Salaried Investment Wealth Planner
Finexis Advisory Toa Payoh Full-time
About the Role
As an Investment Wealth Planner, you will support individuals and families through structured reviews of their investment portfolios and overall financial positioning, helping them to identify market opportunities, risk exposure, and portfolio alignment across different life stages.This is a salaried entry pathway designed to help you build strong foundations before progressing into more advanced client-facing or specialist roles.
What You Will Learn & Do- Review client investment portfolios across asset allocation, risk exposure, diversification, and time horizon using structured, AI-supported analysis tools. Identify concentration risks, inefficiencies, or gaps within existing portfolio structures.
- Assist in periodic portfolio reviews as market conditions and client circumstances change. Support clarification discussions around portfolio performance, volatility, and risk management
- Learn core principles of portfolio construction, asset allocation, and investment suitability. Develop the ability to interpret portfolio data and investment behaviour patterns
Who We’re Looking For
✔ Hold a minimum local diploma (all disciplines welcome)
✔ Interested in investments and portfolio strategy
✔ Value professionalism, responsibility, and long-term client relationships
✔ Are interested in a stable, investment-oriented career path
No prior investment or financial services experience is required
Why Join Us?- Operate within Singapore’s largest independently owned financial advisory platform
- Gain access to a broad, institutional-grade range of investment and wealth solutions
- Develop through structured learning, guided mentorship, and defined career pathways
- Do work that delivers real, measurable improvement in clients’ investment outcomes
Catalyst RecruitmentToa Payoh
Job Description and Requirements – Finance and Investment Intern
We are seeking a motivated Finance and Investment Intern to support our financial analysis, investment research, and reporting tasks. Interns will assist in data collection, portfolio...
AIA INVESTMENT MANAGEMENT PRIVATE LIMITEDToa Payoh
Join us as Deputy Manager, Private Assets Services at AIA Investment Management!
The primary objective of this role is to ensure the efficient, accurate and well-controlled execution of private assets operations by supporting end-to-end fund...
Exoduspoint Capital Management Singapore, Pte. Ltd.Toa Payoh
ExodusPoint Capital, founded in 2017 by Michael Gelband, began managing investor capital in 2018. The firm employs a global multi-strategy investment approach, seeking to deliver compelling asymmetric returns by combining complementary liquid...