Shariah-aligned Wealth Planner

finexis advisory Pte Ltd; Santo Niño 1st; On-site; PHP 1,648,000 - 2,307,000; Full time

Job summary

finexis advisory Pte Ltd in Singapore offers structured training in Shariah-compliant wealth advisory, guiding new entrants to design plans aligned with clients' goals and values.

You will conduct consultations, develop personalised strategies, and build long-term client relationships while learning halal wealth solutions, zakat, waqf, hibah, and estate planning, supported by mentorship.

Qualifications

• Hold a minimum local diploma or degree (all disciplines welcome).
• Are keen to develop expertise in Shariah-compliant financial planning.
• Fresh graduates and career switchers are encouraged to apply.

Responsibilities

• Conduct one-to-one consultations to understand clients' financial goals, priorities, and circumstances.
• Design personalised financial strategies across protection, wealth accumulation, retirement, and legacy planning.
• Develop expertise in Shariah-compliant financial planning, including halal wealth solutions, zakat, waqf, hibah, and estate planning.
• Review clients' existing financial portfolios and identify opportunities for better alignment with their goals and values.
• Build long-term client relationships through regular financial reviews and ongoing advisory support.
• Continuously develop your technical knowledge, advisory skills, and professional expertise.

Education

Local diploma or degree

Job description

You'll receive structured training to help individuals and families build financial plans that align with Shariah principles while addressing important life goals such as wealth accumulation, protection, retirement planning, and estate planning.

What You'll Do

• Conduct one-to-one consultations to understand clients' financial goals, priorities, and circumstances.
• Design personalised financial strategies across protection, wealth accumulation, retirement, and legacy planning.
• Develop expertise in Shariah-compliant financial planning, including halal wealth solutions, zakat, waqf, hibah, and estate planning.
• Review clients' existing financial portfolios and identify opportunities for better alignment with their goals and values.
• Build long-term client relationships through regular financial reviews and ongoing advisory support.
• Continuously develop your technical knowledge, advisory skills, and professional expertise.

Who We're Looking For

We welcome individuals who:

Hold a minimum local diploma or degree (all disciplines welcome)

Are keen to develop expertise in Shariah-compliant financial planning

Enjoy building relationships and helping people achieve their financial goals

Value professionalism, integrity, and continuous personal development

Fresh graduates and career switchers are encouraged to apply.

Why Join Us?

• Build expertise in one of Singapore's growing areas of financial planning through structured training in Shariah-compliant wealth advisory.
• Receive professional training, practical guidance, and ongoing mentorship to help you build confidence and competence.
• Access Singapore's largest independently owned financial advisory platform with a comprehensive range of financial solutions to support diverse client needs.
• Help clients make informed financial decisions that align with their financial objectives and personal values while developing a rewarding long-term profession.