![AIA Singapore Private Limited](https://media.trabajo.org/img/noimg.jpg)
Wealth Center Manager
4 weeks ago
We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us.
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. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.
If you believe in better, we'd love to hear from you.
About the Role
Job Description Summary
The key responsibility of the Wealth Centre Manager is to be the first point of contact for all guests at the premises. The WCM is expected to provide high service standards to customers and financial consultants who visit the Wealth Centre. They are to ensure guests are brought into their respective meeting spaces and be proactive in supporting the needs of the customers at the premise.
Success in this role is centred on strong interpersonal skills as well as a result oriented and customer approach to offer best in class service to guests. This is an exciting opportunity to be part of something new, so join us today
Job Description
What you will do:
- To serve with passion and confidence. Service styles are always proactive and genuine. The outcome is to create a deliberate and differentiated customer experience.
- Expected to be well groomed and project high level of professionalism in all customers' interaction.
- To provide consistent and positive customer experience to all customers, paying particular attention in Welcoming, leading to meeting spaces and ensuring customer is well hosted with light refreshments.
- Participate in districts' engagement events or other customer events such as Investment Seminars.
- To upkeep and maintain the premise and support merchandising activities in accordance with prescribed standards as stated in a Checklist. To diligently perform the role of the "Floor Manager" ensuring operations are running smoothly.
- As a service ambassador, required to constantly identify ways to improve customer service and strive to exceed the required service standards
- To be familiar with AIA Altitude, the customer loyalty programme, and its privileges and offerings so that we can address to enquiries.
- Maintain and manage the premise booking system and work closely with financial consultants who has made an appointment, ensuring necessary supporting services are ready before client's arrival.
- The WCM will be responsible in managing and updating the inventories used in the wealth centre as well as the budget for the Wealth Centre.
- Responsible in generating monthly reports to present stock take results, expense and feedback received from customers.
- Managing 3rd party vendors that will support in various day to day duties in the premise which includes housekeeping, catering and serving of welcome snack and drinks.
What you should have:
- Minimum 7 years of Customer Service experience.
- Strong communication and interpersonal skills to work with people at all levels and influence people from diverse cultural background.
- Experience in managing High-Net-Worth Segment is an advantage.
- Ability to operate at a strategic level as well as being comfortable with tactical delivery.
- Excellent crisis management skills and presentation skills.
- Self-starter with sense of urgency, ability to work without close supervision and positive attitude.
- Proficient in Microsoft Excel, PowerPoint and Outlook applications.
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.
-
Wealth Management Intern
3 months ago
Singapore Wealth Asia LLP Full timeLooking for a rewarding student life and get ahead of your peers in qualifications and experience? We have internship programmes specially catered for students in financial services and agency management: • Industry recognised certifications in financial services industry • Full training on financial services and management • Opportunity to progress to...
-
Wealth Management Intern
4 weeks ago
Singapore Wealth Asia LLP Full timeLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management• Opportunity to progress to...
-
Singapore Citi Full timeWhether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure...
-
Wealth Manager
2 months ago
Singapore Fortitude Assurance Management Full timeAssisting Wealth Manager in their operations and day to day activities. Developing yourself with Marketing, Operations, Human Resources, Public Relations and Sales related skill sets
-
Wealth Manager
2 months ago
Singapore Fortitude Assurance Management Full timeAssisting Wealth Manager in their operations and day to day activities. Developing yourself with Marketing, Operations, Human Resources, Public Relations and Sales related skill sets
-
Wealth Planning Manager
3 weeks ago
Singapore Hays Full timeRelationship ManagerYour new company Our client, a high reputable bank based in Singapore, serves a diverse range of customers. Due to their sustained success, they are actively seeking Relationship Managers at different levels. As they expand further into retail and private wealth sectors, this organisation is committed to growth. Your new role This is a...
-
Wealth Planning Manager
4 weeks ago
Singapore Hays Full timeYour new companyOur client, a high reputable bank based in Singapore, serves a diverse range of customers. Due to their sustained success, they are actively seeking Relationship Managers at different levels. As they expand further into retail and private wealth sectors, this organisation is committed to growth. Your new role This is a client-facing role...
-
Wealth Management Associate
1 month ago
Singapore Atlas Advisors Group Full timeLooking for a career that’s let you take charge of your work life and the flexibility to push for higher income, or attractive remuneration with rewarding incentive trips?Sounds like a dream career? Then you’ll fit right in at Atlas Advisors Group.We believe in making a difference in this career path. It’s not just another job. We are looking for...
-
Wealth Management Associate
2 months ago
Singapore Atlas Advisors Group Full timeLooking for a career thats let you take charge of your work life and the flexibility to push for higher income, or attractive remuneration with rewarding incentive trips? Sounds like a dream career? Then youll fit right in at Atlas Advisors Group. We believe in making a difference in this career path. Its not just another job. We are looking for creative...
-
Singapore Goldman Sachs Full timeAsset & Wealth Management, Private Wealth Management, Financial Analyst, Singapore Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice...
-
Wealth Management
4 weeks ago
Singapore CICC Full timeJob Description: CICC Wealth Management team provides high-net-worth clients with a broad spectrum of financial products and services covering domestic and overseas market, including securities trading, various investment and financing products. With the support of CICC’s integrated platform, professional research and full market allocation resources,...
-
Client Account Manager
4 weeks ago
Singapore UBS Full timeYour role Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can: • support our private bankers known as Client Advisors who manage comprehensive and complex GFO client books • assist in credit / structured lending matters, credit analysis to support our clients' lending book • assist in corporate...
-
Premier Wealth Relationship Manager
4 weeks ago
Singapore HSBC Full timeJob description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
-
Singapore Goldman Sachs Full timeAsset & Wealth Management, Private Wealth Advisor, Executive Director - Singapore Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a...
-
Personal Wealth Manager
4 weeks ago
Singapore HSBC Full timeJob description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
-
Wealth Managers
3 weeks ago
Singapore Ying Tai Full time*Overview:*Join our team as Wealth Manager and kickstartyour career in sales. This role offers hands-on training in salestechniques, customer relationship management, and leadership skillsto prepare you for a future role in sales management.*KeyResponsibilities:* 1. Participatein a structured training program to learn about our products, salesprocesses, and...
-
Wealth Managers
4 weeks ago
Singapore Ying Tai Full time*Overview:*Join our team as Wealth Manager and kickstart your career in sales. This role offers hands-on training in sales techniques, customer relationship management, and leadership skills to prepare you for a future role in sales management.*Key Responsibilities:*1. Participate in a structured training program to learn about our products, sales processes,...
-
Wealth Managers
4 weeks ago
Singapore Ying Tai Full time*Overview:* Join our team as Wealth Manager and kickstart your career in sales. This role offers hands-on training in sales techniques, customer relationship management, and leadership skills to prepare you for a future role in sales management. *Key Responsibilities:* 1. Participate in a structured training program to learn about our products, sales...
-
Relationship Manager
1 week ago
Singapore Fargo Wealth Group Limited Full time**Key Responsibilities:** 1. **Client Relationship Management:** - Develop, manage, and nurture strong relationships with HNW and UHNW clients across the Asia market. - Act as the primary point of contact, offering personalized financial and investment advice. - Conduct regular portfolio reviews and meetings to ensure alignment with clients'...
-
Personal Wealth Manager
3 weeks ago
Singapore United Overseas Bank Full timePersonal Wealth Manager Posting Date: 20 Aug 2024 Location: Singapore, SG Company: 3677 About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore...