Advisory Manager

finexis advisory pte ltd; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

finexis advisory pte ltd in Singapore is seeking a driven leader to grow our financial advisory team. You will lead a team of financial consultants, coach their development, recruit talent, and align performance with regulatory standards.

The role requires strategic planning, stakeholder collaboration, and a passion for building a high-performing advisory practice in a fast-paced environment.

Qualifications

• Bachelor's degree required.
• Minimum 5 years in financial advisory, insurance, wealth management, or financial services.
• At least 2 years in a people management role.
• Professional qualifications in financial planning or wealth management are an advantage.

Responsibilities

• Lead, coach, and develop a team of FCs to achieve business objectives and professional growth.
• Recruit, onboard, and retain FCs to build a strong and sustainable advisory team.
• Monitor team performance, identify capability gaps, and implement coaching and development plans.
• Ensure all advisory activities comply with regulatory requirements, company policies, and industry standards.
• Support advisers in handling complex client cases and provide guidance on suitable financial planning solutions.
• Develop and implement business plans and initiatives to drive team sales growth/productivity and service quality.
• Monitor business performance through regular reviews, pipeline management, and performance reporting.
• Build and maintain strong relationships with internal stakeholders to support business growth and operational excellence.
• Keep abreast of market developments, regulatory changes, and industry best practices, and communicate relevant updates to the team.

Skills

People Management

Coaching & Development

Strategic Leadership

Financial Advisory

Stakeholder Management

Regulatory Compliance

Recruitment & People Development

Education

Bachelor's Degree in Business, Finance, Banking, Economics, Marketing, or related discipline

Job description

ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER

Be ready to embark on a journey which offers you an exciting opportunity.

HERE'S A SHORT INTRO OF WHO WE ARE

Since our incorporation in 2005, finexis has grown to become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$1 billion. Our strategic partnerships, extensive portfolio of leading financial solutions, strength of more than 1,000 financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services.

WHAT TO EXPECT

We are looking for a driven and people-focused leader with a strong passion for financial advisory, team development, and business growth. This role requires someone who can lead by example, coach and develop Financial Consultants, build a strong advisory team, and drive performance through effective business planning and execution.

The ideal candidate is proactive, results-oriented, and confident in managing people and navigating a fast-paced, performance-driven environment. If you are someone who inspires others, takes ownership, challenges the status quo, and is passionate about building a high-performing advisory team — we want YOU!

WHAT YOU'LL DO

• Lead, coach, and develop a team of FCs to achieve business objectives and professional growth
• Recruit, onboard, and retain FCs to build a strong and sustainable advisory team
• Monitor team performance, identify capability gaps, and implement coaching and development plans.
• Ensure all advisory activities comply with regulatory requirements, company policies, and industry standards
• Support advisers in handling complex client cases and provide guidance on suitable financial planning solutions
• Develop and implement business plans and initiatives to drive team sales growth/productivity and service quality
• Monitor business performance through regular reviews, pipeline management, and performance reporting
• Build and maintain strong relationships with internal stakeholders to support business growth and operational excellence
• Keep abreast of market developments, regulatory changes, and industry best practices, and communicate relevant updates to the team

WHO YOU ARE

• Bachelor's Degree in Business, Finance, Banking, Economics, Marketing, or a related discipline
• Relevant financial advisory certifications and licences required under applicable regulatory requirements
• Professional qualifications in financial planning or wealth management are an advantage
• Minimum 5 years of experience in financial advisory, insurance, wealth management, or financial services, including at least 2 years in a people management role
• Proven experience in leading, coaching, and developing advisory teams
• Good knowledge of regulatory and compliance requirements within the financial advisory industry.
• Strong people management, coaching, and mentoring skills.
• Excellent communication, stakeholder management, and interpersonal skills.