Wealth Management Associate
Help Clients Achieve Their Goals. Build a Career with Purpose.
At finexis, we believe great advisers do more than recommend solutions. They build trusted relationships, guide clients through important life decisions, and help them achieve long-term financial confidence.
We are looking for driven individuals who are passionate about helping people and building a rewarding advisory career.
Whether you are a fresh graduate, career switcher, or experienced professional, we provide the training, support, and ecosystem to help you succeed.
What You'll Do
Advise and Serve Clients
- Conduct financial reviews and needs analysis.
- Develop personalised strategies to help clients achieve their financial goals.
- Advise clients on:
- Wealth accumulation and preservation
- Investment planning
- Protection and risk management
- Retirement planning
- Estate and legacy planning
- Business and corporate solutions
Build Your Client Base
- Develop and manage your own portfolio of clients.
- Build long-term relationships through ongoing reviews and servicing.
- Generate opportunities through networking, referrals, and client engagement activities.
Develop Specialist Expertise
As your practice grows, opportunities are available to deepen your expertise in areas such as:
- Investment Advisory
- Wealth Management
- Business Owner Solutions
- Retirement Planning
- Legacy and Estate Planning
Grow Your Professional Practice
- Participate in training and development programmes.
- Leverage technology and specialist support to enhance client outcomes.
- Build a sustainable and scalable advisory practice aligned with your goals.
What We're Looking For
- Strong interpersonal and communication skills.
- Passion for helping people achieve their goals.
- Entrepreneurial mindset and willingness to learn.
- Self-motivated and growth-oriented.
- Professional, ethical, and client-focused.
Experience in banking, sales, relationship management, consulting, insurance, or financial services is advantageous but not required.
What You'll Receive
- Comprehensive onboarding, structured training, and ongoing mentorship.
- Access to experienced specialists across investment, wealth management, business solutions, and estate planning.
- Business development support through marketing initiatives, client engagement campaigns, educational seminars, networking platforms, and strategic partnerships to help you grow your client base.
- Digital advisory tools and client engagement platforms.
- A collaborative ecosystem that supports your business growth and professional development.
- Flexible career pathways with opportunities to specialise in different advisory disciplines.
- Performance-based remuneration, incentives, and recognition.
Why Join finexis?
Whether you aspire to become a trusted adviser, specialist practitioner, or industry expert, finexis provides the platform, support, and opportunities to help you build a successful and meaningful career.
Build a practice. Create an impact. Grow your future.
General advice disclaimer (https://www.finexis.com.sg/general-disclaimer.html)
Similar roles
Senior Treasury Manager
Sohohouseco·London, Canada
<p><span style="font-size: 12pt;"><strong>The Role..</strong></span></p> <p><span style="font-size: 12pt;">The Senior Treasury Manager sits within the Group Finance Shared Service Centre in Milton Keynes and reports to the Group Financial Controller. The role is responsible for the compliance, control and day-to-day management of treasury activities across a complex multinational hospitality group, including group cash operations, bank account governance, banking mandates, treasury administration and…
- On-site
- Full-time
- Express Entry — PR day one, no employer
Transfer Pricing Senior Manager, 6-Month FTC
Sohohouseco·London, Canada
<p><strong>The Role…</strong></p> <p>Soho House have a unique opportunity for a highly enthusiastic tax professional who is passionate about the Soho House brand and businesses to join our in-house tax team as a Senior Manager, Transfer Pricing, based at our UK Head Office - 180 The Strand, London, on an initial 6-Month fixed term contract. This role reports to the Group…
- On-site
- Full-time
- Express Entry — PR day one, no employer
Transactional Financial Controller
Carwow·London, Canada
OUR MISSION To become the car-changing destination of choice. By combining technology, media and deep automotive expertise, we've turned how people buy, sell, advertise and lease cars on its head. What started as a simple reviews site is now one of the largest online car-changing destinations in Europe. Last year alone we grew over 50% with nearly £3bn worth of…
- On-site
- Full-time
- Express Entry — PR day one, no employer
Finance Business Partner (Marketing & Product)
Holafly·Worldwide
COMPANY OVERVIEW Holafly is a high-growth scale-up revolutionising how businesses and travellers connect to the internet abroad. Since 2018, we’ve empowered travellers in over 200 destinations worldwide with secure and reliable eSIM solutions. With a team of 500+ professionals across multiple countries, we are scaling globally to support travellers with seamless, unlimited data connectivity. We’re not just connecting people—we’re enabling…
- Remote
- Full-time
Hardware Finance Manager
Openai·San Francisco, United States
About the Team OpenAI’s acquisition of io marks our entry into consumer hardware and our ambition to define the next human–computer interface. Success in hardware requires strong financial stewardship across the full product cost stack—from early design and sourcing decisions through manufacturing, logistics, inventory, returns, and warranty. Hardware Finance works across Product, Supply Chain, Operations, Accounting, Systems/Data, and Finance to…
- Hybrid
- Full-time
Senior Brand Manager - Rare Disease
AstraZeneca·Singapore, Singapore
SENIOR BRAND MANAGER Do you have expertise in, and passion for, Marketing? Would you like to apply your expertise to impact the lives of patients in a company that follows the science and turns ideas into life changing medicines? Then AstraZeneca might be the one for you! ABOUT ASTRAZENECA AstraZeneca is a global, science-led, patient-focused biopharmaceutical company that focuses on…
- Full-time
- Tech.Pass — self-sponsored, 2-yr
Workday Techno-Functional Consultant
SweetRush·Singapore, Singapore
Workday Techno-Functional Consultant Location: India, Singapore SweetRush has an exciting opportunity for a talented professional to join our team! Who We Are At SweetRush, we believe that when you put people at the center of business, magic happens. As a global leader in learning and development, we blend high-end storytelling, emerging tech like AI and VR, and deep psychological insights…
- Contract
- Tech.Pass — self-sponsored, 2-yr
Financial Auditor - Commercial Real Estate
Bridge33 Capital·Hyderabad, India
SALARY: $2,000 USD/month SHIFT: Will work 8:00 AM to 5:00 PM US Eastern Time (EST) POSITION SUMMARY: Bridge33 Capital is a fast-growing, vertically integrated private equity firm focused on open-air strip retail shopping centers. Supports Corporate by ensuring accuracy and compliance of property and portfolio financials across our commercial retail real estate portfolio. Focuses on audit, control and financial reporting…
- Remote
- Contract
