Investment Advisor

Willia Estate; Singapore; On-site; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Uncapped commission

CMFAS training

Career progression

Job summary

Willia Estate Pte Ltd in Singapore seeks an Investment Advisor to manage client assets, provide strategic financial guidance, and build lasting relationships with high-net-worth clients. You will work closely with investment professionals and leverage digital platforms to craft tailored solutions.

From fresh graduates to licensed professionals, our comprehensive training helps you clear CMFAS papers and advance into leadership roles within a dynamic wealth advisory team.

Qualifications

• Licensed investment professional or fresh graduate.

Responsibilities

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

Job description

Launch Your Career with Singapore's Investment Advisor 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 Investment Advisor 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

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.