Wealth Management Consultant

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.