Wealth Planner: Unlimited Commissions & Fast-Track Training

Willia Estate Pte Ltd; Singapore; On-site; SGD 60,000 - 110,000; Full time

Benefits offered by this job

Structured mentorship

CMFAS training

Career progression

Job summary

Willia Estate Pte Ltd in Singapore is seeking a driven Financial Planner to work with investment professionals, manage client assets and provide strategic financial advice, building lasting relationships.

The role welcomes fresh graduates with a comprehensive training program to help you clear CMFAS papers and develop a lucrative finance career, offering structured mentorship and clear career progression.

Qualifications

• Education: Diploma holder or Bachelor’s degree in any discipline.
• Excellent communication and interpersonal skills, with a natural ability to engage individuals and build trust.

Responsibilities

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

Skills

Interpersonal skills

Communication skills

Education

Diploma or Bachelor's degree

Job description

Willia Estate Pte Ltd in Singapore is seeking a driven Financial Planner to work with investment professionals, manage client assets and provide strategic financial advice, building lasting relationships.

The role welcomes fresh graduates with a comprehensive training program to help you clear CMFAS papers and develop a lucrative finance career, offering structured mentorship and clear career progression.