Wealth Manager, HNW

AIA Hong Kong and Macau; Singapore; On-site; SGD 120,000 - 230,000; Full time

Job summary

AIA Hong Kong and Macau is seeking an AHNW Wealth Manager to drive growth in Affluent and High Net Worth segments through the TD Sales Force, implementing sales initiatives and promoting the Prestige Club.

You will train Agency and AFA Leaders, manage case discussions, expand offshore opportunities, and collaborate with districts to raise AHNW awareness while supporting digitalisation and client-centric programs.

Qualifications

• Excellent communication and interpersonal skills with the ability to multi-task.
• Business development and case management experience is good to have.
• Strong perseverance and desire to succeed.
• Engaging personality and willingness to learn.
• Understanding of wealth management tools and processes to serve AHNW clients.

Responsibilities

• Foster rapport with Agency/AFA Sales to meet AHNW growth targets.
• Update AHNW production progress and share wealth management best practices.
• Support AHNW business via case discussions and management.
• Drive offshore AHNW opportunities and initiatives.
• Provide AHNW training to uplift districts' competency.
• Identify new business opportunities and leads generation.
• Support digitalisation and customer-centric agency culture initiatives.
• Drive AHNW initiatives including recognition events and campaigns.
• Liaise with operations for AHNW new business applications.
• Promote Club benefits to increase Prestige Club awareness and retention.
• Design and monitor AHNW sales activities to boost productivity.
• Collaborate with Location BD team on campaigns.
• Develop and update sales aids and marketing materials.

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

Job Description Summary A Wealth Managers who will be responsible to drive growth in the Affluent and High Net Wealth (AHNW) business through TD Sales Force. He/she will implement initiatives, sales & promotion activities, to grow the Affluent & HNW business and the number of Personal Wealth Managers for the HNW Prestige Club.

What you will be doing

• Foster and deepen rapport with Agency and AFA Sales force to meet and exceed growth targets in terms of AHNW sales productivity and Prestige Club members.
• Engage Agency and AFA Leaders and FCSs via Districts Meeting to provide regular updates of AHNW Production progress reports and train/share knowledge on best practices on Wealth Management propositions to increase competency and awareness
• Engage Agency and AFA Leaders and FCSs to provide support on AHNW business through Case Discussions and Case Management support.
• Drive and Support Agency and AFA Leaders and FCSs on Offshore business opportunities and initiatives
• Provide AHNW related/bespoke training and support to Agency and AFA Leaders and FCSs to uplift the competency level of individual districts.
• Identify and develop new business opportunities or leads generation ideas to create sales platforms.
• Involve and work on special initiatives to drive Company’s strategic objectives towards Digitalisation and Customer centric agency culture.
• Drive and implement Company’s AHNW initiatives for Agency and AFA including recognition events and campaigns.
• Liaise with Operational teams for AHNW new business applications.
• Work with Clusters and Districts to increase awareness of the Club and retention rate of Prestige Club members through promotion of the Club benefits and privileges.
• Design, Execute and Monitor AHNW sales related activities and campaigns to increase productivity and competency.
• Work closely with respective Location BD Team to roll out sales related activities and campaigns.
• Develop and update sales aids & marketing materials as required.

What you will have

• Degree holder
• Minimum 3 - 5 years of working experience in the Financial Services Industry
• Good understanding of the insurance industry, products and Affluent and HNW segment
• Excellent communication and interpersonal skills with the ability to multi-task
• Sharp business acumen, adaptable and team player
• Strong perseverance and desire to succeed
• Engaging personality and willingness to learn is a must
• Business development and Case management experience is good to have
• To have basic knowledge in wealth management tools like Wills, Trusts, Financing, Family Offices, Offshore Regions sales and business proposition process, etc. to further understand the more complex needs of the AHNW client.
• Undertake any other projects assigned from time to time assigned by Company to drive growth in the AHNW business.

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.

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. As the largest listed company on the Hong Kong Stock Exchange, we’ve been proudly making a difference for people and communities across Asia for over a century. And we build on this every day with our ambition to engage one billion people to live Healthier, Longer, Better Lives by 2030. If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way. Inspiring and supporting you to thrive - not just at work, but in life. Believe in better with AIA.