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Investment Assistant

Investment Assistant

willia estate
Fresher
Not Disclosed
  • Posted a month ago
  • Be among the first 10 applicants

Job Description

Job Title: Investment Assistant

Job Type: Full-time

Work Schedule: Monday to Friday

Location: Singapore

Role Overview

Launch Your Career with Singapore's Investment Assistant 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 Investment Assistant 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.

- Design customized financial solutions for Singaporean clients.

- Build trust with high-net-worth individuals and families.

- Manage portfolios using modern digital tools.

- Deliver holistic wealth strategies with an expert team.

- Diploma or Degree holders (any field).

- Strong communicators who excel at personal connection.

- Candidates ready to sit for CMFAS licensing (guidance provided).

- Uncapped commission-based earnings.

- Full training and mentorship for CMFAS certification and advisory skills.

- Clear opportunities for advancement into management or specialized roles.

More Info

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Key Skills

digital tools

wealth strategies

financial solutions

About Company