Financial Consultant

AIA; Singapore; Vor Ort; SGD 60.000 - 90.000; Vollzeit

Zusammenfassung

AIA Group Limited is seeking a Financial Consultant in Singapore to provide tailored financial advice and insurance solutions, helping clients meet long-term savings, protection, and retirement goals.

The role involves client consultations, risk assessment, product recommendations, portfolio reviews, and regulatory documentation, with collaboration across internal teams. On-site position emphasizing compliance and client-centric service.

Qualifikationen

• Bachelor’s degree in Finance, Business, Economics, or related field.
• Relevant professional certifications (e.g., CMFAS, CFP) are an advantage.
• Sales and service targets with a client-centric approach.

Aufgaben

• Provide tailored financial advice and insurance solutions to clients.
• Assess client needs and risk profiles to recommend suitable AIA products.
• Prepare comprehensive financial proposals for clients.
• Manage ongoing client relationships and review portfolios regularly.
• Ensure high standards of regulatory compliance and documentation.
• Collaborate with internal teams and participate in training and sales activities to stay updated.

Kenntnisse

Financial analysis

Needs-based financial planning

Portfolio review

Client consultations

Relationship management

Communication

Regulatory knowledge

CRM tools

Product updates

Ausbildung

Bachelor's degree

Tools

CRM tools

Productivity tools

Jobbeschreibung

Company Description

AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, with operations across 18 markets including Singapore. Established in Shanghai in 1919, AIA has grown into a market leader in Asia (excluding Japan), holding leading positions across most of its markets and reporting total assets of US$345 billion as of 31 December 2025. The Group offers a broad range of products and services, including life, accident, and health insurance, savings plans, employee benefits, credit life, and pension solutions. Through an extensive network of agents, partners, and employees, AIA serves over 44 million individual policyholders and more than 16 million members of group insurance schemes. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited, with American Depositary Receipts traded over the counter under the ticker “AAGIY”.

Role Description

The Financial Consultant role at AIA is a full-time, on-site position based in Singapore. The individual in this role provides tailored financial advice and insurance solutions to clients, helping them meet long-term savings, protection, and retirement goals. Day-to-day responsibilities include conducting client consultations, assessing financial needs and risk profiles, recommending appropriate AIA products, and preparing financial proposals. The role also involves managing ongoing client relationships, reviewing portfolios regularly, and ensuring high standards of regulatory compliance and documentation. Financial Consultants collaborate with internal teams and participate in training and sales activities to stay informed about product updates, market developments, and best practices.

Qualifications

• Strong skills in financial analysis, needs-based financial planning, and portfolio review, with the ability to translate client goals into structured solutions.
• Competence in client consultation, relationship management, and communication, including presenting complex financial concepts in clear, accessible language.
• Knowledge of life insurance, health insurance, savings plans, and retirement planning, with an understanding of risk management and protection strategies.
• Familiarity with regulatory and compliance requirements in the Singapore financial services sector, including documentation standards and ethical sales practices.
• Proficiency in using productivity and CRM tools for client management, reporting, and follow-up activities.
• Bachelor’s degree in Finance, Business, Economics, or a related field; relevant professional certifications (e.g., CMFAS, CFP) are an advantage.
• Demonstrated ability to work towards sales and service targets while maintaining a client-centric approach and high professional integrity.
• Prior experience in financial advisory, insurance, banking, or wealth management is preferred but not mandatory for highly motivated candidates with strong aptitude.