- Foster and deepen rapport with Agency and AFA Sales force to meet and exceed growth targets in terms of AHNW sales productivity and Prestige Club members.
- Engage Agency and AFA Leaders and FCSs via Districts Meeting to provide regular updates of AHNW Production progress reports and train/share knowledge on best practices on Wealth Management propositions to increase competency and awareness
- Engage Agency and AFA Leaders and FCSs to provide support on AHNW business through Case Discussions and Case Management support.
- Drive and Support Agency and AFA Leaders and FCSs on Offshore business opportunities and initiatives
- Provide AHNW related/bespoke training and support to Agency and AFA Leaders and FCSs to uplift the competency level of individual districts.
- Identify and develop new business opportunities or leads generation ideas to create sales platforms.
- Involve and work on special initiatives to drive Company's strategic objectives towards Digitalisation and Customer centric agency culture.
- Drive and implement Company's AHNW initiatives for Agency and AFA including recognition events and campaigns.
- Liaise with Operational teams for AHNW new business applications.
- Work with Clusters and Districts to increase awareness of the Club and retention rate of Prestige Club members through promotion of the Club benefits and privileges.
- Design, Execute and Monitor AHNW sales related activities and campaigns to increase productivity and competency.
- Work closely with respective Location BD Team to roll out sales related activities and campaigns.
- Develop and update sales aids & marketing materials as required.
- To have basic knowledge in wealth management tools like Wills, Trusts, Financing, Family Offices, Offshore Regions sales and business proposition process, etc. to further understand the more complex needs of the AHNW client.
- Undertake any other projects assigned from time to time assigned by Company to drive growth in the AHNW business.
-
Manager, Affluent
1 day ago
AIA SingaporeAt 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 peop ...
-
Assistant Manager, Affluent
2 weeks ago
AIA SingaporeAt 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 peop ...
-
Affluent Acquisition Managers
1 week ago
Citi SingaporeThe CGAT Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets fa ...
-
Avp, Affluent Marketing Manager
3 weeks ago
OCBC Bank Singapore**AVP, Affluent Marketing Manager** **-** **(**230000ZK**)** · **Role** · Marketing support for OCBC's high net worth customer segments, Premier Banking and Premier Private Client. · **Roles & Responsibilities** · - Support the execution of the bank's marketing strategy to drive ...
-
Manager, Affluent
2 weeks ago
AIA Singapore Private Limited Singapore Full timeAt 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 peopl ...
-
Allegis Group Singapore Pte Ltd Singapore Part timeIntroduction to the role: · Our client, a global FinTech MNC is looking for Lifestyle Relationship Manager to support their High Net Worth Product Team. They are also looking for someone who is experienced with Operational Processes and has excellent communication skills can wor ...
-
Lifestyle Relationship Manager – Affluent Cards
2 weeks ago
TEKsystems Singapur, SingaporeJob Summary · Introduction to the role: · Our client, a global FinTech MNC is looking for Lifestyle Relationship Manager to support their High Net Worth Product Team. They are also looking for someone who is experienced with Operational Processes and has excellent communication ...
-
Segment Manager
3 weeks ago
Prudential plc SingaporePrudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our peop ...
-
Segment Manager
3 weeks ago
PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LIMITED SingaporePrudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our peop ...
-
Vice President, Client Acquisition Manager
3 weeks ago
UNITED OVERSEAS BANK LIMITED Singapore**Responsibilities**: · - Be part of the Client Acquisition team, you will acquire highly affluent customers for UOB Privilege Banking · - Work closely with Privilege Banking Client Advisors (CAs) and Privilege Reserve Senior Client Advisors (SCA) to provide and deliver a Total W ...
-
UNITED OVERSEAS BANK LIMITED SingaporeAs part of the Client Acquisition Team, you will acquire highly affluent customers for **UOB Privilege Banking and Privilege Reserve **. You will work closely with Privilege Banking Client Advisors (CAs) and Privilege Reserve Senior Client Advisors (SCA) to provide and deliver a ...
-
Director, International Banking Propositions
2 weeks ago
Standard Chartered Singapore**Job***: Retail Banking · **Primary Location***: Asia-Singapore-Singapore · **Schedule***: Full-time · **Employee Status***: Permanent · **Posting Date***: 16/Jun/2023, 6:40:14 AM · **Unposting Date***: 30/Jun/2023, 1:29:00 PM · **JOB SUMMARY** · **Role Responsibilities** · - Th ...
-
Associate Director, Hnw and Sc Wealth Academy
2 weeks ago
Standard Chartered Singapore**Job***: Retail Banking · **Primary Location***: Asia-Singapore-Singapore · **Schedule***: Full-time · **Employee Status***: Permanent · **Posting Date***: 16/Jun/2023, 6:00:48 AM · **Unposting Date***: 16/Jul/2023, 1:29:00 PM · **Role Responsibilities** · The role is a Short Te ...
-
Manager, Client Acquisition Manager, Privilege
3 weeks ago
UNITED OVERSEAS BANK LIMITED SingaporeAs part of the Client Acquisition Team, you will acquire high affluent customers for **UOB Privilege Banking and Privilege Reserve **. You will work closely with Privilege Banking Client Advisors (CAs) and Privilege Reserve Senior Client Advisors (SCA) to provide and deliver a To ...
-
Client Acquisition Managers Job Description
1 week ago
Maybank Singapore**JOB DETAILS** · **Job Type** · - Permanent · **Position Level** · - Junior Executive · **Qualification** · - Degree · **Discipline** · - Business Studies/Administration · **Specialization** · - Cash Management · **Sector** · - Group Community Financial Services · **Experience** ...
-
Premier Private Clients Advisor
3 weeks ago
Ambition Singapore**Responsibilities: -** · - Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore & Offshore) segment (AUM S$1.5 million & above). · - Develop and strengthen their relationships with the Bank in accordance with relevant business goals. · - ...
-
Premier Private Clients
2 weeks ago
Ambition Singapore**Responsibilities: -** · - Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment (AUM S$1 million & above). · - Develop and strengthen their relationships with the Bank in accordance with relevant business goals. · - Contribute to ...
-
Management Trainee
3 weeks ago
Advisors' Clique Singapore**Job Description - Management Trainee (Financial Services)** · The incumbent is expected to possess a Diploma or Degree from a recognized institution. Prior sales experience in any industry is an advantage. · He/she should have excellent communication and negotiation skills, be ...
-
Marketing and Events Manager
3 weeks ago
Welovesupermom Pte Ltd SingaporeWeLoveSuperMom, a fast-growing and dynamic AI-driven community platform, has a mission to enable parents and families to live better and smarter in Southeast Asia. Boasting one of the largest family communities in Singapore and growing fast in SEA, we are looking for self-driven, ...
-
Premier Private Clients
3 weeks ago
Ambition Singapore**Job details**: · Posted 12 February 2023 · SalaryNegotiable · LocationSingapore · Job type Permanent · DisciplineBanking & Financial Services · Reference262431_ · **Responsibilities: -** · - Actively acquire and prospect new customers for the Premier Banking - Private Client ( ...
Manager, Affluent - Singapur, Singapore - AIA
Description
At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone.
So if you believe in inspiring a better future, read on.
About the Role
The Wealth Managers will be responsible to drive growth in the Affluent and High Net Worth (AHNW) business through TD Sales Force. He/she will implement initiatives, sales & promotion activities, to grow the Affluent & HNW business and the number of Personal Wealth Managers for the HNW Prestige Club.
