Wealth Management Consultant
AIA(2 months ago)
About this role
A financial planning and sales professional role within AIA’s Marketing, Distribution & Partnership team, supporting the company’s ambition to help customers live Healthier, Longer, Better Lives. The role focuses on client-facing financial planning and contribution to sales growth within the distribution network.
Required Skills
- Financial Planning
- Sales
- Client Management
- Customer Service
- Lead Generation
- Estate Planning
- Trust Services
- HNW Management
- Communication
- Organization
Qualifications
- Diploma
- Advanced Diploma
- Graduate Diploma
- CMFAS M5
- CMFAS M9
- CMFAS M9A
- CMFAS HI
- Mandatory CPD
About AIA
aia.comAIA provides insurance solutions to both individuals and businesses. Find out more about our services and latest updates.
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