Wealth Center Manager

3 weeks ago


Singapore AIA Singapore Private Limited Full time
About the Role

The Wealth Centre Manager is the first point of contact for all guests at the premises, providing high service standards to customers and financial consultants. The key responsibility is to ensure guests are brought into their respective meeting spaces and be proactive in supporting the needs of the customers at the premise.

Key Responsibilities:
  • Provide exceptional customer service, creating a deliberate and differentiated customer experience.
  • Ensure guests are well-hosted with light refreshments and provide consistent and positive customer experience.
  • Participate in districts' engagement events or other customer events such as Investment Seminars.
  • Uphold and maintain the premise and support merchandising activities in accordance with prescribed standards.
  • Identify ways to improve customer service and strive to exceed the required service standards.
  • Familiarize yourself with AIA Altitude, the customer loyalty programme, and its privileges and offerings.
  • Manage and update the inventories used in the wealth centre as well as the budget for the Wealth Centre.
  • Generate monthly reports to present stock take results, expense and feedback received from customers.
  • Manage 3rd party vendors that will support in various day to day duties in the premise.
Requirements:
  • 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.

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