Investment Specialist: Wealth Advisor with Training

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

Benefits offered by this job

Uncapped commission

Structured CMFAS training

Mentorship program

Career progression

Job summary

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.

Responsibilities

• 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.

Skills

Interpersonal skills

Communication

Relationship building

Education

CMFAS licensing

Job description

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.