- Experience
- Any
- Salary
- —
- Openings
- 1
- Posted
- 47 minutes ago
- Work mode
- In office
- Resume
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Job description
About the Company
Established in 2005, finexis advisory Pte Ltd is a prominent Singaporean financial advisory firm licensed by the Monetary Authority of Singapore. Managing assets close to SGD 2 billion, the company boasts over 1,000 financial consultants and support personnel. Through strategic partnerships with 79 international fund houses, 19 major life insurers, and 32 general insurers, it delivers a diverse array of financial solutions customized to individual client requirements.
Role Overview
The position is a full-time, on-site Financial Advisor role based in Singapore. Responsibilities include delivering comprehensive financial advisory services such as financial planning, retirement solutions, and investment guidance. The incumbent will regularly evaluate clients' financial status, formulate personalized financial strategies, and nurture enduring client connections. Duties also encompass conducting client consultations, scrutinizing financial information, and remaining current on market developments and financial products.
Qualifications
- Expertise in financial planning and advisory services
- Solid understanding of finance, investments, and retirement planning principles
- Strong analytical and problem-solving capabilities
- Exceptional communication and interpersonal skills
- Proven ability to establish and sustain client relationships
- Possession of certifications such as Certified Financial Planner (CFP) or equivalent is advantageous
- Previous experience in financial advisory or related fields is favorable