Full Time Wealth Management Advisor (mid career) Jobs, in AIA Singapore - Maukerja

Company Description

AIA Singapore is part of AIA Group, the largest independent publicly listed pan-Asian life insurance group and one of the world’s biggest life insurers by market capitalization. In Singapore, AIA focuses on enabling individuals and families to live healthier, longer, better lives, supported by a large team of dedicated Financial Services Consultants and staff. The company partners with individuals, families, and corporates to build a more secure and prosperous future through comprehensive protection and wealth solutions. Guided by the philosophy of “Doing the Right Thing, in the Right Way, with the Right People,” AIA Singapore emphasizes excellent service, best practices, and responsible handling of personal data in line with its privacy policy.

Role Description

This is a full-time, on-site Wealth Management Advisor role based in Singapore. The Wealth Management Advisor will provide personalized financial and wealth planning services to individual and corporate clients, including assessing their financial goals, risk profiles, and future needs. The role involves developing and presenting comprehensive financial strategies, recommending appropriate insurance and investment solutions, and supporting clients with retirement and estate planning. Day-to-day responsibilities include conducting client meetings, preparing financial reviews and reports, monitoring portfolios, and staying updated on market developments, regulatory changes, and AIA product offerings. The advisor will collaborate with internal teams to deliver high-quality service, ensure compliance with regulatory and company standards, and contribute to AIA Singapore’s mission of helping clients achieve long-term financial well-being.

Qualifications

• Strong financial planning skills with the ability to assess client needs and develop tailored Financial Planning and Retirement Planning strategies.
• Knowledge of Investments and core Finance concepts, including risk assessment, asset allocation, and portfolio review.
• Experience delivering holistic Wealth Management Services, such as insurance solutions, savings plans, and long-term wealth accumulation strategies.
• Relevant professional certifications (e.g., CFP, CFA, CIWM) or industry-recognized financial advisory qualifications are advantageous.
• Bachelor’s degree in Finance, Business, Economics, or a related discipline preferred.
• Strong communication and interpersonal skills, with the ability to build trust-based relationships and explain complex financial concepts clearly.
• Proven client-facing experience in financial advisory, banking, or wealth management, ideally at a mid-career level.
• High ethical standards, commitment to regulatory compliance, and alignment with AIA’s values and operating philosophy.
• Ability to work independently, manage multiple client portfolios, and adapt to a fast-paced, performance-driven environment.