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Premier Wealth Adviser

4 weeks ago

Singapore ALVIN WANG INVESTMENTS PTE. LTD. Full time
Roles & Responsibilities

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


We all know how rewarding a career as a Financial Adviser can be for the right people:

  • Earn multiple streams of unrestricted income based on the effort you put in.
  • Be in control of your hours, which clients to serve, and what kind of financial expert to be.
  • Engage in meaningful work that truly benefits people and turn it into your lifestyle.

How do you build a successful and sustainable FA career? How do you acquire HNW and Corporate clients? How do you stand out from the competition?


To become a Premier Wealth Adviser, you need the right qualities such as: Ambition 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 18 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.


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


Send your resume to hr@coadvisory.com


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

  • Full diploma (900 hours of coursework) or a degree holder.
  • Experience in Sales, Marketing, Business Development, Client Servicing, 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 rapport and build client relationships with a positive and engaging personality.

Benefits

  • Salaried or allowance scheme 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 in your second.
  • Unrestricted, recurring and multiple streams of income through attractive commissions, bonuses, and renewal schemes.
  • 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.
  • 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 biggest independent insurance group in the Asia Pacific with a presence across 18 markets. 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.


Tell employers what skills you have

Negotiation
High Net Worth Individuals
Lead Generation
Sales
Sales Prospecting
Wealth Management Services
Interpersonal Skills
Self-driven
Investments
Relationship Management
Business Networking
client servicing
Marketing
B2B Sales
Time Management skills
Customer Focus
Consulting
Business Development
Financial Services
Able To Work Independently

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