Hybrid Wealth Management Advisor

AIA Singapore; Singapore; Hybrid; SGD 60,000 - 120,000; Full time

Job summary

AIA Singapore is seeking a Wealth Management Advisor in Singapore to meet clients, assess financial goals, and design tailored wealth and retirement plans. You will recommend insurance and investment solutions, conduct portfolio reviews, and provide ongoing advice to navigate changing needs and markets.

The role follows a hybrid work arrangement with in-office and remote work, requiring strong ethics, client focus, and collaboration with internal teams.

Qualifications

• Relevant academic background in Finance, Business, Economics, or related field.
• Professional certifications (CFP, CFA, CHFC) are an advantage.
• Excellent interpersonal, communication, and client relationship skills.
• Ability to explain complex financial concepts clearly.
• Strong analytical and regulatory compliance orientation.

Responsibilities

• Meet clients to assess financial goals and design tailored wealth plans.
• Develop retirement plans and recommend insurance and investment solutions.
• Conduct financial reviews and monitor client portfolios.
• Prepare compliant proposals and reports for clients.
• Build long-term client relationships with proactive follow-ups.

Skills

Financial Planning

Retirement Planning

Investments & Finance

Portfolio review

Protection planning

Asset accumulation

Interpersonal skills

Regulatory compliance

Education

Finance/Business/Economics degree

CFP

CFA

CHFC

Job description

AIA Singapore is seeking a Wealth Management Advisor in Singapore to meet clients, assess financial goals, and design tailored wealth and retirement plans. You will recommend insurance and investment solutions, conduct portfolio reviews, and provide ongoing advice to navigate changing needs and markets.

The role follows a hybrid work arrangement with in-office and remote work, requiring strong ethics, client focus, and collaboration with internal teams.