Wealth Management Consultant

AIA Singapore Private Limited; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading insurance firm in Singapore is seeking a dedicated professional for a financial planning role. You will manage client inquiries and deliver high-quality service while achieving sales targets. The ideal candidate has a diploma or higher, 3-5 years of relevant experience, and must hold CMFAS certifications. This position offers an opportunity to build a rewarding career helping clients achieve their financial goals.

Qualifications

• Minimum education of Diploma, Advanced / Higher / Graduate Diploma.
• 3-5 years of relevant experience with a track record in sales.
• Exceptional organizational skills with a results-driven approach.

Responsibilities

• Perform financial planning and achieve sales targets.
• Manage client inquiries and sales cycle.
• Ensure seamless customer experience and satisfaction.

Skills

Sales achievement

Organizational skills

Customer service

Attention to detail

Financial advice

Education

Diploma or higher

Tools

CMFAS certifications (M5, M9, M9A, HI)

Job description

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 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.

Key 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 benefitli>

Build a career with us as we help our customers and themunity live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and oue of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Job ID JR-59991