Professional Services Manager

AIA Group

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Develop quality advice outcomes
Maintain technical knowledge of risk
Identify trends in advice guidance
** AIA Group is seeking a Professional Services Manager to enhance the advice process for planners through the development of guidance materials and tools. The role involves ensuring compliance, supporting planners, and identifying trends in advice delivery within the financial planning industry. **

Job Summary

  • Drive, design and develop an advice process which supports planners to deliver advice in an efficient and effective manner.
  • Develop and maintain the required technical knowledge of risk issues and opportunities, compliance, policies, Group standards and other relevant information to ensure the advice guidance materials are in compliance.
  • At AIA, we've made a promise to help people live healthier, longer, better lives. And it starts with our own people.

Matching Summary

Match Score: 75

** AIA Group is seeking a Professional Services Manager to enhance the advice process for planners through the development of guidance materials and tools. The role involves ensuring compliance, supporting planners, and identifying trends in advice delivery within the financial planning industry. **

Skills & Requirements

Must-have

  • Develop quality advice outcomes
  • Maintain technical knowledge of risk
  • Identify trends in advice guidance
  • Develop advice document templates
  • Communicate and support Planners

Nice-to-have

  • Strategic thinking and disciplined implementation
  • Manage internal and external relationships
  • Risk mindset and proactive action

Key Requirements

  • Relevant Degree/Diploma preferred
  • Experience in Financial Planning industry
  • Knowledge of advice processes, technical strategies, compliance
  • Appreciation of Microsoft Office and Advice software
  • Strong communication and influencing skills

Work Rights

Not specified

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