全职 Financial Advisor 工作, 薪水, AIA Financial Advisers 公司招聘中 - Ricebowl

Company Description AIA Financial Advisers (AIA FA) is dedicated to providing customers with accessible, high-quality, and professional face-to-face financial advice. Representatives are selected through a rigorous process to ensure they have the necessary knowledge, experience, and a strong commitment to placing customers’ interests first. The organization upholds high standards of professionalism and service excellence in all client interactions. As a wholly-owned subsidiary of AIA Singapore, AIA FA benefits from the extensive expertise, resources, and support of one of the region’s leading financial services providers.
Role Description This is a full-time, on-site Financial Advisor role based in Singapore. The Financial Advisor will meet with clients to understand their financial goals, assess their current financial situation, and develop tailored plans covering areas such as protection, savings, investment, and retirement. The role includes recommending suitable financial products, explaining risks and benefits clearly, and reviewing client portfolios regularly to ensure they remain aligned with changing needs and market conditions. The Financial Advisor will maintain accurate records, comply with regulatory and company policies, and participate in ongoing training to stay current with financial products, market trends, and advisory best practices. The role also involves building long-term client relationships through consistent follow-up, service excellence, and ethical advisory practices.
Qualifications

• Candidates should possess strong Financial Planning and Financial Advisory skills to assess client needs and develop comprehensive solutions.
• Candidates should possess solid Finance and Investments skills to analyze products, markets, and risk profiles.
• Candidates should possess expertise in Retirement Planning to help clients prepare for long-term financial security.
• Candidates should possess excellent communication and interpersonal skills to explain complex concepts clearly and build trust with diverse clients.
• Candidates should possess strong ethical judgment and customer-focused mindset, with a commitment to regulatory compliance and professional standards.
• Candidates should possess good analytical and problem-solving skills, with attention to detail in documentation and portfolio review.
• Relevant certifications (e.g., CMFAS or equivalent local licensing), and a diploma or degree in Finance, Business, Economics, or related field are advantageous.
• Prior experience in financial advisory, banking, or wealth management within Singapore’s financial services sector is beneficial.