Investment Advisor: High-Earning Wealth & CMFAS Training

Willia Estate Pte Ltd; Singapore; On-site; SGD 70,000 - 120,000; Full time

Benefits offered by this job

Uncapped commission

Structured training

Career progression

Job summary

Willia Estate Pte Ltd in Singapore is expanding its wealth advisory team and seeks an Investment Advisor who will work with investment professionals to manage client assets and provide strategic financial guidance.

The role welcomes both experienced licensed professionals and fresh graduates through a comprehensive training program designed to help you complete CMFAS papers and build long-term client relationships in a dynamic financial landscape.

Qualifications

• Education: Diploma or Bachelor's degree in any discipline.
• Excellent communication and interpersonal skills.
• Licensing: CMFAS papers and certifications (training and guidance will be provided).

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.

Skills

Interpersonal skills

Communication skills

Relationship building

Education

Diploma or Bachelor's degree

Job description

Willia Estate Pte Ltd in Singapore is expanding its wealth advisory team and seeks an Investment Advisor who will work with investment professionals to manage client assets and provide strategic financial guidance.

The role welcomes both experienced licensed professionals and fresh graduates through a comprehensive training program designed to help you complete CMFAS papers and build long-term client relationships in a dynamic financial landscape.