Financial Advisor

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

Job summary

finexis advisory Pte Ltd is seeking a Financial Advisor in Singapore. The role focuses on financial planning, retirement planning, investment advice, and comprehensive advisory services within an on‑site, full‑time capacity.

Candidates will routinely assess client financial situations and craft tailored plans while maintaining ongoing client relationships. Key requirements include strong analytical and communication skills, and a track record in financial advisory.

Qualifications

• Proficiency in Financial Planning and Financial Advisory.
• Knowledgeable in Finance, Investments, and Retirement Planning.
• Excellent analytical and problem solving skills.
• Strong communication and interpersonal skills.
• Ability to build and maintain client relationships.
• CFP certification or equivalent is beneficial.
• Experience in financial advisory or related field is a plus.

Responsibilities

• Provide financial planning, retirement planning, investment advice, and overall financial advisory services.
• Assess clients’ financial situations and develop tailored financial plans.
• Maintain long‑term client relationships and schedule regular meetings.
• Stay updated on financial products and market trends.

Skills

Financial Planning

Financial Advisory

Investments

Retirement Planning

Communication

Interpersonal Skills

Client Relationships

CFP Certification

Job description

Since our incorporation in 2005, finexis advisory Pte Ltd has become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$2 billion. With strategic partnerships and an extensive portfolio of leading financial solutions, finexis has over 1,000 financial consultants and support staff. We offer a comprehensive range of financial solutions, aiming to impact lives beyond finance by tailoring solutions to meet each client’s unique needs. Our partnerships include over 79 international fund houses, 19 major life insurers, and 32 general insurers, enhancing our ability to fulfill diverse client needs.

Role Description

This is a full-time, on‑site role for a Financial Advisor located in Singapore. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and overall financial advisory services. Daily tasks include assessing clients’ financial situations, developing tailored financial plans, and maintaining long‑term client relationships. The role involves regular client meetings, analysis of financial data, and staying updated on financial products and market trends.

Qualifications

• Proficiency in Financial Planning and Financial Advisory
• Knowledgeable in Finance, Investments, and Retirement Planning
• Excellent analytical and problem‑solving skills
• Strong communication and interpersonal skills
• Ability to build and maintain client relationships
• Relevant certifications such as CFP (Certified Financial Planner) or equivalent are beneficial
• Experience in financial advisory or related field is a plus