Wealth Management Associate

finexis advisory Pte Ltd

Full-time Other-General
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Location
singapore, singapore, Singapore
Posted
July 25, 2026

Job Description

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 plann...