Wealth Management Consultant

AIA; Singapore; On-site; SGD 45,000 - 65,000; Full time

Job summary

A financial services provider in Singapore is seeking an experienced individual to perform financial planning and manage client portfolios. The successful candidate will have 3-5 years of sales experience, preferably in the insurance sector, and will be responsible for achieving sales targets and ensuring a seamless customer experience. Relevant certifications are required. Join us today to make a difference!

Qualifications

• 3-5 years of relevant experience in sales.
• Experience in insurance-related sales environment.
• Certifications in CMFAS M5, M9, M9A, HI required.

Responsibilities

• Perform financial planning exercises with clients.
• Manage inquiries and referrals from partners.
• Ensure seamless customer experience.
• Attend to servicing queries from clients.
• Manage own portfolio of clients providing financial advice.
• Drive company initiatives and participate in sales training.

Skills

Sales achievement

Customer service

Financial planning

Organizational skills

Portfolio management

Education

Diploma or higher

Job description

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

So if you believe in inspiring a better future, read on.

About the Role

Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Business Development. This is an exciting opportunity being part of a pioneer team, so join us today to make a difference!

Responsibilities

• Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Business Development
• Manage inquiries and referrals from introducers, internal and external partners, follow through directly with the customer throughout the entire sales cycle.
• Ensure seamless customer experience from client application, medical to policy inception
• Attend to servicing queries from clients and be the first point of contact for any customer complaints
• Manage own portfolio of clients by Providing financial advice based on clients’ financial and protection needs Providing recommendation to clients on wealth accumulation and legacy planning Delivering a high level of professional customer service to customers
• Driving company initiatives / projects, eg, Lead Generation Campaigns, Customer Promotions etc.
• Participate in scheduled sales training and other professional development courses to enhance sales skills and meet the mandatory CPD hours requirement to ensure Fit & Proper.

Requirements

• Minimum education : Diploma, Advanced / Higher / Graduate Diploma and higher
• 3-5 years of relevant experience with demonstrated track record of sales achievement
• Great enthusiasm, a can-do attitude, and exceptional organizational skills to this highly visible role to help with the sales growth.
• Results-driven, professional, passionate for growth
• Experience in Insurance related Sales environment with certifications in CMFAS M5, M9, M9A, HI.
• Experience with HNW case management
• Knowledge of estate planning, trust services will be added benefit