372 Financial Advisory jobs in Singapore

• 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.

Job Overview

As a senior professional in our team, you will play a key role in reviewing financial statements and executing advisory engagements for clients across various industries. Your expertise in finance, accountancy, and related fields will be highly valued as you work closely with managers and team members to deliver exceptional results.

• Key Responsibilities:
• Review and analyze financial statements to ensure accuracy and compliance.
• Provide expert advice on financial matters to clients, including strategy development and implementation.
• Collaborate with cross-functional teams to achieve business objectives.
• Conduct audits and provide recommendations for process improvements.

Requirements

To succeed in this role, you will need:

• A bachelor's degree in finance, accountancy, or a related field.
• At least one year of relevant working experience, although fresh graduates are also welcome to apply.
• Strong knowledge of general economic trends, technical developments, and industry insights.
• Excellent analytical and problem-solving skills, with the ability to communicate complex ideas effectively.

Desirable Skills

The following skills would be highly advantageous:

• Proficiency in Microsoft Office, particularly Excel.
• Experience with accounting software and systems.
• Knowledge of tax laws and regulations.
• Ability to work independently and as part of a team.

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.

About the Role

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.

Key Responsibilities

• 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

Requirements

• 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

Benefits

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.
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.

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.

Roles & Responsibilities:

• Manage client relationships, provide financial advisory services and acquire new business opportunities.
• Develop strong client pipelines, offer tailored wealth management solutions and build trust with clients.
• Understand clients' financial needs and offer suitable investment and insurance products.

Key Skills & Qualifications:

• Strong communication and relationship-building skills.
• Passion for sales, client servicing and financial advisory.

Benefits:

• Cultivate long-term relationships with clients through regular follow-ups.
• Gain access to comprehensive training and attractive incentives.
• Step into a rewarding career where you help clients achieve their financial goals.

Others:

• Acquire and service retail banking clients.
• Prospect for new business opportunities.
• Provide financial advisory services.
• Cultivate long-term relationships.
• Understand clients' financial needs.