Holistic Wealth Advisor

Income Insurance Limited

Singapore

On-site

SGD 80,000 - 120,000

Full time

3 days ago

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Job summary

Income Insurance Limited is seeking a Wealth Advisory Specialist in Singapore to guide clients through holistic financial planning. You will collaborate with Income Financial Advisors to deliver tailored wealth solutions aligned with clients’ long-term goals and ensure seamless, expert guidance throughout the advisory journey.

The role emphasizes building client trust, conducting periodic reviews, and keeping plans adaptive to evolving needs in a dynamic market environment.

Qualifications

5 years of experience in financial advisory, wealth management, financial planning, banking, or related client-facing financial roles.
Experience in conducting financial needs analysis, portfolio discussions, or advisory consultations is strongly preferred.
Relevant certifications such as CMFAS (e.g., M5, M6, M9, HI) are required.

Responsibilities

Conduct in-depth financial discovery to understand clients’ financial goals, life priorities, risk appetite, and overall financial landscape.
Develop comprehensive financial plans that cover protection, investment, retirement, wealth accumulation, and legacy planning.
Recommend personalised financial strategies and solutions that address clients’ specific needs and aspirations.
Provide clarity and guidance on financial options, helping clients make informed, confident decisions.