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1 jobs in Singapore
Investment Advisory Partner
finexis advisory Pte Ltd | Singapore - Raffles Place
Posted 2 months ago  |  188 views
Education Level
Diploma
Industry
Accounting / Finance - Corporate Finance/Investment
Skills
Active listening skills,• Good communication and interpersonal skill

Experience
No experience needed

Job description

If you enjoy analysing markets, breaking down financial decisions, and helping people grow their wealth responsibly, this role is designed for you.

As an Investment Advisory Partner, you’ll be trained to evaluate portfolios, design investment strategies, and advise clients using a structured, client-centric approach under Singapore’s largest independently owned financial advisory firm.

 

What You Will Learn & Do

  • Analyse client portfolios and identify gaps or inefficiencies

  • Learn the fundamentals of funds, asset allocation, risk profiling, and portfolio construction

  • Prepare tailored investment strategies based on client goals and timelines

  • Support clients through reviews, rebalancing, and ongoing financial guidance

  • Build long-term relationships through responsible, transparent advisory work

  • Guide clients through different market conditions

 

We are looking for individuals who are:
✔ Minimum local/private diploma (all fields are welcome)
✔ Curious about markets and investing (financial or investment experience not required)
✔ Driven to grow their professional competency
✔ Enjoy meeting new people and build relationships

 

Why Join Us?

  • Work within Singapore’s largest independently-owned financial advisory platform

  • Access a wide range of investment products and wealth solutions

  • Structured learning, guided mentorship, and clear career progression pathways

  • Real, measurable impact on clients’ financial well-being