328 Financial Advisory jobs in Singapore

We are seeking an experienced professional to join our team in a key advisory position, providing technical expertise and support to clients in the accounting and financial sector.

• This role will involve conducting research and analysis, developing reports and recommendations, and collaborating with cross-functional teams to deliver high-quality solutions to clients.

To be successful in this role, you will need to have a strong background in accounting and finance, as well as excellent communication and project management skills. You will also need to be able to work effectively in a fast-paced environment and meet deadlines while maintaining high standards of quality.

The ideal candidate will have a bachelor's degree in accountancy or a related field, with a minimum of 5 years of experience in audit and advisory services. They will also need to have a strong passion for technical specialization and training, as well as excellent verbal and written communication skills.

We offer a competitive salary and benefits package, as well as opportunities for career growth and development. If you are a motivated and experienced professional looking for a new challenge, please submit your application for consideration.

• Bachelor's degree in Accountancy or a related field
• Minimum 5 years of experience in audit and advisory services
• Strong passion for technical specialization and training
• Excellent verbal and written communication skills

• 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.

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.

Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you!

1. Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
2. Guide individuals in making informed financial decisions for long-term financial well-being.
3. Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
4. Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
5. Analyze financial data, track progress, and optimize financial plans for better results.
6. Represent the organization at conferences, meetings, and industry events to promote financial education.

• Bachelor's degree in finance, economics, or a related field (MBA-Finance preferred).
• A CFP certification would be a definite advantage; alternatively, candidates should have a NISM XA XB qualification or be working towards the same.
• Minimum of 7 years of experience in financial advisory or related fields, with at least 3 years in a leadership position.
• Strong knowledge of financial planning, investment strategies, and wealth management.
• Excellent stakeholder management skills, along with superior communication and interpersonal skills to educate and engage clients.
• An analytical mindset with the ability to assess financial data and provide strategic recommendations.
• Self-driven, goal-oriented, and passionate about helping others achieve financial success.

• Health Insurance: Coverage including options for dependents.
• Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave.
• Professional Development: Opportunities for training, workshops, and conferences to support employees' career growth.
• Company Events and Celebrations: Company outings and team-building activities for bonding between team members.
• Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure.
• Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired.

1. Apply with a copy of your resume.
2. Complete an assessment test.
3. Participate in an HR round to get to know you better.
4. Attend a round with the respective location head.
5. Final managerial round.

Full-time, Permanent

• Health insurance
• Paid time off

Day shift

• Current CTC:
• Exp CTC:
• Notice Period:
• Do you have a Bachelor's degree in finance, economics, or a related field?
• Do you hold a CFP certification or are you working towards it?
• Do you have at least 7 years of experience in financial advisory or related fields?
• Have you held a leadership position for at least 3 years in your previous roles?
• Work Location: In person

The Restructuring and Insolvency Associate/Senior conducts initial 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 financial analyses, financial statements review and assess business performance
• Gather relevant data and information to develop financial restructuring plans
• Prepare documents for sale of distressed assets
• Research and gather information on legal entity structure of clients
• Assist in drafting correspondence to clients with creditors during restructuring or insolvency
• Support team with judicial management, receiverships and liquidations
• Gather relevant data and information to develop a proposal and/or scheme of arrangement
• Maintain internal and external relationships to drive desired outcomes

Requirements

• Background in Accounting, Business, Economics, Finance or other relevant field
• Experience in corporate insolvency / restructuring will be advantageous 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
• Able to work in a fast-paced environment and manage multiple deadlines
• Proficient in the use of Microsoft Office Suite, specifically, Excel, PowerPoint and Word
• Excellent verbal and written communication skills
• Strong team player

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