160 Financial Advisory jobs in Singapore
Training, Assistant Manager (Financial Advisory)
Posted 9 days ago
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ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER?
Be ready to embark on a journey which offers you an exciting opportunity.
HERE’S A SHORT INTRO OF WHO WE ARE
Since our incorporation in 2005, finexis has grown to become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$1 billion. Our strategic partnerships, extensive portfolio of leading financial solutions, strength of more than 900 financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services.
WHAT TO EXPECT
We are seeking a dedicated and enthusiastic Training Assistant Manager to join our dynamic Training team. This role is ideal for professionals who have experience in the financial services industry, are passionate about coaching and mentoring, and are motivated to drive adviser performance through structured learning and support.
This position offers career progression opportunities, exposure to strategic training initiatives, and a platform to influence the future of our financial advisory force.
WHAT YOU’LL DO
- Design, plan, and execute training programs for new and experienced financial advisers.
- Facilitate onboarding, product training, regulatory compliance modules, and soft skills development.
- Work closely with Sales Managers and team leaders to identify training needs and craft tailored learning solutions.
- Provide ongoing coaching and follow-up to ensure advisers apply training effectively and meet performance standards.
- Monitor training effectiveness through feedback, performance tracking, and continuous improvement.
- Stay updated on financial products, industry regulations, and training best practices.
- Support development of digital learning content and tools, where applicable.
WHO YOU ARE
- Minimum of 2 years of experience in training, learning & development, or adviser management, preferably in the financial services or insurance industry.
- Prior experience working with or managing licensed financial advisers.
- Holds valid Financial Planning certifications/licenses (e.g., CMFAS M5, M9, M9A, HI, or equivalent).
- Strong facilitation and presentation skills.
- A genuine passion for training, coaching, and developing others.
- Highly organized with the ability to follow up and drive accountability.
- Team player with excellent interpersonal and communication skills.
- Familiarity with adult learning methodologies and digital training tools is an advantage.
WHAT’S IN IT FOR YOU
- A structured career pathway in Training & Development or broader management roles.
- Exposure to strategic initiatives and cross-functional collaboration.
- Supportive and professional team culture that values innovation and continuous learning.
- Competitive salary, incentives, and benefits.
Senior / Assistant Manager, Financial Advisory (Restructuring & Insolvency)
Posted today
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The Restructuring and Insolvency Senior / Assistant Manager conducts market research and financial analyses. He/She participates in business development and stakeholder interactions and manages the restructuring and insolvency processes for the client engagements that he/she is responsible for. Adherence to standards of ethics and maintain quality assurance in processes is expected of the role.
Responsibilities
- Analyse historical financial performance and perform cash flows analyses
- Conduct and review financial analyses, financial statements review and assess business performance
- Coordinate with multiple stakeholders in complex liquidations and restructurings
- Generate ideas and solutions as well as review proposed recommendations for improving liquidity, credit availability, and creditor return
- Prepare documents for sales of distressed assets
- Research and provide recommendations on simplifying legal entity structures of clients
- Prepare correspondence to clients with creditors during restructuring or insolvency
- Manage project and guide the team to execute the judicial management, receivership and liquidation
- Gather relevant data and information to develop a proposal and/or scheme of arrangement
- Prepare of business proposals and pitch documents
- Build internal and external relationships to drive business development strategies
Requirements
- Background in Accounting, Business, Economics, Finance or other relevant field
- At least 3 to 5 years’ experience in corporate insolvency and restructuring
- Member of ISCA preferred but not necessary
- Strong analytical skills with the ability to interpret data, generate insights and construct solutions
- Tenacious and willing to learn on the job
- Excellent written, oral and presentation skills
- Able to work in a fast-paced environment
- Strong team player
Business Partner (Financial Advisory) - Freelance (Uncapped Commission + Multi-Layered Incentive ...
Posted 6 days ago
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Job Description
- Well Established Singapore Based Financial Advisory Firm
- Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from dedicated managers.
- Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.
- Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
- Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
Ideal for University Students:
- Flexible Working Hours: Suitable for students.
- Entrepreneurial Experience: Experience how to manage and grow your own business.
- Mentorship from Success Stories: Guided by mentors who began their successful careers as students.
Main Responsibilities:
- Financial Strategy Development: Understanding your clients’ financial situations & goals to devise strategies that cater to their needs.
- Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
- Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
- Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.
- Client Networking: Establish and grow a strong client base through networking & prospecting.
Requirements:
- Minimum Polytechnic Diploma in any discipline.
- No prior experience is required as on-the-job training and mentoring is provided.
- Result-oriented & highly motivated.
- Strong interpersonal skills with a strong passion to serve.
Email to: for more information.
***We do not charge our candidates any referral fee nor bind them with any contract.***
Henry Heng
Consulting Manager
Reg no.: R1982999
EA No: 25C2861
Vice President, Financial Crime Advisory - Global Functions
Posted today
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Some careers grow faster than others.
If you’re looking for a career that offers plenty of opportunities for development, join HSBC and unlock a future rich with potential. Whether aiming for top leadership or exploring new directions, HSBC provides opportunities, support, and rewards to help you advance.
Regulatory Compliance ensures adherence to applicable regulations and standards by establishing policies that cover HSBC’s regulatory requirements and mitigate conduct and reputational risks. The team aims to stay ahead of regulatory changes, ensuring the business understands implications and prepares accordingly. It monitors how Global Businesses and Functions manage compliance responsibilities and helps resolve deficiencies.
We are currently seeking a high-caliber professional to join our team as a Vice President, Financial Crime Advisory.
Principal Responsibilities
In this role, you will:
- Exercise risk stewardship over Financial Crime Compliance (FCC) risks of the Business by challenging their risk assessments, control environment, considering business activities, advising on regulatory requirements, assessing risk impacts from internal and external events, and evaluating the sufficiency of controls to mitigate risks.
- Assist in driving all FCC objectives and initiatives related to Anti-Money Laundering (AML), counter proliferation, anti-bribery/anti-corruption, sanctions, tax transparency, and anti-fraud for Wealth Personal Banking Singapore (WPB SGH). Ensure these are well-established, effective, and compliant with HSBC Group standards, MAS, HKMA, and Singapore laws.
- Maintain second-line accountability for FCC regulations, including AML, sanctions, fraud, and AB&C guidelines. Provide investigation, assessment, and escalation of potential breaches to the Head of Financial Crime Risk – WPB SGH.
- Proactively challenge FC-related controls and their effectiveness, support product launches with FC risk assessments, and participate in industry forums and public-private partnership projects with regulators and industry banks, representing HSBC actively.
- Conduct gap analysis on local regulations and guideline changes, providing support to the business for implementation.
Associate - Assurance, Financial Accounting Advisory Services - Accounting & Advisory
Posted today
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The Opportunity:
As part of the Financial Accounting and Advisory Team, you will play a vital role in supporting our CFO agenda and partnering with financial institutions. You will go beyond traditional accounting standards, focusing on the proactive and business-oriented aspects of finance. Your expertise in finance transformation, financial planning and analysis (FP&A), data and analytics, process optimization and controls, as well as new accounting standards implementation, will be crucial in delivering value-added solutions to our clients.
Your Key Responsibilities:
You will be working together with the senior associates, managers and partners to plan, lead and execute engagements for financial institutions, focusing on the following areas:
- Collaborate with financial institutions to drive finance transformation initiatives, leveraging digital tools and technologies to enhance efficiency and effectiveness.
- Conduct data transformation and analytics to generate valuable business insights, enabling data-driven decision-making and value creation for our clients.
- Support the sustainability agenda by assisting in the development and implementation of long-term value reporting and disclosure frameworks, aligning with regulatory requirements and best practices.
- Provide expertise in financial planning and analysis (FP&A) activities, including budgeting, forecasting, and performance analysis, to help our clients optimize their financial strategies and achieve their business goals.
- Assist clients in optimizing processes and implementing robust controls to improve operational efficiency, mitigate risks, and ensure compliance with regulatory standards.
- Stay up to date with new accounting standards and regulatory changes , conducting impact assessments and guiding clients through their implementation and adoption.
- Contribute to strategic restructuring projects and new entity set-up by assessing the regulatory and accounting implications, providing insights and recommendations to support decision-making processes.
Skills and Attributes for Success:
- Final year undergraduates or recent graduates from programs relating to accounting, finance, data/business analytics, or equivalent, including a Master of Professional Accounting.
- Curious, explorative, innovative, with a bold ambition for change.
What 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.
Note:
- You are required to upload your latest resume and academic transcripts together with your online application.
- Due to high volume of applications, only shortlisted candidates will be contacted.
- To help create an equitable and inclusive experience during the recruitment process, please inform us as soon as possible about any disability-related adjustments or accommodations you may need.
Financial Consulting Associate (SG/PR Only)
Posted today
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Description Financial Consulting Associate (SG/PR only)
Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features.
Looking for a career where you grow and make a difference?
We’re hiring Financial Consulting Associates who are driven, people-focused, and ready to build a purpose-driven career in finance.
Job Title: Financial Consulting Associate
Flexibility: Work-from-home available on non-meeting days
Why This Role MattersStep into a meaningful and rewarding career where you grow both professionally and personally — while helping individuals and families make confident financial decisions. As a Financial Consulting Associate, you’ll be empowered with tools, mentorship, and opportunities to build a lasting impact.
What You’ll Be Exposed To- Client Relationship Management
- Employee Benefits Strategy
- Medical Concierge & Claims Assistance
- General Insurance & Mortgage Refinancing Solutions
Continuous learning through structured mentorship and professional development.
Enjoy uncapped progression opportunities — from consultant to director and beyond. Your performance determines your path, not time or seniority.
Why Join Us?- Build a purpose-driven career that empowers others
- Support individuals, families, and businesses through changing financial landscapes
- Flexible schedule with performance-based progression
- Collaborative, heart-led, growth-focused culture and environment
- 1-on-1 mentorship from seasoned professionals
- Overseas incentive trips & team bonding experiences
Whether you're a fresh graduate or seeking a career pivot, this role offers the structure and freedom to discover your full potential!
You're a great fit if you:- Are eager to learn and grow in a client-facing environment
- Think analytically and critically, and are solutions-oriented
- Are an excellent communicator with a heart for people
- Are passionate about educating and guiding others in today’s information-rich world
- Build trust and long-term relationships with ease
- Hold a degree in any discipline (Engineering, Business, etc.)
Bonus: Experience in investing, entrepreneurship, or financial literacy.
Bonus: CMFAS certifications (M9, M9A, HI, RE5) — training provided if not yet obtained.
About AIA Financial Advisers (AIA FA)AIA FA is a subsidiary of AIA Singapore, committed to helping individuals and families achieve financial freedom and peace of mind through trusted, face-to-face financial advice.
As the #1 MDRT company globally for 10 consecutive years, we are proud of our culture of professionalism, client-first values, and service excellence. We develop purpose-driven consultants who lead with both heart and strategy.
Ready to grow? Apply now or connect with us to explore further.
Seniority level- Entry level
- Full-time
- Finance and Sales
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Financial Consulting Associate (SG/PR Only)
Posted 1 day ago
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Financial Consulting Associate (SG/PR only)
Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. Looking for a career where you grow and make a difference? We’re hiring Financial Consulting Associates who are driven, people-focused, and ready to build a purpose-driven career in finance. Job Title:
Financial Consulting Associate Flexibility:
Work-from-home available on non-meeting days Why This Role Matters
Step into a meaningful and rewarding career where you grow both professionally and personally — while helping individuals and families make confident financial decisions. As a Financial Consulting Associate, you’ll be empowered with tools, mentorship, and opportunities to build a lasting impact. What You’ll Be Exposed To
Client Relationship Management Employee Benefits Strategy Medical Concierge & Claims Assistance General Insurance & Mortgage Refinancing Solutions Continuous learning through structured mentorship and professional development. Enjoy uncapped progression opportunities — from consultant to director and beyond. Your performance determines your path, not time or seniority. Why Join Us?
Build a purpose-driven career that empowers others Support individuals, families, and businesses through changing financial landscapes Flexible schedule with performance-based progression Collaborative, heart-led, growth-focused culture and environment 1-on-1 mentorship from seasoned professionals Overseas incentive trips & team bonding experiences Whether you're a fresh graduate or seeking a career pivot, this role offers the structure and freedom to discover your full potential! You're a great fit if you:
Are eager to learn and grow in a client-facing environment Think analytically and critically, and are solutions-oriented Are an excellent communicator with a heart for people Are passionate about educating and guiding others in today’s information-rich world Build trust and long-term relationships with ease Hold a degree in any discipline (Engineering, Business, etc.) Bonus: Experience in investing, entrepreneurship, or financial literacy. Bonus: CMFAS certifications (M9, M9A, HI, RE5) — training provided if not yet obtained. About AIA Financial Advisers (AIA FA)
AIA FA is a subsidiary of AIA Singapore, committed to helping individuals and families achieve financial freedom and peace of mind through trusted, face-to-face financial advice. As the #1 MDRT company globally for 10 consecutive years, we are proud of our culture of professionalism, client-first values, and service excellence. We develop purpose-driven consultants who lead with both heart and strategy. Ready to grow? Apply now or connect with us to explore further. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales #J-18808-Ljbffr Industry
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Consulting Sub Category
Finance Consulting
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Extended Assurance Senior, Financial Services, Financial Accounting Advisory Services
Posted today
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Extended Assurance Senior, Financial Services, Financial Accounting Advisory ServicesLocation: Other locations: Anywhere in Country
Date: 19 Mar 2025
Requisition ID: 1000342
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.
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:
- Environmental, Social, Governance (ESG)
- Regulatory compliance (e.g. anti-money laundering, conduct risk 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 addresses 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 engagements and deadline-driven
- 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
- At least 3 years of 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.
Wealth Asset Management, Manager (Financial Services), Consulting
Posted today
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Location:
Other locations: Primary Location Only
Date: 18 Mar 2025
Requisition ID: 690851
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’re all in, are you?
Join EY and shape your future with confidence.
The opportunity
EY’s consulting professionals bring a wealth of experience in working with major financial institutions to align their operating model and infrastructure to business strategy. We assemble the right multi-disciplinary teams, use consistent and proven global methodologies and tools, and draw on the full breadth of EY’s global network, to deliver value and trusted advice to the clients.
Our key service offerings cover business and technology strategy & transformation, customer and distribution effectiveness, operations, shared services / outsourcing support, performance management, program advisory, enterprise intelligence, risk management and regulatory change.
Your key responsibilities
The Wealth and Asset Management (WAM) team works collaboratively with our clients to address critical issues brought on by current global changes i.e. regulatory changes, globalization, advances in technology, competition and changing demands of their customers.
The team manages engagements with the support of WAM and Consulting resources across all aspects of design, analysis and delivery of WAM solutions. You will support the implementation and delivery of quality deliverables, working and communicating effectively with the engagement team and client’s team to ensure exceptional performance.
Skills and attributes for success
- A strong understanding of the Wealth & Asset Management (WAM) industry, including typical Investment Management processes (e.g. front office, middle office, back office etc.) and organizational structures in WAM.
- A strong understanding of the technology platforms that service the WAM industry (e.g. order management systems, deal pipeline and contact management systems, trade processing and investment operation systems etc.).
- Good understanding of economic, market and asset management trends and issues paired with the ability to interpret their impacts on clients.
- Leverage technology to continually learn, improve service delivery and maintain our leading edge best practices.
- Strong communications skills and evident working with people and teams from different ethnic backgrounds.
- Possess strong interpersonal and teaming skills.
- Self-starter and comfortable operating with ambiguity.
- Strong presentation skills and proficiency in the use of PowerPoint, Word and Excel.
To qualify for the role you must have
- Academic background in Engineering, IT, Business, Economics, Finance or Accounting.
- Minimum 6 years’ experience in the WAM industry, having worked with firms such as asset managers, private banks or wealth managers, sovereign wealth funds, pension funds, private equity firms or hedge funds.
- Consulting skills, functional and technical knowledge of Aladdin Blackrock / eFront, SimCorp Dimension, Temenos WealthSuite and Avaloq platforms are an added bonus.
- Proven capabilities in delivering business transformation projects and programs, Finance Transformation projects and / or Financial Operating Model would be an advantage.
- Track record dealing with senior stakeholders and adapting to demanding environments.
Ideally, you’ll also have
- Good understanding of key issues being faced by WAM firms and ability to translate that into opportunities for our clients.
- Strong stakeholder management skills in understanding strategic direction and being able to convert into cohesive change management strategy and plans.
- Proven team / project leadership experience managing delivery teams.
- Ability to establish personal credibility quickly and deliver high quality deliverables.
- Ability to develop client opportunities and identify market growth opportunities.
- Ability to support the business development cycle.
- Knowledge of statutory and regulatory aspects of WAM industry.
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 working at EY offers
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. We also offer you:
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.
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.
#J-18808-LjbffrSenior Vice President, Financial Crime Advisory, Global Private Banking - Risk and Compliance
Posted today
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Some careers grow faster than others.
If you’re looking for a career that offers numerous development opportunities, join HSBC and unlock your potential. Whether aiming for top leadership or exploring a new direction, HSBC provides opportunities, support, and rewards to help you advance.
Regulatory Compliance ensures adherence to applicable regulations and standards by establishing policies that cover HSBC’s regulatory requirements and mitigate conduct and reputational risks. The team proactively stays ahead of regulatory changes, ensuring the business understands implications and is prepared. It monitors how Global Businesses and Functions manage compliance responsibilities and helps resolve deficiencies.
We are seeking a high-caliber professional to join our team as a Senior Vice President, Financial Crime Global Private Banking.
Principal Responsibilities
In this role, you will:
- Provide oversight and management of all financial crime risks, including analyzing regulatory changes and coordinating compliance work streams, ensuring alignment with Enterprise Global Standards.
- Ensure the business remains compliant with local AML/CFT regulations through collaboration with stakeholders and managing financial crime risks, raising challenges when necessary to maintain control effectiveness.
- Build and maintain strong partnerships with the GPB Business team (including Trust and Fiduciary Services), CLM team, Chief Control Office, and other relevant teams, to implement Group and Local FC policies and standards, providing advisory support and subject-matter expertise in financial crime compliance and client due diligence.
- Maintain expertise on key regulatory requirements, including MAS626 Notices and Guidelines, Industry Best Practice Papers, and Information Papers, to interpret and advise on practical implementation. Conduct gap analyses on regulatory documents in collaboration with the Business.
- This senior role involves working with senior stakeholders across the bank, including representation at governance forums, supporting GPB Singapore and Trust and Fiduciary Services Business.