jobs in INCOME INSURANCE LIMITED

全职 Wealth Advisor Jobs, salary up to SGD 4,200 in INCOME INSURANCE LIMITED - Ricebowl

SGD4,200 - SGD4,200 每月

Central Region (Singapore)

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工作地点

  • 75 BRAS BASAH ROAD Central Region (Singapore) Singapore

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岗位职责

Build a rewarding career in financial advisory with thesupport of a leading financial services company.

We're looking for driven and customer-focused individualswho are passionate about helping clients achieve their financial goals. With a monthlybasic salary, attractive incentives, employee benefits, structured training,and clear career progression, you'll be fully equipped to succeed as atrusted Wealth Advisor.

As part of our multi-channel distribution team, you'llprovide clients with holistic financial and protection solutions while buildinglong-term relationships based on trust and professionalism.

What You'll Do

·      Conduct financial needs analysis and recommendsuitable protection, wealth accumulation, retirement, and investment solutions

·      Assess clients' financial situations and developpersonalized financial strategies

·      Provide professional advice on insurance andfinancial planning for individuals and businesses

·      Perform regular client reviews to ensurefinancial plans remain relevant to evolving life goals and circumstances

·      Prepare and explain financial summaries, incomeprojections, and investment performance reports

·      Build and maintain strong relationships with newand existing clients

·      Deliver exceptional customer experiences whileupholding the highest standards of integrity and professionalism

What We're Looking For

Bachelor's Degree in any discipline

CMFAS certifications: M5/RES5,M9, M9A, HI, BCP and PGI

Strong communication and interpersonal skills

Results-driven and motivated by performance-based rewards

Passion for helping individuals and families improve their financial well-being

Self-motivated, resilient, and client-focused

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