Financial Advisor

AIA; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

AIA Group Limited, a leading pan-Asian life insurer, seeks a Financial Advisor in Singapore to work with individuals and corporate clients to tailor protection, savings, retirement and investment plans.

You will conduct consultations, assess needs, prepare and present plans, recommend products, review portfolios, and stay updated on regulations while coordinating with internal teams and training programs.

Qualifications

• Candidates should have strong skills in financial planning and retirement planning to assess client needs and design long-term solutions.
• Finance and investments acumen to analyze products, market conditions, and risk profiles.
• Experience in financial advisory with client-centric guidance and compliant recommendations.
• Excellent communication, interpersonal, and client relationship management skills to explain complex concepts clearly.

Responsibilities

• Conduct client consultations to understand financial goals and needs.
• Assess financial situations and tailor protection, savings, retirement and investment plans.
• Prepare and present comprehensive financial plans to clients.
• Recommend appropriate AIA products and services based on client needs and goals.
• Perform ongoing portfolio reviews and policy servicing; follow up to keep clients on track.

Skills

Financial planning

Retirement planning

Finance & investments

Financial advisory

Communication skills

Client relations

Education

Bachelor's degree in Finance/Business

Tools

CRM systems

Financial software

Job description

Company Description AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, with operations across 18 markets and strategic shareholdings in additional regional insurers. Established in Shanghai in 1919, AIA is a market leader in Asia (excluding Japan) based on life insurance premiums and maintains strong positions in most of its markets. The Group provides a comprehensive range of solutions, including life, accident and health insurance, savings plans, employee benefits, credit life, and pension services. Serving over 45 million individual policyholders and more than 16 million group scheme members, AIA delivers long-term protection and savings through an extensive network of agents, partners, and employees. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited and also trades American Depositary Receipts over the counter.
Role Description This full-time, on-site Financial Advisor role is based in Singapore. The Financial Advisor will work directly with individual and corporate clients to understand their financial goals and develop tailored solutions in areas such as protection, savings, retirement, and investment planning. Daily responsibilities include conducting client consultations, assessing financial needs, preparing and presenting financial plans, and recommending appropriate AIA products and services. The role involves ongoing portfolio review, policy servicing, and regular follow-ups to ensure clients remain on track with their goals. The Financial Advisor will also collaborate with internal teams, participate in training programs, and stay current on market trends, regulatory requirements, and AIA offerings.
Qualifications

• Candidates should possess skills in Financial Planning and Retirement Planning to assess client needs and design suitable long-term solutions.
• Candidates should possess skills in Finance and Investments to analyze financial products, market conditions, and risk profiles.
• Candidates should possess skills in Financial Advisory to provide compliant, client-centric guidance and recommendations.
• Strong communication, interpersonal, and client relationship management skills, with the ability to explain complex financial concepts clearly.
• Relevant academic background in Finance, Business, Economics, or a related field; professional certifications in financial planning or advisory are an advantage.
• Ability to work in a structured, on-site environment in Singapore, with high ethical standards and attention to regulatory and compliance requirements.
• Proficiency with digital tools and CRM systems, and a track record of achieving sales or advisory performance targets is beneficial.