Executive Wealth Consultant

Company Description Infinity Financial Advisory is focused on building an integrated ecosystem that offers a full suite of advisory and support capabilities for clients and consultants. The firm emphasizes innovation, collaboration, and long-term impact in the wealth management space. Infinity Financial Advisory is committed to supporting consultants at every stage of their careers through structured development, tools, and mentorship. Prospective team members can learn more about the organization and its services online or by reaching out directly to the firm.

Role Description The Executive Wealth Consultant is a full-time, hybrid role based in Singapore, with flexibility for some work-from-home arrangements. This role involves providing comprehensive wealth advisory services to clients, including financial planning, investment analysis, and portfolio management aligned with clients’ goals and risk profiles. The Executive Wealth Consultant will meet with clients regularly to review their financial situations, present tailored solutions, and ensure ongoing service excellence. Day-to-day responsibilities include conducting market and product research, preparing advisory reports and presentations, collaborating with internal support teams, and maintaining accurate client records and compliance documentation. The role also includes business development activities such as networking, cultivating referrals, and contributing to initiatives that enhance the firm’s advisory ecosystem.

Qualifications

• Strong client advisory skills, including needs analysis, financial planning, and the ability to present complex concepts clearly and confidently.
• Solid analytical and research capabilities to assess market trends, evaluate investment products, and support data-driven recommendations.
• Excellent communication and relationship-building skills to foster trust, manage expectations, and maintain long-term client partnerships.
• High level of professionalism, integrity, and attention to regulatory and compliance requirements in the financial services sector.
• Ability to work both independently and collaboratively within a hybrid environment, managing time and priorities effectively.
• Relevant academic background in finance, economics, business, or a related field; professional certifications (e.g., CFP, CFA, or equivalent) are an advantage.
• Prior experience in wealth management, financial advisory, or private banking is preferred, with demonstrated success in meeting client and business targets.
• Comfort with digital tools and platforms for client engagement, CRM, and remote collaboration.