Financial Planner

Job Title: Financial Planner

Job Type: Full-time

Work Schedule: Monday to Friday

Location: Singapore

Role Overview

Launch Your Career with Singapore's Financial Services 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.

We are seeking a driven, personable, and ambitious Financial Planner 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

• Education: Minimum Diploma holder or Bachelor's Degree in any discipline.

• Interpersonal Skills: Excellent communication and interpersonal skills, with a natural ability to engage individuals and build deep trust.

• Licensing: Required to sit for and complete the relevant CMFAS papers and certifications (training and guidance will be provided).

What We Offer

• Remuneration: Highly attractive, uncapped commission structure with immense earning potential.

• Provided Training: Structured mentorship and comprehensive training to help you clear your CMFAS papers and master financial planning.

• Professional Development: Clear career progression pathways into management or specialized wealth advisory roles.