Wealth Advisory Associate: Client Strategy & Leadership Path

finexis advisory Pte Ltd; Santo Niño 1st; On-site; PHP 240,000 - 360,000; Full time

Job summary

Finexis Advisory Pte Ltd is seeking an entry-level Wealth Advisory Management Associate to work with clients on financial goals and wealth strategies. The role offers growth toward senior advisory and management responsibilities over 3–5 years.

Fresh graduates and career switchers are welcome; no prior financial services experience is required. You will learn and progress within a leading independently owned advisory platform in Singapore.

Qualifications

• Minimum local diploma holder, from any discipline.
• Strong interpersonal skills and aptitude for client interaction.
• Interested in wealth, investments, and financial planning.
• Ambitious with openness to leadership progression.

Responsibilities

• Conduct one-to-one conversations to understand clients’ goals and concerns.
• Develop wealth strategies across investments, protection, and planning.
• Present financial strategies clearly and accessibly.
• Build and manage long-term client relationships through reviews.
• Gain exposure to a broad range of investment and wealth solutions.

Skills

People skills

Relationship building

Wealth planning interest

Leadership potential

Initiative taking

Education

Local diploma

Job description

Finexis Advisory Pte Ltd is seeking an entry-level Wealth Advisory Management Associate to work with clients on financial goals and wealth strategies. The role offers growth toward senior advisory and management responsibilities over 3–5 years.

Fresh graduates and career switchers are welcome; no prior financial services experience is required. You will learn and progress within a leading independently owned advisory platform in Singapore.