Wealth Propositions, Principal
AIA(2 months ago)
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.
Required Skills
- Trusts
- Cross-Border Tax
- Estate Planning
- Wealth Planning
- Client Advisory
- Business Development
- Digital Platforms
- Training Delivery
- Compliance
- Stakeholder Management
+1 more
Qualifications
- Bachelor's Degree (Finance, Law, Accounting)
- CFP
- STEP
- TEP
- CPA
- Relevant Regulatory Licenses
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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