404 Strategic Financial Guidance jobs in Singapore

What you'll be doing:

• Develop and execute strategic sales plans to acquire new clients and deepen existing relationships
• Foster strong, collaborative relationships with key clients to understand their needs and deliver tailored solutions
• Analyse sales data and market trends to identify opportunities and optimise sales processes
• Contribute to the development of sales policies, procedures and training programmes to drive continuous improvement

What we're looking for:

• Minimum Diploma Holder (Polytechnic in Singapore) / Master’s Degree / Bachelor
• Excellent Communication, presentation and good interpersonal skills.
• Self-motivated, committed and determination to succeed.
• No work experience required.
• ONLY Singaporeans and Singapore Permanant Residents need to apply.

What we offer:

We are committed to providing a supportive and rewarding work environment for our employees.
Some of the key benefits include:

• One-on-one comprehensive training, along with professional guidance and mentorship, will be provided to help you build your knowledge and strengthen your soft skills.
• Monthly allowance + attractive commission.
• Flexible working hours & overseas incentive trips.

As a Wealth Management Associate, you will work alongside senior Relationship Managers in a client-facing support capacity, gaining hands-on experience in investment execution, portfolio administration, and day-to-day relationship management.

Client Servicing and Administration

• Support RMs and Team Heads with client onboarding, documentation, data entry, and post-meeting follow-ups.
• Prepare meeting materials, portfolio reports, investment proposals, and review packs.
• Respond to client inquiries with professionalism and attention to detail.
• Maintain CRM data integrity and support administrative workflows.
• Coordinate calendars, travel schedules, and meeting logistics.
• Provide coverage during RM absences to ensure uninterrupted client support.

Business Management

• Liaise with compliance, legal, and operations for account onboarding and KYC processes.
• Track pipeline activity, prepare reports, and support internal communications.
• Assist in client events, pitchbooks, and business development efforts.
• Maintain high standards in administrative efficiency and documentation accuracy.

Investment Support and Development

• Learn core advisory principles and portfolio construction techniques.
• Assist in preparing market updates, asset allocation ideas, and product recommendations.
• Participate in internal investment forums and contribute to discussions.

Risk and Compliance

• Ensure adherence to MAS regulations and KGI internal risk and compliance standards.
• Escalate concerns or deficiencies in a timely and appropriate manner.
• Monitor account documentation, payment instructions, and client activity logs.
• Maintain ethical, compliant behaviour in all interactions.

Requirements

• Bachelor’s degree preferred; relevant certifications (e.g. CMFAS Modules).
• 2–4 years of experience in private banking, wealth management, or client-facing financial services.
• Strong organisational, communication, and interpersonal skills.
• High attention to detail and comfort with fast-paced, multi-tasking environments.
• Fluent in English; additional regional language(s) an advantage.

Wealth Management Associate

Get a head start to achieving financial independence by being your own boss!

Why get trapped in a dead-end job for years? With slow income or career growth, no work-life-balance, or face retrenchment, before realising it is not right for you? Think of the opportunity cost and time you lost.

Join the dynamic team at CO Wealth Advisory and we will show you proven methods how to:

• Build a recurring income 2 to 3 times more than what you could make in most corporate jobs within the next 3 to 5 years.
• Apply an entrepreneurial mindset to develop business opportunities, sharpen your engagement skills, and gain financial intelligence.
• Be in control of your time and activities: Choose what kind of financial expert to become, which clients you want to network with, and how to build a strong personal brand.

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.

Ready to CLIMB to the top? Send your resume to

Responsibilities

Providing financial advice and services to individual and corporate clients for wealth protection, growth, and transfer in areas such as life insurance, investments, employee benefits, general insurance, risk management, mortgage and tax optimization, retirement planning, estate planning, wills and trusts, and legacy planning.

Requirements

• A Levels, Full Diploma (3 years) or Degree holder.
• Early career, Fresh grads or Undergraduate students.
• No prior sales or financial experience needed, full training is provided.
• Motivated, results-driven, hardworking, able to work independently, meticulous, and coachable.
• Strong communication and interpersonal skills, ability to build client relationships with a positive and engaging personality.

Benefits

• Joining bonus and monthly cash allowance available for qualified candidates.
• Proven system that allows you to achieve a five-figure monthly income in your first year and fast track to Manager to lead a team in your second.
• Build unrestricted, recurring, and multiple streams of income through attractive commissions and renewal bonuses.
• Flexible working hours, choose which clients to serve, and what kind of specialist to be.
• Qualify for multiple free trips to popular world-wide destinations every year.
• Industry and company recognition, such as Million Dollar Round Table (MDRT), Court of the Table (COT) and Top of the Table (TOT).
• Continuous professional growth through a comprehensive training and development programs.
• Dedicated marketing support to generate warm sales leads and grow your business.
• Transform into a leader and entrepreneur by building your own financial services company.
• Engage in meaningful work and a rewarding lifestyle that truly benefits and adds value to the lives of people and communities.

About CO Wealth Advisory

CO Wealth Advisory Group 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.

A promising wealth management career opportunity offering professional development and networking access.

• Handling client investment portfolios to optimize financial performance.
• Expanding the client base through strategic partnerships and business growth initiatives.
• Providing regular market updates and relevant information to ensure clients are informed decision-makers.
• Participating in industry events and attending seminars to enhance knowledge and skills.

• Degree holders from reputable institutions with strong academic credentials.
• Positive attitude with exceptional interpersonal and communication skills.
• Strong teamwork abilities and a collaborative work ethic.

• Access to professional development and networking opportunities for long-term career advancement.

Job Title: Wealth Management Specialist

As a key member of our team, you will work closely with clients to understand their financial needs and develop tailored solutions to meet their goals. You will be responsible for managing client portfolios, creating personalized investment strategies, and analyzing data to identify opportunities for growth.

Key Responsibilities:

• Understand the financial requirements of individual and corporate clients.
• Analyze client data to create comprehensive financial plans.
• Develop and implement effective investment strategies to achieve client goals.
• Regularly review and update client portfolios to ensure alignment with their financial objectives.
• Identify opportunities to acquire new customers and grow existing relationships.

Requirements:

• Polytechnic diploma or equivalent qualification.

What We Offer:

• A dynamic and supportive work environment.
• Ongoing training and professional development opportunities.

• Support RMs and Team Heads with client onboarding, documentation, data entry, and post-meeting follow-ups.
• Prepare meeting materials, portfolio reports, investment proposals, and review packs.
• Respond to client inquiries with professionalism and attention to detail.
• Maintain CRM data integrity and support administrative workflows.
• Coordinate calendars, travel schedules, and meeting logistics.
• Provide coverage during RM absences to ensure uninterrupted client support.

• Liaise with compliance, legal, and operations for account onboarding and KYC processes.
• Track pipeline activity, prepare reports, and support internal communications.
• Assist in client events, pitchbooks, and business development efforts.
• Maintain high standards in administrative efficiency and documentation accuracy.

• Learn core advisory principles and portfolio construction techniques.
• Assist in preparing market updates, asset allocation ideas, and product recommendations.
• Participate in internal investment forums and contribute to discussions.

• Ensure adherence to MAS regulations and KGI internal risk and compliance standards.
• Escalate concerns or deficiencies in a timely and appropriate manner.
• Monitor account documentation, payment instructions, and client activity logs.
• Maintain ethical, compliant behaviour in all interactions.

• Bachelor's degree preferred; relevant certifications (e.g. CMFAS Modules).
• 2-4 years of experience in private banking, wealth management, or client-facing financial services.
• Strong organisational, communication, and interpersonal skills.
• High attention to detail and comfort with fast-paced, multi-tasking environments.
• Fluent in English; additional regional language(s) an advantage.

We are seeking a highly motivated and dedicated individual to join our wealth management team.

This is an excellent opportunity for students interested in financial services and agency management to gain industry-recognised certifications, comprehensive training, and hands-on experience.

• Certifications in the financial services industry will equip you with the knowledge and skills required to succeed in this field.
• A comprehensive training programme will provide you with a solid foundation in financial services and management.
• You will have the opportunity to progress to agency management and take on more responsibilities.
• Direct mentorship from experienced practitioners and industry leaders will help you develop your skills and confidence.
• Rewarding allowances and an iPad will support your learning journey.
• Overseas incentive trips will provide you with valuable networking opportunities and cultural experiences.

• A diploma or full GCE 'A' level qualification is required.
• You must be currently studying in Singapore.
• You must be a Singapore Citizen or Permanent Resident.