Wealth Management Associate

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
• Investment planning
• Protection and risk management
• Retirement planning
• 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:

• Investment Advisory
• 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.

General advice disclaimer (https://www.finexis.com.sg/general-disclaimer.html)