Wealth Centre Manager

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 to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

About The Role

The key responsibility of the Wealth Centre Manager (WCM) is to be the first point of contact for all guests at the Wealth Centre. The WCM is expected to provide high service standards to customers and financial consultants who visit the Wealth Centre. He/She is to ensure guests are brought into their respective meeting spaces and be proactive in supporting the needs of the customers at the premise.

Success in this role is centred on strong interpersonal skills as well as a result oriented and customer focused mindset to offer best in class service to guests at the Wealth Centre.

• Serve with passion and confidence. WCM's service styles are always proactive and genuine. The outcome is to create a deliberate and differentiated customer experience.
• Expected to project high level of professionalism in all customers’ interaction. The WCM is to provide consistent and positive customer experience to all customers, paying particular attention in welcoming, leading to meeting spaces and ensuring customer is well hosted at the premise with welcome drink and snacks.
• WCM will, from time to time, participate in districts’ engagement events or other customer events such as Investment Seminars.
• Upkeep and maintain the Wealth centre premise and support merchandising activities in accordance with prescribed standards as stated in a Checklist
• Diligently perform the role of the “Floor Manager” ensuring day to day operations are running smoothly.
• As a service ambassador, WCM is required to constantly identify ways to improve customer service and strive to exceed the required service standards set for the wealth centre.
• Required to be familiar with AIA Altitude, the customer loyalty programme, and its privileges and offerings so that he/she can address to enquiries.
• Maintain and manage the premise booking system and work closely with financial consultants who has made an appointment, ensuring necessary supporting services are ready before client’s arrival.
• Responsible in managing and updating the inventories used in the wealth centre as well as the budget for the Wealth Centre
• Responsible in generating monthly reports to present stock take results, expense and feedback received from customers.
• Responsible in managing 3rd party vendors that will support in various day to day duties in the premise which includes housekeeping, catering and serving of welcome snack and drinks.
• Required to perform other reasonable duties assigned by the Management.

• Minimum 7 years of Customer Service experience.
• Strong communication and interpersonal skills to work with people at all levels and influence people from diverse cultural background.
• Experience in managing High-Net-Worth Segment is an advantage.
• Ability to operate at a strategic level as well as being comfortable with tactical delivery.
• Excellent crisis management skills and presentation skills.
• Self-starter with sense of urgency, ability to work without close supervision and positive attitude.
• Skilled with Microsoft Excel, PowerPoint and Outlook knowledge.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.