Financial Consultant

If you wish to be mentored by the top mentor, in the top team, of the top FA in Singapore…. Read on.

About finexis advisory Pte Ltd

Established in 2005, finexis advisory Pte Ltd is Singapore’s leading independently‑owned financial advisory firm, licensed by the Monetary Authority of Singapore(MAS), supporting more than 1,000 consultants. As the founding member of Ascend Asia, finexis operates on a true open‑architecture platform, allowing consultants to prioritise clients’ interests without being limited by proprietary constraints.

The Opportunity

• embark on meaningful conversations with potential clients
• guide clients through our 4‑step financial optimization process
• understand clients’ financial situation and needs
• uncover clients’ blindspots through a clear and comprehensive gap analysis process
• design and recommend a robust gap‑closure strategy coupled with best‑in‑class solutions
• devel...