Strategic Wealth Advisor

Income Insurance Limited; Singapore; On-site; SGD 67,000 - 134,000; Full time

Job summary

Income Insurance Limited seeks a Wealth Advisory Specialist to guide clients through comprehensive financial planning in partnership with Income Financial Advisors. You will deliver tailored wealth solutions aligned with long-term goals, ensuring personalised guidance and ongoing alignment throughout the planning journey.

The role emphasizes holistic planning, strong client relationships, and ongoing reviews to adapt plans to changing life and market conditions, with CMFAS qualifications

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.
• CMFAS M5/M6/M9 HI or equivalent certifications are required.

Responsibilities

• Conduct holistic financial planning covering protection, investment, retirement, wealth accumulation, and legacy planning.
• Collaborate with Income Financial Advisors to align client needs with planning direction and solutions.
• Build rapport with clients, conduct periodic plan reviews, and adjust plans for life changes or market shifts.

Skills

Client-facing

Financial planning

Needs analysis

Wealth management

Collaboration

Education

CMFAS M5/M6/M9 HI

Job description

Income Insurance Limited seeks a Wealth Advisory Specialist to guide clients through comprehensive financial planning in partnership with Income Financial Advisors. You will deliver tailored wealth solutions aligned with long-term goals, ensuring personalised guidance and ongoing alignment throughout the planning journey.

The role emphasizes holistic planning, strong client relationships, and ongoing reviews to adapt plans to changing life and market conditions, with CMFAS qualifications