Investment Advisor

Willia Estate; Singapore; On-site; SGD 42,000 - 66,000; Full time

Job summary

Willia Estate in Singapore seeks an Investment Advisor to help clients achieve their financial goals through tailored investment and wealth management solutions.

You will receive structured training, mentorship, and support to prepare for CMFAS examinations, with clear pathways toward leadership within the financial services team.

Fresh graduates are welcome; candidates must be 21+ and eligible to work in Singapore, with a Diploma or Bachelor's degree and strong communication skills.

Qualifications

• Minimum 21 years old.
• Singapore Citizen or Singapore PR only.
• Diploma or Bachelor's Degree in any discipline.
• Must complete CMFAS examinations and certifications with training provided.

Responsibilities

• Understand clients' goals and investment objectives.
• Develop tailored investment and wealth solutions for clients in Singapore.
• Build and maintain relationships with clients including high-net-worth individuals and families.
• Use digital platforms to support portfolio management and client reviews.
• Provide ongoing financial guidance based on clients' evolving needs.
• Collaborate with a multi-disciplinary team to deliver holistic wealth solutions.
• Continuously develop knowledge of investments and industry practices.

Skills

Client engagement

Relationship building

Interpersonal skills

Willingness to learn

Education

Diploma or Bachelor's Degree in any discipline

Job description

Looking to build a rewarding career in Singapore's financial services industry?

We are looking for driven, ambitious, and people-oriented individuals to join us as an Investment Advisor. Whether you are an experienced professional or a fresh graduate looking to begin a career in finance, this opportunity offers structured training, mentorship, and strong potential for professional growth.

Job Type: Full-time

Work Schedule: Monday to Friday

About the Role

As an Investment Advisor, you will work closely with clients to understand their financial goals and provide suitable investment and wealth management solutions.

You will have the opportunity to develop strong client relationships, support investment portfolio management, and work alongside experienced financial professionals while building your knowledge and expertise in the financial services industry.

Since 2019, Willia Estate has developed a structured career pathway designed to help aspiring professionals build the skills, knowledge, and confidence needed to succeed in Singapore's dynamic financial landscape.

What You'll Do

• Understand clients' financial goals, needs, and investment objectives.
• Develop tailored financial and investment solutions for Singapore's diverse client base.
• Build and maintain long-term relationships with clients, including high-net-worth individuals and families.
• Use digital financial platforms and tools to support investment portfolio management and client reviews.
• Provide ongoing financial guidance and support based on clients' evolving needs.
• Collaborate with a multi-disciplinary team to deliver holistic wealth and financial solutions.
• Continuously develop your knowledge of investments, financial planning, and industry practices.

Who We're Looking For

• Minimum 21 years old.
• Singapore Citizen or Singapore Permanent Resident (PR) only.
• Minimum Diploma or Bachelor's Degree in any discipline.
• Strong communication and interpersonal skills.
• Confident, personable, and comfortable engaging with clients.
• Motivated, goal-oriented, and willing to learn.
• Fresh graduates are welcome to apply.
• Candidates will be required to complete the relevant CMFAS examinations and certifications, with training and guidance provided.

What We Offer

Structured Training & Mentorship

Receive comprehensive training and guidance to support your preparation for the relevant CMFAS examinations and develop essential financial advisory skills.

Explore clear pathways toward leadership, management, or specialized investment and wealth advisory roles.

Gain valuable experience in client relationship management, investment planning, financial advisory, and wealth management.

Ready to Build Your Career in Finance?

If you are ambitious, enjoy working with people, and are looking for an opportunity to grow within Singapore's financial services industry, we would love to hear from you.