Investment Specialist

Willia Estate; Singapore; Sur place; SGD 60 000 - 120 000; Plein temps

Avantages offerts par ce poste

Uncapped commission

Structured CMFAS training

Mentorship program

Career progression

Résumé du poste

Willia Estate in Singapore is seeking an Investment Specialist to join our wealth advisory team. You will work closely with investment professionals to manage client assets, provide strategic financial guidance, and build long-lasting relationships with high-net-worth clients.

Whether you are licensed or fresh graduate, our focused training program will equip you to pass CMFAS papers, master financial planning, and pursue clear career progression into management or specialist wealth roles.

Qualifications

• Excellent communication and interpersonal abilities with the ability to build trust.
• Licensing: CMFAS papers required to sit for and complete certifications.

Responsabilités

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

Connaissances

Interpersonal skills

Communication

Relationship building

Formation

CMFAS licensing

Description du poste

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 Investment Specialist 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

• 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.