Financial Consultant

Company Description

Income Insurance Limited is a leading composite insurer in Singapore, providing a comprehensive range of life, health, and general insurance solutions. Since its establishment in 1970, the company has prioritized serving individuals, families, and businesses by addressing their protection, savings, and investment needs. With a lifestyle-focused and data-driven approach, Income Insurance is dedicated to innovative financial planning solutions that enhance financial well-being. Additionally, the company is committed to promoting financial inclusion, supporting youth education, and improving seniors well-being, while championing environmental sustainability.

Role Description

This is a full-time hybrid role for a Financial Consultant based in Singapore, with the flexibility of partial work-from-home arrangements. The Financial Consultant will assist clients in achieving their financial goals by analyzing their financial needs, developing personalized strategies, and recommending suitable financial products. Day-to-day responsibilities include assessing client profiles, advising on investments, retirement planning, and other financial matters, and maintaining long-term relationships with clients to ensure their financial well-being.

Qualifications

• Strong skills in Financial Planning and Retirement Planning to tailor solutions for diverse client needs.
• Expertise in Investments and Finance to recommend appropriate financial products and strategies.
• Sharp Analytical Skills to assess clients financial situations and create effective plans.
• Excellent interpersonal and communication skills to build trust and maintain client relationships.
• A Bachelor's degree in Finance, Economics, Business, or related fields is preferred.
• Certification in financial advisory or wealth management is an advantage.
• Proficiency in using financial planning software and digital tools is a plus.
• Ability to work independently and collaborate with a team in a hybrid work environment.