Kerja Sepenuh Masa, Financial Advisor di Income Advisory Financial Advisers - Maukerja

Company Description Income Advisory Financial Advisers, formerly known as Infinitum Financial Advisory, has rebranded to reflect a closer collaboration with Income Insurance and a shared vision to better serve clients. The organization focuses on delivering trusted, comprehensive financial solutions tailored to diverse client needs. While the name has changed, the commitment to professional integrity, client-centric advice, and long-term financial guidance remains constant. Team members join a growing advisory practice that values partnership, continuous improvement, and meaningful client relationships.

Role Description This is a full-time Financial Advisor role based in Singapore with a hybrid work arrangement, combining office-based and work-from-home flexibility. The Financial Advisor will meet with clients to assess their financial goals, analyze their current financial situation, and recommend suitable solutions in areas such as savings, investments, insurance, and retirement planning. Day-to-day tasks include preparing financial proposals, conducting portfolio reviews, monitoring market developments, and following up with clients to ensure their plans remain aligned with changing needs. The role involves maintaining accurate documentation, complying with regulatory requirements, and collaborating with colleagues and partners at Income Insurance to deliver holistic advice. The Financial Advisor is also expected to engage in ongoing professional development and participate in client outreach and business development activities.

Qualifications

• Candidates should possess strong skills in Financial Advisory and client relationship management to deliver tailored, ethical advice.
• Candidates should possess skills in Financial Planning and Finance to analyze client profiles, cash flows, and protection needs.
• Candidates should possess skills in Investments and Retirement Planning to construct portfolios and long-term strategies aligned with client objectives.
• Candidates should demonstrate excellent communication, interpersonal, and presentation skills, with the ability to explain complex concepts clearly.
• Candidates should have strong analytical, numeracy, and problem-solving abilities, with attention to detail and sound judgment.
• A relevant diploma or degree in finance, business, economics, or a related field, and appropriate regulatory certifications required for financial advisory practice in Singapore, are preferred.
• Prior experience in financial services, insurance, wealth management, or advisory roles is beneficial, along with a commitment to ethical conduct and continuous learning.