Wealth Management Consultant

The Legacy letter writer and time capsule man

Company Description Founded in 2005, finexis advisory Pte Ltd is a leading homegrown, multiple award‑winning financial advisory firm in Singapore, licensed by the Monetary Authority of Singapore, with more than S$2 billion in assets under advisory. With strategic partnerships and offering a wide range of solutions, finexis excels in delivering personalized financial services. Dedicated to meeting clients’ lifelong financial needs, the firm focuses on creating positive impacts and offering solutions that complement individual aspirations. Partnering with 79 international fund houses, 19 major life insurers, and other esteemed institutions, finexis ensures access to comprehensive financial products and services.

Role Description

This is a full‑time hybrid role based in Singapore, offering a combination of in‑office and remote work flexibility. The Wealth Management Consultant will assist clients in achieving their financial goals by conducting financial assessments, curating customized investment and retirement plans, and continually managing and monitoring client portfolios. The role involves providing expert guidance on financial products, presenting strategies to meet clients' needs, and fostering long‑term client relationships aimed at enhancing financial well‑being. You will also be trained and mentored by industry leaders to shortcut your path to success.

Qualifications

• Expertise in Financial Planning and Finance to design effective financial strategies and manage diverse financial objectives.
• Proficiency in Retirement Planning and Investments to offer personalized recommendations and long‑term wealth solutions.
• Strong Consulting skills to provide tailored advice and build meaningful client relationships based on financial needs.
• Excellent interpersonal, analytical, and communication skills to explain financial plans and investment options clearly.
• Bachelor’s degree in Finance, Business, or related field; relevant certifications such as CFP or CFA would be advantageous.
• Ability to work independently and as part of a collaborative team environment with a client‑focused mindset.

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