Total 1,093 financial advisor job vacancies in Australia

• Attend to enquiries and requests from phone calls in a professional and prompt manner.
• Update complete and accurate information on customer interaction in the Customer Relationship Management (CRM) system.
• Ensure effective and timely follow-up as promised to customers.
• Alert management of issues and concerns that require escalation for complete resolution.
• Work closely with stakeholders on the service request requirements.
• Deliver service requests within stipulated service standards.
• Work collaboratively as a team to clear all queues in the system promptly.
• Attend all compulsory training sessions and team huddles as scheduled or requested by management to maintain service quality and operational alignment.
• Undertake projects or other responsibilities as assigned.

Requirements 
• Minimum GCE ’A’ Levels or Diploma holder with relevant working experience.
• Good interpersonal and communication skills

Interested candidates please send in your resume to:

Topaz Liang Huimin (CEI No. R1104500), email to: west1@recruitexpress.com.sg 

EA License No. 99C4599

• Well Established Company

• Basic $6500 - $6800 + AWS + Variable Bonus

• Excellent Welfare and Benefits + Career progression

• Working location: Tuas (Company Transport Provided at various location)

• Working hours: Monday to Friday (8am - 5pm)
  

Job Responsibilities:

Financial Accounting & Reporting

• Maintain accurate and timely accounting records in accordance with company policies and accounting standards.

• Prepare monthly, quarterly, and annual financial statements and management reports.

• Perform month-end and year-end closing activities.

• Reconcile general ledger accounts, bank accounts, and intercompany transactions.

• Monitor and analyze financial performance, highlighting variances and trends.

Accounts Payable & Receivable

• Manage accounts payable processes, including vendor invoice verification and payment scheduling.

• Monitor customer accounts and collections to ensure timely receipt of payments.

• Resolve billing discrepancies and maintain accurate customer and supplier records.

Budgeting & Cost Control

• Assist in the preparation of annual budgets and financial forecasts.

• Track operational costs.

• Support cost analysis initiatives to improve operational efficiency and profitability.

Compliance & Taxation

• Ensure compliance with local tax regulations, statutory requirements, and financial reporting standards.

• Prepare and file GST/VAT returns and other statutory submissions as required.

• Support internal and external audits by providing required documentation and explanations.

Asset & Inventory Management

• Maintain fixed asset registers and oversee depreciation schedules.

• Monitor inventory and spare parts accounting where applicable.

Job Requirements:

• Possess minimum Bachelor's Degree in Accounting, Finance, or a related field.

• Professional qualification such as ACCA is preferred.

• Minimum 3–5 years of relevant accounting experience.

• Experience handling full-set accounts and financial reporting.

• Strong knowledge of accounting principles, financial reporting standards, and tax regulations.

• Proficiency in accounting software and ERP systems (e.g., Microsoft Dynamics or similar).

Candidates are encouraged to apply this position via Apply Now button with the following information in the resume

• Work experiences and job responsibilities

• Current and Expected salary

• Reason for leaving

• Date of availability

• Education background
  

We regret that only shortlisted candidates will be contacted.

LIONG ZHAO GUAN (R22107632)

EA Recruitment Pte Ltd

EA License No: 21C0492

Anti-Financial Crimes (AFC), AML/CFT Policy, Advisory and Training (PAT) is responsible for developing and owning AML/CFT Policies and Procedures to meet all requirements of relevant Regulations and Notices and reflect risk appetite and risk management philosophy as dictated by the Bank. AFC AML/CFT PAT supports relevant stakeholders (primarily the 1st and 1.5 lines), in designing, putting in place and executing ongoing controls to meet requirements of the AML/CFT Policies and Procedures.

AFC AML/CFT PAT oversees the execution of controls by relevant stakeholders (primarily the 1st and 1.5 lines), for compliance with requirements of AML/CFT Policies and Procedures and principle of sound risk management and reports its assessment to relevant Senior Management.

Job Responsibilities

The successful candidate will be part of the Group Compliance, AML/CFT, Sanctions Policy, Advisory & Training team and the key responsibilities are as follows:

• Serves as the Team Head, AML/CFT Policy, Advisory Training (PFS), Group Compliance in delivering and supporting GC’s compliance agenda / book of work.

• Provide leadership, guidance and lead a team of 6 members in supporting the PFS business within the team.

• Conduct review of high-risk customers (Group Retail, focusing on PFS) or escalated cases (due to STRs, trigger events, ad hoc requests etc) and highlights areas of ML/TF concerns to Business.

• As the subject matter expert, this individual will be required to partner closely with our Group Retail PFS businesses, in providing advice/collaborating with Business and Business Risk & Control Management in the development and review of AML controls, processes and procedures to ensure risks are effectively identified and mitigated.

• Reviews and contributes to the maintenance of Group AML/CFT policies and procedures to ensure its effectiveness and relevancy to laws, regulations and best practices.

• Provide SME advice, interpretation and implementation of Group AML/CFT procedure in a pragmatic and risk-based approach.

• Partner closely with the other GC functions, in ensuring group wide consistency approach in adoption of regulatory and internal requirements are adhered to.

• Provide key updates on AML/CFT related matters to the respective business forums and committees.

• Monitors development on related AML/CFT laws, regulations and risk trends.

• Handles request from MAS, assurance, internal and external audits.

• Drive, provide support and participate in AML/regulatory-related projects.

• Any other support as required by the Head, AML/CFT, Sanctions Policy, Advisory & Training from time to time.

Job Requirements

The successful candidate will be part of the Group Compliance, AML/CFT, Sanctions Policy, Advisory & Training team and the key responsibilities are as follows:

• Degree or professional qualification in business or banking/financial services related areas.

• Has minimum 15 years of relevant work experience preferably in AML/CFT compliance advisory function with focus on Retail Banking/Consumer Banking will be a minimum must have.

• Excellent research skill including experience with online research tools and databases.

• Good knowledge/understanding of banking and financial services laws & regulations, compliance best practices and understanding of financial products & systems.

• Ability to work effectively, under pressure, in a rapid changing environment, as well as autonomously and as an effective member of a dynamic team.

• A team player, possesses strong interpersonal, stakeholder management, analytical and problem-solving skills.

• Having a professional AML-related certification.

Job Scope:

• Support budgeting, forecasting, and financial reporting activities
• Perform financial analysis and variance reporting
• Review business cases and capital investment projects
• Support process improvements and financial governance initiatives
• Liaise with internal and external stakeholders on finance matters

Requirements:

• Degree in Accountancy, Finance, Business Administration (Accountancy/Finance), or equivalent
• 2–4 years of relevant finance or financial planning experience

All qualified applicants, please click “ APPLY NOW”

Or you may send in your resume to:
Whatsapp: https://wa.me/+6597430026 
Email : kimlow@recruitexpress.com.sg

Kimmy Low Yi Ting (Kim) | CEI Registration Number: R23112122
Recruit Express Pte Ltd Company Reg. No. 199601303W | EA LICENCE Number: 99C4599

AtDeloitte, we offer a unique and exceptional career experience to inspire andempower talents like you to make an impact that matters for our clients, peopleand community. Whatever your aspirations, Deloitte offers you a highlyinclusive, collaborative workplace and unrivalled opportunities to realize yourfull potential. We are always looking for people with the relentless energy topush themselves further, and to find new avenues and unique ways to reach ourshared goals.

Workyou will do

TheFinance & Enterprise Performance Offering works as a trusted advisor toCFOs and finance executives through advising, implementing, and deliveringservice solutions that help our clients develop strategies and capabilities totransform finance, support enterprise-wide decision making, improve financeoperations, and create impact within their organization. The team advises ourclients on the transformational outcomes achievable through a range of digitaltools and implement the one that suits clients’ business needs. As a rapidlygrowing SEA practice, we strive to find high caliber team members to build aworld class Finance & Enterprise Performance practice.

We are looking for experienced Consolidation & Financial Reporting (CFR) consultants to join our team to deliver enterprise-scale financial consolidation, statutory reporting solutions for our clients.

In this role, you will contribute to the end-to-end implementation of OneStream or related solution. You will work alongside solution architects, finance SMEs, and client stakeholders to translate business requirements into practical, scalable solutions.

Key responsibilities:

• Design and configure multi-dimensional data models for financial consolidation and financial reporting
• Develop business rules to automate complex calculation logic through scripting language
• Develop dashboards and reports
• Build data integration with source systems including data validation and transformation
• Understand the functional requirements in the consolidation process to support statutory requirements
• Participate in all phases of the project lifecycle from requirements phase to deployment

Your role as a Consultant

At Deloitte, we believe in empowering our people at all levels. You are expected to:

• Champion Deloitte’s purpose and values while driving measurable client impact.
• Develop strong capabilities to drive successful delivery of the client projects
• Coach and mentor team members
• Lead with integrity, confidence, and accountability while delivering complex transformation programs.

Enough about us, let's talk about you

If you are someone with:

• Bachelor degree in a business, technology or finance discipline.
• Minimum 4 years’ working experience in implementation of OneStream or comparable CFR platforms (e.g. Oracle Cloud EPM [FCCS/EPBCS], HFM/Planning, SAP BPC) with at least one full lifecycle implementation focusing on financial consolidation, and reporting.
• Strong technical aptitude, including experience with scripting or programming logic (e.g., VB.NET, C#, or SQL) and multi-dimensional data modeling.
• Strong functional knowledge of finance systems and processes & / or financial consolidation or planning.
• Strong analytical and problem-solving skills with attention to detail
• Ability to communicate technical concepts to non-technical stakeholders
• Experience of working in consulting team to deliver bespoke solutions using agile development methods.
• Exceptional interpersonal, teambuilding, and communication skills.
• Demonstrated ability to write clearly, succinctly, and in a manner that appeals to a wide audience.
• Ability to build consensus and foster change in ambiguous settings.
• An appreciation of the consulting lifestyle and ability to travel (both locally and abroad) is a pre-requisite to fit to our short-term and long-term project assignment.

Next Steps

So what are you waiting for? Join the winning team now.

Due to volume of applications, we regret only shortlisted candidates will be notified.

Are you ready to embark on a career that empowers you to impact others’ lives while building your own financial success? We are looking for ambitious individuals to join us as Wealth Advisor (Management Trainee) where Career growth, flexibility, and Monetary and Incentive rewards are just the beginning.

Take the first step toward becoming a trusted advisor for Individual, Families, Businesses, and Communities. With no prior experience necessary, we’ll equip you with the skills, knowledge, and tools you need to thrive, through Personalized training and Mentorship from industry leaders.

Why This Role is Unique

• Make a Difference: Provide Singaporeans with peace of mind by guiding them through life’s most important financial decisions, from Protection, Investment to Retirement planning.

• Learn from the Best: Receive 1-on-1 mentorship from Senior advisors and enjoy continuous industry training.

• Accelerate Your Career: Grow into a management-level role within 1-2 years through our structured career advancement pathway.

• Flexible Work-Life Balance: Create your own schedule to fit your lifestyle and commitments.

• Unlimited Growth Potential: Start with a monthly allowance, but the sky’s the limit for high achievers, with commissions, bonuses, and luxury incentive trips awaiting you.
  

Your Role

• Understand clients’ unique financial situations and craft customized solutions that meet their goals.

• Advise on key financial areas: Wealth Protection, Investment Planning, Estate Planning, and Retirement Planning.

• Build strong, long-lasting client relationships that are the foundation of your success.

• Stay ahead of industry trends to ensure the best outcomes for your clients.

Who We’re Looking For

We want passionate and driven individuals who are ready to embark on a rewarding journey. The ideal candidate is:

• Singaporean (this opportunity is open only to Singapore citizens).

• Equipped with a Local Polytechnic Diploma or any Bachelor's Degree.

• A natural at communicating and connecting with others.

• Self-motivated, goal-oriented, and ready to take charge of their future.

• Interested in part-time, full-time, or even entry-level roles as a Student Advisor.

No experience? No problem—We’ll give you all the tools and training you need to succeed.
Sales or customer service experience is a bonus, but not required.

Your future is waiting. Take charge of it today.

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 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.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!

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.

Responsibilities:

• Oversee end-to-end finance operations, including financial planning, analysis, and balance sheet reconciliations.

• Collaborate with internal teams to determine funding requirements and manage cash flow in line with organizational agreements.

• Maintain rolling forecasts to support financial planning and resource allocation.

• Review and analyze budget performance (actual vs. budget) to identify potential variances.

• Source and manage competitive providers for bonds, insurance, and other financial instruments as needed.

• Prepare accurate forecasts and variance analysis to support decision-making.

• Build and maintain relationships with banks, insurance providers, corporate service providers, and regulatory bodies.

• Communicate proactively with stakeholders to provide financial insights that support business operations and strategy.

• Supervise and mentor finance team members to ensure continuous development.

• Collaborate with operational teams to ensure financial alignment across departments.

• Prepare regular management reports and support reporting requirements.

Qualifications:

• Bachelor’s degree in Finance or a related professional qualification.

• Meticulous with strong attention to detail.

• Strong analytical, problem-solving, and communication skills.

We regret only shortlisted candidates will be contacted. All applications will be handled confidentially. By submitting your application, you agree to the collection, use, retention, and disclosure of your personal information to prospective employers.

Wecruit Pte Ltd

EA License No: 20C0270

EA Personnel: Nyon Hock Sen (Aden)

EA Personnel Reg No: R24124070

Job Summary

We are looking for driven individuals to manage the end-to-end recruitment process, supporting both clients and candidates in a fast-paced hiring environment. You will work closely with clients to understand role requirements, source suitable candidates, and ensure a smooth hiring and pre-onboarding process.

Key responsibilities include candidate sourcing (active & passive), coordinating interviews, providing timely updates, and ensuring a positive recruitment experience for all stakeholders.

Base Salary + Incentives + Performance Bonuses

Requirements

• No prior experience required; training provided
• Experience in recruitment, headhunting, sales, or business development is an advantage
• Strong communication and interpersonal skills
• Able to handle sensitive information with professionalism and discretion
• Detail-oriented with strong follow-up and time management skills
• Ability to manage multiple roles independently in a fast-paced environment

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.

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.

Develop wealth management strategies for clients:

- Create tailored wealth management plans aligned with client goals

- Consider all aspects of client wealth, including investments, taxes, and estate planning

- Collaborate with clients to set and achieve wealth objectives

Provide investment advice and planning for wealth growth/protection:

- Offer investment advice and strategies for wealth growth and protection

- Provide guidance on asset allocation, risk management, and wealth preservation

- Help clients navigate complex investment decisions

Analyze client portfolios and optimize wealth plans:

- Review and analyze client portfolios and wealth plans

- Identify areas for optimization and improvement

- Implement changes to enhance portfolio performance and alignment with goals

Focus on long-term wealth goals and legacy planning:

- Help clients set and achieve long-term wealth goals (e.g., retirement, legacy)

- Consider estate planning, tax efficiency, and intergenerational wealth transfer

- Provide guidance on philanthropy and charitable giving strategies

The Opportunity:

Are you a seasoned underwriter with a passion for financial lines? Are you keen to engage with broker and insurer partners to develop innovative solutions for our customers? Join Zurich Insurance as a Senior Underwriter in Financial Lines, where you will analyze and underwrite new and renewal business using The Zurich Way of Underwriting Framework, work within delegated authority levels on complex assignments, you will ensure a high level of service to our customers.

In this role, you will collaborate with clients and brokers to provide tailored solutions, leveraging your expertise to balance risk management with customer satisfaction. This is your chance to make a significant impact, drive innovation, and integrate your own thoughts and insights to shape a portfolio with a global leader in the insurance industry.

Key Responsibilities:

• Proactively seek renewal and new account opportunities and qualify accounts to align with the organization's appetite and business opportunities.
• Conduct detailed opportunity assessments with key distributors to identify and capitalize on growth opportunities.
• Negotiate terms and conditions, close deals, and cross-sell other lines of business to increase product density within accounts.
• Develop and maintain strong broker and client networks, serving as the key contact for assigned target accounts.
• Measure exposure, analyze risk, and accurately calculate target prices using appropriate underwriting tools.
• Lead and participate in marketing presentations, sales team meetings, and the target account process.
• Provide expertise on coverage issues, contribute to the development of underwriting manuals, and assist in training and developing staff.
• Monitor and review work undertaken across a number of small to medium scale projects or a large complex project in order to ensure appropriate use of resources and adherence to schedules.

Qualifications, Experience & Skills:

• Embrace the concept of The Zurich Way of Underwriting and demonstrate the ability to quickly integrate and adapt to different underwriting culture and practices.
• Bachelor’s degree in insurance, finance, law or a related field; advanced degree or professional certification (e.g., ACII, CPCU) preferred.
• 3 to 7 years of underwriting experience in financial lines and cyber, with a proven track record of success and good personal reputation in the market. Expertise in underwriting SME risks or commercial PI risks is a plus.
• Strong understanding of underwriting principles, risk assessment, and pricing strategies.
• Excellent negotiation and communication skills, with the ability to build and maintain strong relationships with clients, brokers, and internal stakeholders.
• Proficiency in using underwriting tools and software, with strong analytical and problem-solving abilities.
• Demonstrated ability to work independently and under pressure, enabled to make informed decisions within delegated authority levels.
• Strong organizational and time management skills, with the ability to manage multiple priorities and meet deadlines.
• Experience in Singapore and SEA risk.

Manage client wealth holistically:

- Take a comprehensive approach to managing client wealth and investments

- Consider all aspects of client financial situation and goals

- Provide integrated solutions for wealth management and planning

Develop long-term financial plans:

- Work with clients to set and achieve long-term financial goals

- Develop personalized financial plans aligned with client objectives

- Review and update plans regularly to reflect changes in client circumstances

Provide investment advice and portfolio management:

- Offer expert investment advice and guidance

- Manage client portfolios and make investment decisions

- Monitor portfolio performance and adjust strategies as needed


Build relationships with high-net-worth clients:

- Foster strong relationships with affluent clients

- Understand client goals, needs, and preferences

- Provide exceptional service and tailored solutions to meet client needs