全职 Financial Planner 工作, 薪水, Willia Estate 公司招聘中 - Ricebowl

Job Title: Financial Planner
Employment Type: Full Time
Schedule: 10:00am-6:00pm

Ready to Grow & Make an Impact?
Build valuable skills, grow your career, and help people achieve their financial goals. We’re looking for driven, passionate, and growth-minded individuals to join our team!

About the Company
Established in 2019, Willia Estate is a wealth management firm focused on developing professionals and providing career opportunities within Singapore’s dynamic financial services industry.
Over the years, we have built a structured development pathway designed to help individuals from diverse backgrounds develop their skills, gain industry knowledge, and grow into successful professionals in wealth management.

WHAT YOU’LL DO

• Build and maintain strong client relationships while helping clients work toward their financial goals.
• Provide financial guidance and recommend suitable investment strategies based on clients’ needs and objectives.
• Assist in managing client assets and identifying appropriate investment opportunities.
• Develop sustainable investment portfolios aligned with clients’ financial goals and risk profiles.
• Conduct regular client consultations to understand changes in their financial situation, priorities, and investment goals.
• Research and recommend suitable financial and investment products based on each client’s objectives and risk tolerance.
• Develop and implement effective strategies for client acquisition and lead generation.
  
  

WHO WE’RE LOOKING FOR
We’re looking for individuals who are:

• Willing to learn, improve, and continuously grow
• Good at communication and building relationships
• Goal-oriented, positive, and driven
• Passionate about helping others achieve their financial goals
• No prior experience required — training and mentorship are provided
  
  

WHY JOIN US?

• Structured training and mentorship
• Continuous professional development
• Performance-based career growth
• Opportunity to build and manage your own client portfolio
• Long-term career development opportunities
  
  

READY TO TAKE THE NEXT STEP?
Take the first step toward a rewarding career and a brighter future.

Interested? Apply now and become a Financial Planner!