PREMIER WEALTH ADVISER (HIGH-NET-WORTH AND AFFLUENT CLIENTS)

We all know how rewarding this career can be for the right people:

• Earn multiple streams, recurring, and unrestricted income based on the effort you put in.
• Work flexible hours, choose which clients to serve, and what kind of financial expert to be.
• Build a business and become the boss of your own multi-million dollar financial services company.

Have you considered whether you could be successful in this career too? How do you acquire High-Net-Worth and Affluent clients? How do you stand out from the competition ? How do you build a sustainable and growing income ?
To become a Premier Wealth Adviser , you need to possess the right qualities such as: Motivated 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 20 years with AIA FA Singapore , deploying a Premier Wealth Services business model that has won us awards for top High-Net-Worth, Corporate Solutions and Million-Dollar-Round-Table agency for consecutive years.
No Hard Selling. Unrestricted and Recurring Income. Monthly Allowance. Flexible Hours. Free Trips Abroad. Leads Provided During Training. Smart and Frequent Marketing Activities. Dedicated Mentors. Joint Fieldwork. Client Focused. Caring and Collaborative Culture.

REQUIREMENTS

• A Levels, Full Diploma (3 years) or Degree holder.
• Experience in Sales, Marketing, Business Development, Client Engagement, Relationship Management, or Account Management would be an advantage.
• Self-driven, results-oriented, hardworking, able to work independently, meticulous, and coachable.Strong communication and interpersonal skills, ability to build client relationships with a positive and engaging personality.

Providing financial advice and service to individual and corporate clients for wealth protection and accumulation, investments, corporate solutions, general insurance, risk management, mortgage optimisation, tax planning, retirement, wills and trusts, estate, and legacy planning.