client presentations, seminars, and workshops.
JOB REQUIREMENTS
- Self-motivated, with a strong will to excel in a competitive environment.
- Minimum GCE 'A' Levels, Diploma or above. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly preferred.
- Ability to effectively interact and communicate with a broad range of people. Able to take the initiative and work in a team environment.
- Pleasant personality and good learning attitude.
- Experience in marketing/sales is an added advantage.
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Financial Advisory Representative
Posted 1 day ago
Job Viewed
Job Description
JOB DESCRIPTION
- To profile clients' needs and provide them with purposeful financial advice.
- To acquire new clients through your own means or through our dynamic range of business development and sales activities.
- Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques, such as Asset Allocation, Unit Trusts, Life and Health Insurance, Wills and Trust Service, etc.
- Engage in business development activities, including client presentations, seminars, and workshops.
JOB REQUIREMENTS
- Self-motivated, with a strong will to excel in a competitive environment.
- Minimum GCE 'A' Levels, Diploma or above. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly preferred.
- Ability to effectively interact and communicate with a broad range of people. Able to take the initiative and work in a team environment.
- Pleasant personality and good learning attitude.
- Experience in marketing/sales is an added advantage.
Summer Program - Financial Advisory
Posted 1 day ago
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Job Description
Open to undergrads from any discipline, our 2-week program offers firsthand exposure to the financial services industry while equipping you with key personal development competencies. br>
What You Can Expect:
Sharpen Communication Skills: Engage in assignments and presentations to improve clarity and confidence.
Develop Financial Acumen: Gain insights into risk management, wealth accumulation, budgeting and real-world financial planning
Enhance Self-Development: Participate in modules designed to uncover strengths and foster personal growth.
Expand Your Network: Connect with students from various faculties and schools, growing your professional circle.
Sponsored Professional Certificate
Job Shadowing Opportunity
Who Should Apply?
Open-minded individuals ready to challenge conventional thinking and explore careers beyond the corporate 9-5.
Ideal for those who enjoy front-facing, client-centric roles
Those with a growth mindset, eager to empower themselves with valuable skills for any career path.
Eligibility Requirements:
Min DOB July 2004
Min. Local Polytechnic Diploma
SG/PR (As per FAA-N13)
A Career in Financial Advisory
Posted today
Job Viewed
Job Description
We are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals.
About the RoleThis is a permanent opportunity that offers a competitive salary range of $5,000 - $15,000 per month. The working hours are Monday to Friday, 9am - 6pm, with flexible timing. The location is Labrador Park.
Key Responsibilities- Conduct thorough financial assessments of clients, considering their income, expenses, investments, and long-term objectives
- Develop tailored financial plans, covering investment strategies, savings, retirement, insurance, and tax optimization
- Recommend suitable financial products and investment opportunities based on clients' needs and risk profiles
- Monitor and review clients' portfolios regularly, adjusting strategies as market conditions or client objectives change
- Communicate complex financial information clearly and provide ongoing education to clients
To be successful in this role, you should have:
- No prior experience is required, but a minimum GCE A level is preferred
- Excellent interpersonal and communication skills
- The ability to work independently and as part of a team
- Strong analytical and problem-solving skills
- Proficiency in Microsoft Office applications
This is a great opportunity to build your career in finance and gain valuable experience working with clients. You will also have the chance to work with a dynamic team and develop your skills in a supportive environment.
Contact InformationIf you are interested in this opportunity, please email your resume to Please ensure that your application is no larger than 1MB.