Wealth Center Manager

2 months ago

Singapore AIA Singapore Private Limited Full time
FIND YOUR 'BETTER' AT AIA

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 / Office Manager / Wealth Center Operations 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.

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