Wealth Manager

Company Description

Income Advisory Financial Advisers, previously known as Infinitum Financial Advisory, has rebranded to emphasize our strengthened collaboration with Income Insurance. Based in Singapore, we remain committed to delivering trusted and comprehensive financial solutions to our clients. Our name may have changed, but our dedication to serving your financial needs has not.

Role Description

This is a full-time hybrid role for a Wealth Manager. The Wealth Manager will be responsible for providing comprehensive financial planning and investment management services to clients. Key tasks include assessing clients&apos financial needs, developing investment strategies, managing investment portfolios, and advising on insurance products. This role will be based in Singapore with some work from home flexibility.

Qualifications

• Expertise in Financial Planning and Finance
• Proficiency in Investment Management and Investments
• Knowledge of Insurance products and solutions
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• A degree in Finance, Economics, Business, or a related field
• Experience in client relationship management