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Financial Consultant

Job Detail

  • Offered Salary 4000
  • Career Level Others
  • Experience Fresh
  • Industry Finance
  • Qualifications Bachelor Degree

Job Description

A REWARDING Career as an AIA Financial Services Consultant Awaits YOU

We are looking for bright individuals who would like to join AIA as a Financial Services Consultant. If you are highly motivated, hardworking, trustworthy, and approachable, you are the one we are looking for!

Here at AIA, our Financial Services Consultants take a holistic approach in helping clients to manage their financial needs and goals.

As a Financial Services Consultant, one gets to

  • Establish clients’ financial goals by determining the current financial situation, identifying the shortfalls, and implementing customised solutions to suit clients’ needs.
  • Help clients prioritise needs and manage cash flow by planning for their children’s education and their own retirement needs.
  • Assist clients in providing information to make informed decisions on their present and future situation.
  • Assist clients from all walks of life as well to support them in all of life’s stages (Birth, old age, illness and death).

To be a Financial Services Consultant, one needs to have

  • Full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
  • Good knowledge of banking, wealth management & insurance products is an added advantage
  • CMFAS certifications M5, M9, M9A and HI. Training will be provided by AIA.

To succeed in a Financial Services Consultant role, one needs to be

  • Customer-focused while maintain high standards of compliance and integrity.
  • Determined, personable and sincere.
  • Attentive and eager to learn.

Only shortlisted candidates will be notified.

 

SP-MARKLIM

Authorised Representative of AIA Singapore Private Limited

Reg. No. 201106386R

 

Required skills