Wealth Management Associate

Roles & Responsibilities

Wealth Management Associate

Are you experiencing slow income or career growth? No work-life-balance? At risk of retrenchment through events you cannot control?

It may be time to change your mindset about what a rewarding career means, and how you are going to achieve your life goals in the next 10 years…

Join the dynamic team at CO Wealth Advisory and we will show you proven methods how to:

• Build a stable, long-term, five-figure monthly income in the next few years that is recession and retrenchment proof.
• Apply an entrepreneurial mindset to develop business opportunities, sharpen your engagement skills, and gain financial intelligence.
• Be in control of your time and activities: Choose what kind of financial expert to become, which clients you want to network with, and how to build a strong personal brand.

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

No Hard Selling. Unrestricted and Recurring Income. Monthly Allowance. Flexible Hours. Free Trips Abroad. Leads Provided During Training. Smart and Frequent Marketing Activities. Dedicated Mentors. Joint Fieldwork. Client Focused. Caring and Collaborative Culture.

Ready to CLIMB to the top? Send your resume to hr@coadvisory.com

Responsibilities

Providing financial advice and services to individual and corporate clients for wealth protection, growth, and transfer in areas such as life insurance, investments, employee benefits, general insurance, risk management, mortgage and tax optimization, retirement planning, estate planning, wills and trusts, and legacy planning.

Requirements

• A Levels, Full Diploma (3 years) or Degree holder.
• Early or mid-career switchers welcome.
• Sales, BD or marketing experience is an advantage, but not essential, as full training is provided.
• Motivated, results-driven, 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 cash allowance 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.
• Build unrestricted, recurring, and multiple streams of income through attractive commissions and renewal bonuses.
• 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

CO Wealth Advisory Group is an authorised representative of AIA Financial Advisers Private Limited (AIA FA Singapore) (UEN: 201715016G).

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 FA Singapore that embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.

About AIA Group

AIA FA 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.

Tell employers what skills you have

Lead Generation
Account Management
Sales
can do attitude
Building rapport
Leadership
Sales Prospecting
Interpersonal Skills
Relationship Management
Highly Resourceful
client servicing
Results Oriented
Marketing
Self Driven
Attention to Details
Time Management
Consulting
Positive Personality
Business Development
Able To Work Independently

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