Senior Client Advisor: Financial Wellness & Growth

income insurance limited; Singapore; On-site; SGD 42,000 - 54,000; Full time

Benefits offered by this job

Performance bonuses

Training & development

Health benefits

Flexible work arrangements

Collaborative culture

Job summary

Income Insurance Limited is seeking a Client Adviser to deliver personalised financial guidance and support to customers in Singapore. This full-time role focuses on building lasting client relationships and helping clients achieve financial security and peace of mind.

You will engage clients, tailor financial solutions, and process applications while maintaining accurate records and collaborating with teams to ensure top-notch service. Fresh graduates are welcome to apply.

Qualifications

• Diploma or degree in any field is required.
• Strong customer service orientation and a results-driven mindset.
• Willingness to learn and adapt to financial regulations.
• CMFAS certifications are preferred but not required.
• Fresh graduates are welcome to apply.

Responsibilities

• Proactively engage with clients to understand their financial goals and needs.
• Provide comprehensive financial advice and solutions tailored to each client.
• Process new applications and policy changes efficiently and accurately.
• Maintain detailed client records and documentation.
• Collaborate with internal teams to deliver exceptional customer service.
• Continuously expand knowledge of financial products and regulations.

Skills

Interpersonal skills

Problem-solving

Analytical skills

Teamwork

Independent work

Willingness to learn

Education

Diploma or degree in any field

Job description

Income Insurance Limited is seeking a Client Adviser to deliver personalised financial guidance and support to customers in Singapore. This full-time role focuses on building lasting client relationships and helping clients achieve financial security and peace of mind.

You will engage clients, tailor financial solutions, and process applications while maintaining accurate records and collaborating with teams to ensure top-notch service. Fresh graduates are welcome to apply.