328 Financial Advisory Firms jobs in Singapore

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Location:

Other locations: Primary Location Only

Date: 12 Jul 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 work together across our full spectrum of services and skills powered by technology and AI, so that business, people and the planet can thrive together.

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. In particular, a good understanding of 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.

Select how often (in days) to receive an alert:

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.

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

1. 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.
2. 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.).
3. Good understanding of economic, market and asset management trends and issues paired with the ability to interpret their impacts on clients.
4. Leverage technology to continually learn, improve service delivery and maintain our leading edge best practices.
5. Strong communications skills and evident working with people and teams from different ethnic backgrounds.
6. Possess strong interpersonal and teaming skills.
7. Self-starter and comfortable operating with ambiguity.
8. Strong presentation skills and proficiency in the use of PowerPoint, Word and Excel.

To qualify for the role you must have

1. Academic background in Engineering, IT, Business, Economics, Finance or Accounting.
2. 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.
3. Consulting skills, functional and technical knowledge of Aladdin Blackrock / eFront, SimCorp Dimension, Temenos WealthSuite and Avaloq platforms are an added bonus.
4. Proven capabilities in delivering business transformation projects and programs, Finance Transformation projects and / or Financial Operating Model would be an advantage.
5. Track record dealing with senior stakeholders and adapting to demanding environments.

Ideally, you’ll also have

1. Good understanding of key issues being faced by WAM firms and ability to translate that into opportunities for our clients.
2. Strong stakeholder management skills in understanding strategic direction and being able to convert into cohesive change management strategy and plans.
3. Proven team / project leadership experience managing delivery teams.
4. Ability to establish personal credibility quickly and deliver high quality deliverables.
5. Ability to develop client opportunities and identify market growth opportunities.
6. Ability to support the business development cycle.
7. 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.

Join to apply for the Asset & Wealth Management, Private Wealth Management, Wealth Management Professional - Trade Execution, Associate, Singapore role at Goldman Sachs

Join to apply for the Asset & Wealth Management, Private Wealth Management, Wealth Management Professional - Trade Execution, Associate, Singapore role at Goldman Sachs

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional - Trade Execution, Associate, Singapore

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Job Description

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional - Trade Execution, Associate, Singapore

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

PWM is seeking to hire a Singapore based individual to join the sales team as a Wealth Management Professional focusing on trade execution. This will involve working with the broader PWM Team in servicing our private wealth clients in the region as well as helping to grow the overall business in PWM Asia.

How You Will Fulfill Your Potential

• Coverage of Asia markets
• Execution of stock & listed option orders for clients
• Develop an understanding of market dynamics in stock & listed option execution (types of orders, etc.)
• Assist in supporting other product execution, including FX, Commodities & fixed income products
• Active engagement with clients: provide and pitch stock & derivative trading ideas to clients
• Facilitate pricing and execution of OTC derivative trades
• Work with in-house structurers/traders and external product providers on equity derivatives idea-generation, pricing and execution
• Play a key role in growing sales trading revenues for active clients
  
  

• Experience in trading stocks & listed options (experience in different asset classes is a plus)
• 2-4 years relevant experience
• Ability to work and focus in a high paced environment in intense market volatility
• Good communication skills (fluent in English, Mandarin)
• Quick-minded and detail-oriented
• Customer-orientated
• A good team player, able to manage cross-functional teams
• Bachelor degree or above
• Suitable backgrounds include professionals who have experience in executing stock & listed option orders in a brokerage or financial institution
  
  

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What you'll be doing:

• Develop and execute strategic sales plans to acquire new clients and deepen existing relationships
• Foster strong, collaborative relationships with key clients to understand their needs and deliver tailored solutions
• Analyse sales data and market trends to identify opportunities and optimise sales processes
• Contribute to the development of sales policies, procedures and training programmes to drive continuous improvement

What we're looking for:

• Minimum Diploma Holder (Polytechnic in Singapore) / Master’s Degree / Bachelor
• Excellent Communication, presentation and good interpersonal skills.
• Self-motivated, committed and determination to succeed.
• No work experience required.
• ONLY Singaporeans and Singapore Permanant Residents need to apply.

What we offer:

We are committed to providing a supportive and rewarding work environment for our employees.
Some of the key benefits include:

• One-on-one comprehensive training, along with professional guidance and mentorship, will be provided to help you build your knowledge and strengthen your soft skills.
• Monthly allowance + attractive commission.
• Flexible working hours & overseas incentive trips.

As a Wealth Management Associate, you will work alongside senior Relationship Managers in a client-facing support capacity, gaining hands-on experience in investment execution, portfolio administration, and day-to-day relationship management.

Client Servicing and Administration

• Support RMs and Team Heads with client onboarding, documentation, data entry, and post-meeting follow-ups.
• Prepare meeting materials, portfolio reports, investment proposals, and review packs.
• Respond to client inquiries with professionalism and attention to detail.
• Maintain CRM data integrity and support administrative workflows.
• Coordinate calendars, travel schedules, and meeting logistics.
• Provide coverage during RM absences to ensure uninterrupted client support.

Business Management

• Liaise with compliance, legal, and operations for account onboarding and KYC processes.
• Track pipeline activity, prepare reports, and support internal communications.
• Assist in client events, pitchbooks, and business development efforts.
• Maintain high standards in administrative efficiency and documentation accuracy.

Investment Support and Development

• Learn core advisory principles and portfolio construction techniques.
• Assist in preparing market updates, asset allocation ideas, and product recommendations.
• Participate in internal investment forums and contribute to discussions.

Risk and Compliance

• Ensure adherence to MAS regulations and KGI internal risk and compliance standards.
• Escalate concerns or deficiencies in a timely and appropriate manner.
• Monitor account documentation, payment instructions, and client activity logs.
• Maintain ethical, compliant behaviour in all interactions.

Requirements

• Bachelor’s degree preferred; relevant certifications (e.g. CMFAS Modules).
• 2–4 years of experience in private banking, wealth management, or client-facing financial services.
• Strong organisational, communication, and interpersonal skills.
• High attention to detail and comfort with fast-paced, multi-tasking environments.
• Fluent in English; additional regional language(s) an advantage.

Wealth Management Associate

Get a head start to achieving financial independence by being your own boss!

Why get trapped in a dead-end job for years? With slow income or career growth, no work-life-balance, or face retrenchment, before realising it is not right for you? Think of the opportunity cost and time you lost.

Join the dynamic team at CO Wealth Advisory and we will show you proven methods how to:

• Build a recurring income 2 to 3 times more than what you could make in most corporate jobs within the next 3 to 5 years.
• Apply an entrepreneurial mindset to develop business opportunities, sharpen your engagement skills, and gain financial intelligence.
• Be in control of your time and activities: Choose what kind of financial expert to become, which clients you want to network with, and how to build a strong personal brand.

We are CO Wealth Advisory , a top performing agency of 20 years with AIA FA Singapore , deploying a Premier Wealth Services business model that has won us awards for top High-Net-Worth, Corporate Solutions and Million-Dollar-Round-Table agency for consecutive years.

No Hard Selling. Unrestricted and Recurring Income. Monthly Allowance. Flexible Hours. Free Trips Abroad. Leads Provided During Training. Smart and Frequent Marketing Activities. Dedicated Mentors. Joint Fieldwork. Client Focused. Caring and Collaborative Culture.

Ready to CLIMB to the top? Send your resume to

Responsibilities

Providing financial advice and services to individual and corporate clients for wealth protection, growth, and transfer in areas such as life insurance, investments, employee benefits, general insurance, risk management, mortgage and tax optimization, retirement planning, estate planning, wills and trusts, and legacy planning.

Requirements

• A Levels, Full Diploma (3 years) or Degree holder.
• Early career, Fresh grads or Undergraduate students.
• No prior sales or financial experience needed, full training is provided.
• Motivated, results-driven, hardworking, able to work independently, meticulous, and coachable.
• Strong communication and interpersonal skills, ability to build client relationships with a positive and engaging personality.

Benefits

• Joining bonus and monthly cash allowance available for qualified candidates.
• Proven system that allows you to achieve a five-figure monthly income in your first year and fast track to Manager to lead a team in your second.
• Build unrestricted, recurring, and multiple streams of income through attractive commissions and renewal bonuses.
• Flexible working hours, choose which clients to serve, and what kind of specialist to be.
• Qualify for multiple free trips to popular world-wide destinations every year.
• Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT).
• Continuous professional growth through a comprehensive training and development programs.
• Dedicated marketing support to generate warm sales leads and grow your business.
• Transform into a leader and entrepreneur by building your own financial services company.
• Engage in meaningful work and a rewarding lifestyle that truly benefits and adds value to the lives of people and communities.

About CO Wealth Advisory

CO Wealth Advisory Group is an authorised representative of AIA Financial Advisers Private Limited (AIA FA Singapore) (UEN: 201715016G).

We are next generation Financial Advisers that deploy a Premier Wealth Service model that goes beyond traditional insurance to offer our regional High-Net-Worth, Mass Affluent and Corporate clients a holistic suite of financial solutions for all their personal and commercial needs.

We are an award-winning and top performing agency of 20 years with AIA FA Singapore that embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.

About AIA Group

AIA FA Singapore is part of the AIA Group, the largest independent insurance group in the Asia Pacific with a presence across 18 markets and listed on the Hong Kong stock exchange. A reputable and instantly recognisable brand backed by a 100-year history, and well known for providing unrivalled training and support in the industry.

We are purpose-driven to help people live Healthier, Longer, Better, Lives by making a significant, positive impact for the communities we serve across Asia.

A promising wealth management career opportunity offering professional development and networking access.

• Handling client investment portfolios to optimize financial performance.
• Expanding the client base through strategic partnerships and business growth initiatives.
• Providing regular market updates and relevant information to ensure clients are informed decision-makers.
• Participating in industry events and attending seminars to enhance knowledge and skills.

• Degree holders from reputable institutions with strong academic credentials.
• Positive attitude with exceptional interpersonal and communication skills.
• Strong teamwork abilities and a collaborative work ethic.

• Access to professional development and networking opportunities for long-term career advancement.

Job Title: Wealth Management Specialist

As a key member of our team, you will work closely with clients to understand their financial needs and develop tailored solutions to meet their goals. You will be responsible for managing client portfolios, creating personalized investment strategies, and analyzing data to identify opportunities for growth.

Key Responsibilities:

• Understand the financial requirements of individual and corporate clients.
• Analyze client data to create comprehensive financial plans.
• Develop and implement effective investment strategies to achieve client goals.
• Regularly review and update client portfolios to ensure alignment with their financial objectives.
• Identify opportunities to acquire new customers and grow existing relationships.

Requirements:

• Polytechnic diploma or equivalent qualification.

What We Offer:

• A dynamic and supportive work environment.
• Ongoing training and professional development opportunities.

• Support RMs and Team Heads with client onboarding, documentation, data entry, and post-meeting follow-ups.
• Prepare meeting materials, portfolio reports, investment proposals, and review packs.
• Respond to client inquiries with professionalism and attention to detail.
• Maintain CRM data integrity and support administrative workflows.
• Coordinate calendars, travel schedules, and meeting logistics.
• Provide coverage during RM absences to ensure uninterrupted client support.

• Liaise with compliance, legal, and operations for account onboarding and KYC processes.
• Track pipeline activity, prepare reports, and support internal communications.
• Assist in client events, pitchbooks, and business development efforts.
• Maintain high standards in administrative efficiency and documentation accuracy.

• Learn core advisory principles and portfolio construction techniques.
• Assist in preparing market updates, asset allocation ideas, and product recommendations.
• Participate in internal investment forums and contribute to discussions.

• Ensure adherence to MAS regulations and KGI internal risk and compliance standards.
• Escalate concerns or deficiencies in a timely and appropriate manner.
• Monitor account documentation, payment instructions, and client activity logs.
• Maintain ethical, compliant behaviour in all interactions.

• Bachelor's degree preferred; relevant certifications (e.g. CMFAS Modules).
• 2-4 years of experience in private banking, wealth management, or client-facing financial services.
• Strong organisational, communication, and interpersonal skills.
• High attention to detail and comfort with fast-paced, multi-tasking environments.
• Fluent in English; additional regional language(s) an advantage.