Financial Services Consultant

Company Description Infinity Financial Advisory is focused on building an integrated ecosystem offering a full suite of advisory and support capabilities for clients and consultants. The firm emphasizes “limitless boundaries, absolute impact,” creating an environment where financial professionals can grow and excel at every stage of their careers. Consultants benefit from structured support, guidance, and tools designed to help them deliver high-quality financial advice. Infinity Financial Advisory is committed to innovation, professional development, and long-term client relationships, and welcomes inquiries through its digital channels and dedicated contact email.

Role Description The Financial Services Consultant will provide tailored financial advice and solutions to individual and corporate clients, including needs analysis, portfolio reviews, and recommendations across insurance, investment, and retirement planning. Day-to-day responsibilities include meeting clients, conducting financial assessments, preparing proposals, and following up to ensure ongoing service quality. The consultant will collaborate with internal teams to stay updated on products, regulations, and market trends, and participate in training and development programs to enhance advisory capabilities. This is a full-time role based in Singapore with a hybrid work arrangement, allowing a combination of in-office collaboration and work-from-home flexibility. The role requires proactive prospecting, relationship management, and maintaining accurate documentation in line with compliance and regulatory standards.

Qualifications

• Candidates should possess strong Analytical Skills to interpret financial data, assess client needs, and evaluate risk and return.
• Candidates should possess foundational knowledge in Finance and Financial Services to advise on products such as insurance, investments, and wealth management solutions.
• Candidates should possess Consulting skills to identify client objectives, develop customized strategies, and present clear recommendations.
• Candidates should possess effective Communication skills, including the ability to explain complex concepts in simple terms and build long-term relationships.
• Relevant academic background in finance, business, economics, or a related field is beneficial; professional certifications (e.g., CFP, CFA, local licensing) are an advantage.
• Strong ethical standards, attention to detail, and familiarity with regulatory requirements in Singapore’s financial services industry are preferred.
• Ability to work independently, manage multiple client engagements, and adapt in a fast-paced, performance-driven environment.