Personal Assistant

CO Wealth Advisory

Personal Assistant

CO Wealth Advisory

Job Nature: Permanent

Position Level: Entry Level, Student Job

Job Category: Gen Insurance/Underwriting/Claims, Clerical/Admin, Office Operations, Secretarial

Qualification: Bachelor's / Honours

Salary: Login to view

We are searching for highly motivated, dynamic youths with a drive to improve productivity to join our team as a Personal Assistant!


Over here at CO Wealth Advisory Group, we ensure that our clients are the top priority, and to always have their best interests in heart. At the same time, with the progression of upbeat market trends, we also strive to stay focussed on the race to the top by consistently expanding our influence in the industry.


Your goal will be to help assist our consultants build and maintain a repertoire of clients who would list us as their most trusted advisors in Wealth Management. Your success will expand our reach of influence in the competitive market – constantly improving and optimising the company’s productivity and efficiency – while simultaneously developing and honing your skills in the corporate environment.



As one of us, you’ll meet the consultant’s needs on your own, experimenting, learning, and adjusting as you go. Throughout your journey, you’ll be responsible for:

  • Upkeeping the consultant’s data base, ensuring a high level of accuracy and efficiency
  • Assisting clients with paperwork and scheduling appointments
  • Tackling financial operational problems, such as issues with statements and transactions
  • Providing assistance regarding client support and time management



  • You will NOT feel alone and handicapped as we would be providing personal mentorship during your journey with us!
  • You get to work in a Fun and Dynamic environment surrounded by Successful individuals to learn from!
  • Have a hint of interest in this industry? You will be exposed to how things work, giving you ample learning opportunities and even career opportunities!
  • Best part? You don’t need any experience in Sales or Finance.



To be considered for this role, please have the following in regard to:

  • Education: Diploma Certificate / ‘A’ Levels Certificate or Higher
  • Nationality: Singaporean / PR
  • Characteristics: This is an autonomous position, so you should be self-sufficient and self-motivated. This is also quite the fast-paced market so you should be someone who handles well under pressure.
  • Skills: We highly value people who are tech-savvy with good oral and communication skills




Come and be a part of our team today!


Company Overview

CO Wealth Advisory Group is a Premier Wealth Specialist Management Company with high volume of affluent and High Net Worth Client Base. With the progression of upbeat market trends, we ensure we stay focussed on the race to the top. With stronghold on the market, we are consistently expanding and keeping up with our footsteps and expanding our influence. Over here at CO Wealth Advisory, we hone and develop sales professionals into successful individuals who are masters of their life. Through our grooming, professionals will exude distinctive X-Factor and strong Leadership, Influence and Passion that are major contributing factors to the beautiful results in their Life Report Card. Be part of our dynamic team and create a different life journey that will change your life!
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