On-Site Financial Advisor: Retirement & Investments

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

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.