Deskripsi Pekerjaan
Join AIA, a global leader in insurance and financial services, as a Retirement Strategist and empower Singaporeans to achieve financial security in their golden years. This critical role combines deep financial expertise with client-centric solutions to transform retirement planning journeys. You'll analyze complex financial scenarios, design personalized retirement income strategies, and navigate evolving regulatory landscapes – all while building lasting client relationships. With comprehensive training and a collaborative environment, you'll develop professionally while making tangible impacts on clients' lives. AIA offers competitive compensation, career advancement pathways, and a culture that values innovation and integrity in wealth management.
Tanggung Jawab
- Conduct comprehensive financial assessments for pre-retirement clients
- Develop customized retirement income strategies aligned with client goals
- Stay current on retirement planning regulations, tax laws, and investment vehicles
- Build and maintain strong client relationships through regular portfolio reviews
- Collaborate with internal teams to ensure seamless service delivery
- Meet sales targets while maintaining high ethical standards
- Present retirement solutions to diverse client segments
Kualifikasi
- Bachelor's degree in Finance, Economics, or related field
- Minimum 3 years in financial planning, wealth management, or advisory role
- Valid Capital Markets Services Representative license (CMSRL)
- Strong analytical skills with ability to interpret complex financial data
- Excellent communication and presentation skills
- CFP, ChFC, or CFA designation preferred
- Proven track record of meeting sales targets