Financial Advisory Team Lead & Growth Coach

finexis advisory Pte Ltd; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

finexis advisory Pte Ltd is seeking a driven, 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 high-performing advisory team, and drive performance through effective planning and execution.

You will mentor advisers, ensure regulatory compliance, manage pipeline and performance reporting, and collaborate with internal stakeholders to

Qualifications

• Bachelor's degree in Business, Finance, Banking, Economics, Marketing, or related discipline.
• Professional qualifications and licences under regulatory requirements for financial advisory.
• Minimum 5 years of experience in financial advisory, wealth management, or financial services, including at least 2 years in people management.
• Proven ability to lead, coach, and develop advisory teams.
• Strong knowledge of regulatory and compliance requirements within the financial advisory industry.
• Excellent communication, stakeholder management and interpersonal skills.

Responsibilities

• Lead, coach, and develop a team of Financial Consultants to achieve business objectives and 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.

Education

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

Licences/Certifications in financial advisory

Job description

finexis advisory Pte Ltd is seeking a driven, 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 high-performing advisory team, and drive performance through effective planning and execution.

You will mentor advisers, ensure regulatory compliance, manage pipeline and performance reporting, and collaborate with internal stakeholders to