Premier Wealth Adviser (High-Net-Worth and Affluent clients)

Premier Wealth Adviser (High-Net-Worth and Affluent clients)

Did you know Indeed ranked Financial Adviser as one of the highest paying jobs in SG for 2025, and the Best Job for 2026:

• 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 and lead your own multi-million-dollar financial services business.

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

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.

Do you have what it takes to become a Winner in Life

Send your resume to [Confidential Information]

Responsibilities

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.

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.
• Ambitious, Resilient, Self-driven, and Results-oriented
• Strong communication and interpersonal skills, ability to build client relationships with a positive and engaging personality.

Benefits

• Build multiple, long-term income streams with strong upside potential through a wide range of financial solutions
• Achieve attractive remuneration based on performance and capability
• Develop your professional skills, network and portfolios
• Serve Affluent, High-Net-Worth, and Corporate clients with credibility and confidence
• Clear Leadership pathway: From Wealth Specialist to Team Manager to Agency Director

Income & Career Progression

Onboarding Bonus From $3,000 to $6000

Fresh Graduates / Career Switchers

• Starting remuneration: from $3,000 per month, with potential to reach up to $10,000 per month.
• Remuneration includes monthly allowance, commissions, and performance incentives
• Comprehensive training, mentorship, and structured support provided
• Most associates progress to $6,000 - $10,000 per month within 12-18 months based on performance

Experienced Financial Sales / Client-Facing Professionals

• Potential earnings of $8,000 - $15,000+ per month. within the first year
• Accelerated growth opportunities for proven performers
• Access to advanced professional development, including private-banking-related courses, overseas learning trips, and personal development programs
• Opportunity to fast-track into leadership and management roles
  
  .Income varies based on individual performance.

About CO Wealth Advisory

CO Wealth Advisory Group is an authorised representative of AIA Financial Advisers Private Limited (AIA FA Singapore) (UEN: 201715016G).

CO Wealth is an award-winning and top performing agency of 20 years that deploys a Premier Wealth Service model going 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. Our brand embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.