Personal Wealth Advisor

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

Benefits offered by this job

Commission-based pay

Flexible work arrangements

Structured career progression

Proprietary client acquisition system

Modern office in prime location

Job summary

Willia Estate Pte Ltd is seeking a Personal Wealth Advisor to build strong relationships with high-net-worth clients in Singapore. The role offers a structured growth path, comprehensive training, and a commission-based earning potential as you develop expertise in CPF optimization, cross-border planning, and investment strategies.

You will work with a multidisciplinary team to deliver holistic wealth solutions, leveraging digital platforms and proprietary client acquisition tools to grow your

Qualifications

• Diploma or degree required.
• Strong communication skills in English; additional languages valued.
• Growth mindset and commitment to professional excellence.
• No prior financial industry experience required—comprehensive training provided.
• CMFAS certification support with full exam prep and sponsorship.

Responsibilities

• Develop tailored financial solutions for Singapore's client base.
• Build lasting relationships with high-net-worth individuals and families.
• Leverage advanced digital platforms to manage investment portfolios.
• Collaborate with a multi-disciplinary team to deliver holistic wealth solutions.

Skills

Communication

Languages

Growth mindset

Willingness to learn

Education

Diploma or degree

Job description

Title: Personal Wealth Advisor

Employment Type: Full-Time

Working Hours: 10 AM-6 PM

Launch Your Career with Singapore's Premier Wealth Management 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.

Your Career Evolution Journey:

• Personalized 90-Day Success Roadmap: Begin with a customized onboarding experience designed around your strengths. Our structured integration program combines technical training with practical client scenarios specific to Singapore's multicultural wealth management environment.
• Real Mentorship, Not Just Management: Partner with a dedicated career mentor who has successfully navigated the Singapore financial sector. Enjoy weekly 1:1 coaching sessions focused on developing both technical knowledge and the soft skills essential for building trust with Asian high-net-worth clients.
• Accelerated Income Growth Timeline: Transition confidently through our proven three-phase compensation structure, from secure base salary during your learning phase to performance-enhanced earnings, culminating in our industry-leading commission framework that rewards client-focused results without arbitrary caps.
• Singapore-Focused Professional Development: Gain mastery of wealth solutions specifically relevant to Singapore's unique position as a global financial hub. Develop expertise in areas including CPF optimization, cross-border wealth planning, real estate investment strategies, and international portfolio management.
• Digital-Forward Client Acquisition: Learn to leverage cutting-edge fintech platforms and social media strategies, particularly effective in Singapore's digitally connected community. Our proprietary client acquisition system provides a steady stream of qualified prospects while you build your personal brand.
• Community of Achievement: Join a select group of professionals who share your ambition and drive. Our collaborative yet performance-oriented culture fosters healthy competition while providing the support network essential for sustainable success in Singapore's demanding financial services sector.

What We Offer:

• Competitive commission-based structure that rewards performance
• Work-life harmony with flexible arrangements suited to Singapore's fast-paced environment
• Structured career progression with regular professional development opportunities
• Exclusive access to Willia Estate's proprietary client acquisition system
• Modern office environment in a prime Singapore location

Your Role:

• 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 You'll Need:

• Diploma or degree from a recognized institution
• Strong communication skills (proficiency in English and additional languages valued)
• Growth mindset and commitment to professional excellence
• No prior financial industry experience required - comprehensive training provided
• CMFAS certification support with full exam preparation and sponsorship

Join a Team That Values Your Potential

At Willia Estate, we're invested in your success. Our collaborative culture celebrates Singapore's diverse talents and provides the resources needed to thrive in today's financial landscape.

Discover why top performers choose Willia Estate as their career home in Singapore's financial sector.