Company Description
Income Advisory Financial Advisers, formerly known as Infinitum Financial Advisory, is dedicated to delivering trusted and comprehensive financial solutions. Our rebranding aligns us closer with Income Insurance to enhance collaboration and better serve our clients. While the name has changed, our unwavering commitment to supporting financial goals through personalized advisory remains strong. We pride ourselves on offering innovative and reliable financial planning services to a diverse client base.
Role Description
This is a full-time hybrid role for a Financial Advisor, based in Singapore with an opportunity for partial remote work. The Financial Advisor will assist clients in achieving their financial goals through personalized financial planning and advisory services. Responsibilities include assessing clients financial needs, providing tailored investment and retirement planning strategies, and offering guidance on achieving long-term financial security.
Qualifications
- Strong expertise in Financial Planning and Financial Advisory
- Knowledge in Finance and Investments
- Experience in Retirement Planning
- Excellent interpersonal and communication skills
- Ability to work in a hybrid environment with a proactive and client-focused approach
- Certification in financial advisory or relevant qualifications will be an advantage
