AIA Financial Consultant
Job Description
Established in 1994 by Jake Yu, JAKEYU Group is a leading wealth management firm affiliated with AIA Singapore. With a team of over 70 Financial Consultants and 8 Managers and Associate Directors, our professionals range from their 20s to 40s, including fresh graduates and individuals from diverse career backgrounds, with the majority holding degree qualifications and above. In 2021, more than 32 of our team members earned between $100,000 to $850,000 annually, reflecting our commitment to financial success and teamwork.
Roles and Responsibilities
- Provide personalized financial advice to clients based on their financial goals and protection needs.
- Recommend strategies for wealth accumulation and legacy planning.
- Develop and maintain trusting relationships with clients to ensure long-term partnerships.
- Stay updated on financial products and market trends to offer informed advice.
Requirements
- Age 21 and above.
- Singaporeans or PRs only
- Full certificate in GCE “A” level, IB diploma, or a polytechnic diploma
- Presentable, likable, and able to build trust.
- Good character, honest, hardworking, and willing to learn.
- Excellent communication and interpersonal skills.
Career Benefits
- Gain access to leading industry resources, digital tools, and market intelligence designed to support your success and ongoing professional development.
- Opportunity to earn a high income with performance-based incentives.
- Comprehensive training and mentorship programs.
- Access to a robust client base through established partnerships with private hospitals and baby-related companies.
- Collaborative team environment that fosters growth and success.
- Opportunities for career advancement within the organization.
- Structured pathways for advancement, continuous learning, and the chance to expand your skills and responsibilities as you grow with us.
Join JAKEYU Group and embark on a rewarding career in financial consulting, where your success is our priority.
