AIA Singapore Pte Ltd, SP-DerrickLim District – Financial Services Consultant

Key Responsibilities:

• Provide comprehensive financial planning services to clients, including wealth management, investment strategies, insurance, and retirement planning.
• Analyze clients' financial statuses, understand their needs and develop a strategic plan to meet their financial goals.
• Establish and maintain strong relationships with clients, offering personalized service and financial guidance.
• Stay current with financial market trends and products to provide informed and effective advice.
• Work collaboratively with other team members to develop and implement innovative financial solutions.
• Ensure compliance with all industry rules and regulations..
• Continuously develop professional knowledge and skills.

Required Skills:

• Good interpersonal and communication skills, with an ability to build trust and rapport with clients.
• Self-motivated and able to work independently while also being a collaborative team player.
• Goal and results oriented

Regulatory Requirements:

• 21 years old and above
• Minimum full certificate in GCE ‘A’ Level, International Baccalaureate Diploma, Diploma awarded by a polytechnic in Singapore or Degree.

.Benefits:

• Salary/allowance with performance-based incentives
• Industry and company recognition (Million Dollar Round Table, Top FSC award, etc)
• Continuous professional development through a comprehensive training and Development program
• Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional financial consultants.