II

Wealth Advisor

Income Insurance Limited

D07 Middle Road, Golden MilePermanentS$4,200 – S$6,000/mo

Posted 22 Jul 2026

About this role

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

What they're looking for

CertificationsEthical Conduct and Professional IntegrityInsurance PlanningPassion for Helping Others

About Income Insurance Limited

Industry: Financial & insurance

Frequently asked questions

What does a Wealth Advisor at Income Insurance Limited do?

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 benefit…

What skills does this Wealth Advisor role need?

Key skills for this role include Certifications, Ethical Conduct and Professional Integrity, Insurance Planning, Passion for Helping Others.

How much does a Wealth Advisor at Income Insurance Limited pay?

This role lists a salary of S$4,200 – S$6,000 per month.

Is this Wealth Advisor role remote, hybrid, or on-site?

The listing is based in D07 Middle Road, Golden Mile. Check the posting for remote or hybrid options.

How do I apply for this Wealth Advisor role?

You can apply directly on Income Insurance Limited's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.