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Financial Advisory Manager
3 weeks ago
**Financial Advisory Manager (High-Net-Worth and Corporate)**
**Calling all Financial Advisers, Bank RMs and Mortgage Specialists**
- Feeling stuck on how to grow your business?
- Want to be given free warm sales leads?
- Want to build a HNW or Corporate client base?
- Want to fast-track to Manager within 2 years and start earning overriding commissions?
- Want to own a multi-million-dollar 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 CO Wealth Advisory’s proven C.L.I.M.B. System to build a 5-figure monthly income in 1 to 2 years, then level up your career to manage a team and eventually become the owner of your own multi-million-dollar financial services business.
Why join CO Wealth Advisory? We are next generation FAs that deploy a Premier Wealth Service and Private Banking certification model that goes beyond traditional insurance to offer our regional High-Net-Worth and Corporate clients a holistic suite of financial solutions for their personal and commercial needs.
We are an award winning and top producing district of 20 years with AIA Singapore, led and mentored by our director Christopher Ong, a dynamic 30-year veteran of the industry, who is also an accomplished entrepreneur, investor, speaker, and coach.
AIA Group is the largest company listed on the HK Stock Exchange with a sum assured of USD1.74Trillion across 18 markets in the Asia Pacific. A reputable and instantly recognisable brand backed by a 100-year history, and well known for providing unrivalled training and support in the industry.
**Responsibilities**
- Providing financial advice to individual and corporate clients on wealth accumulation, protection, investments, risk management, mortgage optimisation, tax, and legacy planning.
**Requirements**:
- Diploma or Degree holder
- Must be at least 21 years old
- No work visa sponsorship needed
- Experience in Financial Services, Banking or Mortgage industry would be an advantage.
**Benefits**
- Choose between a salaried or allowance-based scheme to ease your transition into the industry*
- Performance incentives such as commission and overseas trips
- 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 program
- Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional Financial Services Consultants
**About CO Wealth Advisory**
**Authorized representative of AIA Singapore Private Limited (Reg. No. 201106386R)**
CO Wealth Advisory is a premier wealth management specialist based in Singapore with an affluent High-Net-Worth clientele. Our services include investment advisory, risk management, mortgage optimisation, tax, and legacy planning. We are an award-winning and top performing district 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**
We are the largest public-listed life insurer in the Asia Pacific with over a century of expertise. We are striving to create a better, more sustainable future by empowering customers to understand and manage every aspect of their health, wellness and protection needs. 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.
- *Terms and conditions apply_
- By providing your personal data to us, you consent to your personal data being used, disclosed, stored, retained, and processed by AIA Singapore Private Limited, its associated persons/organizations, its and their third-party service providers and its or their representatives, whether within or outside Singapore, for the purposes of recruitment and general administration relating to the aforementioned purpose(s)._
**Job Types**: Full-time, Permanent
**Salary**: $3,000.00 - $10,000.00 per month
**Benefits**:
- Employee discount
- Professional development
Schedule:
- Monday to Friday
Supplemental pay types:
- Commission pay
Work Location: In person
