Financial Consultant - Singapore and Cross-Border

About the role

TGG Partners, part of finexis advisory Pte Ltd, is looking for a Financial Consultant to build a client-facing advisory practice focused on Singapore-based and cross-border clients. The role involves understanding clients' financial needs and helping them plan for protection, wealth accumulation, retirement and wealth transfer. It suits mid-career switchers, fresh graduates and experienced professionals.

Key responsibilities

• Understand clients' goals, financial circumstances and commitments, including those across countries.
• Develop suitable financial recommendations within the scope of your appointment.
• Help clients identify planning gaps from relocation, family responsibilities, business interests and assets across borders.
• Explain financial concepts clearly so clients can make informed decisions.
• Build your practice through prospecting, networking, referrals and consistent follow-up.
• Conduct regular reviews as clients' needs and circumstances evolve.
• Coordinate with legal, tax and estate-planning specialists where appropriate.
• Maintain accurate documentation and uphold professional and compliance standards.

Required profile

• Age 21 or above, Singapore citizen or permanent resident.
• Background in finance, business, economics or related fields; professional certifications such as CFP, CFA or ChFC are an advantage.
• Good communication and interpersonal skills, able to work with clients from varied cultural backgrounds.
• Strong ethics, regulatory awareness (including MAS guidelines) and attention to detail.
• Comfortable in a hybrid environment with in-person and remote client engagements.

What we offer

• Personal mentorship and coaching from Tere Groyon, with support in client conversations, presentations and business development.
• Training through finexis advisory's resources and team coaching, including the use of technology and AI.
• Guidance on branding, marketing and lead generation, and room to grow into specialised markets, mentoring and leadership.

To apply, submit your CV and a short introduction explaining why this career interests you.