Wealth Planning Advisor

Income-Insurance-Limited; Singapore; Presencial; SGD 70.000 - 120.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Financial advisory

Wealth management

Financial planning

Client-facing

Educación

CMFAS (M5/M6/M9/HI)

Descripción del empleo

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.