Hybrid Financial Advisor: Wealth, Protection & Retirement

Income Insurance Limited; Singapore; Hybrid; SGD 60,000 - 120,000; Full time

Job summary

Income Insurance Limited in Singapore is seeking a Financial Advisor to provide holistic financial guidance for individuals, families, and businesses. You will conduct needs analyses, recommend insurance and investment products, and support retirement planning while building lasting client relationships.

The role requires strong communication, integrity, and a client-centric approach in a hybrid working environment, with attention to regulatory compliance and ongoing market awareness.

Qualifications

• Strong skills in Financial Planning and Financial Advisory to assess client needs and recommend appropriate solutions.
• Knowledge of Finance, Insurance, savings and wealth management products.
• Understanding Retirement Planning strategies for long-term financial security.
• Academic background in finance, business, economics; CFP/CFA a plus.
• Excellent communication and presentation skills for client relationships.
• High integrity, ethical advice and meticulous documentation.

Responsibilities

• Conduct financial needs analyses for individuals, families, and businesses.
• Recommend suitable insurance and investment products aligned with client goals.
• Assist clients with retirement planning and wealth accumulation strategies.
• Maintain long-term client relationships and review portfolios regularly.
• Stay current with market developments, regulations, and company offerings.
• Collaborate with internal teams and participate in sales & educational initiatives.

Skills

Financial Planning

Financial Advisory

Finance & Investments

Retirement Planning

Interpersonal Skills

Integrity & Ethics

Time Management

Teamwork & Collaboration

English Fluent

Education

Finance/Business/Economics degree

CFP/CFA advantageous

Job description

Income Insurance Limited in Singapore is seeking a Financial Advisor to provide holistic financial guidance for individuals, families, and businesses. You will conduct needs analyses, recommend insurance and investment products, and support retirement planning while building lasting client relationships.

The role requires strong communication, integrity, and a client-centric approach in a hybrid working environment, with attention to regulatory compliance and ongoing market awareness.