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Financial Consultant

Income Insurance Limited · Singapour

Hybrid 🇬🇧 English

Job description

About the role

Income Insurance Limited is seeking a full‑time Financial Consultant to join its Singapore team. This hybrid position offers the flexibility of partial work‑from‑home while maintaining a strong client‑facing presence.

Key responsibilities

  • Analyse client financial needs and develop personalised financial plans.
  • Recommend suitable insurance, investment and retirement products.
  • Conduct client profile assessments and provide ongoing advice on investments and retirement planning.
  • Build and maintain long‑term relationships to ensure clients’ financial well‑being.

Required profile

  • Bachelor’s degree in Finance, Economics, Business or a related field (preferred).
  • Relevant certification in financial advisory or wealth management (advantageous).
  • Ability to work independently and collaborate within a hybrid team environment.

Required skills

  • Strong financial planning and retirement planning capabilities.
  • Expertise in investments and finance to recommend appropriate products.
  • Sharp analytical skills for assessing client situations.
  • Proficiency with financial planning software and digital tools.

Questions fréquentes

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Published 2 months ago

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Income Insurance Limited

Singapour