Financial Adviser

**Financial Adviser / Wealth Manager**

Choosing this career can make a massive impact on your life in the next 5 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

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.

No Hard Selling. High Integrity. Salary or Allowance. Leads Provided. Smart and Frequent Marketing Activities. Dedicated Mentors. Joint Fieldwork. Client Focused. Positive and Collaborative Culture.

**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
- 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 rapport and 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.
- Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT).
- Opportunity to qualify for multiple free trips to popular world-wide destinations every year.
- Flexible working hours, choose which clients to serve, and what kind of specialist to be.
- 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 agency of 18 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 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.

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

**Benefits**:

- Employee discount
- Flexible schedule
- Professional development

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

Work Location: In person