92 Standard Chartered Bank jobs in Singapore

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.

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

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.

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

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

• 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.

• 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).

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

Company

Advisors Alliance Group

Designation

Financial Services Intern

Date Listed

21 Aug 2025

Job Type

Entry Level / Junior Executive

Full/PermIntern/TS

Job Period

Flexible Start, For At Least 1 Month

Profession

Banking / Finance

Industry

Finance

Location Name

Raffles Place, Singapore

Address

Raffles Pl, Singapore

Map

Allowance / Remuneration

$500 - 4,000 monthly

Company Profile

Advisors Alliance Group, one of the largest and fastest growing Financial Services Group in Singapore, also the first Financial Services Group in Singapore and whole AIA in 18 countries to achieve the prestigious 100 International Dragon Award (IDA) and consecutive 7 years 100 IDA Group.

Guided by the vision, mission, and values, Advisors Alliance Group is in constant pursuit of achieving world-class standards in instructional practice, operating system, culture, philosophies and most importantly bringing valued service to the clients. The organisation believe in impacting lives and always bringing people from where they are today to places they have never been.

Over the years, Advisors Alliance Group has built deep roots within the major varsities in Singapore, namely NUS, NTU and SMU, and pioneered the Entrepreneur Internship Programme that has been conducted annually since 2002.

Advisors Alliance Group have also adopted a secondary focus to give back to society, through the Goldencare Project, Volunteer Work, Charity, Community Work, and AACares Fund, in collaboration with North West CDC.

Job Description

OBJECTIVE

• Expose the interns to the financial services sector.
• Create a leadership experience and opportunity for our Management Associate position.

AREAS OF STUDY

• The Career Options in the Financial Services Industry
• Wealth Management – Retirement, Wealth Expansion/Preservation
• Risk Management – Corporate/Individual Risk Calculation
• Credit Cards and Credit Management
• Financial Portfolio Design and Architect
• Sales and Marketing Concepts
• Business Management & Principles of Entrepreneurship
• One to one mentorship by award winning mentors

Application Instructions

Please apply for this position by submitting your text CV with photo using InternSG.

Kindly note that only shortlisted candidates will be notified.

Apply for this position