Wealth Center Manager

3 weeks 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.

  • Wealth Management Intern

    3 months ago

    Singapore Wealth Asia LLP Full time

    Looking 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

    1 month ago

    Singapore Wealth Asia LLP Full time

    Looking 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 Collections, Contact Center, Credit and Core Operations Control Testing Team Leader

    2 weeks ago

    Singapore Citi Full time

    Whether 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 time

    Assisting 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 time

    Assisting Wealth Manager in their operations and day to day activities. Developing yourself with Marketing, Operations, Human Resources, Public Relations and Sales related skill sets

  • Cyber Security Operations Center Specialist

    5 days ago

    Singapore UBS Full time

    About the RoleWe are seeking an experienced Cyber Incident Responder to join our team at UBS. As a key member of our Cyber Security Operations Center, you will play a critical role in responding to and managing cyber security incidents across the organization.Key ResponsibilitiesRespond to and manage cyber security incidents, including identification,...

  • Wealth Planning Manager

    4 weeks ago

    Singapore Hays Full time

    Relationship 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

    1 month ago

    Singapore Hays Full time

    Your 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...

  • Asset & Wealth Management, Private Wealth Management, Financial Analyst, Singapore

    3 weeks ago

    Singapore Goldman Sachs Full time

    Asset & 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 Specialist

    5 days ago

    Singapore AIA Singapore Private Limited Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Management Specialist to join our team at AIA Singapore Private Limited. As a Wealth Management Specialist, you will play a vital part in advancing our movement to create a healthier, more sustainable future for everyone.Key Responsibilities:Perform comprehensive financial planning...

  • Wealth Management

    1 month ago

    Singapore CICC Full time

    Job 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,...

  • Wealth Manager, Singapore

    5 days ago

    Singapore Click and Connect Online Limited Full time

    Job Title: Wealth ManagerLocation: Singapore, Remote Working OptionCompany: Click and Connect Online LimitedAbout Us:Click and Connect Online Limited is a leading financial advisory firm with a global presence. We specialize in providing comprehensive wealth management services to high net worth individuals and families.Job Description:Role Overview:We are...

  • Client Account Manager

    1 month ago

    Singapore UBS Full time

    Your 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

    1 month ago

    Singapore HSBC Full time

    Job 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...

  • Relationship Manager

    5 days ago

    Singapore Bank Negara Indonesia Full time

    Job DescriptionKey Responsibilities:Collaborate with the Wealth Management team to provide comprehensive solutions to high-net-worth clients.Deliver regular market updates and financial planning services to clients, understanding their needs and recommending suitable wealth management products.Conduct ongoing market analysis to identify potential client...

  • Asset & Wealth Management, Private Wealth Advisor, Executive Director, Singapore

    3 weeks ago

    Singapore Goldman Sachs Full time

    Asset & 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

    1 month ago

    Singapore HSBC Full time

    Job 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

    4 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...

  • Data Center Operations Manager

    17 hours ago

    Singapore MyCareersFuture Full time

    **Job Summary**MyCareersFuture is seeking a highly skilled Data Center Manager to oversee the day-to-day operations of our data center facilities. The ideal candidate will have a strong background in data center management, with experience in managing teams, budgets, and infrastructure.**Key Responsibilities:**Conduct regular reviews and audits to ensure...

  • Wealth Managers

    1 month 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,...