Asset Optimisation Consultant

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

About the Role

As an Asset Optimisation Consultant, you will help individuals take a closer look at how their existing assets are structured and identify opportunities to make them work more efficiently. Rather than simply focusing on acquiring more financial products, the role centres on understanding what clients already have and helping them uncover areas where money may be underutilised or inefficiently allocated.

What You Will Do

• Assess clients’ existing financial arrangements to identify areas of inefficiency, duplication, or unnecessary cost

• Examine how assets, investments, protection plans, and financial commitments work together as part of the client's overall financial position

• Identify opportunities to improve capital allocation, reduce avoidable expenses, and strengthen financial efficiency

• Develop practical optimisation strategies and explain possible improvements in a simple and easy-to-understand manner

• Conduct one-to-one discussions support clients in making informed decisions about how they can better structure their existing financial resources

Who We’re Looking For

No prior experience is required. We’re looking for individuals who:

Hold a minimum local diploma (all disciplines welcome)

Enjoy problem-solving and finding better ways of doing things

Are curious about investments, wealth, and personal finance

Prefer a consultative and solutions-focused approach over hard selling

Why Join Us?

• Build your career within Singapore’s largest independently owned financial advisory platform

• Gain exposure to a broad range of investment, protection, wealth, and financial solutions

• Develop practical skills in portfolio analysis, asset allocation, client engagement, and wealth strategy

• Receive structured training and hands‑on mentorship as you build your capabilities