Financial Advisory Manager

2 weeks ago


Singapore ALVIN WANG INVESTMENTS PTE. LTD. Full time

Financial Advisory Manager (High-Net-Worth and Corporate)

  • Want a proven system to take your sales up to the next level?
  • Want to build a HNW or Corporate client base?
  • Want to fasttrack to Manager within 2 years and start earning overriding commissions?
  • Want to own a multimilliondollar financial advisory business?


If you answered Yes to any or all the above, then you owe it to yourself to dare to climb to greater heights because you deserve it.

Come discover our proven C.L.I.M.B.

System to build a 5-figure monthly income in 1 year, then level up your career to manage a team and eventually become the owner of your own multi-million-dollar financial services business.


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

No Hard Selling. High Integrity. Business Allowance. Leads Provided. Smart and Frequent Marketing Activities. Dedicated Mentors. Joint Fieldwork. Client Focused. Positive and Collaborative Culture.

Responsibilities

  • Providing financial advice to individual and corporate clients on wealth accumulation, protection, investments, corporate solutions, risk management, mortgage optimisation, tax, and legacy planning.

Requirements:

  • Diploma or Degree holder
  • Must be at least 21 years old
  • Experience in Financial Services, Banking or Mortgage industry would be an advantage.

Benefits

  • Proven system that allows you to achieve a fivefigure monthly income within 2 years and fast track to Manager to lead a team.
  • 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 worldwide destinations every year.
  • Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT).
  • 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


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 Singapore that embodies ownership, excellence, and prestige.

Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.

About AIA Group


AIA 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.



  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesWe are in search of a vibrant and skilled individual to become part of our team as Wealth Advisory Specialist (WAS). This is a long-term position offering a fixed salary, appealing sales bonuses, and employee perks (paid time off, sick leave, medical coverage). As a WAS, your role involves strategizing, overseeing, and collaborating...


  • Singapore Alpha Wealth Financial Advisers Full time

    CompanyAlpha Wealth Financial AdvisersDesignation5 Weeks Financial Advisory InternshipDate Listed13 Mar 2024Job TypeEntry Level / Junior Executive Intern/TSJob PeriodFrom May 2024, For At Least 1 MonthProfessionBanking / FinanceIndustryFinanceLocation NameKitchener Road, City Square Mall, SingaporeAddress180 Kitchener Rd, Singapore 208539MapAllowance /...


  • Singapore Alpha Wealth Financial Advisers Full time

    Unlock Your Potential with Our 5-Week Summer Internship Program Join a dynamic program where you will:Receive 1-to-1 guidance and on-the-job training from seasoned professionalsGain insights into the thriving financial advisory landscapeAttend seminars by top trainers covering financial competence, personality profiling, and business networkingExplore...


  • Singapore Alpha Wealth Financial Advisers Full time

    Unlock Your Potential with Our 5-Week Summer Internship Program Join a dynamic program where you will:Receive 1-to-1 guidance and on-the-job training from seasoned professionalsGain insights into the thriving financial advisory landscapeAttend seminars by top trainers covering financial competence, personality profiling, and business networkingExplore...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesAre you looking to be a financial service professional in a leading multiple provider Financial Advisory firm?Job Highlights· Fulfilling Career with Attractive Remuneration Model· Exciting Career Progression and Developmental Pathway· Flexible Hours & Work Life BalanceJob DescriptionWe are looking for dynamic and talented candidate...


  • Singapore FINANCIAL ALLIANCE PTE. LTD. Full time

    Roles & ResponsibilitiesJOB DESCRIPTION To profile clients' needs and provide them with purposeful financial advice. To acquire new clients through your own means or through our dynamic range of business development and sales activities. Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques,...


  • Singapore FINANCIAL ALLIANCE PTE. LTD. Full time

    Roles & ResponsibilitiesJOB DESCRIPTION To profile clients' needs and provide them with purposeful financial advice. To acquire new clients through your own means or through our dynamic range of business development and sales activities. Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques,...


  • Singapore Chatham Financial Full time

    Analyst, Financial Risk (Japanese Speaker)Overview:Our Singapore team is growing and looking to hire an Analyst, Financial Risk Adviser. As a financial risk adviser focusing on the Japanese market, you will collaborate with two more experienced Japanese colleagues in managing engagements and client relationships. Clients include general corporates, private...


  • Singapore MAZARS CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesThis position offers an excellent opportunity for a qualified, and self-driven Valuations Manager. As a key member of the team, your role is pivotal to ensure independent execution on valuation projects, coaching and developing junior staff, and improve clients service quality.The Valuations Manager will be a part of our Singapore...

  • Financial Adviser

    4 weeks ago


    Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...

  • Financial Adviser

    2 months ago


    Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...


  • Singapore ORACLE FINANCIAL ADVISORY Full time

    Roles & ResponsibilitiesLoanWorks Singapore is expanding and we are looking for driven, dynamic individuals with strong networking skills to join us as loan consultants. The role encompasses sales, client advisory & account management requirements. We offer a structured career progression path with an attractive remuneration package & performance bonuses.i)...


  • Singapore ORACLE FINANCIAL ADVISORY Full time

    Roles & ResponsibilitiesLoanWorks Singapore is expanding and we are looking for driven, dynamic individuals with strong networking skills to join us as loan consultants. The role encompasses sales, client advisory & account management requirements. We offer a structured career progression path with an attractive remuneration package & performance bonuses.i)...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesA self-directed team player in the Risk Management & Compliance department focusing on Compliance and Market Conduct areas in order to maintain a robust risk management and compliance framework within Infinitum Financial Advisory.Infinitum Financial Advisory is a wholly-owned subsidiary of Income Insurance Limited, Singapore’s top...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesA self-directed team player in the Risk Management & Compliance department focusing on Compliance and Market Conduct areas in order to maintain a robust risk management and compliance framework within Infinitum Financial Advisory.Infinitum Financial Advisory is a wholly-owned subsidiary of Income Insurance Limited, Singapore’s top...


  • Singapore TAT Financial Full time

    5-Week Entrepreneurship Launchpad!   Join a dynamic program where you will:    Receive 1-to-1 guidance and on-the-job training from seasoned professionals  Gain insights into the thriving financial advisory landscape  Attend seminars by top trainers covering financial competence, personality profiling, and business networking  Explore aspects of...


  • Singapore TAT Financial Full time

    5-Week Entrepreneurship Launchpad!   Join a dynamic program where you will:    Receive 1-to-1 guidance and on-the-job training from seasoned professionals  Gain insights into the thriving financial advisory landscape  Attend seminars by top trainers covering financial competence, personality profiling, and business networking  Explore aspects of...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesA self-directed and independent individual to support the Head of Risk Management & Compliance (“RM&C”) within the RM&C department focusing on Regulatory Compliance aspects such as governance, risk management and market conduct requirements, in order to maintain a robust risk and compliance framework within Infinitum Financial...