“Today, AIA remains the only insurer who upskills AIA insurance representatives with both the Client Advisor Competency Standards (CACS) regulatory examinations and WMI’s Certified Private Banker qualifications to achieve the IBF Qualified Private Banking certification.
Having a holistic view beyond insurance, specially trained AIA insurance representatives are able to better value-add to clients’ investment and insurance portfolios to enhance their overall well-being. The training enables AIA insurance representatives to understand the wealth management challenges faced by HNW clients. For complex scenarios, they are able to collaborate with professionals such as lawyers, tax and trust consultants to address client needs.
AIA Singapore, in partnership with WMI, will be sending 1,000 AIA insurance representatives for a wealth management programme by 2023 to better equip them with the competencies and knowledge to serve the rapidly growing affluent population in Singapore.”
More on the Business Times article can be read HERE
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