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

Company Description

AIA Singapore is part of AIA Group, the largest independent publicly listed pan-Asian life insurance group and one of the world’s leading life insurers by market capitalisation. In Singapore, AIA plays a key role in supporting the nation’s social and economic progress by helping individuals and families live healthier, longer, better lives. Working alongside one of Singapore’s largest teams of Financial Services Consultants, its staff are united in delivering excellent service and building brighter futures for customers. Guided by the philosophy of “Doing the Right Thing, in the Right Way, with the Right People,” AIA Singapore partners with individuals, families, and corporates to provide trusted, long-term protection and wealth solutions. Personal data is managed in line with the AIA Singapore Privacy Policy, ensuring responsible handling of information.

Role Description

This full-time Wealth Management Advisor role is based in Singapore and follows a hybrid work arrangement, with a mix of in-office and work-from-home flexibility. The Advisor will meet with clients to assess their financial goals, develop tailored wealth and retirement plans, and recommend suitable insurance and investment solutions. Daily responsibilities include conducting financial reviews, monitoring client portfolios, and providing ongoing advice to help clients navigate changing needs and market conditions. The role involves collaborating with internal teams, staying informed about regulatory developments and product offerings, and preparing clear, compliant proposals and reports. The Advisor is expected to build long-term client relationships through proactive follow-ups, service excellence, and a strong focus on ethics and professionalism.

Qualifications

• Strong expertise in Financial Planning and Retirement Planning to design comprehensive, long-term strategies for diverse client profiles.
• Proficiency in Investments and Finance to analyze products, assess risk and return, and explain solutions in a clear, accessible manner.
• Experience delivering holistic Wealth Management Services, including portfolio review, protection planning, and asset accumulation strategies.
• Relevant academic background in Finance, Business, Economics, or a related field; professional certifications (e.g., CFP, CFA, CHFC) are an advantage.
• Excellent interpersonal, communication, and client relationship skills, with the ability to work collaboratively in a team-oriented culture.
• High level of integrity, commitment to regulatory compliance, and strong analytical and problem-solving capabilities.
• Comfort with digital tools and platforms for remote client engagement, reporting, and ongoing portfolio monitoring.