429 Investment Advisory jobs in Singapore

Responsibilities:

1. Customer Engagement:

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge:

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. Sales Targets:

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. Documentation and Processing:

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. Compliance:

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. Problem Resolution:

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. Team Collaboration:

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. Market Research:

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. Training and Development:

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

Qualifications:

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

• Analyze data and information to provide insights and recommendations.
• Analyze financial statements and company reports to evaluate investment risks.
• Analyze fund holdings for potential investment / co-investment and emerging industry trends.
• Analyze issues and determines next steps.
• Analyze, open and update client files.
• Analyze performance of portfolio companies and elevate findings to the leadership team.
• Analyze the most complex financial institutions and defend analysis to Senior Executives.

• Assist clients in the use of our digital banking services.
• Assist in collecting, reviewing and inputting client data for anti-money laundering process.
• Assist in developing investment strategies based on market trends and economic indicators.
• Assist in due diligence processes for potential investment deals.
• Assist in following up on client referrals and contacts.
• Assist in managing and monitoring existing investments and partner relationships.
• Assist in managing relationship and account reviews.
• Assist in monitoring and managing investment liquidity.
• Assist in negotiating and structuring investment deals.
• Assist in preparing client presentations, proposals and other marketing materials.
• Assist in preparing documentation for investment transactions.
• Assist in preparing financial projections and investment performance reports.
• Assist in the due diligence process and incorporate the findings into a financial model.
• Assist in the monitoring and supporting of portfolio companies post-investment.
• Assist in the preparation of marketing materials for investment products.
• Assist the assigned IC in resolving client issues and inquiries.
• Assist the assigned Investment Counselor in resolving client issues and inquiries.
• Assist the investment team in analyzing early stage technology companies.
• Assist with any troubleshooting activities regarding the same.
• Assist with correspondence to clients - quarterly meeting memos, topical briefs, etc.
• Assist with the development, implementation and execution of investment business plans

Join to apply for the
Investment Advisory Specialist SG
role at
CIMB Singapore .
Job Description
Product Selection & Solutions Innovation
Work with investment product managers to identify suitable products for onboarding and develop a shortlist, leveraging the bank’s open architecture investment platform while considering CIO views.
Ensure investment product offerings meet the needs of various CIMB Bank customer segments.
Collaborate with product providers on training and equip CIMB sales staff with necessary skills and market updates.
Responsibilities
Product Selection & Solutions Innovation
Identify suitable products for onboarding and develop a shortlist using the bank’s platform and CIO insights.
Align investment offerings with customer segment needs.
Coordinate training and market updates for sales staff.
Distribution Channel Management and Marketing
Promote investment products to sales teams and leads.
Plan and execute product updates and training programs.
Support marketing activities and client seminars.
Assist sales staff in client appointments with long-term portfolio advice.
Provide competitive analysis support.
Manage client communications with the CIO team and product providers.
Building Strategic Capabilities
Support initiatives to identify market gaps and opportunities.
Develop value propositions and solutions for the bank.
Regulatory Compliance
Follow risk management policies and guidelines.
Operate within regulatory requirements.
Requirements
Qualifications
Bachelor’s Degree.
Professional Qualifications & Licensing
CMFAS 1B, 5, 6, 6A, 8, 8A.
CFA or CFP preferred.
Work Experience
3-10 years in banking, with at least 3 years in relationship management, investment advisory, or product management.
Skills
Business acumen, analytical, results-oriented.
Strong collaboration and networking skills.
Deep investment product knowledge, sales, and communication skills.
Knowledge of market environment, industry practices, and regulations.
Understanding of product gaps and market strategies.
Additional Details
Seniority Level: Mid-Senior level
Employment Type: Full-time
Job Function: Finance and Sales
Industry: Banking
#J-18808-Ljbffr

StashAway is currently looking for a senior investment professional to join the team in our Singapore office to help us scale up our services The Head of Investment Advisory is accountable for scaling StashAway's investment‑advisory client journey across all markets, delivering data‑driven portfolio guidance, serving as an ambassador of the firm's investment insights, and deepening client engagement and retention. This role is reporting directly to our Chief Investment Officer who is based in Hong Kong.

• Designs and implements holistic investment‑guidance journeys that elevate client experience.
• Publishes and communicates multi‑asset investment views across multiple channels, increasing StashAway's share of voice and brand credibility.
• Creates and delivers engaging advisory content and model portfolios to deepen client engagement and retention.
• Provides data‑driven asset‑class insights to inform portfolio construction and guidance.
• Partners cross‑functionally to embed advice into the platform, ensuring scalability and regulatory compliance.

• Development of Scalable Investment Guidance Implementation

• Define holistic investment-guidance journeys and partner with Product, Marketing, and Engineering to launch new tools/features that elevate client experience.

Thought Leadership & Media Presence

• Publish and present multi-asset views (public & private markets) through short/long form articles, webinars, seminars, 1-to-1s, and tier-1 media, measurably boosting

StashAway's share-of-voice in Singapore.

• Client Engagement at Scale
• Design and deliver advisory content that deepens engagement and retention of users (e.g., model portfolios, thematic insights, interactive sessions) and deliver measurable impact through engagement metrics.

• Eligibility of MAS License
• Multiasset exposure
• First hand experience in dealing with clients

Employee financial and physical well-being

• Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.
• Personalised insurance and comprehensive health coverage: Full or partial subsidy of your personal hospitalisation and surgical insurance premium and access to panel outpatient GP, specialist, dental, wellness, and health screening partners.
• Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.

Flexible work arrangements and policies

• Work-from-home policy: You may choose to work from home or the office depending on what works best for you and your team.
• Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country.
• Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.
• Personal work equipment budget: It's important that you have a workstation that's optimal for you wherever you are.

Learning and development opportunities

• Annual L&D budget: You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.

Team bonding budget and initiatives

• Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.
• Annual off-sites (Sept): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges

• Analyze data and information to provide insights and recommendations.
• Analyze financial statements and company reports to evaluate investment risks.
• Analyze fund holdings for potential investment / co-investment and emerging industry trends.
• Analyze issues and determines next steps.
• Analyze, open and update client files.
• Analyze performance of portfolio companies and elevate findings to the leadership team.
• Analyze the most complex financial institutions and defend analysis to Senior Executives.

• Assist clients in the use of our digital banking services.
• Assist in collecting, reviewing and inputting client data for anti-money laundering process.
• Assist in developing investment strategies based on market trends and economic indicators.
• Assist in due diligence processes for potential investment deals.
• Assist in following up on client referrals and contacts.
• Assist in managing and monitoring existing investments and partner relationships.
• Assist in managing relationship and account reviews.
• Assist in monitoring and managing investment liquidity.
• Assist in negotiating and structuring investment deals.
• Assist in preparing client presentations, proposals and other marketing materials.
• Assist in preparing documentation for investment transactions.
• Assist in preparing financial projections and investment performance reports.
• Assist in the due diligence process and incorporate the findings into a financial model.
• Assist in the monitoring and supporting of portfolio companies post-investment.
• Assist in the preparation of marketing materials for investment products.
• Assist the assigned IC in resolving client issues and inquiries.
• Assist the assigned Investment Counselor in resolving client issues and inquiries.
• Assist the investment team in analyzing early stage technology companies.
• Assist with any troubleshooting activities regarding the same.
• Assist with correspondence to clients - quarterly meeting memos, topical briefs, etc.
• Assist with the development, implementation and execution of investment business plans

StashAway is currently looking for a senior investment professional to join the team in our Singapore office to help us scale up our services! The Head of Investment Advisory is accountable for scaling StashAway’s investment‑advisory client journey across all markets, delivering data‑driven portfolio guidance, serving as an ambassador of the firm’s investment insights, and deepening client engagement and retention. This role is reporting directly to our Chief Investment Officer who is based in Hong Kong.

• Designs and implements holistic investment‑guidance journeys that elevate client experience.
• Publishes and communicates multi‑asset investment views across multiple channels, increasing StashAway’s share of voice and brand credibility.
• Creates and delivers engaging advisory content and model portfolios to deepen client engagement and retention.
• Provides data‑driven asset‑class insights to inform portfolio construction and guidance.
• Partners cross‑functionally to embed advice into the platform, ensuring scalability and regulatory compliance.

• Development of Scalable Investment Guidance Implementation

• Define holistic investment-guidance journeys and partner with Product, Marketing, and Engineering to launch new tools/features that elevate client experience.

Thought Leadership & Media Presence

• Publish and present multi-asset views (public & private markets) through short/long form articles, webinars, seminars, 1-to-1s, and tier-1 media, measurably boosting

StashAway’s share-of-voice in Singapore.

• Client Engagement at Scale
• Design and deliver advisory content that deepens engagement and retention of users (e.g., model portfolios, thematic insights, interactive sessions) and deliver measurable impact through engagement metrics.

• Eligibility of MAS License
• Multiasset exposure
• First hand experience in dealing with clients

Employee financial and physical well-being

• Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.
• Personalised insurance and comprehensive health coverage: Full or partial subsidy of your personal hospitalisation and surgical insurance premium and access to panel outpatient GP, specialist, dental, wellness, and health screening partners.
• Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.

Flexible work arrangements and policies

• Work-from-home policy: You may choose to work from home or the office depending on what works best for you and your team.
• Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country.
• Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.
• Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are.

Learning and development opportunities

• Annual L&D budget: You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.

Team bonding budget and initiatives

• Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.
• Annual off-sites (Sept): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges

Salary Up to $6.5K | Bonus + AWS

Mon to Friday, 8am-5:30pm

Company Transport Provided

What You Will Do:

• Monitor & analyze Group and Project cash flows – short-term & long-term.
• Develop accurate cash flow forecasts & financial models.
• Manage working capital & improve cash conversion cycles.
• Provide scenario analysis to assess business conditions.
• Collaborate with finance & operations teams to ensure healthy liquidity.
• Ensure compliance with internal treasury policies.

What We're Looking For:

• Degree in Finance / Accounting.
• Strong financial modelling & forecasting skills.
• Advanced Excel & SAP experience.
• Minimum 3 years of project cash flow experience.

Interested applicants, please click on "Apply Now" to submit your updated resume.

We regret to inform that only shortlisted candidates will be notified.

Stafflink Services Pte Ltd

EA Licence No.: 04C4294

EA Personnel: Chew Hong Huang

EA Personnel Reg. No.: R24124128

At St Luke's ElderCare, we are committed to stewarding our resources faithfully to serve the elderly community with compassion and excellence. We are seeking a detail-oriented and analytical Executive to join our Financial Planning & Analysis (FP&A) team. This role will support budgeting, forecasting, financial reporting, and variance analysis to aid in annual budgetary exercise and strategic decision-making. The ideal candidate is proactive, numbers-savvy, and be part of a dynamic finance team.

Key Responsibilities

• Support the budgeting and forecasting processes across departments
• Collect, consolidate, and analyse financial data to support strategic decisions
• Conduct variance analysis between actuals and budget, identify trends and provide insights
• Assist in preparation of periodic financial reports
• Maintain and update financial models and dashboards
• Ensure proper documentation of all budget-related work

Qualifications and Requirements

• Diploma or Degree in Accounting, Finance, or related field
• Relevant experience in FP&A, budgetary exercise, or related financial roles
• Strong analytical and problem-solving skills
• Proficiency in Microsoft Excel; skills in Power BI, Power Query is a plus
• Experience with EPR systems is an advantage
• Team player with a collaborative attitude

What We Offer

• Together we transform community care and enrich lives of the elders we serve
• A supportive team culture rooted in Compassion, Holistic Excellence, Respect, Integrity, Stewardship and Teamwork
• Opportunities for learning and growth in nonprofit finance

Durapower is 15 years in operations and is company identified by Enterprise Singapore to scale up for growth as well. We have projects in Netherlands, Singapore, Thailand and Southeast Asia regions, production is in China as a manufacturing plant. There is no manufacturing here, but we have R&D team here liaising with China as well to execute trade of cells, battery modular systems packs enabling Green industry applications. Our expansion is also enhanced by the stakes and investment in us through Banpu Next (Banpu Group) which is listed on the Thailand Stock Exchange.

You may refer to the news here:

Video by Management on Durapower:

Job Title: Financial Planning & Analysis (FP&A) Analyst

Job Responsibilities:

• Develop and maintain financial models and forecasts specifically tailored to the battery technology industry.
• Analyse financial performance and market trends within the energy storage sector to support strategic decision-making at Durapower.
• Prepare comprehensive financial reports, focusing on key performance indicators relevant to the battery technology market.
• Collaborate closely with R&D, sales, and marketing teams to develop budgets and forecasts for product development and market expansion.
• Conduct detailed variance analysis to evaluate actual performance against industry-specific budgets and forecasts.
• Support in assessing the financial feasibility of new product innovations and market expansion strategies within the energy storage sector.
• Present insightful financial analyses to senior management to facilitate data-driven decisions in line with Durapower's market objectives.

Requirements:

• Bachelor's Degree in Finance, Economics, or a related field
• Proven track record in financial analysis and planning ideally within energy storage or renewable energy industry; other sectors with similar projects related to sales targets, project tracking and revenue recognition may be ideal.
• Proficiency in financial modelling tools and data analysis relevant to the battery technology sector.
• Analytical mindset with a focus on market dynamics and financial implications specific to energy storage solutions.
• Excellent communication and collaboration skills to work effectively across diverse teams within Durapower.