Personal Wealth Manager

1 week ago

Bukit Merah, Singapore CO Wealth Advisory Full time

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 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.
- Build a business and be the boss of your own multi-million-dollar financial services company.

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.

Unrestricted and Recurring Income. Salary or Allowance. Flexible Hours. Free Trips Abroad. No Hard Selling. Leads Provided. Robust Training and Marketing Support. Dedicated Mentors. Joint Fieldwork. Client Focused. Caring and Collaborative Culture.

**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**:

- Diploma (at least 900 hours of coursework) or Degree holder.
- At least 21 years old.
- Experience in Sales, Marketing, Business Development, Client Engagement, 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 client relationships with a positive and engaging personality.

**Benefits**:

- 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.
- 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.

**Salary**: $4,000.00 - $10,000.00 per month

**Benefits**:

- Dental insurance
- Employee discount
- Flexible schedule
- Health insurance
- Professional development
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Signing bonus
- Yearly bonus

Work Location: In person

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