Total 27 job vacancies by Finexis Advisory Pte. Ltd.

About this role:

We are looking for an Events Executive who will be in charge of conceptualizing, plan and manage pre, during and post events / webinars. This role requires someone who is a team player and able to lead and manage various stakeholders independently. This role will report directly to Head of Distribution.

Responsibilities:

• Conceptualize, Plan and Manage Pre, During Post Events/Webinars
• Plan and organize the outreach and marketing of the events/webinars
• Develop collaterals and materials for marketing of the events/webinars
• Execute the concepts through the various platforms and channels
• Liaise with stakeholders to gather feedback for the event/webinar/team
• Provide support to other project teams where necessary.
• Monitor results closely and create detailed reports with data analysis and other feedback
• Adjust marketing plans as needed in response to data tracking efforts
• Any other ad-hoc duties

Requirements:

• Candidate must possess at least a Diploma/Advanced/Higher/Graduate Diploma in any field
• Detail-oriented with a strong desire to be successful
• Able to think creatively and problem-solve in high-pressure situations
• Must possess a strong work ethic as well as a dedicated and positive attitude
• Excellent oral and communication skills
• Must be able to work independently and also be team-oriented and able to work collaboratively with strong interpersonal skills; professional at all times, with co-workers and vendors
• Experience in executing events and online meetings like Teams, Webinar or Zooms

About this role:

We are seeking a detail-oriented Contract Administrative Assistant to support our team on a temporary basis. The role involves providing administrative support to ensure smooth office operations. The ideal candidate will be organized, efficient, and adept at handling various tasks.

Responsibilities:

• Manage general enquiries, emails, and correspondence.
• Schedule appointments and meetings.
• Assist in preparing reports and documents.
• Maintain filing systems and databases.
• Provide general administrative support.

Requirements:

• Strong organizational and multitasking abilities.
• Excellent communication skills, both verbal and written.
• Proficiency in MS Office.
• Ability to work independently and meet deadlines.

Note: This is a contract position with the opportunity for extension based on performance and business needs.

About this role:

We are looking for a Receptionist and this person will embody the face and brand image of our company, ensuring quality services that translate into high levels of customer satisfaction for both our internal staff and external clients.

Collaborating closely with the Head of Distribution Support and the team, this person will oversee the general office and facilities, as well as internal services at the corporate level and external liaison activities with our vendors and partners.

Responsibilities:

• Serve as the primary contact for general office administrative tasks
• Manage and coordinate booking of meeting rooms and lockers
• Deliver exceptional reception and visitor services, including greeting visitors, directing them to meeting rooms, providing refreshments, and handling phone or email inquiries
• Perform proper access card issuance
• Assist to draft internal email communications when needed
• Assist in email broadcastings
• Oversee office supplies (pantry, conference room, and team-specific needs), liaising with the Cleaner for maintenance and ensuring overall office cleanliness and tidiness
• Provide administrative support across departments, including tasks like collecting, sorting, and distributing incoming mail, as well as scanning documents when required
• Handle and maintain the company’s Personal Assistants/Admins register
• Assist in administrative tasks, including data entry and filing
• Maintain a tidy and organized reception area
• Assist with administrative tasks as needed
• Preparation of reports if need be

Requirements:

• Minimally a Diploma or equivalent qualification
• Demonstrate a service-oriented attitude and a growth mindset, consistently delivering high-quality work
• Possess excellent communication and interpersonal skills
• Ability to work independently, multitask, and effectively prioritise tasks
• Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)

About this role:

We are looking for an Administrative Assistant (1-year contract) who will be part of our Policy Services team. This role will be assisting to provide administrative support for the Policy Services team’s daily activities and ensure smooth transaction for daily operations. This role requires someone who is analytical and meticulous. This role will also be reporting to the Senior Manager, Policy Services.

Responsibilities:

• Manage daily processing and administrative duties required for a smooth-running process for Life and Investment
• Checking of KYC and partners' forms or documents and ensure it meets the requirements
• Handle internal and external enquiries (emails and phone calls) and be able to support and ensure customer satisfaction
• To ensure the accuracy of data input and upkeeping of records
• A keen eye to streamline work process and improve operational workflow to keep the way of doing things current and relevant
• Be able to work with the team and or other stakeholders to ensure seamless business execution and to improve or develop digital solutions and testing in UAT where required
• Assist and support any ad-hoc projects or duties assigned by the Team Leader or Manager

Requirements:

• Minimum Diploma or equivalent qualification
• Experience in the life/ health insurance industry would be advantageous
• Proficiency with Microsoft Office, especially in Excel, Word and Outlook
• Possess good email etiquette with a customer-oriented mindset
• Ability to multitask and handle work pressure with a positive and can-do attitude
• Team player with good verbal and written communication skills to collaborate and achieve the desired outcome
• Self-motivated and able to work independently and meet tight timelines

Job Highlights:

• Competitive Remuneration (Commission + Package + Incentive)
• Coaching/Mentoring to MDRT
• Fast Track to Management

About this role:

As a Wealth Management Consultant, you will help clients accomplish financial objectives by assessing the client’s financial situation; develop and present financial strategies/plans and provide advisory services in protection and risk management throughout their whole life cycle. You will also provide investment advisory services to clients with the aim to grow their money through various investment strategies.

Successful candidates will be placed on a mentorship programme to equip you with the knowledge and skills to succeed in your business. Utilize finexis unique fintech solutions to automate client relations and generate solutions using artificial intelligence. Candidates with strong leadership qualities will be fast tracked for management. Build your career with us now!

Established in 2005, finexis is a market leader in the financial advisory industry. Join an award-winning firm with ~800 active consultants whose average productivity exceeds 6 figure. As a wholly owned firm, finexis is truly independent, thus providing unbiased advice in its client-centric approach.

You will be responsible and involved in:

• Client acquisition through various prospecting strategies
• Participate in business development activities relating to Financial Planning
• Review prospective/existing client portfolio
• Propose solutions and planning for client investment and insurance needs
• Client Management and Retention
• Attend and respond to customer queries professionally

Benefits:

• Competitive compensation package with the highest commission in market
• Incentive trips from company and partners
• Access to cutting-edge financial tools and resources

Requirements:

• 21 years old and above (based on MAS requirements)
• Singapore Citizens or Permanent Residents
• A local Diploma/Degree, preferably in Business or Finance related
• Passion in Investment/Financial Planning/Personal Finance/Wealth Management

Who we are looking for:

• Entry level candidates
• Mid-Career Switchers - Candidates looking to build a long-term career with us and have control over your variable remuneration which allows you to achieve financial freedom.

Experienced candidates in the financial services sector are welcome to apply and transition support will be provided.

Job Highlights

• Competitive Industry Remuneration
• Strong Company Culture and Support
• Strong IT infrastructure

About the role:

Are you a thriving financial advisor ready to elevate your career? Do you have a passion for leadership, a clear vision for success, and the drive to build and lead a highly successful team? If so, we are looking for an exceptional individual like you!

As a Team Leader (Financial Advisory) at finexis advisory, you will spearhead the development of an award-winning team specialising in a diverse range of financial products. With access to our extensive network of 19 Life Insurance Partners, 27 General Insurance Partners, and 48 Fund Houses through 4 Investment platforms, you’ll have the resources to create unparallel financial strategies.

Key Responsibilities:

• Lead and develop your team by maintaining the highest standards of ethics and professionalism through our advanced training and IT platform
• Actively participate in company-level initiatives to stay at the forefront of the financial advisory industry
• Recruit and mentor your downline, guiding them to replicate your success

Why Join Us:

• Competitive compensation package, offering the highest remuneration in market
• Fast track to Directorship for high performers.
• Incentive trips from company and our valued partners
• Access to cutting-edge financial tools and resources

Requirements:

• 21 years old and above (based on MAS requirements)
• Singapore Citizens or Permanent Residents
• A local Diploma/Degree, preferably in Business or Finance related
• Passion in Investment/Financial Planning/Personal Finance/Wealth Management

Who we are looking for:

Experienced FAA licensed Representatives (3 to 5 years in Insurance, Banking, Financial Advisory, Broking industry). Transition Support will be provided for the team.

About this role:

We are looking for a highly motivated individual with a knack for customer service and able to listen, engage, and communicate well with the respective stakeholders. This person will be someone who will help in supporting our Distribution targets and initiatives as well as oversee & influence a group of Agency Sales Managers or Directors. He / She has to be comfortable working independently to solve problems and be resourceful. If you are someone who is not satisfied with the status quo and curious, we want YOU!

Responsibilities:

• Support Distribution targets and initiatives and oversee and influence a group of Agency Sales Managers or Directors
• Achieve Distribution Production & Recruitment Targets
• Develop and Support Distribution Targets and Initiatives
• Develop and recommend appropriate initiatives to drive and achieve sales targets, business plan, and various project KPIs.
• Connect and influence key group of Sales Directors/Managers

Requirements:

• Must have M5, M9, M9A, M8, M8A, HI CMFAS papers
• Good BSC grading
• Clean compliance record with no complaints
• Prior experience engaging and managing agency team or agency managers
• At least 3 years of relevant experience in the Finance Industry, with at least 1 year in sales
• A good understanding of the FA market, product knowledge, and good analytical skills will be advantageous

About this role:

This role will be a 6-month contract position with the possibility of conversion to a full-time role. The incumbent will be part of a team to support effective and efficient operations of the Human Resource Department.

Are you someone who have a passion for people and love interacting with different stakeholders? If your answer is yes, we want YOU!

Responsibilities:

Recruitment

• Assist in full spectrum of recruitment processes (eg. posting of vacant positions on job portals, screening of resumes, scheduling interviews, conducting reference checks, preparation of Letter of Appointment)
• Administer the Work Pass (WP, S Pass, EP) application, renewal and cancellation

Onboarding & Offboarding

• Onboard new hires when they join the company
• Offboard employees when they resign

Compensation & Benefits

• Involve in the implementation of the benefits and welfare programs of the company
• Acts as a liaison between the organization and external medical benefits providers and vendors

Employee Engagement

• Assist in the company-wide employee relation and employee engagement activities
• Collaborate with various stakeholders on the preparation of company events

Administration

• Assist in knowledge and database management within the HR department. This includes assisting with process enhancements and maintaining proper filing system, including data management and file sharing
• Attend to employees’ queries on various HR-related matters
• Support in all ad-hoc activities and HR related matters as and when needed

Requirements:

• Comfortable working in a fast-paced and dynamic environment
• Preferably good knowledge of the Singapore Employment Act and the Singapore Labour Law
• Excellent verbal and written communication skills
• Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism and diplomacy
• Meticulous and analytical
• Self-driven and able to work independently under tight deadline

About this role:

This role provides the financial leadership and governance for a portfolio of companies to ensure the day-to-day finance operational and reporting activities operate within the internal control framework. This position requires someone who possess a passion for process, structure and a keen eye for detail. The Assistant Manager, Finance understands the instrumental role that finance and accounting plays in business success and enjoys being part of a fast-moving and dynamic team. You will report directly to the Manager, Finance.

Responsibilities:

• Manage day-to-day finance operation, accounting and banking activities of a portfolio of companies to deliver the financial stewardship;
• Ensure timely and accurate month-end and year-end financial closing with preparation of analytical review, cashflow analysis, accounting schedules and bank reconciliation;
• Participate in planning, budgeting and forecasting;
• Ensure compliance of financial records and controls with corporate, statutory & regulatory requirements;
• Lead external audit and prepare Financial Statements;
• Handle corporate secretarial activities;
• Proactively document, review and suggest improvement to finance process and governance practices to stay effective and efficient;
• Provide team leadership to guide and grow junior members
• Undertake assignments as and when required

Requirements:

• Degree in Accountancy, Finance, or related disciplines; accountancy qualification preferred;
• 5 years of working experience gained in finance operation, reporting and/or controlling roles within business environments with progressive finance practices;
• Strong technical proficiency in accounting with a solid understanding of financial control and corporate governance principles
• Excellent verbal and written communication skills, enabling effective collaboration with team members and the ability to influence outcomes
• Adaptable and thrive in dynamic, results-oriented environments, with a track record of delivering high-quality work under pressure
• Capable of working independently on tasks and projects, while also being a team player who can contribute effectively to group initiatives and goals

In this position, you will be an individual contributor and eventually manage / lead a small team in the future. You are expected to work closely with Distribution team in driving partnership sales and operational delivery respectively. You will be expected to develop and support the delivery of a high-quality service to UHNW / HNW clients and intermediaries and carry out administrative tasks to coordinate and act as liaison for operational and administrative issues, as appropriate for the Singapore region.

In order to be successful in this position, you will also need to administer all post-sales requests, liaising with personnel from Head Office, and ensure that these are processed within agreed service level with adherence to compliance requirements.

Responsibilities:

• Prepare insurance quotes for prospective clients and maintain agreed service standards for emails and telephone enquiries from Distributors.
• Ensure smooth process during clients’ new insurance applications, including but not limited to Universal Life, as well as after-sales requests.
• Liaise between insurance companies, bank partners and service providers to ensure smooth process of applications and after-sales process.
• Negotiate with insurance companies for the best offers, in the interests of clients.
• Support Distributors in their business building initiatives.
• Provide weekly statistical reporting for internal stakeholders.
• Other duties as assigned.

Requirements:

• Relevant case management experience with Life Insurance Broker or Life Insurer.
• Ability to multitask and work under extreme deadlines.
• Excellent interpersonal skills, highly organized and proactive in following up cases and also daily work.
• Effectively cope with change, can shift gears comfortably, able to handle uncertainty

About this role:

We are looking for driven individuals to contribute to building our agency force and fostering a thriving culture. This role offers growth opportunities in recruitment and across other facets of our business.

If you possess the determination, energy and enthusiasm to thrive in this capacity, we encourage you to apply and embark on a fulfilling journey with us.

Responsibilities:

• Build a collaborative and cohesive agency community, through recruitment and cultural initiatives.
• Leverage your network to identify and attract talented individuals.
• Collaborate with hiring managers to understand recruitment needs and priorities.
• Devise and execute effective recruitment strategies aligned with organizational objectives.
• Engage in networking and campus events to broaden the talent pool.

Qualifications:

• Fresh graduates are encouraged to apply
• Prior experience in recruitment, encompassing campus recruitment, internships and interviewing is advantageous
• Proficiency with contemporary recruitment practices and tools
• Exceptional interpersonal and influencing abilities
• Pro-active and results-driven mindset

What to expect:

We are looking to nurture and grow young, energetic individuals to join our talent pool. For this season, we are looking to bring in 2 Management Trainees.

Successful candidates will take on challenging projects and portfolios to develop strengths and capabilities, and be exposed through rotations across core business/enabling functions within the corporate function of finexis. The objective is to provide candidates with personal and professional development opportunities, and groom candidates to be our company’s future leaders.

As agency distribution is a key business area of the company, key rotations could be made to recruitment, agency management and related areas.

There will be ongoing mentorship opportunities with experienced managers and senior leadership.

Responsibilities:

• Acquire experience from ground level and gain experience in key business areas
• Join the planning, and subsequently execute strategies to bring about key results and revenue
• Assist the management in various corporate roles and matters, e.g. organising events, and take over key roles in due time
• Contribute and lead in cross-functional projects

Qualifications:

• Self-starter, resourceful, willing and able to learn fast
• Degree/Diploma graduates (within 6 years of graduation) with good CCA/work track records are welcome to apply
• Strong ability to communicate and work with various stakeholders – whether senior management, colleagues or team members
• Strong familiarity with the financial advisory industry
• Working experience and exposure to financial advisory sales / recruitment are advantageous

Your Path to Success: Advisory Manager to Director Level

Unleash Your Potential | Secure Your Future | Embrace Rewards

About Us:

Are you ready to embark on a thrilling journey within the dynamic world of financial advisory? Join us, a trailblazing company committed to nurturing talent and propelling careers to remarkable heights.

Position: Accelerated Business Development Executive

As an entry-level candidate with a passion for the financial advisory landscape, we invite you to step into the role of Accelerated Business Development Executive within our Business Unit. This role is your gateway to an exciting trajectory, where you'll swiftly evolve into a well-rounded Financial Advisory Manager within 2 years. The path doesn't

end there; envision yourself reaching the pinnacle as a director within 3 to 5 years.

Why Choose Us?

• Generous Monthly Salary with CPF Contribution
• Lucrative Incentive Structure
• Thriving and Dynamic Work Environment

Exposure and Growth:

Your journey with us is marked by comprehensive training and immersion across pivotal domains, including:

• Sales Advisory
• Talent Recruitment
• Skillful Staff Management
• Seamless Day-to-day Operations
• Effective Training and Competency Development

Qualifications:

• Possess at least a Diploma in any discipline
• Demonstrate a genuine interest in financial markets, wealth management products, and industry news
• Radiate strong leadership qualities
• Thrive as a team player, collaborating seamlessly with diverse individuals
• Exhibit exceptional organizational and communication aptitude

Elevate Your Aspirations:

If you're an aspirant who hungers for success in the financial advisory realm, we're eager to meet you. Seize this golden opportunity to set your career on an accelerated path, transforming from an eager Business Development Executive into a seasoned Advisory Manager and ultimately ascending to the coveted Director level. Your journey starts now.

Join us today to ignite your future.

About this role:

We are looking for individuals who are passionate about helping clients optimize their wealth through the identification and recommendation of suitable investment products. As a member of our team, you will work closely with our agency force to provide financial advice and services to clients, and assist with the management of client relationships. We are seeking team players who can contribute financial and wealth planning ideas and are committed to being part of a bigger mission.

The Business Development Executive (Private Wealth Management Services) is responsible for promoting and improving finexis advisory's private wealth management services, with a focus on increasing the company's competitiveness in the FA industry.

Responsibilities:

• Assist with the preparation of financial plans and presentations for clients
• Respond to client inquiries
• Conduct market research to develop new product propositions
• Work with cross-functional teams, agency force, and partners to promote cross-border financial services and ensure smooth execution of initiatives
• Staying up-to date with industry trends and developments related to the Company’s products and services

Requirements:

• Diploma or Degree in business, marketing, or a related field
• Experience in business development and product marketing, preferably in the wealth management industry
• Strong communication and negotiation skills
• To fulfil your responsibilities, you will need to obtain approval to be an appointed representative to conduct financial advisory services

Summary:

Ready to build our followers and fuel our brand's growth? We're seeking a passionate and adaptable Digital Marketing Specialist to join our dynamic team.

You'll be a strategic thinker who thrives in a fast-paced environment, using your diverse digital marketing skills to connect with our audience, build engaged followers, and drive measurable results.

Responsibilities:

• Develop and execute comprehensive digital marketing strategies, including media buying, social media management, content marketing, and conversion optimisation.
• Craft compelling content that resonates with target audiences and drives engagement across various platforms.
• Manage social media presence, creating engaging posts, monitoring performance, and analysing audience growth & engagement metrics.
• Plan and execute paid advertising campaigns across platforms like Google Ads and Facebook Ads, optimising plans & budgets for follower growth and engagement.
• Analyze campaign data, identify insights, and recommend actionable strategies for improvement.
• Collaborate with internal teams (design, content creation, sales) to ensure seamless campaign execution.
• Stay informed about the latest digital marketing trends, algorithms and technologies, proactively suggesting strategies for implementation.

Requirements:

• 2+ years of experience in a digital marketing role, with demonstrated success in at least two of the following areas: Media buying (PPC, Programmatic), Content marketing, Social media management
• Proficiency in various digital marketing tools and platforms (e.g., Google Analytics, Facebook Ads Manager, LinkedIn Campaign Manager, social media analytics platforms etc.)
• Excellent written and verbal communication skills, with the ability to create engaging content and present data-driven insights.
• Strong analytical and problem-solving skills, with the ability to identify trends and optimize campaigns for performance.
• A proactive and self-motivated individual with a passion for learning and innovation.
• Ability to work independently and manage multiple projects simultaneously.
• Candidates with demonstrated success in leading and managing teams & campaigns may be considered for senior or lead roles.