Wealth Planner: AI-Driven Investments & Client Strategy

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

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