Financial Services Consultant

Company Description

Income Insurance Limited (Income Insurance) is a leading composite insurer in Singapore, providing life, health, and general insurance services. Established in 1970 to address essential insurance needs, the company focuses on protecting individuals, families, and businesses through innovative, data-driven, and lifestyle-centric solutions. Income Insurance prioritizes financial well-being and works towards empowering its customers. The organization is also deeply committed to fostering sustainability, promoting financial inclusion, and supporting education and community well-being initiatives. For more information, please visit www.income.com.sg.

Role Description

This is a full-time hybrid role for a Financial Services Consultant based in Singapore, allowing for some work-from-home flexibility. The Financial Services Consultant will engage with clients to assess their financial needs and provide tailored insurance, investment, and financial planning solutions. Responsibilities include conducting financial analyses, providing expert advice, developing customized financial plans, maintaining client relationships, and staying updated on market trends and regulations to deliver quality service.

Qualifications

• Strong Analytical Skills for identifying client needs and providing actionable financial solutions
• Expertise in Finance and Financial Services with a strong understanding of financial products, insurance, and investment strategies
• Experience in Consulting, with the ability to offer strategic advice and address client goals effectively
• Excellent Communication skills, including the ability to explain complex financial concepts clearly
• Proficiency in financial planning tools and knowledge of regulatory standards
• Ability to work independently and as part of a collaborative team
• Relevant certifications or licenses, such as Certified Financial Planner (CFP) certification, are a plus