Wealth Management Consultant | Singapore, SG

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

Job summary

A leading insurance company in Singapore is seeking a Wealth Management Consultant to manage client portfolios and deliver financial advice. The role demands a minimum of a diploma and 3-5 years of experience in insurance sales, with specific certifications required. Join us to inspire better futures and help clients achieve financial security.

Qualifications

• Minimum education: Diploma, Advanced/Higher/Graduate Diploma and higher.
• 3-5 years of relevant experience with demonstrated track record of sales achievement.
• Experience in Insurance related Sales environment with certifications in CMFAS.

Responsibilities

• Perform financial planning exercise with clients as an individual producer.
• Manage inquiries and referrals from introducers and partners.
• Ensure seamless customer experience from application to policy inception.

Skills

Sales achievement

Financial planning

Customer service

Organizational skills

Estate planning knowledge

Education

Diploma or higher

Tools

CMFAS certifications (M5, M9, M9A, HI)

Job description

Wealth Management Consultant

AIA Singapore Private Limited Singapore Apply now Posted 9 hours ago Permanent Competitive

Wealth Management Consultant

AIA Singapore Private Limited Singapore Apply now

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 Business Development. This is an exciting opportunity being part of a pioneer team, so join us today to make a difference!

Key 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.

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 benefit

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

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AIA Group Limited and its subsidiaries (collectively “AIA” or the “Group”) comprise the largest independent publicly listed pan-Asian life insurance g...

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