Singapore Financial Advisor - Insurance & Wealth

AIA; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Financial analysis

Needs-based financial planning

Portfolio review

Client consultations

Relationship management

Communication

Regulatory knowledge

CRM tools

Product updates

Education

Bachelor's degree

Tools

CRM tools

Productivity tools

Job description

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.