Roles & Responsibilities
ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER?
Be ready to embark on a journey which offers you an exciting opportunity!
HERE’S A SHORT INTRO OF WHO WE ARE
Since 2005, finexis has been more than just a financial services provider – we are lifelong confidantes, guiding clients through every stage of their financial journey. As the largest and fastest growing independently-owned financial advisory firm in Singapore, we are proud to have over 900 consultants and staff, $1 billion in assets under advisory, and strategic partnerships, that establish us as a market leader in personalised financial services.
We deliver tailored financial solutions in wealth management, investment planning, and risk management, all driven by our mission to impact lives beyond finance.
WHAT TO EXPECT
We are on the hunt for a highly motivated individual with top-notch customer service skills who thrives on connecting with stakeholders. If you love supporting activities to drive distribution targets and working alongside a lively team of Agency Sales Managers and Directors, this is your chance!
To be successful in this role, you need to be a curious go-getter who isn’t afraid to shake things up and make waves. Ready to ditch the status quo and dive into something exciting? We want YOU!
WHAT YOU’LL DO
WHO YOU ARE
WHAT’S IN IT FOR YOU
Tell employers what skills you have
Customer Service Skills
Wealth Management
Ability to Multitask
project initiatives
Continuous Process Improvement
Interpersonal Skills
Achieving sales targets
Agile
Root Cause Analysis
Risk Management
Topnotch Customer Service
Financial Advisory
Team Player
Strategic Partnerships
Financial Services
Executive D01 People • D01 Cecil, Marina, People’s Park, Raffles Place, SG