Cross-Border Wealth Advisor & Practice Builder

finexis advisory Pte Ltd; Singapore; Hybrid; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Mentorship program

Cross-border exposure

Hybrid work arrangement

Training and development

Job summary

TGG Partners, a team under finexis advisory Pte Ltd, is seeking driven individuals to build a personal financial advisory practice serving Singapore-based and cross-border clients. You will develop client relationships, tailor financial plans for protection, wealth, retirement and legacy, and grow your business through networking, referrals and regular reviews.

This entrepreneurial, client-facing role offers mentorship, cross-border exposure and opportunities to specialize as your capabilities

Qualifications

• Candidates should be 21 years old or above.
• Singapore Citizen or Permanent Resident.
• Finance, business or economics background; CFP/CFA/ChFC a plus.
• Excellent communication and interpersonal skills with cross-cultural finesse.

Responsibilities

• Build long-term relationships with professionals, expatriates, families and business owners.
• Develop financial recommendations for protection, wealth accumulation, retirement and transfer.
• Grow your client base through networking, referrals and regular reviews.
• Coordinate with legal/tax/estate planning professionals when appropriate.
• Maintain compliant documentation and uphold professional ethics.

Skills

Communications skills

Cross-cultural communication

Education

Bachelor's degree in finance, business, economics

CFP/CFA/ChFC (advantage)

Job description

TGG Partners, a team under finexis advisory Pte Ltd, is seeking driven individuals to build a personal financial advisory practice serving Singapore-based and cross-border clients. You will develop client relationships, tailor financial plans for protection, wealth, retirement and legacy, and grow your business through networking, referrals and regular reviews.

This entrepreneurial, client-facing role offers mentorship, cross-border exposure and opportunities to specialize as your capabilities