Total 3 job vacancies by Finexis Advisory Pte. Ltd.

ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER?

Be ready to embark on a journey which offers you an exciting opportunity.

HERE’S A SHORT INTRO OF WHO WE ARE

Since our incorporation in 2005, finexis has grown to become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$1 billion. Our strategic partnerships, extensive portfolio of leading financial solutions, strength of more than 900 financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services.

WHAT TO EXPECT

We are looking for a creative and enthusiastic Marketing Intern to join our team. You will assist in executing digital marketing campaigns, creating social media content, and supporting day-to-day marketing operations.

To be successful in this role, you need to be eager to learn and grow in a fast-paced, collaborative environment. Ready to ditch the status quo and dive into something exciting? We want YOU!

WHAT YOU’LL DO

• Assist in managing the company’s social media platforms (e.g. Instagram, LinkedIn) to increase brand awareness and engagement
• Conceptualize and design marketing collaterals and digital campaigns (e.g. EDMs, posters, social media graphics
• Work with the marketing team and other departments to support campaign execution and brand initiatives
• Conduct simple market research and competitor analysis to support content ideas and positioning
• Ensure consistency in branding across content and communications
• Assist with other ad hoc marketing tasks and team support as required

WHO YOU ARE

• Pursuing a diploma or degree in Marketing, Communications, Business, or a related field • Good communication and writing skills
• Familiar with social media platforms and digital trends
• Basic design skills (e.g. Canva, Adobe Suite) or interest in content creation
• Proactive, willing to learn, and able to work independently when needed

ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER?

Be ready to embark on a journey which offers you an exciting opportunity.

HERE’S A SHORT INTRO OF WHO WE ARE

Since our incorporation in 2005, finexis has grown to become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$1 billion. Our strategic partnerships, extensive portfolio of leading financial solutions, strength of more than 600 financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services.

WHAT TO EXPECT

We are seeking a commercially driven and field-credible Assistant Manager, Training to support the execution of our 2026 training roadmap across three strategic pillars: Competency Uplift, Production & Sales Execution, and Culture & Professional Standards.

This role is designed for someone who understands agency realities - production pressure, recruitment challenges, licensing progression, and leadership development - and can translate business priorities into structured, outcome-driven training interventions.

This is not a classroom-based administrative role. It requires strong agency and sales experience, credibility with Financial Consultants (FCs) and Leaders, and the ability to drive measurable performance outcomes.

WHAT YOU’LL DO

1. Competency & CIS Licensing Drive

• Design and execute structured initiatives to improve CIS licensing rates and technical mastery

• Conduct hands-on mock practice sessions and confidence-building workshops

• Equip with basic analytics competency
  

2. Production & Capacity Building

• Develop practical, sales-focused modules that improve advisory conversations

• Translate technical knowledge into real client application

• Support initiatives that raise productivity benchmarks and professional standards
  

3. Culture & Professional Standards

• Reinforce long-term business building mindset over short-term activity

• Elevate professionalism, credibility and advisory standards

• Align training initiatives with organisational value and long-term vision

WHO YOU ARE

• Minimum 3-5 years in a financial advisory/insurance agency environment

• Deep understanding of licensing frameworks and advisory technical content

• Confident facilitator with FCs and Leaders

• Strong commercial mindset - training must translate into performance

• Highly organised with strong execution and follow-through discipline

BONUS

• Former producer or agency leader who understands ground realities

• Believes competency builds confidence and capacity builds income

• Outcome-focused, not activity-focused

• Energised by building people, systems and long-term capability

• Strong personal sales track records and/or agency leadership experience

WHAT’S IN IT FOR YOU

• Competitive remuneration

• Flexi-Benefits

• Hybrid work week

• A workplace environment that fosters collaboration and interactions with others

• Opportunity to work with various teams

ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER?

Be ready to embark on a journey which offers you an exciting opportunity!

HERE’S A SHORT INTRO OF WHO WE ARE

Since 2005, finexis has been more than just a financial services provider – we are lifelong confidantes, guiding clients through every stage of their financial journey. As the largest and fastest growing independently-owned financial advisory firm in Singapore, we are proud to have over 900 consultants and staff, $1 billion in assets under advisory, and strategic partnerships, that establish us as a market leader in personalised financial services.

We deliver tailored financial solutions in wealth management, investment planning, and risk management, all driven by our mission to impact lives beyond finance.

WHAT TO EXPECT

​We are on the lookout for energetic go-getters who are excited about building and nurturing relationships with high-net-worth individuals, families, and institutions. If you’re have a knack for spotting and developing new business opportunities in private wealth management space, we want you!

To be successful in this role, you should be someone with a solid background in business development—bonus points if it’s in private wealth management! You need to have a flair for relationship-building. If you’ve got a deep understanding of financial products, a grip on industry regulations, and a zest for making things happen, come join us in the world of wealth management!

WHAT YOU’LL DO

• Identify and develop new business pipelines within the High-Net-Worth (HNW) sector, expanding our reach and impact.
• Assist in preparing customized financial plans and presentations for potential clients.
• Act as the primary relationship manager, ensuring outstanding service for both new and existing clients.
• Oversee sales-related administrative tasks to support seamless operations.
• Respond promptly to client inquiries, providing professional and timely assistance.
• Build and nurture strong connections to drive long-term client retention and satisfaction.
• Stay ahead of industry trends, market developments, and competitor activities to uncover fresh business opportunities.
• Develop and implement innovative business development plans to expand the department’s clientele.
• Continuously review and refine internal processes to drive operational improvements.
• Work closely with internal teams to create and execute strategies that boost sales and client engagement.

Requirements:

• Diploma or Degree in business, finance, marketing, or a related field.
• Experience in business development and product marketing, preferably in the wealth management industry.
• Strong communication and negotiation skills, as well as language proficiency in Mandarin and English are also important for this role as this candidate will be required to converse with partners and network with Chinese speaking clients. Malay is a plus.
• Certifications in CMFAS modules M5, M9, M9A, HI