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Job Title: Wealth Management Advisor
Job Type: Full-time
Work Schedule: Monday to Friday
Location: Telok Ayer, Singapore
Role Overview
Launch Your Career with Singapore's Wealth Management 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 Wealth Management 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: 151068597
Skills:
Wealth Management, Financial Planning, Home Loans, Client acquisition, Digital Marketing, Refinancing solutions
Skills:
retirement planning, Risk Assessment, Goal-based Advisory, Investments, Wealth Management Services, Finance, Financial Planning, Regulatory Compliance, Portfolio Reviews
Skills:
retirement planning, Investments, Wealth Management Services, Finance, Financial Planning, Portfolio Construction, Risk Management
Skills:
retirement planning, Investments, Finance, Financial Planning
Skills:
Singapore wealth management practices, retirement planning, Investments, MAS regulations, Finance, Wealth Management Services, Financial Planning