797 Financial Advisory jobs in Singapore

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

We are looking for highly motivated and dynamic professionals to join our Financial Advisory – Transaction Services practice in Singapore. As a member of our Financial Due Diligence practice, you will have the opportunity to assist clients in a key phase of their potential mergers, acquisitions or divestitures projects. We help some of the world's leading companies including MNC, Private Equity, Public listed and privately held companies evaluate their deals and assess the value of businesses. The team also helps clients identify upside opportunities and risks in their transaction processes to satisfy the due diligence requirements. You will work closely with our Valuation practice as well as Tax Due Diligence practice to deliver holistic insights to our client.

Responsibilities

• Be actively involved in due diligence for M&A transactions around Asia Pacific.
• Primary responsibility in the gathering of data and delivery of high-quality analysis, as well as assisting in drafting reports in a timely manner.
• Act as a key team member for due diligence engagements across small to large/complex (cross-border), working closely with senior members in Singapore and members of in-country TS teams across the Asia Pacific region, and in some instances globally

Requirements

• Strong academic background and either in the progress of studying towards or willingness to obtain a financial qualification such as CA, CPA, ACCA or equivalent.
• Minimum 2 years of relevant experience in international accounting firms, preferably with exposure to financial due diligence or valuation, but we will consider candidates with similar skills (i.e. Audit & Assurance, M&A, business analytics) and the aptitude to learn. Candidates with no experience but with strong academic achievement or internship experience will be considered for the entry role.
• Strong analytical skills complemented by strong business acumen.
• Up to date local business and economic knowledge.
• Strong accounting knowledge.
• Excellent written and oral communication.
• Strong knowledge and experience in Microsoft Office applications (including Excel, PowerPoint and Word).
• Highly adaptable, able to work independently and effectively under pressure in a fast-paced environment.
• Keen to work in an international environment with teams across geographies to meet client requirements.
• Contribute to the development of your own and team's technical knowledge.
• Proficient in spoken and written English; any added language proficiency is a plus to liaise with international clients or targets.

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)

A Financial Services Advisor

Your Role:

Data-Driven Claims Management Specialist

You will utilize professional claims management to support clients through critical moments. Beyond claims, you will help clients identify gaps in protection and financial planning, providing tailored solutions to safeguard their future.

Every interaction presents an opportunity to build trust, offer value, and grow lasting client relationships.

• Accurately assist clients through the claims process with care and professionalism
• Identify financial protection gaps and recommend coverage solutions
• Build strong, trust-based relationships with clients
• Contribute to business development activities, client education, and service campaigns
• Continuously upgrade knowledge in insurance products, claims handling, and financial planning

The Benefits of Joining Our Team:

• A clear career path in financial services industry
• Comprehensive training in claims management, financial advisory, and client engagement
• Competitive income opportunities with performance-based incentives
• Ongoing mentorship and career development with industry leaders
• A dynamic environment that values heart, initiative, and excellence

We don't just build careers – we build futures. If you're ready to be a trusted voice in someone's financial journey, we're ready to invest in yours.

We are seeking a skilled professional to join our team as a Financial Advisor. As a financial advisor, you will be responsible for providing expert advice to clients on investment strategies and wealth management.

You will work closely with our clients to understand their financial goals and develop tailored solutions to help them achieve their objectives.

Key Responsibilities:

• Develop and implement comprehensive financial plans for clients.
• Conduct regular reviews of client portfolios to ensure they remain aligned with their financial goals.
• Identify opportunities for clients to grow their wealth through strategic investments and other means.

• Strong understanding of personal finance and investment principles.
• Excellent communication and interpersonal skills.
• Ability to build strong relationships with clients and provide exceptional customer service.

• Competitive salary and commission structure.
• Ongoing training and professional development opportunities.
• A dynamic and supportive work environment.

Wealth Management Investment Planning Financial Planning Portfolio Management Wealth Accumulation Financial Services

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.
#J-18808-Ljbffr

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.