Financial Advisory Manager

**Financial Advisory Manager (High-Net-Worth and Corporate)**

**Calling all Financial Advisers, Bank RMs and Mortgage Specialists**
- Want a proven system to take your sales up to the next level?
- 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 our proven C.L.I.M.B. System to build a 5-figure monthly income in 1 year, then level up your career to manage a team and eventually become the owner of your own multi-million-dollar financial services 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.

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.

**Ready to CLIMB to the Top?**

**Responsibilities**
- Providing financial advice to individual and corporate clients on wealth accumulation, protection, investments, risk management, mortgage optimisation, tax, 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.

**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.

**Job Types**: Full-time, Permanent

**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
- Signing bonus
- Yearly bonus

Work Location: In person