Wealth Propositions, Principal
AIA Singapore is seeking a Principal-level advisor to join the Wealth Propositions team, focusing on high-net-worth client segments. The role involves developing trust and estate planning strategies, delivering tailored wealth solutions, and upskilling distribution channels. Candidates must possess significant experience in wealth advisory and international tax structures. This position requires deep regulatory knowledge and stakeholder management to drive business growth and service innovation.
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Experience
8+ years
Function
Finance
Work mode
Onsite, Singapore
Company
Tier 2
What you will work on
AIA Singapore is seeking a Principal-level advisor to join the Wealth Propositions team, focusing on high-net-worth client segments. The role involves developing trust and estate planning strategies, delivering tailored wealth solutions, and upskilling distribution channels. Candidates must possess significant experience in wealth advisory and international tax structures. This position requires deep regulatory knowledge and stakeholder management to drive business growth and service innovation.
TAL's take
Established multinational with a clearly defined advisory scope for high-net-worth clients, reflecting a stable senior-level role.
The JD is highly specific regarding the responsibilities in trust, tax, and estate planning for high-net-worth segments.
Must haves
- Bachelor's degree in Finance, Law, or Accounting
- Minimum 8 years of experience in wealth advisory, estate planning, or private banking
- Understanding of international tax and trust structures
- Knowledge of Singapore laws and relevant regulations
- Experience integrating insurance products with wealth planning tools
About the company
Large established insurance multinational, but not a tech-first product company.
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