Financial Advisory Expert
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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 RoleThis 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
- 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
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.
Financial Advisory Representative
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- 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.
Financial Advisory Representative
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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.
IFRS
Power Generation
Financial Statements Analysis
Asset Allocation
Wills
Corporate Development
Financial Planning
Works Well With Others
Wealth Accumulation
Financial Accounting
Project Finance
Financial Modelling
Health Insurance
Business Development
Acquisitions
Associate (Valuations), Financial Advisory
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The Valuation Associate will be a part of our Singapore office, which is the center of excellence within APAC, and will have the opportunity to work on cross-border assignments within the region. This role will not only be valuations-focused but will also have opportunities to work on other M&A advisory related assignments.
Responsibilities
- Perform market and industry research
- Develop financial models to value private companies
- Identify and value intangible assets for financial reporting, tax or M&A purposes
- Analyse if the financial projections are reasonable by comparing against appropriate benchmarks
- Prepare and deliver high quality valuation reports in accordance with relevant international valuation standards and/or financial reporting standards
Requirements
- Bachelor's degree in Finance, Accounting or Economics
- Minimum 1 year experience
- Relevant certifications (CFA, CVA, RICS or ASA) is a plus
- Able to work independently with little supervision
- Excellent analytical and critical thinking skills
- Familiar with common valuation methodologies and approaches
- Familiar with the use of research/technical tools such as S&P CIQ, Mergermarket, BloombergBasic understanding of relevant financial reporting standards
- Expertise in Microsoft Excel, Power Point and Word
Careers in Financial Advisory
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Are you looking for a career that offers unlimited earning potential, flexibility, and opportunities to grow?
We're seeking ambitious individuals who are passionate about financial advisory, wealth planning, and building long-term relationships with clients.
Key Responsibilities
- Build and maintain a network of high net worth clients through professional platforms and warm leads.
- Deliver exceptional wealth management and portfolio planning services to meet client goals and objectives.
- Stay up-to-date with industry trends and best practices in financial advisory.
Requirements
- A strong desire to succeed and earn what you're truly worth.
- Interest in financial advisory, wealth planning, and building long-term client relationships.
- Excellent interpersonal and communication skills.
- Self-motivated, coachable, and a team player.
What We Offer
- No roadshows or door-to-door sales. Build your network through professional platforms and warm leads.
- Structured training in wealth management, portfolio planning, and high net worth client advisory.
- Guidance from experienced mentors and industry leaders.
- Performance-based incentives, bonuses, and overseas trips.
- Opportunities to grow into leadership and management roles.
Why Join Us?
- High earning potential - commission-based income with uncapped rewards.
- Access to affluent markets and quality clientele.
- An empowering environment with no office politics.
- Flexible schedule - design your own success.
We provide the tools, training, and support to help you thrive in this exciting career.
Associate (Forensic Services), Financial Advisory
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As an Associate in our Forensics Services team, you will be involved in engagements relating to fraud investigations, dispute and litigation support, anti-bribery and anti-corruption reviews and other compliance work. You will be a part of a dynamic and fast-growing firm, working closely with our Director for Forensic Services.
Responsibilities
- Assist with proposals tailored to meet clients' requirements
- Work in project teams to conduct fraud investigations, carry out interviews and analysis of structured and unstructured data amongst other relevant work procedures
- Assist in analysing information and documents using forensic technologies while preserving the chain of custody
- Assist in applying data analytical techniques to identify anomalies in the data set which may be indicative of fraudulent activity
- Support the project team with the preparation of deliverables
- Execute assigned tasks in the fraud risk identification and fraud risk assessment exercises
- Document activities undertaken as part of the fraud prevention exercises
- Support project team leaders to help solve clients' issues
- Act in accordance with professional standards
- Identify risks of ethical conflicts and threats to independence
Requirements
- Degree in Accounting or relevant discipline
- Candidates with more than 3 years of experience will be considered for the Senior role
- Attention to detail and ability to multitask and work with complex and detailed information
- Strong analytical skills
- Good written and oral communication skills
- Ability to work independently as well as part of a team
- Ability to work under pressure
Associate (Transaction Services), Financial Advisory
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We are looking for highly motivated and dynamic professionals to join our Financial Advisory – Transaction Services practice in Singapore. As a member of our Financial Due Diligence practice, you will have the opportunity to assist clients in a key phase of their potential mergers, acquisitions or divestitures projects. We help some of the world's leading companies including MNC, Private Equity, Public listed and privately held companies evaluate their deals and assess the value of businesses. The team also helps clients identify upside opportunities and risks in their transaction processes to satisfy the due diligence requirements. You will work closely with our Valuation practice as well as Tax Due Diligence practice to deliver holistic insights to our client.
Responsibilities
- Be actively involved in due diligence for M&A transactions around Asia Pacific.
- Primary responsibility in the gathering of data and delivery of high-quality analysis, as well as assisting in drafting reports in a timely manner.
- Act as a key team member for due diligence engagements across small to large/complex (cross-border), working closely with senior members in Singapore and members of in-country TS teams across the Asia Pacific region, and in some instances globally
Requirements
- Strong academic background and either in the progress of studying towards or willingness to obtain a financial qualification such as CA, CPA, ACCA or equivalent.
- Minimum 2 years of relevant experience in international accounting firms, preferably with exposure to financial due diligence or valuation, but we will consider candidates with similar skills (i.e. Audit & Assurance, M&A, business analytics) and the aptitude to learn. Candidates with no experience but with strong academic achievement or internship experience will be considered for the entry role.
- Strong analytical skills complemented by strong business acumen.
- Up to date local business and economic knowledge.
- Strong accounting knowledge.
- Excellent written and oral communication.
- Strong knowledge and experience in Microsoft Office applications (including Excel, PowerPoint and Word).
- Highly adaptable, able to work independently and effectively under pressure in a fast-paced environment.
- Keen to work in an international environment with teams across geographies to meet client requirements.
- Contribute to the development of your own and team's technical knowledge.
- Proficient in spoken and written English; any added language proficiency is a plus to liaise with international clients or targets.
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Career Opportunities in Financial Advisory
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Financial Services Professional
">Establish and grow a robust client base through effective networking and prospecting strategies, while providing comprehensive advisory on insurance and financial planning.
Develop tailored financial strategies for clients by analyzing their financial situations and goals.
Present detailed financial summaries, investment reports, and income projections for clients, ensuring they have a clear understanding of their financial situation.
Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.
Highly motivated individual with strong interpersonal skills and the ability to work effectively in a team environment.
Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
Singaporean / Singapore PR preferred.
Minimum 21 years old.
24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.
Career Opportunities in Financial Advisory
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We are seeking a highly motivated and driven Financial Adviser Trainee to join our team. As a trainee, you will have the opportunity to develop your skills and knowledge in financial planning, investments, and retirement planning.
About Our BusinessWe are a leading financial advisory firm with a commitment to excellence. Our advisors are free to recommend solutions from multiple insurance and investment partners, always in the client's best interest.
Why Choose Us?Purposeful Work: Help clients achieve their financial goals and feel proud of your impact.
Independence: Not tied to a single insurer; offer the best solutions across providers.
Qualified Leads: 10 new prospects monthly - no need to chase friends and family.
No Marketing Costs: Company-sponsored webinars, workshops and events.
Career Advancement: Clear career track with guidance from experienced advisers.
Conduct thorough financial needs analysis in insurance, investments & retirement planning
BUILD AND MAINTAIN LONG-TERM CLIENT RELATIONSHIPS
Use our digital tools to engage clients effectively
Complete CMFAS licensing exams (sponsored by us)
Participate in training and team activities to enhance your skills
A local Polytechnic Diploma or Degree; No experience required - training provided
$30,000-$0,000 in Year 1, top performers > 100k commission-based earnings
Growth potential: Career development program, mentorship and structured progression
Flexible work-life balance - Schedule your effort to determine your income
Entrepreneurial success - Build your own business within our supportive framework
Contact us for more information.
Senior Legal Manager, Financial Advisory
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- Accessible location
- Wellness benefits for employees
- Good career opportunity
- Manage day-to-day operations of the Legal and Compliance team.
- Provide comprehensive legal and compliance support across the organization.
- Oversee and manage all documentation related to the setup and launch of investment products.
- Draft and review transaction agreements related to asset management and broader business activities.
- Conduct legal and regulatory research across jurisdictions, advising on implications for investment structures, products, and client segments.
- Lead the structuring, formation, and negotiation of tailored investment vehicles for UHNW and institutional clients.
- Ensure adherence to regulatory requirements and manage ongoing compliance matters.
- Deliver strategic legal advice to senior management, offering solutions that align with both regulatory obligations and business objectives.
- Ad hoc duties as required
- Minimum Bachelor's Degree in Law
- Possess 8-10 years of experience in legal, compliance, or regulatory roles in the financial services sector.
- Well-versed in legal aspects of fund structuring, wealth planning, and investor compliance.
We regret to inform that only shortlisted candidates will be notified.
ALLIED SEARCH PTE. LTD.
EA LICENSE : 19C9777