Financial Adviser

4 weeks ago

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

Financial Adviser / Wealth Manager


Choosing this career can make a massive impact on your life in the next 5 to 10 years, as all the success stories of our top financial advisers and wealth managers have shown.

How do you know if this is the right opportunity for you? Ask yourself:

  • Want to earn unrestricted income and be rewarded according to the effort you put in?
  • Like to control your hours, which clients to advise, and what kind of financial expert to become?
  • Do you have ambition, an entrepreneurial mindset, believe in working hard AND smart?

If you answered yes to all the above, then the next exciting success story we tell could be yours…

Ready to become a Winner in Life? Send your resume to hr@coadvisory.com


Responsibilities

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

Requirements

  • Diploma (at least 900 hours of coursework) or 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 fixed 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.
  • Recurring and multiple streams of income through 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 world-wide 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 district 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 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.



Tell employers what skills you have

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

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