Wealth Proposition Specialist
4 weeks ago
About the Role
As a Wealth Proposition Specialist at AIA, you will be the subject matter expert on trust, tax, and estate planning matters, driving our business in the High Net Worth (HNW) segment. You will lead the development of related products and services, and develop programs in upskilling our channels.
Key Responsibilities
- Plan and deliver value-added services to HNW clients, providing expert advice on trust-related matters.
- Work closely with sales teams and intermediaries to promote our trust, tax, and estate planning services, driving sales for this segment.
- Act as the subject matter expert in client meetings, advising on trust-related matters to acquire new businesses.
- Contribute to discussions with internal or external trustees, tax & legal consultants, and other vendors to deliver related services and respond to client service requests.
- Develop and provide related training, sharing sessions, and communication materials to sales teams.
- Provide thought leadership and insights to future proposition development and support related projects.
- Ensure strict adherence to internal compliance, governance guidelines, and market regulations.
- Provide support to ad hoc projects arising from time to time.
- Contribute to the development of AIA's comprehensive HNW proposition, achieving distribution activation, VoNB, and strategic targets while aligning with internal compliance/governance guidelines and market regulations.
Requirements
- University graduate or equivalent (preferably with a major in accounting, law, or company secretary) with 10 years or more of experience in the provision of wealth advisory services to the HNW segment.
- Solid understanding and expertise in trust, tax, and estate planning.
- Sound understanding of SG laws and tax regime of key countries/regions and other applicable laws and regulations.
- Experience in using insurance products together with other planning tools in structuring a legacy plan.
- Possession of, or pursuing related professional qualifications (e.g. CPA, etc.).
- Customer service focus with excellent communication and interpersonal skills.
- Ability to work under pressure on multiple priorities.
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