Wealth Management Advisor: Build Your Practice & Impact

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

Benefits offered by this job

Comprehensive onboarding

Structured training

Ongoing mentorship

Marketing support and client campaigns

Digital advisory tools

Job summary

finexis advisory Pte Ltd is seeking driven individuals to build rewarding advisory careers in Singapore. You will receive comprehensive onboarding, structured training, and ongoing mentorship to develop personalised client strategies.

Join a network with access to specialists across investment, wealth management, and estate planning, plus marketing and digital tools to grow your practice with flexible pathways and performance-based remuneration.

Qualifications

• Strong interpersonal and communication skills.
• Entrepreneurial mindset and willingness to learn.
• Self-motivated and growth-oriented.
• Professional, ethical, and client-focused.

Responsibilities

• Advise and serve clients: conduct financial reviews and needs analysis; develop personalised strategies to help clients achieve financial goals; advise on wealth accumulation, protection, estate and legacy planning, and business/corporate solutions.
• Build your client base: develop and manage your own portfolio; build long-term relationships through ongoing reviews and servicing; generate opportunities through networking, referrals and client engagement.
• Develop specialist expertise: opportunities to deepen expertise in areas such as Wealth Management, Business Owner Solutions, Retirement Planning, Legacy and Estate Planning.
• Grow your professional practice: participate in training and development programmes; leverage technology and specialist support; build a sustainable and scalable advisory practice.

Skills

Interpersonal skills

Communication skills

Entrepreneurial mindset

Self-motivation

Growth mindset

Professional ethics

Client-focused

Job description

finexis advisory Pte Ltd is seeking driven individuals to build rewarding advisory careers in Singapore. You will receive comprehensive onboarding, structured training, and ongoing mentorship to develop personalised client strategies.

Join a network with access to specialists across investment, wealth management, and estate planning, plus marketing and digital tools to grow your practice with flexible pathways and performance-based remuneration.