Asset Optimisation Advisor

finexis advisory Pte Ltd; Santo Niño 1st; On-site; PHP 300,000 - 540,000; Full time

Job summary

finexis advisory Pte Ltd is seeking an Asset Optimisation Consultant to help clients review how their assets are structured and uncover opportunities to use them more efficiently.

No prior experience is required; a local diploma suffices. You will learn portfolio analysis, asset allocation, and wealth strategies through structured training and mentorship, while guiding clients in making informed decisions about their resources.

Qualifications

• Hold a local diploma (all disciplines welcome).
• Enjoy problem-solving and finding better ways of doing things.
• Curious about investments, wealth, and personal finance.
• Prefer a consultative and solutions-focused approach over hard selling.

Responsibilities

• Assess clients’ existing financial arrangements to identify inefficiency and unnecessary cost.
• Examine how assets, investments, protection plans, and financial commitments work together in the client’s overall position.
• Identify opportunities to improve capital allocation and strengthen financial efficiency.
• Develop practical optimisation strategies and explain improvements clearly.
• Conduct one-to-one discussions to support clients in making informed decisions about structuring their financial resources.

Skills

Problem solving

Curiosity about investments

Consultative approach

Education

Local diploma

Job description

finexis advisory Pte Ltd is seeking an Asset Optimisation Consultant to help clients review how their assets are structured and uncover opportunities to use them more efficiently.

No prior experience is required; a local diploma suffices. You will learn portfolio analysis, asset allocation, and wealth strategies through structured training and mentorship, while guiding clients in making informed decisions about their resources.