Wealth Proposition Specialist

3 weeks ago


Singapur, Singapore AIA Full time

About the Role

We are seeking a seasoned Wealth Advisor to join our team at AIA. As a subject matter expert on trust, tax, and estate planning matters, you will drive our business in the High Net Worth (HNW) segment.

Key Responsibilities

  • Develop and deliver value-added services to HNW clients, working closely with sales teams and intermediaries to promote our trust, tax, and estate planning services.
  • Act as a 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.

Requirements

  • University graduate or equivalent with 10 years or more of experience in providing 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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