Financial Service Consultant

Company Description

AIA Singapore is part of the AIA Group, the largest independent publicly listed pan-Asian life insurance group and a global leader in life insurance. Committed to enabling families in Singapore to live healthier, longer, and better lives, AIA Singapore collaborates with individuals, families, and businesses to secure a brighter future. Known for excellence in service and best practices, the company operates with the guiding philosophy of Doing the Right Thing, in the Right Way, with the Right People. Headquartered in Singapore, AIA is dedicated to social and economic progress within the nation.

Role Description

This is a full-time, on-site role for a Financial Advisor located in Tampines. The Financial Advisor will assist clients in financial planning, retirement planning, and investment strategies tailored to their needs. Key responsibilities include managing client portfolios, offering guidance on financial goals, and providing professional advice to help clients secure long-term financial stability. The role also involves continuous learning to stay updated on financial products and industry trends.

Qualifications

• Strong knowledge of Financial Planning and Financial Advisory
• Expertise in Finance, Investments, and Retirement Planning
• Excellent communication and relationship-building skills
• Ability to analyze financial data and develop strategies to meet client needs
• Minimum of a recognized Diploma or Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Relevant certifications (such as CMFAS or CFA) are an advantage
• Previous experience in financial services or advisory roles will be an added bonus