Wealth Solutions Consultant

About the Role

As an Wealth Solutions Consultant, you will build your career as a licensed consultant with Finexis, Singapore's largest independently owned financial advisory firm. 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 investments, 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. Comprehensive training, licensing support, and mentorship will be provided. Fresh graduates and career switchers are welcome.

Why Join Finexis?

• Join Singapore's largest independently owned financial advisory firm.
• 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.
• Progress into investment advisory, wealth planning, leadership, or business development.