Trouvez votre emploi idéal
Espace Recruteurs
AIA Singapore Private Limited

Wealth Management Consultant

AIA Singapore Private Limited Singapour
Mise en ligne il y a 5 minutes CDI Competitive

Wealth Management Consultant

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

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.

This is a salaried position with sales incentive and employee benefits.

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.

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.
Référence  JR-61896
À PROPOS DE CETTE ENTREPRISE
Singapore
Assurance
AIA Group Limited and its subsidiaries (collectively “AIA” or the “Group”) comprise the largest independent publicly listed pan-Asian life insurance g...
Plus d'offres de AIA Singapore Private Limited
AIA Singapore Private Limited
Third-Party Security Risk Management, Consultant
AIA Singapore Private Limited
Singapore
il y a 6 heures Plein-temps Competitive
AIA Singapore Private Limited
Consultant, Technology Risk, Enterprise Risk Management Department
AIA Singapore Private Limited
Singapore
il y a 6 heures Plein-temps Competitive
AIA Singapore Private Limited
Wealth Management Consultant, HNW (Salaried)
AIA Singapore Private Limited
Singapore
il y a plus de 2 ans Plein-temps 5-6k
AIA Singapore Private Limited
Business Development Manager (Agency Channel)
AIA Singapore Private Limited
Singapore
il y a 7 minutes Plein-temps Competitive
AIA Singapore Private Limited
Specialist, Talent Development
AIA Singapore Private Limited
Singapore
il y a 7 minutes Plein-temps Competitive
AIA Singapore Private Limited
Telemarketing (Citibank), Analyst
AIA Singapore Private Limited
Singapore
il y a 6 heures Plein-temps Competitive
AIA Singapore Private Limited
Telemarketing (Citibank), Analyst
AIA Singapore Private Limited
Singapore
il y a 6 heures Plein-temps Competitive
AIA Singapore Private Limited
Case Management (Bancassurance, Non-Exclusive), Specialist
AIA Singapore Private Limited
Singapore
il y a 6 heures Plein-temps Competitive
AIA Singapore Private Limited
Business Development Manager (Tied Distribution)
AIA Singapore Private Limited
Singapore
il y a 6 heures Plein-temps Competitive
AIA Singapore Private Limited
Account Manager
AIA Singapore Private Limited
Singapore
il y a 6 heures Plein-temps Competitive

Donnez un nouvel élan à votre carrière

Trouvez des milliers d'opportunités emploi en vous inscrivant sur eFinancialCareers dès aujourd'hui.
Offres recommandées