全职 Associate Wealth Manager | Graduate - Mid-Career Opportunities Wealth Management Associate 工作, 薪水, Techiya 公司招聘中 - Ricebowl

Don’t Just Find Your Next Job. Build a Career You’ll Be Proud Of.

Graduating soon? Thinking about making a career switch?

Or perhaps you’ve been working for a few years and can’t shake the feeling that you’re capable of much more.

You work hard.

You meet expectations.

You receive your annual increment.

Then you repeat the cycle again next year.

For many people, that’s enough.

But if you’re looking for a career where your growth isn’t limited by promotions, office politics or salary bands, keep reading.

At Techiya, we believe financial advisory is one of the few careers where you can build a meaningful business while genuinely improving people’s lives.

More importantly, we believe there’s a better way to build that business.

About Techiya

Techiya is a modern wealth advisory platform built for the next generation of financial advisers.

We’re combining financial planning with education, AI, digital marketing and proven business systems to help advisers build sustainable, rewarding careers.

Instead of relying on cold calling, door knocking or hoping for referrals, we teach our advisers how to build trust through education, personal branding and modern client acquisition strategies.

Our mission is simple.

Help families Build, Protect, Organise, Transfer and Enjoy their wealth while helping advisers build businesses they genuinely enjoy running.

Who We’re Looking For

We’re looking for people with the right attitude, not necessarily the perfect résumé.

This opportunity is ideal for:

• Fresh graduates looking for a meaningful and rewarding career

• Mid-career professionals ready for a fresh challenge

• Teachers and educators looking for a new chapter

• Professionals from banking, hospitality, sales, education or customer service

• Individuals who enjoy building relationships and helping people

No prior financial advisory experience is required.

We’ll provide the training, systems and coaching.

What matters most is your willingness to learn, grow and serve others.

Why People Make The Switch

Many professionals reach a point where they realise they want more than just another promotion.

Maybe you’re looking for:

• More control over your income

• Greater flexibility over your time

• A career with long-term growth potential

• Work that creates meaningful impact

• Opportunities to build something of your own

If that sounds like you, you’re not alone.

Many of our advisers came from careers where they worked incredibly hard but felt their future was ultimately controlled by someone else.

Today, they’re building advisory businesses they can truly call their own.

A Different Way To Build Your Business

The financial advisory industry has changed.

Unfortunately, many advisers are still taught to grow using methods that were developed decades ago.

Cold calling.

Door knocking.

Buying random leads.

Waiting for referrals.

We think there’s a better way.

At Techiya, you’ll learn how to build a modern advisory business using:

AI to improve productivity and client engagement

Personal branding that builds trust before the first meeting

LinkedIn and Meta marketing strategies

Lead generation systems designed to attract qualified conversations

Automation that saves time and improves follow-up

Educational frameworks that position you as a trusted adviser

You’re not expected to become a digital marketer.

You’re learning how to become a business owner who understands how to grow sustainably.

What You’ll Do

As a Wealth Manager, you’ll help individuals and families:

• Understand their financial situation

• Identify opportunities to improve their financial health

• Build long-term investment strategies

• Protect their loved ones through holistic planning

• Prepare for retirement

• Organise estate and legacy planning

• Build confidence in achieving their financial goals

Every recommendation begins with understanding the client—not selling products.

Why Join Techiya Instead Of Another Agency?

Many agencies will teach you products.

We’ll teach you how to build a business.

Here’s what you’ll receive:

Modern Business Systems

Personal branding coaching

AI productivity workflows

LinkedIn growth strategies

Meta advertising coaching

Lead generation funnel templates

CRM and automation systems

Content creation frameworks

Proven Advisory Frameworks

Wealth Score

Wealth Blueprint

Family Wealth System

Structured client conversation frameworks

Educational tools that make financial planning easier to explain

Coaching & Development

Comprehensive onboarding programme

One-on-one mentorship

Weekly business coaching

Sales and advisory skills development

Practical digital marketing training

Supportive team culture

Hybrid work flexibility

We don’t believe in leaving new advisers to “figure it out.”

We’re invested in helping you succeed from day one.

Who Thrives Here?

You’ll probably enjoy working with us if you:

Love learning new skills

Enjoy meeting and connecting with people

Want to build something meaningful

Are curious about AI and technology

Believe education builds trust

Want long-term career growth

Prefer solving problems over hard selling

Are willing to invest in yourself

A Personal Note From Our Founder

When I entered the financial advisory industry, I realised that many advisers were still building their businesses the same way they had for decades.

The world has changed.

Clients research online before meeting an adviser.

AI is transforming productivity.

Digital marketing has become one of the most effective ways to build trust.

Over the years, I’ve invested heavily in learning, testing and refining modern business systems within my own advisory practice.

I’ve experienced what works, what doesn’t and how technology can help advisers spend less time chasing prospects and more time serving clients.

That’s why I started Techiya.

Not to build another agency, but to build a platform where advisers can develop the skills, systems and confidence to thrive in the future of wealth advisory.

If you’re looking for a career where you can grow professionally, make a genuine difference and build something you’re proud of, I’d love to have a conversation.

Apply today or connect with me directly on LinkedIn.

Calvin Chan

Founder, Techiya