Associate Wealth Manager - Graduate & Mid-Career Opportunities

Overview

Are you a recent graduate, contemplating a career change, or a professional eager to surpass the monotony of annual increments without real growth? At Techiya, we offer a unique opportunity to craft a rewarding career in financial advisory, combining innovation with a mission to positively impact families' financial futures.

About Techiya

Techiya is a next-generation wealth advisory platform, empowering financial advisers through education, AI, digital marketing, and robust business methodologies. Our approach rejects traditional cold calling and door knocking, focusing instead on building trust via education, personal branding, and modern client acquisition techniques.

Who Should Apply

This chance is ideal for fresh graduates, mid-career professionals seeking new challenges, educators, and professionals from sectors like banking, hospitality, sales, and customer service who enjoy fostering relationships and serving others. No previous financial advisory experience is necessary; we provide comprehensive training and support.

Why Consider a Career Switch

Many desire more than a straightforward promotion cycle, aiming for:

• Enhanced control over earnings
• Greater schedule flexibility
• Long-term career growth prospects
• Work with meaningful impact
• Opportunities to establish their own enterprises

Innovative Business Building Approach

The financial advisory field is evolving, yet many still use outdated growth methods. At Techiya, advisers gain skills in:

• Leveraging AI for productivity and engaging clients
• Creating trustworthy personal brands before client meetings
• Utilizing LinkedIn and Meta marketing strategies effectively
• Implementing lead generation funnels to attract quality interactions
• Applying automation to save time and enhance follow-up
• Using educational frameworks that establish credibility

Role Responsibilities

• Analyzing clients’ financial situations
• Identifying financial improvement opportunities
• Developing sustainable investment strategies
• Implementing comprehensive protection planning
• Preparing clients for retirement and legacy arrangements
• Building client confidence to meet financial objectives

Why Join Techiya?

Rather than focusing solely on product knowledge, we emphasize building a business through:

• Modern business systems including personal branding coaching and AI driven workflows
• Proven advisory frameworks such as Wealth Score™, Wealth Blueprint™, and Family Wealth System™
• Coaching via tailored onboarding, mentorship, weekly sessions, and digital marketing education
• A supportive culture with hybrid working options

Ideal Candidate Profile

• Passionate about continuous learning and skill development
• Enjoys networking and building meaningful connections
• Interested in integrating AI and technology in work
• Values education as a foundation of trust
• Seeks long-term professional growth and prefers problem-solving over hard selling
• Committed to personal and professional investment

Message from the Founder

Founder Calvin Chan emphasizes the transformative shift in financial advisory practice through technology and modern marketing strategies. Techiya aims to prepare advisers for the future, helping them focus more on client service than prospecting.

Additional Information

This position is contract-based and onsite in Singapore. We welcome applications from candidates ready to embark on a meaningful and sustainable career path in wealth advisory.