Wealth Advisory Management Associate

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

As a Wealth Advisory Management Associate, you will work directly with clients to understand their financial goals, develop wealth strategies, and guide them through important financial decisions. As your capabilities develop, you will have opportunities to progress from wealth advisory into senior advisory and management responsibilities.

Progression is based on performance, capability, and readiness, with the potential to take on greater leadership responsibilities and specialisation within 3–5 years

What You Will Learn & Do

Wealth Advisory & Client Management

• Conduct one-to-one conversations to understand clients’ financial goals, priorities, and concerns

• Develop wealth strategies across investments, protection, and longer-term financial planning

• Present financial strategies in a clear and easy-to-understand manner

• Build and manage long-term client relationships through regular reviews

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

Leadership & Management Development

• Learn communication, coaching, and leadership frameworks used by senior managers

• Develop skills in meeting facilitation, mentoring, influence, and team management

• Support team initiatives and gradually take on greater responsibilities

• Gain early exposure to coaching and guiding newer associates

• Develop the strategic and people-management skills required for future leadership

Who We’re Looking For

• Hold a minimum local diploma (all disciplines welcome)

• Enjoy working with people and building relationships

• Interested in wealth, investments, and financial planning

• Ambitious and open to leadership progression

• Comfortable taking initiative and responsibility

No prior financial services experience is required. Fresh graduates and career switchers are welcome.

Why Join Us?

• Operate within Singapore’s largest independently owned financial advisory platform

• Gain access to a broad range of investment and wealth solutions

• Build practical wealth advisory and client management capabilities

• Receive structured training and guided mentorship from experienced leaders

• Follow a defined pathway towards senior advisory and management responsibilities