Financial Services Consultant

Company Description AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, with operations across 18 markets in Asia-Pacific and a joint venture in India. Established in Shanghai in 1919, AIA is a long-standing market leader in Asia (ex-Japan) based on life insurance premiums, with total assets of US$345 billion as of 31 December 2025. The Group serves more than 44 million individual policyholders and over 16 million members of group insurance schemes through an extensive network of agents, partners, and employees. AIA offers a wide range of life, accident and health insurance, savings, employee benefits, credit life, and pension solutions to meet diverse long-term protection and savings needs. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited with American Depositary Receipts traded over the counter under the ticker symbol AAGIY.

Role Description This full-time Financial Services Consultant role is based in Singapore and follows a hybrid work arrangement, combining office-based work with some flexibility to work from home. The consultant will engage with individual and corporate clients to understand their financial goals and protection needs, and recommend suitable life insurance, health coverage, savings, and retirement solutions. Day-to-day responsibilities include conducting financial needs analyses, preparing proposals, presenting product options, and supporting clients through the onboarding and policy servicing processes. The role involves close collaboration with colleagues, partners, and internal teams to ensure high-quality client experiences and adherence to regulatory and company standards. The consultant will also monitor market developments, maintain accurate records, and participate in training and development activities to stay current on AIA's products and industry best practices.

Qualifications

• Strong analytical skills and the ability to interpret financial information and client data.
• Knowledge of finance, financial services, and insurance-related products and solutions.
• Experience in consulting or advisory roles, preferably in financial or insurance sectors.
• Excellent communication skills, including the ability to explain complex concepts clearly to diverse audiences.
• Bachelor's degree in finance, business, economics, or a related field is preferred.
• Relevant professional certifications (e.g., CFP, ChFC, or local financial advisory licenses) are an advantage.
• Client-focused mindset, high ethical standards, and commitment to regulatory compliance.
• Ability to work effectively in a hybrid environment, manage time well, and collaborate within a team.
• Proficiency with digital tools and CRM systems to support client management and reporting.