134 Financial Consultants jobs in Singapore

Are you passionate about investments and wealth building or simply curious to learn and grow in this space? Whether you're a fresh graduate, undergraduate, or considering a career switch, we welcome you to explore an exciting opportunity with us.

What We Offer:

Comprehensive coaching and training on investments, wealth accumulation, assets management.

Mentorship from experienced industry professionals.

A dynamic and supportive team environment.

Clear career progression pathways with performance-based rewards.

Basic monthly salary + wrap fee + commission

Who We're Looking For:

Fresh graduates, undergraduates, or mid-career switchers who are eager to explore the financial industry.

Individuals with a strong interest in investments (coaching will be provided).

Self-motivated, driven, and willing to learn.

Good communication and interpersonal skills.

Your Role:

Learn and master investment strategies, management of client's assets and portfolio.

Work with a dynamic team to grow personally and professionally.

Location: 1 Pickering Street

Training & guidance provided

If you're keen to embark on a fulfilling career in financial services, apply now and let's grow together

We are seeking a PMO Consultant with strong experience in Private Banking and Technology/SDLC environments to support project governance, reporting, and execution excellence within a large-scale banking transformation program. The ideal candidate will bring a mix of consulting discipline , project delivery know-how , and a solid understanding of private banking systems and processes .

• Support program and project governance, including financial tracking, RAID (Risks, Assumptions, Issues, Dependencies) management, and project documentation.

• Manage and monitor project milestones, deliverables, and reporting cadence for senior stakeholders.

• Coordinate across business, technology, and operations teams to ensure alignment of deliverables and timelines.

• Maintain and enhance PMO tools, dashboards, and templates to support effective project tracking.

• Support project audits, compliance reviews, and adherence to SDLC and PMO standards.

• Prepare executive-level presentations, reports, and metrics for management review.

• Assist in resource planning, capacity tracking, and vendor coordination.

• Contribute to continuous improvement of PMO processes and frameworks.

• 3–10 years of total experience, with strong exposure to PMO / Project Management / Delivery Management roles.

• Prior experience as a Consultant or ex-Consultant in a banking or technology environment preferred.

• Hands-on experience with Private Banking systems , processes , or regulatory programs .

• Good understanding of SDLC (Software Development Lifecycle) and IT project delivery methodologies (Agile/Waterfall/Hybrid).

• Strong analytical, documentation, and stakeholder management skills.

• Excellent proficiency in MS Office (Excel, PowerPoint, Project, SharePoint).

• Self-motivated, detail-oriented, and comfortable working in a structured environment.

• Willingness to work onsite at Changi and align with 10:30 AM – 7:30 PM working hours.

• PMP, PRINCE2, or Agile certification (nice to have).

• Previous experience in a global or regional Private Banking transformation project .

• Exposure to tools such as JIRA, Confluence, Clarity PPM, or Power BI .

Job Description:

• Responsible for developing and maintaining relationships with different kinds of clients in Singapore and HK
• Work closely with HK team to develop and implement business strategies and tactics in Singapore, including new projects and products
• Keep up-to-date knowledge on market trend, keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client's investment needs
• Coordinate and communicate with different internal channels to support clients development
• Comply with various regulatory requirements, company regulations and management measures
• Other work and hoc tasks when necessary assigned by the supervisors and managers

Qualification:

• Bachelor Degree or above
• 8-10 years of solid experience in wealth management industry
• Strong connection in acquiring high network customers
• Strong communication skills and proficient in spoken and written Mandarin Chinese and English. Proficiency in Cantonese is a plus
• Team-oriented, collaborative and comfortable working in influencing role

Job Description:

• Provide administrative and client service support to Relationship Managers servicing Private Banking clients
• Understand client requirements and assist relationship managers in daily maintenance of account relationships
• Assist with account openings or any other client's instructions and interface with client to ensure completion of documentation requirements
• Handle and follow up clients' enquiries, service requests and complaints in a timely and professional manner
• Coordinate and communicate with different internal channels to support client's requests
• Comply with various regulatory requirements, company regulations and management measures
• Conduct Product Suitability assessment and execute trade instructions for clients
• Maintain client data and reports and handle administrative duties
• Other work and hoc tasks when necessary assigned by the supervisors and managers

Qualification:

• Bachelor Degree or above
• 3 years & above of relevant experience in the private wealth management industry
• Strong communication skills and proficient in spoken and written Mandarin Chinese and English. Proficiency in Cantonese is a plus
• Entrepreneurial spirit with high level of self-motivation
• A team player, collaborative with excellent communication and interpersonal skills.

• Finance

The finance industry might seem daunting with the high stakes, big numbers, and spiffy suits. Ease that transition into the industry with a Wealth Management Internship with us. You will have the opportunity to interact with wealth management professionals from all around the world and gain first-hand experience in dealing with clients and their investments.

Internship

Singapore, Singapore

Email your CV/Resume with the subject "Application for GFC Position: Position Title" to

We are seeking a PMO Consultant with strong experience in Private Banking and Technology/SDLC environments to support project governance, reporting, and execution excellence within a large-scale banking transformation program. The ideal candidate will bring a mix of consulting discipline, project delivery know-how, and a solid understanding of private banking systems and processes.

● Support program and project governance, including financial tracking, RAID (Risks, Assumptions, Issues, Dependencies) management, and project documentation.

● Manage and monitor project milestones, deliverables, and reporting cadence for senior stakeholders.

● Coordinate across business, technology, and operations teams to ensure alignment of deliverables and timelines.

● Maintain and enhance PMO tools, dashboards, and templates to support effective project tracking.

● Support project audits, compliance reviews, and adherence to SDLC and PMO standards.

● Prepare executive-level presentations, reports, and metrics for management review.

● Assist in resource planning, capacity tracking, and vendor coordination.

● Contribute to continuous improvement of PMO processes and frameworks.

● 3–10 years of total experience, with strong exposure to PMO / Project Management / Delivery Management roles.

● Prior experience as a Consultant or ex-Consultant in a banking or technology environment preferred.

● Hands-on experience with Private Banking systems, processes, or regulatory programs.

● Good understanding of SDLC (Software Development Lifecycle) and IT project delivery methodologies (Agile/Waterfall/Hybrid).

● Strong analytical, documentation, and stakeholder management skills.

● Excellent proficiency in MS Office (Excel, PowerPoint, Project, SharePoint).

● Self-motivated, detail-oriented, and comfortable working in a structured environment.

● Willingness to work onsite at Changi and align with 10:30 AM – 7:30 PM working hours.

● PMP, PRINCE2, or Agile certification (nice to have).

● Previous experience in a global or regional Private Banking transformation project.

● Exposure to tools such as JIRA, Confluence, Clarity PPM, or Power BI.

Job Summary

Assist wealth managers in providing comprehensive wealth management services to high-net-worth individuals, families, and institutions.

Key Responsibilities

1. Client Support: Assist wealth managers in managing client relationships, preparing client reports, and responding to client inquiries.

2. Financial Planning: Help wealth managers develop and implement comprehensive financial plans, including investment, tax, estate, and retirement planning.

3. Investment Research: Conduct research on investment products, markets, and trends to support investment decisions.

4. Portfolio Administration: Assist in managing client portfolios and performance reporting.

5. Compliance: Ensure compliance with regulatory requirements and company policies.

Looking for a career that's let you take charge of your work life and the flexibility to push for higher income, or attractive remuneration with rewarding incentive trips?

Sounds like a dream career? Then you'll fit right in with us.

We believe in making a difference in this career path. It's not just another job. We are looking for creative minds focusing on innovation, strong learner and the ability in client management.

Our top associates are among the industry top earners, their income range from $150,000 to a $500,000 dollars per annul.

We work with over 46 insurers partnership to provide comprehensive planning for clienteles. Coaching and training in terms of Marketing, Clients Engagement and innovative leads generation provided. Fast track career progression for management role. Sounds rewarding? Join us today

Opening Positions

• Wealth Manager ((Junior and Mid-Level)

• Team Leader (Mid-Level with experience)

• General Insurance Broker Trainee (Part-time available)

Job Responsibilities

• Providing Financial Portfolio Advisory with over 40 insurers partnership.

• HNW and Private Client Wealth Asset Management.

• Business Strategies, Will-Writing, Trust and Estate Planning

• Group and Company Employee Benefits

• Manage Investment AUM with strong Investment Knowledge.

• Risk Management and Wealth Preservation.

• B2C and B2B collaboration.

• Creative mind in Marketing and Social Media knowledge is a plus.

Job Requirements

• Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma, bachelor's degree, Post Graduate Diploma or Professional Degree in any field.

• Applicants should be Singaporean citizens or PR.

• Experienced sales/advisory experience with the banks and the insurance companies will have added advantage.

Benefits

• Attractive high package for bankers and experienced candidates.

• Monthly Allowance for Wealth Managers.

• Start-Up Income schemes available for qualified candidates.

• Performance-based incentives such as allowance, commission and overseas trips.

• Yearly Performance Bonus.

• Industry and company recognition, e.g. Million Dollar Round Table Award

• Continuous professional development through a comprehensive training and development program

• Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional Wealth Associates.

We regret that only shortlisted candidates will be notified.

• Preparation and submission of regulatory reports covering different jurisdictions and products
• Resolving issues related to regulatory reporting
• Communicate operational changes arising from remediation or process or control enhancements to Operations & Technology
• Develop Business Requirements for system-related enhancements and End to end management of implementation of new or amended regulations
• Reconciliation of positions and ensuring of completeness, accuracy, and timeliness of reporting
• Streamlining process inconsistencies, mitigate risks, and process documentation. Sharing knowledge among team to manage regulatory reporting operations functions.
• Anticipate details of future regulations by communicating directly with key stakeholders and staying informed of relevant trends and industry new
• Driving projects and process improvements
• Supporting all control functions including MCA, audits, procedures updates and implementation
• Calculating and monitoring of key KPIs and metrics
• Timely escalation of issues and monitoring till resolution
• Close cooperation with Business and Tech partners on gap identification and process improvements

• Minimum 2 years of experience in Operations, preferably in regulatory reporting space
• Proven experience working with business stakeholders
• Good understanding of regulations and operational processes
• Good understanding of Investments and Capital Market products as well as trade execution and settlement processes
• Analytical thinking skills
• Effective workload management
• Effective, adjusted to recipient communication skills
• Critical thinking and drawing logic conclusions
• Adequate level of proficiency with MS Project, Excel, Visio, PowerPoint and SharePoint with experience presenting to stakeholders and senior leadership
• Experience working both independently and, in a team-oriented, collaborative environment

• Bachelor's/University degree or equivalent experience, preferably in finance and banking