4 days ago Be among the first 25 applicants
Direct message the job poster from finexis advisory Pte Ltd
Overview
For C-Suite, By C-Suite | Top 1% of Global Wealth Advisors | Top Mentor in Top FA Firm | So in everything, do to others what you would have them do…
If you wish to be mentored by the top mentor, in the top team, of the top FA in Singapore…. Read on.
Company Description
Established in 2005, finexis advisory Pte Ltd is the leading independently-owned financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, supporting more than 1200 consultants. finexis is the founding member of Ascend Asia, Singapore’s premier holding firm committed to growing its open-architecture platform to provide best-in-class solutions for clients.
Role Description
This is a full-time role for a Financial Consultant.
You will be trained, guided and be responsible to:
- reach out to potential clients
- share about our 4-step financial optimization process
- understand clients’ financial situation and needs
- uncover clients’ blindspots through a comprehensive gap analysis process
- design and recommend a comprehensive gap-closure strategy with best-in-class solutions
- seed and have authentic conversations with clients for personal introductions to target markets
- review clients’ progress towards their goals
The role is based in Singapore with the flexibility for remote work.
Fit
As a top-producer, I am looking to mentor experienced and aspiring consultants who want to plan in their clients’ best interests.
- The ideal candidate wants to:
- help others achieve financial freedom through optimization
- deliver holistic planning to their client, and not pitch products
- be valued as a highly-respected professional, breaking stigmas that are associated with the finance industry
- build a career without limits, KPIs, performance appraisals, office politics and retrenchments
- enjoy total work-life control, without being subject to bosses’ directives
Qualifications
- keen to learn
- self starter with strong sense of ownership
- values-centred
- solid reputation amongst personal network
- good communicator and interpersonal skills
- minimum GCE A’ Levels or Diploma from a Singapore-based Polytechnic
- Note: Only Singaporean Citizens or Permanent Resident are eligible
Seniorities
- Entry level
Employment type
- Full-time
Job function
- Finance and Sales
Referrals increase your chances of interviewing at finexis advisory Pte Ltd by 2x
Get notified about new Financial Services Consultant jobs in Singapore .
Related roles
- AVP/VP, Business Analyst, Technology Group
- Business Analyst (Change Management Manager)
- Management Consultant, Private Banking (AML/KYC)
- Finance Transformation (Financial Services) Consultant / Senior Consultant, Business Consulting
- Business Analyst (Trading), Assistant Vice President
- Cyber Security (Financial Services), Consultant/Senior Consultant, Technology Consulting
- Financial Services Risk Management Senior Consultant (Financial Crime Compliance), RC
- Business Analyst (Finance Systems & Billing)
- Legal Consultant - Financial Services (Technology)
- Wealth Asset Management, Consultant/Senior Consultant (Financial Services), Consulting
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr