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

Company Description AIA Singapore is part of AIA Group, the largest independent publicly listed pan-Asian life insurance group and one of the world’s largest life insurers by market capitalisation. In Singapore, AIA plays a key role in supporting social and economic progress by helping families live healthier, longer, better lives. Working with one of the country’s largest teams of Financial Services Consultants and dedicated staff, AIA partners with individuals, families, and corporates to build a more secure and prosperous future. The company strives to be the pre-eminent life insurer in Singapore, known for excellent service and best practices, guided by the philosophy of “Doing the Right Thing, in the Right Way, with the Right People.” Personal data is managed in line with the AIA Singapore Privacy Policy, ensuring responsible collection, use, and protection of information.
Role Description This is a full-time Financial Advisor role based in Singapore with a hybrid work arrangement, allowing a mix of on-site and work-from-home. The Financial Advisor will provide holistic financial advisory services to individual and corporate clients, including assessing needs, recommending suitable insurance, investment, and retirement solutions, and supporting long-term financial goals. Day-to-day responsibilities include meeting clients, conducting financial reviews, preparing proposals, explaining product features and risks, and updating clients on market and regulatory developments. The role also involves maintaining accurate records, adhering to compliance and ethical standards, collaborating with internal teams, and participating in training and development to stay current on products and industry trends. Building and maintaining strong client relationships and proactively identifying new business opportunities are key aspects of this position.
Qualifications

• Strong skills in Financial Planning and Financial Advisory to assess client needs and recommend appropriate solutions.
• Sound understanding of Finance and Investments to explain products, risks, and potential returns clearly.
• Knowledge of Retirement Planning to help clients plan for long-term income security and protection.
• Relevant academic background in finance, business, economics, or related fields; professional certifications (e.g., CMFAS, CFP, ChFC) are an advantage.
• Excellent communication, interpersonal, and client relationship management skills, with the ability to explain complex concepts in simple terms.
• High level of integrity, accountability, and commitment to regulatory compliance and ethical conduct.
• Self-motivated, goal-oriented, and comfortable working in a performance-driven environment with both team collaboration and independent work.
• Proficiency in basic digital tools and CRM systems; prior financial services or advisory experience in Singapore is preferred.