Overview

finexis advisory is looking for team-based individuals who are meticulous and are able to communicate well with people to join us as a Competency Executive. Selected candidates can look forward to a good career advancement leading to management path.

 

Responsibilities:
-Check and Validate Know-Your-Client submissions by consultants
-Support team managers and develop the regulated skills and competencies of the financial consultants.
-Ensure effective governance and suitability standards are met at all times, with consultants consistently meeting fiduciary and regulatory expectations.
-Ensure client interactions are appropriate at all times, and reflected in a high quality of record-keeping and service standards.
-Train consultants and ensure they comply with Fair Dealing as well as training and development requirements.
Assist in project management and coordinate events aligned with core activities of the company.

 

Requirements:
-Minimum Diploma holder in any field of studies (subject to MAS FAA tertiary requirements).
-Outstanding interpersonal and communication skills and able to quickly form positive working relationships with others.
-At least 1 year sales experience in financial sales preferred.
-Having CMFAS papers M5, M9, M9a, HI, M8, M8a preferred.

 

Interested candidate who possess relevant characters, qualifications & experiences are welcome to send in your detailed resume (in MS Word format).

About finexis advisory Pte Ltd

finexis advisory is one of the largest independently-owned financial advisory firm in Singapore. We specialise in comprehensive wealth management for both individual and corporate clients. With the support from our global partners and the focus on developing quality consultants in the firm, we aim to be the preferred financial advisory firm not only in Singapore, but also in the region.