Financial Advisor

Company Description Income Insurance Limited is one of Singapore's leading composite insurers, providing life, health, and general insurance solutions to individuals, families, and businesses. Founded in 1970 to meet a social need for accessible insurance, the company continues to put people first by focusing on protection, savings, and investment needs. Its lifestyle-centric and data-driven approach to insurance and financial planning enables innovative solutions that support better financial well-being. Income Insurance is committed to responsible business practices, championing environmental sustainability, financial inclusion, education for youth-in-need, and seniors well-being. For more information, please visit www.income.com.sg.

Role Description This is a full-time Financial Advisor role based in Singapore, offered on a hybrid work arrangement with some flexibility to work from home. The Financial Advisor will engage clients to understand their financial goals and risk profiles, and develop tailored plans covering protection, savings, retirement, and investment needs. Responsibilities include conducting financial reviews, recommending suitable insurance and investment products, and explaining complex financial concepts in clear, accessible language. The role involves maintaining long-term client relationships, monitoring portfolios, and adjusting strategies as circumstances change. The Financial Advisor will also stay current on market trends, regulatory changes, and company offerings to provide informed and compliant advice.

Qualifications

• Candidates should possess strong Financial Planning and Financial Advisory skills to assess client needs and design comprehensive strategies.
• Candidates should possess solid Finance and Investments knowledge to analyze options and recommend suitable products.
• Candidates should possess expertise in Retirement Planning to help clients build sustainable income and long-term security.
• Candidates should possess excellent communication and interpersonal skills to build trust and explain financial solutions clearly.
• Candidates should possess strong analytical, problem-solving, and ethical judgment, with attention to regulatory compliance.
• Relevant professional certifications (e.g., CFP or equivalent) and prior advisory experience in insurance, banking, or wealth management are beneficial.
• Ability to work effectively in a hybrid environment, manage time independently, and collaborate with internal teams is preferred.