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Senior Advisory Director

2 weeks ago

Singapore FINEXIS ADVISORY PTE. LTD. Full time

We are seeking an experienced Business Development Director to join our team at Finexis Advisory Pte. Ltd. The successful candidate will play a critical role in driving business growth and delivering exceptional customer experiences.

About Us

We are a leading financial services provider in Singapore, established in 2005. Our mission is to impact lives beyond finance through tailored financial solutions in wealth management, investment planning, and risk management.

Job Responsibilities

The successful candidate will be responsible for:

  • Acquiring new clients through various prospecting strategies
  • Participating in business development activities relating to Financial Planning
  • Reviewing prospective/existing client portfolios
  • Proposing solutions and planning for client investment and insurance needs
  • Managing and retaining meaningful relationships with customers

You will work closely with our team to deliver exceptional customer experiences and drive business growth.

Requirements

To succeed in this role, you should have:

  • A minimum of 10 years of experience in financial advisory
  • A Diploma or Bachelor's Degree
  • Excellent communication and interpersonal skills
What We Offer

We offer a competitive compensation package, including:

  • Incentive trips from the company and partners
  • Access to cutting-edge financial tools and resources
  • Professional development opportunities
  • A flexible schedule