Financial Planning Consultant

About the Company

finexis advisory Pte Ltd is a prominent Singapore-based financial advisory firm licensed by the Monetary Authority of Singapore, managing nearly S$2 billion in advisory assets. With the support of over 1,000 consultants and staff, the firm offers comprehensive, personalized financial solutions designed to meet clients’ evolving needs. Their approach emphasizes listening attentively to clients to provide solutions that balance financial security and personal aspirations. finexis partners with global fund houses, insurance providers, investment platforms, and banks, leveraging its 3i philosophy—Imagine, Implement, Involve—to guide clients through a thorough, long-term financial planning journey.

Role Overview

This full-time position is based in Singapore with a hybrid work setup, allowing the consultant to balance remote and office work. The Financial Planning Consultant is responsible for collaborating directly with clients to understand and analyze their financial goals and current situations. Tailoring plans across protection, wealth growth, retirement, and legacy planning is key to the role. Primary duties include conducting financial needs assessments, recommending appropriate products from a diverse portfolio, preparing proposals and reports, and regularly reviewing client plans to ensure alignment with their evolving objectives.

Responsibilities

• Engage clients to identify financial targets and evaluate their current financial landscape.
• Develop and customize financial plans covering protection, wealth accumulation, retirement, and legacy strategies.
• Recommend suitable financial products and services from a broad range of solutions backed by strategic partners.
• Prepare detailed proposals and reports that clearly articulate recommended strategies.
• Regularly review and adjust plans based on clients’ changing needs and market conditions.
• Stay updated on market trends, financial regulations, and product offerings.
• Maintain accurate records and documentation for compliance and quality assurance.
• Collaborate with internal teams and external partners to elevate client service standards.
• Build and nurture long-standing client relationships, providing ongoing education to promote financial literacy.
• Embody finexis’ philosophy of delivering impact that extends beyond finance.

Qualifications and Skills

• Solid knowledge foundation in financial planning and services, with a capacity for designing client-centered financial solutions.
• Experience or thorough understanding of retirement planning, focusing on sustainable income generation and wealth protection.
• Competency in investment and financial concepts, able to simplify discussions around risk, returns, and diversified portfolios.
• Relevant educational background such as a degree or diploma in Finance, Business, Economics, or allied disciplines.
• Professional certifications like CFP, ChFC, or equivalents are a plus.
• Strong communication and interpersonal acumen to foster trust and establish enduring client relationships.
• Excellent analytical, numerical aptitude, and problem-solving skills, with a commitment to confidentiality and accuracy.
• Proactive, goal-driven personality comfortable with a performance-oriented work setting, balancing autonomy and teamwork.
• Eligibility to work in Singapore, coupled with flexibility for a hybrid working model.