Premier Wealth Adviser (High-Net-Worth and Affluent 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

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

There is no doubt that you can make a decent income serving the mass market segment as a Financial Adviser…

However, if you are ambitious and wish to Scale up your income 3x to 6x for the same time and effort spent serving the mass market, you need to use the correct,smarter System that will:

• Acquire Higher Value Clients
• Increase Sales Conversions
• Close Bigger Cases, not just chase for more cases

Building a high income in your FA business is not just about generating a higher volume of sales leads and hard work, only doing this will lead you to stagnation or burnout.

What makes CO Wealth different and What Is In It For You to join us?

We spent the last 20 years refining our Premier Wealth Services (PWS) platform to:

1. Drive you upstream from mass market into Affluent, High-Net-Worth and Corporate (B2B) segments, with qualified leads and marketing support.

2. Uncover Deeper Opportunities in each account to build a sustainable, recurring, and scalable income: For every $1 active income you make, you get an additional $2 in renewals and bonuses.

3. Dedicated Mentors, Seniors and Specialists supporting you in joint fieldwork, so you close higher-value cases with greater confidence.

Here's the proof our system works: 40% of our consultants consistently achieve Million-Dollar-Round Table (MDRT), Court Of the Table (COT) and Top Of the Table (TOT), 70% are Club Qualifiers, and the awards we win consistently for years for top MDRT, HNW & Corporate Solutions production.

Our top producers achieve annual, recurring income streams of between $200K to $800K within 3 to 8 years, we can show you how.

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
• Build multiple, recurring streams with unlimited upside potential
• Flexible hours and full control of your activities
• Comprehensive training, award-winning digital tools, and dedicated marketing support
• Develop your professional skills, knowledge and networks
• Serve Affluent, High-Net-Worth, and Corporate clients with credibility and confidence
• Clear Leadership progression path: From Specialist to Manager to Director

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 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.