Wealth Management Associate

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

Help Clients Achieve Their Goals. Build a Career with Purpose.

At finexis, we believe great advisers do more than recommend solutions. They build trusted relationships, guide clients through important life decisions, and help them achieve long-term financial confidence.

We are looking for driven individuals who are passionate about helping people and building a rewarding advisory career.

Whether you are a fresh graduate, career switcher, or experienced professional, we provide the training, support, and ecosystem to help you succeed.

What You'll Do

Advise and Serve Clients

• Conduct financial reviews and needs analysis.
• Develop personalised strategies to help clients achieve their financial goals.
• Advise clients on:
• Wealth accumulation and preservation
• Protection and risk management
• Estate and legacy planning
• Business and corporate solutions

Build Your Client Base

• Develop and manage your own portfolio of clients.
• Build long-term relationships through ongoing reviews and servicing.
• Generate opportunities through networking, referrals, and client engagement activities.

Develop Specialist Expertise

As your practice grows, opportunities are available to deepen your 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 to enhance client outcomes.
• Build a sustainable and scalable advisory practice aligned with your goals.

What We're Looking For

• Strong interpersonal and communication skills.
• Passion for helping people achieve their goals.
• Entrepreneurial mindset and willingness to learn.
• Self-motivated and growth-oriented.
• Professional, ethical, and client-focused.

Experience in banking, sales, relationship management, consulting, insurance, or financial services is advantageous but not required.

What You'll Receive

• Comprehensive onboarding, structured training, and ongoing mentorship.
• Access to experienced specialists across investment, wealth management, business solutions, and estate planning.
• Business development support through marketing initiatives, client engagement campaigns, educational seminars, networking platforms, and strategic partnerships to help you grow your client base.
• Digital advisory tools and client engagement platforms.
• A collaborative ecosystem that supports your business growth and professional development.
• Flexible career pathways with opportunities to specialise in different advisory disciplines.
• Performance-based remuneration, incentives, and recognition.

Why Join finexis?

Whether you aspire to become a trusted adviser, specialist practitioner, or industry expert, finexis provides the platform, support, and opportunities to help you build a successful and meaningful career.

Build a practice. Create an impact. Grow your future.