Company Description
Income Advisory Financial Advisers, formerly known as Infinitum Financial Advisory, has been rebranded to reflect its closer collaboration with Income Insurance, reinforcing its commitment to delivering trusted and comprehensive financial solutions. With a focus on providing exceptional financial advisory services, Income Advisory is dedicated to empowering clients with tailored strategies to achieve their financial goals. While the name has changed, the organization's dedication to building long-term relationships and delivering excellence remains unchanged.
Role Description
This is a full-time, on-site role for a Financial Advisor based in Singapore. The Financial Advisor will assist clients in achieving their financial objectives by offering expert advice on financial planning, retirement strategies, and investment options. Day-to-day tasks include conducting client consultations, developing personalized financial plans, evaluating investment opportunities, and staying updated on financial trends and regulations to provide sound advice. The role involves building strong client relationships and ensuring their financial well-being.
Qualifications
- Proficiency in Financial Planning and Retirement Planning to develop personalized strategies for clients
- Strong understanding of Finance and Investments to provide informed advisory services
- Experience in Financial Advisory to offer expert guidance and build client trust
- Excellent interpersonal and communication skills to effectively understand and address client needs
- Self-motivation and ability to work independently with an emphasis on client outcomes
- Relevant certification in financial planning or related disciplines is an advantage
- Familiarity with the financial services industry in Singapore is beneficial
