Financial Planning Consultant
Telok Ayer, Singapore, Central Region
Posted 3 days ago
- Company:
- Willia Estate
- Company Description:
- Willia Estate is a forward-thinking integrated service platform based in Singapore, offering comprehensive solutions across Asset Management, Real Estate, Mortgage Refinancing, and Legal & Estate Planning. Established in 2019 and built upon over a decade of industry experience, our mission is to simplify complex financial journeys by delivering seamless, client-focused services through a unified platform. We specialize in helping both local and international clients navigate key financial decisions with confidence and clarity. From personalized asset management strategies to efficient mortgage refinancing through our WEhomes platform, and from estate planning to community-centered initiatives like WEmums under WEGroup, Willia Estate is committed to enhancing the well-being of every client we serve
- Contract Type:
- Full Time
- Experience Required:
- No Experience
- Education Level:
- Bachelor's Degree
- Number of vacancies:
- 5
Job Description
✔ Ongoing professional development and mentorship from industry experts
✔ Flexible work arrangements that support a healthy work- life balance
✔ Competitive base salary with a commission structure offering strong earning potential
✔ Immediate access to a well-established and diverse client network
✔ A collaborative and innovative workspace focused on strategic growth and lead generation
Key responsibilities:
▪ Build and maintain long-term client relationships
▪ Provide personalized financial and investment advice
▪ Manage and grow clients’ asset and investment portfolios
▪ Plan and execute lead generation strategies
Ideal qualifications:
• Applicants must be 21 years of age or older
• Diploma or bachelor's degree in a relevant discipline
• Excellent communication and interpersonal skills
• A proactive approach to continuous learning and growth
• Willingness to pursue CMFAS certification (full support provided)
This is more than just a job. It is an opportunity to build a meaningful and successful career. At Willia Estate, your development is prioritized, your contributions are valued, and your potential is limitless.
- Salary:
- $14,500.00 Monthly
