Financial Advisor

8 hours ago

Singapore Income Advisory Financial Advisers Full time

2 days ago Be among the first 25 applicants
Direct message the job poster from Income Advisory Financial Advisers
Coach, Mentor and Market Differentiator (#hiring)
Company Description
Income Advisory Financial Advisers, formerly known as Infinitum Financial Advisory, has rebranded to reflect our stronger collaboration with Income Insurance. This change represents our continued growth and alignment with a shared vision to serve our clients better. While our name has changed, our commitment to providing trusted and comprehensive financial solutions remains steadfast. Follow us at our new home and experience the enhanced services we offer.
Role Description
This is a full-time on-site role for a Financial Advisor located in Singapore. The Financial Advisor will be responsible for providing financial planning and advisory services to clients, including retirement planning and investment guidance. Being a Financial Advisor in Income Advisory Financial Advisers will allow you to work with different companies besides Income Insurance like Singlife, Etiqa, FWD, Manulife, Raffles, Tiger Brokers, iFast and many many more. Daily tasks include meeting with clients to assess their financial needs, developing tailored financial plans, advising on investment opportunities, and monitoring financial accounts to ensure they meet clients' goals. The role also involves staying updated on financial regulations and market trends to provide the best possible advice.
Qualifications
Financial Planning and Financial Advisory skills
Experience in Retirement Planning and Investments
Strong understanding of Finance principles
Excellent interpersonal and communication skills
Ability to work independently and as part of a team on-site in Singapore
Relevant certifications such as Certified Financial Planner (CFP) are a plus
Diploma or Bachelor's degree
Relevant Certification is encouraged
Seniority level
Seniority level Entry level
Employment type
Employment type Full-time
Job function
Job function Finance and Sales
Industries Insurance
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