Job Description

Company Description

Since our incorporation in 2005, finexis advisory Pte Ltd has become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$2 billion. With strategic partnerships and an extensive portfolio of leading financial solutions, finexis has over 1,000 financial consultants and support staff. We offer a comprehensive range of financial solutions, aiming to impact lives beyond finance by tailoring solutions to meet each client's unique needs. Our partnerships include over 79 international fund houses, 19 major life insurers, and 32 general insurers, enhancing our ability to fulfill diverse client needs.

Role Description

This is a full-time, on-site role for a Financial Advisor located in Singapore. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and overall financial advisory services. Daily tasks include assessing clients financial situations, developing tailored financial plans, and maintaining long-term client relationships. The role involves regular client meetings, analysis of financial data, and staying updated on financial products and market trends.

Qualifications

Proficiency in Financial Planning and Financial Advisory
Knowledgeable in Finance, Investments, and Retirement Planning
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills
Ability to build and maintain client relationships
Relevant certifications such as CFP (Certified Financial Planner) or equivalent are beneficial
Experience in financial advisory or related field is a plus