Wealth Management Consultant

AIA INTERNATIONAL WEALTH PRIVATE LIMITED

D01 Cecil, Marina, People’s Park, Raffles Place, 6 BATTERY ROAD SIX BATTERY ROAD 049909
Sgd 7,000 - 8,500 / monthly pm
**
High net worth individuals
Wealth management
Sales activities
** AIA International Wealth Private Limited is seeking a Wealth Management Consultant to perform financial planning and manage client portfolios, focusing on achieving sales targets. The ideal candidate will have a minimum of five years of relevant experience, particularly in insurance sales, and possess strong organizational and customer service skills. **

Job Summary

  • This is a salaried position with sales incentive and employee benefits
  • 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
  • Results-driven, professional, passionate for growth Experience in Insurance related Sales environment with certifications in CMFAS M5, M9, M9A, HI

Matching Summary

Match Score: 75

** AIA International Wealth Private Limited is seeking a Wealth Management Consultant to perform financial planning and manage client portfolios, focusing on achieving sales targets. The ideal candidate will have a minimum of five years of relevant experience, particularly in insurance sales, and possess strong organizational and customer service skills. **

Salary

SGD 7,000 - 8,500 / Monthly

Skills & Requirements

Must-have

  • High Net Worth Individuals
  • Wealth Management
  • Sales Activities
  • Financial Planning
  • Financial Advice

Nice-to-have

  • Wealth Accumulation
  • Wealth
  • Driving Sales Activities
  • Insurance Sales
  • Estate Planning
  • Financial Advisory
  • Customer Service

Key Requirements

  • Minimum 5 years experience

Work Rights

Tailored Resume

Cover Letter