Wealth Advisory Specialist

Income-Insurance-Limited; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

Income-Insurance-Limited is seeking a Wealth Advisory Specialist to support clients through comprehensive financial planning in collaboration with Income Financial Advisors. You will deliver tailored wealth solutions aligned with clients' long-term goals and ensure a cohesive advisory journey.

Responsibilities include holistic planning, needs analysis, and ongoing reviews to keep plans relevant amid life changes and market conditions.

Qualifications

• 5 years of client-facing financial advisory experience.
• Experience in financial needs analysis or advisory consultations preferred.
• CMFAS certifications such as M5, M6, M9, HI are required.

Responsibilities

• Conduct in-depth financial discovery to understand clients' goals, priorities, risk appetite, and overall financial landscape.
• Develop comprehensive financial plans covering protection, investment, retirement, wealth accumulation, and legacy.
• Recommend personalised financial strategies addressing clients' needs and aspirations.
• Provide clarity on financial options to help clients make informed decisions.
• Collaborate with Income Financial Advisors to align planning direction and recommendations.
• Coordinate communications to ensure timely updates and documentation.

Skills

Financial advisory

Wealth management

Financial planning

Client-facing

Education

CMFAS (M5/M6/M9/HI)

Job description

Summary:

The Wealth Advisory Specialist supports clients through comprehensive financial planning, collaborating with Income Financial Advisors to deliver tailored wealth solutions aligned with clients' long-term goals. This role enhances the advisory experience by ensuring clients receive personalised, expert guidance and that clients and advisors stay aligned throughout their financial planning journey.

Responsibilities:

Holistic Financial Planning

• 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.

Collaboration with Income Financial Advisors

• Work closely with Income Financial Advisors to ensure shared understanding of client needs, planning direction, and solution recommendations.
• Maintain aligned advisory strategies across all parties to deliver a consistent, cohesive client experience.
• Act as a central coordination point to ensure smooth, timely communication throughout the advisory process.
• Provide clients and advisors with accurate updates, necessary documentation, and follow-through on agreed next steps.

Relationship Building & Client Support

• Build rapport and trust with clients through professional, transparent, and empathetic engagement.
• Conduct periodic reviews with clients to assess plan performance and recommend adjustments in response to life changes or market conditions.
• Ensure financial plans remain relevant and adaptive to clients' evolving needs.

Requirements:

• 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.