Financial Advisor

About the role

The Financial Advisor role at INZY is a full‑time hybrid position based in Singapore, offering flexibility for remote work. You will provide personalized financial and insurance advice, helping clients understand coverage options, develop financial plans, and pursue long‑term strategies.

Key responsibilities

• Meet with clients to assess their financial needs and goals.
• Create tailored financial and insurance plans.
• Recommend suitable insurance and investment products.
• Monitor client portfolios and conduct regular reviews.
• Adjust strategies based on life changes or market conditions.
• Maintain accurate client records and stay current with industry regulations.
• Collaborate with internal teams to ensure a consistent client experience.

Required profile

• Strong foundation in finance and financial planning.
• Expertise in retirement planning and investments.
• Experience in financial advisory with client‑focused recommendations.
• Relevant academic background in finance, business, economics, or related field; certifications such as CFP or ChFC are a plus.
• Excellent communication and ability to translate complex concepts into accessible advice.
• Analytical, detail‑oriented, and proficient with financial planning tools and software.
• Ability to work effectively in a hybrid environment and build long‑term client relationships.

Required skills