Financial Advisor

Company Description

Income Insurance Limited is a leading composite insurer in Singapore, providing a comprehensive range of life, health, and general insurance products. Since 1970, the company has focused on addressing the protection, savings, and investment needs of individuals, families, and businesses. Leveraging a lifestyle-centric and data-driven approach, Income Insurance offers innovative financial planning solutions that promote financial well-being. Committed to social responsibility, the organization actively supports environmental sustainability, financial inclusion, and education initiatives for underprivileged youth and seniors. For more details, visit www.income.com.sg.

Role Description

We are seeking a dedicated Financial Advisor for a full-time hybrid role based in Singapore, with some opportunities for remote work. The Financial Advisor will work closely with clients to assess financial needs, develop customized financial plans, and provide expert guidance on investment, retirement, and insurance products. Day-to-day responsibilities include conducting financial reviews, delivering strategic advice, preparing recommendations, and building strong client relationships to ensure long-term satisfaction and trust.

Qualifications

• Proficiency in Financial Planning and Financial Advisory practices
• Knowledge in Retirement Planning and Investments
• Strong understanding of core finance concepts and principles
• Excellent interpersonal, communication, and relationship management skills
• Ability to analyze complex financial information and present clear solutions
• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or equivalent are advantageous
• Proactive attitude, self-motivation, and ability to thrive in a dynamic hybrid work environment