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Empower Clients. Ready to Shine as Our Financial Advisor?

Financial Analyst
Full-time

on 2025-05-15

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Empower Clients. Ready to Shine as Our Financial Advisor?

Full-time
Full-time

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Althea Valerie Yu

Driven by a passion for connecting with people and optimizing processes, I bring a unique blend of experience to the table. From exceeding sales targets in auto insurance to ensuring accuracy in data entry and fostering strong candidate relationships in HR recruitment, I thrive in dynamic environments. I'm committed to delivering exceptional customer service, leveraging strong communication skills, and maintaining meticulous attention to detail. Let's connect and explore how my diverse background can contribute to your team's success.

Willia Estate's members

Driven by a passion for connecting with people and optimizing processes, I bring a unique blend of experience to the table. From exceeding sales targets in auto insurance to ensuring accuracy in data entry and fostering strong candidate relationships in HR recruitment, I thrive in dynamic environme...

What we do

Willia Estate is a holistic financial services platform dedicated to helping individuals and families build, manage, and preserve generational wealth. We offer a wide range of services, including investment planning, estate management, and mortgage refinancing. Our goal is to simplify complex financial decisions through an integrated platform that brings clarity and confidence to every step of the wealth journey.

Why we do

We believe that financial empowerment should be accessible, transparent, and centered around people. Too many individuals face unnecessary stress navigating fragmented financial systems and disconnected advice. At Willia Estate, we are committed to changing that by providing personalized support and innovative tools that help our clients secure long-term financial well-being for themselves and future generations.

How we do

We bring together a team of experienced professionals with backgrounds in global finance, combining their expertise with user-friendly digital solutions. By streamlining financial services into one seamless platform, we eliminate the need for multiple service providers. We also focus on education and community engagement to ensure our clients feel supported and informed every step of the way.

As a new team member

Join the team at Willia Estate Willia Estate is a forward-thinking integrated service platform specializing in asset management, real estate, mortgage refinancing, and legal and estate planning. With over 12 years of industry experience, we serve a diverse portfolio of local and international clients across Singapore. We are seeking driven and dedicated professionals to be part of our growing team. Whether you are launching your career or seeking the next step in your professional journey, Willia Estate offers a supportive environment where you can sharpen your skills, expand your network, and make a lasting impact. What you can expect: ✔ 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: • Singaporean / Singaporean PR • 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.

What we do

Willia Estate is a holistic financial services platform dedicated to helping individuals and families build, manage, and preserve generational wealth. We offer a wide range of services, including investment planning, estate management, and mortgage refinancing. Our goal is to simplify complex financial decisions through an integrated platform that brings clarity and confidence to every step of the wealth journey.

Why we do

We believe that financial empowerment should be accessible, transparent, and centered around people. Too many individuals face unnecessary stress navigating fragmented financial systems and disconnected advice. At Willia Estate, we are committed to changing that by providing personalized support and innovative tools that help our clients secure long-term financial well-being for themselves and future generations.

How we do

We bring together a team of experienced professionals with backgrounds in global finance, combining their expertise with user-friendly digital solutions. By streamlining financial services into one seamless platform, we eliminate the need for multiple service providers. We also focus on education and community engagement to ensure our clients feel supported and informed every step of the way.

As a new team member

Join the team at Willia Estate Willia Estate is a forward-thinking integrated service platform specializing in asset management, real estate, mortgage refinancing, and legal and estate planning. With over 12 years of industry experience, we serve a diverse portfolio of local and international clients across Singapore. We are seeking driven and dedicated professionals to be part of our growing team. Whether you are launching your career or seeking the next step in your professional journey, Willia Estate offers a supportive environment where you can sharpen your skills, expand your network, and make a lasting impact. What you can expect: ✔ 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: • Singaporean / Singaporean PR • 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.
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What happens after you apply?

  1. ApplyClick "Want to Visit"
  2. Wait for a reply
  3. Set a date
  4. Meet up

Company info

Telok Ayer, Singapore