Senior Financial Consultant
Professional Investment Advisory Services Toa Payoh Full-time
Empower Lives Through Financial Clarity – Join Us as a Client Relationship Manager
Are you someone who values meaningful conversations, builds trust naturally, and enjoys guiding others towards financial peace of mind?
Whether you come from sales, insurance, or service industries, we’re looking for individuals with a strong desire to build a long-term career in wealth planning and client advisory. If you're eager to make a difference while building your own success story — we want to hear from you.
- What You’ll Do:
- Engage with clients to understand their financial goals and priorities.
- Offer tailored advice on insurance, investments, protection, and legacy planning.
- Maintain long-term relationships through regular reviews and advisory updates.
- Keep abreast of financial market trends and compliance requirements.
✅ Who You Are:
- Singaporean/PR, aged 21+ (MAS requirement).
- Experience in sales, customer service, or finance is an advantage.
- MAS CMFAS-certified (M5, M9, M9A, HI) or willing to undergo training and licensing.
- Strong communication skills and a passion for people and performance.
What You’ll Gain:
- Structured training and MAS licensing sponsorship
- Attractive monthly allowance + high commissions + incentives
- Digital tools, marketing support, and leads provided
- Supportive team culture focused on growth and development
- Flexible working arrangements and career advancement opportunities
- Build your future while helping others secure theirs. Apply now
FINEXIS ADVISORY PTE. LTD.Toa Payoh
financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services.
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• Provide sound financial advice with proper fact-finding and review of customers financial goals
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