jobs in CO WEALTH ADVISORY GROUP PTE. LTD.

全职 Corporate Solutions Consultant (B2B Financial Adviser) Jobs, salary up to SGD 10,000 in CO WEALTH ADVISORY GROUP PTE. LTD. Bukit Merah - Ricebowl

Corporate Solutions Consultant (B2B Financial Adviser)

CO WEALTH ADVISORY GROUP PTE. LTD.

SGD4,000 - SGD10,000 每月

Bukit Merah, Central Region (Singapore)

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工作地点

  • Bukit Merah Central Region (Singapore) Singapore

职位描述

岗位职责

Corporate Solutions Consultant (B2B Financial Adviser)

CO Wealth Advisory is looking for self-driven and results-oriented sales professionals to further develop our Corporate Solutions business which is one of our key markets and core strengths.

This is a specialised B2B Financial Adviser role where the candidate shall use their Sales Prospecting skills to engage with business owners and HR professionals to acquire and manage new business accounts, and to provide products and services for their Employee Healthcare Benefits and Commercial and General Insurance needs.

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.

Responsibilities

  • Sales prospecting for new business, grow and maintain client accounts our corporate portfolio
  • Relationship Management: Provide ongoing service and advice to corporate clients for their Employee Healthcare Benefits, Commercial and General Insurance needs.

Requirements

  • Minimum A Levels, Full Diploma (3 years) or Degree holder.
  • Experience in Sales, Marketing, Client Servicing, Business Development, Relationship Management, or Account Management is an advantage, but not mandatory.
  • 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, recurring 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.
  • Progress on a 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 performer.
  • 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.
  • For qualified candidates
**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.


About CO Wealth Advisory

CO Wealth Advisory Group Pte Ltd (UEN: 201305620H) is an authorised representative of AIA Financial Advisers Private Limited (AIA FA Singapore) (UEN: 201715016G).

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 20 years with AIA FA Singapore that embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.

About AIA Group

AIA FA 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.

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