Wealth Propositions, Principal

AIA Australia Limited

Trust, tax and estate planning expertise
High net worth client advisory experience
Cross-border tax and international asset knowledge
The role serves as a subject matter expert in trust, tax, and estate planning for High Net Worth clients

Job Summary

  • The role serves as a subject matter expert in trust, tax, and estate planning for High Net Worth clients.
  • Incumbents will lead the development of specialized products and upskill distribution channels to ensure high-quality advisory capabilities.
  • The position requires building strong relationships with external tax advisors, lawyers, and trust companies to support client referrals.

Matching Summary

The role serves as a subject matter expert in trust, tax, and estate planning for High Net Worth clients.

Skills & Requirements

Must-have

  • Trust, tax and estate planning expertise
  • High Net Worth client advisory experience
  • Cross-border tax and international asset knowledge
  • Distribution channel training and enablement
  • Joint fieldwork with distribution agents

Nice-to-have

  • Thought leadership on HNW trends
  • Digital platform design capabilities
  • Strong stakeholder influence skills
  • Customer-centric service focus
  • Ability to work under pressure

Key Requirements

  • Bachelor's degree in Finance, Law, or Accounting
  • Minimum 8 years in wealth advisory or private banking
  • Advanced certifications (CFP, STEP, TEP, CPA) preferred
  • Relevant regulatory licenses required
  • Knowledge of Singapore laws and international regulations

Work Rights

Not specified

Tailored Resume

Cover Letter