Entrepreneurial Financial Advisor: Build Your Practice

finexis advisory Pte Ltd; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

finexis advisory Pte Ltd's Impact Wealth Advisory (IWA) invites you to an entrepreneurial financial advisory career where you can build your own client base, develop a sustainable practice, and grow while making a difference in clients' lives.

As part of IWA, you will join an exclusive group of financial consultants with access to an established platform, training, mentorship, and a broad range of financial solutions to support your clients' needs.

Qualifications

• Interest in building a sustainable financial advisory practice.
• Willing to learn and grow professionally; ethical and responsible.
• Regulatory, competency and fit-and-proper requirements for appointment as a financial advisory representative.

Responsibilities

• Understand clients' financial goals, needs and priorities and develop strategies.
• Provide advice across protection, wealth accumulation, retirement and estate planning.
• Build and manage long-term client relationships and grow your own practice.
• Participate in financial education and social impact initiatives.

Skills

Entrepreneurial mindset

Relationship building

Financial planning

Client acquisition

Regulatory compliance

Job description

finexis advisory Pte Ltd's Impact Wealth Advisory (IWA) invites you to an entrepreneurial financial advisory career where you can build your own client base, develop a sustainable practice, and grow while making a difference in clients' lives.

As part of IWA, you will join an exclusive group of financial consultants with access to an established platform, training, mentorship, and a broad range of financial solutions to support your clients' needs.