Who are we looking for:

 At least 2 years’ experience in Wealth Management/Financial Advisory

 Advisors/Existing Managers looking at fast-tracking their careers

 Diploma/ Degree holder in any specialization

 Outgoing, positive and driven personality

 Possess strong entrepreneurial spirit

 Team player and good learning attitude

 Ability to multitask and manage time well

 

Introduction:
Can a job be a passion/hobby and can a hobby/passion be a job?
This was what set the founder and creator of the Total Portfolio Advisory© (TPA) approach thinking when he was deciding on where to pursue his interest in wealth management.

For years, he has had enough of product pushing, no follow-ups and lack of knowledge from the servicing adviser/banker as a client. This was what led him to create the Total Portfolio Advisory© approach which solves these two biggest problems in the industry through a systematic and professional approach.

Today, together with his fast-growing team of Client-centric Financial Advisers, he has helped many clients grow a diversified Multi-Asset Portfolio (MAP) that can bring them through life’s many milestones.

If you are someone who likes to learn personal finance, from property financing to stock investments, and use it to educate and empower clients to achieve their financial milestones, let’s talk and see for yourself the never-seen-before TPA© approach, and especially if you are an advisor/existing team manager looking at growing and scaling a team efficiently through engaging clients events, differentiated activities and structured training supported by the organisation.

 

What to Expect:
This is a great opportunity to be part of our team. We promise you a challenging yet fulfilling management career. Not only will you be led by an experienced, knowledgeable, and respectful mentor, but most importantly, you would also be working with a dynamic and supportive team with similar goals and aspirations.

www.alphaprivatwealthadvisory.com

About APWA
Alpha Private Wealth Advisory (APWA) is a group of financial advisor representatives that specializes in crafting bespoke solutions ranging from investments, risk management to estate and business succession planning. In less than 3 years, we have built an incredible team of high performing and trusted professionals comprising MBAs, CFAs, CA and CFPs. We are consistently one of the top performing teams in our firm and have achieved 50% MDRTs in 2022. We are who we are because we have adopted a #clientsfirst approach and everything we do, is to provide for the best-in-class advisory for our clients.