Job description for Portfolio Management Consultant at finexis advisory
As a Portfolio Management Consultant, you'll work alongside individuals and families to build financial portfolios and long-term strategies that align with their goals, values, and life priorities.
By combining portfolio strategy with behavioural finance, you'll uncover why people make certain financial decisions before helping them design personalised investment, protection, and retirement strategies they can understand, commit to, and confidently follow through on.
What You'll Do
- Conduct portfolio discovery conversations to understand clients' goals, priorities, and financial behaviours
- Review clients' existing financial portfolios, identify gaps and opportunities for improvement
- Design personalised investment, retirement, protection, and wealth strategies aligned with each client's objectives
- Partner with clients through regular portfolio reviews and ongoing strategic financial guidance
- Continuously develop your expertise in portfolio strategy, behavioural finance, and client advisory
Who We're Looking For
No prior financial services experience is required. Comprehensive training and mentorship will be provided.
✔ Hold a minimum local diploma or degree (all disciplines welcome)
✔ Enjoy building trusted relationships and having meaningful conversations
✔ Are interested in investments, portfolio strategy, behavioural finance, and personal development
✔ Want to help people make better long-term financial decisions
Fresh graduates and career switchers are encouraged to apply.
Why Join Us?
✔ Learn a differentiated portfolio strategy approach that combines behavioural finance with practical wealth planning
✔ Access a comprehensive range of investment, retirement, and protection solutions through Singapore's largest independently owned financial advisory platform
✔ Receive structured training, mentorship, and professional coaching to accelerate your development
✔ Develop expertise in portfolio construction, client strategy, and behavioural finance while creating meaningful financial outcomes for clients
