Islamic Financial Advisor

Company Description AIA Singapore is part of AIA Group, the largest independent publicly listed pan-Asian life insurance group and one of the world’s largest life insurers by market capitalization. In Singapore, AIA focuses on enabling individuals and families to live healthier, longer, better lives through comprehensive life and health protection and long-term financial solutions. The organization partners with customers across individual, family, and corporate segments to build a more secure and prosperous future. AIA Singapore is committed to excellent service and best practices, guided by an operating philosophy of “Doing the Right Thing, in the Right Way, with the Right People.” Personal data is managed in accordance with the AIA Singapore Privacy Policy.
Role Description This is a full-time Islamic Financial Advisor role based in Singapore with a hybrid work arrangement, combining on-site client engagement with some work-from-home flexibility. The Islamic Financial Advisor will provide Shariah-compliant financial advice and solutions, including protection, savings, and retirement planning, aligned with clients’ values and long-term goals. Day-to-day responsibilities include meeting clients, conducting needs analysis, preparing tailored financial plans, and recommending appropriate takaful and other Islamic financial products. The role involves ongoing portfolio reviews, monitoring market and regulatory developments, and ensuring advice remains consistent with Islamic finance principles and AIA’s compliance standards. The advisor will also participate in training, collaborate with the wider advisory team, and contribute to outreach and education initiatives that promote financial literacy and ethical financial planning.
Qualifications

• Strong skills in Financial Planning and Financial Advisory, with the ability to design holistic, client-centric solutions.
• Solid understanding of Finance and Investments, including Islamic finance concepts and Shariah-compliant instruments.
• Experience in Retirement Planning, with capability to structure long-term, ethical wealth accumulation and income strategies.
• Relevant professional certifications in financial advisory or wealth management (e.g., CFPCM, CIWM, or local equivalent) are beneficial.
• Knowledge of Islamic finance principles and frameworks; experience with takaful or other Shariah-compliant products is an advantage.
• Strong analytical, communication, and relationship-management skills, with the ability to explain complex concepts clearly.
• High level of integrity, commitment to ethical conduct, and adherence to regulatory and compliance requirements in Singapore.
• Diploma or degree in Finance, Business, Economics, or a related field preferred; additional training in Islamic finance is a plus.