Financial Advisor

Company Description

AIA Financial Advisers (AIA FA) is dedicated to providing customers with accessible, high-quality, and professional financial advice through tailored face-to-face interactions. Our representatives are carefully selected through a rigorous process to ensure they have the expertise and a commitment to prioritizing customer needs. We adhere to high standards of professionalism and service excellence. As a wholly-owned subsidiary of AIA Singapore, AIA FA is strongly supported by the experience and resources of its parent company.

Role Description

This is a full-time hybrid role based in Singapore, allowing for a combination of on-site and remote work. The Financial Advisor will work closely with clients to provide tailored financial, retirement, and investment planning solutions. Responsibilities include analyzing clients financial situations, creating actionable plans to address their financial goals, and maintaining long-term relationships to ensure ongoing support and advisory services. Advisors will deliver personalized, professional financial advice, while learning and adapting to new financial products and regulations.

Qualifications

• Strong expertise in Financial Planning and Financial Advisory
• Proficiency in Investment and Retirement Planning
• Solid background in Finance-related topics and services
• Exceptional communication and interpersonal skills
• Outstanding ability to establish trust and foster long-term client relationships
• Self-motivated, detail-oriented, and adaptable in a hybrid working environment
• Bachelor's degree in Finance, Economics, or a related field
• Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) are advantageous