Wealth Propositions, Principal
AIA
About this role
Senior Advisor in the Wealth Propositions team at AIA serving as the subject matter expert in trust, tax and estate planning for High Net Worth clients. The role focuses on developing specialized wealth solutions and enhancing the firm’s HNW propositions while partnering across product, legal and distribution teams. It aims to drive business growth and elevate advisory capabilities across channels.
Skills
Qualifications
About AIA
aia.comAIA provides insurance solutions to both individuals and businesses. Find out more about our services and latest updates.
Recent company news
Financial TimesAIA Alta Prestige Wealth Centre Opens at AIA Central – Company Announcement
5 days ago
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Sep 26, 2025
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May 8, 2025
About AIA
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for AIA.
Salary
$122k – $165k
per year