Wealth Management Consultant

AIA Singapore; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

AIA Singapore is hiring for a Wealth Management role focused on personal financial planning, sales growth and exceptional client service.

The successful candidate will manage a portfolio, provide advice on wealth accumulation and legacy planning, and collaborate with partners to drive sales initiatives in a client-centred environment.

Qualifications

• Diploma or higher is required.
• 3–5 years of sales experience with a track record of achieving targets.
• Certifications CMFAS M5, M9, M9A, HI are preferred.
• Experience in insurance sales and HNW case management is expected.
• Knowledge of estate planning and trust services is a plus.

Responsibilities

• Perform financial planning with clients as an individual producer and achieve sales targets under Wealth Management leadership.
• Manage inquiries and referrals from introducers and partners through the full sales cycle.
• Ensure seamless customer experience from client application to policy inception.
• Address servicing queries and act as first point of contact for complaints.
• Provide financial advice and recommendations on wealth accumulation and legacy planning; manage own client portfolio.
• Support marketing initiatives and participate in sales training and CPD hours.

Skills

Sales

Financial planning

Client relations

Financial advice

Education

Diploma or higher

Tools

CMFAS M5/M9/M9A/HI

Job description

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

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.

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 Wealth Management.

This is a salaried position with sales incentive and employee benefits.

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 Wealth Management


• 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

Build a career with us as we help our customers and the community 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 outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

ABOUT AIA

For over a century, AIA has served the ever-changing needs of our customers across Asia-Pacific. Our Purpose to help millions of people live Healthier, Longer, Better Lives is at the heart of everything we do.

As pioneering innovators, we’re now transforming AIA to be faster, simpler and more connected to create better solutions and impactful experiences for our customers and communities. AIA encourages and enables our people to act with clarity, courage and humanity in service of our Purpose.

JOIN US

At AIA, we believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. Whether it’s investing better wellbeing, inspiring better learning, building better relationships, or making a better impact on customers, a career at AIA will challenge you to find new ways to pursue your ‘better’.

AIA is committed to building a vibrant, diverse, and inclusive workforce for all employees to thrive in. Join us if you believe in creating a better tomorrow!