Financial Services Assurance

Singapore, Singapore $80000 - $120000 Y PwC

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Job Description & Summary

At PwC, we help clients build trust and reinvent so they can turn complexity into competitive advantage. We're a tech-forward, people-empowered network with more than 370,000 people in 149 countries. Across audit and assurance, tax and legal, deals and consulting we help clients build, accelerate and sustain momentum. Find out more at

Our Financial Services Assurance Practice works with organisations to strengthen trust and transparency by building, maintaining and providing trust over financial reporting in a fast changing, technology-driven world. As Asia's top financial services practice, our audit approach is at the leading edge of best practice. We draw upon our extensive industry knowledge for our clients including top blue chip companies in the asset management, banking, capital markets, and insurance sectors. We provide our clients with insights, empowered by leading technologies, into marketplace developments and global opportunities.

Job Description

We are now seeking for suitable & capable talents with strong Financial Services audit experience to join our Financial Services Assurance team to assist with participating in a broad range of statutory audit assignments for our Banking & Capital Markets clients. Together we can build trust in society and solve important problems.

Key responsibilities:

  • Involvement in a broad range of statutory audit assignments for our financial services clients
  • Potential involvement in selected advisory assignments which could include providing advice on accounting for complex arrangements and instruments, internal control & risk management reviews, financial due diligence and transactions support (amongst others)

Requirements:

  • Degree holder in any discipline
  • Professionally qualified preferred
  • Min. 2 years and above of relevant experience with an international public accounting firm, with extensive experience in statutory and regulatory audits of Banking & Capital Markets clients
  • Strong interpersonal, written and verbal communication skills
  • Excellent team working skills

*Thank you for your interest in developing a career with PwC Singapore. Only shortlisted candidates will be notified due to the high number of applicants for this role.

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Financial Services Consultant

Singapore, Singapore $80000 - $120000 Y ET Marketing

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Job Description

Roles & Responsibilities

  • To Identify target markets and sales opportunities (Foreigners and expatriates residing locally)
  • Develop relationships with targeted market segments (Foreigners and expatriates residing locally)
  • Build and maintain targeted client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis
  • Maintain relationship with clients and prospective clients by contacting/meeting with them periodically
  • Explaining/Giving advice to clients and prospective clients the types of services / investment products and the responsibilities to be taken by the Financial Services Consultant.
  • Recommend financial planning strategies to clients to achieve their financial goals and objectives
  • Implement financial planning recommendations to clients or prospective clients

Requirements

  • Diploma/ Degree holder in any discipline
  • Prior working experience
  • Excellent interpersonal skills and leadership potential

  • M5/M9,M9A,HI are advantage

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Financial Services Intern

Singapore, Singapore $30000 - $60000 Y ENGAGEHUB PRIVATE LIMITED

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Job Description

Future-Proof Your Career in Finance

This winter, gain real-world financial consultancy experience through an immersive 4-week internship that blends learning, simulation, and mentorship.

Unlike traditional internships, this programme combines hands-on challenges, executive insights, and a final showcase , giving you an edge as you step into the future of finance.

Internship Details

  • Duration: 10 Dec 2025 – 3 Jan 2026

Schedule: Wednesdays, Fridays & Saturdays | 9:00 AM – 2:00 PM (Subjected to PH Adjustments)

Format: Blended learning + live simulation + final showcase

Allowance: SGD $600 (upon completion with 100% attendance)

Extras: Lunch provided

What You'll Experience
  • Mini-Projects & Practical Challenges – Apply your knowledge to solve real-world scenarios.
  • Live Simulations & Role Plays – Build confidence handling client conversations.
  • Group Collaboration – Work alongside peers to design solutions and present to mentors.
  • Final Showcase / Pitch Day – Present live to industry professionals and receive direct feedback.
What You'll Learn & Develop
  • General Financial Planning: Understand client needs and concerns through structured case studies.
  • Technical Skills: Financial analysis, market research, and data-driven planning.

Soft Skills: Pitching, persuasion, and building client trust in a digital-first age.

Live Case Studies & Role Plays: Train with senior professionals in real-world financial scenarios.
- Professional Tools: Exposure to modern WealthTech and consultancy platforms.
- Group Projects & Presentations: Work with peers on strategic solutions and present findings.
- CMFAS Exam Preparation: Self-study with access to tutors for guidance.

Programme Highlights
  • Certificate of Completion + LinkedIn Endorsement – Build credibility and professional presence.
  • Full Exposure to Industry Experts – Learn directly from financial advisors, senior executives, and mentors.
  • Networking Opportunities – Connect with peers and mentors who can open future doors.
  • Fast-Track for Future Hiring – Outstanding interns may be shortlisted for mentorship or career opportunities.
  • Professional Certifications – Earn the industry-recognized CMFAS certifications (RES5, M9, M9A, HI).
  • Ongoing Engagement & Mentorship – Continue learning even after the internship ends.
Who Should Apply?
  • Undergraduates or Fresh Graduates eager to explore a finance career.
  • Minimum Qualification: 'A' Levels or Diploma.
  • Motivated Individuals with strong analytical and communication skills.
  • Minimum age of 21 this year (as required by compliance guideline).
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Financial Services Manager

Singapore, Singapore $104000 - $130878 Y Fort Financial Pte. Ltd.

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Key Responsibilities
  • Recruitment & Team Management

    Recruit, coach, develop, and supervise up to 15 Financial Planners (FPs).

Build, motivate, and lead a professional, competent, and productive team.

Monitor team compliance, productivity, and achievement of sales targets and persistency.
- Business Development

Plan and execute strategies for sales growth and recruitment.

Develop a sustainable client base.

Perform personal sales to remain relevant and current.
- Quality & Compliance

Ensure proper documentation of FNAs and insurance applications.

Validate FPs' transactions to ensure client affordability and product suitability.

Monitor persistency and quality of business.

Ensure adherence to industry, regulatory, and company requirements, including HSBC Code of Conduct.
- Training & Development

Ensure FPs complete compulsory training, CPD hours, coaching, JFW, and meeting requirements.

Provide coaching, mentoring, and performance assessments (including JFW Assessments).

Maintain updated P-files and meeting records for audits, handovers, and reviews.

Personal Development
  • Stay competent and up to date through:

Compulsory training and Global Mandatory Training (GMT).

CPD hours and professional development courses.
- Attend regular coaching and meetings with Director or proxy supervisor.
- Complete required training programmes:

Manager Builder (FSM level).

AMTC Programme (for promotion to FSD).
- Obtain professional qualifications (e.g., ChFC, CLU).

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Financial Services Manager

Singapore, Singapore $90000 - $120000 Y VISION GROWTH PTE. LTD.

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Job Description

Your future is unlimited - why settle for less? Join us as a Financial Advisor and unlock world-class training, fast track promotions and income potential that rewards ambition.

Why Join us?

  • Prestigious global branding
  • Fast-track to Director in 2 years
  • Hybrid & flexible work model
  • 1-to-1 mentorship + structured training
  • Competitive allowances & bonuses
  • Qualified leads provided
    Global travel incentives for top performers

Role

Lead & mentor a team of advisors

Drive leadership development & performance coaching

Requirements

Min. 2 years in financial services

CMFAS-certified (RES5, M9, M9A, HI)

Strong leadership & communication skillYour future is unlimited

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Financial Services Representative

Singapore, Singapore $80000 - $120000 Y Stellar Financial

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Job Description

Roles and Responsibilities

Client Relationship Management & Consultation

  • Conduct in-depth consultations with prospective and existing clients to understand their priorities and financial objectives/needs, risk tolerance, and life circumstances.

  • Build and cultivate long-term client relationships through proactive communication, regular portfolio reviews, and customized service.

  • Act as the primary point of contact for clients, addressing their questions and concerns in a timely and professional manner.

  • Educate clients on financial concepts, investment strategies, and market conditions.

Financial Planning & Analysis

  • Gather and analyze clients' priorities and objectives, personal information, financial information, including assets, liabilities, income, expenses, and risk tolerance. Client's current investment portfolio including any existing life policy.

  • Develop comprehensive and customized financial plans to meet client's priorities and objectives/needs covering retirement planning, education funding, estate planning, tax optimization, and risk management.

  • Present financial plans and investment proposals to clients in a clear and informed manner.

  • Implement the client's financial planning recommendations and update client regularly and follow up to completion of the financial planning process.

  • Conduct regular annual review to monitor the progress towards the client's objectives/goals.

  • Continue to service client for in-force policy request such as change of beneficiaries, address change, policy ownership change, premium finance transactions, policy loan, partial surrender, full surrender, etc.

On-going Monitor/Review Client's Situation

  • Conduct regular annual review for transfer-in and orphan policy.

  • Provide service to client for in-force policy request such as change of beneficiaries, address change, policy ownership change, premium finance transactions, policy loan, partial surrender, full surrender, etc.

Business Development & Compliance

  • Proactively seek and develop new client relationships through networking, introducers, seminars, and other marketing efforts.

  • Stay current with financial markets, industry trends, and regulatory changes.

  • Prepare pitch decks, proposals, and reports for prospective partners and clients.

  • Support in organising and executing partner events, training sessions, and industry networking engagements.

  • Verify and establish the true and full identity of client and ensure compliance with regulatory requirements.

  • Ensure all activities are in strict compliance with regulatory and company policies.

  • Maintain accurate and confidential client records.

Qualification and Skills:

  • Experience: 2+ years of proven experience in financial planning, wealth management or a related role.

  • Licensing: As per MAS requirements.

Skills:

  • Strong understanding of investment products, financial planning principles, and market dynamics.

  • Excellent interpersonal, communication, and presentation skills.

  • Proven ability to build trust and foster long-term client relationships.

  • Strong analytical and problem-solving abilities.

  • Self-motivated with a strong aptitude for sales and business development.

  • Proficiency in MS Office Suite.

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Financial Services Consultant

Singapore, Singapore $60000 - $120000 Y AIA Singapore Private Limited - SP – TU

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Job Description

AIA Financial Services Consultant

Are you looking for a career that's #NotJustAnotherJob?

Incentives to be earned.

Trips to enjoy.

Friends to be made.

Time for work and time for play.

Sounds like a dream job? Then you'll fit right in at AIA.

We believe that a successful career goes beyond monetary rewards. At AIA, every day is a chance to make a real difference. Whether it's medical or financial protection, you are empowered to help your clients prepare for life's unexpected emergencies and help them reach their goals so that they can be life confident.

It's not just another job. And what we're looking for is not just another Financial Services Consultant.

At AIA, the most rewarding part of your job, is your job. Join us today.

Job Responsibilities

· Providing financial advice based on clients' financial and protection needs

· Providing recommendation to clients on wealth accumulation and legacy planning

Job Requirements

· Minimum full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.

· At least 21 years old(Based on MAS Requirements)

Benefits

· Performance-based incentives such as allowance, commission and overseas trips*

· Industry and company recognition, e.g. Million Dollar Round Table and Top Financial Services Consultants 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 Financial Services Consultants

To join us and make a real difference, send in your resume

*Terms and conditions apply

*By providing your personal data to us, you consent to your personal data being used, disclosed, stored, retained and processed by AIA Singapore Private Limited, its associated persons/ organisations, its and their third party service providers and its or their representatives, whether within or outside Singapore, for the purposes of recruitment and general administration relating to the aforementioned purpose(s)

SP-PWL

Authorised Representative of AIA Singapore Private Limited (Reg. No R)

Approval code:CC-MH

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Financial Services Manager

Singapore, Singapore $80000 - $120000 Y AD CONNECTS PTE. LTD.

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Job Description

About the Role

As a Financial Services Manager, you will play a key leadership role in developing, coaching, and mentoring a team of financial consultants. You will guide them in delivering quality financial advice to clients in areas such as protection, savings, investments, and retirement planning. This role provides opportunities for both leadership development and career advancement within Prudential.

Key Responsibilities

  • Lead, coach, and mentor a team of financial consultants.

  • Drive performance through goal setting, training, and continuous development.

  • Support financial consultants in delivering professional financial advice to clients.

  • Build and maintain a client base while upholding high standards of professionalism and compliance.

  • Stay updated on industry developments, regulatory requirements, and Prudential's product offerings.

What We Offer

  • Structured leadership and management training programs.

  • Access to Prudential's comprehensive suite of financial solutions and digital platforms.

  • Opportunities for career progression and recognition within the financial services industry.

  • A supportive and collaborative working environment.

Who We're Looking For

  • Candidates must be at least 21 years old and must possess at least:

o A full certificate in GCE 'A' Level,

o International Baccalaureate Diploma qualification,

o Diploma awarded by a Polytechnic in Singapore,

or any other academic qualification which is equivalent to the above

qualifications.

  • Individuals with leadership potential and strong interpersonal skills.

  • Prior experience in financial services, sales, or people management is an advantage.

  • Committed to professional growth and developing others.

DKO

A Group of Agency Units of Prudential Assurance Company Singapore

Approval Code: AT18Sep25YP24

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Financial Services Assurance

Singapore, Singapore $40000 - $80000 Y PwC

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Job Description

Line of Service

Assurance

Industry/Sector

FS X-Sector

Specialism

Assurance

Management Level

Intern/Trainee

Job Description & Summary

At PwC, we help clients build trust and reinvent so they can turn complexity into competitive advantage. We're a tech-forward, people-empowered network with more than 370,000 people in 149 countries. Across audit and assurance, tax and legal, deals and consulting we help clients build, accelerate and sustain momentum. Find out more at

Responsibilities:

  • Conduct research on ESG-related topics and assist in development and drafting of research papers
  • Work with the team to design and deliver AWM ESG project deliverables across wide range of clients
  • Have an opportunity to gain insights into various global and APAC ESG and Sustainability Initiatives, understand the dynamics of AWM industry and collaborate closely with ESG subject-matter experts

Requirements:

  • Undergraduate students in Economics, Finance, Accounting, Business, Management or other relevant domains
  • Good interpersonal and communication skills
  • Knowledge and awareness of current market trends in financial services

Note:

  • Kindly upload both your resume and degree audit or transcript in PDF format all under Resume attachment upload

Kindly note only shortlisted candidates will be contacted.

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Accounting Consulting, Accounting Policies, Active Listening, Communication, Compliance With Accounting Standards, Complying With Regulations, Economic Forecasting, Emotional Regulation, Empathy, Financial Accounting, Financial Economics, Financial Management, Financial Market, Financial Modeling, Financial Regulation, Financial Reporting, Financial Risk Management, Financial Statement Analysis, Financial Statement Preparation, Financial Strategy, Inclusion, Intellectual Curiosity, Investment Advising {+ 6 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

0%

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date

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Financial Services Associate

Singapore, Singapore beBeeRelationship

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Job Description

Client Acquisition Specialist in Financial Services

We are seeking a motivated professional with a finance-related background to join our team as a Client Acquisition Specialist. As part of our dynamic team, you will have the opportunity to work closely with Small and Medium-sized Enterprises (SMEs) in Singapore.

The Key Responsibilities Include:
1. Building relationships with SME clients
2. Understanding business financing needs and proposing tailored solutions
3. Acquiring new business opportunities
4. Developing long-term client partnerships

The Ideal Candidate Will Have:
  • Degree in Finance, Banking, Accounting, or Business
  • Sales-driven with strong communication skills
  • Eager to learn and grow in financial services

Why This Opportunity Is Unbeatable?
  • Competitive remuneration package + performance bonuses
  • Comprehensive training & mentorship from industry experts
  • Career progression in SME lending & relationship management
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