Business Development Executive (Private Wealth Services)

ARE YOU SEEKING FOR GROWTH YET YOU WANT A FULFILLING CAREER?

Be ready to embark on a journey which offers you an exciting opportunity!

HERE’S A SHORT INTRO OF WHO WE ARE

Since 2005, finexis has been more than just a financial services provider – we are lifelong confidantes, guiding clients through every stage of their financial journey. As the largest and fastest growing independently-owned financial advisory firm in Singapore, we are proud to have over 900 consultants and staff, $1 billion in assets under advisory, and strategic partnerships, that establish us as a market leader in personalised financial services.

We deliver tailored financial solutions in wealth management, investment planning, and risk management, all driven by our mission to impact lives beyond finance.

WHAT TO EXPECT

​We are on the lookout for energetic go-getters who are excited about building and nurturing relationships with high-net-worth individuals, families, and institutions. If you’re have a knack for spotting and developing new business opportunities in private wealth management space, we want you!

To be successful in this role, you should be someone with a solid background in business development—bonus points if it’s in private wealth management! You need to have a flair for relationship-building. If you’ve got a deep understanding of financial products, a grip on industry regulations, and a zest for making things happen, come join us in the world of wealth management!

WHAT YOU’LL DO

• Identify and develop new business pipelines within the High-Net-Worth (HNW) sector, expanding our reach and impact.
• Assist in preparing customized financial plans and presentations for potential clients.
• Act as the primary relationship manager, ensuring outstanding service for both new and existing clients.
• Oversee sales-related administrative tasks to support seamless operations.
• Respond promptly to client inquiries, providing professional and timely assistance.
• Build and nurture strong connections to drive long-term client retention and satisfaction.
• Stay ahead of industry trends, market developments, and competitor activities to uncover fresh business opportunities.
• Develop and implement innovative business development plans to expand the department’s clientele.
• Continuously review and refine internal processes to drive operational improvements.
• Work closely with internal teams to create and execute strategies that boost sales and client engagement.

Requirements:

• Diploma or Degree in business, finance, marketing, or a related field.
• Experience in business development and product marketing, preferably in the wealth management industry.
• Strong communication and negotiation skills, as well as language proficiency in Mandarin and English are also important for this role as this candidate will be required to converse with partners and network with Chinese speaking clients. Malay is a plus.
• Certifications in CMFAS modules M5, M9, M9A, HI