Jobs Companies AIA Wealth Management Consultants

Sobre este puesto de Wealth Management Consultants en AIA

AIA · Presencial · SG-Wealth Centre

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
  • 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
  • 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.

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

#LI-SC1

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.

¿Listo para postularte en AIA?
Postúlate en AIA

Sobre AIA

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. As the largest listed company on the Hong Kong Stock Exchange, we’ve been proudly making a difference for people and communities across Asia for over a century. And we build on this every day with our ambition to engage one billion people to live Healthier, Longer, Better Lives by 2030. If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way. Inspiring and supporting you t

Ver todos los empleos en AIA →

Empleos similares

AIA
Senior Manager, Bancassurance Sales
AIA
⚡ Postúlate pronto Kota Kinabalu, MY-AIA Malaysia Presencial
● Nuevo 👁 Visto ✓ Postulado hace 1d
AIA
Agency, Intern
AIA
⚡ Postúlate pronto Hong Kong, HK-AIA Hong Kong &... Presencial
● Nuevo 👁 Visto ✓ Postulado hace 1d
AIA
Customer Solution & Communication, Intern
AIA
⚡ Postúlate pronto Ho Chi Minh City, VN-AIA Vietn... Presencial
● Nuevo 👁 Visto ✓ Postulado hace 1d
AIA
Senior Manager, Bancassurance Sales
AIA
⚡ Postúlate pronto Kuching, MY-AIA Malaysia Presencial
● Nuevo 👁 Visto ✓ Postulado hace 1d
AIA
Governance Compliance, Specialist / Consultant
AIA
⚡ Postúlate pronto Singapore, SG-AIA Singapore Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2d
AIA
Associate Director, Operations Systems
AIA
⚡ Postúlate pronto Bangkok, TH-AIA Thailand Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2d
AIA
Specialist, FA & Reporting
AIA
⚡ Postúlate pronto Shanghai, CN-AIA China Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2d
AIA
Manager, Cloud Operations
AIA
⚡ Postúlate pronto Kuala Lumpur, AIA Digital+ Mal... Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2d
AIA
Client Relationship Analyst
AIA
⚡ Postúlate pronto Makati, PH-AIA Philippines Presencial
● Nuevo 👁 Visto ✓ Postulado hace 2d

Regístrate para recibir sugerencias adaptadas a los empleos que abres y las búsquedas que guardas.

Más empleos en AIA

Ver todos los empleos en AIA →

Postúlate ahora
🤖

Un momento — para

JobsRadar se creó para personas reales que están pasando un mal momento en su búsqueda de empleo — no para solicitudes automatizadas. Estás haciendo clic demasiado rápido y ahora estás bloqueado temporalmente.

Vuelve más tarde. Si de verdad estás buscando empleo, cuentas con nosotros — solo compórtate como una persona.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Toma ventaja en tu búsqueda de empleo.

Únete a nuestro canal de Telegram para lo que te ayuda a conseguir el puesto — referencias salariales, el pulso semanal del mercado y avisos de nuevas funciones. Sin spam, solo señal.

Únete al canal — es gratis