Since our incorporation in 2005, finexis has become a leading homegrown financial advisory firm in Singapore licensed by the Monetary Authority of Singapore, with assets under advisory of almost S$2 billion. Our strategic partnerships, extensive portfolio of leading financial solutions, and the strength of more than 1,000 financial consultants and support staff have enabled us to become a market leader in the field of specialised financial services.
finexis advisory Pte Ltd provides more than just financial advisory services – we cover a range of financial needs throughout your lifetime. Think of us as lifelong financial confidantes – always there to help apply broad-based solutions in thoughtful and meaningful ways.
Our Philosophy At finexis, we think of ourselves as more than financial consultants. We advise people on some of life’s most important concerns. Simply because, money lies in the heart of many areas of our lives – from taking care of our basic needs to fulfilling higher aspirations.
With a goal to create a lasting positive influence on every life we touch, we listen to what our clients have to say and design our solutions to complement their needs. We want to impact lives beyond finance.
Our Partners finexis offers a range and depth of products and services that can assist in fulfilling our clients’ unique needs. We are in partnership with over 79 international fund houses offering more than 2,000 professionally managed funds, more than 19 major life insurers, more than 32 general insurers, 4 investment platforms, and 16 banks via our mortgage partners.
Our Promise finexis believes in providing our clients with not merely the hardware of products, but also with a complete financial experience through quality long-term planning and sound advice. The finexis 3i approach Imagine. Implement. Involve is a step-by-step guideline that covers the entire client consultation process.
Rating Reviews
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Pros: You get a fair bit of control over your day as a Financial Advisor here. The firm allows for flexible client meeting times, which is great for managing your personal life. They're generally okay with hybrid work arrangements if your performance is solid.
Cons: While there's flexibility, there's also an unspoken expectation for face time in the Singapore office, especially for team meetings. It can be tough sometimes when you're trying to hit targets in the financial advisory industry and juggle office days. Don't expect full-time WFH.
Advice to Management: Keep pushing for more genuine hybrid work options. Trusting employees more with their schedules would boost morale across the corporate environment.
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Pros: Some senior leaders in the Singapore office are really supportive. Especially for new Financial Advisors learning the ropes of financial planning. They help you understand complex insurance products.
Cons: It feels like certain team leads play favorites, which is pretty frustrating. Upper management doesn't always communicate new wealth management strategies clearly. This can leave advisors feeling a bit lost.
Advice to Management: Focus on leadership training for all managers, not just the top. Make sure communication is consistent and fair across all teams. Address issues of favoritism directly.
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What is the typical working culture like for a financial advisor at Finexis Advisory Pte Ltd in Singapore?
The working culture at Finexis Advisory Pte Ltd is generally collaborative, with a focus on client success and professional development. Advisors often work closely with senior team members to hone their skills in financial planning and client relationship management.
What is the typical working culture like at Finexis Advisory in Singapore?
Finexis Advisory fosters a collaborative and driven work environment, common in the financial advisory sector. The culture emphasizes professional development and client-centricity, encouraging teamwork among advisors in their Singapore office.
What is the typical working culture like at Finexis Advisory in Singapore for financial advisors?
Finexis Advisory fosters a collaborative and performance-driven environment, common in the competitive Singapore financial advisory sector. Expect a focus on client acquisition and advisory skills, with opportunities for mentorship from experienced professionals.
