Company Description
Income Advisory Financial Advisers, formerly known as Infinitum Financial Advisory, has rebranded to align more closely with Income Insurance. This change reflects our strengthened collaboration and a shared commitment to providing trusted and comprehensive financial solutions. While our name has evolved, our dedication to serving our clients financial planning needs with excellence remains unchanged. We continue to prioritize innovation and customer-centric services to help individuals and families achieve their financial goals.
Role Description
This is a full-time hybrid role for a Financial Advisor based in Singapore, with flexibility to work partially from home. The role involves guiding clients in financial planning, retirement planning, and investment strategies to meet their goals. Day-to-day tasks include assessing clients financial needs, creating personalized finance strategies, offering sound investment advice, and continuously monitoring and reviewing clients financial progress while building strong, trust-based relationships.
Qualifications
- Proficiency in Financial Planning and Financial Advisory services
- Knowledge of Investments and sound experience in devising investment strategies
- Expertise in Retirement Planning and Finance
- Strong interpersonal and communication skills to build and maintain client trust
- Ability to work both independently and as part of a collaborative team in a hybrid work environment
- Relevant certifications such as Certified Financial Planner™ (CFP®) or equivalent are advantageous
- Experience in financial advisory services, investment products, or related fields is beneficial
- Proactive, analytical, and focused on delivering exemplary client service
