Company Description Advisors Alliance Group (AAG) is a Singapore-based financial services firm built on long-term values and responsible financial advice. For over four decades, AAG has served individuals, families, and companies that prioritize integrity, compassion, and competence in their advisors. With more than 1,000 advisors, over 50,000 clients, and S$37 billion sum assured under care, AAG demonstrates a strong and growing presence in the financial services sector. The firm emphasizes the importance of each advisor, each client, and each dollar insured as part of its mission-driven culture. Advisors Alliance Group is an authorised representative of AIA Financial Advisers Private Limited (Reg. No. 201715016G).
Role Description This is a full-time, on-site Financial Services Consultant role based in Singapore. The Financial Services Consultant will meet with clients to understand their financial goals, risk profiles, and protection needs, and provide tailored recommendations on insurance, investment, and wealth management solutions. Day-to-day responsibilities include conducting financial analyses, preparing and presenting advisory proposals, and following up with clients to review and adjust their plans over time. The role involves building and maintaining long-term client relationships, staying up to date with market developments and product changes, and collaborating with team members to deliver consistent and compliant advice. Consultants are expected to maintain high ethical standards and adhere to regulatory and company guidelines in all advisory activities.
Qualifications
- Candidates should possess strong analytical skills to assess client needs, evaluate financial scenarios, and interpret data-driven insights.
- Candidates should possess knowledge in finance and financial services to advise on insurance, investment, and wealth management solutions.
- Candidates should possess consulting skills to deliver client-focused advice, manage expectations, and support long-term financial planning.
- Candidates should possess excellent communication skills to explain complex concepts clearly and build trust with diverse clients.
- Relevant tertiary education in finance, business, economics, or a related field is preferred.
- Professional certifications in financial planning or insurance (e.g., CFP, ChFC, or equivalent) are an advantage.
- Ability to work in a regulated environment, with strong attention to compliance and ethical guidelines.
- Proactive, self-motivated mindset and willingness to engage in continuous learning and professional development.
