Wealth Management Consultant

AIA INTERNATIONAL WEALTH PRIVATE LIMITED

Singapore, Singapore
Salaried position; sales incentive included; emplo...
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5 years relevant sales experience
Cmfas m5 m9 m9a hi certifications
Hnw case management knowledge
** AIA International Wealth Private Limited is seeking a Wealth Management Consultant in Singapore, responsible for performing financial planning exercises and managing sales activities. The ideal candidate should have at least five years of relevant experience in sales within the insurance sector and possess strong organizational and customer service skills. **

Job Summary

  • Perform financial planning exercises with clients as an individual producer to achieve sales targets.
  • Manage inquiries and referrals from partners while ensuring a seamless customer experience throughout the entire sales cycle.
  • Provide high-level professional service including recommendations on wealth accumulation and legacy planning for a portfolio of clients.

Matching Summary

Match Score: 75

** AIA International Wealth Private Limited is seeking a Wealth Management Consultant in Singapore, responsible for performing financial planning exercises and managing sales activities. The ideal candidate should have at least five years of relevant experience in sales within the insurance sector and possess strong organizational and customer service skills. **

Salary

Salaried position; Sales incentive included; Employee benefits provided

Skills & Requirements

Must-have

  • 5 years relevant sales experience
  • CMFAS M5 M9 M9A HI certifications
  • HNW case management knowledge
  • Estate planning and trust services

Nice-to-have

  • Great enthusiasm and can-do attitude
  • Exceptional organizational skills
  • Results-driven professional passion

Key Requirements

  • Minimum Diploma or higher education
  • Minimum 5 years of sales experience
  • Certifications in CMFAS M5, M9, M9A, HI
  • Experience with HNW case management

Work Rights

Not specified

Tailored Resume

Cover Letter