Training, Assistant Manager (Financial Advisory)

FINEXIS ADVISORY PTE. LTD.; Singapore; On-site; SGD 50,000 - 75,000; Full time

Job summary

A leading financial advisory firm in Singapore is seeking a passionate Training Assistant Manager to join their dynamic team. The role involves designing training programs and coaching financial advisers, with exposure to strategic training initiatives and career progression opportunities. This position suits professionals with experience in training and financial services who are eager to impact the development of advisers.

Benefits

Structured career pathway in Training & Development

Exposure to strategic initiatives

Supportive team culture

Competitive salary and incentives

Qualifications

• Minimum 2 years of experience in training or adviser management.
• Experience with licensed financial advisers.
• Familiarity with adult learning methodologies is an advantage.

Responsibilities

• Design, plan, and execute training programs for financial advisers.
• Facilitate onboarding and product training for new advisers.
• Monitor training effectiveness and provide feedback.

Skills

Facilitation skills

Presentation skills

Coaching

Organizational skills

Interpersonal skills

Education

Financial Planning certifications/licenses (e.g., CMFAS M5, M9)

Job description

ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER?

Be ready to embark on a journey which offers you an exciting opportunity.

HERE’S A SHORT INTRO OF WHO WE ARE

Since our incorporation in 2005, finexis has grown to become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$1 billion. Our strategic partnerships, extensive portfolio of leading financial solutions, strength of more than 900 financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services.

WHAT TO EXPECT

We are seeking a dedicated and enthusiastic Training Assistant Manager to join our dynamic Training team. This role is ideal for professionals who have experience in the financial services industry, are passionate about coaching and mentoring, and are motivated to drive adviser performance through structured learning and support.

This position offers career progression opportunities, exposure to strategic training initiatives, and a platform to influence the future of our financial advisory force.

WHAT YOU’LL DO

• Design, plan, and execute training programs for new and experienced financial advisers.
• Facilitate onboarding, product training, regulatory compliance modules, and soft skills development.
• Work closely with Sales Managers and team leaders to identify training needs and craft tailored learning solutions.
• Provide ongoing coaching and follow-up to ensure advisers apply training effectively and meet performance standards.
• Monitor training effectiveness through feedback, performance tracking, and continuous improvement.
• Stay updated on financial products, industry regulations, and training best practices.
• Support development of digital learning content and tools, where applicable.

WHO YOU ARE

• Minimum of 2 years of experience in training, learning & development, or adviser management, preferably in the financial services or insurance industry.
• Prior experience working with or managing licensed financial advisers.
• Holds valid Financial Planning certifications/licenses (e.g., CMFAS M5, M9, M9A, HI, or equivalent).
• Strong facilitation and presentation skills.
• A genuine passion for training, coaching, and developing others.
• Highly organized with the ability to follow up and drive accountability.
• Team player with excellent interpersonal and communication skills.
• Familiarity with adult learning methodologies and digital training tools is an advantage.

WHAT’S IN IT FOR YOU

• A structured career pathway in Training & Development or broader management roles.
• Exposure to strategic initiatives and cross-functional collaboration.
• Supportive and professional team culture that values innovation and continuous learning.
• Competitive salary, incentives, and benefits.