Personality-Based Wealth Consultant

Company Overview

finexis advisory is one of the largest independently-owned financial advisory firms in Singapore. We specialise in comprehensive wealth management for both individual and corporate clients. With support from global partners and a focus on developing quality consultants, we aim to be the preferred financial advisory firm in Singapore and the region.

Job Summary

As a Personality-Based Wealth Consultant, you will be trained to help individuals understand how their personality and decision-making patterns influence their financial, career, and life planning choices. You will guide clients to make confident, aligned decisions during uncertain markets and life transitions.

Responsibilities

• Conduct wealth and behavioural profiling to identify clients’ decision-making patterns related to money, career, and risk
• Facilitate client conversations to articulate financial goals, concerns, blind spots, and priorities
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