Base: from $3,000 pm; bonus/equity: potential up t...
Not specified (implied flexibility based on performance and role).
Holistic financial advisory services
Client engagement with affluent individuals
Corporate solutions and employee benefits
CO Wealth Advisory Group is seeking a Wealth Management Associate who is ambitious and eager to grow within a supportive environment that offers mentorship and professional development. The role focuses on providing holistic financial advisory services to affluent clients, with a clear pathway for career progression and performance-based remuneration
Job Summary
The role involves providing holistic financial advisory services covering wealth protection, accumulation, and legacy planning for high-net-worth clients.
Associates receive comprehensive training to operate as professional wealth advisors rather than product-focused salespeople.
The company offers a fast-track leadership pathway from Wealth Specialist to Team Manager and Director with performance-based incentives.
Matching Summary
Match Score: 85
CO Wealth Advisory Group is seeking a Wealth Management Associate who is ambitious and eager to grow within a supportive environment that offers mentorship and professional development. The role focuses on providing holistic financial advisory services to affluent clients, with a clear pathway for career progression and performance-based remuneration.
Salary
Base: From $3,000 per month; Bonus/Equity: Potential up to $10,000-$15,000+ per month based on performance; Benefits: Joining bonus, monthly allowance, overseas incentive trips
Skills & Requirements
Must-have
Holistic financial advisory services
Client engagement with affluent individuals
Corporate solutions and employee benefits
Nice-to-have
Self-motivated and results-driven attitude
Prior sales or banking experience
Comfortable with continuous personal growth
Key Requirements
Minimum A-Levels, Diploma, or Degree holders
Prior experience in sales, marketing, banking, consulting, or client-facing roles is an advantage
Self-motivated, disciplined, coachable, and results-driven