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Job description
Job Title: Financial Advisor
Job Type: Full-time
Work Schedule: Monday to Friday
Role Overview
Launch Your Career with Singapore's Financial Advisor. 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.
We are seeking a driven, personable, and ambitious Investment Advisor to join our team. In this role, you will work closely with investment professionals to manage client assets, provide strategic financial advice, and build long-lasting 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.
Key Responsibilities
· 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
Requirements
What We Offer
Job ID: 152552215
Skills:
Financial Services, Valuation, Financial Statements Analysis, Project Finance, Financial Goals, Wealth Management, Quality Improvement, wealth accumulation, Financial Planning, Account Management, personal finance, Financial Modelling, Financial Consultancy, Relationship-building Skills
Skills:
Wealth Management, Insurance Solutions, Regulatory Compliance, Financial Assessments
Skills:
Self Motivation, retirement planning, Marketing Strategy, Wealth Accumulation Strategies, Identify Clients Needs, Relationship Building, Risk Management, Financial Goals, Develop Knowledge, Financial and Investment Planning, Wealth Management, Customer Trends, wealth accumulation, Degree in psychology, Financial Planning, Interpersonal Skills
Skills:
wealth management solutions, Insurance Solutions, CMFAS qualifications, Financial Planning
Skills:
sales performance , Presentation Skills, Wealth Management, Customer Service, wealth accumulation, Business Strategy, Financial Planning, Customer Acquisition, Finance Industry, Financial Management, Client Services