Elite Wealth Advisor for High-Net-Worth Clients

CO Wealth Advisory; Singapore; On-site; SGD 90,000 - 150,000; Full time

Benefits offered by this job

Joining bonus

Monthly business allowance

Flexible hours

Training & marketing support

Leadership progression

Job summary

CO Wealth Advisory seeks Premier Wealth Adviser to serve High-Net-Worth and affluent clients in Singapore. You will provide holistic financial advice and customised solutions across investments, protection, estate planning and corporate needs.

With supported mentoring and access to premium tools, you will scale your practice, attract higher-value clients, and build recurring income streams through renewals and advisory services.

Qualifications

• A Levels, Full Diploma (3 years) or Degree holder.
• Experience in Sales, Marketing, Business Development, Client Engagement, Relationship Management, or Account Management would be an advantage.
• Self-driven, results-oriented, hardworking, able to work independently, meticulous, and coachable.
• Strong communication and interpersonal skills, ability to build client relationships with a positive and engaging personality.

Responsibilities

• Provide financial advice to individual and corporate clients for wealth protection and accumulation, investments, corporate solutions, general insurance, risk management, mortgage optimisation, tax planning, retirement, wills and trusts, estate, and legacy planning.

Skills

Communication skills

Interpersonal skills

Self-driven

Independent worker

Education

A Levels, Diploma or Degree

Job description

CO Wealth Advisory seeks Premier Wealth Adviser to serve High-Net-Worth and affluent clients in Singapore. You will provide holistic financial advice and customised solutions across investments, protection, estate planning and corporate needs.

With supported mentoring and access to premium tools, you will scale your practice, attract higher-value clients, and build recurring income streams through renewals and advisory services.