Wealth Management Consultant

AIA

Sg
Financial planning expertise
Sales target achievement
Customer service excellence
At AIA, we aim to create a healthier, more sustainable future for everyone

Job Summary

  • At AIA, we aim to create a healthier, more sustainable future for everyone.
  • You will perform financial planning exercises and manage client portfolios.
  • This role offers a salaried position with sales incentives and employee benefits.

Matching Summary

At AIA, we aim to create a healthier, more sustainable future for everyone.

Skills & Requirements

Must-have

  • Financial planning expertise
  • Sales target achievement
  • Customer service excellence

Nice-to-have

  • Enthusiastic and results-driven
  • Experience with HNW case management
  • Knowledge of estate planning

Key Requirements

  • 3-5 years of relevant experience
  • Certifications in CMFAS M5, M9, M9A, HI
  • Diploma or higher education

Work Rights

Not specified

Tailored Resume

Cover Letter