Strategic Financial Team Lead

4 weeks ago


Singapore FINEXIS ADVISORY PTE. LTD. Full time

FINEXIS ADVISORY PTE. LTD. is seeking an exceptional Financial Advisory Team Leader to spearhead the development of an award-winning team specialising in a diverse range of financial products.

About the Role:

This is an exciting opportunity for a thriving financial advisor looking to elevate their career and build a highly successful team.

As a Financial Advisory Team Leader at FINEXIS ADVISORY PTE. LTD., you will have access to our extensive network of 19 Life Insurance Partners, 27 General Insurance Partners, and 48 Fund Houses through 4 Investment platforms, enabling you to create unparallel financial strategies.

Key Responsibilities:
  • Lead and develop your team by maintaining the highest standards of ethics and professionalism through our advanced training and IT platform
  • Actively participate in company-level initiatives to stay at the forefront of the financial advisory industry
  • Recruit and mentor your downline, guiding them to replicate your success
Why Choose Us:
  • Competitive compensation package, offering the highest remuneration in market
  • Fast track to Directorship for high performers
  • Incentive trips from company and our valued partners
  • Access to cutting-edge financial tools and resources

Requirements:

  • 21 years old and above (based on MAS requirements)
  • Singapore Citizens or Permanent Residents
  • A local Diploma/Degree, preferably in Business or Finance related
  • Passion in Investment/Financial Planning/Personal Finance/Wealth Management
What We're Looking For:

Experienced FAA licensed Representatives (3 to 5 years in Insurance, Banking, Financial Advisory, Broking industry). Transition Support will be provided for the team.

Key Skills:
Leadership
Financial Advisory
Insurance Sales
General Insurance
Life Insurance
Financial Modelling
Wealth Accumulation

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