Teacher Wealth Manager | Financial Adviser | Wealth Planning Consultant

About Techiya

Techiya is transforming Singapore's wealth advisory industry by integrating education, technology, and robust systems to support advisers in growing lasting businesses. Moving away from traditional cold calling and generic referrals, we utilize valuable content, proprietary Wealth Score1 assessments, AI-driven workflows, and structured lead generation to create meaningful client engagements.

Role Purpose

We seek Wealth Managers and Financial Advisers passionate about delivering a better approach to financial advisory. If you're an experienced adviser, a mid-career professional exploring financial advisory, a former educator, or someone disillusioned with old-fashioned prospecting, this is for you.

Responsibilities

• Assist clients in identifying financial risks through proprietary Wealth Score1 assessments.
• Conduct tailored Wealth Blueprint Sessions for comprehensive planning.
• Develop long-term investment portfolios.
• Implement holistic financial protection plans for families.
• Design retirement income strategies and estate planning.
• Foster enduring client relationships prioritizing trust over transactional sales.

Why Join Techiya

• Access to proven client acquisition systems with warm inbound leads generated via educational content and marketing.
• Utilize technology including Wealth Score1 tools and AI-enhanced prospecting and follow-ups.
• Receive support for personal branding and social media campaigns.
• Benefit from ready-made marketing initiatives and appointment setting frameworks.
• Employ Wealth Blueprint1 and Family Wealth System1 proprietary methodologies.
• Gain coaching from active professionals growing alongside you.
• Enjoy flexible hybrid working and clear career development paths.

Compensation Philosophy

Techiya offers one of Singapore's adviser-centric remuneration models, focusing on rewarding the establishment of sustainable advisory businesses rather than short-term production targets. This approach provides greater earning flexibility and promotes long-term business ownership.

Ideal Candidate Profile

• Passionate about client interactions and problem-solving rather than mere product selling.
• Seeks structured systems over guesswork.
• Values personal branding and aspires to create a sustainable advisory enterprise.
• Committed to positively impacting families through financial guidance.

Founder7s Message

The founder, Calvin Chan, envisions upgrading the financial advisory sector by fostering education and trust through technology. This opportunity suits professionals eager to innovate and build a modern wealth advisory business with clear vision and support.