Finexis Advisory is a homegrown financial advisory company.

Finance

Finexis Advisory

FINEXIS ADVISORY PTE. LTD.'s headquarters in Singapore, Singapore

Warren Lim

Evangelyn Ong Jia Yee

Irene Ho

Kendrick Ng

James Chiah

Wai Fung Mak

This department provides a range of financial consulting and advisory services to clients, focusing on personalized financial planning and investment strategies.

Financial Services

The Financial Advisory and Consulting team at Finexis Advisory Pte. Ltd. specializes in providing personalized financial guidance to clients, helping them navigate investment opportunities, retirement planning, and wealth management strategies. With a diverse group of experienced financial consultants and advisors, the team collaborates to deliver tailored solutions that align with each client's unique financial goals, fostering long-term relationships built on trust and expertise.

Financial Advisory and Consulting

The Sales and Distribution team at Finexis Advisory Pte. Ltd. is responsible for driving revenue growth through effective channel management and client engagement. This diverse team, comprising senior management and advisory professionals, focuses on developing strategic partnerships, optimizing distribution processes, and enhancing the performance of financial advisors across multiple branches. Their efforts ensure that clients receive tailored financial solutions while maintaining a strong market presence.

Sales and Distribution

This department oversees the operations and strategic direction of various branches to ensure effective management and service delivery.

Branch Management

This department focuses on fostering leadership skills and strategic oversight within the organization.

Leadership Development

This department oversees the management and operational functions of branch locations.

Finexis Advisory

Org chart

Teams

Financial Services

Financial Advisory and Consulting

Sales and Distribution

Branch Management

Leadership Development

Branch Operations

Offices

Finexis Advisory

Org chart

Teams

Financial Services

Financial Advisory and Consulting

Sales and Distribution

Branch Management

Leadership Development

Branch Operations

Offices

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