Financial Advisor

Company Description

At Willia Estate, we offer a comprehensive suite of services to meet your unique financial goals, from investment and estate planning to mortgage refinancing. Our one-stop platform simplifies financial portfolio management, providing clarity, efficiency, and peace of mind. Beyond financial services, WEhomes is our dedicated mortgage arm for stress-free refinancing, and WEmums is our community hub supporting mothers. With decades of expertise from leading global financial institutions, our team is committed to creating meaningful change for our clients and future generations.

Role Description

This is a full-time, on-site role for a Financial Advisor located in Singapore. The Financial Advisor will be responsible for offering clients tailored financial advice, conducting detailed financial planning and investment reviews, and providing estate planning and mortgage refinancing guidance. Day-to-day tasks include assessing client portfolios, advising on investment opportunities, conducting market research, and maintaining long-term client relationships to meet their evolving needs.

Qualifications

• Experience in financial planning, investment analysis, and estate planning
• Strong understanding of mortgage refinancing and market research
• Excellent communication, client relationship management, and advisory skills
• Ability to work independently and collaboratively in a team environment
• Bachelor's degree in Finance, Economics, Business Administration, or related field
• Relevant certifications (e.g., CFP, CFA) are a plus
• Experience in the financial services industry is beneficial