Skip to main content
Back to jobs

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

External
CO WEALTH ADVISORY GROUP PTE. LTD. logoWealth Advisory · Aia Alexandra, Singapore
S$48K–S$120K/yrPart-timeUnknownToday
LeadershipRisk Management
Cover LetterConnect

Prepare for this interview

Elite

AI-generated questions, company research, and talking points tailored to this role

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 allowanceBuild multiple, recurring streams with unlimited upside potentialFlexible hours and full control of your activitiesComprehensive training, award-winning digital tools, and dedicated marketing supportDevelop your professional skills, knowledge and networksServe Affluent, High-Net-Worth, and Corporate clients with credibility and confidenceClear Leadership progression path: From Specialist to Manager to DirectorAbout CO Wealth AdvisoryCO Wealth Advisory Group is an authorised representative of AIA Financial Advisers Private Limited (AIA FA Singapore) (UEN: 201715016G).

Additional Information

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. If you are ready to take action to get the results you want, send your resume to explore with us: hr@coadvisory

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at CO WEALTH ADVISORY GROUP PTE. LTD.? Share your experience

Interested in this role?

Apply on the company's website.

Cover LetterConnect