Wealth Adviser

6 days ago

Singapore INCOME INSURANCE LIMITED Full time
Roles & Responsibilities

As part of our multi-channel distribution strategy, you will be at the forefront to provide our customers with financial and life protection solutions. Not just a regular salesperson, you will represent us as a passionate, honest, and professional adviser. You enjoy conducting financial needs analysis for the customers and provide them sound advice on the best financial products that meets their needs

With a monthly paid salary, employee benefits and Induction trainers to impart their skills, we fully equip you to embark on a career of financial advisory, Made Yours

As a Wealth Manager, you will be required to:

  • Perform financial needs analysis to understand our clients' financial situation and develop strategies to help them achieve their financial goals across areas such as protection, education, investment and retirement with Income Insurance's product suite.
  • Address inquiries from companies and individuals to provide advice and plan for their financial futures.
  • Review and follow up with clients through the different life stages to assess the impact of life changes on their financial goals and to provide advice to steer them back on track.
  • Prepare and interpret financial document summaries, investment performance report and income projections for clients.
  • Continuously build and maintain effective relationships with existing potential customers.

We're looking for individuals who are:

  • Degree graduates in any field
  • CMFAS Certified (M5, M9, M9A, HI). Candidates with other insurance certifications (BCP, PGI, ComGI) will have an added advantage.
  • Self-starter, resilient and highly driven to excel and succeed in the role.
  • Motivated by performance-based incentive structures and enjoy seeing tangible rewards based on your efforts invested.
  • Outgoing and have good interpersonal skills.
  • Passionate in helping our clients achieve their financial goals.

This is a full-time, permanent position, and you will be assigned to Income Agency branches. Remuneration package includes a basic salary, attractive sales incentives, and employee benefits. Empowering your growth, we offer personalized training and career progression pathways tailored to your unique aspirations and goals, helping you unlock your full potential and achieve success on your own terms.

Tell employers what skills you have

Relationship Management Skills
Derivatives
Tolerance
Interpersonal Skills
Wealth
Private Banking
Needs Analysis
Employee Benefits
Written Skills
Investment Performance
Bonds
Financial Advisory
Fixed Income
Retirement
Mutual Funds
Equities

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