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Wealth Proposition Advisor

3 weeks ago

Singapore AIA Full time

FIND YOUR 'BETTER' AT AIA
- We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us._
- We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives._

If you believe in better, we’d love to hear from you.

About the Role

WHAT YOU’LL BE DOING- Plan and deliver our value-added services to HNW clients.-
- Work closely with sales teams and intermediaries to promote our trust, tax and estate planning services in order to drive sales for this segment.Contribute to discussions with internal or external trustees, tax & legal consultants and other vendors to deliver related services and responds 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-
- Provide support to ad hoc projects arising from time to time.-
- Contribute to development of AIAS’ comprehensive HNW proposition, achieving the distribution activation, VoNB and strategic targets while aligning with internal compliance/governance guidelines and market regulations- WHAT WE ARE LOOKING FOR- University graduate or equivalent (preferably with major in accounting, law, or company secretary) with 10 years or more of experience in the provision of wealth advisory services to HNW segment.-
- Solid understanding and expertise in trust, tax and estate planning.-
- Sound understanding on 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 perusing related professional qualifications (e.g. CPA, etc.).-
- Customer service focus with excellent communication and interpersonal skill.-
- Ability to work under pressure on multiple priorities.- Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives._