Wealth Management Consultant

FINEXIS ADVISORY PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Singapore seeks a motivated individual to support distribution targets and agency management. Candidates should have strong customer service skills and knowledge of financial products, along with relevant CMFAS certifications. This role offers a hybrid work environment and competitive remuneration.

Benefits

Competitive remuneration

Flexi-Benefits

Hybrid work week

Collaborative workplace environment

Opportunity to work with various teams

Qualifications

• Ability to multitask and work under pressure.
• Strong knowledge of financial products.
• Prior experience managing agency teams preferred.

Responsibilities

• Support distribution targets, initiatives, and influence agency managers.
• Develop and achieve recruitment targets.
• Connect with key Sales Directors/Managers.

Skills

Customer service

Team collaboration

Communication

Education

CMFAS papers M5, M9, M9A, M8, M8A, HI

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 2005, finexis has been more than just a financial services provider – we are lifelong confidantes, guiding clients through every stage of their financial journey. As the largest and fastest growing independently-owned financial advisory firm in Singapore, we are proud to have over 900 consultants and staff, $1 billion in assets under advisory, and strategic partnerships, that establish us as a market leader in personalised financial services.

We deliver tailored financial solutions in wealth management, investment planning, and risk management, all driven by our mission to impact lives beyond finance.

WHAT TO EXPECT

We are on the hunt for a highly motivated individual with top-notch customer service skills who thrives on connecting with stakeholders. If you love supporting activities to drive distribution targets and working alongside a lively team of Agency Sales Managers and Directors, this is your chance!

To be successful in this role, you need to be a curious go-getter who isn’t afraid to shake things up and make waves. Ready to ditch the status quo and dive into something exciting? We want YOU!

WHAT YOU’LL DO

• Support Distribution targets, initiatives and influence a group of Agency Sales Managers or Directors
• Develop, support and achieve Distribution and Recruitment targets and initiatives
• Develop and recommend appropriate initiatives to drive and achieve sales targets, business plan, and various project KPIs.
• Connect and influence key group of Sales Directors/Managers

WHO YOU ARE

• Ability to multitask and work under pressure and remain agile in a fast-paced environment
• Possess M5, M9, M9A, M8, M8A, HI and CMFAS papers would be advantageous
• Strong knowledge of financial products and possess sales experience within the financial services industry
• Prior experience in engaging and managing agency team or agency managers preferred
• Resourceful and a strong team player
• Good communication and interpersonal skills

WHAT’S IN IT FOR YOU

• Competitive remuneration
• Flexi-Benefits
• Hybrid work week
• A workplace environment that fosters collaboration and interactions with others
• Opportunity to work with various teams