559 Financial Advisory jobs in Singapore

We are seeking a skilled Financial Advisory Expert to join our growing practice. This exciting role involves providing advisory services related to Risk Management, Corporate Governance, and Internal Audit.

This position requires you to assist us in our engagements with listed companies and other large entities. You will be exposed to different types of industries and reviews, including enterprise risk assessments, investigative reviews, and internal audits. Additionally, you will have the opportunity to work on pre-IPO internal controls reviews to help aspiring companies list on the local Stock Exchange.

• Provide professional advice on risk management, corporate governance, and internal audit matters
• Assist in conducting reviews and assessments of clients' internal controls
• Develop and maintain strong relationships with clients
• Collaborate with cross-functional teams to deliver high-quality services

• Professional qualifications or accounting/business degree from a recognised university
• Minimum 2-3 years experience in audit or accounting for Senior Associate position
• Excellent communication and report writing skills
• Able to work in a fast-paced environment
• Prior experience in professional firms an advantage

You will enjoy working in a highly motivated environment with a team of dedicated professionals. We offer opportunities for growth and development, as well as a competitive salary and benefits package.

• 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.

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.

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