Company Description
Income Advisory Financial Advisers, formerly Infinitum Financial Advisory, has rebranded to reflect a stronger collaboration with Income Insurance. While the name has changed, the organization remains committed to delivering trusted and comprehensive financial solutions. As part of its growth, Income Advisory continues to deliver quality and tailored financial services to meet the diverse needs of clients. Join us at our new home and be part of a team dedicated to making a meaningful impact.
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 personalized financial planning services, creating investment strategies, and assisting clients in retirement planning and financial decision-making. Daily tasks will include assessing clients financial needs, preparing comprehensive financial plans, and staying informed about financial products and market trends. Building and maintaining strong client relationships will be a key aspect of this role.
Qualifications
- Proficiency in Financial Planning, Retirement Planning, and Financial Advisory
- Strong knowledge and expertise in Finance and Investments
- Excellent interpersonal and communication skills to build and maintain client relationships
- Ability to assess client needs and create tailored financial solutions
- Diploma or Degree is a must
- Appropriate certifications in financial advisory and compliance with local regulations
- Proven experience in financial advisory or a related role is an advantage
- Exceptional problem-solving and analytical skills
