Wealth Management Consultant

Wealth Management Consultant (High Net Worth) Wealth Management Consultant (High Net Worth) 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 Key Responsibilities: Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Business Development Manage inquiries and referrals from introducers, internal and external partners, follow through directly with the customer throughout the entire sales cycle. Ensure seamless customer experience from client application, medical to policy inception Attend to servicing queries from clients and be the first point of contact for any customer complaints Driving company initiatives/ projects, eg, Lead Generation Campaigns, Customer Promotions etc. Participate in scheduled sales training and other professional development courses to enhance sales skills and meet the mandatory CPD hours requirement to ensure Fit & Proper. Manage own portfolio of clients by: Providing financial advice based on clients’ financial and protection needs Providing recommendation to clients on wealth accumulation and legacy planning Delivering a high level of professional customer service to customers Key Requirements Minimum education: Diploma, Advanced/Higher/Graduate Diploma and higher 3-5 years of relevant experience with demonstrated track record of sales achievement Great enthusiasm, a can-do attitude, and exceptional organizational skills to this highly visible role to help with the sales growth. Results-driven, professional, passionate for growth Experience in Insurance related Sales environment with certifications in CMFAS M5, M9, M9A, HI. Experience with HNW case management Knowledge of estate planning, trust services will be added benefit 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. ABOUT AIA For over a century, AIA has served the ever-changing needs of our customers across Asia-Pacific. Our Purpose to help millions of people live Healthier, Longer, Better Lives is at the heart of everything we do. As pioneering innovators, we’re now transforming AIA to be faster, simpler and more connected to create better solutions and impactful experiences for our customers and communities. AIA encourages and enables our people to act with clarity, courage and humanity in service of our Purpose. JOIN US At AIA, 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. Whether it’s investing better wellbeing, inspiring better learning, building better relationships, or making a better impact on customers, a career at AIA will challenge you to find new ways to pursue your ‘better’. AIA is committed to building a vibrant, diverse, and inclusive workforce for all employees to thrive in. Join us if you believe in creating a better tomorrow Seniority level Seniority level Executive Employment type Employment type Full-time Job function Job function Finance and Sales Industries Insurance Referrals increase your chances of interviewing at AIA Singapore by 2x Get notified about new Wealth Management Consultant jobs in Singapore, Singapore . Wealth Management, Investment Professional for China Market, based in Singapore Prestigious Wealth Management Relationship Manager Wealth Management, Executive Assistant (Southeast Asia) Wealth Management, Executive Assistant (Singapore China) Asset & Wealth Management, Product Strategy & Research, Vice President, Hong Kong / Singapore Asset & Wealth Management, Third Party Wealth, Alternatives Sales, Vice President, Singapore We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr