AI-generated summary
This job is for a Wealth Advisor, Principal at AIA. You'll engage with agents and HNW customers on trust and estate planning, lead discussions, and execute HNW events. Requires a degree, 7-8 yrs experience, and strong leadership skills. You might like this job because you'll help people live healthier, longer, better lives.
Undisclosed
Kuala Lumpur, MY-AIA Malaysia, Kuala Lumpur
Full-Time
few hours ago
At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.
It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.
And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.
So if you believe in inspiring a better future, read on.
About the Role
Responsible in engaging and advising agents and HNW customers to promote trust and estate planning services to drive sales in this segment. The role also involves leading discussions with trustees, legal, and tax consultants, conducting workshops, creating reference materials and tools to enhance the distribution force's knowledge, and developing training and sales kits. Additionally, the role includes planning and executing specialized HNW events for client engagement, along with supporting ad hoc projects.Minimum Job Requirements:
Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.
We offer a range of wellbeing tools and programmes to help you think well, feel well, plan well and live well.
With our diverse up-skilling, mentorship, job mobility and career experiences, we will help shape your career, your way.
It's our differences that make us better together. We empower you to be your best and make a difference in your own unique ways.
Last active - few hours ago
0 - 10 Years of Experience