What You Will Learn & Do

🔹 Construct & Optimise Investment Portfolios

• Create diversified investment portfolios based on client goals and risk appetite
• Apply asset allocation principles across equities, fixed income, and alternative asset classes
• Identify inefficiencies, concentration risks, and gaps in existing portfolios
• Align portfolio recommendations with risk tolerance, liquidity needs, and time horizon

🔹 Provide Investment Solutions & Reviews

• Present tailored investment proposals with rationale and data support
• Support periodic portfolio reviews as market conditions evolve
• Help clients understand performance drivers and risk exposures
• Assist in repositioning portfolios when circumstances change

🔹 Early Leadership Development

• Learn coaching and communication frameworks used by senior managers
• Assist in guiding junior associates or supporting mini-projects
• Develop skills in meeting facilitation, influence, and strategic thinking
• Gradually take on leadership responsibilities as you grow

⭐ Who We’re Looking For

✔ Curious about investments and portfolio strategy
✔ Ambitious and open to leadership progression
✔ Value long-term credibility over short-term speculation

No prior financial services experience required. 

⭐ Why Join Us?

• Singapore’s largest independently owned financial advisory platform
• Access to institutional-grade investment solutions
• Structured risk assessment and suitability training
• Clear pathway from investment advisory to leadership roles
• Strong mentorship culture with real responsibility early

This opportunity is facilitated by Agrace Pte Ltd, which acts solely as a recruitment and coordination partner. Successful candidates will operate as part of Team Transcend, a group of appointed representatives under finexis Advisory Pte Ltd, in accordance with regulatory requirements. Employment, appointment, and representative status will be under finexis Advisory Pte Ltd, subject to licensing and regulatory approval.