# Wealth Management Consultant

**Company**: AIA
**Location**: Singapore
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance
**Wikidata**: https://www.wikidata.org/wiki/Q30255387

**Apply**: https://aia.wd3.myworkdayjobs.com/en-US/External/job/SG-Wealth-Centre/Wealth-Management-Consultants_JR-43901-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_809d4c56-869

## Description

At AIA, we've started an exciting movement to create a healthier, more sustainable future for everyone.

We're looking for a Wealth Management Consultant to join our marketing, distribution & partnership team. As a Wealth Management Consultant, you'll play a vital part in advancing this movement by inspiring meaningful connections with customers, partners and other stakeholders, and delivering purpose-led brand positioning and messaging.

**Key Responsibilities:**

- Perform financial planning exercises with clients and manage sales activities to achieve targets

- Manage inquiries and referrals from introducers, internal and external partners

- Ensure seamless customer experience from client application to policy inception

- Provide financial advice and recommendations to clients on wealth accumulation and legacy planning

- Drive company initiatives and projects, such as Lead Generation Campaigns and Customer Promotions

- Participate in scheduled sales training and professional development courses

**Key Requirements:**

- Minimum education: Diploma, Advanced/Higher/Graduate Diploma and higher

- 3-5 years of relevant experience with a demonstrated track record of sales achievement

- Experience in an insurance-related sales environment with certifications in CMFAS M5, M9, M9A, HI

- Experience with HNW case management and knowledge of estate planning, trust services will be an added benefit

**Benefits:**

- Opportunity to build a career with AIA and contribute to helping customers and the community live Healthier, Longer, Better Lives

**About AIA:**

AIA believes in empowering every one of its people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make.

## Skills

### Required
- financial planning
- sales
- customer service
- wealth management
- estate planning
- trust services

### Nice to have
- CMFAS M5
- M9
- M9A
- HI
- HNW case management

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Source: [Apply at aia.wd3.myworkdayjobs.com](https://aia.wd3.myworkdayjobs.com/en-US/External/job/SG-Wealth-Centre/Wealth-Management-Consultants_JR-43901-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)