Wealth Management Consultant

AIA Australia

Singapore, Singapore
Financial planning exercise with clients
Achieving sales targets
Managing own portfolio of clients
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

Job Summary

  • 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.
  • Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

Matching Summary

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.

Skills & Requirements

Must-have

  • financial planning exercise with clients
  • achieving sales targets
  • managing own portfolio of clients
  • driving company initiatives
  • professional customer service

Nice-to-have

  • inspiring meaningful connections
  • purpose-led brand positioning
  • can-do attitude
  • passionate for growth

Key Requirements

  • Diploma, Advanced/Higher/Graduate Diploma and higher
  • 3-5 years of relevant experience
  • CMFAS M5, M9, M9A, HI certifications
  • Experience with HNW case management

Work Rights

Not specified

Tailored Resume

Cover Letter