Investment Advisor

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

Benefits offered by this job

Commission-based pay

Structured mentorship

Career progression

Job summary

Willia Estate in Singapore seeks a driven Investment Advisor to collaborate with investment professionals, manage client assets, and deliver strategic financial guidance. You will build lasting relationships with affluent clients and leverage digital tools to optimize portfolios.

Whether experienced or a fresh graduate, our training program will equip you to excel in a lucrative finance career and pursue clear progression into management or specialized wealth advisory roles.

Qualifications

• Licensed investment advisor or recent graduate with strong interest in wealth management.
• Willingness to complete CMFAS papers and pursue ongoing professional development.

Responsibilities

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

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.