Financial Adviser / Personal Wealth Manager

CO Wealth Advisory; Singapore; On-site; SGD 56,000 - 223,000; Full time

Benefits offered by this job

Joining bonus

Monthly business allowance

Five-figure monthly income potential

Flexible working hours

Travel opportunities

Training and development programs

Marketing support

Leadership path

Job summary

CO Wealth Advisory in Singapore seeks a proactive Financial Adviser / Personal Wealth Manager to build client relationships and tailor strategies for wealth protection, growth, and transfer. Advise individuals and corporate clients on insurance, investments, retirement and estate planning, while earning through commissions and bonuses.

Enjoy flexible hours, strong training, marketing support, and a clear path from consultant to director in a collaborative culture.

Responsibilities

• Providing financial advice and service to individual and corporate clients for wealth protection, growth and transfer: life insurance, investments, employee benefits, general insurance, risk management, mortgage and tax optimization, retirement planning, estate planning, wills and trusts, and legacy planning.

Job description

Financial Adviser / Personal Wealth Manager

Choosing this career can make a massive impact on your life in the next 5 years, as all the success stories of our top financial advisers and wealth managers have shown.

How do you know if this is the right opportunity for you? Ask yourself:

• Want to earn unrestricted income and be rewarded according to the effort you put in?
• Like to control your hours, which clients to advise, and what kind of financial expert to become?
• Do you have ambition, an entrepreneurial mindset, believe in working hard AND smart?

If you answered yes to all the above, then the next exciting success story we tell could be yours…

Responsibilities

Providing financial advice and service to individual and corporate clients for wealth protection, growth and transfer: life insurance, investments, employee benefits, general insurance, risk management, mortgage and tax optimization, retirement planning, estate planning, wills and trusts, and legacy planning.

Requirements

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

Benefits

• Joining bonus and monthly business allowance.
• Proven system that allows you to achieve a five-figure monthly income in your first year and clear progression path from consultant to manager to director.
• Unrestricted, recurring, and multiple streams of income through attractive commissions, bonuses, and renewal schemes.
• Flexible working hours, choose which clients to serve, and what kind of specialist to be.
• Qualify for multiple free trips to popular world-wide destinations every year.
• Continuous professional growth through a comprehensive training and development programs.
• Dedicated marketing support to generate warm sales leads and grow your business.
• Transform into a leader and entrepreneur by building your own financial services company.
• Engage in meaningful work and a rewarding lifestyle that truly benefits and adds value to the lives of people and communities.

About CO Wealth Advisory

CO Wealth Advisory Group is an authorised representative of AIA Financial Advisers Private Limited (AIA FA Singapore) (UEN: 201715016G).

CO Wealth is an award-winning and top performing agency of 20 years that deploys a Premier Wealth Service model that goes beyond traditional insurance to offer our regional High-Net-Worth, Mass Affluent and Corporate clients a holistic suite of financial solutions for all their personal and commercial needs. Our brand embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.