Wealth Advisor - CMFAS Training, High Commission

Willia Estate Pte Ltd; Singapore; On-site; SGD 70,000 - 240,000; Full time

Job summary

Willia Estate Pte Ltd in Singapore is seeking an ambitious Investment Advisor to join our wealth management team. You will work with investment professionals to manage client assets, provide strategic financial advice, and build lasting client 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, including CMFAS exam support and

Qualifications

• Diploma or Bachelor's degree in any discipline.
• Excellent communication and interpersonal skills with the ability to engage clients and build trust.
• Licensing: CMFAS papers and certifications to be completed (training provided).

Responsibilities

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

Skills

Interpersonal skills

Communication

Client relationship

Education

Diploma or Bachelor's degree in any discipline

Job description

Willia Estate Pte Ltd in Singapore is seeking an ambitious Investment Advisor to join our wealth management team. You will work with investment professionals to manage client assets, provide strategic financial advice, and build lasting client 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, including CMFAS exam support and