Job description
Elevate your career as a Salaried Investment Wealth Planner at Finexis Advisory in Singapore. You will review and optimize client investment portfolios with AI-assisted analysis, translating insights into structured, actionable plans that drive long-term wealth outcomes.
As part of our high-performing wealth advisory team, youâll design personalized investment strategies, guide clients through market cycles, and deliver clear financial planning recommendations that align with individual goals, risk tolerance, and time horizons. Youâll partner with senior advisors to implement asset allocation adjustments, monitor performance, and provide ongoing education to clients about retirement planning, tax-efficient investing, and risk management.
We offer a collaborative environment that embraces fintech tools, AI-enabled analytics, and best-in-class advisory practices. Youâll have access to ongoing training and professional development to advance your career in wealth management while building trusted client relationships that deliver measurable results.
What youâll do daily includes staying informed about market trends, regulatory developments, and product innovations to provide timely, compliant advice. Youâll maintain meticulous client records, prepare performance reports, and participate in client meetings with a professional, client-centric approach. This role is ideal for ambitious professionals who are passionate about helping individuals achieve financial security and long-term prosperity.
Finexis Advisory is committed to your growth and success, offering competitive compensation and a clear path to senior roles within our wealth planning practice.
Responsibility
- Conduct comprehensive client portfolio reviews using AI-assisted analytics to identify optimization opportunities and performance enhancements.
- Design and implement personalized wealth plans aligned with client goals, risk tolerance, time horizon, and liquidity needs.
- Collaborate with senior advisors to implement asset allocation strategies, rebalancing, and tax-efficient investment methods.
- Provide clear, proactive financial guidance and education to clients, including retirement planning, estate considerations, and risk management.
- Maintain accurate client records, monitor portfolio performance, and prepare regular performance reports and reviews.
- Leverage Finexisâ AI tools and fintech platforms to enhance advisory outcomes while ensuring regulatory compliance.
- Build and nurture long-term client relationships, identifying opportunities for cross-sell and service expansion.
Qualification
- Bachelorâs degree in Finance, Economics, or a related field; professional designations such as CFP or CFA are preferred.
- Minimum 2 years of experience in wealth management, financial planning, or advisory services.
- Strong knowledge of investment vehicles, asset allocation, diversification, and risk management.
- Proficiency with financial planning software, CRM systems, and data visualization tools; comfort with AI-driven analytics.
- Excellent communication and presentation skills; ability to translate complex concepts into client-friendly guidance.
- Solid understanding of Singapore regulatory environment (MAS guidelines) and fiduciary responsibilities.
- Proven track record of building trusted client relationships and achieving measurable outcomes.