Financial Planner

Willia Estate Pte Ltd; Singapore; On-site; SGD 60,000 - 110,000; Full time

Benefits offered by this job

Structured mentorship

CMFAS training

Career progression

Job summary

Willia Estate Pte Ltd in Singapore is seeking a driven Financial Planner to work with investment professionals, manage client assets and provide strategic financial advice, building lasting relationships.

The role welcomes fresh graduates with a comprehensive training program to help you clear CMFAS papers and develop a lucrative finance career, offering structured mentorship and clear career progression.

Qualifications

• Education: Diploma holder or Bachelor’s degree in any discipline.
• Excellent communication and interpersonal skills, with a natural ability to engage individuals and build trust.

Responsibilities

• Develop tailored financial solutions for clients in Singapore.
• Build lasting relationships with high-net-worth individuals and families.
• Leverage digital platforms to manage investment portfolios.
• Collaborate with multi-disciplinary team to provide holistic wealth solutions.

Skills

Interpersonal skills

Communication skills

Education

Diploma or Bachelor's degree

Job description

Launch Your Career with Singapore's Financial Services Firm. At Willia Estate, we don't just offer jobs; we architect transformative career journeys tailored for Singapore's dynamic financial landscape. Since 2019, we've refined a development pathway that has propelled ambitious professionals from diverse backgrounds to become industry leaders in wealth management.

We are seeking a driven, personable, and ambitious Financial Planner to join our team. In this role, you will work closely with investment professionals to manage client assets, provide strategic financial advice, and build long-lasting relationships.

Whether you are an experienced and Licensed professional or a motivated Fresh graduate, our comprehensive training program will equip you with everything you need to succeed in a lucrative finance career.

Key Responsibilities

• Develop tailored financial solutions for Singapore's diverse client demographic
• Build lasting relationships with high-net-worth individuals and families
• Leverage our advanced digital platforms to manage investment portfolios
• Collaborate with our multi-disciplinary team to provide holistic wealth solutions

Requirements

• Education: Minimum Diploma holder or Bachelor’s Degree in any discipline.
• Interpersonal Skills: Excellent communication and interpersonal skills, with a natural ability to engage individuals and build deep trust.
• Licensing: Required to sit for and complete the relevant CMFAS papers and certifications (training and guidance will be provided).

What We Offer

• Remuneration: Highly attractive, uncapped commission structure with immense earning potential.
• Provided Training: Structured mentorship and comprehensive training to help you clear your CMFAS papers and master financial planning.
• Professional Development: Clear career progression pathways into management or specialized wealth advisory roles.