Investment Planning Executive

TCK Organisation representing finexis advisory Pte Ltd; Singapore; On-site; SGD 42,000 - 66,000; Full time

Job summary

finexis advisory Pte Ltd is seeking a client-facing investment and wealth planning professional in Singapore. The role offers performance-based remuneration and the opportunity to take ownership of your career while making a meaningful difference in clients’ financial lives.

You will work with solutions from leading insurers and investment providers to assess client objectives, risk profiles, and financial circumstances, developing personalised strategies for wealth accumulation, retirement,

Qualifications

• Diploma or Degree in any discipline
• Strong interest in investments, financial markets, and wealth management
• Analytical, self-driven, and willing to learn
• Comfortable working with clients and building professional relationships
• Interested in developing a long-term career in investment and wealth planning

Responsibilities

• Conduct one-to-one financial and investment reviews to understand clients’ goals, financial positions, investment experience, and risk profiles.
• Analyse existing investment portfolios across asset allocation, diversification, risk exposure, and overall portfolio positioning.
• Develop personalised investment strategies aligned with clients’ short- and long-term financial objectives.
• Evaluate suitable investment and wealth planning solutions from a broad range of providers and platforms.
• Conduct regular portfolio reviews and recommend adjustments as clients’ circumstances, objectives, and market conditions evolve.

Skills

Client engagement

Investments interest

Analytical thinking

Willingness to learn

Education

Diploma or Degree

Job description

About the Role

This is a client-facing investment and wealth planning role with performance-based remuneration, offering the opportunity to take ownership of your career while making a meaningful difference in clients' financial lives.

With access to solutions from 19 leading insurers and investment providers, you will be equipped to evaluate a broad range of financial solutions and develop investment strategies based on each client’s objectives, risk profile, and financial circumstances. You will work closely with individuals and families to understand their financial goals and develop personalised strategies for wealth accumulation, retirement, protection, and long-term financial planning.

What You’ll Do

• Conduct one-to-one financial and investment reviews to understand clients’ goals, financial positions, investment experience, and risk profiles.
• Analyse existing investment portfolios across asset allocation, diversification, risk exposure, and overall portfolio positioning.
• Develop personalised investment strategies aligned with clients’ short- and long-term financial objectives.
• Evaluate suitable investment and wealth planning solutions from a broad range of providers and platforms.
• Conduct regular portfolio reviews and recommend adjustments as clients’ circumstances, objectives, and market conditions evolve.

Who We’re Looking For

No prior financial advisory experience is required. Structured training, licensing support, mentorship, and hands‑on guidance will be provided.

• Minimum local Diploma or Degree; all disciplines are welcome
• Strong interest in investments, financial markets, and wealth management
• Analytical, self-driven, and willing to learn
• Comfortable working with clients and building professional relationships
• Interested in developing a long-term career in investment and wealth planning

Why Join finexis?

• Gain exposure to solutions from 19 leading insurers and investment providers, giving you a broader range of options when developing strategies for clients.
• Leverage AI‑assisted financial planning and portfolio analysis tools to enhance your research and advisory capabilities.
• Gain hands‑on experience working with real client portfolios and financial planning needs.
• Develop transferable skills across investment analysis, client engagement, portfolio management, and financial planning.
• Pursue career progression across investment and wealth planning, client advisory, leadership, or business development.