Wealth Manager Business Development & Investment Advisory

Techiya is hiring.

We're looking to grow our team with people who want to build a serious career in wealth advisory — not simply find another job.

We're particularly interested in people who are ambitious, commercially driven and enjoy working towards targets. You may be a fresh graduate, a mid-career professional or someone coming from sales, banking, education, hospitality or another client-facing industry. Your background matters, but your attitude, drive and willingness to learn matter more.

Our team leader, Calvin Chan, has achieved MDRT and Court of the Table (COT) through his own advisory practice. Over the years, we've learned that becoming a successful adviser requires more than knowing financial products. You need to know how to build relationships, generate opportunities, have meaningful conversations with clients and consistently produce results.

That's what we're looking to develop at Techiya.

Techiya is a modern wealth advisory platform built around a simple idea: advisers should learn how to build a business, not just sell financial products.

The way clients make financial decisions has changed. People research online, consume content, compare information and increasingly expect advisers to bring more value than a product presentation.

At the same time, advisers now have access to tools that simply weren't available to previous generations — LinkedIn, Meta, AI, automation, digital content and sophisticated lead-generation systems.

We believe advisers should know how to use them.

At Techiya, we combine investment advisory, financial planning, personal branding, digital marketing, AI and business development systems to help our advisers build sustainable practices.

This is a role with two equally important components: Business Development and Investment Advisory.

On the business development side, you'll learn how to build your own pipeline rather than relying entirely on referrals or an existing network. You'll develop skills in prospecting, LinkedIn, personal branding, content creation, lead generation, digital marketing, follow-up and client acquisition.

On the advisory side, you'll work with individuals and families to understand their financial situation and develop appropriate strategies around investments, wealth accumulation, protection, retirement and legacy planning.

Our approach is centred around understanding the client first and recommending solutions based on their needs.

The long-term objective is not simply for you to become good at conducting meetings.

It's to develop you into a producer who can consistently create opportunities, serve clients well and build a business of your own.

We're looking for people who are hungry to achieve.

You don't need to come from financial advisory. In fact, some of the strongest qualities for this career aren't taught in a finance textbook.

We're interested in people who are comfortable with targets, enjoy competition and take ownership of their results. People who can hear no without losing momentum, who are willing to start conversations, follow up, learn from their mistakes and keep improving.

You might already be successful in your current career but feel that your potential is limited by a salary structure or organisational hierarchy.

You might be a fresh graduate who knows you're capable of more but hasn't yet found the right environment.

You might simply be someone who wants to build something for yourself rather than spend the next 20 years waiting for the next promotion.

If you recognise yourself in that, we'd like to speak with you.

We're not going to throw you into the deep end and expect you to figure everything out yourself.

You'll receive structured onboarding, financial advisory training, sales and communication development, one-to-one mentorship and ongoing business coaching.

You'll also learn how to use the tools and systems we've developed around personal branding, LinkedIn, Meta advertising, lead generation, CRM, automation and AI productivity.

Our advisory frameworks include the Wealth Score™, Wealth Blueprint™ and Family Wealth System™, which help our advisers structure conversations and make financial planning easier for clients to understand.

The objective is to give you both sides of the equation: the advisory capability to serve clients and the business development capability to consistently find them.

This environment tends to suit people who are naturally driven.

You enjoy setting goals and seeing measurable progress. You don't need someone constantly checking whether you've completed your work. When something doesn't work, your first instinct is to figure out what you can do differently.

You probably enjoy a bit of competition. You like challenging yourself. You want to see how far you can take your abilities and your income.

And you understand that building something worthwhile takes time.

We're not looking for people who expect instant results. We're looking for people who are prepared to put in the work, learn the craft and become better producers over time.

We can provide the training, systems, mentorship, technology and environment.

We can give you the experience we've accumulated from building our own practices. We can help you shorten the learning curve, avoid unnecessary mistakes and develop the skills required to build your own client base.

What we can't provide is ambition.

You have to bring that yourself.

If you're looking for a role where you can simply follow instructions and wait for the next increment, there are plenty of other opportunities available.

But if you're looking for a career where your ability, effort and results can directly influence what you build, this may be worth exploring.

We're not trying to hire as many people as possible.

We're building a team.

That means we're looking for people we can coach, develop and eventually trust to build businesses of their own.

Our goal is to create an environment where ambitious people can learn from experienced producers, develop strong advisory skills and use modern business tools to build a practice that can grow with them.

If you're a go-getter, a hunter, a builder or someone who has always felt you're capable of more, we'd like to hear from you.

Techiya is hiring Wealth Managers – Business Development & Investment Advisory.

Apply through this job posting and we'll take it from there.