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Jobs or company...

Wealth Management Consultant

Salary undisclosed

Apply on

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  • Are you looking to build a strong career progression in the financial advisory industry?
  • Are you looking to have a high income far exceeding your peers?
  • Are you driven and self-motivated for success?

If so, then we are looking for you!

About this role:

As a Wealth Management Consultant, you will help clients accomplish financial objectives by assessing the client’s financial situation; develop and present financial strategies/plans and provide advisory services in protection and risk management throughout their whole life cycle. You will also provide investment advisory services to clients with the aim to grow their money through various investment strategies.

Successful candidates will be placed on a mentorship programme to equip you with the knowledge and skills to succeed in your business. Utilize finexis unique fintech solutions to automate client relations and generate solutions using artificial intelligence. Candidates with strong leadership qualities will be fast tracked for management. Build your career with us now!

Established in 2005, finexis is a market leader in the financial advisory industry. Join an award-winning firm with ~900 active wealth managers whose average productivity exceeds 6 figure. As a wholly owned firm, finexis is truly independent, thus providing unbiased advice in its client-centric approach.

You will be responsible and involved in:

  • Client acquisition through various prospecting strategies
  • Participate in business development activities relating to Financial Planning
  • Review prospective/existing client portfolio
  • Propose solutions and planning for client investment and insurance needs
  • Client Management and Retention
  • Attend and respond to customer queries professionally

Benefits:

  • Competitive compensation package with the highest commission in market
  • Incentive trips from company and partners
  • Access to cutting-edge financial tools and resources

Requirements:

  • 21 years old and above (based on MAS requirements)
  • Singapore Citizens or Permanent Residents
  • A local Diploma/Degree, preferably in Business or Finance related
  • Passion in Investment/Financial Planning/Personal Finance/Wealth Management

Who we are looking for:

  • Entry level candidates
  • Mid-Career Switchers - Candidates looking to build a long-term career with us and have control over your variable remuneration which allows you to achieve financial freedom.

Experienced candidates in the financial services sector are welcome to apply and transition support will be provided.

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