47 Deloitte jobs in Singapore

• Perm Hire Directly With Local Bank in Singapore

• Open to Diploma / Degree Graduates without relevant work experience/certifications in wealth management

- About the Department: The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

- Personal Financial Services: We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

• Enjoys front line sales
• Are motivated by rewards & recognition
• Desire fast track career progression

• Create distinctive banking experiences for our clients
• Provide expert financial advice on our clients' wealth journey
• Leverage on our Bank's network to meet and achieve sales targets

As a Personal Wealth Executive within the Personal Banking business, you will be responsible for rendering financial advisory to BANK'S mass-market customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of BANK's clients
• Develop and deepen relationships with clients who have been assigned to you
• Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)

• A recognised university degree
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Proven ability to achieve sales target
• Resourceful and able to work with minimal supervision

Join a high-performing financial advisory team with over 40 years of proven excellence in helping clients achieve financial success. We are expanding our dynamic team and looking for passionate professionals who are driven to make a meaningful impact in people's lives — while growing their own career in a collaborative, high-trust environment.

Build Trusted Client Relationships

• Engage and manage relationships with clients — including high-net-worth individuals — through your personal network, referrals, and corporate channels.
• Deliver personalised financial advice that aligns with clients' goals and long-term wealth strategies.

Drive Business Growth

• Identify new market opportunities and cross-selling potential.
• Expand our brand presence through innovative business development and partnership initiatives.

Enhance Client Engagement

• Organise and participate in client events, seminars, and workshops to build trust and share valuable financial insights.
• Represent the team as a thought partner and advisor in key client discussions.

Collaborate and Lead

• Work closely with experienced advisors and senior partners.
• Mentor junior associates and contribute to a culture of continuous learning and collaboration.

Deliver Excellence and Compliance

• Ensure smooth client onboarding and top-tier servicing while maintaining high compliance standards.

• Bachelor's Degree in any discipline
• Minimum 2 years of professional working experience, ideally in finance, consulting, or client relationship management
• Strong interpersonal, presentation, and communication skills
• A strong professional network in the APAC region is a plus

How to apply:

By submitting any application or resume to us, you will be deemed to have agreed and consented to us disclosing your personal information to prospective employers for their consideration.

We regret only shortlisted candidates will be notified.

Registration No.: R

EA License No.: 20C0426 (Elitez & Associates)

MoneySmart Group is South East Asia's leading personal financial portal helping consumers compare loans, insurance, and credit cards. MoneySmart was founded in 2009 with the simple aim to help consumers make better financial decisions.
Through aggregating and consolidating product information to a single platform for comparison MoneySmart empowers consumers to make better financial decisions. We have put the power back into the consumers’ hands. Whether it is for loans, insurance, or credit cards, MoneySmart makes information easy to understand and products easy to apply for – all in one place.
We are growing and we’re looking for talents to come onboard our insurance team as a Financial Advisory Specialist based in Singapore.
Responsibilities
Provide holistic financial advisory services to new and existing customers of MoneySmart Financial
Conduct financial planning and financial needs analysis for customers
Provide recommendation and implementation of insurance solutions
Foster and maintain strong customer relationships to deliver excellent customer service
Handle all leads and enquiries assigned and expand customer base through referrals
Deliver sales-related objectives and key results
Ensure appropriate advisory practice and proper documentation
Adhere to both internal policies and procedures as well as external regulatory requirements
Requirements
At least 3 years of sales experience in the financial services industry, preferably in FA firms and/or insurance companies
Good knowledge of financial planning and the insurance industry
Sound understanding of insurance products and collective investment schemes
Able to carry out duties independently with minimal supervision
Able to learn and adapt quickly, working under pressure and time constraints
Self-motivated with a resilient mindset to achieve objectives and key results
CMFAS Modules 5, 9, 9A and HI qualifications; M8, M8A, BCP, PGI and ComGI will be an added advantage
Moneysmart culture values and tenets
The traits we admire are core intrinsic qualities we look for in someone we want on our team, and we look for people who are
Hungry, Humble and Smart.
We also expect all our people to uphold the following company values:
Play to win as a team
Solve for the customer
Embrace a personal growth mindset
Own it openly
Challenge the status quo and deliver outcomes
MoneySmart Group is an equal opportunity employer. Please include only relevant details and avoid unnecessary information in your job application to assist us in ensuring that the interview process is devoid of bias.
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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.

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.

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.

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.

The Valuation Associate will be a part of our Singapore office, which is the center of excellence within APAC, and will have the opportunity to work on cross-border assignments within the region. This role will not only be valuations-focused but will also have opportunities to work on other M&A advisory related assignments.

Responsibilities

• Perform market and industry research
• Develop financial models to value private companies
• Identify and value intangible assets for financial reporting, tax or M&A purposes
• Analyse if the financial projections are reasonable by comparing against appropriate benchmarks
• Prepare and deliver high quality valuation reports in accordance with relevant international valuation standards and/or financial reporting standards

Requirements

• Bachelor's degree in Finance, Accounting or Economics
• Minimum 1 year experience
• Relevant certifications (CFA, CVA, RICS or ASA) is a plus
• Able to work independently with little supervision
• Excellent analytical and critical thinking skills
• Familiar with common valuation methodologies and approaches
• Familiar with the use of research/technical tools such as S&P CIQ, Mergermarket, BloombergBasic understanding of relevant financial reporting standards
• Expertise in Microsoft Excel, Power Point and Word

Cornerstone is Singapore's premier Independent Financial Advisory and Exempt General Insurance Broker with over nearly 30 years of experience.

A reputed leading omni-channel advisory, we offer financial advisory, corporate risk solutioning and private wealth management services.

Being Independent, we are versatile and tenacious in providing tailor-fit solutions to our clients' unique needs.

We prefer candidates who are entrepreneurial and committed to growing their careers by providing top notch professional services to their clients.

Who are we looking for:

· A good and honest listener who is able to conduct meaningful conversations.

· An analytical mind to determine gaps in prospects' wealth life cycle

· An honest heart that proposes the best possible solutions that benefit clients' needs

· A 'hungry' for knowledge personality who continuously stay in touch with current and future trends

· A friend with integrity whom friends and colleagues can rely and count upon

How Cornerstone assists with your career growth:

⁠ ⁠omprehensive and structured training programmes

Strong support from an experienced management team

Unlimited growth opportunities

Flexible working arrangements

Endless earning potential

Vibrant & Supportive team environment

Qualifications & Requirements:

At least a full certificate in GCE 'A' Level, Diploma awarded by a polytechnic in Singapore or equivalent, Degree holders in any field.

Age 21 years old and above

Relevant CMFAS papers (Subsidised by Firm)

Motivated and Self driven

Excellent Interpersonal skills

Job Type: Full-time

Pay: $3, $10,000.00 per month

Work Location: In person

As an Associate in our Forensics Services team, you will be involved in engagements relating to fraud investigations, dispute and litigation support, anti-bribery and anti-corruption reviews and other compliance work. You will be a part of a dynamic and fast-growing firm, working closely with our Director for Forensic Services.

Responsibilities

• Assist with proposals tailored to meet clients' requirements
• Work in project teams to conduct fraud investigations, carry out interviews and analysis of structured and unstructured data amongst other relevant work procedures
• Assist in analysing information and documents using forensic technologies while preserving the chain of custody
• Assist in applying data analytical techniques to identify anomalies in the data set which may be indicative of fraudulent activity
• Support the project team with the preparation of deliverables
• Execute assigned tasks in the fraud risk identification and fraud risk assessment exercises
• Document activities undertaken as part of the fraud prevention exercises
• Support project team leaders to help solve clients' issues
• Act in accordance with professional standards
• Identify risks of ethical conflicts and threats to independence

Requirements

• Degree in Accounting or relevant discipline
• Candidates with more than 3 years of experience will be considered for the Senior role
• Attention to detail and ability to multitask and work with complex and detailed information
• Strong analytical skills
• Good written and oral communication skills
• Ability to work independently as well as part of a team
• Ability to work under pressure