Investment Wealth Planner

finexis advisory Pte Ltd; Singapore; On-site; SGD 50,000 - 80,000; Full time

Benefits offered by this job

Structured training

Licensing support

Mentorship

AI-powered planning tools

Career progression

Job summary

Finexis Advisory, Singapore's leading independently owned financial advisory firm, invites you to join as an Investment Wealth Planner. You will build your career as a licensed practitioner with access to 19 trusted insurers and providers, delivering objective, client-centric financial advice tailored to each client’s needs.

You’ll work with individuals and families to develop personalised strategies across investments, retirement, protection, and legacy planning, supported by AI‑assisted

Qualifications

• Minimum local Diploma or Degree
• Passionate about investments, wealth management, and personal finance
• Strong communication and interpersonal skills
• Self-driven, professional, and eager to learn

Responsibilities

• Conduct comprehensive financial reviews to understand each client's goals, priorities, and financial position.
• Analyse investment portfolios by reviewing asset allocation, diversification, risk exposure, and overall portfolio performance.
• Recommend suitable investment, protection, retirement, and wealth planning solutions based on clients' objectives and risk profiles.
• Build long-term relationships through regular financial and portfolio reviews as clients' circumstances and market conditions evolve.
• Educate clients on financial concepts, investment strategies, and risk management to support informed decision-making.
• Continuously develop your expertise through structured training, mentorship, and hands-on client advisory experience.

Job description

As an Investment Wealth Planner, you will build your career as a licensed practitioner with Finexis, Singapore's largest independently owned financial advisory firm. With access to solutions from 19 leading insurers and investment providers, you'll be equipped to provide objective, client-centric financial advice tailored to each client's unique needs.

In this role, you'll work closely with individuals and families to develop personalised financial strategies across investments, wealth accumulation, retirement, protection, and legacy planning. Through structured financial reviews, AI-supported portfolio analysis, and ongoing client relationships, you'll help clients make informed financial decisions and achieve their long-term financial goals.

What You'll Do

• Conduct comprehensive financial reviews to understand each client's goals, priorities, and financial position.

• Analyse investment portfolios by reviewing asset allocation, diversification, risk exposure, and overall portfolio performance.

• Recommend suitable investment, protection, retirement, and wealth planning solutions based on clients' objectives and risk profiles.

• Build long-term relationships through regular financial and portfolio reviews as clients' circumstances and market conditions evolve.

• Educate clients on financial concepts, investment strategies, and risk management to support informed decision-making.

• Continuously develop your expertise through structured training, mentorship, and hands-on client advisory experience.

What You'll Learn

• Investment portfolio construction and asset allocation

• Wealth accumulation and retirement planning

• Insurance and risk management strategies

• Estate and legacy planning

• Client relationship management and financial needs analysis

• AI-assisted portfolio analysis and financial planning tools

• Regulatory and ethical standards in Singapore's financial advisory industry

Who We're Looking For

Minimum local Diploma or Degree (all disciplines are welcome)

Passionate about investments, wealth management, and personal finance

Strong communication and interpersonal skills

Self-driven, professional, and eager to learn

Committed to building long-term client relationships and delivering trusted financial advice

No prior experience in financial advisory is required. Comprehensive training, licensing support, and mentorship will be provided.

Why Join Finexis?

• Singapore's largest independently owned financial advisory firm.

• Advise clients with access to 19 leading insurers and investment providers, allowing you to recommend solutions based on clients' needs rather than being limited to one product provider.

• Receive structured training, one-to-one mentorship, and continuous professional development.

• Leverage AI-powered financial planning and portfolio analysis tools to enhance your advisory capabilities.

• Enjoy clear career progression with opportunities to specialise in wealth planning, investment advisory, leadership, or business development.

• Build a meaningful career by helping individuals and families make confident financial decisions and achieve long-term financial security.