Wealth Planning Executive

About the Role

With access to solutions from 19 leading insurers and investment providers, you'll be equipped to provide objective, client-centric financial advice tailored to each client's unique needs. Your role is to help clients understand their objectives, evaluate suitable solutions, and translate them into practical strategies.

This is a client-facing investment role for individuals who enjoy learning about wealth management, comparing different approaches, and helping people make informed financial decisions.

What You'll Do

• Understand clients' investment goals, time horizons, and risk preferences.
• Evaluate and compare investment solutions across different providers.
• Review existing portfolios for concentration, duplication, diversification, and alignment gaps.
• Develop investment strategies by combining suitable solutions rather than recommending products in isolation.
• Explain investment recommendations and risks in clear, practical terms.
• Support clients through market changes and conduct regular investment reviews.
• Stay informed on market developments, investment themes, and available solutions.

Who We're Looking For

✔ Minimum local Diploma or Degree (all disciplines welcome)

✔ Strong interest in investments, markets, and wealth management

✔ Self-driven, curious, and eager to learn

✔ Comfortable working directly with clients

No prior financial advisory experience is required. Fresh graduates and career switchers are welcome.

Why Join Finexis?

• Access solutions from 19 leading insurers and investment providers rather than being limited to one provider.
• Receive structured training, one-to-one mentorship, and continuous professional development.
• Use AI-powered tools to support investment and portfolio analysis.
• Develop expertise across investment solutions, portfolio strategy, and client advisory.

Job Types: Full-time, Permanent, Fresh graduate

Pay: From $5,000.00 per month

Benefits:

• Flexible schedule
• Parental leave
• Professional development
• Work from home

Education:

• Local Polytechnic Diploma (Preferred)

Work Location: Hybrid remote in Singapore 049319