Premier Wealth Adviser (High-Net-Worth and Affluent clients)

CO WEALTH ADVISORY GROUP PTE. LTD.; Singapore; On-site; SGD 50,000 - 100,000; Full time

Job summary

A leading financial advisory firm in Singapore seeks a Premier Wealth Adviser to provide tailored financial solutions for high-net-worth and affluent clients. The role offers unlimited earning potential, flexible hours, and extensive training support. Successful candidates will have a strong entrepreneurial spirit, excellent communication skills, and relevant educational qualifications. A rewarding career awaits those ready to make a significant impact in clients' lives.

Benefits

Joining bonus

Monthly business allowance

Opportunity for free trips abroad

Continuous professional growth

Dedicated marketing support

Flexible working hours

Qualifications

• Experience in Sales, Marketing, Business Development, Client Engagement, Relationship Management, or Account Management would be an advantage.
• Self-driven, results-oriented, hardworking.
• Strong communication and interpersonal skills.

Responsibilities

• Providing financial advice and service to individual and corporate clients.
• Wealth protection and accumulation, investments, corporate solutions, general insurance.
• Tax planning, retirement, wills and trusts, estate planning.

Skills

Motivation

Entrepreneurial spirit

Positive attitude

Growth mindset

Communication skills

Interpersonal skills

Education

A Levels, Full Diploma (3 years) or Degree

Job description

Premier Wealth Adviser (High-Net-Worth and Affluent clients)

We all know how rewarding this career can be for the right people:

• Earn multiple streams, recurring, and unrestricted income based on the effort you put in.
• Work flexible hours, choose which clients to serve, and what kind of financial expert to be.
• Build a business and become the boss of your own multi-million dollar financial services company.

Have you considered whether you could be successful in this career too? How do you acquire High-Net-Worth and Affluent clients? How do you stand out from the competition? How do you build a sustainable and growing income?

To become a Premier Wealth Adviser, you need to possess the right qualities such as: Motivated to achieve more in life, an entrepreneurial spirit, a positive attitude, and a growth mindset.

Next, you need to join the right team with a proven track record of success, that can provide you with the best training, mentorship, systems, marketing strategies and support to scale up your business.

We are CO Wealth Advisory, a top performing agency of 20 years with AIA FA Singapore, deploying a Premier Wealth Services business model that has won us awards for top High-Net-Worth, Corporate Solutions and Million-Dollar-Round-Table agency for consecutive years.

No Hard Selling. Unrestricted and Recurring Income. Monthly Allowance. Flexible Hours. Free Trips Abroad. Leads Provided During Training. Smart and Frequent Marketing Activities. Dedicated Mentors. Joint Fieldwork. Client Focused. Caring and Collaborative Culture.

Do you have what it takes to join us and become a Winner in Life?

Send your resume to [e-mail]

Responsibilities

Providing financial advice and service 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.

Requirements

• 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.

Benefits

• Joining bonus and monthly business allowance available for qualified candidates.
• Proven system that allows you to achieve a five-figure monthly income in your first year and fast track to Manager to lead a team.
• Build unrestricted, recurring, and multiple streams of income through attractive commissions, bonuses, and renewal schemes.
• Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT).
• Opportunity to qualify for multiple free trips to popular world-wide destinations every year.
• Flexible working hours, choose which clients to serve, and what kind of specialist to be.
• 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).

We are next generation Financial Advisers that deploy 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.

We are an award-winning and top performing agency of 20 years with AIA FA Singapore that embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.

About AIA Group

AIA FA Singapore is part of the AIA Group, the largest independent insurance group in the Asia Pacific with a presence across 18 markets and listed on the Hong Kong stock exchange. A reputable and instantly recognisable brand backed by a 100-year history, and well known for providing unrivalled training and support in the industry.

We are purpose-driven to help people live Healthier, Longer, Better, Lives by making a significant, positive impact for the communities we serve across Asia.