Full Time Financial Services Consultant Jobs, in Advisors Alliance Group - Maukerja

Company Description

Advisors Alliance Group (AAG) is a Singapore-based financial services firm grounded in lasting values, long-term thinking, and responsible advice. For over four decades, AAG has served individuals, families, and companies that seek integrity, compassion, and competence in their financial advisors. With about 1000 advisors, more than 50,000 clients, and S$37B sum assured under care, the firm demonstrates both scale and commitment to meaningful impact. AAG places strong emphasis on each advisor and client relationship, viewing every policy and dollar insured as part of a shared purpose. Advisors Alliance Group is an authorised representative of AIA Financial Advisers Private Limited (Reg. No. 201715016G).

Role Description

The Financial Services Consultant will provide holistic financial advice to clients, including needs analysis, insurance planning, wealth accumulation, and retirement strategies. Day-to-day responsibilities include meeting clients, conducting financial reviews, preparing tailored proposals, and supporting clients through decision-making and implementation. The consultant will also monitor portfolio performance, review coverage regularly, and stay current with market developments and regulatory requirements. This is a full-time hybrid role based in Singapore, with a mix of in-office client engagements and approved work-from-home arrangements. The role involves close collaboration with team members, participation in training and development programs, and adherence to compliance and ethical standards.

• Candidates should possess strong Analytical Skills and a solid foundation in Finance to assess client needs and recommend suitable solutions.
• Candidates should possess knowledge of Financial Services and experience or interest in Consulting to deliver professional, client-centric advice.
• Candidates should possess excellent Communication skills, both written and verbal, to explain complex concepts clearly and build long-term relationships.
• Relevant diploma or degree in Finance, Business, Economics, or a related field is preferred; professional certifications (e.g., CFP, ChFC) are an advantage.
• Ability to work independently and in teams, high ethical standards, and a genuine desire to help clients achieve their financial goals.
• Comfort with digital tools, data analysis, and presentation software; prior experience in financial advisory or sales is beneficial but not mandatory.