Investment Officer
willia estate- Posted a month ago
- Be among the first 10 applicants
Job Description
Job Title: Investment Officer
Job Type: Full-time
Work Schedule: Monday to Friday
Location: Telok Ayer, Singapore
Role Overview
Launch Your Career with Singapore's Investment Officer. 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 Officer 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
- Minimum age of 21 years.
- Nationality: Singaporean or Singapore Permanent Resident (PR) only.
- 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.
More Info
Key Skills
CMFAS papers and certifications

