Financial Services Consultant

2 weeks ago


Singapore AIA Singapore Full time

Helping Singaporeans 10x their Net Worth and Upgrade their Skillsets applicable to all walks of life| MDRT Company Description AIA Singapore, part of the AIA Group, is one of the largest independent publicly listed pan‐Asian life insurance groups in the world. As a leader in Singapore, AIA Singapore is committed to contributing to the nation's social and economic progress by helping families live healthier, longer, and better lives. With a focus on excellent customer service, AIA Singapore partners with individuals, families, and corporations for a brighter and more prosperous future. The company operates with a strong philosophy of "Doing the Right Thing, in the Right Way, with the Right People."Role Description This is a full‐time, flexible role for a Financial Services Consultant located in Singapore. The Financial Services Consultant will be responsible for providing financial advice and services to clients, analysing clients' financial situations, developing customised financial plans, and maintaining long‐term relationships with clients. The role also involves staying updated on financial products and market trends to better serve clients. You will be engaging with High Net Worth (HNW) and/or Ultra High Net Worth (UNHW) Individuals to understand their financial assets, portfolios and helping them curate effective and sustainable financial practices to grow, preserve and protect their wealth Qualifications Analytical Skills: Ability to analyse financial data and provide insights. Finance and Financial Services: Knowledge and experience in finance and financial services. Consulting: Experience in providing consulting services to clients. Communication: Excellent verbal and written communication skills. Ability to work independently and as part of a team. Bachelor's degree in Finance, Economics, Business, or a related field. Relevant certifications such as CFP, CFA, or equivalent are a plus. Seniority level : Entry level Employment type : Full‐time Job function : Finance and Sales; Industries : Insurance #J-18808-Ljbffr


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