About this role
Perform financial planning and sales activities to achieve targets while managing a portfolio of high-net-worth clients. Provide expert advice on wealth accumulation, legacy planning, and protection needs to ensure a seamless customer experience.
Requires a minimum of a Diploma and 3-5 years of relevant sales experience with a proven track record. Must hold CMFAS M5, M9, M9A, and HI certifications, with knowledge of estate planning and trust services being an advantage.
What they're looking for
Financial PlanningWealth AccumulationLegacy PlanningSales ManagementClient Relationship ManagementEstate PlanningTrust ServicesHNW Case Management
Frequently asked questions
What does a Wealth Management Consultants at AIA do?
Perform financial planning and sales activities to achieve targets while managing a portfolio of high-net-worth clients. Provide expert advice on wealth accumulation, legacy planning, and protection needs to ensure a seamless customer experience. Requires a minimum of a Diploma and 3-5 years of rele…
What skills does this Wealth Management Consultants role need?
Key skills for this role include Financial Planning, Wealth Accumulation, Legacy Planning, Sales Management, Client Relationship Management, Estate Planning.
How much does a Wealth Management Consultants at AIA pay?
The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.
Is this Wealth Management Consultants role remote, hybrid, or on-site?
This role is on-site, based in Singapore.
How do I apply for this Wealth Management Consultants role?
You can apply directly on AIA's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.