165 Strategic Financial Guidance jobs in Singapore

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

The Private Wealth Management Relationship Manager plays a pivotal role in securing new clients, designing bespoke wealth management solutions, and fostering long-term client relationships.

This strategic position demands an in-depth understanding of investment products, regulatory requirements, and cross-border wealth management practices.

Key responsibilities include:

• Client Acquisition & Relationship Development
• Advisory & Investment Solutions
• Client Servicing & Portfolio Management
• Sales Performance & Business Targets
• Compliance & Risk Management

For this demanding yet rewarding role, candidates must possess:

• Bachelor's degree in Finance, Business, Economics, or related fields
• Minimum 5 years of experience in private banking, priority banking, or wealth management
• Direct experience with Greater China HNW client base is an advantage

Additional requirements include:

• Holder of Singapore's Client Advisor Competency Standards (CACS), both Module 1 & 2
• Understanding of MAS regulatory framework, including AML/CFT and suitability obligations

Candidates for this challenging role should demonstrate:

• Excellent communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Ability to work effectively in a fast-paced environment
• Proven track record of success in sales and business development

This role offers:

• Opportunities for career growth and professional development
• A dynamic and supportive work environment
• Competitive compensation and benefits package

Looking for a rewarding student life and get ahead of your peers in qualifications and experience?

We have internship programmes specially catered for students in financial services and agency management:

• Industry recognised certifications in financial services industry

• Full training on financial services and management

• Opportunity to progress to agency management

• Direct mentorship from practitioners and industry leaders

• Rewarding allowances and iPad to support interns in the programme

• Overseas incentive trips

Requirements:

• Local Diploma or Full GCE 'A' level and above;

• Only for students studying in Singapore

• Singapore Citizens & Singapore PRs only

The Senior Relationship Manager is the primary point of contact between clients and our organization. He/she manages a portfolio of high net worth/ultra-high net worth private wealth clients, providing comprehensive wealth management solutions to meet their needs.

We are a dynamic team focused on providing a one-bank approach to our business, retail, and high net worth clients through four core segments: Business & Corporate Banking, Personal Financial Services, Private Wealth Management, and Global Markets.

• Acquire new clients aligned with our wealth management target markets.
• Build, manage, and deepen relationships with clients for long-term banking partnerships.
• Collaborate with investments counsellors to co-manage client portfolios and generate investment revenue.
• Deliver excellent service, deepening relationships by adding value to clients' wealth management needs.
• Achieve individual performance objectives in client book development, sales/financials, and risk/compliance culture.
• Ensure all transactions comply with regulatory requirements.
• Maintain professionalism and integrity in business dealings.

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.