Financial Services Specialist

2 weeks ago


Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time
Opportunity for Financial Growth
We are seeking a Wealth Management Associate to join our dynamic team at CO Wealth Advisory Group Pte. Ltd. as we expand our presence in the market.

About the Role
This is an exciting opportunity for early career individuals or fresh graduates to embark on a rewarding career in financial services, providing wealth protection, growth, and transfer solutions to individual and corporate clients.

Key Responsibilities
- Provide comprehensive financial advice and services to clients in areas such as life insurance, investments, employee benefits, general insurance, risk management, mortgage, and tax optimization.
- Assist clients in achieving their financial goals through personalized wealth planning strategies.

Requirements
- A Levels, Full Diploma (3 years) or Degree holder with excellent academic record.
- Early career, Fresh grads or Undergraduate students looking for a challenging role in the financial industry.
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike.

Benefits
- Competitive monthly cash allowance scheme available.
- Opportunities for professional growth and development through comprehensive training programs.
- Flexible working hours and choice of specialist roles within the company.
- Unrestricted, recurring, and multiple streams of income through attractive commissions and renewal bonuses.

About Us
CO Wealth Advisory Group Pte. Ltd. is a leading provider of financial services, committed to helping individuals and businesses achieve their financial goals. With a strong reputation for excellence and customer service, we offer a dynamic and supportive work environment that fosters growth and development.

Salary Estimate
The estimated salary for this position is $5,000 - $7,000 per month, depending on qualifications and experience.

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