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Job Description

Company Description

Income Advisory Financial Advisers, formerly known as Infinitum Financial Advisory, has rebranded to reflect its strengthened partnership with Income Insurance and its commitment to delivering exceptional financial solutions. With a focus on comprehensive financial planning and advisory services, the company is dedicated to meeting the diverse needs of its clients. Despite the name change, our mission to provide trusted advice and tailored financial solutions remains steadfast. Join us in our journey to redefine financial advisory excellence.

Role Description

This is a full-time, on-site role for a Financial Advisor, based in Singapore. The Financial Advisor will be responsible for providing personalized financial planning and advisory services, developing strategies for investment management and retirement planning, and building long-term relationships with clients. The role involves understanding client goals, analyzing financial situations, and recommending solutions to help clients achieve their financial objectives.

Qualifications
  • Expertise in Financial Planning and Retirement Planning
  • Strong knowledge of Finance and Investments
  • Experience in Financial Advisory, including creating tailored recommendations for clients
  • Excellent interpersonal and communication skills to build and maintain client relationships
  • Strong analytical and problem-solving abilities
  • Relevant certifications such as Certified Financial Planner (CFP) or equivalent are a plus
  • Bachelor's degree in Finance, Business, Economics, or a related field

More Info

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Job ID: 151500209

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