Manager, Affluent

2 weeks ago

Singapore AIA Full time

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.
- It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030._
- And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives._

So if you believe in inspiring a better future, read on.

About the Role

The Wealth Managers will be responsible to drive growth in the Affluent and High Net Worth (AHNW) business through TD Sales Force. He/she will implement initiatives, sales & promotion activities, to grow the Affluent & HNW business and the number of Personal Wealth Managers for the HNW Prestige Club.
- Foster and deepen rapport with Agency and AFA Sales force to meet and exceed growth targets in terms of AHNW sales productivity and Prestige Club members.
- Engage Agency and AFA Leaders and FCSs via Districts Meeting to provide regular updates of AHNW Production progress reports and train/share knowledge on best practices on Wealth Management propositions to increase competency and awareness
- Engage Agency and AFA Leaders and FCSs to provide support on AHNW business through Case Discussions and Case Management support.
- Drive and Support Agency and AFA Leaders and FCSs on Offshore business opportunities and initiatives
- Provide AHNW related/bespoke training and support to Agency and AFA Leaders and FCSs to uplift the competency level of individual districts.
- Identify and develop new business opportunities or leads generation ideas to create sales platforms.
- Involve and work on special initiatives to drive Company’s strategic objectives towards Digitalisation and Customer centric agency culture.
- Drive and implement Company’s AHNW initiatives for Agency and AFA including recognition events and campaigns.
- Work with Clusters and Districts to increase awareness of the Club and retention rate of Prestige Club members through promotion of the Club benefits and privileges.
- Design, Execute and Monitor AHNW sales related activities and campaigns to increase productivity and competency.
- Work closely with respective Location BD Team to roll out sales related activities and campaigns.
- Develop and update sales aids & marketing materials as required.
- To have basic knowledge in wealth management tools like Wills, Trusts, Financing, Family Offices, Offshore Regions sales and business proposition process, etc. to further understand the more complex needs of the AHNW client.
- Undertake any other projects assigned from time to time assigned by Company to drive growth in the AHNW business.
- Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives._

  • Affluent Cards Product Manager

    2 weeks ago

    Singapore Citi Full time

    The Affluent Cards Product Manager role is an intermediate level position responsible for the development of product plans, strategies and tactics in coordination with the Affluent Cards Product Management team. The overall objective of this role is to coordinate the promotion and management of Affluent Card products to increase share of market, increase...

  • Affluent Cards Product Specialist

    2 days ago

    Singapore Citi Full time

    Affluent Cards Product Specialist - C14 - SINGAPORE Join to apply for the Affluent Cards Product Specialist - C14 - SINGAPORE role at Citi Affluent Cards Product Specialist - C14 - SINGAPORE 1 day ago Be among the first 25 applicants Join to apply for the Affluent Cards Product Specialist - C14 - SINGAPORE role at Citi Whether you're at the start of...

  • Affluent Banking Manager

    10 hours ago

    Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesJOB ID: 988016Key ResponsibilitiesDrive client acquisition by proactively prospecting and onboarding new Premier Banking clients in the onshore Singapore market. Build, strengthen, and manage long-term relationships with affluent clients to achieve both business and individual growth targets. Deliver timely market insights,...

  • AVP, Cards Product Manager for Affluent Segments

    2 days ago

    Singapore OCBC Full time

    Join to apply for the AVP, Cards Product Manager for Affluent Segments role at OCBC 3 days ago Be among the first 25 applicants Join to apply for the AVP, Cards Product Manager for Affluent Segments role at OCBC Who We Are As Singapore's longest established

  • Marketing and Events Manager

    6 days ago

    Singapore Welovesupermom Pte Ltd Full time

    WeLoveSuperMom, a fast-growing and dynamic AI-driven community platform, has a mission to enable parents and families to live better and smarter in Southeast Asia. Boasting one of the largest family communities in Singapore and growing fast in SEA, we are looking for self-driven, innovative, and collaborative **Marketing and Events Manager (Affluent...

  • Emerging Affluent

    2 weeks ago

    Singapore PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED Full time

    **This is a very exciting opportunity to work for Prudential Singapore and be part of a team to activate the Emerging Affluent go-to-market strategy and the end-to-end delivery of the Digital Engagement Programme. This role works closely with Segment leadership to drive strategic and tactical deployment of business development programs and go-to-market...

  • Distinguished Affluent Wealth Specialist

    2 days ago

    Singapore beBeeWealth Full time

    Role DescriptionThe Citigold Client Advisor is a trusted partner to emerging affluent and high-net-worth individuals in Singapore, providing holistic and personalized wealth management solutions. The Advisor will proactively understand and anticipate client needs, offering sophisticated strategies across investment management, retirement planning, legacy...

  • Emerging Affluent

    2 weeks ago

    Singapore Prudential Full time

    Prudential's purpose is to help people get the most out of life. We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career...

  • Affluent Cards Product Specialist

    1 week 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...

  • Affluent Banking Client Growth Director

    1 day ago

    Singapore beBeeLeadership Full time $80,000 - $150,000

    Job OverviewWe are seeking a highly skilled Client Growth Leader to drive business expansion and client satisfaction in the affluent and high-net-worth banking segments. This leadership role requires exceptional leadership, coaching, and team development skills to inspire a team of Relationship Managers to deliver consistent sales performance and client...