Wealth Management Advisor
Singapore
Listed on 2026-02-14
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Finance & Banking
Financial Consultant
AIA Singapore, part of the AIA Group, is a leading life insurance company committed to promoting healthier, longer, and better lives for individuals and families. As one of Singapore’s most prominent insurers, AIA Singapore consistently supports the nation's social and economic progress. With a dedicated team of Financial Services Consultants, the company provides tailored solutions for individuals, families, and corporates to achieve financial security and prosperity.
Guided by a philosophy of “Doing the Right Thing, in the Right Way, with the Right People,” AIA Singapore aims to be the pre-eminent life insurer in the country known for service excellence and best practices.
This is a full-time hybrid role for a Wealth Management Advisor, based in Singapore with flexibility for some work from home. The Wealth Management Advisor will assist clients in achieving their financial goals by providing expert advice on financial planning, including retirement planning, investments, and risk management. Day-to-day responsibilities include conducting financial assessments, crafting tailored financial plans, maintaining client relationships, and ensuring up-to-date knowledge of the financial market and products.
The role requires collaboration with a team to deliver exceptional service and foster long‑term client trust.
- Strong expertise in Financial Planning and Financial Advisory
- Experience in Investments and Retirement Planning
- Solid understanding of Finance and related concepts
- Effective communication and interpersonal skills to build and maintain client relationships
- Proactive, self‑motivated, and able to work independently in a hybrid work environment
- Relevant certifications in financial planning or related fields (e.g., CFP, CFA) are advantageous
- Proficiency in market analysis and staying updated with industry trends
- A Bachelor’s degree in Finance, Business, Economics, or a related field is preferred.
Performance‑based incentives such as allowance, commission and overseas trips*
Industry and company recognition, e.g. Million Dollar Round Table and Top Financial Services Consultants Award
Continuous professional development through a comprehensive training and development program
Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional Financial Services Consultants
To join us and make a real difference, send in your resume now.
* Terms and conditions apply
SP-RLADIVSORY
Authorised Representative of AIA Singapore Private Limited
(Reg. No. R)
We are an agency that provides holistic financial planning to our clients. We believe each individual is unique and our solutions are tailor‑made to each individual. If you have not been achieving your goals, it is time to realize your dream. Join us. Dare To Dream, Dare To Achieve.
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