Careers at finexis advisory

Your Growth, Our Priority

At our firm, your personal and professional growth is at the heart of everything we do. We are dedicated to helping you reach your full potential — whether it’s enhancing your expertise, expanding your network, or advancing into leadership positions. With continuous training, mentorship, and access to cutting-edge tools, we provide the resources and support you need to succeed.

Together, we will help you build a fulfilling career that not only propels you forward but also makes a lasting, positive impact on the lives of you and your clients.

The Scale of Our Success

First-time MDRT Qualifier

1.3x of FYC

Additional FYC >$19,000

MDRT Qualifier

1.6x of FYC

Additional FYC >$39,000

COT Qualifer

1.4x of FYC

Additional FYC >$88,000

TOT Qualifier

1.5x of FYC

Additional FYC >$200,000

Why Choose finexis?

We provide the end-to-end support you need to Build, Manage, and Grow your financial advisory practice.

Build Your Business

Transition Support: Experience a seamless onboarding process with dedicated resources to help you hit the ground running.

Competitive Pay Structure: A rewarding compensation framework that reflects your dedication and hard work.

Comprehensive Product Range: Access over 1,000 financial solutions through our network of 100+ strategic partners.

Recognition and Incentives: Celebrate your success with exclusive retreats and industry recognition and accolades, including Rookie Awards, Elite and MDRT.

Manage Your Business

Comprehensive Operational Support: Our various support teams ensure you have everything you need to focus on delivering exceptional service to your clients.

Award-Winning Technology: Enhance your efficiency with our advanced digital tools, simplifying processes, automating tasks, and enhancing client engagement.

Stay Ahead of the Curve: Stay current with our workshops, webinars, and training programs. Through our finexis WIN (Weekly Insight Nuggets), receive weekly updates on product changes, comparisons, client strategies, and regulatory shifts to maintain a competitive edge.

Investment Research and Resources: Gain an edge with market insights, research reports, and model portfolios, all backed by our dedicated investment team.

Grow Your Business

Advance Your Career Path: Take on mentoring roles, build your own team, or transition into leadership positions within the firm.

Client Events: Enhance your client relationships through exclusive client-focused events tailored to strengthen and grow your client base.

Recruitment Support: Enhance your recruitment strategy with our structured training and onboarding programs.

Initiatives like our CEO Dialogue give candidates direct access to our CEO, Warren Lim, providing valuable industry insights to inspire and engage your potential candidates.

Hear From Our Financial Consultants

Awards & Recognition

Let's Connect Over Coffee!

Interested in learning more? Schedule a casual chat with us to explore your opportunities at finexis.

Your Name

Contact Number

Email Address

Best time to contact me

We respect the confidentiality of and keep safe all personal data collected, stored, disclosed and used by finexis advisory Pte Ltd. By providing your personal data, you consent to the collection, storage, disclosure and use of such personal data by finexis for the purposes of contacting you regarding the services of interest, in accordance with Singapore Personal Data Protection Act 2012 and finexis Personal Data Privacy Policy which can be found at www.finexis.com.sg. Further, you consent for finexis to contact you for the purposes listed above, via voice calls, SMS, WhatsApp, email or other similar communication applications or methods.