156 Banking Consultant jobs in Singapore

Private Banking Management Consultant

Singapore, Singapore beBeeBanking

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Job Description

Are you looking for a challenging role in the banking industry?

  • We offer an exciting opportunity as a Management Consultant, Private Banking. As a consultant, you will gain valuable experience and expertise in business and technology.

Our team supports clients at all project stages from strategy development to implementation, creating sustainable value through our services.

Your responsibilities may include:

  • Driving the success of work streams by directing activities and ensuring high-quality deliverables;
  • Conducting research, data collection, and analysis to translate client requirements into well-formulated solutions;
  • Presenting findings and recommendations to clients using business proposals and presentation decks;
  • Documenting projects into systems and processes for management review;
  • Closing interaction with clients through regular project updates and networking;
  • Supporting team members with other project activities.
Requirements
  • A degree in a relevant field;
  • At least 3 years of professional experience in AML/KYC within Private Banking or consulting;
  • A strong understanding of MAS and HKMA AML/CFT requirements;
  • Knowledge of Business Integration/Migration/TOM projects within Private Banking.
Benefits
  • An adaptable schedule;
  • Attractive fringe benefits;
  • Modern office space;
  • A can-do mentality.
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Private Banking Investment Consultant

Singapore, Singapore CHINA MERCHANTS BANK CO LTD

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Job Description

Overview
Are you a seasoned risk manager and can provide challenge to senior management in their risk decisions? Do you enjoy working in teams and contribute to the sustainable risk management of the business? Then we are looking for someone like you!
Business management, administration and support with a focus on risk management, compliance, and governance within Global Wealth Management.
Job details
Job type: Full-time
Location
Full job description: Business management, administration and support
Your role
You will:
Are you a seasoned risk manager and can provide challenge to senior management in their risk decisions? Do you enjoy working in teams and contribute to the sustainable risk management of the business?
as part of first line of defense and an independent trusted risk partner, assess operational risk issues and clearly articulate the risks to the business to help them in their decision making
provide advice and support in the location to the business and functions pertaining to the framework, process and controls, to drive a simple, client-focused solution
organize and manage a multitude of topics (incl. various projects, remediation plans under operational risk issues) and ensure meeting of deadlines and commitments made
Present key updates to management including risks, issues & dependencies in appropriate forums and provide guidance on mitigation
identify upcoming risks and pro-actively address them
be a role model to your team of risk managers
help drive a positive risk culture throughout the organization including driving and delivering selected trainings
Your team
As a Business Risk Partner (BRP), you will be part of the Global Wealth Management (GWM) South East Asia Business Risk Organization based in Singapore, assigned to cover Market Team Heads and Business Sector Heads across markets.
Your expertise
completed higher education with at least 8 years of experience in the financial industry
experience in risk management, compliance, operational risk or internal audit
comprehensive understanding of wealth management business and the regulatory requirements in Hong Kong and/or Singapore
strong collaboration skills and worked in teams previously
strong communication, written and presentation skills
proven analytical skills and commercial judgement that helps articulate rational solutions
strong excel and power point skills
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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Private Banking Investment Consultant

048623 Raffles Place, Singapore $15000 Monthly PERSOL SINGAPORE PTE. LTD.

Posted 9 days ago

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Job Description

Brief Summary:

Join a leading player in the financial services sector, renowned for its commitment to excellence and client-centric approach. This organization values innovation and professionalism, making it an excellent place for individuals seeking to advance their careers in wealth management.

Responsibilities
  • Establish and nurture long-term relationships with clients, delivering tailored services.
  • Provide personalized financial planning advice, including investment and tax strategies.
  • Recommend appropriate investment products such as stocks, bonds, and mutual funds.
  • Conduct market analysis to inform clients about the latest investment opportunities and risk management.
  • Assist clients in identifying financial risks while ensuring asset safety and growth.
  • Ensure compliance with relevant local laws, regulations, and internal policies.
  • Collaborate effectively with cross-functional teams to address client concerns.
  • Engage in ongoing professional development through training and seminars to stay abreast of financial market trends.
  • Compile and present comprehensive performance reports on client investment portfolios for transparency.
  • Organize client events and domestic branch roadshows to discuss market trends and investment directions.
Requirements
  • Bachelor’s degree in finance, economics, or related disciplines.
  • Professional certifications such as CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant).
  • Minimum of 5 years of experience in wealth management or private banking within financial institutions.
  • Strong communication skills to effectively interact with clients and colleagues.
  • Excellent organizational and time management skills to manage multiple responsibilities effectively.
  • Successful completion of CACS 1 & 2 exams is required.
  • Experience in serving clients from diverse backgrounds is a plus.


Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

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Private Banking Investment Consultant SG

Singapore, Singapore $90000 - $120000 Y CIMB Group

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Job Description

Responsibilities:

Strategy and Planning

Enhance internal work processes to deliver better client experience

Business Performance and Management

  • Collaborate closely with private bankers, product managers and market specialists within Private Banking Singapore to deliver suitable investment portfolio solutions to clients
  • Construct investment portfolios with different asset classes based on client's risks appetite and investment suitability
  • Assist in investment related queries from clients and internal stakeholders
  • Provide updates on financial markets and investment ideas/solutions to clients and private bankers
  • Share investment views and product ideas with product managers to develop and deliver suitable product solutions
  • Work with market specialists to generate investment ideas to help private bankers achieve their investment related KPIs
    Any other responsibilities/tasks as assigned by the Management from time to time

People Management

Assist senior team members in their work

Regulatory Compliance

Comply with all relevant guidelines and regulations

Requirements:

Qualifications

Diploma or Degree

Professional Qualification and/or Regulatory, Licensing Requirements

  • CMFAS Module 1B and 5 (and other relevant CMFAS Modules, if required)
    CACS Paper 1 and Paper 2

Relevant Work Experience


2 years of relevant work experience


Technical/Functional Skills

  • Good investment knowledge on equities, structured products, treasury products, preferably with CFA or postgraduate finance qualification
  • Effective oral and written communication skills, able to deal effectively with people at all levels (internal and external), in most situations
  • Able to process diverse investment and market views to offer a concise and consolidated view of events so as to give the appropriate recommendation and guidance to sales staff
  • Competent in structuring and recommending investment portfolios for clients
    Make effective business decisions independently, based on sound financial and business principles

Personal Skills (Soft Competencies)

  • Effective oral and written communication skills
  • Able to deal effectively with people at all levels (internal and external), in most situations
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Intern, Business Consulting

Singapore, Singapore $3600 - $18000 Y RSM Singapore

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Job Description

Company

RSM Singapore

Designation

Intern, Business Consulting

Date Listed

01 Jul 2025

Job Type

Entry Level / Junior Executive

Intern/TS

Job Period

Immediate Start, For At Least 6 Months

Profession

Accounting / Auditing / Taxation

Industry

Accountancy

Location Name

Singapore

Allowance / Remuneration

$800 - 1,500 monthly

Company Profile

RSM, the largest professional services firm outside the Big Four in Singapore and the sixth globally, offers assurance, tax, advisory, and business solutions. We help growing businesses optimise profits, enhance business value and internationalise, while supporting international firms with their ASEAN setup, including compliance, payroll, staffing, accounting, and technology consulting.

Job Description


• Planning and preparation of engagements such as research and document background information and risk inputs for new/existing clients, set up engagement workpapers and project folders.

• Execution of engagements such as document client discussions and walkthrough, document and update narratives for less complex areas, perform basic data analytics to review client business activities and transaction, perform test of controls based on audit programme and test sheets developed by supervising staff.

• Support in the preparation of reports and project deliverables

• Others such as preparing training slides, training and administration support, support event organisation and research and development for white papers and articles

Application Instructions

Apply for this position

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Private Banking Transformation Consultant-Contract role

$120000 - $240000 Y Renoir Group

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Job Description

WHO YOU WILL WORK WITH

We are a diverse international team of extremely talented and capable individuals who work together to exceed the clients' expectations, on every element of every contract. It's our #Changemakers that have made the Renoir Group the success that it is today. As a business with an instinct for delivery and improvement, Renoir is always aware that we must constantly look towards the future and develop the talent that will drive the business forward. It's vital to recruit, develop, reward and inspire the people whose ideas, ambitions and energy constantly refresh Renoir's competitive edge.

As a Private Banking Transformation Subject Matter Expert (SME) – Management Consultant, you will work with our clients to transform and optimise their private banking functions, processes, and operating models. You will bring deep expertise in private banking products, client lifecycle management, front-to-back processes, and regulatory requirements. Your role will involve assessing current practices, defining target operating models, and implementing solutions that deliver tangible benefits and measurable impact for Private Banking organizations.

You will spend most of your time at client sites, engaging with senior management, front-office, middle-office, and operations teams to deliver meaningful change. The role requires both strategic insight and hands-on execution, with an ability to bridge business and technology.

Job Responsibilities:

  • Apply subject matter expertise in Private Banking to evaluate and document business processes, client journeys, and operating models.
  • Assess and re-engineer Private Banking processes including client onboarding & KYC, relationship management, portfolio management, product advisory, lending, and compliance.
  • Define Business Requirements Documents (BRD) and Target Operating Models (TOM) for Private Banking functions.
  • Identify opportunities where digital and technical solutions (e.g., CRM, core banking, portfolio management systems) can enhance client experience and operational efficiency.
  • Challenge existing practices and provide innovative, client-centric solutions while ensuring compliance with regulatory requirements.
  • Required to document processes and SOPs from L1–L4 using methodologies such as BPMN, UML, or TOGAF ArchiMate.
  • Work in project teams at client locations, driving delivery of transformation initiatives and ensuring measurable results.
  • Facilitate training and knowledge transfer for client teams on new processes, systems, and governance models.
  • Prepare and deliver structured presentations, reports, evaluations, and recommendations to senior stakeholders.

Job Requirements:

  • Bachelor's degree or above in business, Finance, economics, or related disciplines.
  • Demonstrable credentials and experience in private banking or wealth management.
  • At least 7 years of experience in private banking across the front, middle, or back office, with exposure to transformation or consulting projects.
  • Strong knowledge of Private Banking products (investments, structured products, credit, deposits, advisory services).
  • Familiarity with leading private banking platforms (e.g., Avaloq, Temenos, Finacle Wealth, Salesforce CRM) is advantageous.
  • Deep understanding of regulatory frameworks (AML, KYC, FATCA, CRS, suitability, cross-border rules).
  • Strong negotiation, analytical and problem-solving skills.
  • Resilient, with excellent oral and written communication skills in English.
  • Knowledge of relevant local regulations and industry standards in Singapore.
  • An appreciation of the consulting lifestyle and the ability to travel both locally and abroad for short-term and long-term project assignments.
  • Preference will be given to immediate starters.

. Please note that this is a contract position

This position requires you to be on-site in Singapore.

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Personal Financial Consultant (Banking)

$4500 Monthly GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.

Posted 15 days ago

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Job Description

Job Order:

Relationship Manager Opportunity

What You'll Do:

  • Provide expert advice on financial products, investments, and wealth management strategies, leveraging the bank's offerings to meet clients' long-term objectives
  • Ensure excellent customer service by promptly addressing client inquiries, concerns, and needs while maintaining high levels of satisfaction
  • Manage and monitor clients' portfolios, reviewing their financial positions regularly and recommending adjustments as needed

What We're Looking For:

  • A Degree in any discipline.
  • 1 Year of Experience within the Financial Services Industry or Banking Wealth Industry
  • An exceptional ability to navigate market shifts and consistently deliver client-centric advice that adds tangible value.

We regret that only shortlisted candidates will be notified. However, all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference:

EA Personnel Name : Tan Gabriel
EA Personnel Reg. No. : R
EA Licence No. : 07C5771

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ServiceNow Solution Architect, Business Consulting, Business Transformation

Singapore, Singapore EY

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full-time

ServiceNow Solution Architect, Business Consulting, Business Transformation
Join to apply for the
ServiceNow Solution Architect, Business Consulting, Business Transformation
role at
EY
ServiceNow Solution Architect, Business Consulting, Business Transformation
Join to apply for the
ServiceNow Solution Architect, Business Consulting, Business Transformation
role at
EY
At EY, we develop you with future-focused skills and equip you with world-class experiences. We empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
We work together across our full spectrum of services and skills powered by technology and AI, so that business, people and the planet can thrive together.
We’re all in, are you? Join EY and shape your future with confidence.
The opportunity
We’re seeking a ServiceNow Solution Architect, who’s an encouraging team player, is passionate about the ServiceNow platform and has a knack for producing an excellent customer experiences and designing highly supportable solutions.
Our passion is to work with our customers to deliver great ServiceNow experiences so that we can build a better working world together. Here at EY you’ll work with a team of amazing Technologists who are always growing, learning, and adapting, in and out of the office. With an innovative and adaptable team, driven by honest values and an amazing, supportive culture, we’re out to unleash the power and potential of ServiceNow for every client we work with. We’re looking for people like you who are powered by passion and eager to do the best work of their lives in a highly autonomous yet collaborative environment.
Your Key Responsibilities
Defining scope and providing technical advisory services to assist clients implementing a ServiceNow program of work
Understanding client requirements and translating to these into workable system solutions, creating architecture design documentation and ServiceNow roadmaps.
Creating and maintaining Platform Implementation Roadmaps and provide hands on assistance with the detailed design and implementation approach of selected engagements
Demonstrating product and technical leadership on ServiceNow engagements
Working with a team of technical and functional analysts, solution architects and delivery managers to deliver incredible ServiceNow solutions for clients.
Skills And Attributes For Success
To qualify for the role you must have:
An ability to define at an architectural and design level of detail, technical solutions aligned with client business problems
More than 4 years experience working with the ServiceNow platform including designing and implementing solutions, and fundamental understanding of the relevant key technologies
Fundamental understanding of the key technologies relevant to the ServiceNow integration solutions including: SSO, SAML, SSL, SOAP/REST Web Services, LDAP, JDBC/ODBC; well versed in CSDM 3.0 framework and an understanding of popular coding languages.
A keen eye for detail with strong problem-solving skills and an ability to think outside the box
The ability to build strong and credible relationships with business and technical stakeholders at all levels of the business
The ability to self-manage and develop skills independently while contributing to the capability set of the broader team
Ideally, you’ll also have:
ServiceNow certifications
Consulting Experience
What Working At EY Offers
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.
Company Description
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. All in to shape the future with confidence.
Seniority level
Seniority level Mid-Senior level
Employment type
Employment type Full-time
Job function
Job function Engineering and Information Technology
Industries Professional Services
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VP - Business Consulting Lead - APAC

Singapore, Singapore $150000 - $250000 Y Veeva Systems

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Job Description

Team: Business Consulting

City: Singapore

Country: Singapore

Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, we surpassed $2B in revenue in our last fiscal year with extensive growth potential ahead.

At the heart of Veeva are our values: Do the Right Thing, Customer Success, Employee Success, and Speed. We're not just any public company – we made history in 2021 by becoming a public benefit corporation (PBC), legally bound to balancing the interests of customers, employees, society, and investors.

Join us in transforming the life sciences industry, committed to making a positive impact on its customers, employees, and communities.

The Role

Business Consulting at Veeva is a unique group fusing strategy and technology inside a company at the forefront of digital innovation in Life Sciences. Establishing a leading Business Consulting practice is a strategic priority for Veeva, with high visibility within the company, and to leaders of the wider Life Sciences industry.

As the Consulting Practice Lead for the Asia Pacific region, based in Singapore, you will help lead and grow this practice, with a focus on building our brand in the market, developing our customer network, and identifying and generating new project opportunities to support our customers enabling their strategic goals.

What You'll Do

  • P&L ownership of the business consulting practice in APAC, responsible for overall strategy, growth and performance
  • Lead business development opportunities – identify and generate new project opportunities, clarify the customer's issues and needs, be able to develop a compelling, differentiated proposal to solve these issues, and win new work
  • Leverage your network to identify and originate new opportunities, win work and build new relationships
  • Oversee the delivery of projects in your region to ensure the team delivers with excellence
  • Build strong, trusted relationships with customers, serving as a primary contact for strategic questions
  • Support in the creation of new campaigns, offerings, and thought leadership that differentiate Business Consulting in the market
  • Recruit, develop and maintain a high performing team
  • Be a key member of the APAC leadership team, partnering with the local GM and senior leaders, Strategy and Account Leads to support the broader Veeva strategy and priorities

Requirements

  • Significant (10+ years) management and strategy consulting experience from a top tier consulting firmSignificant (10+ years) management and strategy consulting experience from a top tier consulting firm
  • Experienced in the Health and Life Sciences industry, particularly in the Commercial and Medical areas
  • An extensive network of stakeholders within leadership positions in Top 20 Life Science companies
  • Credibility and hands-on experience to operate and engage at Senior levels with our Life Sciences customers
  • Strong track record of selling consulting work
  • Previous experience in leading lean teams, with various career levels
  • Demonstrated experience in designing and implementing digital transformation and commercial improvement programs
  • Deep understanding across the entire Commercial value chain with recognized mastery in two or more of the following areas: Brand strategy, product launch, go-to-market strategy, commercial model design, key account planning and management, segmentation and targeting, multi-channel strategy and optimization, insight, and analytics

Nice to Have

  • Experience of AI, data and analytics including industry specific data sets and how to use them to drive customer value
  • Good understanding of Veeva's broader platforms and solutions and how these can be leveraged and enhanced by commercial consulting services
  • Experience working with SaaS solutions
LI-Executive

Veeva's headquarters is located in the San Francisco Bay Area with offices in more than 15 countries around the world.

Veeva is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristics protected by local laws, regulations, or ordinances.

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Consultant / Senior Consultant - Business Consulting

Singapore, Singapore Capco

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About Capco
Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services industry. With a growing client portfolio comprising over 100 global organizations, Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to deliver end-to-end data-driven solutions and fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting-edge ingenuity is brought to life through its Innovation Labs and award-winning Be Yourself At Work culture and diverse talent.
About the Job
As a Consultant / Senior Consultant, you will play a key role in the delivery of projects and work on client sites to deliver large-scale change initiatives for leading clients across Financial Services and/or Insurance sectors. You will be responsible for analysis, design, and consulting support, as well as developing an understanding of our client’s strategic direction and issues. You need to be a supremely motivated person and able to work in a team where clients become colleagues too.
Responsibilities
Develop and evaluate procedures, controls, user requirements, and functional specifications to identify gaps between the current state and future state, and propose enhancements to current business processes, reports, and applications to optimize system effectiveness.
Be the liaison between business and technical users and work to ensure project timelines and milestones are met.
Responsible for delivering and managing projects, individual workstreams, and communicating project statuses to senior management.
Work on client sites to deliver change initiatives for leading clients across financial services, including investment banking, retail banking, technology, wealth, and insurance.
Requirements
Key for this role is the requirement to have a background in Financial Services and/or Insurance within one of our core capability areas:
Digital Transformation
Data Strategy, Data Management & Data Analytics
Business & Finance Transformation
IT Transformation
We are looking for exceptional talent with the following:
Minimum 3+ years of experience working as a management consultant with a top management consulting firm or in other generalist problem-solving environments across the Financial Services and/or Insurance sectors.
Strong emerging end-to-end generalist problem-solving skills, e.g., defining, and deconstructing problems.
Strong interpersonal and influencing skills; the ability to interact with colleagues at all levels and communicate effectively with stakeholders and clients, especially senior management.
Produce high-quality verbal and written consulting deliverables (proposals, customer presentations, consulting reports) to effectively communicate project findings.
Ability to think strategically, execute tactically, and enable cross-business and cross-functional teams.
Strong understanding of Agile ways of working would be an advantage.
WHY CAPCO?
We are expanding our business rapidly across Singapore and Asia. You will work on engaging projects with some of the largest banking and insurance clients in the world, projects that will deliver significant transformation and change.
We offer:
You will join a company that supports and encourages an entrepreneurial outlook and independent thinking. Capco is not about organizational charts and layers – we operate with little hierarchy because we want all employees to feel that Capco is their firm. We warmly value diversity and inclusion and embrace our collective uniqueness – our culture is a strong, fresh, and invigorating difference from our competitors.
We offer highly competitive benefits, including medical and dental insurance, and a work culture focused on innovation and creation of lasting value for our clients and employees.
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