Senior Wealth Manager
6 days ago
Job Description
Wealth Management at AIAThe role of a Financial Planning Advisor involves creating customized financial plans for clients, taking into account their individual needs and goals. This includes developing comprehensive financial strategies, providing investment advice, and offering ongoing support to ensure clients meet their objectives.
As a key member of our wealth management team, you will work closely with clients to understand their financial situation, identify areas for improvement, and develop tailored solutions. Your expertise will help clients make informed decisions about their finances and achieve long-term success.
In addition to your technical skills, you will possess excellent interpersonal and communication skills, enabling you to build strong relationships with clients and colleagues alike.
Key Accountabilities:
- Developing and implementing comprehensive financial plans for clients
- Providing expert investment advice and guidance
- Maintaining client relationships and identifying new business opportunities
- Collaborating with colleagues to deliver exceptional client service
About AIA
AIA offers a range of products and services, including life insurance, accident and health insurance, and savings plans. Our commitment to excellence has earned us a reputation as a trusted partner in long-term savings and protection in Asia.
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