Financial Consultant – Mid-Career Change | Training Provided

AIA Singapore; Singapore; On-site; SGD 50,000 - 80,000; Full time

Benefits offered by this job

Training allowance

Mentorship

Licensing support

Structured onboarding

Job summary

Victor Lim Wealth Management, representing AIA Singapore, invites experienced professionals to pivot into financial consultancy through a structured training pathway, close mentorship, and proven frameworks to build a sustainable practice.

The role provides a regulated transition with licensing support, ongoing coaching, and a transparent path to competency, designed for individuals seeking ownership and meaningful, long-term impact.

Job description

Rebuild your next chapter with structure, support, and real ownership.

If you have been laid off, caught in restructuring, or simply feel your experience is being under-used, you are not alone. Many capable professionals are realising stability isn’t always found in a job title. It’s built through transferable skills, trusted relationships, and a platform that lets you grow.

At Victor Lim Wealth Management (representing AIA Singapore), we support experienced professionals making a deliberate career switch into financial consultancy with a structured training pathway, close mentorship, and proven frameworks to help you build a sustainable practice.

The role is a professional transition into a regulated role, with training, standards, and a clear path to competency.

Why this role may fit you?

• Autonomy with structure
• Flexible schedule, backed by clear onboarding, coaching, and business frameworks
• Work that matters
• Help individuals and families gain clarity, protection, and long-term confidence.
• A real runway (not “figure it out yourself”)
• You will receive guidance, accountability, and practical support as you transition.

What you will do?

• Conduct fact-finding and provide advice across protection, retirement, legacy planning, wealth accumulation, and business solutions
• Build long-term client relationships through consistent, high-trust engagement
• Learn and apply holistic planning frameworks
• Use digital platforms to strengthen personal branding, client engagement, and portfolio reviews
• Contribute to a supportive, collaborative team environment

Who should consider applying?

• Ideal for experienced professionals (typically 10 to 20 years of work experience) seeking a structured career switch
• Proven workplace experience and maturity in stakeholder management; years are indicative, not a strict requirement
• Strong communicators who enjoy relationship-building and problem-solving
• Comfortable working towards goals, learning new skills, and taking ownership of outcomes
• Willing to complete required training and obtain relevant licences
• Singaporeans and permanent residents only

What we offer?

• Training allowance over 24 months under the Entrepreneur Power Scheme, plus bonuses and incentives (subject to programme requirements and performance)
• Direct mentorship from Master District Director Victor Lim, plus guidance from experienced team members
• Structured onboarding and licensing support via AIA Singapore
• Ongoing development in advisory skills, client engagement, and practice-building
• A diverse team culture that values professionalism, integrity, and growth

If you are ready to explore a meaningful pivot, let’s have a confidential conversation.

Authorised representative of AIA Singapore Private Limited